Steward case

CASE-000508

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

OpenCheckpointckpt-run-mvfoap9e-55694workflow paused, state held

Side-by-side comparison

Incoming TPA-55460 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55460incoming	#1MBR-035152Brandon Munoz 0.832 rec. Best evidence: NameDate of birth	#2MBR-029369Brandon Munoz 0.831 rec. Best evidence: NameAddress
Name	Brandon Munoz	Brandon Munoz	Brandon Munoz
Date of birth	1954-08-13 08/13/1954	1954-08-13	—
Member ID	—	—	UHC-58272-47
SSN	—	•••-••-6662	•••-••-6662
Phone	— N/A	—	—
Email	— null	—	—
Address	7696 Highland Ave	7696 Highland Ave	7696 Highland Ave
City / state / ZIP	Tempe, AZ, 85265	Tempe, AZ	Tempe, AZ, 85265
Group	GRP-3223	GRP-3223	GRP-3223
Plan	—	CORE-HMO	CORE-HMO
Sources, records	TPA1 record	TPA ×1CLM ×12 records	ENR ×11 record

Evidence detail

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

▶#1MBR-035152Brandon Munoz0.83

Matched against CLM-412387, 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

TPATPA-55459Munoz Brandon1954-08-13Scored 0.98
CLMCLM-412387Brandon Munoz1954-08-13Scored 0.98

▶#2MBR-029369Brandon Munoz0.83

Matched against ENR-116294, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	60%
Address	1.00	2	40%	exact

Guard: Too few fields to compareConflicts: none

Records in this identity

ENRENR-116294Brandon MunozSingle record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397dea77f7cb
Escalated TPA-55460, top score 0.83, candidates MBR-035152, MBR-029369

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 Brandon MunozMBR-035152, score 0.83, 2 recordsLinkLink to Brandon MunozMBR-029369, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-55460 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-55694
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034647
Opened: 2026-10-19 19:54:36
Top score: 0.83