About the Touchstone Global Menu Bar

When you open Touchstone, the window includes a global menu bar and the application's Home page. The global menu bar includes the following functions:

Import

Exposure: Enables you to import the following types of exposure data into Touchstone:

•       Comma Separated Values (CSV)

•       EDM Format

•       ACORD Binding Authority

Map Layer: Enables you to import map layers from vector or raster files.

Project: Enables you to import a project that another Touchstone user previously exported and shared with you.

Reinsurance Package: Enables you to import a Reinsurance Submission Package (RSP).

Export

Exposure: Enables you to export the following items from Touchstone:

•       Exposure to CSV

•       UNICEDE®/2/Associate Exposure

•       Exposure to Database

Results: Enables you to export the results of analyses that you run in Touchstone.

•       Company Loss File (CLF)/Associate Loss File

•       Loss to CSV

•       Comparative Loss to CSV

•       Loss to Database

•       Loss to AnalyzeRe

•       Geospatial to CSV

•       Data Quality to CSV

•       Hazard to CSV

Reports: Enables you to export the following reports:

•       Risk Management Summary Reports

•       Florida Commission Reports

•       Cloud Usage Reports

Projects: Enables you to export data, such as exposure view definitions, associated with any project in your business unit.

Reinsurance Package: Enables you to export a package of reinsurance programs, all related to a Detailed Loss Analysis that was run.

Tools

Activity Monitor: Displays the Activity Monitor. You can also open the Activity Monitor by clicking on the far right of the global menu bar.

Data Source Manager: Enables you to manage Touchstone databases.

Admin

Administration Console: Enables authorized users to manage a suite of administrative tasks.

Help

Touchstone Help: Launches the Help system. You can also launch the Help system by clicking .

AIR Client Portal: Opens the Client Portal website where you have to log in.

Email Support: Provides an email link for support, and company contact information.

About Touchstone: Displays information about the application, terms, and conditions.

User Information

This pane displays the user name and email, user role, business unit, mode (Portfolio or Underwriting Contract), Touchstone Client information, and database information.