Exporting and Importing Filters

 

You can export any filter that you create when creating or modifying an exposure view. You can then import any of those filters into any exposure view that you are creating or editing. This feature is especially useful when you create a complex filter that you would like to apply to a different exposure view. Touchstone does not put any limits on the complexity of the filter that you export.

Here is a simple usage example: You create an exposure view with a filter defined for Massachusetts and the Tropical Cyclone and Severe Storm perils. You export the filter. To use the same filter with a different exposure view, you import the filter and the Filters area displays those same filter definitions. If you import a filter into an existing exposure view, be aware that the imported filter replaces the previous filter.

When you open the new or updated exposure view, the map displays only the locations for Massachusetts. The contract list includes all contracts that include the perils specified in the filter. If contracts include the perils specified in the filter AND includes other perils, the view includes those contracts, too. For example, assume that you apply the preceding filter to an exposure view that includes contracts with "all" perils specified in the contract, including Tropical Cyclone and Severe Storm. The new or updated exposure view will include those contracts.

You may want to import a filter that contains most of your criteria and then modify it as needed.

Process overview

To export a  filter when creating a new exposure view or modifying an existing exposure view:

1.      In the Create New Exposure View pane, or in the Modify Exposure View pane, expand the Filters area and create or edit the filter.

2.      In the upper right corner of the Filters area, click Export Filter.

3.      In the Save As dialog box, navigate to the location where you want to save the filter and then enter a filter name.

4.      Click Save.

5.      Create or update the exposure view.

To import a filter when creating or updating an exposure view:

1.      In the Create New Exposure View pane, or in the Modify Exposure View pane, expand the Filters area and create or edit the filter.

2.      in the upper right corner of the Filters area, click Import Filter.

3.      In the Save As dialog box, navigate to the location where the filter resides and select it.

4.      Click Open.

5.      Click Create or Update to create or update the exposure view with the imported filter.

 

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Touchstone V3.0 Updated December 01, 2016