Steward case

CASE-002775

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

OpenCheckpointckpt-run-mvfoap9e-18044workflow paused, state held

Side-by-side comparison

Incoming TPA-55561 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55561incoming	#1MBR-045135Terry Alvarado 0.831 rec. Best evidence: NameDate of birth	#2MBR-012930Terry Alvarado 0.791 rec. Best evidence: NameDate of birthPhone
Name	Terry Alvarado	Terry Alvarado	Terry Alvarado
Date of birth	2003-01-24 1/24/2003	2003-01-24	2003-01-24
Member ID	— -	—	UHC-70635-47
SSN	— •••-••-null	—	•••-••-3664
Phone	4066387703 (406) 638-7703	—	4066387703
Email	— -	—	terry.alvarado@hotmail.com
Address	1239 Broadway	—	5291 Desert Sky Blvd # 596
City / state / ZIP	Dallas, TX, 75258	—	Houston, TX, 77016
Group	GRP-9890	—	GRP-9890
Plan	CORE-HMO	—	CORE-HMO
Sources, records	TPA1 record	TPA ×11 record	ENR ×11 record

Evidence detail

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

▶#1MBR-045135Terry Alvarado0.83

Matched against TPA-55560, 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

TPATPA-55560Terry Alvarado2003-01-24Single record 1.00

▶#2MBR-012930Terry Alvarado0.79

Matched against ENR-116618, 4 fields compared, weighted score 0.789

Field	Similarity	Weight	Share	Note
Name	1.00	3	32%
Date of birth	1.00	3	32%	exact
Phone	1.00	1.5	16%
Address	0.00	2	21%	different

Guard: noneConflicts: none

Records in this identity

ENRENR-116618Terry Alvarado2003-01-24Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c340eabbb4
Escalated TPA-55561, top score 0.83, candidates MBR-045135, MBR-012930

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 Terry AlvaradoMBR-045135, score 0.83, 1 recordLinkLink to Terry AlvaradoMBR-012930, score 0.79, 1 recordLinkConfirm as a distinct identityTPA-55561 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-18044
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-015069
Opened: 2026-10-19 19:54:36
Top score: 0.83