Building a view of programmes and claims

Ticketclosed

Rodenkirchen Assekuranzmakler · Building a view of programmes and claims

Nadine Schröder asked how to build a dashboard showing each client's programmes beside its claims for renewal calls. Olivia Grant replied in 85 minutes; the customer then asked for a claims column.

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What happened

What this says

As at Fri 9 Oct 2026

Nadine Schröder asked how to build a dashboard showing each client's programmes beside its claims for renewal calls. Olivia Grant replied in 85 minutes; the customer then asked for a claims column.

Problem: Nadine Schröder asked how to build a view of programmes and claims for the account managers' renewal calls. Olivia said it could be built in the dashboards area and asked which fields the team needed.

Handling: The ticket was solved on 30 Apr 2026 and closed on 4 May 2026. The customer's later message asked for a claims column, and the record does not show whether it was added before the calls.

Watch: The tier on this account is not in the record, so the request is not judged against any service level.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelemail

First response (min)85

CSAT5

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created · Nadine Schröder 24 Apr 2026 13:18
Hello, our account managers would like a view that shows each client's programmes next to their claims. We'd like to use it for renewal calls next month. Could you show us how to set it up? Kind regards, Nadine
Public reply · Olivia Grant 24 Apr 2026 14:43
Hello Nadine, thanks for your message. This can be built in the dashboards area. I'll send over the steps, and please tell me which fields your team needs so I can check them with you. Kind regards, Olivia
Public reply · Nadine Schröder 28 Apr 2026 10:01
Thanks Olivia. The programmes side is working. Could we also add the claims column? That's the part the team needs before the calls. Nadine
Status change · Olivia Grant 30 Apr 2026 10:22
Status change · 4 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

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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