Steward case

CASE-003716

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

OpenCheckpointckpt-run-mvjj6udb-34141workflow paused, state held

Side-by-side comparison

Incoming TPA-56003 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-56003incoming	#1MBR-025762Jerry Phillips 0.832 rec. Best evidence: NameDate of birth
Name	Jerry Phillips	Jerry Phillips
Date of birth	1959-10-23 19591023	1959-10-23
Member ID	—	UHC-98316-08
SSN	— •••-••-N/A	•••-••-8680
Phone	—	8419976554
Email	— -	—
Address	— NULL	5337 Forest Ave
City / state / ZIP	— -	Miami, FL, 33159
Group	GRP-4457	GRP-4457
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	TPA1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-025762Jerry Phillips0.83

Matched against CLM-413673, 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-413673Jerry Phillips1959-10-23Scored 1.00
ENRENR-117879Jerry Phillips1959-10-23Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a016e4c86e
Escalated TPA-56003, top score 0.83, candidates MBR-025762

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 Jerry PhillipsMBR-025762, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-56003 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-34141
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025049
Opened: 2026-10-22 12:43:43
Top score: 0.83