Steward case

CASE-000586

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

OpenCheckpointckpt-run-mvfoap9e-97061workflow paused, state held

Side-by-side comparison

Incoming ENR-108751 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	ENRENR-108751incoming	#1MBR-043699Kelly Richardson 0.831 rec. Best evidence: NameDate of birth
Name	Kelly I Richardson	Kelly Richardson
Date of birth	1998-06-13 Jun 13, 1998	1998-06-13
Member ID	UHC-69622-24 UHC6962224	—
SSN	•••-••-8433	—
Phone	5885924842 588-592-4842	—
Email	kelly.richardson60@aol.com	—
Address	4541 Baseline Rd 4541 Baseline Road	—
City / state / ZIP	Chandler, AZ, 85215	—
Group	GRP-8096	GRP-8096
Plan	OPTIONS-PPO	OPTIONS-PPO
Sources, records	ENR1 record	CLM ×11 record

Evidence detail

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

▶#1MBR-043699Kelly Richardson0.83

Matched against CLM-406714, 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-406714Kelly Richardson1998-06-13Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:396c039aa57f
Escalated ENR-108751, top score 0.83, candidates MBR-043699

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-043699, score 0.83, 1 recordLinkConfirm as a distinct identityENR-108751 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-97061
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-046275
Opened: 2026-10-19 19:54:36
Top score: 0.83