Steward case

CASE-003677

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

OpenCheckpointckpt-run-mvjj6udb-80914workflow paused, state held

Side-by-side comparison

Incoming TPA-53645 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-53645incoming	#1MBR-024194Brenda Banks 0.833 rec. Best evidence: NameDate of birth
Name	Brenda W Banks	Brenda Banks
Date of birth	1977-01-16 01/16/77	1977-01-16
Member ID	— -	—
SSN	—	—
Phone	— N/A	3395057655
Email	— UNKNOWN	—
Address	—	1732 Lincoln Way
City / state / ZIP	— NULL, null,	Scottsdale, AZ, 85224
Group	GRP-6068	GRP-6068
Plan	— N/A	—
Sources, records	TPA1 record	CLM ×2TPA ×13 records

Evidence detail

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

▶#1MBR-024194Brenda Banks0.83

Matched against CLM-408305, 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-408305Brenda Banks1977-01-16Scored 1.00
TPATPA-53646Banks Brenda1977-01-16Scored 0.98
CLMCLM-408306Brenda Banks1977-01-16Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:550c379f5d8d
Escalated TPA-53645, top score 0.83, candidates MBR-024194

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 Brenda BanksMBR-024194, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-53645 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-80914
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042525
Opened: 2026-10-22 12:43:43
Top score: 0.83