Steward case

CASE-003382

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

OpenCheckpointckpt-run-mvfoap9e-37176workflow paused, state held

Side-by-side comparison

Incoming TPA-62096 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-62096incoming	#1MBR-030945Mei Vasquez 0.832 rec. Best evidence: NameDate of birth
Name	Mei Vasquez	Mei V Vasquez
Date of birth	1958-03-22 03/22/58	1958-03-22
Member ID	—	UHC-37162-88
SSN	— •••-••-N/A	—
Phone	— null	4444327533
Email	— null	mei.vasquez@aol.com
Address	— null	1826 Lincoln Way
City / state / ZIP	— -,	Glendale, AZ, 85365
Group	GRP-8142	GRP-8142
Plan	—	MEDICARE-ADV-A
Sources, records	TPA1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-030945Mei Vasquez0.83

Matched against ENR-135883, 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-135883Mei Vasquez1958-03-22Scored 1.00
CLMCLM-427386Mei Vasquez1958-03-22Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3949fc42d25d
Escalated TPA-62096, top score 0.83, candidates MBR-030945

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 Mei VasquezMBR-030945, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-62096 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-37176
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-026620
Opened: 2026-10-19 19:54:36
Top score: 0.83