Steward case

CASE-002852

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

OpenCheckpointckpt-run-mvjj6udb-56924workflow paused, state held

Side-by-side comparison

Incoming TPA-60861 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-60861incoming	#1MBR-021034Frances Boyd 0.832 rec. Best evidence: NameDate of birth
Name	Frances Boyd	Frances N Boyd
Date of birth	1980-05-19	1980-05-19
Member ID	— UNKNOWN	UHC-09027-77
SSN	—	•••-••-2043
Phone	—	—
Email	— null	frances.boyd@proton.me
Address	1016 Mesa Dr	1016 Mesa Dr
City / state / ZIP	Seattle, WA, 98113 SEATTLE , WA, 98113	Seattle, WA, 98113
Group	— -	GRP-9181
Plan	—	MEDICARE-ADV-A
Sources, records	TPA1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-021034Frances Boyd0.83

Matched against ENR-132150, 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

ENRENR-132150Frances Boyd1980-05-19Scored 0.98
CLMCLM-424605Boyd Frrances1980-05-19Scored 0.98

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55d4f28429ae
Escalated TPA-60861, top score 0.83, candidates MBR-021034

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 Frances BoydMBR-021034, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-60861 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-56924
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035097
Opened: 2026-10-22 12:43:43
Top score: 0.83