Steward case

CASE-000911

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

OpenCheckpointckpt-run-mvjj6udb-43581workflow paused, state held

Side-by-side comparison

Incoming ENR-115101 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	ENRENR-115101incoming	#1MBR-026396Luis Ortiz 0.831 rec. Best evidence: NameDate of birth
Name	Luis Ortyz	Luis Ortiz
Date of birth	1951-11-28 28-11-1951	1951-11-28
Member ID	UHC-74768-48	—
SSN	—	—
Phone	2976755315 12976755315	—
Email	luis.ortiz15@outlook.com	—
Address	2900 Oak St	—
City / state / ZIP	Mesa, AZ, 85281	—
Group	GRP-2678	GRP-2678
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A
Sources, records	ENR1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-026396Luis Ortiz0.83

Matched against TPA-55057, 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

TPATPA-55057Luis Ortiz1951-11-28Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55e524633b62
Escalated ENR-115101, top score 0.83, candidates MBR-026396

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 OrtizMBR-026396, score 0.83, 1 recordLinkConfirm as a distinct identityENR-115101 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-43581
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-029645
Opened: 2026-10-22 12:43:43
Top score: 0.83