Steward case

CASE-003756

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

OpenCheckpointckpt-run-mvjj6udb-93099workflow paused, state held

Side-by-side comparison

Incoming TPA-56667 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-56667incoming	#1MBR-025696Margaret Cox 0.832 rec. Best evidence: NameDate of birth
Name	Margaret Cox	Margaret M Cox
Date of birth	1995-02-01	1995-02-01
Member ID	— -	UHC-24171-72
SSN	— •••-••--	•••-••-7608
Phone	—	7206292101
Email	— N/A	margaret.cox@proton.me
Address	—	1971 Spring St
City / state / ZIP	— N/A,	Charlotte, NC, 28277
Group	—	GRP-2141
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	TPA1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-025696Margaret Cox0.83

Matched against ENR-119920, 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

ENRENR-119920Margaret Cox1995-02-01Rule 0.99
CLMCLM-415134Margaret Cox1995-02-01Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55c091ee57d2
Escalated TPA-56667, top score 0.83, candidates MBR-025696

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 Margaret CoxMBR-025696, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-56667 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-93099
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045410
Opened: 2026-10-22 12:43:43
Top score: 0.83