Steward case

CASE-003311

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

OpenCheckpointckpt-run-mvjj6udb-39796workflow paused, state held

Side-by-side comparison

Incoming TPA-55583 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55583incoming	#1MBR-039889Jackie Simpson 0.831 rec. Best evidence: NameDate of birth
Name	Jacqueline K Simpson	Jackie K Simpson
Date of birth	1977-08-11	1977-08-11
Member ID	— N/A	—
SSN	—	•••-••-8008
Phone	—	4259778476
Email	— N/A	—
Address	— UNKNOWN	9403 Highland Ave
City / state / ZIP	— UNKNOWN	Gilbert, AZ, 85246
Group	— -	GRP-6818
Plan	— NULL	CHOICE-PLUS-PPO
Sources, records	TPA1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-039889Jackie Simpson0.83

Matched against ENR-116674, 2 fields compared, weighted score 0.830

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

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-116674Jackie Simpson1977-08-11Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55cbb9d8793f
Escalated TPA-55583, top score 0.83, candidates MBR-039889

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 Jackie SimpsonMBR-039889, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-55583 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-39796
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027898
Opened: 2026-10-22 12:43:43
Top score: 0.83