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.

Examples of CSV file names

       BostonConstructionCo_ContractData.csv

       BostonConstructionCo_LocationData.csv

  Unlike with CLASIC/2, 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. Click here for a table that summarizes the type of data exported for each contract type.

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). Click here for a table that shows the relationship between the columns in the original exposure data and in the exported contract.

Process overview (Portfolio mode)

To export contract exposure data to a CSV file:

1.      Open a project.

2.      Open an exposure view.

3.      Open the Contract List. The Contract ribbon on the Exposure tab includes a data area with the new Export Contract icon; the icon is dimmed until you highlight a contract. Export Contract is also available after you open a contract.

4.      In the grid, highlight the contract that you want to export. If you select multiple contracts, Export Contract will export only the last selected contract.

5.      On the ribbon, click Export Contract. The AIR ExportExpress window opens. The only available export type is "Contract to CSV".

6.      Under Export Exposure Information, select the type of data you want to export; you can select any or all contract data, location data (including workers' compensation data such as injury type), and reinsurance data. Any step function data, which applies only to Property exposures and not to workers' compensation exposures, will be exported as part of the contract data.

7.      Under Computing Resources, in the Number of Cores fields, enter the minimum and maximum number of cores to use for the export.

After configuring the export target, the export exposure information, and the number of cores, you are ready to specify the destination for the exported data.

Process overview (Underwriting Contract Mode)

To export contract exposure data to a CSV file:

1.      In the Contracts List, highlight the contract that you want to export and then, on the grid toolbar, click Export Contract . Or, from the Contracts List, open a contract and then, on the ribbon, in the Management area, click Export Contract.

1.       The AIR ExportExpress window opens. The only available export type is "Contract to CSV".

2.      Under Export Exposure Information, select the type of data you want to export; you can select any or all contract data, location data (including workers' compensation data such as injury type), and reinsurance data. Any step function data, which applies only to Property exposures and not to workers' compensation exposures, will be exported as part of the contract data.

3.      Under Computing Resources, in the Number of Cores fields, enter the minimum and maximum number of cores to use for the export.

After configuring the export target, the export exposure information, and the number of cores, you are ready to specify the destination for the exported data.

 

 

© 2016 AIR Worldwide. All rights reserved.

Click here for information about AIR Worldwide, including copyright, trademarks, confidentiality, and contact information.

Touchstone V3.0 Updated December 01, 2016