Steward case

CASE-004055

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

OpenCheckpointckpt-run-mvfoap9e-74601workflow paused, state held

Side-by-side comparison

Incoming TPA-51212 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-51212incoming	#1MBR-032122Joyce Guerrero 0.832 rec. Best evidence: NameDate of birth
Name	Joyce P Guerrero	Joyce P Guerrero
Date of birth	1962-03-27	1962-03-27
Member ID	— -	UHC-29388-20
SSN	— •••-••-N/A	—
Phone	8584789486 (858) 478-9486	—
Email	— N/A	—
Address	—	549 Washington St
City / state / ZIP	— null, null, UNKNOWN	Nashville, TN, 37220
Group	GRP-1383	GRP-1383
Plan	— NULL	CHOICE-PLUS-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-032122Joyce Guerrero0.83

Matched against CLM-402808, 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-402808Joyce Guerrero1962-03-27Scored 1.00
CLMCLM-402807Joyce Guerrero1962-03-27Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e3960eb847
Escalated TPA-51212, top score 0.83, candidates MBR-032122

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 Joyce GuerreroMBR-032122, score 0.83, 2 recordsLinkConfirm as a distinct identityTPA-51212 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-74601
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040878
Opened: 2026-10-19 19:54:36
Top score: 0.83