Steward case

CASE-000990

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

OpenCheckpointckpt-run-mvfoap9e-49934workflow paused, state held

Side-by-side comparison

Incoming TPA-63255 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-63255incoming	#1MBR-028087Martha Marquez 0.834 rec. Best evidence: NameDate of birth
Name	Martha Marquez	Martha J Marquez
Date of birth	2002-07-06	2002-07-06
Member ID	— NULL	UHC-95428-18
SSN	—	•••-••-7261
Phone	— -	8807405655
Email	—	martha.marquez@aol.com
Address	— -	6570 Mesa Dr
City / state / ZIP	— NULL	Phoenix, AZ, 85053
Group	—	GRP-4200
Plan	—	NAVIGATE-HMO
Sources, records	TPA1 record	TPA ×2ENR ×24 records

Evidence detail

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

▶#1MBR-028087Martha Marquez0.83

Matched against TPA-63253, 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-63253Martha Marquez2002-07-06Scored 1.00
TPATPA-63254Martha Marquez2002-07-06Scored 1.00
ENRENR-139371Martha Marquez2002-07-06Scored 1.00
ENRENR-139370Martha Marquez2002-07-06Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39b36a7f88dc
Escalated TPA-63255, top score 0.83, candidates MBR-028087

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 Martha MarquezMBR-028087, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-63255 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-49934
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-032426
Opened: 2026-10-19 19:54:36
Top score: 0.83