Steward case

CASE-003613

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

OpenCheckpointckpt-run-mvfoap9e-30977workflow paused, state held

Side-by-side comparison

Incoming TPA-55262 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-55262incoming	#1MBR-032859Ana Mejia 0.832 rec. Best evidence: NameDate of birth
Name	Ana Mejia	Ana Mejia
Date of birth	1990-02-18	1990-02-18
Member ID	— UNKNOWN	UHC-35659-03
SSN	•••-••-2196	—
Phone	—	—
Email	—	—
Address	— N/A	8489 River Rd
City / state / ZIP	— UNKNOWN, NULL	San Diego, CA, 92143
Group	GRP-7523	GRP-7523
Plan	— null	OPTIONS-PPO
Sources, records	TPA1 record	CLM ×22 records

Evidence detail

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

▶#1MBR-032859Ana Mejia0.83

Matched against CLM-411933, 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

CLMCLM-411933Ana Mejia1990-02-18Scored 1.00
CLMCLM-411932Ana Mejia1990-02-18Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39b52a51ca80
Escalated TPA-55262, top score 0.83, candidates MBR-032859

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 Ana MejiaMBR-032859, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-55262 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-30977
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-023295
Opened: 2026-10-19 19:54:36
Top score: 0.83