Steward case

CASE-001409

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

OpenCheckpointckpt-run-mvfoap9e-94394workflow paused, state held

Side-by-side comparison

Incoming TPA-58211 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-58211incoming	#1MBR-026252Debra Ortega 0.833 rec. Best evidence: NameDate of birth
Name	Debra Ortega	Debra Y Ortega
Date of birth	1998-11-09	1998-11-09
Member ID	— NULL	UHC-53202-94
SSN	—	•••-••-1681
Phone	—	2993726462
Email	— UNKNOWN	debra.ortega@aol.com
Address	—	3452 Meadow Ln
City / state / ZIP	— null, UNKNOWN	Orlando, FL, 32813
Group	—	GRP-9290
Plan	—	SELECT-EPO
Sources, records	TPA1 record	ENR ×2CLM ×13 records

Evidence detail

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

▶#1MBR-026252Debra Ortega0.83

Matched against ENR-124461, 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-124461Debra Ortega1998-11-09Rule 0.99
CLMCLM-418587Debra Ortega1998-11-09Scored 1.00
ENRENR-124462Debra Ortega1998-11-09Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39fe4f53c3f6
Escalated TPA-58211, top score 0.83, candidates MBR-026252

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 Debra OrtegaMBR-026252, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-58211 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-94394
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045684
Opened: 2026-10-19 19:54:36
Top score: 0.83