Steward case

CASE-000819

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

OpenCheckpointckpt-run-mvfoap9e-33833workflow paused, state held

Side-by-side comparison

Incoming TPA-54842 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-54842incoming	#1MBR-045065Alice Vasquez 0.831 rec. Best evidence: NameDate of birth	#2MBR-011630Harold Vasquez 0.644 rec. Best evidence: none ≥ 0.90	#3MBR-029596Peter Vazquez 0.624 rec. Best evidence: none ≥ 0.90
Name	Alice J Vasquez	Alice J Vasquez	Harold V Vasquez	Peter L Vazquez
Date of birth	2002-04-17 04/17/2002	2002-04-17	2002-04-18	2002-04-11
Member ID	— NULL	—	UHC-05206-24	UHC-44962-11
SSN	•••-••-3427 •••-••-*--3427	—	•••-••-2146	•••-••-5361
Phone	—	6905211382	5215295672	8228597955
Email	—	—	harold.vasquez23@icloud.com	—
Address	—	3626 Canyon Rd	4231 Lake View Rd	8624 Cedar Ln
City / state / ZIP	— N/A, NULL	Fresno, CA, 93742	Mesa, AZ, 85252	Tempe, AZ, 85219
Group	—	—	GRP-5495	GRP-6447
Plan	— N/A	—	MEDICARE-ADV-A	CORE-HMO
Sources, records	TPA1 record	PRV ×11 record	ENR ×1CLM ×2PRV ×14 records	CLM ×2ENR ×1PRV ×14 records

Evidence detail

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

▶#1MBR-045065Alice Vasquez0.83

Matched against PRV-23215, 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

PRVPRV-23215Alice Vasquez2002-04-17Single record 1.00

▶#2MBR-011630Harold Vasquez0.64

Matched against CLM-415410, 2 fields compared, weighted score 0.641

Field	Similarity	Weight	Share	Note
Name	0.78	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-120293Harold Vasquez2002-04-18Rule 0.99
CLMCLM-415410Harold Vasquez2002-04-18Rule 0.99
CLMCLM-415409Harold Vasquez2002-04-18Rule 0.99
PRVPRV-24546Harold Vasquez2001-04-18Rule 0.96

▶#3MBR-029596Peter Vazquez0.62

Matched against CLM-402364, 2 fields compared, weighted score 0.620

Field	Similarity	Weight	Share	Note
Name	0.74	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

CLMCLM-402364Peter Vazquez2002-04-11Scored 1.00
CLMCLM-402363Peter Vazquez2002-04-11Scored 1.00
ENRENR-103026Peter Vazquez2002-04-11Scored 1.00
PRVPRV-20692Peter Vazquez2002-04-11Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392f00c87ce2
Escalated TPA-54842, top score 0.83, candidates MBR-045065, MBR-011630, MBR-029596

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 Alice VasquezMBR-045065, score 0.83, 1 recordLinkLink to Harold VasquezMBR-011630, score 0.64, 4 recordsLinkLink to Peter VazquezMBR-029596, score 0.62, 4 recordsLinkConfirm as a distinct identityTPA-54842 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-33833
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024902
Opened: 2026-10-19 19:54:36
Top score: 0.83