Steward case

CASE-002607

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

OpenCheckpointckpt-run-mvjj6udb-14411workflow paused, state held

Side-by-side comparison

Incoming TPA-52947 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-52947incoming	#1MBR-028750Douglas Schultz 0.832 rec. Best evidence: NameDate of birth
Name	Douglas Schultz Schultz, Douglas	Douglas Q Schultz
Date of birth	1954-10-05 05-10-1954	1954-10-05
Member ID	— N/A	UHC-05331-95
SSN	—	•••-••-9675
Phone	— NULL	3506044122
Email	douglas.schultz@proton.me	—
Address	— N/A	3506 Baseline Rd
City / state / ZIP	— -, UNKNOWN	Miami, FL, 33103
Group	— null	GRP-6516
Plan	—	—
Sources, records	TPA1 record	CLM ×1PRV ×12 records

Evidence detail

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

▶#1MBR-028750Douglas Schultz0.83

Matched against CLM-406709, 2 fields compared, weighted score 0.830

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

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-406709Douglas Schultz1954-10-05Scored 1.00
PRVPRV-21964Douglas Schultz1954-10-05Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55f7ae257543
Escalated TPA-52947, top score 0.83, candidates MBR-028750

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 Douglas SchultzMBR-028750, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-52947 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-14411
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-012397
Opened: 2026-10-22 12:43:43
Top score: 0.83