Duplicate client records in search

Ticketclosed

Spaarnwoude Assurantiën · Duplicate client records in search

Ilse Kuipers reported client records appearing twice in search, which complicated renewal preparation. Kate Ormerod found two CRM organisations with the same domain both syncing. The ticket closed on 20 Sep 2026.

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What happened

What this says

As at Fri 9 Oct 2026

Ilse Kuipers reported client records appearing twice in search, which complicated renewal preparation. Kate Ormerod found two CRM organisations with the same domain both syncing. The ticket closed on 20 Sep 2026.

Problem: On 14 Sep 2026 Ilse Kuipers reported that some client records appeared twice in search, with old and new details, causing confusion when preparing renewals.

Handling: Kate Ormerod checked two duplicate pairs and found the same domain across two CRM organisations, both syncing. Her internal note suggests the matching rules, rather than the merge, could be the cause, and asks for their owner to be looped in before closing.

Watch: One organisation should have one record, so this is a data fault to fix at source, and the thread does not show whether the rules owner was involved.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categorydata_quality

Channelweb

First response (min)74

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created · Ilse Kuipers 14 Sep 2026 08:42
Some client records appear twice in search, once with the old details and once with the new. This is causing confusion when we prepare renewals. Could you look into it? Kind regards, Ilse Kuipers
Public reply · Kate Ormerod 14 Sep 2026 09:56
Hello Ilse, thanks for flagging this. We're looking at the duplicate records now and will confirm what's causing them. Kind regards, Kate
Internal note · Kate Ormerod 14 Sep 2026 11:41
Checked two of the duplicate pairs. Same domain, two CRM organisations, both syncing. Could be the matching rules rather than the merge. Loop in whoever owns the matching rules before we close.
Status change · Kate Ormerod 16 Sep 2026 13:30
Status change · 20 Sep 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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