Perform ImportExpress value mapping
ImportExpress value mapping associates custom, user-defined terms in mapped fields in an import file to valid Touchstone values.
Before You Begin
For example, you can tell ImportExpress to map user-defined peril
codes, such as "Hurr" (hurricane) and "Terr" (terrorism) to Touchstone-recognized peril codes, "TC"
(tropical cyclone) and "TR" (terrorism) during the import process
Procedure
- Open ImportExpress.
- In the Mapping Set and File Selection area, select the policy type, mapping set, and exposure data to import.
-
Click Scan Mappings.
The Value Mapping window opens. It includes a tab for each type of data that you selected. A status icon on each tab indicates whether the tab is filled out
or requires further action
.
Note: Each of the selected import files has its own tab; those tabs contain sub-tabs for field mapping and defaults. - Click the tab that corresponds each import file for which you want to edit or create value mappings.
-
To map an unrecognized value to a valid Touchstone entry in a
.csv file, select the source value that you
want to map and then select the Touchstone value in the
Mapping list.
For example, the list includes a mapped Perils field with an unrecognized source value, Hurr. Select Wind under Tropical Cyclone. Click Apply to map the unrecognized source value to a Touchstone value. The <n> Unrecognized values prompt remains; it reminds you that the source file contains unrecognized values. You may choose to modify the unrecognized values in the source file.
- As you edit the settings on each tab, click Apply to save the mappings you created or edited.
- When you finish setting value mappings, click OK.