Steward case

CASE-002940

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

OpenCheckpointckpt-run-mvjj6udb-73028workflow paused, state held

Side-by-side comparison

Incoming TPA-62803 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-62803incoming	#1MBR-038674Russell Lee 0.832 rec. Best evidence: NameDate of birth
Name	Russell Lee Lee, Russell	Russell Lee
Date of birth	1969-11-26 11/26/1969	1969-11-26
Member ID	— -	UHC-11734-93
SSN	—	•••-••-4600
Phone	— N/A	6108866920
Email	— -	russell.lee84@proton.me
Address	—	244 Mesa Dr
City / state / ZIP	— - , N/A	Glendale, AZ, 85350
Group	GRP-5004	GRP-5004
Plan	NAVIGATE-HMO	NAVIGATE-HMO
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-038674Russell Lee0.83

Matched against CLM-428966, 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-428966Russell Lee1969-11-26Rule 0.99
ENRENR-137974Russell Lee1969-11-26Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:550ee9f68522
Escalated TPA-62803, top score 0.83, candidates MBR-038674

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 Russell LeeMBR-038674, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-62803 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-73028
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040427
Opened: 2026-10-22 12:43:43
Top score: 0.83