Onboarding: first refresh and inviting users
Email thread Kelbrook Mutual Insurance · cs
After the first full refresh, Tariq reports overnight loads finishing every time and the member view working as hoped. One call-without-claim case needs checking. He plans a small member services group first, with names due that week.
What was said
What this says
As at Fri 9 Oct 2026After the first full refresh, Tariq reports overnight loads finishing every time and the member view working as hoped. One call-without-claim case needs checking. He plans a small member services group first, with names due that week.
Ask: Callie wanted confirmation the refresh landed, a first group of users from member services and any page wording changes. She noted usage was low, which she called normal at this stage.
Customer view: Tariq found loads stable and the combined member view working. He wants to confirm one mapping query before saying it is correct, and will widen to underwriting and claims later.
Next: Tariq to send names this week. Callie wants more users soon so mapping problems surface sooner.
The thread
Updated 9 Oct 26Messages
Callie Brennan 9 Feb 2024 14:31Hi Tariq, Good to see all three sources connected after our last session. Here is the plan for the next stage. Tonight is the first full refresh across policy, claims and the helpline system. When you're in tomorrow, could you check that it landed, and tell me if anything looks different from what you'd expect? I'll look from my side too. What I need from your side is: - confirmation that the refresh completed and the record counts look sensible to you - a first group of people to invite, ideally from member services, since they will notice quickly if a member's view looks wrong - any wording you want changed on the pages before others see them Usage is low at the moment, which is normal at this point, but I'd like more people looking at the data soon. More eyes means mapping problems get found sooner. Thanks, Callie
Tariq Mahmood 13 Feb 2024 17:51Hi Callie, Sorry, this took a few days longer than I meant. I checked the loads each morning and they have finished overnight every time, so that part looks stable. A couple of things from checking the data. The member view for the records I tested brings policies, claims and helpline calls together as we hoped. One member showed a call but no claim, which I think is correct, but I'd like to confirm it before I say so. That's a mapping question, so I'll look at it properly rather than guess. On users, I'd like to start with a small group in member services, then widen to underwriting and claims once I'm happy. I'll send you names this week. Thanks, Tariq