Evidence trail

Updated 9 Oct 26

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Key

Source rows
Raw things
People
Organisation
Organisation AI
Pages
AI-written record (ring)
AI record not written yet
belongs to the organisation (one line per group)
Size: how many records a group holds
Columns, left to right: Source rows, Raw things, AI summaries, People, Organisation, Organisation AI, Narratives, Pages

Fenmoor Specialty Underwriting's pages are written from 4 organisation-level AI texts (assessment / next steps), 11 period digests and 1 narrative-level AI text, which in turn draw on 211 AI summaries of 219 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 17 people (17 with an AI write-up) and 8 staff (0 with an AI write-up), shown on 23 pages.

The trail as a list (block, record, entity, raw row)

Activity page block
- Fenmoor Specialty Underwriting / BG-Demo – Discovery entity
  - Fenmoor Specialty Underwriting entity
    - accounting/customers.csv org_001 raw row
    - crm/companies.csv org_001 raw row
    - product_analytics/tenants.csv org_001 raw row
  - call_recorder/calls.csv call_001_001 raw row
- Fenmoor Specialty Underwriting / BG-Demo – Demo entity
  - Fenmoor Specialty Underwriting entity
    - accounting/customers.csv org_001 raw row
    - crm/companies.csv org_001 raw row
    - product_analytics/tenants.csv org_001 raw row
  - call_recorder/calls.csv call_001_002 raw row
- Fenmoor Specialty Underwriting / BG-Demo – Proposal entity
  - Fenmoor Specialty Underwriting entity
    - accounting/customers.csv org_001 raw row
    - crm/companies.csv org_001 raw row
    - product_analytics/tenants.csv org_001 raw row
  - call_recorder/calls.csv call_001_003 raw row
- Fenmoor Specialty Underwriting / BG-Demo – Negotiation entity
  - Fenmoor Specialty Underwriting entity
    - accounting/customers.csv org_001 raw row
    - crm/companies.csv org_001 raw row
    - product_analytics/tenants.csv org_001 raw row
  - call_recorder/calls.csv call_001_004 raw row
- Fenmoor Specialty Underwriting / BG-Demo – Kickoff entity
  - Fenmoor Specialty Underwriting entity
    - accounting/customers.csv org_001 raw row
    - crm/companies.csv org_001 raw row
    - product_analytics/tenants.csv org_001 raw row
  - call_recorder/calls.csv call_001_005 raw row
- Fenmoor Specialty Underwriting / BG-Demo – Onboarding entity
  - Fenmoor Specialty Underwriting entity
    - accounting/customers.csv org_001 raw row
    - crm/companies.csv org_001 raw row
    - product_analytics/tenants.csv org_001 raw row
  - call_recorder/calls.csv call_001_006 raw row
- +225 more
AI opinion page block
- Fenmoor Specialty Underwriting growing AI record
  - Fenmoor: Enterprise order form governs AI record
    - Fenmoor Specialty Underwriting - Security Questionnaire entity
      - Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
      - document_store/files.csv doc_001_001 raw row
    - Fenmoor Specialty Underwriting - Proposal v1 entity
      - Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
      - document_store/files.csv doc_001_002 raw row
    - Fenmoor Specialty Underwriting - Proposal entity
      - Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
      - document_store/files.csv doc_001_003 raw row
    - Fenmoor Specialty Underwriting - Master Services Agreement v2 entity
      - Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
      - document_store/files.csv doc_001_004 raw row
    - Fenmoor Specialty Underwriting - Master Services Agreement (signed) entity
      - Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
      - document_store/files.csv doc_001_005 raw row
    - Fenmoor Specialty Underwriting - Data Processing Agreement (signed) entity
      - Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
      - document_store/files.csv doc_001_006 raw row
    - +53 more
  - ARR up to £125,000, all paid AI record
    - Fenmoor Specialty Underwriting – New entity
      - Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
      - contracts/order_form_lines.csv ctr_001_01:1 raw row
      - contracts/order_form_lines.csv ctr_001_01:2 raw row
      - contracts/order_forms.csv ctr_001_01 raw row
      - crm/deal_line_items.csv deal_001_01:1 raw row
      - crm/deal_line_items.csv deal_001_01:2 raw row
      - +7 more
    - Fenmoor Specialty Underwriting – Renewal entity
      - Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
      - contracts/order_form_lines.csv ctr_001_02:1 raw row
      - contracts/order_forms.csv ctr_001_02 raw row
      - crm/deal_line_items.csv deal_001_02:1 raw row
      - crm/deal_stage_history.csv deal_001_02:1 raw row
