Exporting Exposure Data To CSV Files |
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You can export exposure data, such as contract, location, and reinsurance data to comma-separated values (CSV) files. Contract data includes policies, layers, sublimits, and step functions.
When you export exposure data, Touchstone extracts the data from the CEDE exposure database, so that you can exchange the data with primary insurers and reinsurers.
Touchstone creates a separate CSV file for each type of exposure data that you select. For example, if you select Contract Data and Location Data, Touchstone creates two CSV files in the destination folder. You can review the name of an exported file to understand the type of data the file contains. For example, ExportCSV_ContractData.csv contains contract information. ExportCSV_LocationData.csv contains location information.
You can view exposure data exported to CSV format in Excel. Touchstone orders the data in columns so that you do not need to manually order the data.
If you save the exported file in Excel, Excel changes the file format changes to tab-delimited. |
Touchstone supports primary and facultative contracts. Click here to see the type of data exported for each type of contract.
If you import exposure data that includes a layer with attachment point amounts (limits by coverage A-D), Touchstone converts the attachment point amounts to sublimit attachments (A-D). If you subsequently export the same exposure data, the exported file contains sublimit attachment columns (SublimitAttachA, SublimitAttachB, SublimitAttachC, and SublimitAttachD), which correspond to the attachment point amounts from the original exposure data (AttachmentPtA, AttachmentPtB, AttachmentPtC, and AttachmentPtD).
To export exposure data to a CSV file:
1. On the global menu bar, click Export > Exposure > Exposure to CSV.
Alternatively, right-click the exposure view in the All Exposure Views list, and then click Export to CSV.
2. On the Source Exposure tab, select the exposure view to export.
3. In the Export Exposure Information area, select the type of data to export.
Location data can include workers' compensation data such as injury type. Contract data can include step function data, which applies only to property exposures (and not to Workers' Compensation exposures).
4. In the Number of Cores fields, specify the minimum and maximum number of cores to use for the export job.
5. On the Options tab, select the Date Format, and then optionally select the Remember Date Setting check box.
Selecting the date format enables you to keep the date formats of imported and exported .csv data consistent.
6. Specify the destination for the exported data.
7. Optionally, deselect Close on Export to keep AIR ExportExpress open after you submit the export job.
8. Click Export.
You or another user can import the exported file.
© 2020 AIR Worldwide. All rights reserved. Touchstone 7.0 Updated September 03, 2020 |