Steward case

CASE-000277

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

OpenCheckpointckpt-run-mvfoap9e-69979workflow paused, state held

Side-by-side comparison

Incoming TPA-64080 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-64080incoming	#1MBR-000784Zachary Ramos 0.833 rec. Best evidence: NameDate of birth
Name	Zachary Ramos	Zachary I Ramos
Date of birth	2005-02-23	2005-02-23
Member ID	— null	UHC-23354-60
SSN	— •••-••--	—
Phone	—	4659933339
Email	zachary.ramos6@icloud.com	—
Address	— NULL	9573 Valley View Dr
City / state / ZIP	— null,	Miami, FL, 33173
Group	— NULL	GRP-3230
Plan	— NULL	MEDICARE-ADV-A
Sources, records	TPA1 record	CLM ×2ENR ×13 records

Evidence detail

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

▶#1MBR-000784Zachary Ramos0.83

Matched against CLM-431909, 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-431909Zachary Ramos2005-02-23Scored 1.00
CLMCLM-431908Zachary Ramos2005-02-23Scored 1.00
ENRENR-141887Zachary Raoms2005-02-23Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:399278da992d
Escalated TPA-64080, top score 0.83, candidates MBR-000784

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 Zachary RamosMBR-000784, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-64080 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-69979
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039505
Opened: 2026-10-19 19:54:36
Top score: 0.83