Adding an Exposure View to a Project

After you create a project, you can add one or more exposure views, which identify the data that you want to focus on. Adding an exposure view involves selecting one or more exposure sets, optionally creating a filter, specifying currency and rate information, and naming the exposure view.

To add an exposure view:

1.     Open the project.

2.     On the All Exposure Views tab, click New and select Create New Exposure View.

The Create New Exposure View pane displays the exposure sets in the available databases on the current server.

3.     Optionally, filter the list using the row below the header row.

For example, you can filter the list to include only exposure sets with Commercial Wind in the name.

4.     Select the check box next to each exposure set to include in the new exposure view.

You can select exposure sets from different databases.

5.     Optionally, create a complex filter in the Filters area.

For example, you can filter the exposure sets by country and peril.

You can export the filter.

6.     Select the currency and exchange rate table to use for the exposure view.

The currency that you select does not change the currency of the underlying exposure data. Touchstone includes the currency in the Exposure Summary log file.

7.     Enter a name for the exposure view.

You can create a separate view for each exposure set that you select.

8.     Leave the default setting for the Auto-generate exposure summary option (recommended).

When this option is selected, the exposure view includes an exposure map and tables along with the contract and location lists and location details. If you deselect the option, the exposure view includes only the contract and location lists and location details. Additionally, the list of exposure views does not include contract and location count information.

9.     Click Create.

Touchstone initiates the creation of the exposure view and three links appear in the lower right corner of the pane: Exposure Summary, Contract List, and Activity Monitor. You can monitor the status of the job in the Activity Monitor.

10.  In the navigation pane, under Project Data, select Exposure Views.

The grid includes the new exposure view. If the contract and location counts are "0", click the Refresh icon on the grid toolbar to update the display.

 


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Touchstone 7.0 Updated September 03, 2020