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Changelog

Release notes and version history for Rankiteo Underwriter

v1.0.2March 31, 2026

Version 1.0.2

Offline Mode & AI Copilot

Offline Mode

  • SQLite local database for offline persistence — create, edit, score, and delete custom companies without internet
  • Background sync engine with automatic retry — all offline changes push to the server when reconnected
  • Smart API response cache for faster loading and offline fallback
  • Portfolio page shows offline-created companies with 'pending sync' indicator
  • Offline banner with pending sync count and 'Sync now' button
  • Auto-refresh on reconnect — portfolio and data reload automatically when internet returns (10s polling)

AI Copilot

  • Floating AI Copilot panel (bottom-right) with chat interface and streaming token display
  • Supports both local LLM (Phi-3 Mini GGUF) and external providers (ChatGPT, Claude, DeepSeek)
  • Portfolio Q&A — ask questions about your portfolio in natural language ('What is my industry concentration?')
  • Quick actions: Risk Summary, Weak Scores, Concentration analysis
  • Real-time context injection — API responses are captured as you browse and fed to the LLM automatically
  • AI token counter in sidebar showing context size and session usage
  • Clear conversation button to reset chat history
  • Provider badge shows active LLM (Claude, ChatGPT, DeepSeek, Local, Disabled)
  • Status updates instantly when provider is changed — no restart needed

AI Auto-Fill for Custom Company

  • Upload up to 30 PDF broker submissions for automatic data extraction
  • Paste text mode for emails, proposals, and application forms
  • Full PDF text extraction via pdfjs-dist (digital PDFs, all pages)
  • 8-step schema mapping with field descriptions, enum values, and example output
  • Token estimation display before sending (content + prompt + total)
  • Works with all configured LLM providers (local and external)
  • Auto-populates all wizard steps: company profile, infrastructure, security controls, compliance, data handling, incidents

First-Launch Setup Wizard

  • 4-step guided setup: Offline Mode → AI Copilot → AI Provider → Installation
  • Progress bar with step indicators and animated transitions
  • Offline Mode step explains SQLite, Auto Sync, and API Cache with feature cards
  • AI Copilot step explains Portfolio Q&A, Document Auto-Fill, and Underwriting Reports
  • AI Provider selection: Local Model vs External LLM with SVG logos for OpenAI, Claude, DeepSeek
  • API key input with 'Load Models' button that fetches available models from the provider API
  • Model selector dropdown populated from the provider's model list
  • Rankiteo icon in wizard header (loaded from resources)
  • Maximize/restore and close buttons for window control
  • Real AI model download from HuggingFace (Phi-3 Mini 4K Instruct Q4_K_M, 2.3 GB)

Settings Menu

  • File → Offline Mode: enable/disable offline with status display (DB ready, pending sync count)
  • File → AI Copilot: configure/change/disable AI provider with model selection
  • Tabbed settings modal with Offline Mode and AI Copilot tabs
  • Enable/Disable buttons with confirmation dialogs
  • Changes apply immediately — copilot, banner, and sidebar update without restart
  • API key stored locally in encrypted SQLite database

Performance & Packaging

  • Installer reduced from 381 MB to 82 MB — heavy AI deps (node-llama-cpp GPU binaries) filtered by platform
  • node-llama-cpp bundled for Windows CPU only (78 MB vs 712 MB for all platforms)
  • pdfjs-dist, tesseract.js moved to on-demand download to keep installer small
  • ESM module compatibility for node-llama-cpp via dynamic import() workaround
  • Fresh context per LLM request — no more 'No sequences left' errors on consecutive queries
  • 8192 token context window for local model (doubled from 4096)
v1.0.0March 28, 2026

Version 1.0.0

Initial Release

Core Features

  • Split-view dashboard, Portfolio and Companies side by side with draggable divider
  • Premium estimation across 21 coverage lines with AI-generated underwriting summary
  • Catastrophe modeling with stress-test scenarios (cloud outage, ransomware, supply chain attack)
  • Submission triage with ACCEPT / REVIEW / DECLINE decisions and confidence scoring
  • Interactive supply chain graph with company logos, score overlays, and multi-depth mapping
  • Portfolio management with score tracking, tags, notes, and CSV export
  • Industry benchmarks and benchmark reports with peer comparison
  • Accumulation risk heatmaps and concentration analysis
  • Loss exceedance curves with Monte Carlo simulation
  • Claims correlation analytics
  • MCP AI tools: company risk summary, side-by-side comparison, exposure check
  • Lead generation with email drafting and LinkedIn outreach

Desktop Experience

  • Native Windows, macOS, and Linux application
  • Split-view panels with maximize/restore and page selector dropdowns
  • Collapsible sidebar with pin favorites (right-click to pin/unpin)
  • Dark mode support (Light / Dark / System, follows OS preference)
  • Global search with Ctrl+K spotlight (searches pages and companies)
  • Breadcrumb navigation with back/forward buttons
  • Print and PDF export from any page
  • Drag & drop CSV import to bulk-add companies to portfolio
  • System tray with quick-access menu and minimize-to-tray
  • Session persistence, remembers window position, size, and maximized state
  • Keyboard shortcuts: Ctrl+1/2/3 navigation, Ctrl+D dashboard, Ctrl+P print, Ctrl+Shift+R reinitialize
  • Native notifications for session timeout and tray events

Security & Access

  • Secure authentication via Rankiteo website (browser-based login flow)
  • Plan-based feature gating (Basic / Pro / Expert) with upgrade prompts
  • Guest demo mode with full feature preview using sample data
  • Encrypted token storage via OS-level secure storage
  • Session timeout detection with automatic re-login prompt

Installer

  • Windows NSIS installer with license agreement, directory selection, and auto-launch option
  • macOS DMG with Intel and Apple Silicon support
  • Linux AppImage for Ubuntu, Fedora, and Debian
  • Desktop and Start Menu shortcuts
  • Launch at Windows startup (optional, togglable from File menu)
  • Clean uninstall with registry cleanup