Steward case

CASE-003122

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

OpenCheckpointckpt-run-mvfoap9e-72159workflow paused, state held

Side-by-side comparison

Incoming TPA-64345 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-64345incoming	#1MBR-017371Janet Hernandez 0.831 rec. Best evidence: NameDate of birth	#2MBR-013713Gary Hernandez 0.832 rec. Best evidence: Date of birth	#3MBR-016188Jnaet Hernandez 0.741 rec. Best evidence: Name
Name	Janet Hernandez	Janet Hernandez	Gary A Hernandez	Jnaet Hernandez
Date of birth	1973-05-06	1973-05-06	1973-05-06	1974-05-06
Member ID	— N/A	UHC-29418-37	UHC-48744-09	—
SSN	— •••-••-null	•••-••-7768	•••-••-9279	•••-••-7768
Phone	— NULL	—	3369711247	—
Email	— NULL	janet.hernandez68@outlook.com	gary.hernandez90@icloud.com	—
Address	— -	37 Oak St Apt 25	8374 Central Ave	37 Oak St
City / state / ZIP	— UNKNOWN	Orlando, FL, 32823	Tempe, AZ, 85208	Orlando, FL
Group	GRP-2329	GRP-2329	GRP-7317	—
Plan	— -	MEDICARE-ADV-B	OPTIONS-PPO	—
Sources, records	TPA1 record	ENR ×11 record	TPA ×1ENR ×12 records	TPA ×11 record

Evidence detail

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

▶#1MBR-017371Janet Hernandez0.83

Matched against ENR-142703, 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-142703Janet Hernandez1973-05-06Single record 1.00

▶#2MBR-013713Gary Hernandez0.83

Matched against ENR-107956, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.79	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-52683Gary HernandezRule 0.96
ENRENR-107956Gary Hernandez1973-05-06Rule 0.96

▶#3MBR-016188Jnaet Hernandez0.74

Matched against TPA-64346, 2 fields compared, weighted score 0.738

Field	Similarity	Weight	Share	Note
Name	0.98	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

TPATPA-64346Jnaet Hernandez1974-05-06Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e0c3d294e3
Escalated TPA-64345, top score 0.83, candidates MBR-017371, MBR-013713, MBR-016188

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 Janet HernandezMBR-017371, score 0.83, 1 recordLinkLink to Gary HernandezMBR-013713, score 0.83, 2 recordsLinkLink to Jnaet HernandezMBR-016188, score 0.74, 1 recordLinkConfirm as a distinct identityTPA-64345 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-72159
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040165
Opened: 2026-10-19 19:54:36
Top score: 0.83