|
|
Copying and Moving Contracts and Locations |
The Copy/Move function enables you to:
• Copy or move one or more contracts into a new or existing exposure set. The exposure set can be in the same database or in a different, existing database.
• Copy or move one or more locations into new contracts in existing exposure sets.
During the copy/move process, Touchstone
copies all of the artifacts associated with an object. 
Example
You can copy and move objects in the same project or in a new project.
You cannot create a new database when copying or moving contracts, and you cannot create a new exposure set when copying or moving locations. In addition, you can copy or move locations only to a new contract, not to an existing contract. |
Underwriting Contract mode supports the copy/move function. However, if you copy or move a contract to an exposure set that is not part of the default Underwriting Master Portfolio Exposure View set by your system administrator, the contract does not appear in the Contracts grid. The Underwriting Contract mode contains only one exposure view, which an administrator sets in the Global Underwriting Defaults area. Contracts that you move or copy that do not appear in the Contracts grid in Underwriting Contract mode appear in Portfolio Mode.
If Touchstone encounters an error, the application cancels the operation and rolls back the changes. For information about an error, click the red warning triangle.
When copying and moving locations, the default configuration setting is 10,000 locations. If you need to copy or move more than 10,000 locations, contact AIR Support. They can modify the setting to meet your business requirements. Increasing the number of locations can affect performance. |
To copy or move a contract or multiple contracts (Portfolio mode):
2. Select the item or items to copy or move.
3. Click Copy/Move.
The Copy/Move Contract or Copy/Move Contracts dialog box appears.
4. Select Copy contract, Move contract, Copy contracts, or Move contracts.
5. Select the target database, and then select an existing exposure set or type the name of a new exposure set.
6. To avoid copying or moving contracts with duplicate IDs, select Skip duplicate contracts or enter a prefix to apply to contracts with duplicate IDs.
7. Click Copy or Move.
When Touchstone completes the copy or move operation, the "Copy done" or "Move done" message appears.
8. Click Cancel to close the dialog box.
To copy or move a location or multiple locations (Portfolio mode):
2. Open the contract that contains the locations to copy or move.
3. On the Locations tab, select the item or items to copy or move.
4. Click Copy/Move.
The Copy/Move Locations To dialog box appears.
5. Select Copy or Move.
6. Select the target database, and then select an existing exposure set.
7. Type a new contract ID.
8. Optionally, select Close on Copy/Move.
9. Click OK.
A confirmation message appears.
10. Click OK or Cancel to close the dialog box.
To copy or move a contract or multiple contracts (Underwriting Contract mode):
1 In the Contracts grid, select the contract or contracts to copy or move.
2 Click Copy/Move.
The Copy/Move Contract or Copy/Move Contracts dialog box appears.
3 Select Copy contract, Move contract, Copy contracts, or Move contracts.
4 Select the target database, and then select an existing exposure set or type the name of a new exposure set.
If you want the copied contract or contracts to be listed in the Contracts grid, you must leave the default exposure database and select the default exposure set for your business unit. System administrators set underwriting defaults in the Global Defaults section of the Administration Console; contact your administrator for this information. |
5 To avoid copying or moving contracts with duplicate IDs, select Skip duplicate contracts or enter a prefix to apply to contracts with duplicate IDs.
6 Click Copy or Move.
When Touchstone completes the copy or move operation, the Copy done or Move done message appears.
7 Click Cancel to close the dialog box.
To copy or move a location or multiple locations (Underwriting Contract mode):
1. In the Contracts grid, click the Contract ID that contains the location or locations to copy or move.
The Contract Summary appears.
2. In the Contract pane, click Contract Details.
3. On the Locations tab, select the item or items to copy or move.
4. Click Copy/Move.
The Copy/Move Locations To dialog box appears.
5. Select Copy or Move.
6. Select the default exposure database and exposure set for your business unit.
System administrators set underwriting defaults in the Global Defaults section of the Administration Console. For more information, contact your administrator.
7. Type a new contract ID.
You cannot copy or move locations to an existing contract.
8. Optionally, select Close on Copy/Move.
9. Click OK.
A confirmation message appears.
10. Click OK or Cancel to close the dialog box.
|
© 2020 AIR Worldwide. All rights reserved. Touchstone 7.0 Updated September 03, 2020 |
