Steward case

CASE-000249

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

OpenCheckpointckpt-run-mvfoap9e-93137workflow paused, state held

Side-by-side comparison

Incoming TPA-50439 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-50439incoming	#1MBR-018971Justin Ortiz 0.832 rec. Best evidence: NameDate of birth
Name	Justin Ortiz	Justin Ortiz
Date of birth	1956-12-05 Dec 5, 1956	1956-12-05
Member ID	— UNKNOWN	UHC-24168-07
SSN	— •••-••-UNKNOWN	•••-••-6819
Phone	— NULL	5466747824
Email	—	—
Address	— NULL	8585 Maple Ave
City / state / ZIP	—	Columbus, OH, 43263
Group	GRP-8488	GRP-8488
Plan	— UNKNOWN	NAVIGATE-HMO
Sources, records	TPA1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-018971Justin Ortiz0.83

Matched against ENR-101266, 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

ENRENR-101266Justin Ortiz1956-12-05Rule 0.99
CLMCLM-400961Justin Ortiz1956-12-05Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3954f53fcb79
Escalated TPA-50439, top score 0.83, candidates MBR-018971

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 Justin OrtizMBR-018971, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-50439 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-93137
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045421
Opened: 2026-10-19 19:54:36
Top score: 0.83