Steward case

CASE-002652

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

OpenCheckpointckpt-run-mvjj6udb-27318workflow paused, state held

Side-by-side comparison

Incoming TPA-62370 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-62370incoming	#1MBR-011946Emily Sullivan 0.831 rec. Best evidence: NameDate of birth
Name	Emily Sullivan	Emily Sullivan
Date of birth	1940-08-05 08/05/40	1940-08-05
Member ID	— NULL	UHC-29259-60
SSN	—	•••-••-4305
Phone	4457632597 445-763-2597	—
Email	emily.sullivan84@yahoo.com	—
Address	5479 Bayshore Dr	—
City / state / ZIP	Seattle, WA, 98181	—
Group	GRP-7829	—
Plan	— NULL	SELECT-EPO
Sources, records	TPA1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-011946Emily Sullivan0.83

Matched against CLM-428013, 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-428013Emily Sullivan1940-08-05Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55784ceac58d
Escalated TPA-62370, top score 0.83, candidates MBR-011946

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 Emily SullivanMBR-011946, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-62370 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-27318
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-021189
Opened: 2026-10-22 12:43:43
Top score: 0.83