Steward case

CASE-002935

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

OpenCheckpointckpt-run-mvjj6udb-20495workflow paused, state held

Side-by-side comparison

Incoming TPA-58949 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-58949incoming	#1MBR-034045Jean Martin 0.832 rec. Best evidence: NameDate of birth
Name	Jean G Martin	Jean Martin
Date of birth	1980-08-25	1980-08-25
Member ID	— -	UHC-24078-99
SSN	— •••-••-UNKNOWN	•••-••-5680
Phone	—	2532706939
Email	— UNKNOWN	jean.martin@yahoo.com
Address	— -	2678 Cedar Ln # 136
City / state / ZIP	— UNKNOWN, null	Columbus, OH, 43276
Group	GRP-1341	GRP-1341
Plan	SELECT-EPO	SELECT-EPO
Sources, records	TPA1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-034045Jean Martin0.83

Matched against CLM-420359, 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-420359Jean Martin1980-08-25Rule 0.99
ENRENR-126765Jean Martin1980-08-25Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55aeb76d4b06
Escalated TPA-58949, top score 0.83, candidates MBR-034045

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 Jean MartinMBR-034045, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-58949 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-20495
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-016756
Opened: 2026-10-22 12:43:43
Top score: 0.83