Steward case

CASE-003675

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

OpenCheckpointckpt-run-mvjj6udb-96733workflow paused, state held

Side-by-side comparison

Incoming TPA-54408 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-54408incoming	#1MBR-024174Steven Nelson 0.833 rec. Best evidence: NameDate of birth
Name	Steen Nelson	Steven Nelson
Date of birth	1964-01-11	1964-01-11
Member ID	— UNKNOWN	UHC-42830-85
SSN	—	•••-••-7245
Phone	—	5655606138
Email	steven.nelson@outlook.com	—
Address	— -	960 Apache Blvd
City / state / ZIP	— N/A, N/A, NULL	Chandler, AZ, 85211
Group	— N/A	GRP-8242
Plan	—	SELECT-EPO
Sources, records	TPA1 record	ENR ×1CLM ×1TPA ×13 records

Evidence detail

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

▶#1MBR-024174Steven Nelson0.83

Matched against ENR-113269, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-113269Steven Nelson1964-01-11Rule 0.99
CLMCLM-410063Steven Nelson1964-01-11Rule 0.99
TPATPA-54409Steven Nelson1964-01-11Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55306eba89a9
Escalated TPA-54408, top score 0.83, candidates MBR-024174

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 Steven NelsonMBR-024174, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-54408 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-96733
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046196
Opened: 2026-10-22 12:43:43
Top score: 0.83