Steward case

CASE-003299

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

OpenCheckpointckpt-run-mvjj6udb-57993workflow paused, state held

Side-by-side comparison

Incoming TPA-56663 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-56663incoming	#1MBR-036907Madison Cole 0.832 rec. Best evidence: NameDate of birth	#2MBR-025659Ronald Cole 0.642 rec. Best evidence: none ≥ 0.90
Name	Madison M Cole	Madison M Cole	Ronald Cole
Date of birth	1952-05-22	1952-05-22	1952-02-22
Member ID	—	UHC-18386-41	UHC-01467-69
SSN	— •••-••-UNKNOWN	—	•••-••-0627
Phone	—	—	3823767927
Email	— -	—	ronald.cole@icloud.com
Address	—	2211 Central Ave	1549 Union St
City / state / ZIP	— null, N/A, NULL	Plano, TX, 75005	Miami, FL, 33108
Group	— UNKNOWN	—	GRP-1139
Plan	— N/A	CORE-HMO	OPTIONS-PPO
Sources, records	TPA1 record	CLM ×22 records	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-036907Madison Cole0.83

Matched against CLM-415131, 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-415131Madison Cole1952-05-22Rule 0.99
CLMCLM-415130Madison Cole1952-05-22Rule 0.99

▶#2MBR-025659Ronald Cole0.64

Matched against ENR-137222, 2 fields compared, weighted score 0.637

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

ENRENR-137222Ronald Cole1952-02-22Scored 0.91
CLMCLM-428373Ronald ColeScored 0.91

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:552d4bc1929d
Escalated TPA-56663, top score 0.83, candidates MBR-036907, MBR-025659

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 Madison ColeMBR-036907, score 0.83, 2 recordsLinkLink to Ronald ColeMBR-025659, score 0.64, 2 recordsLinkConfirm as a distinct identityTPA-56663 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-57993
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035498
Opened: 2026-10-22 12:43:43
Top score: 0.83