Steward case

CASE-001562

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

OpenCheckpointckpt-run-mvjj6udb-33323workflow paused, state held

Side-by-side comparison

Incoming TPA-51796 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51796incoming	#1MBR-005917Zachary Luna 0.835 rec. Best evidence: NameDate of birth
Name	Zechary Luna	Zachary R Luna
Date of birth	1949-03-04 03/04/1949	1949-03-04
Member ID	— null	UHC-56365-90
SSN	—	•••-••-2682
Phone	— N/A	4993825921
Email	—	zachary.luna57@gmail.com
Address	—	8165 Harbor Blvd
City / state / ZIP	— null, N/A	Glendale, AZ, 85350
Group	— null	GRP-7241
Plan	— UNKNOWN	SELECT-EPO
Sources, records	TPA1 record	PRV ×2CLM ×2ENR ×15 records

Evidence detail

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

▶#1MBR-005917Zachary Luna0.83

Matched against PRV-21172, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.97	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-21172Zachary Luna1949-03-04Scored 1.00
CLMCLM-404147Zachary Luna1949-03-04Scored 1.00
ENRENR-105429Zachary Luna1949-03-04Scored 1.00
PRVPRV-21171Zachary Luna1949-03-04Scored 1.00
CLMCLM-404148Lua Zachary1949-03-04Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:553021d2dd88
Escalated TPA-51796, top score 0.83, candidates MBR-005917

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 Zachary LunaMBR-005917, score 0.83, 5 recordsLinkConfirm as a distinct identityTPA-51796 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-33323
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024613
Opened: 2026-10-22 12:43:43
Top score: 0.83