Steward case

CASE-001114

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

OpenCheckpointckpt-run-mvfoap9e-9366workflow paused, state held

Side-by-side comparison

Incoming TPA-62366 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-62366incoming	#1MBR-012289Helen Garcia 0.834 rec. Best evidence: NameDate of birth
Name	Helen Garcia	Helen Garcia
Date of birth	1973-01-28 19730128	1973-01-28
Member ID	—	UHC-38530-83
SSN	—	•••-••-3873
Phone	—	9082605200
Email	— -	—
Address	— NULL	8801 Forest Ave
City / state / ZIP	— - , UNKNOWN	Fresno, CA, 93720
Group	—	GRP-1225
Plan	— N/A	CHOICE-PLUS-PPO
Sources, records	TPA1 record	ENR ×1PRV ×1CLM ×24 records

Evidence detail

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

▶#1MBR-012289Helen Garcia0.83

Matched against ENR-136701, 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-136701Helen Garcia1973-01-28Rule 0.99
PRVPRV-28215Helen Garcia1973-01-28Scored 0.99
CLMCLM-428002Helen Garia1973-01-28Scored 0.99
CLMCLM-428003Helen Garcia1973-01-28Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3963164914d8
Escalated TPA-62366, top score 0.83, candidates MBR-012289

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 Helen GarciaMBR-012289, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-62366 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-9366
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-008386
Opened: 2026-10-19 19:54:36
Top score: 0.83