Steward case

CASE-003108

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

OpenCheckpointckpt-run-mvjj6udb-49550workflow paused, state held

Side-by-side comparison

Incoming TPA-58260 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-58260incoming	#1MBR-022973Samuel Oliver 0.835 rec. Best evidence: Date of birth
Name	Sam Oliver	Samuel J Oliver
Date of birth	1968-03-01 3/1/1968	1968-03-01
Member ID	— NULL	UHC-41801-41
SSN	—	•••-••-5021
Phone	— -	5809294918
Email	— null	samuel.oliver@hotmail.com
Address	— UNKNOWN	3743 Church St
City / state / ZIP	— UNKNOWN, null,	Houston, TX, 77089
Group	GRP-7258	GRP-7258
Plan	CORE-HMO	CORE-HMO
Sources, records	TPA1 record	CLM ×2TPA ×2ENR ×15 records

Evidence detail

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

▶#1MBR-022973Samuel Oliver0.83

Matched against CLM-418686, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.90	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-418686Samuel Oliver1968-03-01Scored 1.00
TPATPA-58262Samuel Oliver1968-03-01Scored 1.00
CLMCLM-418687Samuel Oliver1968-03-01Scored 1.00
TPATPA-58261Sam Oliver1968-03-01Rule 0.97
ENRENR-124594Sam Oliver1968-03-01Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a0e54b3e58
Escalated TPA-58260, top score 0.83, candidates MBR-022973

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 Samuel OliverMBR-022973, score 0.83, 5 recordsLinkConfirm as a distinct identityTPA-58260 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-49550
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-032256
Opened: 2026-10-22 12:43:43
Top score: 0.83