Steward case

CASE-003276

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

OpenCheckpointckpt-run-mvfoap9e-52650workflow paused, state held

Side-by-side comparison

Incoming TPA-62036 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-62036incoming	#1MBR-018273Juan Richardson 0.833 rec. Best evidence: NameDate of birth
Name	Juan Richardson	Juan S Richardson
Date of birth	1953-06-28	1953-06-28
Member ID	— UNKNOWN	UHC-66465-99
SSN	— •••-••--	•••-••-8404
Phone	— UNKNOWN	2914235102
Email	—	juan.richardson32@icloud.com
Address	— N/A	4782 Palm Dr
City / state / ZIP	— UNKNOWN	Scottsdale, AZ, 85279
Group	GRP-9751	GRP-9751
Plan	—	MEDICARE-ADV-B
Sources, records	TPA1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-018273Juan Richardson0.83

Matched against CLM-427240, 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

CLMCLM-427240Juan Richardson1953-06-28Rule 0.99
ENRENR-135718Juan Richardson1953-06-28Scored 1.00
CLMCLM-427241Juan Richardson1953-06-28Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3936cc75de4d
Escalated TPA-62036, top score 0.83, candidates MBR-018273

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 Juan RichardsonMBR-018273, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-62036 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-mvfoap9e-52650
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033452
Opened: 2026-10-19 19:54:36
Top score: 0.83