Knowledge

    Release planning

    Release 3.8 28.07.2025: Sta­tus planned in devel­op­ment Release 3.7 16.06.2025: Sta­tus definitive

    /brokerstar

    Release 3.8

    28.07.2025: Sta­tus planned

    in devel­op­ment

    • Revi­sion of the file manager
    • Absen­tee mail notification
    • Fix­ing the table head­ers in the overviews
    • Man­u­al col­umn width adjustable in the overviews

    Release 3.7

    16.06.2025: Sta­tus definitive

    in devel­op­ment

    • API v3 extension
    • Per­for­mance optimisations
    • Code opti­mi­sa­tions

    Release 3.6

    31.03.2025: Sta­tus definitive

    deliv­ered

    • Sobra­do BVG — Wage definition
    • Per­for­mance optimisations
    • Code opti­mi­sa­tions

    Release 3.5

    27.01.2025: Sta­tus definitive

    deliv­ered

    • Revi­sion of the file manager
    • Absen­tee mail notification
    • Fix­ing the table head­ers in the overviews
    • Man­u­al col­umn width adjustable in the overviews

    Release 3.6

    31.03.2025: Sta­tus definitive

    deliv­ered

    • Sobra­do BVG — Wage definition
    • Per­for­mance optimisations
    • Code opti­mi­sa­tions

    Release 3.5

    27.01.2025: Sta­tus definitive

    deliv­ered

    • Addi­tions to BrokerWeb
    • Code opti­mi­sa­tions
    • FIN­MA-Reports for Broker*
    • Deliv­ered sep­a­rate­ly 03/2025

    Release 3.4

    16.09.2024: Sta­tus definitive

    deliv­ered

    • Mass dele­tions via mass mutation
    • Group action for tasks, notes, appoint­ments (address­es, poli­cies, claims)
    • Old sta­tus­es are also updat­ed (address­es, policies)
    • A note is dis­played for delet­ed links
    • New fields for advanced search (time/performance)
    • Drop­downs can be select­ed with the Tab key
    • Mul­ti­ple selec­tion in drop­downs with CTRL
    • Dis­play units (time/power)
    • Actions in poli­cies rearranged
    • Glob­al bro­ker­age fees: sim­pli­fied handling
    • Inter­me­di­ary com­mis­sion now in sep­a­rate tab (Poli­cies)
    • New group actions in sev­er­al modules
    • Text box­es are enlarged dynamically
    • Cus­tomer logins can be export­ed, import­ed and edit­ed with Excel

    Release 3.3

    24.06.2024: Sta­tus definitive

    deliv­ered

    • Opti­mi­sa­tion of han­dling invoic­ing with automat. filing
    • Dynam­ic font size set­ting in the word processor
    • Expan­sion of the brokerbusiness.ch interface
    • Design change of the group action block
    • Overview of col­umn fix­a­tion of the menu and checkboxes

    08.04.2024: Sta­tus devinitiv

    deliv­ered

    • New improved release notes
    • Expan­sion of the brokerbusiness.ch interface
    • Change to the autho­ri­sa­tion man­age­ment in the file man­ag­er for mov­ing files and folders
    • New search field for pol­i­cy number
    • Arti­cle search in the order overview
    • all details under Knowl­edge Base

    Release 3.1

    12.02.2024: Sta­tus definitive

    deliv­ered

    • XML revi­sion, delete function
    • Syn­chro­ni­sa­tion of con­tract data with Sobra­do II
      Syn­chro­ni­sa­tion of con­tract data with Sobrado
    • New func­tions in address book and correspondence
    • New func­tions in pol­i­cy, prod­ucts and pre­mi­um calculation
    • Dam­age now mass muta­tion and fil­ter to BrokerWeb
    • File man­ag­er improvement
    • all details under Knowl­edge Base

    15.10.2023: Sta­tus definitive

    deliv­ered

    • Bro­ker­Star 3.0, com­plete­ly revised ver­sion with new functions
    • Release notes are dis­played in all languages
    • Update Sym­fony frame­work incl. entire pro­gramme stack
    • Mod­erni­sa­tion Design
    • Autho­ri­sa­tion sys­tem renewed -> per­for­mance gain
    • Renew­al of host­ing infrastructure
    • all details under Knowl­edge Base

    14.10.2022: Sta­tus definitive

    record­ed on 27 Octo­ber 2022

    • Bro­ker­Web cus­tomer por­tal com­plete­ly redeveloped
    • Update per cus­tomer indi­vid­u­al­ly as agreed

    Release 2.24

    14.09.2022: Sta­tus planned

    record­ed on 30 March 2023

    • Syn­chro­ni­sa­tion of con­tract data with Sobra­do I
    • Improve­ments in the File Manager
    • Mul­ti-fac­tor authentication
    • IG B2B core process­es V‑5.3 -> 5.4
    • Com­plete solu­tion for tele­pho­ny with BrokerStar

    Release 2.23

    30.03.2022: Sta­tus definitive

    record­ed on 29 March 2022

    • Report time expen­di­ture, bro­ker­age, prof­itabil­i­ty (delayed with 2.23.X)
    • Mail sender is also displayed
    • Mark/search com­pressed PDF
    • Con­nec­tion to 3CX tele­phone sys­tem for out­go­ing and incom­ing calls
    • Bro­ker­Web 2.2: Release 2.6 (deliv­ery 31.05. May 2022)
    • Show the address of the bro­ker oper­at­ing the por­tal in the foot­er- Enter/create a claim with­out login/policy- Cus­tomis­able news sec­tion on the home page- Pro­vide invoic­es to the end cus­tomer via the por­tal (trig­ger­ing noti­fi­ca­tion)- dis­play indus­tries with­out con­fig­ur­ing the Bro­ker­Web industries