Steward case

CASE-003830

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

OpenCheckpointckpt-run-mvfoap9e-76889workflow paused, state held

Side-by-side comparison

Incoming TPA-61161 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-61161incoming	#1MBR-027338Joan Webb 0.831 rec. Best evidence: NameDate of birth
Name	Joan Webb	Joan L Webb
Date of birth	2005-09-03 09/03/2005	2005-09-03
Member ID	— null	UHC-40570-11
SSN	— •••-••--	—
Phone	3433387023 (343) 338-7023	—
Email	— -	—
Address	8859 Ridge Rd 8859 Ridge Road	—
City / state / ZIP	Denver, CO, 80293 DENVER, Colorado, 80293	—
Group	GRP-3488	GRP-3488
Plan	MEDICARE-ADV-B	—
Sources, records	TPA1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-027338Joan Webb0.83

Matched against CLM-425275, 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-425275Joan Webb2005-09-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39cfc85715af
Escalated TPA-61161, top score 0.83, candidates MBR-027338

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 Joan WebbMBR-027338, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-61161 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-mvfoap9e-76889
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041491
Opened: 2026-10-19 19:54:36
Top score: 0.83