Options Tab (ACORD Binding Authority)

Global menu bar > Import > Exposure > ACORD® Binding Authority > Options Tab

Field

Description

Import Scheduling

Specifies whether Touchstone should perform the data import immediately or schedule the data import for a specific date and time. Select one of the following options:

  • Import/Execute immediately

  • Schedule on

If you select Schedule on, you must also choose the desired date and time for the job.

Note:

This field is applicable only for data import and for Detailed Loss Analyses in Portfolio Mode. This field is not available for a Geospatial analysis or for analyses in Underwriting Contract Mode.

Priority

Specifies the desired priority for this data import. Select one of the following options:

  • Low

  • Normal

  • High

  • Top Priority

Number of Cores

Specifies the minimum and maximum number of cores that Touchstone should use to perform this import. Enter the number of cores. The setting must meet the following criteria:

  • Each setting (minimum and maximum) must be greater than 0.

  • Each setting must be less than or equal to the total number of cores available in your Touchstone system configuration.

  • The minimum number of cores must be less than or equal to the maximum number of cores.

  • The maximum number of cores must be greater than or equal to the minimum number of cores.

For more information, see Guidelines to Specifying the Number of Cores.

If Duplicate Contracts

Specifies which action Touchstone should perform if policy IDs in the import files match existing policy IDs in the destination data source. Select one of the following options:

Skip and raise error

Touchstone does not import contracts with duplicate policy IDs and reports the errors in the import log.

Append

Touchstone adds all location-level contract data from the import files to the existing contract record and reports the activity in the import log. In this case, Touchstone ignores layer, sublimit, and reinsurance information for the duplicate contract.

Replace

Touchstone replaces all existing contract data with the information contained in the import files and reports the activity in the import log.

Note:

If you select the Append or Replace option, any analysis results for the existing contract will be out of sync with the exposure data in the contract after the import completes.

If Error

Specifies which action Touchstone should perform if there are location records that AIR ImportExpress cannot import. Select one of the following options:

Skip any bad locations

Touchstone does not import location records containing errors and reports the errors in the import log.

Note:

If you select the Skip any bad locations option, use the import log to identify the bad locations and make any necessary changes. Then re-import the corrected file, with the If Duplicate Contracts option set to Append. This adds the corrected locations to the exposure data that was imported during the first import.

Skip any bad contracts

Touchstone does not import contracts containing location records with errors and reports the errors in the import log.

If Locations Have Non-Zero Geocode Data

Specifies whether Touchstone should preserve or overwrite user-supplied and premium latitude and longitude values in your data files. Select one of the following options:

  • Preserve user-supplied and premium latitudes and longitudes

  • Preserve premium geocoding latitudes and longitudes

  • ">Overwrite user-supplied and premium latitudes and longitudes

Note:

By default, AIR ImportExpress geocodes non-geocoded locations. For more information, see Using Geocoding in Touchstone on the AIR Client Portal.

Geocoder

Specifies which geocoding tool Touchstone should use during the import. Select one of the following options:

  • AIR Geocoder

  • Premium Geocoding (Optional Licensing)

Offshore IED Platform Validation

Specifies how Touchstone validates and fills in missing information or corrects values for offshore platforms (a type of exposure that is different from typical buildings). Touchstone validates the exposure data against an Offshore Industry Exposure Database (IED).

Log Statistic Currency and Rate

Specifies which currency, such as US Dollar, Touchstone should use for import log statistics. Select the desired currency in the list.

For example, if your import files contain exposure data in different currencies, Touchstone uses this setting to convert all relevant import log statistics to the same currency.

This setting does not affect the currencies that you have included in your imported exposure data.

Note:

The Rate field is read-only and indicates the default exchange rate table that the administrator has specified to convert the summary statistics to the common currency that Touchstone uses in the import log statistics. The Rate field may display AIR Default, Custom, or Euro-based.

Remember Settings

Specifies whether AIR ImportExpress should preserve your current import options settings for future import jobs. Select this check box to preserve your settings. Clear this check box to apply your settings only to the current import job.

AIR ImportExpress does not save the import options with the mapping set. However, the Remember Settings option enables you to preserve your settings.

Refresh

Enables you to refresh the settings on the Options tab, including the Number of Cores settings.

For detailed information about setting options for ACORD Binding Authority data import, see Setting the ACORD Import Options.