Steward case

CASE-003387

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

OpenCheckpointckpt-run-mvfoap9e-69929workflow paused, state held

Side-by-side comparison

Incoming TPA-54421 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-54421incoming	#1MBR-042961Ruth Herrera 0.831 rec. Best evidence: NameDate of birth
Name	Ruth Herrera	Ruth Herrera
Date of birth	1960-02-24 02/24/60	1960-02-24
Member ID	— N/A	—
SSN	•••-••-7198	—
Phone	— UNKNOWN	—
Email	—	—
Address	— N/A	6473 Cedar Ln
City / state / ZIP	— UNKNOWN	Minneapolis, MN, 55477
Group	— UNKNOWN	—
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	TPA1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-042961Ruth Herrera0.83

Matched against TPA-54420, 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

TPATPA-54420Ruth Herrera1960-02-24Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:391376de5044
Escalated TPA-54421, top score 0.83, candidates MBR-042961

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 Ruth HerreraMBR-042961, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-54421 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-69929
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-039492
Opened: 2026-10-19 19:54:36
Top score: 0.83