Steward case

CASE-002919

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

OpenCheckpointckpt-run-mvjj6udb-19199workflow paused, state held

Side-by-side comparison

Incoming TPA-56536 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-56536incoming	#1MBR-014374Rachel Wells 0.831 rec. Best evidence: NameDate of birth	#2MBR-019918Andrea Wells 0.661 rec. Best evidence: none ≥ 0.90
Name	Rachel Wells	Rachel B Wells	Andrea L Wells
Date of birth	1974-05-08	1974-05-08	1974-04-08
Member ID	— -	UHC-21071-49	UHC-09143-66
SSN	— •••-••- UNKNOWN	•••-••-4201	—
Phone	—	6204899009	2962636283
Email	—	—	—
Address	— NULL	4991 Market St	1442 Highland Ave
City / state / ZIP	— null, -	Minneapolis, MN, 55485	Atlanta, GA, 30301
Group	GRP-9549	GRP-9549	GRP-4079
Plan	— -	OPTIONS-PPO	OPTIONS-PPO
Sources, records	TPA1 record	ENR ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-014374Rachel Wells0.83

Matched against ENR-119510, 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-119510Rachel Wells1974-05-08Single record 1.00

▶#2MBR-019918Andrea Wells0.66

Matched against ENR-129223, 2 fields compared, weighted score 0.661

Field	Similarity	Weight	Share	Note
Name	0.82	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-129223Andrea Wells1974-04-08Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55f451656de3
Escalated TPA-56536, top score 0.83, candidates MBR-014374, MBR-019918

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 Rachel WellsMBR-014374, score 0.83, 1 recordLinkLink to Andrea WellsMBR-019918, score 0.66, 1 recordLinkConfirm as a distinct identityTPA-56536 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-19199
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-015854
Opened: 2026-10-22 12:43:43
Top score: 0.83