Steward case

CASE-001308

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

OpenCheckpointckpt-run-mvfoap9e-59850workflow paused, state held

Side-by-side comparison

Incoming TPA-57831 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-57831incoming	#1MBR-004613Theresa Garza 0.834 rec. Best evidence: NameDate of birth
Name	Theresa Garza	Theresa L Garza
Date of birth	1942-10-28	1942-10-28
Member ID	— UNKNOWN	UHC-29869-56
SSN	— •••-••--	•••-••-0204
Phone	—	6682471738
Email	—	theresa.garza30@outlook.com
Address	— NULL	877 Cedar Ln # 244
City / state / ZIP	— -, null, -	Atlanta, GA, 30319
Group	— NULL	GRP-2195
Plan	—	OPTIONS-PPO
Sources, records	TPA1 record	ENR ×2CLM ×1PRV ×14 records

Evidence detail

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

▶#1MBR-004613Theresa Garza0.83

Matched against ENR-123356, 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-123356Theresa Garza1942-10-28Rule 0.99
ENRENR-123357Theresa Garza1942-10-28Rule 0.99
CLMCLM-417735Theresa Garza1942-10-28Scored 1.00
PRVPRV-25261Theresa Garza1942-10-28Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:395708e7d07b
Escalated TPA-57831, top score 0.83, candidates MBR-004613

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 Theresa GarzaMBR-004613, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-57831 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-59850
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036154
Opened: 2026-10-19 19:54:36
Top score: 0.83