Export data between Touchstone and Touchstone Re

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

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.

Additionally, 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. You can subsequently import the UNICEDE/2 file into Touchstone Re if you license both the applications. The request class contains the following export options:

Table 1. Updated AIR.Services.DataExport.Api namespace
Property Type Description
ExportUnicede2Options ExportOptions <ExportOptions> (Required) Contains the object that specifies the destination, filters, and other characteristics of the exported aggregate data that you want to export to a UNICEDE/2 file
We implemented the ExportUnicede2Options sub-class to store export options such as the company data, the user-provided line of business, the source folder path containing the aggregate exposures to export, and the destination file path to which you want to export the aggregate exposure data. This class contains the following properties:
Table 2. Updated AIR.Services.DataExport.Data namespace
Property Type Description
CedingCompanyID String (Optional) Contains the unique sequential identifier for the ceding company seeking reinsurance
CedingCompanyName String

(Optional) Contains the name of the ceding company of the exposures you want to export

  • If CedingCompanyName is blank, then Touchstone inherits the exposure view name for the ceding company.

CLFAvailable

Boolean

  • False (Default)

  • True

(Optional) Indicates whether a company loss file is included in the export job
Comments String (Optional) The user-specified comments for the export job.
CoversAllAreas

Boolean

  • False (Default)

  • True

(Optional) Indicates whether Touchstone covers all areas when exporting loss results to company loss files
CoversAllLines

Boolean

  • False (Default)

  • True

(Optional) Indicates whether Touchstone covers all lines of business (LOB) when exporting loss results to company loss files
CoversAllPerils

Boolean

  • False (Default)

  • True

(Optional) Indicates whether Touchstone covers all perils when exporting loss results to company loss files
CurrencyExchangeRateSetID Integer (Required) Contains the identifier of the currency exchange rate set for exporting loss results
CurrencyName String (Required) Contains the currency name associated with the exposure you want to export.
DestinationFileName String (Required) Contains the destination file name where you want to export the aggregate exposure information
DestinationFolder String (Required) Contains the folder path where you want to export the aggregate exposure information
OutputPremium

Boolean

  • True

  • False (Default)

(Optional) Indicates whether Touchstone includes the premium information of exposures in the exported UNICEDE/2 file
Quality

<Quality>

  • Excellent = 1

  • Good = 2

  • Fair = 3

  • Poor = 4

  • Very Poor = 5

(Optional) Indicates the quality of the aggregate exposure information such as sums insured, risk count, payroll, and premium data in Touchstone that you want to export
Source <Source> (Required) Contains the source company information such as company name, contact, and address
SubareasComplete

Boolean

  • True

  • False (Default)

(Optional) Indicates whether Touchstone must include all subareas in the exported data
SumsInsured <SumsInsured> (Defaults to Limits)

(Optional) Indicates how Touchstone computes the aggregate sums insured for covered exposures You can specify one of the following:

  • Limits: If you want to compute sums insured values from limits.

  • Replacement values: If you want to compute sums insured values from total replacement values

TargetSid Integer (Required) Contains the target unique sequential identifier (SID) of the exposures that you want to associate with a source company specified in your request
Units Units(Defaults to Ones)

(Optional) Indicates the numerical data units for sums insured amounts.

  • Ones: The sums-insured values are in dollars.

  • Thousands: The sums-insured values are in thousands of dollars.

  • Millions: The sums-insured values are in millions of dollars.

  • Billions: The sums-insured values are in billions of dollars.

UserToUnicede2LineOfBusinessMappings <UserToUnicede2LineOfBusinessMappings> (Required) Indicates the mapping between the industry LOB and the user-provided LOB

You can map each industry LOB to a specific User LOB by country.

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. The SubmitAssociateExposureToCompanyRequest class stores the following options for linking exposures and company:

Table 3. Updated AIR.Services.DataExport.API namespace
Property Type Description
CompanyExposureAssociationOptions ExportOptions CompanyExposureAssociationOptions (Required) Contains objects that specifies the characteristics of the exposure data and destination folder that you want to associate with a company
You can use the company loss files to run analyses in Touchstone Re if you license both the Touchstone and Touchstone Re applications. We implemented a new CompanyExposureAssociationOptions sub-class for linking aggregate exposures with a company in Touchstone Re. After successful association, the exposures are available in a path that is accessible from both Touchstone and Touchstone Re. This sub-class includes the following properties:
Table 4. Updated AIR.Services.DataExport.Data namespace
Property Type Description
AssociateExposureToCompanyOptions <AssociateExposureToCompanyOption> (Required) Contains the company options to associate with exposure data that you want to export into Touchstone Re
CedingCompanyID String (Optional) Contains the standard identifier for the ceding company seeking reinsurance
CedingCompanyName String

(Optional) Contains the name of the ceding company of the exposures

  • If CedingCompanyName is blank, then Touchstone inherits the exposure view name for the ceding company.

