Changelog

What has shipped

Newest first. Everything listed here is live.

  1. Product

    Settings, firm roster and email notifications

    Manage your name and notifications, see who is at your firm and where they hold binding authority, and sign out of every device. The other side is emailed when you counter, quote, bind or file, and the email never includes the terms.

  2. Governance

    No database function can be called without signing in

    Tightened database permissions so every governed function requires a signed-in session.

  3. Product

    Signing down

    Quotes record the written line and bind orders the signed line. Markets can be signed down, never up, and premium pro-rates.

  4. Product

    Endorsements

    Endorse a bound policy mid-term. The broker asks, the market issues, and a correction is a further endorsement rather than an edit.

  5. Product

    Inbox

    One feed of what the other side and the assistants did across every placement you are in.

  6. Product

    Layered programmes

    Build a tower of layers, approach markets on each rung, and bind each layer to 100%. The placement is bound when every layer is.

  7. Product

    The book

    Hit rate, time to bind, premium on risk by currency, counterparty response times, and a list of what has stalled.

  8. Product

    Assistants read the whole negotiation

    Alex and Sam now see agreed terms, quotes, open conditions and the layer they are working on, and Sam no longer repeats an open flag.

  9. Governance

    The full audit trail in every placement

    The history tab loads the complete record on request, and a document can only point at its own placement’s files.

  10. Governance

    Binding authority and firm membership

    Binding authority is granted per placement and cannot be self-granted. Colleagues join your firm by invitation.

  11. Product

    Tabbed placements and one-file export

    Each placement is a tabbed workspace with a summary that stays on screen. Either firm can export the whole placement as one file.

  12. Product

    Placements, quotes and bind orders

    Approach several markets on one risk, each in its own room. Receive indications and firm quotes, place bind orders and receive binders.

  13. Product

    Term negotiation and subjectivities

    Propose, counter and accept terms with the other side. Conditions are released only by the firm that imposed them.

  14. Governance

    Assistants moved to Anthropic

    Submissions and both assistants run on Anthropic’s paid API, which does not train on your data. Each submission records which model read it.

  15. Product

    Email notifications and closing placements

    The other firm is emailed when an assistant drafts terms or raises a flag. Placements can be closed and reopened.

  16. Governance

    Edit before approving

    Adjust an assistant’s draft before approving it. The original and your change are both kept on the record.

  17. Product

    The placement room

    Upload a submission, invite the other side, let Alex draft and Sam flag, and decide each term with a full audit trail.

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