      - crm/deal_stage_history.csv deal_001_02:2 raw row
      - +3 more
    - Fenmoor Specialty Underwriting – Expansion entity
      - Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
      - contracts/order_form_lines.csv ctr_001_03:1 raw row
      - contracts/order_forms.csv ctr_001_03 raw row
      - crm/deal_close_date_changes.csv deal_001_03:1 raw row
      - crm/deal_close_date_changes.csv deal_001_03:2 raw row
      - crm/deal_close_date_changes.csv deal_001_03:3 raw row
      - +6 more
    - Fenmoor Specialty Underwriting – Expansion entity
      - Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
      - crm/deal_stage_history.csv deal_001_04:1 raw row
      - crm/deal_stage_history.csv deal_001_04:2 raw row
      - crm/deals.csv deal_001_04 raw row
    - facts.arr_monthly:org_001 facts table
      - Fenmoor Specialty Underwriting – New entity
        Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
        contracts/order_form_lines.csv ctr_001_01:1 raw row
        contracts/order_form_lines.csv ctr_001_01:2 raw row
        contracts/order_forms.csv ctr_001_01 raw row
        crm/deal_line_items.csv deal_001_01:1 raw row
        crm/deal_line_items.csv deal_001_01:2 raw row
        +7 more
      - Fenmoor Specialty Underwriting – Renewal entity
        Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
        contracts/order_form_lines.csv ctr_001_02:1 raw row
        contracts/order_forms.csv ctr_001_02 raw row
        crm/deal_line_items.csv deal_001_02:1 raw row
        crm/deal_stage_history.csv deal_001_02:1 raw row
        crm/deal_stage_history.csv deal_001_02:2 raw row
        +3 more
      - Fenmoor Specialty Underwriting – Expansion entity
        Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
        contracts/order_form_lines.csv ctr_001_03:1 raw row
        contracts/order_forms.csv ctr_001_03 raw row
        crm/deal_close_date_changes.csv deal_001_03:1 raw row
        crm/deal_close_date_changes.csv deal_001_03:2 raw row
        crm/deal_close_date_changes.csv deal_001_03:3 raw row
        +6 more
      - Fenmoor Specialty Underwriting – Expansion entity
        Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
        crm/deal_stage_history.csv deal_001_04:1 raw row
        crm/deal_stage_history.csv deal_001_04:2 raw row
        crm/deals.csv deal_001_04 raw row
      - INV-001-0001 entity
        Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
        accounting/invoice_lines.csv inv_001_001:1 raw row
        accounting/invoices.csv inv_001_001 raw row
        accounting/payments.csv pay_001_001 raw row
      - INV-001-0002 entity
        Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
        accounting/invoice_lines.csv inv_001_002:1 raw row
        accounting/invoices.csv inv_001_002 raw row
        accounting/payments.csv pay_001_002 raw row
      - +2 more
    - facts.reconciliation_t0:org_001 facts table
      - Fenmoor Specialty Underwriting – New entity
        Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
        contracts/order_form_lines.csv ctr_001_01:1 raw row
        contracts/order_form_lines.csv ctr_001_01:2 raw row
        contracts/order_forms.csv ctr_001_01 raw row
        crm/deal_line_items.csv deal_001_01:1 raw row
        crm/deal_line_items.csv deal_001_01:2 raw row
        +7 more
      - Fenmoor Specialty Underwriting – Renewal entity
        Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
        contracts/order_form_lines.csv ctr_001_02:1 raw row
        contracts/order_forms.csv ctr_001_02 raw row
        crm/deal_line_items.csv deal_001_02:1 raw row
        crm/deal_stage_history.csv deal_001_02:1 raw row
        crm/deal_stage_history.csv deal_001_02:2 raw row
        +3 more
      - Fenmoor Specialty Underwriting – Expansion entity
        Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
        contracts/order_form_lines.csv ctr_001_03:1 raw row
        contracts/order_forms.csv ctr_001_03 raw row
        crm/deal_close_date_changes.csv deal_001_03:1 raw row
        crm/deal_close_date_changes.csv deal_001_03:2 raw row
        crm/deal_close_date_changes.csv deal_001_03:3 raw row
        +6 more
      - Fenmoor Specialty Underwriting – Expansion entity
        Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
        crm/deal_stage_history.csv deal_001_04:1 raw row
        crm/deal_stage_history.csv deal_001_04:2 raw row
        crm/deals.csv deal_001_04 raw row
      - INV-001-0001 entity
        Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
