Steward case

CASE-002554

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

OpenCheckpointckpt-run-mvfoap9e-44774workflow paused, state held

Side-by-side comparison

Incoming TPA-51136 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51136incoming	#1MBR-011071Amy Murray 0.833 rec. Best evidence: NameDate of birth	#2MBR-012866Charles Murray 0.655 rec. Best evidence: none ≥ 0.90	#3MBR-040533Charlees Murray 0.651 rec. Best evidence: none ≥ 0.90
Name	Amy Murray	Amy Murray	Charles P Murray	Charlees Murray
Date of birth	1952-03-15	1952-03-15	1952-01-15	1952-01-15
Member ID	—	UHC-24519-12	UHC-35400-66	—
SSN	—	•••-••-1959	•••-••-3224	•••-••-3224
Phone	— UNKNOWN	—	6703295030	6703295030
Email	—	amy.murray@hotmail.com	charles.murray@icloud.com	—
Address	—	5657 Central Ave	8544 Apache Blvd	5473 Mesa Dr
City / state / ZIP	— NULL	San Diego, CA, 92144	Nashville, TN, 37208	San Diego, CA, 92199
Group	—	GRP-0270	GRP-6232	—
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	TPA1 record	CLM ×2TPA ×13 records	ENR ×1PRV ×2TPA ×1CLM ×15 records	CLM ×11 record

Evidence detail

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

▶#1MBR-011071Amy Murray0.83

Matched against CLM-402654, 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-402654Amy Murray1952-03-15Scored 1.00
TPATPA-51135Amy Murray1952-03-15Scored 1.00
CLMCLM-402655Amy Murray1952-03-15Scored 1.00

▶#2MBR-012866Charles Murray0.65

Matched against ENR-131733, 2 fields compared, weighted score 0.648

Field	Similarity	Weight	Share	Note
Name	0.80	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-131733Charles Murray1952-01-15Scored 1.00
PRVPRV-27151Charles Murray1952-01-15Scored 1.00
PRVPRV-27150Charles Murray1952-01-15Scored 1.00
TPATPA-60700Charlie Murray1952-10-15Scored 0.87
CLMCLM-424274Charles Murraay1952-01-15Scored 0.99

▶#3MBR-040533Charlees Murray0.65

Matched against CLM-424275, 2 fields compared, weighted score 0.647

Field	Similarity	Weight	Share	Note
Name	0.79	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-424275Charlees Murray1952-01-15Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39cc766b1350
Escalated TPA-51136, top score 0.83, candidates MBR-011071, MBR-012866, MBR-040533

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 Amy MurrayMBR-011071, score 0.83, 3 recordsLinkLink to Charles MurrayMBR-012866, score 0.65, 5 recordsLinkLink to Charlees MurrayMBR-040533, score 0.65, 1 recordLinkConfirm as a distinct identityTPA-51136 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-44774
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030202
Opened: 2026-10-19 19:54:36
Top score: 0.83