Steward case

CASE-003288

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

OpenCheckpointckpt-run-mvjj6udb-80830workflow paused, state held

Side-by-side comparison

Incoming TPA-52780 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-52780incoming	#1MBR-039076Frances Mason 0.831 rec. Best evidence: NameDate of birth
Name	Frances Mason	Frances C Mason
Date of birth	1979-03-07 3/7/1979	1979-03-07
Member ID	— UNKNOWN	UHC-03601-50
SSN	— •••-••-NULL	•••-••-3026
Phone	— UNKNOWN	—
Email	—	—
Address	7506 Highland Ave	—
City / state / ZIP	Scottsdale, AZ Scottsdale, Arizona, UNKNOWN	—
Group	GRP-3971	GRP-3971
Plan	—	NAVIGATE-HMO
Sources, records	TPA1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-039076Frances Mason0.83

Matched against CLM-406275, 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-406275Frances Mason1979-03-07Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:558c73471a21
Escalated TPA-52780, top score 0.83, candidates MBR-039076

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 Frances MasonMBR-039076, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-52780 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-80830
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042499
Opened: 2026-10-22 12:43:43
Top score: 0.83