Primary property or workers' compensation contract policy fields for import
In ImportExpress, you map .csv import data to valid Touchstone fields for primary property or workers' compensation policies.
Note: Touchstone does not
support single-day policies.
Import field | User interface field | Database field | Required? |
---|---|---|---|
Contract or Policy ID | Contract ID | tContract.ContractID | Required |
Insured Name | Insured Name | tContract.InsuredName | Required |
Producer Name | Producer Name | tContract.ProducerName | |
Underwriter | Underwriter | tContract.Underwriter | |
Branch Name | Branch | tContract.Branch | |
ID of Expiring Contract | ID of Expiring Contract | tContract.ExpiringContractID | |
Status | Status | tContract.SubmitStatusCode | |
Currency | Currency | tContract.CurrencyCode | |
Inception Date | Inception Date | tContract.InceptionDate | |
Expiration Date | Expiration Date | tContract.ExpirationDate | |
Perils | Perils Note:
To specify multiple perils in a single entry within an import file, separate the corresponding peril codes with a Plus (+) symbol. For example: PWH+PES) |
tContract.PerilSetCode | |
Line of Business | Line of Business | tContract.UserLineofBusiness | |
Policy Form | Policy Form | tContract.PolicyForm | |
User Defined Field 1 (UDF 1) | User Defined Field (UDF) 1 | tContract.UserDefined1 and tLocation.UserDefined1 | |
User Defined Field 2 (UDF 2) | User Defined Field (UDF) 2 | tContract.UserDefined2 and tLocation.UserDefined2 | |
User Defined Field 3 (UDF 3) | User Defined Field (UDF) 3 | tContract.UserDefined3 and tLocation.UserDefined3 | |
User Defined Field 4 (UDF 4) | User Defined Field (UDF) 4 | tContract.UserDefined4 and tLocation.UserDefined4 | |
User Defined Field 5 (UDF 5) | User Defined Field (UDF) 5 | tContract.UserDefined5 and tLocation.UserDefined5 |