Importing ACORD Files

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

Note:

You can import ACORD-formatted data for primary contracts only. Touchstone does not support this format for facultative contracts.

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

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

Procedure

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. See the "Selecting ACORD Import Files" Help topic.
  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. Set the ACORD import options.
  5. [Optional] Clear the Close on Import check box to keep the Import Project window open after you submit the import job.
  6. Click Import.

Next Steps

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

Note:

The Import statuses are Completed, Completed With Exceptions, and Failed.

Note:

To view logs in Touchstone, you must first configure Notepad or WordPad as the default application for opening text files on your computer.