Steward case

CASE-002679

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

OpenCheckpointckpt-run-mvjj6udb-47933workflow paused, state held

Side-by-side comparison

Incoming TPA-53207 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-53207incoming	#1MBR-018995Ann Washington 0.833 rec. Best evidence: NameDate of birth
Name	Ann Washington	Ann N Washington
Date of birth	1963-12-28 28-12-1963	1963-12-28
Member ID	—	UHC-77404-59
SSN	— •••-••- UNKNOWN	•••-••-7676
Phone	— UNKNOWN	4203024821
Email	— UNKNOWN	—
Address	— NULL	5383 Mountain View Dr
City / state / ZIP	— NULL, -, -	Gilbert, AZ, 85282
Group	—	GRP-3757
Plan	CORE-HMO	CORE-HMO
Sources, records	TPA1 record	TPA ×1CLM ×23 records

Evidence detail

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

▶#1MBR-018995Ann Washington0.83

Matched against TPA-53208, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-53208Ann Washngton1963-12-28Scored 1.00
CLMCLM-407298Ann Washington1963-12-28Scored 1.00
CLMCLM-407297Ann Washington1963-12-28Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55c16cdbc799
Escalated TPA-53207, top score 0.83, candidates MBR-018995

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 Ann WashingtonMBR-018995, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-53207 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-47933
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-031563
Opened: 2026-10-22 12:43:43
Top score: 0.83