Steward case

CASE-000643

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

OpenCheckpointckpt-run-mvjj6udb-75733workflow paused, state held

Side-by-side comparison

Incoming TPA-61752 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-61752incoming	#1MBR-033292Sara Cruz 0.831 rec. Best evidence: NameDate of birth
Name	Sara Cruz	Sara Cruz
Date of birth	1962-05-20	1962-05-20
Member ID	— null	—
SSN	—	—
Phone	— UNKNOWN	6633857504
Email	— UNKNOWN	—
Address	—	5142 Central Ave
City / state / ZIP	— UNKNOWN , UNKNOWN	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-033292Sara Cruz0.83

Matched against TPA-61753, 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-61753Sara Cruz1962-05-20Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5530b3ca1aca
Escalated TPA-61752, top score 0.83, candidates MBR-033292

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-033292, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-61752 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-75733
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-041171
Opened: 2026-10-22 12:43:43
Top score: 0.83