Steward case

CASE-003110

Confidence 0.66 is below the policy threshold 0.85.

OpenCheckpointckpt-run-mvjj6udb-92588workflow paused, state held

Side-by-side comparison

Incoming TPA-57072 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-57072incoming	#1MBR-027970Mateo Marshall 0.663 rec. Best evidence: none ≥ 0.90
Name	Charles Marshall	Mateo W Marshall
Date of birth	1967-01-01 19670101	1967-01-02
Member ID	— -	UHC-89509-52
SSN	—	•••-••-9703
Phone	—	8867228530
Email	—	—
Address	8778 Valley View Dr 8778 Valley View Drive	1770 Willow Ct
City / state / ZIP	San Antonio, TX, 78208	Dallas, TX, 75265
Group	— UNKNOWN	GRP-3935
Plan	— -	CORE-HMO
Sources, records	TPA1 record	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-027970Mateo Marshall0.66

Matched against ENR-113959, 2 fields compared, weighted score 0.662

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-113959Mateo Marshall1967-01-02Rule 0.99
CLMCLM-410645Mateo Marshall1967-01-02Rule 0.99
CLMCLM-410644Mateo Marshall1967-01-02Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5593f95c3659
Escalated TPA-57072, top score 0.66, candidates MBR-027970

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 Mateo MarshallMBR-027970, score 0.66, 3 recordsLinkConfirm as a distinct identityTPA-57072 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-92588
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045300
Opened: 2026-10-22 12:43:43
Top score: 0.66