Steward case

CASE-003235

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

OpenCheckpointckpt-run-mvjj6udb-21642workflow paused, state held

Side-by-side comparison

Incoming TPA-56739 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-56739incoming	#1MBR-039304Jacqueline McCoy 0.831 rec. Best evidence: NameDate of birth
Name	Jacike McCoy	Jacqueline McCoy
Date of birth	1939-11-01 11/01/39	1939-11-01
Member ID	—	—
SSN	— •••-••-null	—
Phone	— UNKNOWN	9819756254
Email	— UNKNOWN	—
Address	— NULL	4927 Church St
City / state / ZIP	— NULL	San Antonio, TX
Group	— NULL	—
Plan	— null	—
Sources, records	TPA1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-039304Jacqueline McCoy0.83

Matched against TPA-56740, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.92	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-56740Jacqueline McCoy1939-11-01Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55351e6b3704
Escalated TPA-56739, top score 0.83, candidates MBR-039304

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 Jacqueline McCoyMBR-039304, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-56739 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-21642
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-017540
Opened: 2026-10-22 12:43:43
Top score: 0.83