Steward case

CASE-003527

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvjj6udb-28145workflow paused, state held

Side-by-side comparison

Incoming TPA-58795 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-58795incoming	#1MBR-023133Doris Jordan 0.832 rec. Best evidence: NameAddress
Name	Doris Jordan	Doris Q Jordan
Date of birth	— 1991-06-62	1991-06-26
Member ID	—	UHC-58784-91
SSN	—	•••-••-4758
Phone	— N/A	6248597258
Email	doris.jordan@aol.com	—
Address	7210 Canyon Rd	7210 Canyon Rd
City / state / ZIP	Charlotte, NC, 28275	Charlotte, NC, 28275
Group	— N/A	GRP-1290
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	TPA1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-023133Doris Jordan0.83

Matched against CLM-419936, 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-126263Doris Jordan1991-06-26Rule 0.99
CLMCLM-419936Doris Jordan1991-06-26Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:551b1c7f64d0
Escalated TPA-58795, top score 0.83, candidates MBR-023133

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 Doris JordanMBR-023133, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-58795 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-28145
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-021673
Opened: 2026-10-22 12:43:43
Top score: 0.83