Steward case

CASE-001117

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

OpenCheckpointckpt-run-mvfoap9e-98587workflow paused, state held

Side-by-side comparison

Incoming TPA-51369 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51369incoming	#1MBR-044703Bobby Ross 0.831 rec. Best evidence: NameDate of birth	#2MBR-018864Bobby Rios 0.603 rec. Best evidence: Name
Name	Robert Ross	Bobby Ross	Bobby Rios
Date of birth	1940-05-01	1940-05-01	1940-05-27
Member ID	— -	—	UHC-55415-79
SSN	•••-••-6346	—	•••-••-5312
Phone	4102859911 +1 410 285 9911	—	2097966565
Email	— N/A	—	bobby.rios73@yahoo.com
Address	—	1209 Forest Ave	4383 Apache Blvd
City / state / ZIP	— null, NULL, -	Miami, FL, 33167	Houston, TX, 77083
Group	— UNKNOWN	GRP-9847	GRP-9365
Plan	— UNKNOWN	CORE-HMO	CORE-HMO
Sources, records	TPA1 record	CLM ×11 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-044703Bobby Ross0.83

Matched against CLM-403189, 2 fields compared, weighted score 0.830

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

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-403189Bobby Ross1940-05-01Single record 1.00

▶#2MBR-018864Bobby Rios0.60

Matched against CLM-405137, 2 fields compared, weighted score 0.605

Field	Similarity	Weight	Share	Note
Name	0.91	3	50%	nickname
Date of birth	0.30	3	50%	year_month

Guard: noneConflicts: none

Records in this identity

CLMCLM-405136Bobby Rios1940-05-27Rule 0.99
ENRENR-106745Bobby Rios1940-05-27Rule 0.99
CLMCLM-405137Bobby Rios1940-05-27Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d149444bdd
Escalated TPA-51369, top score 0.83, candidates MBR-044703, MBR-018864

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 Bobby RossMBR-044703, score 0.83, 1 recordLinkLink to Bobby RiosMBR-018864, score 0.60, 3 recordsLinkConfirm as a distinct identityTPA-51369 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-98587
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046575
Opened: 2026-10-19 19:54:36
Top score: 0.83