Steward case

CASE-004063

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

OpenCheckpointckpt-run-mvfoap9e-65392workflow paused, state held

Side-by-side comparison

Incoming TPA-62691 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-62691incoming	#1MBR-032324Kimberly Spencer 0.831 rec. Best evidence: NameDate of birth
Name	Kimberly U Spencer	Kimberly Spencer
Date of birth	1982-12-11 12/11/1982	1982-12-11
Member ID	—	—
SSN	— •••-••-null	—
Phone	— UNKNOWN	8085373682
Email	—	—
Address	7814 Mesa Dr	—
City / state / ZIP	Orlando, FL, 32824	—
Group	—	GRP-1290
Plan	—	CORE-HMO
Sources, records	TPA1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-032324Kimberly Spencer0.83

Matched against TPA-62690, 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

TPATPA-62690Kimberly Spencer1982-12-11Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:390d1f743968
Escalated TPA-62691, top score 0.83, candidates MBR-032324

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 Kimberly SpencerMBR-032324, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-62691 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-65392
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038061
Opened: 2026-10-19 19:54:36
Top score: 0.83