Steward case

CASE-003388

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

OpenCheckpointckpt-run-mvfoap9e-82584workflow paused, state held

Side-by-side comparison

Incoming TPA-54420 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-54420incoming	#1MBR-039492Ruth Herrera 0.831 rec. Best evidence: NameDate of birth
Name	Ruth Herrera	Ruth Herrera
Date of birth	1960-02-24 02/24/1960	1960-02-24
Member ID	— NULL	—
SSN	— •••-••-UNKNOWN	•••-••-7198
Phone	— UNKNOWN	—
Email	— null	—
Address	6473 Cedar Ln	—
City / state / ZIP	Minneapolis, MN, 55477	—
Group	—	—
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-039492Ruth Herrera0.83

Matched against TPA-54421, 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-54421Ruth Herrera1960-02-24Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3980b01178ed
Escalated TPA-54420, top score 0.83, candidates MBR-039492

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-039492, score 0.83, 1 recordLinkConfirm as a distinct identityTPA-54420 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-82584
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-042961
Opened: 2026-10-19 19:54:36
Top score: 0.83