Where do I change the time the policy load runs overnight?

Ticketclosed

Kelbrook Mutual Insurance · Where do I change the time the policy load runs overnight?

Tariq Mahmood asked where to change the overnight policy load time before the board pack pull. Bethan Lister said the schedule sits within the connector's settings in admin.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Tariq Mahmood asked where to change the overnight policy load time before the board pack pull. Bethan Lister said the schedule sits within the connector's settings in admin.

Request: Tariq wanted the overnight policy load to finish before the board pack is pulled, and could not find the schedule setting.

Handling: Bethan Lister said the schedule is in the connector's own settings in admin and asked Tariq to check for a schedule section and the current run time. She said she would confirm the steps against the guide.

Watch: The evidence does not show whether the schedule was changed before the board cycle.

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

AImade from

Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelweb

First response (min)249

CSAT5

Helpdeskmade from

Trail

created · Tariq Mahmood 23 Aug 2024 16:25
Hello, I'd like to check where the schedule for the policy connector is set. I want the overnight load to finish before the board pack is pulled, and I can't find the setting in admin. I've looked under the main settings and the connector list, but both look the same as before. Is it in the connector itself, or is it set somewhere else? I'd be grateful for a pointer, as I'm trying to get this sorted before the next board cycle. Thanks, Tariq
Public reply · Bethan Lister 23 Aug 2024 20:34
Hi Tariq, just so I've got this right, you'd like the policy load to start earlier so it finishes before the board pack pull, and you can't see where the time is set? On our side the schedule sits within the connector's own settings in admin, not the main settings list. Could you open that connector and tell me whether there's a schedule section, and what the current run time shows? I'll confirm the exact steps against our guide and come back to you if anything differs on your version. Thanks, Bethan
Status change · Bethan Lister 9 Sep 2024 13:04
Status change · 13 Sep 2024 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