Steward case

CASE-000428

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

OpenCheckpointckpt-run-mvfoap9e-13910workflow paused, state held

Side-by-side comparison

Incoming TPA-64131 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-64131incoming	#1MBR-001305Mateo Sims 0.831 rec. Best evidence: NameDate of birth	#2MBR-028443Mateo Sims 0.751 rec. Best evidence: Name
Name	Mateo I Sims	Mateo I Sims	Mateo Sims
Date of birth	1981-03-12	1981-03-12	1980-03-12
Member ID	— UNKNOWN	UHC-95091-31	—
SSN	— •••-••-N/A	•••-••-7069	—
Phone	—	5816805694	—
Email	—	mateo.sims@outlook.com	—
Address	— NULL	4897 Canyon Rd	4897 Canyon Rd
City / state / ZIP	— , NULL, N/A	San Diego, CA, 92187	San Diego, CA, 92187
Group	GRP-1147	GRP-1147	GRP-1147
Plan	— -	OPTIONS-PPO	—
Sources, records	TPA1 record	ENR ×11 record	TPA ×11 record

Evidence detail

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

▶#1MBR-001305Mateo Sims0.83

Matched against ENR-142030, 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-142030Mateo Sims1981-03-12Single record 1.00

▶#2MBR-028443Mateo Sims0.75

Matched against TPA-64132, 2 fields compared, weighted score 0.750

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

TPATPA-64132Mateo Sims1980-03-12Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:398a723b3651
Escalated TPA-64131, top score 0.83, candidates MBR-001305, MBR-028443

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 Mateo SimsMBR-001305, score 0.83, 1 recordLinkLink to Mateo SimsMBR-028443, score 0.75, 1 recordLinkConfirm as a distinct identityTPA-64131 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-13910
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-012015
Opened: 2026-10-19 19:54:36
Top score: 0.83