Duplicate records in CRM data

Ticketclosed

Kilcolgan Payments · Duplicate records in CRM data

Duplicate client records with the same ID loaded twice, probably after a data migration. The ticket was solved on 15 Apr 2026 and closed on 19 Apr 2026.

Priority high

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What happened

What this says

As at Fri 9 Oct 2026

Duplicate client records with the same ID loaded twice, probably after a data migration. The ticket was solved on 15 Apr 2026 and closed on 19 Apr 2026.

Problem: Eoin Hegarty reported the same client ID and company name appearing twice in the brain, and the team did not know which record to use.

Handling: The internal note links the duplicates to a Salesforce sync after the customer's data migration the week before. Kate Ormerod replied on 14 Apr 2026 and asked for a manual refresh test. The ticket was solved on 15 Apr 2026 and closed on 19 Apr 2026, but the record does not show the refresh result or the deduplication approach.

Watch: The internal note says the full scope needed investigating before advising on a deduplication approach. The record does not show that the scope was completed.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categorydata_quality

Channelemail

First response (min)61

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Internal note · Kate Ormerod 14 Apr 2026 12:44
Checked recent Salesforce sync - customer did a data migration last week. Likely caused the duplication. Need to investigate full scope before advising on dedup approach.
created · Eoin Hegarty 14 Apr 2026 16:07
We're seeing duplicate client records in the brain - same ID, same company name, but loaded twice. Our team is confused about which one to use. Is this a sync issue?
Public reply · Kate Ormerod 14 Apr 2026 17:08
Hi Eoin, thanks for flagging this. I've picked this up - just so I've got this right, these are exact duplicates with the same ID showing up twice in one query result? Can you try running a manual refresh and tell me what you see?
Status change · Kate Ormerod 15 Apr 2026 16:57
Status change · 19 Apr 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

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.

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