Contract list

Validation rules for fields related to contracts.

Project Data > Exposure Views > {Select an Exposure View} > Contract List

Note:

Touchstone does not support single-day contracts.

Field Description Validation Rules Default Value
Contract ID Unique, required, user-defined contract identifier
  • Required if you are creating a new record or editing an existing record
  • Must be unique
  • Cannot begin with a space or contain commas or semicolons
  • Can contain up to 100 characters
Contract Type

One of the following contract types:

  • Primary Property
  • Facultative Property
  • Primary Workers' Compensation
  • Facultative Workers' Compensatio

Defaults to a value in the Touchstone user interface Primary Property
Exposure Set Unique identifier for the exposure set to which this contract belongs Read-only
Insured Name Name of the insured party
  • Optional
  • Must be unique for the book
  • Can contain up to 60 characters
Producer Name Name of the producer
  • Optional
  • Can contain up to 60 characters
Underwriter Name of the underwriter
  • Optional
  • Can contain up to 60 characters
Branch Name of the branch
  • Optional
  • Can contain up to 60 characters
ID of Expiring Contract ID of the expiring contract
  • Optional
  • Can contain up to 100 characters
Terms Currency

Base currency for this contract

For analysis at the contract level, Touchstone converts all locations to this base currency.

Refer to the list of valid currency codes.

Defaults to a value in the Touchstone user interface US Dollar (USD)
Currency Exchange Rate Currency exchange rate Read-only
Inception Date

Date of the first day on which coverage is effective

When importing data, use one of the following formats and select this format on the Options tab of ImportExpress:

  • MM/DD/YYYY
  • DD/MM/YYYY
  • YYYYMMDD
  • YYYY-MM-DD
  • Required if you are creating a new record or editing an existing record
  • Defaults to a value in the Touchstone user interface
  • Date format is specific to locale of end user
  • Must be less than the expiration date
Note:

For inception and expiration dates, and other in-force dates, you must specify a date value between 01/01/1970 and 12/31/2038, inclusive, for dates based on U.S. regional settings. If you are not using U.S. regional settings, use a date value other than 01/01/1970, such as 01/01/1990.

1/1/[current year]
Expiration Date

Date of the last day on which coverage is effective

When importing data, use one of the following formats and select this format on the Options tab of ImportExpress:

  • MM/DD/YYYY
  • DD/MM/YYYY
  • YYYYMMDD
  • YYYY-MM-DD
  • Required if you are creating a new record or editing an existing record
  • Defaults to a value in the Touchstone user interface
  • Date format is specific to locale of end user
  • Must be greater than the inception date
Note:

For inception and expiration dates, and other in-force dates, you must specify a date value between 01/01/1970 and 12/31/2038, inclusive, for dates based on U.S. regional settings. If you are not using U.S. regional settings, use a date value other than 01/01/1970, such as 01/01/1990.

12/31/[current year]
Status

One of the following contract submission statuses:

  • Bound
  • Cancelled
  • Expired
  • Quoted
  • Rejected
  • Renewal
  • Submitted
Defaults to a value in the Touchstoneuser interface Submitted
Perils

Perils insured under this contract

Refer to the list of valid peril codes.

Note:

To specify multiple perils in a single entry within an import file, separate the corresponding peril codes with a plus (+) symbol, for example: PWH+PES.

Defaults to a value in the Touchstone user interface

All perils (PAL)
Policy Form User-defined policy form assigned to this contract
  • Defaults to a value in the Touchstone user interface
  • Can contain up to 60 characters
Unknown
Line of Business

User-specified line of business

  • Defaults to a value in the Touchstone user interface
  • Lines of business should be unique between property and workers' compensation, if you need to see data separately for property and workers' compensation.
  • Can contain up to 60 characters
Unknown
Location Count Number of locations in this contract Read-only
Layer Count Number of layers in this contract Read-only
Layer Level Reinsurance Count Number of reinsurance treaties in the layer(s) in this contract Read-only
Location Level Reinsurance Count Number of reinsurance treaties associated with the location(s) that this contract covers Read-only
Step Function

One of the following values to Indicate whether this contract includes a step function:

  • Yes
  • No
Read-only
Total Replacement Value Total replacement value for each contract
  • Defaults to a value in the Touchstone user interface, provided that an exposure summary has been generated for the exposure view
  • Value changes if Display Currency settings change for the project
TRV Currency The currency used to calculate the TRV
  • Defaults to the currency selected when the exposure view was created
  • Touchstone dynamically converts all location TRVs using the exposure view currency and conversion rate; it does not store these values in the database.
User Defined Field (UDF) 1

User-defined field #1

Used for purposes of aggregation
  • Optional
  • May be alphanumeric and may include hyphens and underscores
  • Can contain up to 60 characters
User Defined Field (UDF) 2

User-defined field #2

Used for purposes of aggregation
  • Optional
  • May be alphanumeric and may include hyphens and underscores
  • Can contain up to 60 characters
User Defined Field (UDF) 3

User-defined field #3

Used for purposes of aggregation

  • Optional
  • May be alphanumeric and may include hyphens and underscores
  • Can contain up to 60 characters
User Defined Field (UDF) 4

User-defined field #4

Used for purposes of aggregation

  • Optional
  • May be alphanumeric and may include hyphens and underscores
  • Can contain up to 60 characters
User Defined Field (UDF) 5

User-defined field #5

Used for purposes of aggregation
  • Optional

  • May be alphanumeric and may include hyphens and underscores
  • Can contain up to 60 characters
Location DFID User-defined field for damage function ID that helps connect the location to custom damage functions from Model Builder.
  • Optional
  • Can contain up to 60 characters