Steward case

CASE-002633

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

OpenCheckpointckpt-run-mvfoap9e-60387workflow paused, state held

Side-by-side comparison

Incoming TPA-52263 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-52263incoming	#1MBR-030373Brian Fernandez 0.832 rec. Best evidence: NameDate of birth
Name	Brian Fernandez	Brian Fernandez
Date of birth	1989-07-08	1989-07-08
Member ID	— null	UHC-94270-72
SSN	— •••-••-null	•••-••-2652
Phone	— NULL	3045218261
Email	— UNKNOWN	—
Address	— UNKNOWN	7051 Lincoln Way
City / state / ZIP	— NULL, -, NULL	Orlando, FL, 32888
Group	—	—
Plan	— N/A	SELECT-EPO
Sources, records	TPA1 record	CLM ×22 records

Evidence detail

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

▶#1MBR-030373Brian Fernandez0.83

Matched against CLM-405164, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-405164Bian Fernandez1989-07-08Rule 0.99
CLMCLM-405163Brian Fernandez1989-07-08Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39a257f450cf
Escalated TPA-52263, top score 0.83, candidates MBR-030373

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 Brian FernandezMBR-030373, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-52263 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-mvfoap9e-60387
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036353
Opened: 2026-10-19 19:54:36
Top score: 0.83