Column heading automapping for policy .csv files
Use this topic to map policy exposure data correctly for use in Touchstone.
Section in list of Touchstone column names | Touchstone Column Name | Acceptable .csv column names | Primary Property (PP) Contract | Primary Workers' Compensation (PWC) Contract | Facultative Property (FP) Contract | Facultative Workers' Compensation (FWC) Contract |
---|---|---|---|---|---|---|
Policy (for Primary policies); Certificate (for Facultative policies) |
Contract ID | ContractID, PolicyID, or CertificateID | X | X | ||
Certificate ID | CertificateID, PolicyID, or ContractID | X | X | |||
Insured Name | InsuredName | X | X | X | X | |
Producer Name | Producer, ProducerName | X | X | |||
Underwriter | Underwriter | X | X | |||
Branch Name | Branch | X | X | |||
ID of Expiring Contract | ExpiringContract | X | X | |||
Status | Status, SubmitStatusCode | X | X | X | X | |
Currency | Currency | X | X | X | X | |
Inception Date | InceptionDate, EffectiveDate | X | X | X | X | |
Expiration Date | ExpirationDate | X | X | X | X | |
Perils | Perils | X | X | X | X | |
Line of Business | LOB | X | X | X | X | |
Policy Form | Form | X | X | |||
User-Defined Field 1 (UDF 1) |
UDF1 |
X |
X |
X |
X |
|
User-Defined Field 2 (UDF 2) | UDF2 | X | X | X | X | |
User-Defined Field 3 (UDF 3) |
UDF3 |
X |
X |
X |
X |
|
User-Defined Field 4 (UDF 4) | UDF4 | X | X | X | X | |
User-Defined Field 5 (UDF 5) |
UDF5 |
X | X | X | X | |
Layer Note:
Limits A, B, C, and D are for offshore locations only and are converted to XML format during import. The values in these limits fields indicate the priority of the exhaustion sequence. |
Layer ID | LayerID | X | X | X | X |
Layer Perils | LayerPerils | X | X | X | X | |
Limit Type | LimitType | X | X | X | X | |
Total Limit (Limit 1) | Limit1, Total Limit., 100LayerAmt | X | X | X | X | |
Participation Limit (Limit 2) | Limit2, Participation Limit, PartLayerAmt, Participation Limit | X | X | X | X | |
Deductible Type | DedType, Deductible Type | X | X | X | X | |
Deductible Amount 1 | DedAmt1, Deductible Amount 1 | X | X | X | X | |
Deductible Amount 2 | DedAmt2, Deductible Amount 2 | X | X | X | X | |
Attachment Amount | AttachmentAmt | X | X | |||
Facultative Attachment Amount | FacAttachAmt | X | X | |||
Premium | Premium | X | X | X | X | |
AssumedAmount | AssumedAmt | X | X | |||
Limit A | LimitA | X | X | |||
Limit B | LimitB | X | X | |||
Limit C | LimitC | X | X | |||
Limit D | LimitD | X | X | |||
Attachment Point A | AttachmentPtA, AttachmentA | X | ||||
Attachment Point B | AttachmentPtB, AttachmentB | X | ||||
Attachment Point C | AttachmentPtC, AttachmentC | X | ||||
Attachment Point D | AttachmentPtD, AttachmentD | X | ||||
Currency | Currency | |||||
Sublimit | Perils | SublimitPerils | X | X | X | X |
Sublimit Area | SublimitArea | X | X | X | X | |
Limit Type | SubLimitLimitType | X | X | X | X | |
Sublimit Total Limit (Limit 1) | SubLimitOcc | X | X | X | X | |
Sublimit Participation Limit (Limit 2) | SublimitPart | X | X | X | X | |
Total Limit Building | SublimitLimitA | X | X | |||
Total Limit Other | SublimitLimitB | X | X | |||
Total Limit Contents | SublimitLimitC | X | X | |||
Total Limit Time | SublimitLimitD | X | X | |||
Deductible Type | SublimitDedType | X | X | X | X | |
Deductible Amount 1 | SublimitDedAmt1 | X | X | X | X | |
Deductible Amount 2 | SublimitDedAmt2 | X | X | X | X | |
Attachment Point Amount | SublimitAttachAmt | |||||
Attachment Point Building | SublimitAttachA | X | X | X | ||
Attachment Point Other | SublimitAttachB | X | X | X | ||
Attachment Point Contents | SublimitAttachC | X | X | X | ||
Attachment Point Time | SublimitAttachD | X | X | X | ||
Assumed Amount | SublimitAssumedAmt | X | ||||
Participating Layer Amount | SublimitPartLayerAmt | X | X | |||
100% Layer Amount | Sublimit100LayerAmt | X | X | |||
Facultative Attachment Amount | SublimitAttachA, SublimitAttachAmt | X | X |