CLFAvailable

Boolean

  • True

  • False (Default)

(Optional) Indicates whether a company loss file is available to associate with exposures
Comments String (Optional) The user-specified comments related to the request.
CoversAllAreas

Boolean

  • True

  • False (Default)

(Optional) Indicates whether Touchstone covers all areas when exporting loss results to company loss files
CoversAllLines

Boolean

  • True

  • False (Default)

(Optional) Indicates whether Touchstone covers all lines of business (LOB) when associating exposures to a Touchstone Re company
CoversAllPerils

Boolean

  • True

  • False (Default)

(Optional) Indicates whether Touchstone covers all perils when associating exposures to a company
CurrencyExchangeRateSetID Integer (Required) Contains the identifier of the currency exchange rate set of exposures
CurrencyName String (Required) Contains the currency name of the loss results that you want to associate with a company and export into Touchstone Re
OutputPremium

Boolean

  • True

  • False (Default)

(Optional) Indicates whether Touchstone includes the premium information
Quality

<Quality>

  • Excellent = 1

  • Good = 2

  • Fair = 3

  • Poor = 4

  • Very Poor = 5

(Optional) Indicates the quality of the exported aggregate exposure information (such as sums insured, risk count, payroll, and premium data) from Touchstone
Source <Source> (Required) Contains the source company information such as company, contact, and address
SubareasComplete

Boolean

  • True

  • False (Default)

(Optional) Indicates whether Touchstone must include all sub-areas
SumsInsured <SumsInsured> (Defaults to Limits)

(Optional) Indicates how Touchstone computes the aggregate sums insured for covered exposures You can specify one of the following:

  • Limits: If you want to compute sums insured values from limits.

  • Replacement values: If you want to compute sums insured values from total replacement values

TargetSid Integer (Required) Contains the target unique sequential identifier (SID) of the exposures that you want to associate with a source company specified in your request
Units <Units> (Defaults to Ones)

(Optional) Indicates the numerical data units for sums insured amounts:

  • Ones: Sums-insured values are in dollars.

  • Thousands: Sums-insured values are in thousands of dollars.

  • Millions: Sums-insured values are in millions of dollars.

  • Billions: Sums-insured values are in billions of dollars.

UserToUnicede2LineOfBusinessMappings <UserToUnicede2LineOfBusinessMappings> (Required) Indicates the mapping between the industry LOB and the user-provided LOB. You can map each industry LOB to a specific User LOB by country

We implemented a new AssociateExposureToCompanyOption sub-class to store company information. This sub-class includes the following properties:

Table 5. Updated AIR.Services.Data.Export.Data namespace
Property Type Description
BusinessUnitSid Integer (Required) Contains the software-generated identifier for the business unit associated with the Touchstone Re company
CompanyName String (Optional) Contains the name of the Touchstone Re company associated with the exposure set
CompanySid Integer (Optional) Contains the unique system-generated sequential identifier of the Touchstone Re company associated with the exposure set
CreateCompany

Boolean

  • True

  • False (Default)

(Optional) Indicates whether you want to create a new company or use an existing company in Touchstone Re

  • If you select an existing company, you must specify whether to overwrite this company or append to it.
CreateExpSet

Boolean

  • True

  • False (Default)

(Optional)

Indicates whether you want to create a new exposure set or use an existing exposure set in Touchstone Re

  • If you want to use the existing exposure set, you must specify whether to overwrite this exposure set or append to it.
ImportYear Integer (Optional) Indicates import year of the exposure data
SqlInstanceSid Integer (Required) Contains the software-generated identifier for the SQL Server instance associated with the Touchstone Re company
TsReExpOverwriteorAppend <TsReExportSetOptions> (Optional) Indicates whether you want Touchstone Re to overwrite or append the exposure set file
TsReExposureSetName String (Optional) Contains the Touchstone Re exposure set name
TsReExposureSetSid Integer (Required) Contains the Touchstone Re-generated Exposure Set Sequential Identifier (SID) that uniquely identifies the exposure set that you want to associate with a company

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. The request class inherits the BusinessUnitSid and SqlInstanceSid properties. We implemented a new DistributionOfUnicede2LOBByCountry class to store the LOB associated with each country.

Table 6. Updated AIR.Services.DataExport.API namespace
Property Type Description
DistributionOfUnicede2LOBByCountry List< DistributionOfUnicedeLOBByCountries> Returns a list of the UNICEDE/2 data by the user-selected LOBs for each country

The response class returns a list of the countries and their corresponding LOB codes.

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. The request class includes the following property:

Table 7. Updated AIR.Services.ExposureViewSummary.API namespace
Property Type Description
ExposureViewSid Integer (Required) Contains the unique sequential identifier (SID) of the exposure view containing the custom LOBs for each country that you want to retrieve
We implemented a new DistributionByCountryLineOfBusiness class to support the new response class.
Table 8. Updated AIR.Services.ExposureViewSummary.Data namespace
Property Type Description
DistributionByCountryLineOfBusiness List<DistributionByCountryLineOfBusiness> Returns a list of lines of business by country
The response returns a list of user lines of business distributed by country. You can then use this response to map your custom LOBs to the appropriate Touchstone Re LOB by country.