Contract List

Validation details supported by Touchstone.

Project Data > Exposure Views > {Select an Exposure View} > Contract List

Note:

Touchstone does not support single-day contracts.

The following table details the validation rules for Touchstone fields related to contracts:

Field

Description

Validation Rules

Default Value

Contract ID

Unique, required, user-defined contract identifier

  • Required if you are creating a new record or editing an existing record

  • Contract IDs must be unique

  • Cannot begin with a space or contain commas or semicolons

  • Can contain up to 100 characters

Contract Type

One of the following contract types:

  • Primary Property

  • Facultative Property

  • Primary Workers' Compensation

  • Facultative Workers' Compensation

Defaults to a value in the Touchstone user interface

Primary Property

Exposure Set

Unique identifier for the exposure set to which this contract belongs

Read-only

Insured Name

Name of the insured party

  • Optional

  • Must be unique for the book

  • Can contain up to 60 characters

Producer Name

Name of the producer

  • Optional

  • Can contain up to 60 characters

Underwriter

Name of the underwriter

  • Optional

  • Can contain up to 60 characters

Branch

Name of the branch

  • Optional

  • Can contain up to 60 characters

ID of Expiring Contract

ID of the expiring contract

  • Optional

  • Can contain up to 100 characters

Terms Currency

Base currency for this contract

For analysis at the contract level, Touchstone converts all locations to this base currency.

Refer to the list of valid currency codes.

Defaults to a value in the Touchstone user interface

US Dollar (USD)

Currency Exchange Rate

Currency exchange rate

Read-only

Inception Date

Date of the first day on which coverage is effective

When importing data, use one of the following formats and select this format on the Options tab of AIR ImportExpress:

  • MM/DD/YYYY

  • DD/MM/YYYY

  • YYYYMMDD

  • YYYY-MM-DD

  • Required if you are creating a new record or editing an existing record

  • Defaults to a value in the Touchstone user interface

  • Date format is specific to locale of end user

  • Must be less than the expiration date

Note:

For inception and expiration dates, and other in-force dates, you must specify a date value between 01/01/1970 and 12/31/2038, inclusive, for dates based on US regional settings. If you are not using US regional settings, use a date value other than 01/01/1970, such as 01/01/1990.

1/1/[current year]

Expiration Date

Date of the last day on which coverage is effective

When importing data, use one of the following formats and select this format in the Options tab of AIR ImportExpress:

  • MM/DD/YYYY

  • DD/MM/YYYY

  • YYYYMMDD

  • YYYY-MM-DD

  • Required if you are creating a new record or editing an existing record

  • Defaults to a value in the Touchstone user interface

  • Date format is specific to locale of end user

  • Must be greater than the inception date

Note:

For inception and expiration dates, and other in-force dates, you must specify a date value between 01/01/1970 and 12/31/2038, inclusive, for dates based on US regional settings. If you are not using US regional settings, use a date value other than 01/01/1970, such as 01/01/1990.

12/31/[current year]

Status

One of the following contract submission statuses:

  • Bound

  • Cancelled

  • Expired

  • Quoted

  • Rejected

  • Renewal

  • Submitted

Defaults to a value in the Touchstoneuser interface

Submitted

Perils

Perils insured under this contract

Refer to the list of valid peril codes.

Note:

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

Defaults to a value in the Touchstone user interface

All perils (PAL)

Policy Form

User-defined policy form assigned to this contract

  • Defaults to a value in the Touchstone user interface

  • Can contain up to 60 characters

Unknown

Line of Business

User-specified line of business

  • Defaults to a value in the Touchstone user interface

  • Lines of business should be unique between property and workers' compensation, if you need to see data separately for property and workers' compensation.

  • Can contain up to 60 characters

Unknown

Location Count

Number of locations in this contract

Read-only

Layer Count

Number of layers in this contract

Read-only

Layer Level Reinsurance Count

Number of reinsurance treaties in the layer(s) in this contract

Read-only

Location Level Reinsurance Count

Number of reinsurance treaties associated with the location(s) that this contract covers

Read-only

Step Function

One of the following values to Indicate whether this contract includes a step function:

  • Yes

  • No

Read-only

Total Replacement Value

Total replacement value for each contract

  • Defaults to a value in the Touchstone user interface, provided that an exposure summary has been generated for the exposure view.

  • The TRV changes if you change the Display Currency settings on the Project ribbon.

TRV Currency

The currency used to calculate the TRV

  • Defaults to the currency selected when the exposure view was created.

  • Touchstone dynamically converts all location TRVs using the exposure view currency and conversion rate; it does not store these values in the database.

User Defined Field (UDF) 1

User-defined field #1

Used for purposes of aggregation

  • Optional

  • May be alphanumeric and may include hyphens and underscores

  • Can contain up to 60 characters

User Defined Field (UDF) 2

User-defined field #2

Used for purposes of aggregation

  • Optional

  • May be alphanumeric and may include hyphens and underscores

  • Can contain up to 60 characters

User Defined Field (UDF) 3

User-defined field #3

Used for purposes of aggregation

  • Optional

  • May be alphanumeric and may include hyphens and underscores

  • Can contain up to 60 characters

User Defined Field (UDF) 4

User-defined field #4

Used for purposes of aggregation

  • Optional

  • May be alphanumeric and may include hyphens and underscores

  • Can contain up to 60 characters

User Defined Field (UDF) 5

User-defined field #5

Used for purposes of aggregation

  • Optional

  • May be alphanumeric and may include hyphens and underscores

  • Can contain up to 60 characters