Duplicate member records in the claims load

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Kelbrook Mutual Insurance · Duplicate member records in the claims load

Tariq Mahmood found members duplicated in the claims view and needed board pack figures to be correct. Bethan Lister asked which member number to keep for each duplicate before changing anything.

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What happened

What this says

As at Fri 9 Oct 2026

Tariq Mahmood found members duplicated in the claims view and needed board pack figures to be correct. Bethan Lister asked which member number to keep for each duplicate before changing anything.

Problem: Some members showed twice in the claims view, under an old and a new member number. The policy view looked right, and Tariq needed board pack figures to be correct.

Handling: Bethan checked the mapping and asked Tariq which member number to keep for each. She said nothing would change on his side until they agreed which was right.

Watch: The record does not show which member numbers were kept, or whether this shares a cause with the earlier hyphenated surname duplicates.

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

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categorydata_quality

Channelemail

First response (min)228

CSAT1

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created · Tariq Mahmood 21 Nov 2024 16:03
Hi Bethan, I'm looking at last night's load and a couple of member records have come through twice in the claims view. Each one shows the old member number and the new one, and both point to the same policyholder. The policy view looks right, so the problem seems to be only in claims. I haven't changed any mappings on our side and I don't want to change one without knowing why this has happened. Could you take a look when you get a chance? We need to be sure the figures in the board pack are correct before the next meeting. Thanks, Tariq
Public reply · Bethan Lister 21 Nov 2024 19:51
Hi Tariq, thanks for sending this over. Just so I've got this right, the duplicates are showing in the claims view only, and both member numbers point to the same policyholder? I've picked this up and I'm checking the mapping for that load now. Could you tell me which member number you expect to keep for each of them? Nothing will be changed on your side until we've agreed which one is right, and I'll let you know what I find. Thanks, Bethan
Status change · Bethan Lister 27 Nov 2024 12:53
Status change · 1 Dec 2024 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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