Steward case

CASE-000742

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

OpenCheckpointckpt-run-mvfoap9e-10713workflow paused, state held

Side-by-side comparison

Incoming TPA-56201 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-56201incoming	#1MBR-002390David Hernandez 0.836 rec. Best evidence: NameDate of birth
Name	David I Hernandez	David I Hernandez
Date of birth	1987-06-28	1987-06-28
Member ID	— null	UHC-79977-02
SSN	— •••-••--	•••-••-5115
Phone	— NULL	6913086821
Email	— -	david.hernandez@aol.com
Address	— UNKNOWN	8201 Camelback Rd
City / state / ZIP	— NULL, UNKNOWN	Orlando, FL
Group	GRP-5652	GRP-5652
Plan	— NULL	NAVIGATE-HMO
Sources, records	TPA1 record	TPA ×1PRV ×3CLM ×26 records

Evidence detail

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

▶#1MBR-002390David Hernandez0.83

Matched against TPA-56200, 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-56200David Hernandez1987-06-28Scored 1.00
PRVPRV-24073David Hernandez1987-06-28Scored 1.00
CLMCLM-414041Daviid Hernandez1987-06-28Scored 1.00
CLMCLM-414040David Hernandez1987-06-28Rule 0.99
PRVPRV-24074David Hernandez1987-06-28Scored 1.00
PRVPRV-24075David Hernandez1987-06-28Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39af595c92b9
Escalated TPA-56201, top score 0.83, candidates MBR-002390

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 David HernandezMBR-002390, score 0.83, 6 recordsLinkConfirm as a distinct identityTPA-56201 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-10713
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-009477
Opened: 2026-10-19 19:54:36
Top score: 0.83