Constructing a CSV Contracts File
Procedure
To construct a CSV contracts file:
-
Enter a row of data to represent a policy (contract).
Note:
A CSV contracts file must contain at least one policy (contract).
-
To add a layer for this policy, append the layer-specific fields to the same row
that contains the policy data.
Note:
Layers are optional in a CSV contracts file.
-
To include additional layers for this policy, copy the policy data from the
existing policy/layer row into a new row within the file, and then append the
layer-specific fields for this new layer to the same row that contains the copied
policy data.
The copied policy data links the layer to the policy. Note that including the policy data in multiple layer rows in this way does not result in duplicate policies within Touchstone.
- Repeat the previous step for any additional layers that you want to include.
-
To add a sublimit for any layer within this policy, append the sublimit-specific
fields to the same row that contains the policy and layer information.
Note:
Sublimits are optional in a CSV contracts file.
-
To include additional sublimits for any layer within this policy, copy the policy
and layer data from the layer row into a new row within the file, and then append the
sublimit-specific fields for this new sublimit to the same row that contains the
copied policy and layer information.
The copied policy and layer data links the sublimit to the layer and policy. Note that including the policy and layer data in multiple sublimit rows in this way does not result in duplicate policies or layers within Touchstone.
- Repeat the previous step for any additional sublimits that you want to include.
- To include multiple policies in this CSV contracts file, repeat this procedure for each additional policy that you want to include.
Sample CSV Contracts File
The following example shows an excerpt from a sample CSV contracts file:
