Steward case

CASE-001878

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

OpenCheckpointckpt-run-mvjj6udb-88973workflow paused, state held

Side-by-side comparison

Incoming TPA-62467 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-62467incoming	#1MBR-041036Jesse Padilla 0.831 rec. Best evidence: NameDate of birth	#2MBR-017210Stephen Padilla 0.662 rec. Best evidence: none ≥ 0.90
Name	Jesse Padilla	Jesse W Padilla	Stephen X Padilla
Date of birth	1944-01-13 01/13/44	1944-01-13	1944-08-13
Member ID	— N/A	UHC-93997-85	UHC-17049-24
SSN	— •••-••-N/A	•••-••-9860	—
Phone	8616486458 861.648.6458	—	4922003897
Email	—	jesse.padilla@aol.com	—
Address	—	2649 Canyon Rd	5987 River Rd
City / state / ZIP	— UNKNOWN, -	Orlando, FL, 32890	Eden Prairie, MN, 55306
Group	— N/A	GRP-2045	GRP-3785
Plan	—	CHOICE-PLUS-PPO	NAVIGATE-HMO
Sources, records	TPA1 record	ENR ×11 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-041036Jesse Padilla0.83

Matched against ENR-136985, 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

ENRENR-136985Jesse Padilla1944-01-13Single record 1.00

▶#2MBR-017210Stephen Padilla0.66

Matched against CLM-404778, 2 fields compared, weighted score 0.663

Field	Similarity	Weight	Share	Note
Name	0.83	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-106289Stephen Padilla1944-08-13Rule 0.99
CLMCLM-404778Stephen Padilla1944-08-13Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:556f69061fc1
Escalated TPA-62467, top score 0.83, candidates MBR-041036, MBR-017210

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 Jesse PadillaMBR-041036, score 0.83, 1 recordLinkLink to Stephen PadillaMBR-017210, score 0.66, 2 recordsLinkConfirm as a distinct identityTPA-62467 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-88973
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044471
Opened: 2026-10-22 12:43:43
Top score: 0.83