Duplicate employer records in the client list

Ticketclosed

Duddingston Payroll · Duplicate employer records in the client list

One employer appeared twice in the client list on 16 Jun 2025, with calls split between the two entries. Olivia Grant found no data lost, but the record does not show a merge or the cause.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

One employer appeared twice in the client list on 16 Jun 2025, with calls split between the two entries. Olivia Grant found no data lost, but the record does not show a merge or the cause.

Problem: Lorna Cairns, Head of Client Services, reported an employer under two entries, with calls split between them, so pay queries might use the wrong one.

Handling: Olivia Grant confirmed the entries differed only in name form, with no data lost, and asked Ewan Pryce, Head of Platform, to check whether the nightly refresh creates a second record.

Watch: The ticket was solved on 24 Jun 2025 and closed on 28 Jun 2025, but the record does not show the cause, a merge decision or whether Lorna was told.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categorydata_quality

Channelemail

First response (min)146

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created · Lorna Cairns 16 Jun 2025 12:14
Hello, I think some employers are appearing twice in the client list. One of my client managers spotted a duplicate for an employer she looks after, and the calls show up under both. Can you check it and tell us which one is right? We do not want the wrong one used for any pay queries. Thanks, Lorna
Public reply · Olivia Grant 16 Jun 2025 14:40
Hi Lorna, thanks for flagging this so quickly. Could you send me the names of the two entries so I can check which one came from which source? I will look at the matching rules while I wait. Thanks, Olivia
Public reply · Lorna Cairns 18 Jun 2025 10:37
Hi Olivia, the two entries are the same employer, one with the trading name and one with the registered name. The calls are split between them. Do we need to merge them, and has the client been told? Thanks, Lorna
Internal note · Olivia Grant 18 Jun 2025 14:28
Two organisation entries for the same employer, differing only in name form. Calls are split between them, no data lost. Need Ewan to check whether the nightly refresh is creating a second record. Lorna not yet told the cause.
Status change · Olivia Grant 24 Jun 2025 12:56
Status change · 28 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

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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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