Steward case

CASE-002716

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

OpenCheckpointckpt-run-mvfoap9e-22376workflow paused, state held

Side-by-side comparison

Incoming TPA-50939 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-50939incoming	#1MBR-016431Kimberly Morris 0.833 rec. Best evidence: NameDate of birth	#2MBR-025249Kimberly Morris 0.831 rec. Best evidence: NameDate of birth
Name	Kimberly Morris	Kimberly Q Morris	Kimberly Q Morris
Date of birth	1946-08-16 08/16/46	1946-08-16	1946-08-16
Member ID	— null	UHC-70976-57	—
SSN	—	—	—
Phone	— N/A	5087299329	—
Email	—	—	—
Address	— UNKNOWN	3790 River Rd Apt 2	—
City / state / ZIP	— NULL, N/A	Tucson, AZ, 85792	—
Group	— null	—	—
Plan	— UNKNOWN	MEDICARE-ADV-A	—
Sources, records	TPA1 record	CLM ×2TPA ×13 records	TPA ×11 record

Evidence detail

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

▶#1MBR-016431Kimberly Morris0.83

Matched against CLM-402225, 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-402225Kimberly Morris1946-08-16Scored 1.00
TPATPA-50940Kimberly MorrisScored 1.00
CLMCLM-402224Kimberly Morris1946-08-16Scored 1.00

▶#2MBR-025249Kimberly Morris0.83

Matched against TPA-50938, 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-50938Kimberly Morris1946-08-16Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39ca2b49e55d
Escalated TPA-50939, top score 0.83, candidates MBR-016431, MBR-025249

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 Kimberly MorrisMBR-016431, score 0.83, 3 recordsLinkLink to Kimberly MorrisMBR-025249, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-50939 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-22376
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-018031
Opened: 2026-10-19 19:54:36
Top score: 0.83