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Introduction
Introduction to the Touchstone Re application.
Common workflows
Common workflows for the Touchstone Re application include favorite activities or most-used features.
Workflows: administration
Set global defaults
Steps to set global defaults in Touchstone Re.

Introduction
Introduction to the Touchstone Re application.
- What's new in Touchstone Re 2023 (11.0)
  This release of Touchstone Re includes new and enhanced features and models.
- Launch Touchstone Re
  How to launch the application.
- Quick introduction to the user interface
  Touchstone Re user interface.
- Common workflows
  Common workflows for the Touchstone Re application include favorite activities or most-used features.
  - Workflows: company
  - Workflows: portfolios
  - Workflows: administration
    - Add a User
      Steps to add a user to Touchstone Re.
    - Build a Model
      Steps to build a model in Touchstone Re.
    - Create a template
      Steps to create a template in Touchstone Re.
    - Create a zone
      Steps to define a zone in Touchstone Re.
    - Import ALERT event set
      Steps to import an ALERT event set into Touchstone Re.
    - Import currency rates
      Steps to import currency rates into Touchstone Re.
    - Set global defaults
      Steps to set global defaults in Touchstone Re.
  - Workflows: adjustments
- Data
  Overview of Touchstone Re data.
- Models
  Highlight of models used in Touchstone Re.
- User documentation
  Verisk's software, model, API, and database documentation and support material is available on the Client Portal.
- User interface basics
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.
Reference
Supporting information on various topics associated with Touchstone Re.

Set global defaults

Steps to set global defaults in Touchstone Re.

Admin > Administration Console > Global Defaults

keyref="k_help_tsre_ for Touchstone Re can be established for currency, user defined categories, programs, portfolios, and more. Only certain users have permission to change these settings.

Procedure

To view, set, or adjust global defaults:

Click the selection you wish to adjust:
- Currency Rate Settings
- Touchstone Re Defaults
- User Defined Categories Manager
When you are done with each selection, be sure to click Save to save any changes; click Reset to return to the default settings.
Click (top right corner) to close the Administration Console.