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.

File element Description Required?
Policy (contract ) This field contains overarching information about the policy, such as the line of business (LOB), status, and inception and expiration dates. Touchstone uses the inception and expiration dates that you specify in the policy element to calculate losses. Yes
Layer This field contains information about the limits and deductibles that apply to all locations. No
Sublimit This field contains information about limits and deductibles that apply across multiple, but not across all, locations. The Sublimit Area field in a sublimit entry within a contracts import file (Applies To Locations field in the Touchstone user interface) and the Sublimit Area field for an individual location entry within a locations import file link the location with the sublimit. You can apply a single sublimit area to a location. No
The following diagram illustrates the link between locations and sublimits.
Note:

For detailed information about the fields that you can import as part of a .csv contracts or account file, see the following topics: