Steward case

CASE-001769

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

OpenCheckpointckpt-run-mvjj6udb-94162workflow paused, state held

Side-by-side comparison

Incoming TPA-50654 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-50654incoming	#1MBR-044429Beverly Perez 0.831 rec. Best evidence: NameDate of birth
Name	Beverly F Perez	Beverly Perez
Date of birth	1958-08-10	1958-08-10
Member ID	—	UHC-01893-39
SSN	— •••-••-null	—
Phone	7926754472 (792) 675-4472	—
Email	— null	—
Address	— -	4320 Lake View Rd
City / state / ZIP	— , UNKNOWN, null	San Diego, CA, 92127
Group	—	—
Plan	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-044429Beverly Perez0.83

Matched against TPA-50655, 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-50655Beverly Perez1958-08-10Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:552b3ca13522
Escalated TPA-50654, top score 0.83, candidates MBR-044429

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-044429, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-50654 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-94162
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-045636
Opened: 2026-10-22 12:43:43
Top score: 0.83