Steward case

CASE-003602

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

OpenCheckpointckpt-run-mvfoap9e-95622workflow paused, state held

Side-by-side comparison

Incoming TPA-50385 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-50385incoming	#1MBR-033024Carl Obrien 0.833 rec. Best evidence: NameDate of birth
Name	Crl Obrien OBrien, Crl	Carl Obrien
Date of birth	1976-10-12 Oct 12, 1976	1976-10-12
Member ID	— null	UHC-87879-70
SSN	—	—
Phone	— -	3207359504
Email	— null	carl.obrien@gmail.com
Address	— NULL	3482 Jefferson Ave
City / state / ZIP	— UNKNOWN , null, UNKNOWN	Minneapolis, MN, 55456
Group	—	GRP-9229
Plan	—	MEDICARE-ADV-B
Sources, records	TPA1 record	CLM ×1ENR ×23 records

Evidence detail

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

▶#1MBR-033024Carl Obrien0.83

Matched against CLM-400822, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-400822Carl Obrien1976-10-12Rule 0.99
ENRENR-101090Carl Obrien1976-10-12Rule 0.99
ENRENR-101091Carl Obrien1976-10-12Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:391b7589fbb8
Escalated TPA-50385, top score 0.83, candidates MBR-033024

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 Carl ObrienMBR-033024, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-50385 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-mvfoap9e-95622
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045942
Opened: 2026-10-19 19:54:36
Top score: 0.83