Steward case

CASE-002575

Name and date of birth agree but no identifier (member ID, SSN, phone, email or address) confirms it.

OpenCheckpointckpt-run-mvjj6udb-31432workflow paused, state held

Side-by-side comparison

Incoming TPA-64110 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-64110incoming	#1MBR-031383Evelyn Siimmons 0.831 rec. Best evidence: NameDate of birth
Name	Evelyn Simmons	Evelyn Z Siimmons
Date of birth	1938-11-26 11/26/1938	1938-11-26
Member ID	— NULL	UHC-10993-53
SSN	—	•••-••-3468
Phone	— -	3482179398
Email	—	evelyn.simmons31@aol.com
Address	—	1087 Spring St
City / state / ZIP	— -	San Diego, CA
Group	GRP-9335	GRP-9335
Plan	—	MEDICARE-ADV-B
Sources, records	TPA1 record	ENR ×11 record

Evidence detail

How the scoring agent compared the incoming record to the record it matched inside each candidate

▶#1MBR-031383Evelyn Siimmons0.83

Matched against ENR-141983, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-141983Evelyn Siimmons1938-11-26Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55b4a9c6b0a1
Escalated TPA-64110, top score 0.83, candidates MBR-031383

AI recommendation

Advisory only; the steward decides

The model can read the same side-by-side evidence and suggest link, new or reject with a rationale. It never decides.

Steward decision

Recording a decision resumes the paused workflow and updates the graph immediately

Decision

Link to Evelyn SiimmonsMBR-031383, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-64110 stays on its own golden identity, marked verified.New identityReject record (quarantine)The record's identity is quarantined; nothing downstream may act on it.Reject

Rationale *

At least 8 characters (0/8)

ActorJ. Okafor (Data Stewardship)

Choose an option

Checkpoint: ckpt-run-mvjj6udb-31432
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-023558
Opened: 2026-10-22 12:43:43
Top score: 0.83