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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.
UDC manager
Manage UDC categories.

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.
  - 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.
    - Create and manage UDC classifications
      Details about UDC classifications.
    - Add UDC classifications
      Steps to add a UDC classification.
    - Edit UDC classifications
      Steps to edit a UDC classification.
    - Delete UDC classifications
      Steps to delete a UDC classification.
    - Assign a company UDC
      Steps to assign a company UDC.
    - Assign a program UDC
      Steps to assign a program UDC.
- 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.

UDC manager

Manage UDC categories.

Admin > Administration Console > Global Defaults > User Defined Categories (UDC) Manager

A User-Defined Category (UDC) allows business unit administrators and system administrators to categorize companies and programs according to meaningful criteria. By assigning categories, administrators can create subsets of companies and programs when defining portfolios or when establishing portfolio selection criteria. There are currently five company and five program categories. Administrators can assign up to 250 classifications to each category.

Users can:

Assign company UDCs in the User Defined Categories section on the Companies tab.
Assign program UDCs in the User Defined Categories section at the program layer level.
Use filter criteria to associate UDCs with, or exclude from, portfolios. UDCs only appear in a Filter Criteria list after an administrator has created them through the UDC Manager.
Sort and filter UDC by Company using new tools in the column header.