Steward case

CASE-000023

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

OpenCheckpointckpt-run-mvfoap9e-90572workflow paused, state held

Side-by-side comparison

Incoming ENR-135020 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	ENRENR-135020incoming	#1MBR-003717Kelly Richardson 0.831 rec. Best evidence: NameDate of birth
Name	Kelly T Richardson KELLY T. RICHARDSON	Kelly Richardson
Date of birth	1957-03-09 19570309	1957-03-09
Member ID	UHC-12262-40	—
SSN	•••-••-8626	—
Phone	6322474020	—
Email	— N/A	—
Address	7744 Lincoln Way	—
City / state / ZIP	Tempe, AZ, 85231	—
Group	GRP-4503	—
Plan	MEDICARE-ADV-B	—
Sources, records	ENR1 record	TPA ×11 record

Evidence detail

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

▶#1MBR-003717Kelly Richardson0.83

Matched against TPA-61792, 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-61792Kelly Richardson1957-03-09Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39c9d401dc35
Escalated ENR-135020, top score 0.83, candidates MBR-003717

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 Kelly RichardsonMBR-003717, score 0.83, 1 recordLinkConfirm as a distinct identityENR-135020 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-90572
Stage: human_steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-044826
Opened: 2026-10-19 19:54:36
Top score: 0.83