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Release planning

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

Release 3.2

 

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

Release 3.00

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

Bro­ker­Web 3.0

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