How to export claims data for syndicates

Ticketsolved

Fenmoor Specialty Underwriting · How to export claims data for syndicates

Callum Reid asked how to query and export claims linked to a specific submission with status and reserve figures. Took 256 minutes to first response; ticket solved 7 Oct 2026 after customer confirmed the claims connector is connected.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Callum Reid asked how to query and export claims linked to a specific submission with status and reserve figures. Took 256 minutes to first response; ticket solved 7 Oct 2026 after customer confirmed the claims connector is connected.

Problem: Callum Reid wants to export claims data matched to submissions with status and reserves, currently built manually. He confirmed the claims system is connected on 28 Sep 2026 but needs help with the join query syntax.

Handling: Bethan Lister asked clarifying questions on 24 Sep 2026 to confirm the data sources and relationship type. Callum confirmed on 28 Sep 2026 that he needs guidance on the many-to-one relationship query.

Watch: Customer is asking for self-service analytics capability. Readiness to invest time in building queries shows opportunity to expand adoption and unlock value.

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

AImade from

Details

Updated 9 Oct 26

Prioritynormal

Statussolved

Categoryhow_to

Channelweb

First response (min)256

Helpdeskmade from

Trail

created · Callum Reid 24 Sep 2026 10:59
I need to export a list of claims on a given submission, with status and reserve figures, so I can send it to the syndicates. Right now I'm building those by hand from the claims system and our CRM. It's time-consuming and error-prone. Can the brain pull that together for me in one go?
Public reply · Bethan Lister 24 Sep 2026 15:15
Hi Callum, thanks for the question. Just to be clear – you want to pull claims from the claims system and link them to a specific submission, then export the status and reserve figures together? That way the syndicates get a single view of their exposure on that deal. Just need to check: is the claims system already connected as a connector in your brain?
Public reply · Callum Reid 28 Sep 2026 16:09
Yes, it's connected. The issue is I don't know how to build the query to match claims to the submission. It's a many-to-one relationship and the brain interface isn't obvious. Can you walk me through how to do it?
Status change · Bethan Lister 7 Oct 2026 14:47

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

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.

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