Claims connector has stopped picking up records

Ticketclosed

Kelbrook Mutual Insurance · Claims connector has stopped picking up records

Recent claims stopped appearing in search after the customer changed the claims system login, while policy data kept working. Connor Webb asked the customer's IT team to confirm read access, and the last comment is dated 16 May 2025.

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What happened

What this says

As at Fri 9 Oct 2026

Recent claims stopped appearing in search after the customer changed the claims system login, while policy data kept working. Connor Webb asked the customer's IT team to confirm read access, and the last comment is dated 16 May 2025.

Problem: recent claims were missing from search while policy data was fine, and Rebecca Ainsworth needed it working by the end of the week.

Handling: Connor Webb traced the stop to the login change and asked the customer's IT team to confirm the new login had read access before a fresh load.

Watch: the ticket was marked solved on 12 Jun 2025, but the evidence does not show what fixed it or when claims returned to search.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryconnector_sync

Channelchat

First response (min)852

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created · Rebecca Ainsworth 15 May 2025 13:42
Hello, our Member Services connector to the claims system has stopped picking up new claims. The most recent claims show nowhere in search, though the policy data is fine. I think it started after our IT team changed the login for the claims system. Could you check it when you can? Nothing is urgent for members today, but the relationship managers need it working by the end of the week. Thanks, Rebecca
Public reply · Connor Webb 16 May 2025 03:54
Hi Rebecca, thanks for flagging this. I've checked the connector and it has stopped loading claims records since the login change, which matches what you describe. I haven't confirmed the cause yet, so I won't guess at it. The next step is for your IT team to confirm the new login has read access to the claims tables, and then we can run a fresh load. I'll keep the ticket open until I see the records come through. Kind regards, Connor
Status change · Connor Webb 12 Jun 2025 11:22
Status change · 16 Jun 2025 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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