Importing ACORD Files

You can import policy data into Touchstone with minimal setup using the ACORD Binding Authority data format.

For detailed information about working with the ACORD format, see Preparing an ACORD File.

For complete information about the ACORD format, see the implementation guide on ACORD's web site.

To import data from an ACORD file:

1.     On the global menu bar, click Import > Exposure > ACORD Binding Authority.

The Import & Mapping Data tab appears.

2.     Select the import file.

3.     Set the destination for the imported data by specifying the database, exposure set, and (optional) exposure view for the data that you import.

4.     Configure the import options.

5.     Optionally, deselect Close on Import to keep the Import Project window open after you submit the import job.

6.     Click Import.

You can check the status of the import job and review logs in the Activity Monitor.