Steward case

CASE-003207

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

OpenCheckpointckpt-run-mvjj6udb-21228workflow paused, state held

Side-by-side comparison

Incoming TPA-55969 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55969incoming	#1MBR-031438Mary Cox 0.832 rec. Best evidence: NameDate of birth	#2MBR-042790Mary Cox 0.831 rec. Best evidence: NameDate of birth
Name	Mary Cox	Mary Cox	Mary Cox
Date of birth	1990-08-03 19900803	1990-08-03	1990-08-03
Member ID	— null	UHC-62283-37	—
SSN	•••-••-7285	—	—
Phone	— N/A	7173668430	7173668430
Email	—	mary.cox@icloud.com	—
Address	— NULL	6931 Canyon Rd	8887 Lincoln Way
City / state / ZIP	— null, null	Glendale, AZ, 85389	Denver, CO, 80277
Group	— N/A	GRP-7319	—
Plan	— null	OPTIONS-PPO	OPTIONS-PPO
Sources, records	TPA1 record	ENR ×1CLM ×12 records	TPA ×11 record

Evidence detail

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

▶#1MBR-031438Mary Cox0.83

Matched against ENR-117781, 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

ENRENR-117781Mary Cox1990-08-03Rule 0.99
CLMCLM-413573Mary Cox1990-08-03Rule 0.99

▶#2MBR-042790Mary Cox0.83

Matched against TPA-55968, 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

TPATPA-55968Mary Cox1990-08-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55c593f86e03
Escalated TPA-55969, top score 0.83, candidates MBR-031438, MBR-042790

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 Mary CoxMBR-031438, score 0.83, 2 recordsLinkLink to Mary CoxMBR-042790, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-55969 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-21228
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-017258
Opened: 2026-10-22 12:43:43
Top score: 0.83