Steward case

CASE-002818

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

OpenCheckpointckpt-run-mvjj6udb-70467workflow paused, state held

Side-by-side comparison

Incoming TPA-54230 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-54230incoming	#1MBR-013346Jeremy Kim 0.832 rec. Best evidence: NameDate of birth
Name	Jeremy Kim Kim, Jeremy	Jeremy Kim
Date of birth	1942-09-06 09/06/1942	1942-09-06
Member ID	— null	UHC-94680-42
SSN	•••-••-5450	—
Phone	— null	2857716371
Email	— NULL	—
Address	—	6877 Apache Blvd
City / state / ZIP	— -, N/A, UNKNOWN	Fresno, CA, 93792
Group	—	GRP-0575
Plan	— UNKNOWN	OPTIONS-PPO
Sources, records	TPA1 record	CLM ×22 records

Evidence detail

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

▶#1MBR-013346Jeremy Kim0.83

Matched against CLM-409747, 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-409747Jeremy Kim1942-09-06Rule 0.99
CLMCLM-409748Jeremy Kim1942-09-06Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5543ac74d247
Escalated TPA-54230, top score 0.83, candidates MBR-013346

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 Jeremy KimMBR-013346, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-54230 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-70467
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039671
Opened: 2026-10-22 12:43:43
Top score: 0.83