Steward case

CASE-001778

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

OpenCheckpointckpt-run-mvjj6udb-55260workflow paused, state held

Side-by-side comparison

Incoming TPA-51023 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51023incoming	#1MBR-015637Edward Espinoza 0.833 rec. Best evidence: NameDate of birth
Name	Edward Espinoza	Edward H Espinoza
Date of birth	1949-08-10 Aug 10, 1949	1949-08-10
Member ID	— -	UHC-52731-49
SSN	•••-••-1241	—
Phone	—	2694871692
Email	—	edward.espinoza9@proton.me
Address	— NULL	2750 Valley View Dr
City / state / ZIP	— - , null, -	San Antonio, TX, 78297
Group	—	GRP-0313
Plan	—	MEDICARE-ADV-B
Sources, records	TPA1 record	PRV ×1ENR ×1TPA ×13 records

Evidence detail

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

▶#1MBR-015637Edward Espinoza0.83

Matched against PRV-20711, 2 fields compared, weighted score 0.830

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

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-20711Ed Espinoza1949-08-10Scored 1.00
ENRENR-103111Edward Espinoza1949-08-10Scored 1.00
TPATPA-51024Edward Espinoza1949-08-10Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55fb46d3a88e
Escalated TPA-51023, top score 0.83, candidates MBR-015637

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 Edward EspinozaMBR-015637, score 0.83, 3 recordsLinkConfirm as a distinct identityTPA-51023 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-55260
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-034475
Opened: 2026-10-22 12:43:43
Top score: 0.83