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Import data from external sources
You can import exposure data, map layers, projects, and reinsurance packages from external sources into Touchstone databases.
About importing exposure data
You import exposure data into a Touchstone exposure database and into an exposure set.
Preparing comma separated values (*.csv) import files
Before importing .csv (comma-separated values) files into Touchstone via ImportExpress, you must prepare the files.
Parts of a .csv contract file
Comma-separated values (.csv) contracts or account files contain information about the policies, layers, and sublimits that you want to import into Touchstone.
Constructing a .csv policy file
Follow these guidelines for creating a .csv policy (contracts) file.

Using Touchstone online Help
You can access the top-level or context-sensitive Touchstone online help from within the application or from the Client Portal. You can then search for content, bookmark pages, and generate output to other formats.
Import data from external sources
You can import exposure data, map layers, projects, and reinsurance packages from external sources into Touchstone databases.
- Differences between property and workers' compensation exposure data
  Workers' compensation policies and certificates require special consideration at the policy/certificate and location levels.
- About aggregating similar risks
  Aggregating similar risks can reduce import and analysis times, as well as reducing disk space requirements, while still maintaining the validity of loss estimates.
- ImportExpress
  Use ImportExpress to import contract and exposure data from external sources into Touchstone databases, regardless of the format of the source.
- About importing exposure data
  You import exposure data into a Touchstone exposure database and into an exposure set.
  - Preparing comma separated values (*.csv) import files
    Before importing .csv (comma-separated values) files into Touchstone via ImportExpress, you must prepare the files.
    - Parts of a .csv contract file
      Comma-separated values (.csv) contracts or account files contain information about the policies, layers, and sublimits that you want to import into Touchstone.
      - Constructing a .csv policy file
        Follow these guidelines for creating a .csv policy (contracts) file.
    - Parts of a .csv location file
      Locations files contain important data for the specific locations you want to import into Touchstone using ImportExpress.
    - Parts of a .csv reinsurance file
      Reinsurance files contain information about facultative reinsurance and surplus shares that you want to import into Touchstone using ImportExpress.
    - Parts of a .csv step function file
      Step function files contain information about the multi-step structure of Japanese earthquake primary property policies that you want to import into Touchstone using ImportExpress.
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  - Import Comma Separated Values (CSV) files
    Use ImportExpress to import comma-separated values (.*.csv) files into Touchstone.
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  - Reference: Importing .csv Files
  - Importing data from EDM exposure databases
    Even when data is not stored in an open data format, Touchstone supports the import of data that is stored in proprietary RMS EDM (exposure data model) databases.
- Import a project
  Touchstone enables you to import a project that another Touchstone user previously exported.
- Importing map layers into Touchstone
  Use Map Layer Import to import map layers (custom GIS data) from raster or vector files into Touchstone.
- View import logs
  Import logs provide useful information, especially if you need to troubleshoot an import.
- About verification, import logs, and rejection files
  When you submit a .csv file for import, ImportExpress validates the contract, location, and reinsurance exposure data to see whether the exposure data is acceptable for import.
- About verifying import and mapping data
  The verification process validates contract, location, and reinsurance exposure data to see whether the data is acceptable for import. It does not import data automatically after the process is complete.
Projects and exposure views
Projects are a useful way to organize your data. They contain exposure views that contain the data that you want to focus on.
Geospatial analysis
Geospatial analysis enables you to perform a deterministic risk analysis with your own view of risk on accumulations of property exposures and workers' compensation information in given areas exposed to natural and man-made catastrophes.
Exposure data validation
Verisk provides a reference containing information about Touchstone exposure data.
Data Quality analysis
The most effective way to assess and enhance portfolio-level or contract-level catastrophe exposure data is to use Touchstone's Data Quality diagnostics. These diagnostics enable you to determine the strengths and weaknesses of the exposure data you are using for analyses and supplement that data when it is missing or weak.
Hazard analysis
Hazard analysis enable you to identify the relevant catastrophe hazards for locations in your exposure data.
About loss analyses
Touchstone enables you to model catastrophic (CAT) events to estimate property and workers' compensation losses.
Reinsurance
The Reinsurance Program Manager enables you to create, import, and manage reinsurance programs.
Touchstone data export types
Touchstone enables you to export different types of data.
Activity Monitor
The Activity Monitor displays the status of all activities.
Managing data sources
Use Data Source Management to manage Touchstone databases.
User model management
Use User Model Management to build custom non-Verisk models and seamlessly integrate them into Touchstone.
Model Builder
Administration Console
User interface
Reference: Common Help topics

Constructing a .csv policy file

Follow these guidelines for creating a .csv policy (contracts) file.

Procedure

Launch a spreadsheet program or open a text editor.
Enter a row of data to represent a policy (contract or account).
The file must contain at least one policy.
[Optional] To add a layer to this policy, append the layer-specific fields to the same row that contains the policy data.
To include additional layers for this policy, copy the policy data from the existing policy/layer row into a new row within the file, and then append the layer-specific fields for this new layer to the same row that contains the copied policy data.
The copied policy data links the layer to the policy. Including the policy data in multiple layer rows in this way does not result in duplicate policies within Touchstone.
Repeat the previous step for any additional layers that you want to include.
[Optional] To add a sublimit for any layer within this policy, append the sublimit-specific fields to the same row that contains the policy and layer information.
To include additional sublimits for any layer within this policy, copy the policy and layer data from the layer row into a new row within the file, and then append the sublimit-specific fields for this new sublimit to the same row that contains the copied policy and layer information.
The copied policy and layer data links the sublimit to the layer and policy. Including the policy and layer data in multiple sublimit rows in this way does not result in duplicate policies or layers within Touchstone.
[Optional] Repeat the previous step for any additional sublimits that you want to include.
[Optional] To include multiple policies in this file, repeat this procedure for each additional policy that you want to include.

Sample contracts File

The following example shows an excerpt from a sample contracts file: