Exporting Contract Exposure Data to CSV Files
Contract to CSV enables you to extract contract, location, and reinsurance data from a single contract to a shared network drive so that you can exchange the data with colleagues. This function is available in Portfolio Mode and Underwriting Contract Mode.
AIR ExportExpress creates a separate CSV file for each type of exposure data that you select. For example, if you select "Contract Data" and "Location Data," the destination folder will contains two CSV files, each of which includes the contract name as the prefix and the type of data. When you include contract data, the export CSV includes policies, layers, sublimits, and step functions.
The following are examples of CSV file names:
-
BostonConstructionCo_ContractData.csv
-
BostonConstructionCo_LocationData.csv
You can use AIR ImportExpress to re-import the exported CSV file.
Since Touchstone supports both primary and facultative contracts, AIR ExportExpress exports fields that are stored for facultative contracts. The contract type distinguishes between primary and facultative contracts. The following table summarizes the type of data exported for each contract type.
Type of Data |
Primary Property |
Facultative Property |
Primary Workers' Compensation |
Facultative Workers' Compensation |
---|---|---|---|---|
Contract |
Yes |
Yes |
Yes |
Yes |
Location |
Yes |
Yes |
Yes |
Yes |
Reinsurance |
Yes |
Not applicable |
Yes |
Not applicable |
Step Function |
Yes |
Not applicable |
Yes |
Not applicable |
If a layer in your original exposure data includes attachment point amounts (limits by coverages A-D), AIR ImportExpress converts the layer attachment amounts to sublimit attachments (A-D). As a result, when you export a contract created with the imported exposure data, the sublimit attachment columns (SublimitAttachA, SublimitAttachB, SublimitAttachC, and SublimitAttachD), will contain the coverage-specific limits that were specified in the layer attachment columns (AttachmentPtA, AttachmentPtB, AttachmentPtC, and AttachmentPtD). The following table shows the relationship between the columns in the original exposure data and in the exported contract.
Original Exposure Data: Layer Attachment Column with Attachment Point Amounts with Coverage-Specific Limits |
Conversion |
Exported Contract: Sublimit Attachment Columns |
---|---|---|
AttachmentPtA |
SublimitAttachA |
|
AttachmentPtB |
SublimitAttachB |
|
AttachmentPtC |
SublimitAttachC |
|
AttachmentPtD |
SublimitAttachD |