Steward case

CASE-003039

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

OpenCheckpointckpt-run-mvfoap9e-35323workflow paused, state held

Side-by-side comparison

Incoming TPA-61854 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-61854incoming	#1MBR-015411Charlotte Kennedy 0.835 rec. Best evidence: Name
Name	Charlotte Kennedy	Charlotte E Kennedy
Date of birth	— N/A	2008-05-19
Member ID	—	UHC-67859-40
SSN	•••-••-3651	•••-••-4830
Phone	— UNKNOWN	2273003289
Email	— NULL	charlotte.kennedy28@proton.me
Address	—	1168 Apache Blvd
City / state / ZIP	— NULL, null, UNKNOWN	San Diego, CA, 92146
Group	GRP-0284	GRP-2721
Plan	— -	NAVIGATE-HMO
Sources, records	TPA1 record	CLM ×2TPA ×1ENR ×25 records

Evidence detail

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

▶#1MBR-015411Charlotte Kennedy0.83

Matched against CLM-410850, 1 field compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	100%

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-410850Charlotte KenneedyRule 0.96
TPATPA-54759Charlotte Kenndy2008-05-19Scored 0.99
ENRENR-114235Charlotte Kennedy2008-05-19Scored 1.00
ENRENR-114234Charlotte Kennedy2008-05-19Scored 1.00
CLMCLM-410849Charlotte Kennedy2008-05-19Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3967e9324a5a
Escalated TPA-61854, top score 0.83, candidates MBR-015411

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 Charlotte KennedyMBR-015411, score 0.83, 5 recordsLinkConfirm as a distinct identityTPA-61854 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-35323
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025685
Opened: 2026-10-19 19:54:36
Top score: 0.83