Steward case

CASE-001092

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

OpenCheckpointckpt-run-mvjj6udb-81971workflow paused, state held

Side-by-side comparison

Incoming TPA-51640 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51640incoming	#1MBR-035696Ryan Rose 0.831 rec. Best evidence: NameDate of birth	#2MBR-026969Ryan Rose 0.752 rec. Best evidence: Name	#3MBR-019626Hlen Rios 0.662 rec. Best evidence: none ≥ 0.90
Name	Ryan Rose	Ryan M Rose	Ryan Rose	Hlen Rios
Date of birth	1964-12-20	1964-12-20	1962-12-20	1964-12-02
Member ID	—	UHC-82883-13	UHC-27369-05	UHC-06308-99
SSN	— •••-••--	—	—	•••-••-0767
Phone	—	8662211364	5265445466	4718544729
Email	— N/A	ryan.rose@proton.me	—	—
Address	—	2981 Central Ave	6663 Highland Ave	4173 Ocean Ave
City / state / ZIP	— UNKNOWN, NULL	Columbus, OH, 43266	Houston, TX, 77093	Columbus, OH, 43219
Group	— null	GRP-7012	GRP-3890	GRP-9229
Plan	—	MEDICARE-ADV-B	MEDICARE-ADV-A	MEDICARE-ADV-B
Sources, records	TPA1 record	ENR ×11 record	CLM ×1TPA ×12 records	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-035696Ryan Rose0.83

Matched against ENR-104900, 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-104900Ryan Rose1964-12-20Single record 1.00

▶#2MBR-026969Ryan Rose0.75

Matched against CLM-418103, 2 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-418103Ryan Rose1962-12-20Scored 1.00
TPATPA-57997Ryan Rose1962-12-20Scored 1.00

▶#3MBR-019626Hlen Rios0.66

Matched against ENR-103155, 2 fields compared, weighted score 0.655

Field	Similarity	Weight	Share	Note
Name	0.71	3	50%
Date of birth	0.60	3	50%	transposition

Guard: noneConflicts: none

Records in this identity

ENRENR-103155Hlen Rios1964-12-02Rule 0.99
CLMCLM-402462Helen Rios1964-12-02Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:555a3885174c
Escalated TPA-51640, top score 0.83, candidates MBR-035696, MBR-026969, MBR-019626

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 Ryan RoseMBR-035696, score 0.83, 1 recordLinkLink to Ryan RoseMBR-026969, score 0.75, 2 recordsLinkLink to Hlen RiosMBR-019626, score 0.66, 2 recordsLinkConfirm as a distinct identityTPA-51640 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-mvjj6udb-81971
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042812
Opened: 2026-10-22 12:43:43
Top score: 0.83