Premium exposure totals not reconciling to CRM
Ticketclosed
Fenmoor Specialty Underwriting: documents · Premium exposure totals not reconciling to CRM
Premium Exposure dashboard aggregating incorrectly: submissions with multiple linked claims counted once per claim instead of once per submission. Imogen Hartley identified bug by comparing exported data to CRM records. Fix deployed 19 Aug 2026.
What happened
What this says
Current to 10 Oct 26Premium Exposure dashboard aggregating incorrectly: submissions with multiple linked claims counted once per claim instead of once per submission. Imogen Hartley identified bug by comparing exported data to CRM records. Fix deployed 19 Aug 2026.
Problem: The Premium Exposure dashboard summary layer was counting submissions with multiple linked claims once per claim rather than deduplicating at submission level, causing month-end reporting totals to exceed CRM figures. This broke Fenmoor's capacity provider validation process.
Handling: Imogen Hartley isolated the bug by exporting sample bordereaux and comparing line-by-line to CRM. Bethan Lister and the data team reproduced it, identified the deduplication error, and deployed a fix to production by 19 Aug 2026. First response was 112 minutes.
Details
Updated 9 Oct 26Trail
created · Imogen Hartley 13 Aug 2026 13:12We've spotted an issue in the Premium Exposure dashboard that's breaking our month-end reporting for capacity providers. When we run the query for August underwriting against our bordereaux, the totals don't match what we're pulling from the CRM. The underlying submissions are there and correct, but the sums in the dashboard are running consistently higher across the board. I've had my team check the source data and it's clean on their end. The real question is whether something has shifted in how the brain is aggregating across submissions and linked claims. We need this right because the capacity providers validate against these numbers week to week. Can you take a look?- public_reply · Bethan Lister 13 Aug 2026 15:04Just so I've got this right – the premium totals in the dashboard are running higher than what you're seeing in the CRM, and this is specific to August submissions? Can you try exporting the raw data from the brain for one of those submissions and comparing it line-by-line with your CRM? That'll help me see if it's a calculation issue in the dashboard or something in the underlying data. Let me know what you find. Thanks, Bethan
- public_reply · Imogen Hartley 14 Aug 2026 12:12Done – I've exported a sample of five August bordereaux and compared them with the CRM. The detail rows are correct; the summary is wrong. The brain is counting some submissions twice. Submissions with multiple linked claims are being aggregated once per claim instead of once per submission. This has to be fixed by end of week or it breaks our month-end reporting. Can you escalate internally? Best, Imogen
- public_reply · Bethan Lister 18 Aug 2026 15:47I've picked this up with the data team and reproduced it. The summary layer is counting linked claims incorrectly – a submission with multiple open claims is being weighted once per claim rather than deduplicated at submission level. That's the bug. We've got a fix in test and should be live by end of day tomorrow. I'll let you know the moment it's deployed so you can run your August report again. Thanks, Bethan
- public_reply · Imogen Hartley 19 Aug 2026 12:18Brilliant, thank you. I'll stand by for the notification and test as soon as it's live. Best, Imogen
- status_change · 23 Aug 2026 23:59