Duplicate client records

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Brindlecote Insurance Brokers: documents · Duplicate client records

Ed reported duplicate client records with name variations from a CRM connector config change affecting queries. Bethan identified root cause and offered to guide merge process via call.

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Current to 11 Oct 26

Ed reported duplicate client records with name variations from a CRM connector config change affecting queries. Bethan identified root cause and offered to guide merge process via call.

Problem: a CRM connector configuration change introduced duplicate client records with slight name variations, degrading query accuracy. Handling: Bethan identified the root cause and offered a guided call to walk through record merging. First response took 544 minutes. Watch: this is the second data quality issue from Brindlecote (see tkt_011_0012). The pattern of duplicates and connector issues suggests deeper data hygiene problems or configuration instability. Customer's work is blocked by stale, inaccurate data.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categorydata_quality

Channelweb

First response (min)544

CSAT5

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created · Ed Duckworth 20 Feb 2025 14:29
We're seeing duplicate client records in the brain. Some clients appear twice with slight variations in their names. This is affecting our queries.
public_reply · Bethan Lister 20 Feb 2025 23:33
Hi Ed, I've looked at your data. The duplicates came from a recent sync where a CRM connector had a config change. I can help you merge these records. Are you free for a quick call to walk through it?
status_change · Bethan Lister 26 Feb 2025 11:27
status_change · 2 Mar 2025 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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B-Brain 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 brain 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 Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain 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.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

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Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

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