Steward case

CASE-000661

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

OpenCheckpointckpt-run-mvfoap9e-45774workflow paused, state held

Side-by-side comparison

Incoming TPA-60417 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-60417incoming	#1MBR-002129Mason Vasquez 0.835 rec. Best evidence: NameDate of birth
Name	Mason Vasquez	Mason M Vasquez
Date of birth	1952-12-01	1952-12-01
Member ID	— NULL	UHC-56594-06
SSN	— •••-••-NULL	•••-••-7527
Phone	— NULL	6696404326
Email	— -	mason.vasquez@hotmail.com
Address	—	7154 Maple Ave
City / state / ZIP	— NULL, N/A	Los Angeles, CA, 90097
Group	GRP-2119	GRP-2119
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	TPA1 record	ENR ×2CLM ×35 records

Evidence detail

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

▶#1MBR-002129Mason Vasquez0.83

Matched against ENR-130938, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-130938Mason Vasquze1952-12-01Scored 0.99
CLMCLM-423649Mason Vasquez1952-12-01Scored 1.00
ENRENR-130939Mason Vasquez1952-12-01Scored 1.00
CLMCLM-423648Mason Vasquez1952-12-01Rule 0.99
CLMCLM-423650Mason Vasquez1952-12-01Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395ad9503e91
Escalated TPA-60417, top score 0.83, candidates MBR-002129

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 Mason VasquezMBR-002129, score 0.83, 5 recordsLinkConfirm as a distinct identityTPA-60417 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-45774
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-030653
Opened: 2026-10-19 19:54:36
Top score: 0.83