Steward case

CASE-002521

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

OpenCheckpointckpt-run-mvjj6udb-72351workflow paused, state held

Side-by-side comparison

Incoming TPA-51091 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51091incoming	#1MBR-021611Jason Garza 0.831 rec. Best evidence: NameDate of birth	#2MBR-037444Jason Garza 0.831 rec. Best evidence: NameDate of birth
Name	Jazon Garza	Jason Garza	Jason Garza
Date of birth	2003-03-24	2003-03-24	2003-03-24
Member ID	— null	UHC-11309-94	—
SSN	—	•••-••-8942	—
Phone	—	—	9378799145
Email	— null	jason.garza@outlook.com	—
Address	— N/A	9491 Highland Ave	—
City / state / ZIP	— NULL	Glendale, AZ, 85395	—
Group	—	GRP-5466	—
Plan	— N/A	NAVIGATE-HMO	—
Sources, records	TPA1 record	ENR ×11 record	PRV ×11 record

Evidence detail

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

▶#1MBR-021611Jason Garza0.83

Matched against ENR-103278, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.96	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-103278Jason Garza2003-03-24Single record 1.00

▶#2MBR-037444Jason Garza0.83

Matched against PRV-20743, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.96	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-20743Jason Garza2003-03-24Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:553d74d27aad
Escalated TPA-51091, top score 0.83, candidates MBR-021611, MBR-037444

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 Jason GarzaMBR-021611, score 0.83, 1 recordLinkLink to Jason GarzaMBR-037444, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-51091 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-72351
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040216
Opened: 2026-10-22 12:43:43
Top score: 0.83