Steward case

CASE-003035

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

OpenCheckpointckpt-run-mvfoap9e-67451workflow paused, state held

Side-by-side comparison

Incoming TPA-50677 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-50677incoming	#1MBR-015347Samuel Mejia 0.834 rec. Best evidence: Date of birth
Name	Sam Mejia	Samuel Z Mejia
Date of birth	2003-07-13 07/13/2003	2003-07-13
Member ID	—	UHC-08695-80
SSN	— •••-••-NULL	•••-••-7332
Phone	— N/A	—
Email	— N/A	—
Address	3601 Canyon Rd # 573 3601 Canyon Road #573	8131 Broadway
City / state / ZIP	Sacramento, CA, 95847	Tucson, AZ, 85768
Group	— UNKNOWN	GRP-8910
Plan	— null	SELECT-EPO
Sources, records	TPA1 record	CLM ×1TPA ×34 records

Evidence detail

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

▶#1MBR-015347Samuel Mejia0.83

Matched against TPA-50674, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.90	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

CLMCLM-401545Samuel Mejia2003-07-13Rule 0.97
TPATPA-50674Samuel Mejia2003-07-13Rule 0.97
TPATPA-50675Samuel Mejia2003-07-13Rule 0.97
TPATPA-50676Samuel Mejia2003-07-13Rule 0.97

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397f91791d9f
Escalated TPA-50677, top score 0.83, candidates MBR-015347

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 Samuel MejiaMBR-015347, score 0.83, 4 recordsLinkConfirm as a distinct identityTPA-50677 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-67451
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-038731
Opened: 2026-10-19 19:54:36
Top score: 0.83