Field Mappings

You must have a valid mapping set for each set of files that you want to import. The mapping set determines how the data is validated and where it is saved in the database. For example, if you indicate that a field in your import file contains AIR construction codes, the import validation process alerts you if any values in that field do not appear to be valid construction codes. If you have used custom values in an import field, you can then map the custom values to valid AIR values using the Value Mapping settings.

After selecting a policy type, a mapping set, and the source files in the Mapping Set and File Selection area of the Import & Mapping Data tab on AIR ImportExpress, click Edit Mappings to map the fields in your CSV import files to the corresponding Touchstone fields. The changes you make are saved in the mapping set.

Workers' compensation records contain the same information as property records, except for information about replacement values and limits. Instead, you map the number of employees, annual payroll, percent of shifts, annual payroll, average annual wage, and medical costs to valid Touchstone fields.

The Field Mapping window 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

3. Select the Field Mapping tab that corresponds to each of the file types to import—contracts, locations, reinsurance, and/or step function.

The tabs that appear depend on the policy type. The Mapped Fields grid initially displays the fields in the source files that AIR ImportExpress was able to automap. If you map fields manually, the Mapped Fields field displays the total number of fields that were automapped or manually mapped. The first row of the Mapped Fields grid contains the column headings in your source data. The second row contains the valid Touchstone fields. The remaining rows contain data from the first 10 import records.

4. To map your data to valid Touchstone fields, select the appropriate Touchstone field from the list below the column heading for each import column containing data that you want to import.

For example, if your data includes an "InsuredName" column, select "Insured Name" from the list below the "InsuredName" import column heading. Each tab includes a list of

required fields that must be included in the import file for a successful import. In addition, an asterisk (*) next to a Touchstone field identifies a required field. If you already mapped a required field, a green check mark

appears to the left of the field. Warning triangles identify additional required Touchstone fields that you must map.

Required Fields

Address Information can include any combination of country, address, city, area/state, county, postal code, and or CRESTA zone. You must map the country code to CountryISO (ISO Code) or CountryCL2 (CLASIC/2 Code). ISO codes are two-letter country abbreviations used by Touchstone, while CL2 codes are number codes supported by UNICEDE and CLASIC/2.

For Primary Property policy types

Field Mapping Tab	Required Fields
Contracts	Contract ID, Insured Name, Layer ID, Total Limit (Limit 1)
Locations	Contract ID, Location ID, Address Information, Replacement Values
Reinsurance	Contract ID, Reinsurance ID, Exposure ID
Step Function	Contract ID

For Facultative Property policy types

Field Mapping Tab	Required Fields
Contracts	Certificate ID, Insured Name, Layer ID, Participating Layer Amount, 100% Layer Amount
Locations	Certificate ID, Location ID, Replacement Values, Address Information

For Primary Workers' Compensation policy types

Field Mapping Tab	Required Fields
Contracts	Contract ID, Insured Name, Layer ID, Total Limit (Limit 1)
Locations	Contract ID, Location ID, Number of Employees, Annual Payroll, Address Information
Reinsurance	Contract ID, Reinsurance ID, Exposure ID

For Facultative Workers' Compensation policy types

Field Mapping Tab	Required Fields
Contracts	Certificate ID, Insured Name, Layer ID, Participating Layer Amount, 100% Layer Amount
Locations	Contract ID, Location ID, Number of Employees, Annual Payroll, Address Information

5. When you select the Locations tab, in the # Terms field, select the number of

coverage term sets that exist for the locations that you want to import.

Coverage term sets include the following limit and deductible fields:

• Location Peril

• Limit Type

• Limit Building

• Limit Other

• Limit Contents

• Limit Time

• Participation

• Participation 2

• Deductible Type

• Deductible Building

• Deductible Other

• Deductible Contents

• Deductible Time

• Sublimit Area

6. As you edit the settings on each tab, click Apply to save the field mappings.

7. When you finish setting field mappings, click OK to save the field mappings and close the Field Mapping window.

After editing the field mappings, you can configure any necessary value mappings.