Steward case

CASE-000753

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

OpenCheckpointckpt-run-mvjj6udb-73250workflow paused, state held

Side-by-side comparison

Incoming CLM-424242 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-424242incoming	#1MBR-017836Lawrence Richards 0.832 rec. Best evidence: NameDate of birth
Name	Lawrence Z Richards lawrence Z. richards	Lawrence Z Richards
Date of birth	1941-01-24	1941-01-24
Member ID	— UNKNOWN	UHC-83053-66
SSN	—	•••-••-6597
Phone	—	8354589328
Email	— UNKNOWN	lawrence.richards75@yahoo.com
Address	— UNKNOWN	6650 Main St
City / state / ZIP	— NULL, N/A, UNKNOWN	Glendale, AZ, 85314
Group	GRP-0709	GRP-0709
Plan	—	MEDICARE-ADV-A
Sources, records	CLM1 record	ENR ×1CLM ×12 records

Evidence detail

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

▶#1MBR-017836Lawrence Richards0.83

Matched against ENR-131693, 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-131693Lawrence Richards1941-01-24Rule 0.99
CLMCLM-424243Lawrence Richards1941-01-24Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:5538980913f4
Escalated CLM-424242, top score 0.83, candidates MBR-017836

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 Lawrence RichardsMBR-017836, score 0.83, 2 recordsLinkConfirm as a distinct identityCLM-424242 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-mvjj6udb-73250
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-040500
Opened: 2026-10-22 12:43:43
Top score: 0.83