Data Update v101 (25th April 2025)

For the details of this data update, please read the Summary Notes (PDF).

Our up-to-date data dictionary can be found here. This contains a full list of Whitespace’s tags, Q&A, and reference data. 

 

Patch Release 3.1.5

For all the details, please read the Release Notes (PDF)

Patch Release 3.1.4

For all the details, please read the Release Notes (PDF)

Patch Release 3.1.3

For all the details, please read the Release Notes (PDF)

Patch Release 3.1.2

For all the details, please read the Release Notes (PDF)

Patch Release 3.1.1

For all the details, please read the Release Notes (PDF)

Release 3.1

In this latest major update to the platform we are introducing:

• PDF Preview shows how an exported contract will look with just one click.
• Defined Data View lets you immediately see / edit a contract's tagged data.
• The Contract Library and Contract Builder have been expanded, allowing bulk imports, deeper integration into the Whitespace Platform, and more.
• Facility agreements are easier for Brokers to manage, and can be shared between broker teams, expired, or set as inactive.

For all the details of this release, please read the Release Notes (PDF).

 

Patch Release 3.0.2

For all the details, please read the Release Notes (PDF)

Patch Release 3.0.1

For all the details, please read the Release Notes (PDF)

Release 3.0

In this latest major update to the platform we are introducing:

Questionnaires help brokers give useful data and details to underwriters that could otherwise be absent from contracts.

The Contract Library permits users to create a library of standard headings, clauses, and wordings for easy repeat use.

The Contract Builder lets brokers quickly build a contract/template from Library items and ensure it remains up to date.

For all the details, please read the Release Notes (PDF).

Related user guides:

• The Contract Library (PDF)
• Building a New Template or Contract from the Contract Library (PDF)
• Importing Layout Guides into the Contract Library (PDF)
• Working With References Titles and Names in the Library (PDF)
• Adding a Questionnaire to a Template (PDF)
• Whitespace Extended Data Guidance (PDF)

 

Release 2.20

In this latest major update to the platform we are introducing:

Template managers can now make templates available to multiple teams.

Brokers can select how visible underwriters’ stamps are to other underwriters on the same contract.

Add sections to an unsectioned Bindable Quote or shown firm order.

For all the details, please read the Release Notes (PDF).

Related user guides:

• Selecting Stamp Visibility Options when Showing a Contract (PDF)
• Managing Access to a Template for Multiple Teams (PDF)
• Cloning a Template Shared With Your Team (PDF)
• Sectioning a Shown Firm Order Contract or Bindable Quote (PDF)

 

Release 2.19

For all the details, please read the Release Notes (PDF).

Related user guides:

• Contract Corrections for Brokers (PDF)
• Adding the Contract Corrections Permission for Admins (PDF)
• Contract Corrections for Underwriters (PDF)
• Enhancements to Text Formatting (PDF)
• Locking Templates and Contracts (PDF)

Videos: If you would like to watch video guides for these new features (videos coming soon) and many more, please refer to our Support page and scroll down to the Videos section.

 

Patch Release 2.18.4

Release 2.18

For all the details, please read the Release Notes (PDF).

Related user guides:

• Removing a Written Line From a Firm Order (PDF)
• Appending Data to a Table (PDF)
• Correcting the Stamp for an Unsigned Written Line (PDF)
• Suggesting Stamps When Showing a Declaration (PDF)
• Using Multiple and Custom Mirror Stamps (PDF)

Videos: If you would like to watch video guides for these new features (videos coming soon) and many more, please refer to our Support page and scroll down to the Videos section.

 

Release 2.17

For all the details, please read the Release Notes (PDF).

Related user guides:

• Rolling Back a Signed Contract to a Firm Order (PDF)
• Using Defined Data to Section a MRC v3 Contract (PDF)
• Increasing Written Lines on Contracts Declared to a Facility (PDF)
• Getting Competitive Quotes for a Contract Declared to a Facility (PDF)

 

Release 2.16

Introducing the new Insert Content tool for 'drag and drop' functionality when creating and editing contracts, along with a new feature enabling brokers to export and import draft contracts and templates between teams and environments. 

For all the details, please read the Release Notes (PDF).

Related user guides:

• Copying Templates and Contracts to Other Teams with JSON Export-Upload (PDF)
• Dragging Contract Headings Between Contracts with the Insert Content Tool (PDF)

 

Release 2.15

This release introduces new functionality to support verticalised terms on declaration contracts and a new MRC v3 checking service to assist the production of MRC v3 compliant contracts.

For all the details, please read the Release Notes (PDF).

Related user guides:

• Showing Verticalised Terms to Underwriters on a Facility (PDF)
• Ensuring Data Compliance with the MRC v3 Tag Checker (PDF)
• Using Defined Data to Generate MRC v3 Subheading-Keyword Supplementary Documents (PDF)
• Working with Off-Platform Stamps (PDF)

 

Release 2.14

In this latest release the defined data tagging system has gained new functionality, in-line attachments can now optionally be exported at the start of a PDF rather than at the end, user-defined custom activities provide increased flexibility for integrated systems and more..

