Steward case

CASE-002109

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

OpenCheckpointckpt-run-mvjj6udb-33215workflow paused, state held

Side-by-side comparison

Incoming TPA-58037 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-58037incoming	#1MBR-015299Ronald Price 0.831 rec. Best evidence: NameDate of birth	#2MBR-041277Michelle Price 0.643 rec. Best evidence: none ≥ 0.90
Name	Ronald Price	Ronald Price	Michelle R Price
Date of birth	1983-08-01	1983-08-01	1983-08-09
Member ID	— NULL	UHC-60219-54	UHC-08987-60
SSN	•••-••-2459	—	—
Phone	— UNKNOWN	2872778067	9624008270
Email	ronald.price@gmail.com	—	—
Address	280 Spring St 280 Spring Street	—	5625 Pine Dr
City / state / ZIP	Gilbert, AZ, 85200	—	Glendale, AZ, 85359
Group	— NULL	—	GRP-6200
Plan	— UNKNOWN	OPTIONS-PPO	CORE-HMO
Sources, records	TPA1 record	PRV ×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-015299Ronald Price0.83

Matched against PRV-25394, 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

PRVPRV-25394Ronald Price1983-08-01Single record 1.00

▶#2MBR-041277Michelle Price0.64

Matched against CLM-421216, 2 fields compared, weighted score 0.636

Field	Similarity	Weight	Share	Note
Name	0.77	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-421215Michelle Price1983-08-09Rule 0.99
ENRENR-127834Michelle Price1983-08-09Rule 0.99
CLMCLM-421216Michelle Price1983-08-09Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55e993ab501a
Escalated TPA-58037, top score 0.83, candidates MBR-015299, MBR-041277

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 Ronald PriceMBR-015299, score 0.83, 1 recordLinkLink to Michelle PriceMBR-041277, score 0.64, 3 recordsLinkConfirm as a distinct identityTPA-58037 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-33215
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024550
Opened: 2026-10-22 12:43:43
Top score: 0.83