Answers look out of date this week

Ticketclosed

Commondale Care · Answers look out of date this week

Fee figures lagged the source system. An internal note says the fee invoice connector was skipped after a schema change on the customer side and needed a full re-sync.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Fee figures lagged the source system. An internal note says the fee invoice connector was skipped after a schema change on the customer side and needed a full re-sync.

Problem: Staffing and fee answers were a few days behind, and figures did not match the customer's system. Handling: Bethan checked the refresh log. The internal note says refresh ran without errors, but the fee invoice connector was skipped after a customer schema change and needed a full re-sync. First response took 94 minutes on a normal priority freshness ticket, and the ticket was solved 15 Oct 2024. Watch: The evidence does not show whether the full re-sync was completed on the stated date.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categorydata_freshness

Channelemail

First response (min)94

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Trail

created · Kayleigh Pounder 8 Oct 2024 11:59
Morning. The answers coming back from B-Viz on our staffing and fee questions seem to be a few days behind. The figures I checked this morning did not match our system. Is the nightly refresh running for us? Thanks, Kayleigh
Public reply · Bethan Lister 8 Oct 2024 13:33
Hi Kayleigh, thanks. Just so I've got this right: the figures are behind your source system, not just the answers? Could you give me one question and the answer you expect? I'm checking the refresh log for your account now. Thanks, Bethan
Internal note · Bethan Lister 8 Oct 2024 14:17
Refresh has been completing without errors, but the fee invoice connector was skipped after a schema change on the customer side. Needs a full re-sync of that source. Rory to pick up if the re-sync stalls.
Status change · Bethan Lister 15 Oct 2024 10:20
Status change · 19 Oct 2024 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

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.

Help