Edit reinsurance programs and treaties

You can edit the description of a reinsurance program, and modify information about the treaties in the program.

Procedure

  1. Open a project.
  2. In the project's navigation pane, click Reinsurance and then click All Programs.
  3. To edit a program description:
    1. Click in the Description cell for the program whose description you want to modify
    2. Enter descriptive text.
    3. Click Enter.
  4. To modify information about the treaties in a program:
    1. Click a program name.
      The Treaty Information tab in the Reinsurance Program pane displays the list of treaties.
    2. [Optional] In the Target Exposure field, select one or more exposure views to associate with the reinsurance program.
      If the program includes a Surplus Share treaty, the Treaty ID field will be populated with IDs from the selected exposure views that include Surplus Share treaties; you will then be able to select an ID instead of typing it in. If you are creating any treaty other than a Surplus Share treaty, the Applies to LOB field will be populated with LOBs from any of the selected exposure views that include LOBs.
    3. Edit each treaty as needed.
      To change the inuring order (on the Treaty Information tab), click in each Inuring Order cell, enter the new number and press Enter.
      Note: If you enter an invalid number, Touchstone displays a red box around the cell and a yellow warning triangle on the associated tab.
  5. To fix any errors, move the pointer over the triangle to view the error message..
    For example, if you enter 999, the system warns you that the inuring order value must be between 1 and 99.
  6. When you have finished editing the treaties, do one of the following:
    • Click Save to save changes.
    • Click to discard changes and return to the Reinsurance Programs pane.
    The Save? dialog box prompts you to save the changes, not save the changes, or cancel the operation.
    Note: The Save icon is not enabled while the yellow warning tab appears on a tab. You must fix any errors before you can save the treaty information.