Currency Configuration
1. What is Currency Configuration?▸
Currency Configuration allows administrators to define the default currency and display format used across the What-If Platform.
2. Where is the configured currency used?▸
The selected currency is applied across:
- Scenario Reports
- Premium Displacement Reports
- Rate Comparison Reports
- Segment Analysis
- Portfolio Analytics
3. Can I change the currency after the platform is configured?▸
Yes. Administrators can update the currency configuration at any time. New reports and dashboards will use the updated settings.
4. Does changing the currency convert premium values?▸
No. Currency Configuration controls only the display format and currency label. It does not perform currency conversion or exchange-rate calculations.
5. What is Display Format?▸
Display Format controls how monetary values are presented, such as:
- $1,000.00
- USD 1,000.00
- 1,000.00 USD
The preview section displays how values will appear throughout the platform.
6. Will the currency setting affect existing reports?▸
The currency display format is applied consistently across reports and dashboards, ensuring all users view premium amounts in the configured format.
7. What does "Reset to Defaults" do?▸
Reset to Defaults restores the platform's default currency and display format settings.
8. Who can modify Currency Configuration?▸
Only users with administrative privileges can update currency settings for the platform.