Steward case

CASE-001172

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

OpenCheckpointckpt-run-mvjj6udb-37301workflow paused, state held

Side-by-side comparison

Incoming TPA-55231 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55231incoming	#1MBR-003989Amanda Richards 0.833 rec. Best evidence: NameDate of birth	#2MBR-007825Ryan Richards 0.671 rec. Best evidence: none ≥ 0.90
Name	Amanda Richards	Amanda J Richards	Ryan Richards
Date of birth	1978-03-09	1978-03-09	1978-06-09
Member ID	— N/A	UHC-87362-49	UHC-25214-36
SSN	—	•••-••-6918	•••-••-5691
Phone	—	6905462200	3646159985
Email	—	amanda.richards70@proton.me	ryan.richards75@gmail.com
Address	— NULL	1062 River Rd	4533 Mesa Dr # 596
City / state / ZIP	— null	Chandler, AZ, 85203	Los Angeles, CA, 90039
Group	GRP-2551	GRP-2551	GRP-3057
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B	CHOICE-PLUS-PPO
Sources, records	TPA1 record	CLM ×2ENR ×13 records	ENR ×11 record

Evidence detail

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

▶#1MBR-003989Amanda Richards0.83

Matched against CLM-411878, 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-411878Amana Richards1978-03-09Rule 0.99
ENRENR-115637Amanda Richards1978-03-09Rule 0.99
CLMCLM-411879Amanda Richards1978-03-09Rule 0.99

▶#2MBR-007825Ryan Richards0.67

Matched against ENR-136872, 2 fields compared, weighted score 0.672

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

ENRENR-136872Ryan Richards1978-06-09Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5582e90da24b
Escalated TPA-55231, top score 0.83, candidates MBR-003989, MBR-007825

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 Amanda RichardsMBR-003989, score 0.83, 3 recordsLinkLink to Ryan RichardsMBR-007825, score 0.67, 1 recordLinkConfirm as a distinct identityTPA-55231 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-37301
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026681
Opened: 2026-10-22 12:43:43
Top score: 0.83