Duplicate customer records, Tolmere integration follow-up

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Harcastle Environmental · Duplicate customer records, Tolmere integration follow-up

Imran reports duplicate customer records from Tolmere integration. Kate deploys matching rules based on customer number and address. Imran confirms consolidation works after testing.

Priority normal

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What happened

What this says

Current to 13 Oct 26

Imran reports duplicate customer records from Tolmere integration. Kate deploys matching rules based on customer number and address. Imran confirms consolidation works after testing.

Problem: The Tolmere integration created duplicate customer records because IDs didn't align with existing Harcastle records.

Handling: BB-Demo developed and deployed matching rules at the connector level using customer number and address. Imran tested the results and confirmed records merged correctly.

Outcome: Issue resolved; no further action needed.

AI · claude-haiku-4-5-20251001 · 13 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categorydata_quality

Channelemail

First response (min)68

CSAT5

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created · Imran Hussain 22 May 2026 08:57
Following up on the duplicate customer records from the Tolmere integration. We need a way to automatically consolidate the records so our team doesn't see duplicates in reporting. Can you advise on how to handle this?
public_reply · Kate Ormerod 22 May 2026 10:05
Hi Imran, Thanks for the follow-up. I can see Olivia's been working with you on the deduplication logic. Our platform team has developed the matching rules based on customer number and address. We'll be deploying the dedup rules to your connector later this week, which should consolidate those records. I'll let you know once it's live so you can verify. Cheers, Kate
public_reply · Imran Hussain 27 May 2026 13:49
Thanks Kate. The rules went live and I've tested the data. The duplicates are now merged correctly. Much better. Imran.
status_change · Kate Ormerod 1 Jun 2026 17:27
status_change · 5 Jun 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	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

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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