Steward case

CASE-002190

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

OpenCheckpointckpt-run-mvjj6udb-88390workflow paused, state held

Side-by-side comparison

Incoming TPA-51446 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51446incoming	#1MBR-036158Evelyn Delgado 0.831 rec. Best evidence: NameDate of birth	#2MBR-022802Donna Delgado 0.644 rec. Best evidence: none ≥ 0.90
Name	Evelyn Delgado	Evelyn Y Delgado	Donna B Delgado
Date of birth	1939-08-07 19390807	1939-08-07	1939-08-03
Member ID	—	UHC-30789-39	UHC-28789-87
SSN	—	•••-••-2074	•••-••-2005
Phone	— N/A	5996223288	5519259954
Email	— -	evelyn.delgado80@proton.me	donna.delgado@aol.com
Address	— null	222 Main St	8190 Desert Sky Blvd
City / state / ZIP	— N/A, UNKNOWN	Tempe, AZ, 85221	Seattle, WA, 98110
Group	— NULL	GRP-7517	GRP-9769
Plan	MEDICARE-ADV-A	MEDICARE-ADV-A	NAVIGATE-HMO
Sources, records	TPA1 record	ENR ×11 record	ENR ×2TPA ×1CLM ×14 records

Evidence detail

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

▶#1MBR-036158Evelyn Delgado0.83

Matched against ENR-104325, 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-104325Evelyn Delgado1939-08-07Single record 1.00

▶#2MBR-022802Donna Delgado0.64

Matched against ENR-135084, 2 fields compared, weighted score 0.641

Field	Similarity	Weight	Share	Note
Name	0.78	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-135084Donna Delgado1939-08-03Scored 1.00
ENRENR-135085Donna Delgado1939-08-03Scored 1.00
TPATPA-61813Donna Delgado1939-08-03Scored 1.00
CLMCLM-426742Donna Delgado1939-08-03Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:553d3df8f963
Escalated TPA-51446, top score 0.83, candidates MBR-036158, MBR-022802

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 Evelyn DelgadoMBR-036158, score 0.83, 1 recordLinkLink to Donna DelgadoMBR-022802, score 0.64, 4 recordsLinkConfirm as a distinct identityTPA-51446 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-88390
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044333
Opened: 2026-10-22 12:43:43
Top score: 0.83