Setting Underwriting Defaults

Before underwriters import data and perform analyses on contracts in Underwriting Contract Mode, system administrators set up underwriting defaults to use in Touchstone such as the databases and default settings for the different underwriting analysis types.

Procedure

To set underwriting defaults:

  1. Open the Administration Console.
  2. In the navigation pane, click Global Defaults.
  3. Click Underwriting Defaults.
  4. Specify the underwriting default settings.
  5. Cick Save.