Steward case

CASE-001029

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

OpenCheckpointckpt-run-mvjj6udb-7091workflow paused, state held

Side-by-side comparison

Incoming TPA-63263 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-63263incoming	#1MBR-030473Christine Marquez 0.832 rec. Best evidence: NameDate of birth	#2MBR-003540Christine Marquez 0.811 rec. Best evidence: NameAddress
Name	Christine Marquez	Christine Marquez	Christine Marquez
Date of birth	1941-01-03	1941-01-03	1940-01-03
Member ID	— null	—	UHC-27800-79
SSN	— •••-••-null	—	•••-••-0813
Phone	—	9724429407	9724429407
Email	—	—	—
Address	5341 Meadow Ln	—	5341 Meadow Ln
City / state / ZIP	Tampa, FL, 33627 Tampa, FL, 33627-7881	—	Tampa, FL, 33627
Group	GRP-3623	—	GRP-3623
Plan	— NULL	—	SELECT-EPO
Sources, records	TPA1 record	PRV ×22 records	ENR ×11 record

Evidence detail

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

▶#1MBR-030473Christine Marquez0.83

Matched against PRV-28794, 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-28794Christine Marquez1941-01-03Scored 1.00
PRVPRV-28793Christine Marquez1941-01-03Scored 1.00

▶#2MBR-003540Christine Marquez0.81

Matched against ENR-139392, 3 fields compared, weighted score 0.813

Field	Similarity	Weight	Share	Note
Name	1.00	3	38%
Date of birth	0.50	3	38%	one_digit
Address	1.00	2	25%	exact

Guard: noneConflicts: none

Records in this identity

ENRENR-139392Christine Marquez1940-01-03Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55a06d66df1e
Escalated TPA-63263, top score 0.83, candidates MBR-030473, MBR-003540

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 Christine MarquezMBR-030473, score 0.83, 2 recordsLinkLink to Christine MarquezMBR-003540, score 0.81, 1 recordLinkConfirm as a distinct identityTPA-63263 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-7091
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-006477
Opened: 2026-10-22 12:43:43
Top score: 0.83