Steward case

CASE-000984

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

OpenCheckpointckpt-run-mvfoap9e-76233workflow paused, state held

Side-by-side comparison

Incoming TPA-56726 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-56726incoming	#1MBR-003340Brittany Kelley 0.834 rec. Best evidence: NameDate of birth	#2MBR-033419Brittany Kelley 0.831 rec. Best evidence: NameDate of birth	#3MBR-003451Virginia Kelley 0.651 rec. Best evidence: none ≥ 0.90
Name	Brittny Kelley Kelley, Brittny	Brittany Kelley	Brittany Kelley	Virginia E Kelley
Date of birth	1943-09-13	1943-09-13	1943-09-13	1943-09-03
Member ID	— N/A	UHC-07098-28	—	UHC-83659-27
SSN	— •••-••-null	•••-••-8435	—	•••-••-7293
Phone	— NULL	3189762810	—	2712190202
Email	— N/A	—	—	virginia.kelley@icloud.com
Address	—	9482 Meadow Ln	—	830 Baseline Rd
City / state / ZIP	— UNKNOWN,	Dallas, TX, 75224	—	Plano, TX, 75015
Group	—	GRP-0774	GRP-0774	GRP-4012
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B	—	MEDICARE-ADV-B
Sources, records	TPA1 record	PRV ×1ENR ×34 records	CLM ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-003340Brittany Kelley0.83

Matched against PRV-24513, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-24513Brittany Kelley1943-09-13Rule 0.99
ENRENR-120176Brittany Kelley1943-09-13Rule 0.99
ENRENR-120175Brittany Kelley1943-09-13Rule 0.99
ENRENR-120177Brittany Kelley1943-09-13Rule 0.99

▶#2MBR-033419Brittany Kelley0.83

Matched against CLM-415306, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.99	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-415306Brittany Kelley1943-09-13Single record 1.00

▶#3MBR-003451Virginia Kelley0.65

Matched against ENR-115450, 2 fields compared, weighted score 0.648

Field	Similarity	Weight	Share	Note
Name	0.80	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-115450Virginia Kelley1943-09-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3962454fdac6
Escalated TPA-56726, top score 0.83, candidates MBR-003340, MBR-033419, MBR-003451

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 Brittany KelleyMBR-003340, score 0.83, 4 recordsLinkLink to Brittany KelleyMBR-033419, score 0.83, 1 recordLinkLink to Virginia KelleyMBR-003451, score 0.65, 1 recordLinkConfirm as a distinct identityTPA-56726 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-76233
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041306
Opened: 2026-10-19 19:54:36
Top score: 0.83