Column heading automapping for policy .csv files

Use this topic to map policy exposure data correctly for use in Touchstone.

In the table below, the Touchstone Column Name column identifies the default contract-related column names available in the Touchstone user interface, while the Acceptable CSV Column Names column identifies alternative column names. If you use any of these acceptable alternative column names in your .csv import files, Touchstone recognizes and automaps the corresponding columns correctly. The table also identifies the policy type to which each column applies. Touchstone column names may vary by contract type or country.
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