        accounting/invoice_lines.csv inv_001_001:1 raw row
        accounting/invoices.csv inv_001_001 raw row
        accounting/payments.csv pay_001_001 raw row
      - INV-001-0002 entity
        Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
        accounting/invoice_lines.csv inv_001_002:1 raw row
        accounting/invoices.csv inv_001_002 raw row
        accounting/payments.csv pay_001_002 raw row
      - +3 more
    - +5 more
  - Escalation: late nightly refresh AI record
    - Fenmoor Specialty Underwriting / BG-Demo – Escalation entity
      - Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
      - call_recorder/calls.csv call_001_045 raw row
    - Fenmoor Specialty Underwriting entity
      - accounting/customers.csv org_001 raw row
      - crm/companies.csv org_001 raw row
      - product_analytics/tenants.csv org_001 raw row
  - Confidence after refresh problems, renewal case AI record
    - Fenmoor Specialty Underwriting / BG-Demo – Check In entity
      - Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
      - call_recorder/calls.csv call_001_046 raw row
    - Fenmoor Specialty Underwriting entity
      - accounting/customers.csv org_001 raw row
      - crm/companies.csv org_001 raw row
      - product_analytics/tenants.csv org_001 raw row
  - Steady check-in; oversight pack request AI record
    - Fenmoor Specialty Underwriting / BG-Demo – Check In entity
      - Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
      - call_recorder/calls.csv call_001_047 raw row
    - Fenmoor Specialty Underwriting entity
      - accounting/customers.csv org_001 raw row
      - crm/companies.csv org_001 raw row
      - product_analytics/tenants.csv org_001 raw row
  - QBR: both new lines need the brain AI record
    - Fenmoor Specialty Underwriting / BG-Demo – QBR entity
      - Fenmoor Specialty Underwriting entity
        accounting/customers.csv org_001 raw row
        crm/companies.csv org_001 raw row
        product_analytics/tenants.csv org_001 raw row
      - call_recorder/calls.csv call_001_048 raw row
    - Fenmoor Specialty Underwriting entity
      - accounting/customers.csv org_001 raw row
      - crm/companies.csv org_001 raw row
      - product_analytics/tenants.csv org_001 raw row
  - +57 more
ARR journey page block
- facts.arr_monthly:org_001 facts table
  - Fenmoor Specialty Underwriting – New entity
    - Fenmoor Specialty Underwriting entity
      - accounting/customers.csv org_001 raw row
      - crm/companies.csv org_001 raw row
      - product_analytics/tenants.csv org_001 raw row
    - contracts/order_form_lines.csv ctr_001_01:1 raw row
    - contracts/order_form_lines.csv ctr_001_01:2 raw row
    - contracts/order_forms.csv ctr_001_01 raw row
    - crm/deal_line_items.csv deal_001_01:1 raw row
    - crm/deal_line_items.csv deal_001_01:2 raw row
    - +7 more
  - Fenmoor Specialty Underwriting – Renewal entity
    - Fenmoor Specialty Underwriting entity
      - accounting/customers.csv org_001 raw row
      - crm/companies.csv org_001 raw row
      - product_analytics/tenants.csv org_001 raw row
    - contracts/order_form_lines.csv ctr_001_02:1 raw row
    - contracts/order_forms.csv ctr_001_02 raw row
    - crm/deal_line_items.csv deal_001_02:1 raw row
    - crm/deal_stage_history.csv deal_001_02:1 raw row
    - crm/deal_stage_history.csv deal_001_02:2 raw row
    - +3 more
  - Fenmoor Specialty Underwriting – Expansion entity
    - Fenmoor Specialty Underwriting entity
      - accounting/customers.csv org_001 raw row
      - crm/companies.csv org_001 raw row
      - product_analytics/tenants.csv org_001 raw row
    - contracts/order_form_lines.csv ctr_001_03:1 raw row
    - contracts/order_forms.csv ctr_001_03 raw row
    - crm/deal_close_date_changes.csv deal_001_03:1 raw row
    - crm/deal_close_date_changes.csv deal_001_03:2 raw row
    - crm/deal_close_date_changes.csv deal_001_03:3 raw row
    - +6 more
  - Fenmoor Specialty Underwriting – Expansion entity
    - Fenmoor Specialty Underwriting entity
  - +2 more
AI facts page block
Contacts page block
- +12 more
Open deals page block
Documents page block
- +23 more
Finance read page block
hero page block
History by quarter page block
- +5 more
Key facts page block
Evidence trail page block
The story page block
Next step page block
Open tickets page block
Profile page block
Sources page block
Platform usage page block
Usage read page block

Computedmade 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

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

Evidence trail

Evidence trail

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