Steward case

CASE-000885

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

OpenCheckpointckpt-run-mvfoap9e-60858workflow paused, state held

Side-by-side comparison

Incoming TPA-52785 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-52785incoming	#1MBR-003520Janice Ellis 0.833 rec. Best evidence: NameDate of birth	#2MBR-044784Janice Ellis 0.601 rec. Best evidence: Name
Name	Janice Ellis	Janice Ellis	Janice B Ellis
Date of birth	1972-04-17	1972-04-17	1972-12-12
Member ID	— -	—	UHC-19036-34
SSN	—	—	•••-••-0532
Phone	— N/A	2313540359	—
Email	— -	janice.ellis@hotmail.com	janice.ellis15@hotmail.com
Address	— -	8233 Valley View Dr	8206 Sunset Blvd
City / state / ZIP	— -, N/A	Seattle, WA, 98153	Fresno, CA, 93710
Group	— NULL	GRP-6216	GRP-7625
Plan	— UNKNOWN	SELECT-EPO	MEDICARE-ADV-A
Sources, records	TPA1 record	PRV ×2TPA ×13 records	ENR ×11 record

Evidence detail

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

▶#1MBR-003520Janice Ellis0.83

Matched against PRV-21836, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-21836Janice Ells1972-04-17Scored 0.99
PRVPRV-21837Janice Ellis1972-04-17Scored 1.00
TPATPA-52784Janice Ellis1972-04-17Scored 1.00

▶#2MBR-044784Janice Ellis0.60

Matched against ENR-135187, 2 fields compared, weighted score 0.600

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	0.20	3	50%	year_only

Guard: noneConflicts: none

Records in this identity

ENRENR-135187Janice Ellis1972-12-12Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3928e96bc18f
Escalated TPA-52785, top score 0.83, candidates MBR-003520, MBR-044784

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 EllisMBR-003520, score 0.83, 3 recordsLinkLink to Janice EllisMBR-044784, score 0.60, 1 recordLinkConfirm as a distinct identityTPA-52785 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-60858
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036502
Opened: 2026-10-19 19:54:36
Top score: 0.83