Steward case

CASE-001243

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

OpenCheckpointckpt-run-mvfoap9e-11688workflow paused, state held

Side-by-side comparison

Incoming TPA-63980 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-63980incoming	#1MBR-030531Roger Luna 0.833 rec. Best evidence: NameDate of birth
Name	Roger Luna	Roger Luna
Date of birth	1960-10-11 11-10-1960	1960-10-11
Member ID	UHC-68542-23	—
SSN	— •••-••- null	—
Phone	— 8053037	8308053037
Email	—	—
Address	— UNKNOWN	2436 Indian School Rd
City / state / ZIP	— - , null	Miami, FL, 33148
Group	— UNKNOWN	GRP-7830
Plan	— NULL	—
Sources, records	TPA1 record	TPA ×1PRV ×1CLM ×13 records

Evidence detail

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

▶#1MBR-030531Roger Luna0.83

Matched against TPA-63981, 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-63981Roger Luna1960-10-11Scored 1.00
PRVPRV-29257Roger Luna1960-10-11Scored 1.00
CLMCLM-431666Roger Luna1960-10-11Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:392c0e22ffdd
Escalated TPA-63980, top score 0.83, candidates MBR-030531

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 Roger LunaMBR-030531, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-63980 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-11688
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-010270
Opened: 2026-10-19 19:54:36
Top score: 0.83