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Administration console
The Administration Console enables authorized users to manage a suite of administrative tasks.
Global defaults
Manage global defaults for the application.
Currency rate settings
Currency defaults and exchange rates are used when you generate exposure views, run analyses, and view results.
Import currency rate set
Currency rates can be imported as sets.
Export currency rate set
Administrators can export a currency exchange rate set to a CSV file.

Introduction
Introduction to the Touchstone Re application.
Companies
A company is unique entity in Touchstone Re.
Company data (exposures)
Companies are associated with exposure data.
Programs
A program is integral to a company and it's exposure data in Touchstone Re.
Portfolios
A portfolio is a group of treaties selected from across companies.
Import
Import exposure data from external sources into Verisk databases.
Export
Export exposure data, results, reports, and companies out of Touchstone Re.
Loss results
The Loss Results pane for a company lists all loss analyses that have been executed for the company.
Analysis
An analysis in Touchstone Re is a probabilistic analysis of your aggregated loss or exposure data.
Tools
Tools to manage Touchstone Re and its data.
Administration console
The Administration Console enables authorized users to manage a suite of administrative tasks.
- User administration
  User administration involves the management of users, roles, groups, and business units.
- Global defaults
  Manage global defaults for the application.
  - Currency rate settings
    Currency defaults and exchange rates are used when you generate exposure views, run analyses, and view results.
    - Application of currency rates
      Currency rates are used in various places in the application.
    - Import currency rate set
      Currency rates can be imported as sets.
      - Export currency rate set
        Administrators can export a currency exchange rate set to a CSV file.
      - Guide to currency settings
        Touchstone Re contains several currency fields.
  - Custom lines of business
    A custom line of business (LOB) is a country-specific, user-defined LOB that maps to an Verisk-supported LOB.
  - India crop cluster definitions
    Cluster definitions are used in conjunction with the India crop model when importing exposures and programs.
  - Touchstone Re default rates
    Touchstone Re uses user-specified default rates, where available, when there are no company exposure rates for a given region, peril, and year.
  - Touchstone Re defaults
    Various application defaults can be managed in this pane.
  - UDC manager
    Manage UDC categories.
- Event set management
  Your Touchstone Re installation includes event set files for each peril and region licensed by your company.
- Loss defaults
  Loss Defaults provides tools for administrators to set defaults for use when loss analyses are run.
- License management
  Tools to managing application licensing.
- HPC resource management
  HPC Resource Management provides tools to configure HPC (High Performance Computing) resources.
- Server administration
  Server administrators can perform a suite of tasks.
- Object management
  Administration of Touchstone Re templates, objects, zones, and adjustment factors.
Reference
Supporting information on various topics associated with Touchstone Re.

Export currency rate set

Administrators can export a currency exchange rate set to a CSV file.

Admin > Administration Console > Global Defaults > Currency Rate Settings >

If you export a set that you want to import into the same Touchstone Re client, you must change both the file name and the rate set name after you export the rate set.

Note:

If you do not change the rate set name, you will get an error when you try to import the rate set, even if you changed the file name.

Procedure

To export a currency exchange rate set:

Select the rate set to export and click .
Specify the export destination—destination path and file name.

The path must be a valid UNC path.
Click Export.

Results

If the file exists, Export Currency prompts you to decide whether to replace it. If the file does not exists, the export process continues. When the export has succeeded, a message displays information about the location of the exported rate set.

Next Steps

To edit the rate set name:

Browse to the location of the exported rate set.
Open the CSV file in a text editor—not in a spreadsheet application. On the first line, a comma separates the currency code and the rate set name.
Change the rate set name and then close the text editor.