Whitespace Platform 4+

PLEASE NOTE!:
As of Version 3.1 of the Whitespace Platform App, we are no longer able to include support for iOS v16. From this release onwards, the Whitespace App requires iOS v17 to run.

New Features
Defined Data View lets you Access Tagged Contract Data
• Defined Data View lets you examine all of a contract’s tagged data.
• You can easily edit the values of data fields.
• For now, Defined Data View excludes tables and cross-reference tags.

Brokers can Share Facility Agreements with Other Broker Teams
• Users with permission flags can share facilities and off-platform facilities (“master facilities”) with other teams as “shared facilities", including endorsements and attachments.
• Declarations aren’t visible to other teams.
• New attachments and endorsements on the master facility can be shared when they are completed. Mid-Term Participant Change endorsements that change the master facility panel also change the shared facilities panels.

CDR Tag Names are now Available
• Tag names for a contract can be set to the CDR tag set.
• Whitespace’s tag set has been mapped one-to-one with the CDR, except for ‘CDR-2580: (Re)Insurer Written Share Currency’, as Whitespace lines are percentages, not values.

Default Text Size can be Set at Contract or Organisation Level
• The settings change the default font size of newly-written/pasted text.
• Existing text in a contract/template is not updated, to preserve current layout.

Brokers can Export Verticalised Contracts as one PDF
• In addition to the current option of exporting vertical terms as separate documents, you can now include them as pages appended to the contract.
• The option to export vertical terms as part of the contract is set in the Export screen.
• You can also still choose to export without vertical terms being included either way.

Brokers can Mark Facility Agreements as Expired or Inactive
• Expired facilities are hidden by default, have a clear label, and brokers have to accept a warning before showing a declaration to them.
• Off-platform facilities can be set inactive. The inactive facilities are hidden, and cannot be shown to.
• Expired statuses can be revoked if necessary.

Enhancements
• Contract heading title text can be set to invisible. This greatly increases formatting and display options for your contracts.
• The bold font in PDFs has been increased in weight.
• Brokers can also share attachments when they send a contract correction.
• Web addresses and other hyperlinks are now clickable in the platform.
• Endorsements can be tagged with the change in premium.
• The list of Internal Reviewers has been alphabetised, making selection easier.
• Blank stamp updates can’t be sent.

Outstanding Issues
The following issues will be resolved in a future platform release:
• After showing a contract to an underwriter who has then written their line, if the Broker sends a Line Removal request the Signing button remains visible and is clickable, even after the line has been removed.
• The Internal Chat system for shared facilities looks as if it is possible to message the team which created the master facility. It’s not true. These messages are never actually sent, as the Internal Chat system doesn’t work this way.