Duplicate client records in the brain

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Delancey Haig: documents · Duplicate client records in the brain

Duplicate records appeared due to inconsistent naming (capitalization) in CRM. Support de-duplicated on brain side while customer committed to CRM cleanup.

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What happened

What this says

Current to 11 Oct 26

Duplicate records appeared due to inconsistent naming (capitalization) in CRM. Support de-duplicated on brain side while customer committed to CRM cleanup.

Problem: Directors noticed duplicate client records due to inconsistent naming in CRM (capital/lowercase variants). Handling: Support diagnosed root cause in source data and offered de-duplication on the brain side while customer handled CRM cleanup separately. This collaborative approach respected responsibility boundaries and resolved the customer-facing issue. Watch: Data quality dependencies are tight; CRM inconsistencies become visible immediately in the brain.

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)152

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public_reply · Holly Tranter 25 Apr 2025 11:58
One of our directors noticed some duplicate client records in the system this morning. Can we look into this?
created · Holly Tranter 25 Apr 2025 16:08
We've noticed some duplicate client records appearing in the brain, the same company is showing up twice in the client list with slightly different names (one capitalised, one lowercase). This is causing confusion for the directors. When did this start, and is there a way to clean it up?
public_reply · Olivia Grant 25 Apr 2025 18:40
Hi Holly, Thanks for flagging this. Can you give me a few specific examples, what are the duplicate names you're seeing? And how many duplicates are in the system? I'll check your CRM sync to see if this is coming from the source data. Cheers, Olivia
public_reply · Olivia Grant 28 Apr 2025 10:41
I've checked the CRM data and I can see what's happening. A few clients have inconsistent naming, sometimes capital letters, sometimes not. This is coming from your CRM, but I can de-duplicate them on the brain side so they show as single records. Would that help?
public_reply · Holly Tranter 28 Apr 2025 10:53
Yes please, go ahead with the de-duplication. We'll handle the CRM cleanup separately with our team.
status_change · Olivia Grant 1 May 2025 10:37
status_change · 5 May 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.

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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	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

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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