The core Touchstone® workflow consists of the following three major tasks:

1. Import and geocode exposure data (that is, a portfolio or contract).
2. Perform a detailed loss analysis.
3. Export loss analysis results and reports.

The goals and purposes differ between users of Portfolio Mode and users of Underwriting Contract Mode. Portfolio Mode users work with multiple contracts simultaneously and need a higher level of flexibility and customization to determine risk transfer and portfolio optimization possibilities. In contrast, Underwriting Mode users need to analyze a single contract at a time for efficient, streamlined risk selection and pricing. Consequently, the workflow for each of these modes has important differences. However, the core workflow tasks remain the same for both Touchstone modes.

For more information about the general and API-specific Touchstone workflows, see the following topics:

• Portfolio Mode Workflow
• Underwriting Contract Mode Workflow
• API Import/Analysis Workflow
• Asynchronous HPC Job Workflow