Steward case

CASE-002664

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

OpenCheckpointckpt-run-mvfoap9e-17092workflow paused, state held

Side-by-side comparison

Incoming TPA-58151 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-58151incoming	#1MBR-021543Jordan Gilbert 0.831 rec. Best evidence: NameDate of birth	#2MBR-007164Andrea Gilbert 0.663 rec. Best evidence: none ≥ 0.90
Name	Jordan Gilbert	Jordan Gilbert	Andrea T Gilbert
Date of birth	2000-05-22	2000-05-22	2000-09-22
Member ID	— N/A	—	UHC-60971-03
SSN	— •••-••-UNKNOWN	—	•••-••-2436
Phone	— -	7614838387	7399354219
Email	jordan.gilbert36@gmail.com	—	andrea.gilbert61@gmail.com
Address	—	1469 Indian School Rd	2744 Valley View Dr
City / state / ZIP	— -, -,	Columbus, OH	Los Angeles, CA, 90037
Group	GRP-4134	—	GRP-2464
Plan	MEDICARE-ADV-B	—	CORE-HMO
Sources, records	TPA1 record	TPA ×11 record	ENR ×2CLM ×13 records

Evidence detail

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

▶#1MBR-021543Jordan Gilbert0.83

Matched against TPA-58152, 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

TPATPA-58152Jordan Gilbert2000-05-22Single record 1.00

▶#2MBR-007164Andrea Gilbert0.66

Matched against CLM-407192, 2 fields compared, weighted score 0.661

Field	Similarity	Weight	Share	Note
Name	0.82	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-109396Andrea Gilbetr2001-09-22Rule 0.96
CLMCLM-407192Andrea Gilbert2000-09-22Rule 0.99
ENRENR-109395Andrea Gilbert2000-09-22Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3961c40794a5
Escalated TPA-58151, top score 0.83, candidates MBR-021543, MBR-007164

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 Jordan GilbertMBR-021543, score 0.83, 1 recordLinkLink to Andrea GilbertMBR-007164, score 0.66, 3 recordsLinkConfirm as a distinct identityTPA-58151 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-mvfoap9e-17092
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-014376
Opened: 2026-10-19 19:54:36
Top score: 0.83