Import & Mapping Data Tab (ACORD Binding Authority)

Input File

(Required) Specifies the ACORD-formatted spreadsheet file that you want to import. Click and select the desired ACORD input file. For more information about importing ACORD-formatted files, see Importing ACORD Files.

Refresh source data

Enables you to refresh the source data on the Import & Mapping Data tab.

SQL Server

Displays the currently specified SQL server into which Touchstone will import your data.

Database

(Required) Specifies the target database in which you want Touchstone to save your imported data. Select the desired database or create a new database by entering a unique database name.

Exposure Set Name

(Required) Specifies the target exposure set in which you want to save your imported data. Select the desired exposure set or create a new exposure set by entering a unique exposure set name.

Create an Exposure View (in a New or Existing Project)

Specifies whether you want to create/specify an exposure view during the import process. If you want to create/specify an exposure view during the import process, select this check box. Then, select or enter the desired project and exposure view. If you do not want to create an exposure view during the import process, clear this check box.

Projects

Specifies the name of the project that contains the exposure view into which you want to import your data during the import process. Select the project in which you want to create the new exposure view or add to an existing exposure view. Alternately, to create a new project during the import, enter a name for the new project.

Project Currency

If you created a new project in the Projects field, specify the currency and exchange rate to use in the project. Touchstone uses the project currency to display monetary values in the exposure summary dashboard and run analyses. You can change the project currency at any time. The project currency overrides the global currency rate settings in the Administration Console.

Exposure Views

Specifies the name of the exposure view into which you want to import your data during the import process. Enter a name for the new exposure view that you want to create during the import process. Alternately, to add the data that you are importing into an existing exposure view, select the desired exposure view.

Auto-generate exposure summary

Specifies whether you want to auto-generate an exposure view summary during the import process. If you want to auto-generate an exposure view summary during the import process, select this check box. If you do not want to auto-generate an exposure view summary during the import process, clear this check box.