Steward case

CASE-004148

Too few fields present at source to decide automatically.

OpenCheckpointckpt-run-mvfoap9e-57925workflow paused, state held

Side-by-side comparison

Incoming CLM-415452 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-415452incoming	#1MBR-034891Lawrence Richards 0.833 rec. Best evidence: NameAddress
Name	Lawrence O Richards Richards, Lawrence O.	Lawrence Richards
Date of birth	— 1211-19-64	1964-11-21
Member ID	— NULL	UHC-84652-73
SSN	—	•••-••-4721
Phone	— NULL	4556558005
Email	—	lawrence.richards26@outlook.com
Address	6040 Main St 6040 Main Street	6040 Main St
City / state / ZIP	Columbus, OH, 43236	Columbus, OH, 43236
Group	GRP-6573	GRP-6573
Plan	— NULL	SELECT-EPO
Sources, records	CLM1 record	TPA ×1CLM ×1ENR ×13 records

Evidence detail

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

▶#1MBR-034891Lawrence Richards0.83

Matched against CLM-415453, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	60%
Address	1.00	2	40%	exact

Guard: Too few fields to compareConflicts: none

Records in this identity

TPATPA-56775Lawrence Richards1964-11-21Scored 0.93
CLMCLM-415453Lawrence Richards1964-11-21Rule 0.99
ENRENR-120350Lawrence Richards1964-11-21Rule 0.99

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39d622fd5b5d
Escalated CLM-415452, top score 0.83, candidates MBR-034891

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-034891, score 0.83, 3 recordsLinkConfirm as a distinct identityCLM-415452 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-57925
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035470
Opened: 2026-10-19 19:54:36
Top score: 0.83