Steward case

CASE-000745

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

OpenCheckpointckpt-run-mvjj6udb-19111workflow paused, state held

Side-by-side comparison

Incoming TPA-63340 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-63340incoming	#1MBR-030380Judith Delgado 0.832 rec. Best evidence: NameDate of birth	#2MBR-002400Jonathan Delgado 0.681 rec. Best evidence: none ≥ 0.90
Name	Judith Delgado	Judith U Delgado	Jonathan B Delgado
Date of birth	1972-05-25	1972-05-25	1972-05-23
Member ID	— null	UHC-80944-63	UHC-28899-94
SSN	— •••-••--	•••-••-3462	•••-••-5630
Phone	—	2988851940	4855058023
Email	— UNKNOWN	judith.delgado23@icloud.com	jonathan.delgado@gmail.com
Address	— UNKNOWN	6836 Camelback Rd	5209 Park Pl
City / state / ZIP	— null, UNKNOWN, N/A	Los Angeles, CA, 90065	Minneapolis, MN, 55407
Group	GRP-2358	GRP-2358	GRP-8607
Plan	SELECT-EPO	SELECT-EPO	CHOICE-PLUS-PPO
Sources, records	TPA1 record	CLM ×1ENR ×12 records	ENR ×11 record

Evidence detail

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

▶#1MBR-030380Judith Delgado0.83

Matched against CLM-430225, 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

CLMCLM-430225Judith Delgado1972-05-25Rule 0.99
ENRENR-139659Judith Delgado1972-05-25Rule 0.99

▶#2MBR-002400Jonathan Delgado0.68

Matched against ENR-119675, 2 fields compared, weighted score 0.683

Field	Similarity	Weight	Share	Note
Name	0.86	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-119675Jonathan Delgado1972-05-23Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:555fd10a0e23
Escalated TPA-63340, top score 0.83, candidates MBR-030380, MBR-002400

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 Judith DelgadoMBR-030380, score 0.83, 2 recordsLinkLink to Jonathan DelgadoMBR-002400, score 0.68, 1 recordLinkConfirm as a distinct identityTPA-63340 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-19111
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-015803
Opened: 2026-10-22 12:43:43
Top score: 0.83