Steward case

CASE-003006

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

OpenCheckpointckpt-run-mvjj6udb-38954workflow paused, state held

Side-by-side comparison

Incoming TPA-57576 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-57576incoming	#1MBR-019251William Jimenez 0.832 rec. Best evidence: NameDate of birth
Name	William Jimenez Jimenez, William	William Jimenez
Date of birth	1982-03-19 19-03-1982	1982-03-19
Member ID	— NULL	UHC-21086-40
SSN	—	•••-••-0315
Phone	— UNKNOWN	6999095822
Email	— null	william.jimenez60@aol.com
Address	210 Valley View Dr	8031 Hillcrest Rd
City / state / ZIP	Los Angeles, CA, 90041	Orlando, FL, 32852
Group	GRP-0634	GRP-0634
Plan	— UNKNOWN	CHOICE-PLUS-PPO
Sources, records	TPA1 record	CLM ×1ENR ×12 records

Evidence detail

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

▶#1MBR-019251William Jimenez0.83

Matched against CLM-417190, 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-417190William Jimenez1982-03-19Rule 0.99
ENRENR-122643William Jimenez1982-03-19Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:559ad28f2a45
Escalated TPA-57576, top score 0.83, candidates MBR-019251

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 William JimenezMBR-019251, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-57576 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-38954
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-027490
Opened: 2026-10-22 12:43:43
Top score: 0.83