Retailer records showing twice in the complaints view

Ticketclosed

Rufforth Bakeries · Retailer records showing twice in the complaints view

Some retailer accounts appeared twice in the complaints view, so credit totals did not match finance. Liam Sedgwick sent three examples, and the record does not show the match rules being changed.

Priority normal

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What happened

What this says

As at Fri 9 Oct 2026

Some retailer accounts appeared twice in the complaints view, so credit totals did not match finance. Liam Sedgwick sent three examples, and the record does not show the match rules being changed.

Problem: Liam Sedgwick reported that a few retailer accounts appeared twice in the complaints view, so credit totals did not match finance.

Handling: Ruth Okoro asked for three names that looked doubled, and Liam sent three examples on 14 May 2026. The ticket closed on 22 May 2026, but the record does not show the match rules being changed.

Watch: Liam said the team was not sure which figures to trust, and the duplicates involved large supermarket chains with a trailing code on the ERP side.

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)155

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created · Liam Sedgwick 13 May 2026 12:08
Hi, a few of our retailer accounts are appearing twice in the complaints view, once from the ERP feed and once under a slightly different name. The credit totals don't match what finance has, so we're not sure which figures to trust. Could you take a look when you get a chance? Thanks, Liam
Public reply · Ruth Okoro 13 May 2026 14:43
Hi Liam, thanks for flagging this. From what you've described, the two entries are being matched differently between your ERP and the complaints feed. Could you send me three of the retailer names that look doubled, so I can check the match rules against them? Thanks, Ruth
Public reply · Liam Sedgwick 14 May 2026 09:59
Hi Ruth, the ones I can see are the big supermarket chains where the name has a trailing code on the ERP side. I've sent you three examples this morning. Liam
Status change · Ruth Okoro 18 May 2026 15:42
Status change · 22 May 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

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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.

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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.

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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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