Testing duplicate customer deduplication

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Harcastle Environmental · Testing duplicate customer deduplication

Imran requests test environment to preview deduplication results for 300 customer pairs before full rollout. Olivia confirms this is the right approach and will check technical feasibility.

Priority normal

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What happened

What this says

As at Fri 9 Oct 2026

Imran requests test environment to preview deduplication results for 300 customer pairs before full rollout. Olivia confirms this is the right approach and will check technical feasibility.

Problem: Imran wants to validate the matching logic on a subset of records before applying to all 300 pairs. Concerns include ensuring correct matches and preserving historical data.

Handling: Olivia confirms the testing approach is sound and commits to checking whether a sandbox preview or test run is possible with the technical team.

Watch: First response of 6.9 hours is slow for a technical request. Validate that preview tooling was delivered and test results signed off before full deduplication runs.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categorydata_quality

Channelweb

First response (min)412

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created · Imran Hussain 1 Jun 2026 12:24
I'm following up on the duplicate customer issue we reported earlier. We've identified the root cause - Tolmere's customer numbering scheme doesn't match ours, so the brain is treating them as separate records. Before we proceed with deduplicating around three hundred customer pairs, I'd like to review the matching logic to make sure we're consolidating the right records. Can we run a test to preview what the results would look like? My concern is that we want to be certain we're matching on the right criteria and not accidentally merging unrelated customers or losing any historical data. Once I've reviewed it, I can sign off on the full deduplication. Thanks, Imran
Public reply · Olivia Grant 1 Jun 2026 19:16
Hi Imran, Thanks for the details. Just to confirm I'm on the right track: you want to test the deduplication logic on a subset of records before we apply it across all three hundred pairs? That's definitely the right approach. Let me check with our technical team to see if we can generate a preview or run a test in a sandbox environment. I'll get back to you with what's possible. Olivia
Status change · Olivia Grant 9 Jun 2026 13:57
Status change · 13 Jun 2026 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Glass 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 site 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 B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	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 AI 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.

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

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Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

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