For all the details, please read the Release Notes (PDF).

Related user guides:

• Cross-Reference Data Tags (PDF)
• Defined Data Tagging System Enhancements (PDF)
• Renaming and Flowing Contract Section Cross-Headings (PDF)
• Specifying Authorised Brokers with the Approved Brokers System (PDF)

Release 2.13

This release sees the introduction of our new Broking Partners functionality designed to allow brokers from different organisations to share risks with each other. It also sees the introduction of a new mode for editing contracts, making bigger editing jobs easier and quicker to do. For all the details, please read the release notes.

Related user guides:

• Broking Partners here
• 'Edit All' mode for editing contracts here

Release 2.12

This release sees the introduction of enhanced stamps management for underwriters, enhanced template management for brokers, a new design to the Admin Portal and a new process for brokers presenting risks at quote and firm order. For all the details, please read the release notes

Related user guides:

• Changing a User's Template Manager Status here
• Managing Stamps on the Whitespace Platform here
• The New Whitespace Admin Portal here

Release 2.11

This release has many new features, mostly focused on the indicative quotes process. For all the details, please read the release notes

Related user guides:

• Merging Data With a Template here
• Expressing Non-Binding Interest With Indicative Quotes here
• Chatting to Members of the Same Broking Team here

Release 2.10

This release sees the introduction of many new features focused on the risk preparation process. For all the details, please read the release notes here

Related user guides:

• Inserting in-line images here
• Adding internal notes (brokers) here
• Applying red text here
• Duplicating a draft contract here
• Mapping custom contract headings to MRC headings here

Release 2.9

In this release we have brought in Bindable Quotes for brokers and underwriters, meaning subjectivity handling is managed further up the negotiation chain in the platform. 

There are also changes to the MI reports to support this new functionality as well as tracking defined data within contracts.  It is also now possible to lock entire contracts in one click as well as individual lines on a contract as per the original functionality. This applies to defined data tags as well as contract text.  

The user guides are here for contract locking, here for bindable quotes, and full release notes are here

Release 2.8

This release brings in the functionality to make changes to underwriting participants mid-term.

The full user guide is here and the release notes are here

Release 2.7.1

This release is aimed at brokers who wish to integrate with Whitespace. There have been significant enhancements to the stamp identifiers within the platform, enabling critical stamp detail to be read predicitably.

Full release notes are here.

Release 2.7

This release has several declaration functionality enhancements:

The full release notes are available here.

Release 2.6

This release has several great new features and several enhancements to existing features.

The headlines are: 

• Ability to print a copy of the side-by-side comparison (user guide here)
• Brokers can edit the declaration line of facility participants (user guide here)
• A greater range of formatting options are available (user guide here)

The full release notes are available here.

Release 2.5

This release has several new usability features as well as improving the data capabilities further:
You can now apply a greater range of defined data tags to ensure your contracts are both CDR compliant and GPM compatible.

Two new API calls give you access to the tagged data in a contract.
You can now compare any two contracts that are visible to you, including older contracts.
Brokers have better control over which stamps an underwriter sees on a verticalized contract.
The platform’s help panel has been expanded and improved.
The process of sending a risk to team members for secondary approval is now known as “Internal Review” and offers more options when choosing reviewers.

Full release notes are here. User Guides are here: sharing stamps on a verticalized contract, tagging data in a table, tagging data in a new placing data section

Release 2.4

This release brings in:
New effortless ‘Outline’ contracts which are lightweight risk records intended to hold the actual contract as an attachment, whilst still supporting the standard Whitespace Platform placing process.

(1) Brokers can choose how and when to share attachments with specific underwriters on a case-by-case basis. The user guide is here

(2) Attachments can be replaced, deleted (if not shared), linked to endorsements, and have their history viewed. The user guide is here to replace and delete attachments, and here for linking them to endorsements.

(3) When exporting a contract to PDF, attachments can be placed before the contract as well as after it. The user guide is here

(4) Brokers have the option of manually marking a quote as NTU (not taken up). The user guide is here

The full release notes are here

Release 2.3

In this release we’ve given platform administrators the ability to manage invites for their users to the platform, meaning they no longer need to request assistance from the Whitespace Support team...

The full release notes are here, and the user guide is here

Release 2.2.1

This release introduces the concept of “in-line attachments”. This means a broker can upload a pdf to a contract without digitising, reference it within the contract, and it be appended to the end of the contract.

The user guide for this is here and the release notes are here. There is also an instruction video here

Release 2.1.0

7th January brings our first release of 2022. This release is an update to our facilities functionality with the ability to section a facility as well as a declaration. There are also several small updates to other functionality, all detailed here in the release notes.

