Steward case

CASE-001546

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

OpenCheckpointckpt-run-mvfoap9e-49604workflow paused, state held

Side-by-side comparison

Incoming TPA-50224 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-50224incoming	#1MBR-022877Evelyn Rodriguez 0.831 rec. Best evidence: NameDate of birth	#2MBR-011393Evelyn Rodriguez 0.753 rec. Best evidence: NameDate of birth
Name	Evelyn Rodriguez Rodriguez, Evelyn	Evelyn Rodriguez	Evelyn U Rodriguez
Date of birth	1946-12-04	1946-12-04	1946-12-04
Member ID	— null	—	UHC-93535-65
SSN	—	—	•••-••-5517
Phone	— N/A	—	9156511326
Email	— -	—	—
Address	3046 Spring St 3046 SPRING STREET	—	44 Palm Dr
City / state / ZIP	Nashville, TN, 37258 NASHVILLE, Tennessee, 37258	—	Austin, TX, 78767
Group	— NULL	GRP-2226	GRP-2226
Plan	— UNKNOWN	CORE-HMO	CORE-HMO
Sources, records	TPA1 record	CLM ×11 record	ENR ×1PRV ×1CLM ×13 records

Evidence detail

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

▶#1MBR-022877Evelyn Rodriguez0.83

Matched against CLM-400518, 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

CLMCLM-400518Evelyn Rodriguez1946-12-04Single record 1.00

▶#2MBR-011393Evelyn Rodriguez0.75

Matched against ENR-100708, 3 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	1.00	3	38%	exact
Address	0.00	2	25%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-100708Evelyn Rodriguez1946-12-04Rule 0.99
PRVPRV-20153Evelyn Rodriguez1946-12-04Rule 0.99
CLMCLM-400517Evelyn Rodriguz1946-12-04Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39f5be39fb5d
Escalated TPA-50224, top score 0.83, candidates MBR-022877, MBR-011393

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 Evelyn RodriguezMBR-022877, score 0.83, 1 recordLinkLink to Evelyn RodriguezMBR-011393, score 0.75, 3 recordsLinkConfirm as a distinct identityTPA-50224 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-49604
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-032282
Opened: 2026-10-19 19:54:36
Top score: 0.83