Constructing a CSV Contracts File

Constructing CSV Contracts files.

Procedure

To construct a CSV contracts file:

  1. Enter a row of data to represent a policy (contract).

    A CSV contracts file must contain at least one policy (contract).

  2. [Optional] To add a layer to this policy, append the layer-specific fields to the same row that contains the policy data.
  3. To include additional layers for this policy, copy the policy data from the existing policy/layer row into a new row within the file, and then append the layer-specific fields for this new layer to the same row that contains the copied policy data.

    The copied policy data links the layer to the policy. Including the policy data in multiple layer rows in this way does not result in duplicate policies within Touchstone.

  4. Repeat the previous step for any additional layers that you want to include.
  5. [Optional] To add a sublimit for any layer within this policy, append the sublimit-specific fields to the same row that contains the policy and layer information.
  6. To include additional sublimits for any layer within this policy, copy the policy and layer data from the layer row into a new row within the file, and then append the sublimit-specific fields for this new sublimit to the same row that contains the copied policy and layer information.

    The copied policy and layer data links the sublimit to the layer and policy. Including the policy and layer data in multiple sublimit rows in this way does not result in duplicate policies or layers within Touchstone.

  7. [Optional] Repeat the previous step for any additional sublimits that you want to include.
  8. [Optional] To include multiple policies in this CSV contracts file, repeat this procedure for each additional policy that you want to include.

Sample CSV Contracts File

The following example shows an excerpt from a sample CSV contracts file: