Steward case

CASE-000014

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

OpenCheckpointckpt-run-mvfoap9e-89186workflow paused, state held

Side-by-side comparison

Incoming PRV-22634 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	PRVPRV-22634incoming	#1MBR-028549Kathryn Bailey 0.834 rec. Best evidence: NameDate of birth	#2MBR-030967Tyler Bell 0.611 rec. Best evidence: none ≥ 0.90
Name	Kathryn Bailey	Kathryn S Bailey	Tyler Bell
Date of birth	1952-03-04	1952-03-04	1952-04-03
Member ID	— NULL	UHC-55375-25	UHC-15801-13
SSN	— •••-••-N/A	—	•••-••-6295
Phone	— N/A	3886620737	9298344689
Email	kathryn.bailey@aol.com	—	—
Address	— null	4062 Baseline Rd # 826	4712 Forest Ave Apt 17
City / state / ZIP	— -	Tampa, FL	Columbus, OH, 43291
Group	— NULL	GRP-1663	GRP-3716
Plan	MEDICARE-ADV-A	CORE-HMO	CORE-HMO
Sources, records	PRV1 record	CLM ×2TPA ×1PRV ×14 records	ENR ×11 record

Evidence detail

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

▶#1MBR-028549Kathryn Bailey0.83

Matched against CLM-408891, 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-408891Kathryn Bailey1952-03-04Rule 0.99
TPATPA-53896Kathryn Bailey1952-03-04Scored 1.00
CLMCLM-408890Kathryn Bailey1952-03-04Rule 0.99
PRVPRV-22633Kathryn Bailey1952-03-04Scored 1.00

▶#2MBR-030967Tyler Bell0.61

Matched against ENR-122342, 2 fields compared, weighted score 0.607

Field	Similarity	Weight	Share	Note
Name	0.61	3	50%
Date of birth	0.60	3	50%	transposition

Guard: noneConflicts: none

Records in this identity

ENRENR-122342Tyler Bell1952-04-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:390a4e07d95f
Escalated PRV-22634, top score 0.83, candidates MBR-028549, MBR-030967

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 Kathryn BaileyMBR-028549, score 0.83, 4 recordsLinkLink to Tyler BellMBR-030967, score 0.61, 1 recordLinkConfirm as a distinct identityPRV-22634 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-89186
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044520
Opened: 2026-10-19 19:54:36
Top score: 0.83