Data freshness

Ticketclosed

Tarnbeck Insurance Brokers · Data freshness

Rachael Dixon reported two-day-old data even though the refresh appeared to run. Kate Ormerod found a stale connector credential had blocked the CRM sync and fixed it by manual reindex on 22 Jul 2026.

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What happened

What this says

As at Fri 9 Oct 2026

Rachael Dixon reported two-day-old data even though the refresh appeared to run. Kate Ormerod found a stale connector credential had blocked the CRM sync and fixed it by manual reindex on 22 Jul 2026.

Problem: the refresh ran overnight according to the logs, but the records had not changed, so the customer was relying on data about two days old.

Handling: Kate Ormerod replied within 106 minutes and said some sources had not synced. An internal note by 16:05 that day recorded the root cause and a manual reindex with a triggered refresh.

Watch: The customer-facing reply does not name the cause, and the ticket was solved on 27 Jul 2026. The credential expiry needs a check so the CRM sync does not stall again.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categorydata_freshness

Channelweb

First response (min)106

Incidentinc_2026_07_refresh

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Trail

created · Rachael Dixon 22 Jul 2026 12:07
Hi, we're still seeing stale data in the brain. It's now two days old and we're relying on it for decision making. The refresh ran last night according to the logs but the records haven't changed. Can you force a refresh or check what's gone wrong? This is urgent. Cheers, Rachael
Public reply · Kate Ormerod 22 Jul 2026 13:53
Hi Rachael, I can see the refresh completed last night but some of your data sources didn't sync properly. I'm working with our platform team to identify why. I'll update you as soon as we know more. Kate
Internal note · Kate Ormerod 22 Jul 2026 16:05
Root cause: one connector had a stale credential token. Affected the CRM sync. Reindexed manually and triggered refresh. Data current now.
Status change · Kate Ormerod 27 Jul 2026 14:29
Status change · 31 Jul 2026 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