Steward case

CASE-003598

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

OpenCheckpointckpt-run-mvjj6udb-55485workflow paused, state held

Side-by-side comparison

Incoming TPA-62480 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-62480incoming	#1MBR-023084Karen Fisehr 0.832 rec. Best evidence: NameDate of birth
Name	Karen T Fisher	Karen T Fisehr
Date of birth	1987-06-18 18-06-1987	1987-06-18
Member ID	— N/A	UHC-80767-69
SSN	•••-••-5475	—
Phone	— N/A	—
Email	—	karen.fisher76@aol.com
Address	3938 Camelback Rd 3938 Camelback Road	3938 Camelback Rd
City / state / ZIP	Austin, TX, 78730	Austin, TX, 78730
Group	—	—
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	TPA1 record	CLM ×22 records

Evidence detail

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

▶#1MBR-023084Karen Fisehr0.83

Matched against CLM-428225, 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-428225Karen Fisher1987-06-18Rule 0.96
CLMCLM-428224Karen FisehrRule 0.96

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:556d7e0161be
Escalated TPA-62480, top score 0.83, candidates MBR-023084

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 Karen FisehrMBR-023084, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-62480 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-55485
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034566
Opened: 2026-10-22 12:43:43
Top score: 0.83