Primary Property or Workers' Compensation Contract Policy Fields for Import

 

The table below lists all the Touchstone policy fields to which you can map comma-separated values (CSV) import data for primary property or primary workers' compensation contracts. In addition, this table lists the Touchstone user interface field and database field that correspond to each import field and provides a link to the description of and validation rules for each import field.

Import Field

User Interface Field

Database Field

Required

Contract ID

Contract ID

tContract.ContractID

Required

Insured Name

Insured Name

tContract.InsuredName

Required

Producer Name

Producer Name

tContract.ProducerName

 

Underwriter

Underwriter

tContract.Underwriter

 

Branch Name

Branch

tContract.Branch

 

ID of Expiring Contract

ID of Expiring Contract

tContract.ExpiringContractID

 

Status

Status

tContract.SubmitStatusCode

 

Currency

Currency

tContract.CurrencyCode

 

Inception Date

Inception Date

tContract.InceptionDate

 

Expiration Date

Expiration Date

tContract.ExpirationDate

 

Perils

Perils

  To specify multiple perils in a single entry within an import file, separate the corresponding peril codes with a + symbol (e.g., PWH+PES).

tContract.PerilSetCode

 

Line of Business

Line of Business

tContract.UserLineofBusiness

 

Policy Form

Policy Form

tContract.PolicyForm

 

User Defined Field 1 (UDF 1)

User Defined Field (UDF) 1

tContract.UserDefined1

 

User Defined Field 2 (UDF 2)

User Defined Field (UDF) 2

tContract.UserDefined2

 

User Defined Field 3 (UDF 3)

User Defined Field (UDF) 3

tContract.UserDefined3

 

User Defined Field 4 (UDF 4)

User Defined Field (UDF) 4

tContract.UserDefined4

 

User Defined Field 5 (UDF 5)

User Defined Field (UDF) 5

tContract.UserDefined5

 

 

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Touchstone V3.0 Updated December 01, 2016