Aggregate portfolio analysis template

This template enables you to specify default settings for an aggregate portfolio analysis.

Admin > Administration Console > Object Management > Aggregate Portfolio Analysis Template

The application includes a default template, the "Verisk Default Aggregate Analysis Template for Portfolio".

To use this template or create new templates, you must have the appropriate license.

Field

Description

Common buttons

Use these buttons (when applicable) and the parameters below to manipulate templates.

Name

The name of the selected template.

Description

A brief description of the selected template.

Created

The date on which the selected template was created and the name of the user who created it.

Modified

The date on which the template was last modified and the name of the user who last modified it.

Portfolio Filter

Enables you to filter the portfolio by in-force date.

Template definition area

The default settings for aggregate program analyses.

You cannot set defaults in a template for every setting that is available.