Steward case

CASE-003482

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

OpenCheckpointckpt-run-mvjj6udb-41765workflow paused, state held

Side-by-side comparison

Incoming TPA-52624 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-52624incoming	#1MBR-024572Beverly Burns 0.831 rec. Best evidence: NameDate of birth	#2MBR-025340Beverly Burns 0.834 rec. Best evidence: NameDate of birth
Name	Beverly Burns	Beverly Burns	Beverly S Burns
Date of birth	1959-10-10	1959-10-10	1959-10-10
Member ID	—	—	UHC-82374-33
SSN	—	—	•••-••-8200
Phone	— NULL	—	5269960668
Email	—	—	beverly.burns@icloud.com
Address	—	—	2251 Lincoln Way
City / state / ZIP	— -, UNKNOWN	—	Tempe, AZ, 85276
Group	— NULL	—	GRP-6529
Plan	— -	SELECT-EPO	SELECT-EPO
Sources, records	TPA1 record	TPA ×11 record	ENR ×2CLM ×24 records

Evidence detail

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

▶#1MBR-024572Beverly Burns0.83

Matched against TPA-52625, 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-52625Beverly Burns1959-10-10Single record 1.00

▶#2MBR-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

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55399dd34036
Escalated TPA-52624, top score 0.83, candidates MBR-024572, MBR-025340

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-024572, score 0.83, 1 recordLinkLink to Beverly BurnsMBR-025340, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-52624 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-41765
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028844
Opened: 2026-10-22 12:43:43
Top score: 0.83