Guide to currency settings

Touchstone Re contains several currency fields.

The following table provides information on how these fields are used, what they affect, and if they are saved to the database. Default currency settings are established in:

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

  • Admin > Administration Console > Object Management > Aggregagate Portfolio Analysis Template

  • Admin > Administration Console > Object Management > Aggregagate Program Analysis Template

Only Business Unit Administrators and System Administrators can manage these settings.

Field

Location

Description

Currency Rate Table

Program Details

Currency Rate Settings

Currency rates to apply to a program's treaty terms.

Save Terms in

Program Details

Currency to save to database with program terms.

Display Terms in

Program Details

Currency to display in user interface for program terms.

Display Defaults

Currency Rate Settings

Determines country currency, currency rate table, and currency units to display in the user interface when setting up companies, programs, portfolios, and zones.

Analysis Defaults

Currency Rate Settings

Determines country currency, currency rate table, and currency units to display for analysis results.

Base Currency

Currency Rate Settings

Currency

Company Loss Set Manager: Model Info

Currency associated with the model.

Display Currency

Company Loss Set Manager: Loss Info

Assign temporary currency settings (currency, currency rate table, units) to the model and then generate summary to view loss information in a particular currency.

Display Currency

(Company) Loss Results pane

Portfolio Loss Results

Assign temporary currency settings (currency, currency rate table, units) to update loss results.

Currency

Portfolio Details

Display currency is included in both the Master Portfolio list and the filtered list.

Currency

Verisk ExportExpress (when applicable)

Currency to export with the data.

Currency

Currency Rate Table

ImportExpress (when applicable)

Indicates currency associated with the exposure data.

Assign a temporary currency rate table.

Currency

Combine CLFs

Displays currency associated with the CLF file. Click to filter files by currency type.

Currency Rate

Analysis Management

Assign temporary currency settings to use for this analysis. Click for a full suite of currency option settings.