Steward case

CASE-002497

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

OpenCheckpointckpt-run-mvfoap9e-52418workflow paused, state held

Side-by-side comparison

Incoming CLM-416230 against 2 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-416230incoming	#1MBR-010811Lerry Richardson 0.832 rec. Best evidence: Name	#2MBR-014850Larry Richardson 0.833 rec. Best evidence: NamePhone
Name	Larry Richardson	Lerry S Richardson	Larry Z Richardson
Date of birth	— 1960-89-23	1992-01-08	1968-09-23
Member ID	— NULL	UHC-30947-57	UHC-86546-97
SSN	— •••-••-N/A	•••-••-3802	•••-••-3605
Phone	9896256904 989-625-6904	4018202269	9896256904
Email	—	—	—
Address	— NULL	8965 Palm Dr	397 Oak St
City / state / ZIP	— null, UNKNOWN	Phoenix, AZ, 85094	Orlando, FL, 32811
Group	— UNKNOWN	GRP-5555	GRP-9772
Plan	— -	MEDICARE-ADV-A	NAVIGATE-HMO
Sources, records	CLM1 record	ENR ×1CLM ×12 records	ENR ×1PRV ×1CLM ×13 records

Evidence detail

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

▶#1MBR-010811Lerry Richardson0.83

Matched against ENR-100801, 1 field compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	0.95	3	100%

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-100801Lerry RichardsonRule 0.96
CLMCLM-400591Larry Richardson1992-01-08Rule 0.96

▶#2MBR-014850Larry Richardson0.83

Matched against ENR-121370, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	67%
Phone	1.00	1.5	33%

Guard: Too few fields to compareConflicts: none

Records in this identity

ENRENR-121370Larry Richardson1968-09-23Rule 0.99
PRVPRV-24816Larry Richardson1968-09-23Rule 0.97
CLMCLM-416231Larry Richardson1968-09-23Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39e029b6b80b
Escalated CLM-416230, top score 0.83, candidates MBR-010811, MBR-014850

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 Lerry RichardsonMBR-010811, score 0.83, 2 recordsLinkLink to Larry RichardsonMBR-014850, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-416230 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-52418
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-033368
Opened: 2026-10-19 19:54:36
Top score: 0.83