Steward case

CASE-000405

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

OpenCheckpointckpt-run-mvjj6udb-22353workflow paused, state held

Side-by-side comparison

Incoming TPA-60104 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-60104incoming	#1MBR-018202Betty Gomez 0.833 rec. Best evidence: NameDate of birth
Name	Betty G Gomez	Betty G Gomez
Date of birth	1977-06-09	1977-06-09
Member ID	— -	UHC-79259-25
SSN	— •••-••-UNKNOWN	•••-••-5954
Phone	— null	3774138090
Email	— -	betty.gomez@outlook.com
Address	—	347 Main St
City / state / ZIP	—	Tampa, FL, 33632
Group	GRP-5576	GRP-5576
Plan	— NULL	MEDICARE-ADV-B
Sources, records	TPA1 record	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-018202Betty Gomez0.83

Matched against ENR-130102, 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-130102Betty Gomez1977-06-09Scored 1.00
CLMCLM-422994Betty Gomez1977-06-09Rule 0.99
CLMCLM-422993Betty Gomez1977-06-09Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:551e80f56a2b
Escalated TPA-60104, top score 0.83, candidates MBR-018202

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 Betty GomezMBR-018202, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-60104 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-22353
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-018015
Opened: 2026-10-22 12:43:43
Top score: 0.83