Steward case

CASE-001004

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

OpenCheckpointckpt-run-mvjj6udb-55369workflow paused, state held

Side-by-side comparison

Incoming TPA-58822 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-58822incoming	#1MBR-003455Marcus Salazar 0.833 rec. Best evidence: NameDate of birth
Name	Marcus Salazar	Marcus K Salazar
Date of birth	2000-01-18 18-01-2000	2000-01-18
Member ID	—	UHC-25548-17
SSN	— •••-••-UNKNOWN	—
Phone	— -	6922079750
Email	— NULL	marcus.salazar@aol.com
Address	—	2563 Broadway
City / state / ZIP	— N/A, UNKNOWN	Austin, TX, 78772
Group	GRP-8068	GRP-8068
Plan	—	MEDICARE-ADV-A
Sources, records	TPA1 record	ENR ×1CLM ×23 records

Evidence detail

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

▶#1MBR-003455Marcus Salazar0.83

Matched against ENR-126338, 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

ENRENR-126338Marcus Salazar2000-01-18Rule 0.99
CLMCLM-419990Marcus Salazar2000-01-18Rule 0.99
CLMCLM-419991Marcus Salazar2000-01-18Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55d1cb319cea
Escalated TPA-58822, top score 0.83, candidates MBR-003455

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 Marcus SalazarMBR-003455, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-58822 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-55369
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034518
Opened: 2026-10-22 12:43:43
Top score: 0.83