User guides are as follows:

Creating a sectioned facility

Showing a declaration to a sectioned facility

Showing a sectioned declaration to a sectioned facility

We also have a short video here

Release 2.0

We are delighted that the Whitespace platform has been updated to Release 2.0. This major update means that brokers and underwriters can tag key data items within a Whitespace contract unobtrusively, adding important structure which will enable more streamlined integration and enhance reporting capabilities.

The full release notes for this are here, along with a user guide. We also have videos on how to use the functionality for the browser and on iOS devices.

Release 1.6.4

In this release we give brokers the ability to correct the signings on a risk, and underwriters also have the ability to update a reference after signing too.

There are several other small updates to the platform, all detailed here in the release notes.
Please find the user guide for brokers to correct signings here and the ability to append pdf attachments to the main contract here

Release 1.6.3

This release sees the introduction of structured quoting for brokers and underwriters, and the introduction of button stamps as part of that process.
There is also the addition of a “download all” button for attachments as well as several other small improvements and bug fixes.

Please click here for the release notes

We have two user guides for this release. First is for the users on how to use the new functionality for quotes. The second is for admin users and how to set up the button stamps in the admin portal on the platform.

Release 1.6.1

This release is a follow up to the recent inbox redesign and has brought in a couple of additional UI features.

This release is on the browser only, and the full release notes are here

Release 1.6

This release brings a new style of inbox where our brokers and underwriters can navigate their way around the platform more quickly and see which risks need their attention more easily.

There are also updates to the endorsement functionality, with a new endorsement type and the ability to clone endorsements across sections.

We have quick videos to help navigate the new inbox for both browser and iOS versions.

The user guide for this is here and the full release notes are here.

Release 1.5.6

This release sees the introduction of optional contract authorisation functionality at a team level for both brokers and underwriters.

You can see the video for this here and the user guide for both users and platform administrators here.

The full release notes are here

Release 1.5.4
This release includes several small changes and fixes which will improve speed, accuracy and efficiency in the platform.

Please click here for the full release notes.

Release 1.5.2

This release contains:

Improved email notifications

The ability for a user to manage their own notification email address

Browser notifications

New inbox filters for pending firm orders and endorsements

The full release notes are available here

The user guide for inbox filters is here and the guide for browser notification visits are here

Release 1.5.1

This release brings the ability to specify the number of decimal places a risk is proportionally signed to the removal of the need for an iOS user to re-authenticate with their username and password

The full release notes are available here and the user guide for proportional signings is here

Release 1.5

This release sees the addition of: video calling within the platform on the browser the ability for one user to access multiple organisations via one login

The full release notes are available here

Release 1.4.6

This release includes:

Approved carrier lists - broker administrators can select markets to be connected to

Okta authentication services

"Add endorsement" button on the risk overview screen for brokers

Ability to delete an attachment if a risk hasn't yet been shown

Improved risk overview screen

Endorsements now remain unhidden on facility screen

Additional standard filters on the home screen

There are also over 20 additional small changes and fixes that have been included.

Please click here for the full release notes. The user guide for the approved carrier administration is here

Release 1.4.5

In this release we've added the ability to insert tables into a Whitespace contract.

Brokers and underwriters can add tables to contracts and endorsements by selecting the ‘Edit’ and ‘Insert Table’ buttons within a line item.

Tables can be copied from Excel spreadsheets and pasted directly into Whitespace.

New and existing tables can be edited directly in Whitespace.

New option to add multiple text boxes to improve text formatting with tables.

Please click here to view the user guide, and here for the release notes

Release 1.4.3

This release contains updates to our Verticals Functionality, with the main highlights being:

Enhancement to allow users to press and hold a line item on iOS to open an edit menu with options to edit text, create vertical terms or assign carriers.

Enhancement to Firm Orders which have already been shown to support the creation of new Vertical Terms on headings were not previously verticalised.

There are several other small enhancements and bug fixes to both browser and iOS versions of the platform which you can read in the full release notes available here

Release 1.4

This release contains our Verticals Functionality, and you can now:

In the browser, create Vertical Terms for any heading on an open market contract

Show a risk with Vertical Terms to different carriers

Ability to export the pdf with “as held on file” for the verticalized terms as well as differing Carrier specific exports.

Release notes are here

The user guide is here

Release 1.3

Functionality in this release:

Off-platform contracts

Off-platform carriers

Create contracts (first step towards contract builder)

Endorsement enhancements

Read-only users

MI report download

Improved notifications

Release notes are available here and user guides are available here

Release 1.3.1

A range of corrections and improvements have been made to the Browser and to the iOS App.

Release notes are available here

Release 1.3.2

This release made a few small improvements and fixes to the Browser.

Release notes are available here

Release 1.3.4

This release has some small functionality improvements:

The ability to pin risks at the top of the overview screen

Brokers can now create Templates within the platform that make cloning risks faster

Underwriter stamp description field

Dark mode in iOS

Release notes are here, and user guides are here

Release 1.3.5

This release contains some bug fixes on the iOS App.

Full release notes are here

Release 1.3.6
This release contains several bug fixes to both iOS and the Browser. iOS users will need to update the app.

Full details in the release notes here