Duplicate partner records in the brain

Ticketclosed

Marlstone Legal: documents · Duplicate partner records in the brain

Elliot Kirkby reported duplicate partner records with different names in Salesforce and call recordings. Bethan Lister explained duplicates originate in source systems. Elliot confirmed the customer cleaned Salesforce and expected refresh to resolve it.

Priority normal

made from

What happened

What this says

Current to 11 Oct 26

Elliot Kirkby reported duplicate partner records with different names in Salesforce and call recordings. Bethan Lister explained duplicates originate in source systems. Elliot confirmed the customer cleaned Salesforce and expected refresh to resolve it.

Problem: A key partner appeared twice with variant names across Salesforce and call data, making reports inconsistent.

Handling: Support identified the source was duplicated data in the customer's upstream systems (before the brain). Customer took action to clean Salesforce, expecting the next refresh cycle to resolve it.

Watch: Data quality depends on source system housekeeping. Monitor whether the refresh cleared the duplicates.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categorydata_quality

Channelemail

First response (min)150

CSAT2

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Trail

created · Elliot Kirkby 25 Mar 2026 17:09
We're seeing what looks like duplicate records for one of our key partners. Same partner name appearing twice with slightly different contact details. Creates confusion when running reports.
public_reply · Bethan Lister 25 Mar 2026 19:39
Thanks for flagging this. Duplicates usually come from the source systems before they reach the brain. Can you tell me which partner is duplicated and which systems they appear in, Salesforce, calls, or both?
public_reply · Elliot Kirkby 26 Mar 2026 10:57
It's coming from both Salesforce and the call recordings. The name is slightly different in each one. We've already cleaned it up in Salesforce, so the next refresh should reflect that.
status_change · Bethan Lister 10 Apr 2026 11:10
status_change · 14 Apr 2026 23:59

Helpdeskmade from

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

Help & Support

Open as a page

Help & Support

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.

Who to contact

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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