Steward case

CASE-000188

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

OpenCheckpointckpt-run-mvfoap9e-44379workflow paused, state held

Side-by-side comparison

Incoming TPA-50461 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-50461incoming	#1MBR-043593Henry Gray 0.833 rec. Best evidence: NameDate of birth	#2MBR-031613Emily Gray 0.671 rec. Best evidence: none ≥ 0.90
Name	Henry Gray	Henry W Gray	Emily Gray
Date of birth	1950-12-21 21-12-1950	1950-12-21	1950-11-21
Member ID	— null	UHC-82608-67	UHC-52436-73
SSN	— •••-••- NULL	•••-••-6708	•••-••-2851
Phone	— -	5154205663	9163146156
Email	— NULL	—	—
Address	— -	119 Park Pl	9236 Baseline Rd # 281
City / state / ZIP	— N/A, NULL, UNKNOWN	Gilbert, AZ, 85282	Las Vegas, NV, 89199
Group	— NULL	GRP-2513	GRP-9191
Plan	—	OPTIONS-PPO	MEDICARE-ADV-B
Sources, records	TPA1 record	CLM ×1ENR ×1PRV ×13 records	ENR ×11 record

Evidence detail

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

▶#1MBR-043593Henry Gray0.83

Matched against CLM-401012, 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-401012Henry Gray1950-12-21Scored 1.00
ENRENR-101320Henry Gray1950-12-21Rule 0.99
PRVPRV-20322Henry Gray1950-12-21Scored 1.00

▶#2MBR-031613Emily Gray0.67

Matched against ENR-111084, 2 fields compared, weighted score 0.670

Field	Similarity	Weight	Share	Note
Name	0.84	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-111084Emily Gray1950-11-21Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392390d8a21d
Escalated TPA-50461, top score 0.83, candidates MBR-043593, MBR-031613

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 Henry GrayMBR-043593, score 0.83, 3 recordsLinkLink to Emily GrayMBR-031613, score 0.67, 1 recordLinkConfirm as a distinct identityTPA-50461 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-44379
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030008
Opened: 2026-10-19 19:54:36
Top score: 0.83