Steward case

CASE-003936

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

OpenCheckpointckpt-run-mvfoap9e-62661workflow paused, state held

Side-by-side comparison

Incoming TPA-57058 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-57058incoming	#1MBR-029315Frances Reed 0.832 rec. Best evidence: NameDate of birth
Name	Frances Reed Reed, Frances	Frances O Reed
Date of birth	1990-02-14	1990-02-14
Member ID	— N/A	UHC-43006-53
SSN	•••-••-1390	—
Phone	— NULL	7397858502
Email	—	frances.reed33@proton.me
Address	—	9448 River Rd
City / state / ZIP	— NULL, -, -	Glendale, AZ, 85372
Group	GRP-6253	GRP-6253
Plan	CORE-HMO	CORE-HMO
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-029315Frances Reed0.83

Matched against ENR-121202, 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-121202Frances Reed1990-02-14Scored 1.00
CLMCLM-416118Frances Reed1990-02-14Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e8a53a3925
Escalated TPA-57058, top score 0.83, candidates MBR-029315

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 Frances ReedMBR-029315, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-57058 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-62661
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037110
Opened: 2026-10-19 19:54:36
Top score: 0.83