Steward case

CASE-000910

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

OpenCheckpointckpt-run-mvjj6udb-36715workflow paused, state held

Side-by-side comparison

Incoming TPA-55057 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55057incoming	#1MBR-029645Luis Ortyz 0.831 rec. Best evidence: NameDate of birth	#2MBR-036022Bobby Ortiz 0.801 rec. Best evidence: Date of birth
Name	Luis Ortiz	Luis Ortyz	Bobby W Ortiz
Date of birth	1951-11-28	1951-11-28	1951-11-28
Member ID	— N/A	UHC-74768-48	UHC-28257-23
SSN	—	—	•••-••-6032
Phone	—	2976755315	—
Email	—	luis.ortiz15@outlook.com	bobby.ortiz85@aol.com
Address	—	2900 Oak St	8007 Cedar Ln
City / state / ZIP	— UNKNOWN	Mesa, AZ, 85281	Houston, TX, 77037
Group	GRP-2678	GRP-2678	GRP-8211
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A	CORE-HMO
Sources, records	TPA1 record	ENR ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-029645Luis Ortyz0.83

Matched against ENR-115101, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.94	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-115101Luis Ortyz1951-11-28Single record 1.00

▶#2MBR-036022Bobby Ortiz0.80

Matched against ENR-111924, 2 fields compared, weighted score 0.800

Field	Similarity	Weight	Share	Note
Name	0.60	3	50%
Date of birth	1.00	3	50%	exact

Guard: noneConflicts: none

Records in this identity

ENRENR-111924Bobby Ortiz1951-11-28Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5573e60a3ed1
Escalated TPA-55057, top score 0.83, candidates MBR-029645, MBR-036022

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 Luis OrtyzMBR-029645, score 0.83, 1 recordLinkLink to Bobby OrtizMBR-036022, score 0.80, 1 recordLinkConfirm as a distinct identityTPA-55057 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-36715
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026396
Opened: 2026-10-22 12:43:43
Top score: 0.83