Steward case

CASE-000018

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

OpenCheckpointckpt-run-mvfoap9e-67842workflow paused, state held

Side-by-side comparison

Incoming TPA-64406 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-64406incoming	#1MBR-034377Richard Perry 0.831 rec. Best evidence: NameDate of birth	#2MBR-000079Richard Perry 0.812 rec. Best evidence: NameAddress
Name	Richard Perry	Richard Perry	Richard H Perry
Date of birth	1964-03-20 Mar 20, 1964	1964-03-20	1963-03-20
Member ID	— NULL	—	UHC-85723-78
SSN	— •••-••-N/A	—	•••-••-1568
Phone	— NULL	—	6895056331
Email	— NULL	—	richard.perry@icloud.com
Address	1196 Park Pl 1196 Park Place	—	1196 Park Pl
City / state / ZIP	Atlanta, GA, 30302	—	Atlanta, GA, 30302
Group	— UNKNOWN	—	GRP-2940
Plan	— UNKNOWN	SELECT-EPO	SELECT-EPO
Sources, records	TPA1 record	TPA ×11 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-034377Richard Perry0.83

Matched against TPA-64407, 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-64407Richard Perry1964-03-20Single record 1.00

▶#2MBR-000079Richard Perry0.81

Matched against ENR-142868, 3 fields compared, weighted score 0.813

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	0.50	3	38%	one_digit
Address	1.00	2	25%	exact

Guard: noneConflicts: none

Records in this identity

ENRENR-142868Richard Perry1963-03-20Rule 0.99
CLMCLM-432661Richard Perry1963-03-20Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:393aa40931a7
Escalated TPA-64406, top score 0.83, candidates MBR-034377, MBR-000079

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 Richard PerryMBR-034377, score 0.83, 1 recordLinkLink to Richard PerryMBR-000079, score 0.81, 2 recordsLinkConfirm as a distinct identityTPA-64406 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-67842
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038851
Opened: 2026-10-19 19:54:36
Top score: 0.83