Steward case

CASE-001768

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

OpenCheckpointckpt-run-mvjj6udb-88809workflow paused, state held

Side-by-side comparison

Incoming TPA-50655 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-50655incoming	#1MBR-045636Beverly Perez 0.831 rec. Best evidence: NameDate of birth
Name	Beverly Perez	Beverly F Perez
Date of birth	1958-08-10	1958-08-10
Member ID	UHC-01893-39	—
SSN	— •••-••-null	—
Phone	— NULL	7926754472
Email	— null	—
Address	4320 Lake View Rd	—
City / state / ZIP	San Diego, CA, 92127	—
Group	— -	—
Plan	— UNKNOWN	CORE-HMO
Sources, records	TPA1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-045636Beverly Perez0.83

Matched against TPA-50654, 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-50654Beverly Perez1958-08-10Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55ac931449fc
Escalated TPA-50655, top score 0.83, candidates MBR-045636

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 Beverly PerezMBR-045636, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-50655 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-88809
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044429
Opened: 2026-10-22 12:43:43
Top score: 0.83