Steward case

CASE-000642

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

OpenCheckpointckpt-run-mvjj6udb-52214workflow paused, state held

Side-by-side comparison

Incoming TPA-61753 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-61753incoming	#1MBR-041171Sara Cruz 0.831 rec. Best evidence: NameDate of birth
Name	Sara Cruz	Sara Cruz
Date of birth	1962-05-20 05/20/1962	1962-05-20
Member ID	—	—
SSN	—	—
Phone	6633857504 663-385-7504	—
Email	—	—
Address	5142 Central Ave 5142 CENTRAL AVENUE	—
City / state / ZIP	Chandler, AZ, 85284	—
Group	—	—
Plan	MEDICARE-ADV-A	—
Sources, records	TPA1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-041171Sara Cruz0.83

Matched against TPA-61752, 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-61752Sara Cruz1962-05-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5528bff3035a
Escalated TPA-61753, top score 0.83, candidates MBR-041171

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 CruzMBR-041171, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-61753 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-52214
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033292
Opened: 2026-10-22 12:43:43
Top score: 0.83