Duplicate records in partnership table

Ticketclosed

Hartside Student Living · Duplicate records in partnership table

The partnership table showed extra records that did not match the CRM before partner reviews. Kate Ormerod ran a clean reindex, and the ticket was closed on 19 Jul 2026.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

The partnership table showed extra records that did not match the CRM before partner reviews. Kate Ormerod ran a clean reindex, and the ticket was closed on 19 Jul 2026.

Problem: Bethany Cole, Head of University Partnerships, reported that the partnership table showed duplicate and old records, which were throwing off counts for the coming partner reviews.

Handling: Kate Ormerod found that a duplicate had slipped through the last refresh, ran a clean reindex the same day and asked Bethany to check the count. The header records 458 minutes to first response, but the first reply in the thread is timed at 15:00 that day.

The ticket was solved on 15 Jul 2026 and closed on 19 Jul 2026. The record does not show Bethany confirming the count.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categorydata_quality

Channelemail

First response (min)458

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created · Bethany Cole 24 Jun 2026 08:53
I've noticed the partnership table in the brain is showing duplicates. When I check it against our CRM, there are extra records that shouldn't be there. Can you see what's happening? We've got partner reviews coming up and I need the data clean.
Public reply · Bethany Cole 24 Jun 2026 11:28
Actually, I've dug into this more and the brain is showing significantly more records than we have in the CRM. Some look like duplicates, some appear to be old versions. It's throwing off our counts for the reviews.
Public reply · Kate Ormerod 24 Jun 2026 15:00
Hi Bethany, thanks for flagging this. I've looked at your partnership table and found the issue. A duplicate slipped through in the last refresh and pulled in some old records. I'm going to run a clean reindex to clear this up.
Public reply · Kate Ormerod 24 Jun 2026 16:31
All done, your partnership table is now synced correctly with your CRM. The next nightly refresh will keep it in sync. Can you verify the count now matches what you expect?
Status change · Kate Ormerod 15 Jul 2026 15:01
Status change · 19 Jul 2026 23:59

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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

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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.

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