Steward case

CASE-003428

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvjj6udb-26107workflow paused, state held

Side-by-side comparison

Incoming TPA-56364 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-56364incoming	#1MBR-020915Linda Patterson 0.832 rec. Best evidence: NameAddress
Name	Linda N Patterson Patterson, Linda N	Linda N Patterson
Date of birth	— 9151-10-26	1951-10-26
Member ID	— -	UHC-31295-84
SSN	— •••-••--	•••-••-2470
Phone	— UNKNOWN	3582756724
Email	—	linda.patterson@proton.me
Address	9882 Oak St 9882 Oak Street	9882 Oak St
City / state / ZIP	San Antonio, TX, 78260	San Antonio, TX, 78260
Group	GRP-6759	GRP-6759
Plan	— UNKNOWN	MEDICARE-ADV-B
Sources, records	TPA1 record	ENR ×22 records

Evidence detail

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

▶#1MBR-020915Linda Patterson0.83

Matched against ENR-118978, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	60%
Address	1.00	2	40%	exact

Guard: Too few fields to compareConflicts: none

Records in this identity

ENRENR-118978Linda Patterson1951-10-26Rule 0.99
ENRENR-118979Linda Patterson1951-10-26Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55c239366eaa
Escalated TPA-56364, top score 0.83, candidates MBR-020915

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 Linda PattersonMBR-020915, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-56364 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-26107
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-020444
Opened: 2026-10-22 12:43:43
Top score: 0.83