Steward case

CASE-002806

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

OpenCheckpointckpt-run-mvfoap9e-49347workflow paused, state held

Side-by-side comparison

Incoming TPA-54723 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-54723incoming	#1MBR-036056Rachel Guzman 0.831 rec. Best evidence: NameDate of birth
Name	Rachel Guzman Guzman, Rachel	Rachel Guzman
Date of birth	1992-09-27	1992-09-27
Member ID	—	UHC-66039-53
SSN	— •••-••-UNKNOWN	•••-••-1402
Phone	8652752749 (865) 275-2749	—
Email	—	—
Address	2817 Sunset Blvd # 161 2817 SUNSET BLVD #161	—
City / state / ZIP	Houston, TX, 77035	—
Group	—	—
Plan	— null	OPTIONS-PPO
Sources, records	TPA1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-036056Rachel Guzman0.83

Matched against CLM-410774, 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

CLMCLM-410774Rachel Guzman1992-09-27Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39428ac59699
Escalated TPA-54723, top score 0.83, candidates MBR-036056

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 Rachel GuzmanMBR-036056, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-54723 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-49347
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-032171
Opened: 2026-10-19 19:54:36
Top score: 0.83