Steward case

CASE-004244

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

OpenCheckpointckpt-run-mvfoap9e-70153workflow paused, state held

Side-by-side comparison

Incoming TPA-59657 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-59657incoming	#1MBR-042827Alice Mills 0.832 rec. Best evidence: NameDate of birth
Name	Alice U Mills	Alice U Mills
Date of birth	1965-02-25	1965-02-25
Member ID	— NULL	UHC-67408-86
SSN	—	•••-••-4809
Phone	—	3602908120
Email	— -	alice.mills@aol.com
Address	— -	8784 Ridge Rd
City / state / ZIP	— UNKNOWN , N/A	Tucson, AZ, 85768
Group	GRP-9023	GRP-9023
Plan	—	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-042827Alice Mills0.83

Matched against ENR-128801, 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-128801Alice Mills1965-02-25Rule 0.99
CLMCLM-421992Alice Mills1965-02-25Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395c1ee0f685
Escalated TPA-59657, top score 0.83, candidates MBR-042827

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 Alice MillsMBR-042827, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-59657 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-70153
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039570
Opened: 2026-10-19 19:54:36
Top score: 0.83