Steward case

CASE-002840

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

OpenCheckpointckpt-run-mvjj6udb-16062workflow paused, state held

Side-by-side comparison

Incoming TPA-62076 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-62076incoming	#1MBR-035688Karen Lopez 0.832 rec. Best evidence: NameDate of birth
Name	Karen Lopez Lopez, Karen	Karen T Lopez
Date of birth	1992-01-05 01/05/1992	1992-01-05
Member ID	—	UHC-99332-07
SSN	— •••-••-NULL	•••-••-4528
Phone	— N/A	6888045170
Email	— null	karen.lopez92@aol.com
Address	—	4053 Grand Ave
City / state / ZIP	— NULL, N/A, -	Orlando, FL, 32850
Group	—	GRP-7965
Plan	— -	MEDICARE-ADV-A
Sources, records	TPA1 record	ENR ×1TPA ×12 records

Evidence detail

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

▶#1MBR-035688Karen Lopez0.83

Matched against TPA-62077, 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-135840Karen LopezScored 1.00
TPATPA-62077Karen Lopez1992-01-05Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5508f0dac509
Escalated TPA-62076, top score 0.83, candidates MBR-035688

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 Karen LopezMBR-035688, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-62076 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-16062
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-013611
Opened: 2026-10-22 12:43:43
Top score: 0.83