Minimum Required Fields for Import

The following table lists the minimum set of fields that you must include in your exposure data files to import contract and exposure data successfully into Touchstone. When you use AIR ImportExpress to import comma-separated values (CSV) data, Touchstone indicates these required fields in the Required Fields area of each Field Mapping tab in the AIR ImportExpress window.

 

AIR recommends that you also include additional fields in your import files and map these import fields to Touchstone fields. The more risk-specific information you import, the more accurate your loss results will be.

Policy Type

Record Type

Required Fields

Primary Policy

Contract

       Contract ID

       Insured Name

       Layer ID

       Total Limit (Limit 1)

Location

       Contract ID

       Location ID

       Address Information

       Replacement Values

 

Address information can include any combination of country, address, city, area/state, county, postal code, and/or CRESTA zone.

Reinsurance

       Contract ID

       Reinsurance ID

       Exposure ID

Step Function

       Contract ID

Facultative Property

Contract

       Certificate ID

       Insured Name

       Layer ID

       Participating Layer Amount

       100% Layer Amount

Location

       Certificate ID

       Location ID

       Replacement Values

       Address Information

 

Address information can include any combination of country, address, city, area/state, county, postal code, and/or CRESTA zone.

Primary Workers' Compensation

Contract

       Contract ID

       Insured Name

       Layer ID

       Total Limit (Limit 1)

Location

       Contract ID

       Location ID

       Number of Employees / Annual Payroll

       Address Information

 

Address information can include any combination of country, address, city, area/state, county, postal code, and/or CRESTA zone.

Reinsurance

       Contract ID

       Reinsurance ID

       Exposure ID

Facultative Workers' Compensation

Contract

       Certificate ID

       Insured Name

       Layer ID

       Participating Amount

       100% Layer Amount

Location

       Contract ID

       Location ID

       Number of Employees / Annual Payroll

       Address Information

 

Address information can include any combination of country, address, city, area/state, county, postal code, and/or CRESTA zone.

 

 


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Touchstone 5.0 Updated July 09, 2019