Steward case

CASE-000506

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

OpenCheckpointckpt-run-mvfoap9e-65668workflow paused, state held

Side-by-side comparison

Incoming TPA-63094 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-63094incoming	#1MBR-035635Janice Willis 0.831 rec. Best evidence: NameDate of birth	#2MBR-046105Janice Willis 0.831 rec. Best evidence: NameDate of birth	#3MBR-019045Walsh Janice 0.672 rec. Best evidence: none ≥ 0.90
Name	Janice Willis	Janice Willis	Janice Willis	Walsh Janice
Date of birth	1943-09-05	1943-09-05	1943-09-05	1941-09-05
Member ID	— N/A	UHC-62619-37	—	UHC-88062-59
SSN	—	—	—	—
Phone	— -	—	3186813969	4858116124
Email	—	—	—	janice.walsh@icloud.com
Address	— UNKNOWN	3829 Hillcrest Rd	—	6935 Baseline Rd
City / state / ZIP	— N/A , NULL, null	Orlando, FL, 32829	—	Houston, TX, 77024
Group	GRP-8664	GRP-8664	—	GRP-3106
Plan	SELECT-EPO	—	—	—
Sources, records	TPA1 record	CLM ×11 record	PRV ×11 record	TPA ×1PRV ×12 records

Evidence detail

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

▶#1MBR-035635Janice Willis0.83

Matched against CLM-429631, 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-429631Janice Willis1943-09-05Single record 1.00

▶#2MBR-046105Janice Willis0.83

Matched against PRV-28676, 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

PRVPRV-28676Janice Willis1943-09-05Single record 1.00

▶#3MBR-019045Walsh Janice0.67

Matched against TPA-56915, 2 fields compared, weighted score 0.669

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

TPATPA-56915Janice Walsh1941-09-05Scored 0.98
PRVPRV-24671Walsh Janice1941-09-05Scored 0.98

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3940a97b8ab6
Escalated TPA-63094, top score 0.83, candidates MBR-035635, MBR-046105, MBR-019045

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 Janice WillisMBR-035635, score 0.83, 1 recordLinkLink to Janice WillisMBR-046105, score 0.83, 1 recordLinkLink to Walsh JaniceMBR-019045, score 0.67, 2 recordsLinkConfirm as a distinct identityTPA-63094 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-65668
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038151
Opened: 2026-10-19 19:54:36
Top score: 0.83