Changelog
What has shipped
Newest first. Everything listed here is live.
- 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.
- Governance
No database function can be called without signing in
Tightened database permissions so every governed function requires a signed-in session.
- 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.
- 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.
- Product
Inbox
One feed of what the other side and the assistants did across every placement you are in.
- 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.
- Product
The book
Hit rate, time to bind, premium on risk by currency, counterparty response times, and a list of what has stalled.
- 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.
- 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.
- Governance
Binding authority and firm membership
Binding authority is granted per placement and cannot be self-granted. Colleagues join your firm by invitation.
- 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.
- 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.
- Product
Term negotiation and subjectivities
Propose, counter and accept terms with the other side. Conditions are released only by the firm that imposed them.
- 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.
- 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.
- Governance
Edit before approving
Adjust an assistant’s draft before approving it. The original and your change are both kept on the record.
- 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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