B-Glass
Bethan Lister

Data quality issue: project revenue records

Ticketclosed

Ashwell Mercer Interiors logo Ashwell Mercer Interiors · Data quality issue: project revenue records

Sunil Kapoor reported that project revenue totals in the brain did not match the finance system, blocking month-end close. Bethan Lister identified duplicate records from the finance connector and cleaned the data.

Priority high

What happened

What this says

As at Fri 9 Oct 2026

Sunil Kapoor reported that project revenue totals in the brain did not match the finance system, blocking month-end close. Bethan Lister identified duplicate records from the finance connector and cleaned the data.

Problem: Data quality issue where project records were duplicated from previous syncs, causing revenue totals to mismatch the finance system and blocking critical month-end reconciliation. Handling: Bethan audited the data, identified the connector was pulling all historical records instead of deltas, cleaned existing records, and adjusted the connector logic. High-priority ticket resolved in 5 days with 80-minute first response. Watch: Connector now pulling only new records; monitor for any recurrence of this pattern.

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

Details

Updated 9 Oct 26
Priorityhigh
Statusclosed
Categorydata_quality
Channelemail
First response (min)80
Helpdeskmade from

Trail

  1. Sunil Kapoor
    created · Sunil Kapoor 2 Jul 2025 11:39
    We've identified a data quality issue that's affecting our month-end close. Several of our project records are showing different revenue totals in the brain compared to what's in our finance system. This doesn't tie to the ledger at all. The amounts are quite far off in some cases. I need this reconciled urgently. We can't close the month without knowing which system has the right figures. Can you help identify what's causing this discrepancy? Is it a data sync issue, a transformation problem in one of the connectors, or something else?
  2. Bethan Lister
    Internal note · Bethan Lister 2 Jul 2025 12:32
    Pulled the project data from the brain export and compared with the latest finance system extract. Found duplicate records from the previous day's sync for at least three projects. The connector appears to be pulling all historical records again rather than just the delta. Needs investigation by Felix on the connector logic. Sunil needs the fix before month-end.
  3. Bethan Lister
    Public reply · Bethan Lister 2 Jul 2025 12:59
    Just so I've got this right, you're seeing project revenue totals in the brain that don't match your finance system, and it's blocking month-end. I've picked this up and done a quick audit of the data. The issue is in how the finance connector is pulling records: it's bringing through duplicates from previous syncs. I've cleaned up the brain records for today and adjusted the connector to pull only new records. Can you re-run a quick check on those three projects and tell me if the figures line up now? Thanks, Bethan
  4. Bethan Lister
    Status change · Bethan Lister 7 Jul 2025 10:50
  5. Status change · 11 Jul 2025 23:59
Helpdeskmade from

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

Help & Support

Open as a page

Help & Support

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

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.

What the data covers

DataRecords
Organisations225
People at customers862
BG-Demo staff records (in post and leavers)58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

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.

Who to contact

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.

Help

Ask B

B-Glass · read-only