Steward case

CASE-002688

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

OpenCheckpointckpt-run-mvfoap9e-17555workflow paused, state held

Side-by-side comparison

Incoming ENR-128673 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	ENRENR-128673incoming	#1MBR-041801Julie Carroll 0.831 rec. Best evidence: NameDate of birth
Name	Julie Carroll	Julie Carroll
Date of birth	1953-12-25	1953-12-25
Member ID	UHC-49203-48 UHC4920348	—
SSN	•••-••-4380	—
Phone	— UNKNOWN	—
Email	— null	—
Address	213 Spring St	—
City / state / ZIP	Scottsdale, AZ, 85225	—
Group	GRP-5118	—
Plan	CHOICE-PLUS-PPO	—
Sources, records	ENR1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-041801Julie Carroll0.83

Matched against TPA-59615, 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-59615Julie Carroll1953-12-25Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3948f9425f1d
Escalated ENR-128673, top score 0.83, candidates MBR-041801

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 Julie CarrollMBR-041801, score 0.83, 1 recordLinkConfirm as a distinct identityENR-128673 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-17555
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-014713
Opened: 2026-10-19 19:54:36
Top score: 0.83