Steward case

CASE-000352

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

OpenCheckpointckpt-run-mvfoap9e-1076workflow paused, state held

Side-by-side comparison

Incoming TPA-62792 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-62792incoming	#1MBR-044412Gregory Gonzales 0.831 rec. Best evidence: NameDate of birth
Name	Gregory Gonzales	Gregory Gonzales
Date of birth	1961-02-08	1961-02-08
Member ID	—	UHC-76342-42
SSN	—	—
Phone	8606465190 (860) 646-5190	—
Email	gregory.gonzales75@hotmail.com	—
Address	2432 Highland Ave	—
City / state / ZIP	Scottsdale, AZ, 85294	—
Group	GRP-5571	GRP-5571
Plan	CHOICE-PLUS-PPO	CHOICE-PLUS-PPO
Sources, records	TPA1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-044412Gregory Gonzales0.83

Matched against CLM-428949, 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-428949Gregory Gonzales1961-02-08Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39f37f35f1ab
Escalated TPA-62792, top score 0.83, candidates MBR-044412

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 Gregory GonzalesMBR-044412, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-62792 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-1076
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-001039
Opened: 2026-10-19 19:54:36
Top score: 0.83