Reporting in BrokerStar

The term report­ing cov­ers all types of analy­ses, whether as a list or a graph­ic and regard­less of the for­mat.

In the fol­low­ing arti­cle, we explain how the report­ing sys­tem in Bro­ker­Star is struc­tured. We look at tech­ni­cal and licence-relat­ed aspects and show you the var­i­ous options.

1. the Bro­ker­Star report­ing sys­tem
2. stan­dard, indi­vid­ual and ad hoc reports
3. file for­mats
4. ser­vices

 

1. the Bro­ker­Star report­ing system

Bro­ker­Star uses a so-called Busi­ness Intel­li­gence (BI) tool, TIBCO Jasper­soft. This wide­ly used tech­nol­o­gy allows all infor­ma­tion from the data­base to be select­ed and out­put. Data can be rearranged and put into rela­tion as required. The data can also be com­bined with infor­ma­tion from oth­er exter­nal data sources.
 
2. stan­dard, indi­vid­ual and ad hoc reports
Bro­ker­Star dis­tin­guish­es between dif­fer­ent cat­e­gories from a licens­ing perspective:
Stan­dard reports are sta­t­ic analy­ses, i.e. dif­fer­ent lists that are deliv­ered to all cus­tomers as stan­dard in Bro­ker­Star as part of the scope of deliv­ery. These eval­u­a­tions can be graph­i­cal­ly cus­tomised for the bro­ker from 2022.
Indi­vid­ual reports are cus­tomised analy­ses that are pre­pared specif­i­cal­ly for the bro­ker at the customer’s request. They are not sup­plied as stan­dard to oth­er bro­kers and are sub­ject to a charge. This also includes dynam­ic reports.
Ad Hoc Reports are analy­ses that are usu­al­ly cre­at­ed by the bro­ker itself. This requires a cer­tain amount of exper­tise com­pa­ra­ble to the cre­ation of more com­plex Excel tables. Of course, ad hoc reports can also be cre­at­ed by WMC. Anoth­er ser­vice is the trans­fer of knowl­edge, e.g. in the form of train­ing. As TIBCO Jasper­soft is a stan­dard prod­uct, there are also var­i­ous train­ing options avail­able on the Inter­net or from third-par­ty providers.
 
3. file formats

Reports from Bro­ker­Star can be out­put in all avail­able file for­mats. The most impor­tant of these include PDF/A (legal­ly archiv­able, unal­ter­able PDF), Excel, Word, Pow­er­Point or HTML. The stan­dard reports are usu­al­ly out­put as PDFs. How­ev­er, there are also gener­ic Excel exports for fur­ther pro­cess­ing. For out­put as Word, there is the option of auto­mat­i­cal­ly con­vert­ing the PDF into a Word file.

Tech­ni­cal­ly speak­ing, TIBCO Jasper­soft offers five dif­fer­ent levels:
- Lev­el 1: Sta­t­ic reports using an embed­ded report library
- Lev­el 2: Guid­ed and dynam­ic reports with sim­ple inter­ac­tiv­i­ty, plan­ning, secu­ri­ty and auto­mat­ic distribution.
- Lev­el 3: High­ly inter­ac­tive reports and dash­boards using the report server
- Lev­el 4: Ad-hoc reports for self-ser­vice via a BI server
- Lev­el 5: Self-ser­vice data explo­ration against a data mart using a BI server
 

4. ser­vices
Includ­ed in the sub­scrip­tion:
- All stan­dard reports

Addi­tion­al ser­vices sub­ject to a charge
- Cus­tomised adap­ta­tions to stan­dard reports -> Indi­vid­ual reports
- Indi­vid­ual reports. Dash­boards, cock­pits, Ad Hoc Reports
- Train­ing

Licences
- All reports from lev­el 2 require the licens­ing of the MIS module

Jaspersoft 

PDF Document 

Analysis with BI 

PDF Document 

Five Levels 

PDF Document 

Standard reports 2025 

Link to the manual 
In progress 

Digital process partners

IG B2B
Bro­ker­Star was the first bro­ker soft­ware to exchange data via the DXP in 2014. All avail­able core process­es are sup­port­ed today. Bro­ker­Star is an impor­tant pio­neer and part­ner of IG B2B.
IG B2B.

Eco­Hub
The data exchange plat­form has been an inde­pen­dent AG since July 2022. WMC is the only soft­ware man­u­fac­tur­er among the share­hold­ers. A com­mit­ment to dig­i­tal­i­sa­tion and indus­try stan­dards.
myecohub.ch

Sobra­do
In addi­tion to ten­ders and bid com­par­isons, the trans­ac­tion plat­form also offers an AVB data­base, the man­date process and con­tract import and syn­chro­ni­sa­tion. An impor­tant addi­tion to dig­i­tal­i­sa­tion.
Sobra­do-Sync

Bro­ker­Web
Infor­ma­tion and doc­u­ments are exchanged with pol­i­cy­hold­ers via the cus­tomer por­tal. Many func­tions facil­i­tate data pro­tec­tion-com­pli­ant col­lab­o­ra­tion.
Bro­ker­Web

3C Pen­sion por­tal
Pen­sion, retire­ment, finan­cial and tax plan­ning in direct con­nec­tion with Bro­ker­Star. 3C is used by many insur­ers. Indis­pens­able with pri­vate clients.
3C pen­sion portal

One Bro­ker
The process for automat­ing invoic­es and incom­ing mail can be com­bined with Bro­ker­Star. The lat­est tech­nol­o­gy extracts data from dif­fer­ent Sources.
Five Infor­matik AG

3CX Tele­pho­ny
With this pop­u­lar tele­phone sys­tem, calls can be made direct­ly to and from Bro­ker­Star. In addi­tion to con­ve­nience and reli­a­bil­i­ty, the low costs are also impres­sive. 3CX is also avail­able as a vir­tu­al ser­vice.
Com­plete tele­pho­ny package

Mail syn­chro­ni­sa­tion
Cal­Dav / Car­Dav is a stan­dard for con­nect­ing to a mail sys­tem such as Out­look, Google and oth­ers. So that all infor­ma­tion is also stored in the Bro­ker­Star sys­tem.
Mail syn­chro­ni­sa­tion

brokerbusiness.ch
Sup­port for cus­tomer advice with intel­li­gent work­flows in con­junc­tion with Bro­ker­Star so that all impor­tant aspects are tak­en into account. Con­cen­trat­ed exper­tise for first-class advice.

Finan­cial account­ing inter­face
With the account­ing inter­face, account­ing-rel­e­vant trans­ac­tions can be trans­ferred direct­ly to Sage or Aba­cus programmes.

Sunet plus
The inter­face in the area of per­son­al insur­ance that reports claims direct­ly to insur­ers — via Bro­ker­Web — BrokerStar.

Lloyd’s Swiss Bro­ker / Frame­work agree­ments
The mod­ule allows the entire process for the cov­er­hold­er, from pol­i­cy issuance and invoic­ing to report­ing. The solu­tion is audit­ed by Lloyd’s. Policing/mass fac­tor­ing