Copying and Pasting LOB Values from a Spreadsheet into Touchstone

This method may be useful if you have multiple unrecognized values. You can copy the values from the LOB Mapping grid to a spreadsheet, edit the LOB values, and then paste the LOB values back into the Industry LOB or UNICEDE LOB column.

Procedure

To copy and paste LOB values from a spreadsheet into Touchstone:

  1. Navigate to the LOB Mapping tab.
  2. Right-click anywhere in the grid and do one of the following:

    • Select Select All from the shortcut menu.

    • Hold down Ctrl and press A.

  3. Right-click in the highlighted area and do one of the following:

    • Select Copy.

    • Hold down Ctrl and press C.

  4. Open a spreadsheet:
    1. Paste the copied data into a blank worksheet.

      The copied data includes the column headings.

    2. Enter LOB values in the Industry LOB or UNICEDE LOB column.

      The values must be valid for the associated country. In the spreadsheet, copy only the values that are in the Industry/UNICEDE LOB column.

  5. In Touchstone, on the LOB Mapping tab, select the target Industry LOB or UNICEDE LOB cells and paste the values from the spreadsheet into those cells.

    If you copy the same number of values into the same number of rows, Touchstone copies the values in sequence.

    If you copy seven LOB values into seven cells, Touchstone copies the first value into the first cell, the second value into the second cell, etc. However, Touchstone does not copy LOB values that are not valid for a particular country. You can also just copy one or more values from a spreadsheet and then paste them into multiple cells in Touchstone. For example, you can enter Commercial in the spreadsheet and copy it. Then, on the LOB Mapping tab, select the target cells and paste Commercial into all the selected cells.