Whitespace Platform 4+

New Features
• Brokers can enforce the use of approved stamps as part of the ‘Approved (Re)Insurers’ system
• The ‘Approved (Re)Insurers’ functionality now includes control over stamps used on a contract.
• Admins can assign approved stamps to user teams.
• Underwriters cannot use unapproved stamps when writing a line for that broker.

• Templates and editable contracts can be assigned mandatory data tags that must be completed
• Template Managers can create mandatory tag sets and assign them to new and existing templates using the browser version of the Platform.
• Brokers can also assign a tag set to editable contracts using the browser version of the Platform.
• A contract with unfilled mandatory tags cannot be shown as a firm order.

• Section heading titles can be hidden in exported documents
• Individual Section Headings can be hidden in PDF and Word exports.
• Alongside earlier systems to hide contract heading titles, users now have full flexibility regarding the appearance of exported contracts.

• Tagged dates can be displayed in US date format
• Contracts can now use the US format of Month DD YYYY as well as the international DD Month YYYY format.
• This option can be set at the organisation, template, or individual contract level.
• Underwriters see contracts using the date format specified by the broker.

• Tagged data associated with a deleted section is clearly labelled and easy to reset
• Deleting a section from a contract doesn’t delete its section ID from linked groups/‘pages’ of data tags.
• Generally, that link is left ‘orphaned’, not representing any actual section in the contract.
• Orphaned data pages are now clearly shown and can be easily linked to a real section.

Enhancements
• When a subjectivity requirement is satisfied, the red warning icon is removed.
• The line percentages and stamps on the parent facility agreement have been removed from the information displayed on declaration contracts, making them easier to read.
• Underwriters see groups (or ‘pages’) of data tags that fall into three categories – pages linked to sections they have been shown, pages associated with sections they have not been shown, and pages associated with the contract as a whole.
• To clearly highlight the difference between the latter two types of page, pages expressly associated with sections an underwriter has not been shown – including orphaned data pages – are now clearly identified by a new “Unshown Section” label.