Steward case

CASE-002642

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

OpenCheckpointckpt-run-mvjj6udb-29871workflow paused, state held

Side-by-side comparison

Incoming TPA-50903 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-50903incoming	#1MBR-017961Philip White 0.833 rec. Best evidence: NameDate of birth
Name	Philip White	Philip White
Date of birth	1989-07-21	1989-07-21
Member ID	— NULL	UHC-38610-80
SSN	—	•••-••-8191
Phone	7574741676	—
Email	—	—
Address	— -	8118 Palm Dr
City / state / ZIP	— null	Atlanta, GA, 30352
Group	— UNKNOWN	GRP-8180
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	TPA1 record	ENR ×1TPA ×1CLM ×13 records

Evidence detail

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

▶#1MBR-017961Philip White0.83

Matched against ENR-102711, 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

ENRENR-102711Philip White1989-07-21Rule 0.99
TPATPA-50902Philip White1989-07-21Rule 0.99
CLMCLM-402123Philip White1989-07-21Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5557fae72e1a
Escalated TPA-50903, top score 0.83, candidates MBR-017961

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 Philip WhiteMBR-017961, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-50903 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-29871
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-022677
Opened: 2026-10-22 12:43:43
Top score: 0.83