Steward case

CASE-003481

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

OpenCheckpointckpt-run-mvjj6udb-33251workflow paused, state held

Side-by-side comparison

Incoming TPA-52625 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-52625incoming	#1MBR-025340Beverly Burns 0.834 rec. Best evidence: NameDate of birth	#2MBR-028844Beverly Burns 0.831 rec. Best evidence: NameDate of birth
Name	Beverly Burns	Beverly S Burns	Beverly Burns
Date of birth	1959-10-10	1959-10-10	1959-10-10
Member ID	— N/A	UHC-82374-33	—
SSN	— •••-••-N/A	•••-••-8200	—
Phone	— null	5269960668	—
Email	— -	beverly.burns@icloud.com	—
Address	— NULL	2251 Lincoln Way	—
City / state / ZIP	— NULL , null	Tempe, AZ, 85276	—
Group	— -	GRP-6529	—
Plan	SELECT-EPO	SELECT-EPO	—
Sources, records	TPA1 record	ENR ×2CLM ×24 records	TPA ×11 record

Evidence detail

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

▶#1MBR-025340Beverly Burns0.83

Matched against ENR-107788, 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

ENRENR-107788Beverly Burns1959-10-10Rule 0.99
CLMCLM-405916Beverly Burns1959-10-10Rule 0.97
CLMCLM-405915Beverly Burns1959-10-10Rule 0.99
ENRENR-107787Beverly Burns1959-10-10Rule 0.99

▶#2MBR-028844Beverly Burns0.83

Matched against TPA-52624, 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

TPATPA-52624Beverly Burns1959-10-10Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55b97e2bf17b
Escalated TPA-52625, top score 0.83, candidates MBR-025340, MBR-028844

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 Beverly BurnsMBR-025340, score 0.83, 4 recordsLinkLink to Beverly BurnsMBR-028844, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-52625 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-33251
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024572
Opened: 2026-10-22 12:43:43
Top score: 0.83