B-Viz
Olivia Grant

Claims dates showing the report date in member timeline

Ticketclosed

Kelbrook Mutual Insurance logo Kelbrook Mutual Insurance · Claims dates showing the report date in member timeline

Rebecca Ainsworth reported that claim dates in the member timeline showed the date reported, not the loss date, so managers were quoting wrong dates to members. Olivia Grant reproduced it and pointed to the claim detail page for true loss dates.

Priority high

What happened

What this says

As at Fri 9 Oct 2026

Rebecca Ainsworth reported that claim dates in the member timeline showed the date reported, not the loss date, so managers were quoting wrong dates to members. Olivia Grant reproduced it and pointed to the claim detail page for true loss dates.

Problem: The member timeline showed the reported date instead of the loss date, so managers quoted wrong dates to members.

Handling: First response came after 79 minutes. Olivia Grant reproduced the fault on the test view on 29 Jan 2026, and Ross Thackeray was asked to check the mapping. The ticket was solved on 2 Feb 2026 and closed on 6 Feb 2026.

Watch: The internal note ties the fault to claims synced after the last change, but the record does not say what that change was or whether Rebecca Ainsworth confirmed the fix.

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

Details

Updated 9 Oct 26
Priorityhigh
Statusclosed
Categorybug
Channelchat
First response (min)79
Helpdeskmade from

Trail

  1. Rebecca Ainsworth
    created · Rebecca Ainsworth 26 Jan 2026 11:00
    hi, we've got a problem on the member timeline. the claim dates look wrong, they show the date the claim was reported and not the date of loss. managers are quoting the wrong dates to members. can someone look at this asap? it's urgent for our renewals this week. thanks, Rebecca
  2. Olivia Grant
    Public reply · Olivia Grant 26 Jan 2026 12:19
    Hi Rebecca, thanks for flagging this, and sorry for the trouble. I'm looking now. Can you tell me one claim where the date is wrong? The policy reference is enough, so please don't send any personal details in chat. Thanks, Olivia
  3. Rebecca Ainsworth
    Public reply · Rebecca Ainsworth 27 Jan 2026 11:31
    Hi Olivia, I've got one. The claim on the school roof policy was reported earlier this year, but the loss happened before that. The timeline shows the reporting date. Is the loss date held somewhere else on the claim? Also, did anything change this week? It seems to have started around then. Kind regards, Rebecca
  4. Olivia Grant
    Public reply · Olivia Grant 29 Jan 2026 09:51
    Hi Rebecca, thanks, that helped. I can reproduce it on the test view. It looks like the timeline is picking up the reporting date in place of the loss date, and we're checking why. I'll update you once we know. In the meantime, the claim detail page shows the true loss date. Kind regards, Olivia
  5. Olivia Grant
    Internal note · Olivia Grant 29 Jan 2026 12:28
    Reproduced on the Kelbrook test view. Timeline is reading the reported date field, not the loss date, for claims synced after the last change. Passing to Ross to check the mapping. High priority because of renewals. Customer has the claim detail workaround.
  6. Olivia Grant
    Status change · Olivia Grant 2 Feb 2026 15:05
  7. Status change · 6 Feb 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

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.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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

Ask B

B-Viz · read-only