Duplicate records in client data

Ticketclosed

Pentreath Cold Chain · Duplicate records in client data

Dan Hosken reported duplicate client records. Bethan Lister asked for examples and the source connector, and the ticket shows no cause or fix before it closed.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Dan Hosken reported duplicate client records. Bethan Lister asked for examples and the source connector, and the ticket shows no cause or fix before it closed.

Problem: Dan Hosken, systems and data analyst at Pentreath Cold Chain, saw some clients listed twice with slightly different names or data, which made the client count hard to trust.

Handling: Bethan Lister asked for an example and the source connector on 13 May 2025. The ticket was marked solved on 22 May 2025 and closed on 26 May 2025, but the record holds no further BG-Demo comment and no cause or fix.

Watch: The helpdesk status is closed, but the record does not show that the duplicates stopped, so the customer's view of the outcome is unknown.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categorydata_quality

Channelemail

First response (min)172

Helpdeskmade from

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created · Dan Hosken 13 May 2025 08:08
Hi, I've noticed duplicate records appearing in our client data. When I pull a list of clients, some are showing up twice with slightly different names or data. This is making it hard to get an accurate count. Can you look into where these duplicates are coming from? Cheers, Dan
Public reply · Bethan Lister 13 May 2025 11:00
Just so I've got this right, you're seeing clients listed twice? Can you give me an example of the duplicates you're seeing and let me know which connector the data's coming from?
Status change · Bethan Lister 22 May 2025 17:10
Status change · 26 May 2025 23:59

Helpdeskmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help