Templates

Templates enable you to save analysis options so that you do not have to reselect a complex configuration each time you configure and run an analysis. You can use templates across projects. You can create, delete, copy (Save As), and update templates. In some cases, you can also import and export templates.

Read about role permissions before you proceed to manage templates.

Usage notes

•       Analysis configuration panes include a Template list in the upper right corner. You can use the default template or select a different template.

•       Templates are available only in the business unit in which they were created.

•       Deleting templates does not affect any previously run analyses. The settings for the analyses are stored in the results.

•       You can import and export templates via different formats depending on the type of template: text (CSV), XML, and LMTF.

•       The Object Manager validates the templates when you create them, ensuring that the rules in a template do not collide with one another as a result of duplication, overlapping perils, event parameter ranges, LOBs, and coverages.

•       You can configure the Loss Widget template and the Hazard Widget template to specify the default display for the Loss Results and Hazard tiles that are used in the Contract Summary view in Underwriting Contract mode. You must have the appropriate analysis license in Underwriting Contract mode to use this feature.

Related topics

•       Role Permissions

•       Business unit management

•       Loss Widget template

•       Hazard Widget template

•       Underwriting Contract Mode