Steward case

CASE-003208

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

OpenCheckpointckpt-run-mvjj6udb-81882workflow paused, state held

Side-by-side comparison

Incoming TPA-55968 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55968incoming	#1MBR-017258Mary Cox 0.831 rec. Best evidence: NameDate of birth	#2MBR-031438Mary Cox 0.792 rec. Best evidence: NameDate of birthPhone
Name	Mary Cox	Mary Cox	Mary Cox
Date of birth	1990-08-03 08/03/1990	1990-08-03	1990-08-03
Member ID	— -	—	UHC-62283-37
SSN	— •••-••-UNKNOWN	•••-••-7285	—
Phone	7173668430 (717) 366-8430	—	7173668430
Email	—	—	mary.cox@icloud.com
Address	8887 Lincoln Way	—	6931 Canyon Rd
City / state / ZIP	Denver, CO, 80277	—	Glendale, AZ, 85389
Group	—	—	GRP-7319
Plan	OPTIONS-PPO	—	OPTIONS-PPO
Sources, records	TPA1 record	TPA ×11 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-017258Mary Cox0.83

Matched against TPA-55969, 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-55969Mary Cox1990-08-03Single record 1.00

▶#2MBR-031438Mary Cox0.79

Matched against ENR-117781, 4 fields compared, weighted score 0.789

Field	Similarity	Weight	Share	Note
Name	1.00	3	32%
Date of birth	1.00	3	32%	exact
Phone	1.00	1.5	16%
Address	0.00	2	21%	different

Guard: noneConflicts: none

Records in this identity

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

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a66dc3619f
Escalated TPA-55968, top score 0.83, candidates MBR-017258, MBR-031438

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-017258, score 0.83, 1 recordLinkLink to Mary CoxMBR-031438, score 0.79, 2 recordsLinkConfirm as a distinct identityTPA-55968 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-81882
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042790
Opened: 2026-10-22 12:43:43
Top score: 0.83