Transfer data between Touchstone and Touchstone Re

This topic summarizes our new services for exporting aggregate exposure information in Touchstone.

Clients export aggregate exposure information from Touchstone, including sums insured, risk count, and premium data, into a format that can be imported into Touchstone Re for further downstream analysis. The current workflow allows the user to export the aggregate information only via the Touchstone user interface (UI). Therefore, the exported data from the Touchstone UI requires manual intervention to feed into automated workflows. To address this gap in the data transfer process, we have implemented a more comprehensive workflow for the Data Export API.

Data transfer methods

This release supports transfer of data between Touchstone and Touchstone Re in the following two ways:

  • Export data from Touchstone as a UNICEDE/2 file and then import the UNICEDE/2 file into Touchstone Re.

  • Associate exposures in Touchstone to a company in Touchstone Re.

In addition, users can exclude the lines of business by country and include only exposures in a UNICEDE/2 file export operation.

Export aggregate loss information to a UNICEDE/2 file

Now users can export aggregate exposures to a UNICEDE/2 file and then import the UNICEDE/2 file into Touchstone Re for further analysis. We added a new SubmitExportUnicede2 method to enable you to export and share data outside Touchstone.

Associate exposures to a company in Touchstone Re

Now you can access aggregate exposures directly in Touchstone Re. We implemented a new SubmitAssociateExposureToCompany method to configure association between the Touchstone exposures and a company in Touchstone Re.

Retrieve UNICEDE/2 by lines of business (LOBs)

You can now exclude LOBs by country and select exposures to export to a UNICEDE/2 file. We implemented a new GetUnicede2LOBByCountry method for mapping the user-specified LOB by country.

Retrieve the custom LOBs

We implemented a new GetUserLineOfBusinessesByCountry method to fetch a list of custom LOBs by country. The retrieved list of custom LOBs contain the user-defined LOB for each country.