Options Tab (CSV)

Import Scheduling

Specifies whether Touchstone should perform the data import immediately or schedule the data import for a specific date and time. Select one of the following options:

• Import/Execute immediately

• Schedule on

  If you select Schedule on, you must also choose the desired date and time for the job.

Priority

Specifies the desired priority for this data import. Select one of the following options:

• Low

• Normal

• High

• Top Priority

For detailed information about setting the priority for a job and each of the priority settings, see Job Schedule and Priority .

Number of Cores

Specifies the minimum and maximum number of cores that Touchstone should use to perform this import. Enter the number of cores. The setting must meet the following criteria:

• Each setting (minimum and maximum) must be greater than 0.

• Each setting must be less than or equal to the total number of cores available in your Touchstone system configuration.

  The minimum number of cores must be less than or equal to the maximum number of cores.

  The maximum number of cores must be greater than or equal to the minimum number of cores.

For more information, see Guidelines to Specifying the Number of Cores.

If Duplicate Contracts

Specifies which action Touchstone should perform if policy IDs in the import files match existing policy IDs in the destination data source. Select one of the following options:

Skip and raise error

Touchstone does not import contracts with duplicate policy IDs and reports the errors in the import log.

Append

Touchstone adds all location-level contract data from the import files to the existing contract record and reports the activity in the import log. In this case, Touchstone ignores layer, sublimit, and reinsurance information for the duplicate contract.

Replace

Touchstone replaces all existing contract data with the information contained in the import files and reports the activity in the import log.

If Error

Specifies which action Touchstone should perform if there are location records that AIR ImportExpress cannot import. Select one of the following options:

Skip any bad locations

Touchstone does not import location records containing errors and reports the errors in the import log.

Note:

If you select the Skip any bad locations option, use the import log to identify the bad locations and make any necessary changes. Then re-import the corrected file, with the If Duplicate Contracts option set to Append. This adds the corrected locations to the exposure data that was imported during the first import.

Skip any bad contracts

Touchstone does not import contracts containing location records with errors and reports the errors in the import log.

If Locations Have Non-Zero Geocode Data

Specifies whether Touchstone should preserve or overwrite user-supplied and premium latitude and longitude values in your data files. Select one of the following options:

• Preserve user-supplied and premium latitudes and longitudes

• Preserve premium geocoding latitudes and longitudes

• Overwrite user-supplied and premium latitudes and longitudes

Geocoder

Specifies which geocoding tool Touchstone should use during the import. Select one of the following options:

• AIR Geocoder

• Premium Geocoding (Optional Licensing)

Offshore IED Platform Validation

Specifies how Touchstone validates and fills in missing information or corrects values for offshore platforms (a type of exposure that is different from typical buildings). Touchstone validates the exposure data against an Offshore Industry Exposure Database (IED).

Delimiter

Specifies which character separates fields in your import files. Select one of the following options:

• Comma (default)

  Tab

  Space

  Colon

  Semicolon

  Other

If you select Other, you must also enter the desired delimiter character in the accompanying text field.

Log Statistic Currency and Rate

Specifies which currency, such as US Dollar, Touchstone should use for import log statistics. Select the desired currency in the list.

For example, if your import files contain exposure data in different currencies, Touchstone uses this setting to convert all relevant import log statistics to the same currency.

This setting does not affect the currencies that you have included in your imported exposure data.

Order of Records

Specifies whether the records in your import files are already sorted. Select one of the following options:

• Sorted

• Unsorted (default)

If the records are already in the proper order, the import process can require less time because AIR ImportExpress can skip the step of sorting the records. Pre-sorting records in import files is especially important if you are importing large files (over one million locations). AIR recommends that you sort records before importing them.

Sorting requirements include the following:

Contract files

Sorted by contract ID and layer ID

Location files

Sorted by contract ID and location ID

Reinsurance files

Sorted by primary contract ID, exposure ID, exposure type, reinsurance type, reinsurance certificate ID, and reinsurance layer ID

Step function files

Sorted by primary contract ID, step function type, and step index

Date Format

Specifies the date format that you have used for dates in your import files. Select one of the following options:

• Default

• MM/DD/YYYY

• DD/MM/YYYY

• YYYYMMDD

• YYYY-MM-DD

Remember Settings

Specifies whether AIR ImportExpress should preserve your current import options settings for future import jobs. Select this check box to preserve your settings. Clear this check box to apply your settings only to the current import job.

AIR ImportExpress does not save the import options with the mapping set. However, the Remember Settings option enables you to preserve your settings.

Refresh

Enables you to refresh the settings on the Options tab, including the Number of Cores settings.