Steward case

CASE-001499

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

OpenCheckpointckpt-run-mvjj6udb-72715workflow paused, state held

Side-by-side comparison

Incoming TPA-60935 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-60935incoming	#1MBR-026526Amy Mendoza 0.833 rec. Best evidence: NameDate of birth
Name	Amy Mendoza	Amy Mendoza
Date of birth	1961-09-18	1961-09-18
Member ID	— UNKNOWN	UHC-78961-66
SSN	— •••-••--	•••-••-4226
Phone	— UNKNOWN	7684464749
Email	—	amy.mendoza@proton.me
Address	8440 Broadway	4346 Hillcrest Rd
City / state / ZIP	Phoenix, AZ, 85001	Orlando, FL, 32861
Group	— N/A	GRP-9806
Plan	CHOICE-PLUS-PPO	CORE-HMO
Sources, records	TPA1 record	CLM ×1ENR ×1TPA ×13 records

Evidence detail

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

▶#1MBR-026526Amy Mendoza0.83

Matched against TPA-60936, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-424816Amy Mendoza1961-09-18Scored 1.00
ENRENR-132408Amy Mendoza1961-09-18Scored 1.00
TPATPA-60936Amy Menndoza1961-09-18Scored 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55ef9995b542
Escalated TPA-60935, top score 0.83, candidates MBR-026526

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 Amy MendozaMBR-026526, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-60935 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-72715
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040342
Opened: 2026-10-22 12:43:43
Top score: 0.83