Steward case

CASE-000419

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

OpenCheckpointckpt-run-mvfoap9e-62819workflow paused, state held

Side-by-side comparison

Incoming TPA-55770 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55770incoming	#1MBR-001274Sara Espinoza 0.833 rec. Best evidence: NameDate of birth
Name	Sara Espinoza	Sara S Espinoza
Date of birth	1997-01-27 27-01-1997	1997-01-27
Member ID	— NULL	UHC-90159-04
SSN	—	•••-••-4819
Phone	— NULL	7938200340
Email	— NULL	sara.espinoza97@aol.com
Address	— N/A	859 Grand Ave
City / state / ZIP	— null	Tempe, AZ, 85201
Group	—	GRP-5707
Plan	—	OPTIONS-PPO
Sources, records	TPA1 record	ENR ×1TPA ×1PRV ×13 records

Evidence detail

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

▶#1MBR-001274Sara Espinoza0.83

Matched against ENR-117256, 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-117256Sara Espinoza1997-01-27Scored 1.00
TPATPA-55771Sara Espinoza1997-01-27Scored 1.00
PRVPRV-23803Sara Espinoza1997-01-27Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d3be57b053
Escalated TPA-55770, top score 0.83, candidates MBR-001274

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 Sara EspinozaMBR-001274, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-55770 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-62819
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-037169
Opened: 2026-10-19 19:54:36
Top score: 0.83