Steward case

CASE-002851

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

OpenCheckpointckpt-run-mvfoap9e-42605workflow paused, state held

Side-by-side comparison

Incoming TPA-57250 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-57250incoming	#1MBR-013712Janet Dean 0.832 rec. Best evidence: NameDate of birth	#2MBR-038651Martha Dean 0.723 rec. Best evidence: none ≥ 0.90
Name	Janet Dean	Janet U Dean	Martha M Dean
Date of birth	1989-12-07 Dec 7, 1989	1989-12-07	1989-02-17
Member ID	— N/A	UHC-20557-72	UHC-89943-08
SSN	—	•••-••-5072	•••-••-2395
Phone	—	9548175249	9192043821
Email	— UNKNOWN	—	martha.dean72@gmail.com
Address	— NULL	8717 Palm Dr	5105 Spring St
City / state / ZIP	— UNKNOWN , N/A	Phoenix, AZ, 85037	Tempe, AZ
Group	—	GRP-1634	GRP-8701
Plan	SELECT-EPO	SELECT-EPO	MEDICARE-ADV-B
Sources, records	TPA1 record	TPA ×1ENR ×12 records	CLM ×1ENR ×1TPA ×13 records

Evidence detail

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

▶#1MBR-013712Janet Dean0.83

Matched against TPA-57251, 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-57251Janet Dean1989-12-07Scored 1.00
ENRENR-121704Janet Dean1989-12-07Scored 1.00

▶#2MBR-038651Martha Dean0.72

Matched against CLM-402035, 2 fields compared, weighted score 0.716

Field	Similarity	Weight	Share	Note
Name	0.83	3	50%
Date of birth	0.60	3	50%	transposition

Guard: noneConflicts: none

Records in this identity

CLMCLM-402035Matrha Dean1989-02-17Rule 0.97
ENRENR-102602Martha Den1989-02-17Rule 0.97
TPATPA-50876Martha Dean1989-02-17Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3958c158f381
Escalated TPA-57250, top score 0.83, candidates MBR-013712, MBR-038651

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 Janet DeanMBR-013712, score 0.83, 2 recordsLinkLink to Martha DeanMBR-038651, score 0.72, 3 recordsLinkConfirm as a distinct identityTPA-57250 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-42605
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029208
Opened: 2026-10-19 19:54:36
Top score: 0.83