Steward case

CASE-000806

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

OpenCheckpointckpt-run-mvjj6udb-8946workflow paused, state held

Side-by-side comparison

Incoming TPA-57161 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-57161incoming	#1MBR-023568Sandra Ortega 0.833 rec. Best evidence: NameDate of birth
Name	Sandra Ortega	Sandra Ortega
Date of birth	1980-12-26	1980-12-26
Member ID	— UNKNOWN	UHC-68680-76
SSN	— •••-••-N/A	•••-••-2646
Phone	—	8608262700
Email	—	sandra.ortega@outlook.com
Address	— -	7314 Hillcrest Rd
City / state / ZIP	— NULL, -, null	Tucson, AZ, 85779
Group	GRP-4532	GRP-4532
Plan	MEDICARE-ADV-B	MEDICARE-ADV-B
Sources, records	TPA1 record	TPA ×2ENR ×13 records

Evidence detail

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

▶#1MBR-023568Sandra Ortega0.83

Matched against TPA-57162, 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-57162Sandra Ortega1980-12-26Rule 0.97
ENRENR-121466Sandra Ortega1980-12-26Rule 0.97
TPATPA-57160Sandra Ortega1980-12-26Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:558fffa3a65f
Escalated TPA-57161, top score 0.83, candidates MBR-023568

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 Sandra OrtegaMBR-023568, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-57161 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-8946
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-008043
Opened: 2026-10-22 12:43:43
Top score: 0.83