Feature request: schools member view in one place

Ticketclosed

Kelbrook Mutual Insurance · Feature request: schools member view in one place

Kirsty Hepworth asked for a single view of school members with policies, claims and calls. BG-Demo added it to the feature request list, and the customer asked to be told if it is picked up.

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What happened

What this says

As at Fri 9 Oct 2026

Kirsty Hepworth asked for a single view of school members with policies, claims and calls. BG-Demo added it to the feature request list, and the customer asked to be told if it is picked up.

Problem: The schools team switches between three screens for each renewal conversation.

Handling: Olivia Grant added the request to the feature list and asked whether calls came from the recorder or notes. Kirsty Hepworth said mostly recordings. The ticket closed on 2 Oct 2026.

Watch: The evidence does not show a date or whether the request will be built.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelweb

First response (min)442

CSAT5

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created · Kirsty Hepworth 24 Sep 2026 08:53
Hello, I'd like to ask whether we can get a single view of each school member showing their policies, open claims and recent calls together. At the moment my team jumps between three screens for every renewal conversation, which slows things down. Could this be looked at for the schools team? Many thanks, Kirsty Hepworth, Member Relationship Manager, Schools
Public reply · Olivia Grant 24 Sep 2026 16:15
Hi Kirsty, thanks for this. I've added it to the feature request list with the detail about renewal conversations, which is the useful part for the product team. I can't give you a date for it. Could you tell me whether the calls you need come from the call recorder or from your own notes? That will help me point the request at the right place. Thanks, Olivia
Status change · Olivia Grant 28 Sep 2026 10:15
Public reply · Kirsty Hepworth 28 Sep 2026 15:18
Thanks Olivia, that's helpful. They're mostly call recordings, with a few notes from the renewal meetings. I'm happy for it to stay on the list. Could you let me know if it gets picked up? Kirsty
Status change · 2 Oct 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

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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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