Steward case

CASE-002616

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

OpenCheckpointckpt-run-mvjj6udb-62022workflow paused, state held

Side-by-side comparison

Incoming TPA-59807 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-59807incoming	#1MBR-011622Lauren Chen 0.834 rec. Best evidence: NameDate of birth
Name	Lauren Chen	Lauren G Chen
Date of birth	1973-07-26 7/26/1973	1973-07-26
Member ID	—	UHC-59956-25
SSN	— •••-••-N/A	•••-••-4505
Phone	—	4574407425
Email	— N/A	lauren.chen44@yahoo.com
Address	— UNKNOWN	1899 Lake View Rd
City / state / ZIP	— N/A, N/A	Denver, CO, 80263
Group	—	GRP-4945
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	TPA1 record	CLM ×1ENR ×2TPA ×14 records

Evidence detail

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

▶#1MBR-011622Lauren Chen0.83

Matched against CLM-422316, 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-422316Lauren Chen1973-07-26Scored 1.00
ENRENR-129267Lauren Chen1973-07-26Scored 1.00
TPATPA-59806Lauren Chen1973-07-26Scored 1.00
ENRENR-129266Lauren Chen1973-07-26Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55531b1a147b
Escalated TPA-59807, top score 0.83, candidates MBR-011622

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 Lauren ChenMBR-011622, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-59807 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-62022
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036887
Opened: 2026-10-22 12:43:43
Top score: 0.83