Confirm Exposure & Select Formats Section

Export > Projects

Procedure

To configure the Confirm Exposure & Select Formats section of the Manage Projects wizard:

  1. On the Exposure Views tab, select the exposure views to export.
  2. On the Exposure Formats tab, select CEDE 2.0 and configure the CEDE 2.0 section to export the exposure data in CEDE 2.0 format.

    You can choose to export exposure data only in UNICEDE/2 format.

    1. Specify how to save the exposure data in the databases:

      • Single Database/Mirror Exposure Set(s): Creates one database for each exposure set.

      • Mirror Databases/Exposure Set(s): Copies the existing database structure of the exposure sets. For example, if you export an exposure set that is split across three databases, Touchstone creates three databases.

      • Single/Database/Single Exposure Set per Exposure View: Creates one database for each exposure view.

    2. Specify the exposure data to include:

      • Only exposure set data with filters applied: Exports only the data in the exposure set that meets the filter criteria associated with the exposure views to export.

      • All exposure set data: Exports all the data for each exposure set and the exposure view filters associated with the exposure views.

    3. [Optional] Select Exclude Insured Name to exclude any names of insured parties from the exported data.
    4. [Optional] Select Exclude Premium to exclude the amount of any premiums from the exported data.
    5. [Optional] Select Exclude User Defined Fields (UDFs) to exclude any UDFs in the exported data.
    6. If you selected Single Database, in the Database field, specify a unique database to use and then specify a prefix for the exposure sets in the Exposure Set Prefix field.
    7. If you selected Mirror Databases, specify a prefix for the databases in theDatabase Name Prefix field.
  3. On the Reinsurance tab, select the reinsurance program to export.

    You can export reinsurance programs in RPX and CSV formats.