On May 30, we released new export functionality in Oortfolio. Oortfolio users can now export all of the data displayed in Litagion® Exposure view in addition to the data displayed in the Aggregate Exposure and Scenarios views.
Litagion Exposure data export
Oortfolio now allows users to export data from Litagion Exposure view along with data from the Aggregate Exposure and Scenarios views.
Using the new Export Reports interface (1), users can choose to export a "Litagion/Aggregate Exposure" report or an "Aggregate Exposure (A.E.) Policy Detail" report. Selecting Litagion/Aggregate Exposure will download an Excel workbook containing all of the data reported in both Litagion and Aggregate Exposure views. Three new tabs ("Policy Statistics," "Litagion Exposure," and "Litagion Exposure Policy") within the workbook report data from the Litagion Exposure view; data exported from the Aggregate Exposure view are presented in the same workbook tabs previously available to users.
Selecting A.E. Policy Detail will download a separate Excel workbook containing detailed policy-level information ("A.E. Policy Loss" and "A.E. Policy Litagion Contribution") related to aggregate portfolio exposures. Scenario data reports are still exported from within an individual scenario (2).
Revised report export workflow
Oortfolio automatically generates both the Litagion/Aggregate Exposure and A.E. Policy Detail reports when a portfolio is first uploaded to Oortfolio. Links to those reports can be found in Oortfolio's Reports table (3).
The Portfolio Created field indicates the date and time that the portfolio was first uploaded to Oortfolio (4). When a user makes and saves a change to a portfolio, the existing reports are overwritten with revised data. Links to the revised reports are found in the same location.
Larger reports are queued for processing. The status of the report generation process is indicated in the Status field (5).