Steward case

CASE-000585

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

OpenCheckpointckpt-run-mvfoap9e-85636workflow paused, state held

Side-by-side comparison

Incoming CLM-406714 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-406714incoming	#1MBR-046275Kelly Richardson 0.831 rec. Best evidence: NameDate of birth
Name	Kelly Richardson	Kelly I Richardson
Date of birth	1998-06-13	1998-06-13
Member ID	— NULL	UHC-69622-24
SSN	—	•••-••-8433
Phone	—	5885924842
Email	—	kelly.richardson60@aol.com
Address	—	4541 Baseline Rd
City / state / ZIP	— N/A, -	Chandler, AZ, 85215
Group	GRP-8096	GRP-8096
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	CLM1 record	ENR ×11 record

Evidence detail

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

▶#1MBR-046275Kelly Richardson0.83

Matched against ENR-108751, 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

ENRENR-108751Kelly Richardson1998-06-13Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:397f8bfe31b9
Escalated CLM-406714, top score 0.83, candidates MBR-046275

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-046275, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-406714 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-85636
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-043699
Opened: 2026-10-19 19:54:36
Top score: 0.83