CSV Contracts Files

Comma-separated values (CSV) contracts files contain the information about the policies, layers, and sublimits that you want to import into Touchstone. The following table describes each of these elements that you can include in a contracts file:

Contracts File Element

Description

Required

Policy

A policy (contract) element contains the overarching information about the policy, such as the line of business (LOB), status, and inception and expiration dates. Note that Touchstone uses the inception and expiration dates that you specify in the policy element to calculate losses.

Yes

Layer

A layer element contains information about the limits and deductibles that apply to all locations.

No

Sublimit

A sublimit element contains information about limits and deductibles that apply across multiple, but not all, locations. The Sublimit Area field in a sublimit entry within a contracts import file (Applies To Locations field in the Touchstone user interface) and the Sublimit Area field in a location entry within a locations import file link the location with the sublimit. You can apply a single sublimit area to a location. The following diagram illustrates this link between locations and sublimits:

No

Note:

For detailed information about the fields that you can import as part of a CSV contracts file, see the following topics: