Steward case

CASE-003410

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

OpenCheckpointckpt-run-mvfoap9e-36636workflow paused, state held

Side-by-side comparison

Incoming TPA-51232 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51232incoming	#1MBR-020204Stephen Ray 0.833 rec. Best evidence: NameDate of birth
Name	Stephen Ray	Stephen U Ray
Date of birth	1957-01-19 19570119	1957-01-19
Member ID	— N/A	UHC-90976-19
SSN	—	•••-••-9304
Phone	—	8493777360
Email	— NULL	stephen.ray1@yahoo.com
Address	— -	630 Lake View Rd
City / state / ZIP	— N/A, -, null	San Antonio, TX, 78228
Group	—	GRP-3048
Plan	— NULL	NAVIGATE-HMO
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-020204Stephen Ray0.83

Matched against CLM-402875, 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-402875Stephen Ray1957-01-19Rule 0.99
ENRENR-103708Stephen Ray1957-01-19Rule 0.99
CLMCLM-402874Stephen Ray1957-01-19Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394199b290e9
Escalated TPA-51232, top score 0.83, candidates MBR-020204

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 Stephen RayMBR-020204, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-51232 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-36636
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026359
Opened: 2026-10-19 19:54:36
Top score: 0.83