Known Issue 143

EP Adjustments are ignored for treaties in dynamic portfolios if there are no Participations specified in the Portfolio Details pane.

Issue ID	143
Summary	EP Adjustments are ignored for treaties in dynamic portfolios if there are no Participations specified in the Portfolio Details pane.
Description	If a dynamic portfolio has no customized Participation settings for any treaty (meaning the Participation for each treaty comes from its definition in the Program pane), then any EP Adjustments are not applied even if the Analysis Options specify With or Program Specific for EP Adjustments.
Resolved in	Touchstone Re 12.0
Date posted	6/14/2024
Software versions affected	11.5, 11.0, 10.0, 9.0 8.0
Feature set	Loss Analysis - portfolio
Models
Potential for loss numbers impact	Yes – EP Adjustments are not applied when they would be expected.
Workaround	Use a static portfolio instead of a dynamic portfolio. Or, make a change to a Participation amount in the Portfolio Details pane for any of the treaties with EP Adjustments. This change can be for any of the Participations (Gross, Net, Part. 3, or Part. 4) and includes making a change, saving it, then changing it back to the original value and saving again. This only needs to be done to one treaty with EP Adjustments defined to apply for all treaties in the portfolio.