Steward case

CASE-003758

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

OpenCheckpointckpt-run-mvjj6udb-35389workflow paused, state held

Side-by-side comparison

Incoming TPA-51723 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51723incoming	#1MBR-028449Jennifer Schmidt 0.832 rec. Best evidence: NameDate of birth
Name	Jennifer B Schmidt	Jennifer B Schmidt
Date of birth	1952-01-28 Jan 28, 1952	1952-01-28
Member ID	— N/A	UHC-32919-73
SSN	— •••-••-UNKNOWN	•••-••-4468
Phone	—	5357091043
Email	—	—
Address	— -	1207 Washington St
City / state / ZIP	— null, UNKNOWN	Atlanta, GA, 30360
Group	— -	GRP-5751
Plan	OPTIONS-PPO	CHOICE-PLUS-PPO
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-028449Jennifer Schmidt0.83

Matched against CLM-403986, 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-105192Jennifer SchmidtScored 1.00
CLMCLM-403986Jennifer Schmidt1952-01-28Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:550cbd5c162a
Escalated TPA-51723, top score 0.83, candidates MBR-028449

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 Jennifer SchmidtMBR-028449, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-51723 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-35389
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-025719
Opened: 2026-10-22 12:43:43
Top score: 0.83