Steward case

CASE-000022

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

OpenCheckpointckpt-run-mvfoap9e-3951workflow paused, state held

Side-by-side comparison

Incoming TPA-61792 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-61792incoming	#1MBR-044826Kelly Richardson 0.831 rec. Best evidence: NameDate of birth	#2MBR-041621Kelly Richardson 0.631 rec. Best evidence: Name
Name	Kelly Richardson Richardson, Kelly	Kelly T Richardson	Kelly Q Richardson
Date of birth	1957-03-09 19570309	1957-03-09	1961-03-09
Member ID	—	UHC-12262-40	UHC-55203-07
SSN	— •••-••-null	•••-••-8626	•••-••-5887
Phone	— NULL	6322474020	4085635948
Email	—	—	—
Address	— -	7744 Lincoln Way	348 Mesa Dr
City / state / ZIP	— -, UNKNOWN, -	Tempe, AZ, 85231	Chandler, AZ, 85214
Group	— NULL	GRP-4503	GRP-4891
Plan	— N/A	MEDICARE-ADV-B	CHOICE-PLUS-PPO
Sources, records	TPA1 record	ENR ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-044826Kelly Richardson0.83

Matched against ENR-135020, 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-135020Kelly Richardson1957-03-09Single record 1.00

▶#2MBR-041621Kelly Richardson0.63

Matched against ENR-129116, 2 fields compared, weighted score 0.625

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	0.25	3	50%	month_day

Guard: noneConflicts: none

Records in this identity

ENRENR-129116Kelly Richardson1961-03-09Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:391b346bf444
Escalated TPA-61792, top score 0.83, candidates MBR-044826, MBR-041621

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 Kelly RichardsonMBR-044826, score 0.83, 1 recordLinkLink to Kelly RichardsonMBR-041621, score 0.63, 1 recordLinkConfirm as a distinct identityTPA-61792 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-3951
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-003717
Opened: 2026-10-19 19:54:36
Top score: 0.83