Steward case

CASE-001493

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

OpenCheckpointckpt-run-mvjj6udb-28494workflow paused, state held

Side-by-side comparison

Incoming TPA-57927 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-57927incoming	#1MBR-018883Joey Romero 0.832 rec. Best evidence: NameDate of birth	#2MBR-005417Jordan Romero 0.681 rec. Best evidence: none ≥ 0.90
Name	Joseph U Romero	Joey U Romero	Jordan Romero
Date of birth	1989-01-14	1989-01-14	1989-01-18
Member ID	—	UHC-39002-90	UHC-83045-22
SSN	— •••-••-N/A	•••-••-9160	—
Phone	— null	4585417086	—
Email	— NULL	—	—
Address	— UNKNOWN	390 Mesa Dr	1743 Jefferson Ave
City / state / ZIP	— NULL, NULL, UNKNOWN	Miami, FL, 33121	Fresno, CA, 93705
Group	GRP-6076	GRP-6076	—
Plan	NAVIGATE-HMO	NAVIGATE-HMO	—
Sources, records	TPA1 record	TPA ×1ENR ×12 records	PRV ×11 record

Evidence detail

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

▶#1MBR-018883Joey Romero0.83

Matched against TPA-57926, 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-57926Joseph Romero1989-01-14Scored 1.00
ENRENR-123615Joey Romero1989-01-14Scored 1.00

▶#2MBR-005417Jordan Romero0.68

Matched against PRV-24767, 2 fields compared, weighted score 0.679

Field	Similarity	Weight	Share	Note
Name	0.86	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

PRVPRV-24767Jordan Romero1989-01-18Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5578ca8993a6
Escalated TPA-57927, top score 0.83, candidates MBR-018883, MBR-005417

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 Joey RomeroMBR-018883, score 0.83, 2 recordsLinkLink to Jordan RomeroMBR-005417, score 0.68, 1 recordLinkConfirm as a distinct identityTPA-57927 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-28494
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-021891
Opened: 2026-10-22 12:43:43
Top score: 0.83