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Import data from external sources
You can import exposure data, map layers, projects, and reinsurance packages from external sources into Touchstone databases.
About importing exposure data
You import exposure data into a Touchstone exposure database and into an exposure set.
Reference: Importing .csv Files
Import & Mapping Data tab
Use the ImportExpress Import & Mapping Data tab to specify mapping set and file selection, destination database and exposure set, and creation of exposure views in projects.
Field Mapping window
Edit field mappings in ImportExpress is used to map fields and set default values before importing exposure data.
Step Function tab
Map ImportExpress step function fields.

Using Touchstone online Help
You can access the top-level or context-sensitive Touchstone online help from within the application or from the Client Portal. You can then search for content, bookmark pages, and generate output to other formats.
Import data from external sources
You can import exposure data, map layers, projects, and reinsurance packages from external sources into Touchstone databases.
- Differences between property and workers' compensation exposure data
  Workers' compensation policies and certificates require special consideration at the policy/certificate and location levels.
- About aggregating similar risks
  Aggregating similar risks can reduce import and analysis times, as well as reducing disk space requirements, while still maintaining the validity of loss estimates.
- ImportExpress
  Use ImportExpress to import contract and exposure data from external sources into Touchstone databases, regardless of the format of the source.
- About importing exposure data
  You import exposure data into a Touchstone exposure database and into an exposure set.
  - Preparing comma separated values (*.csv) import files
    Before importing .csv (comma-separated values) files into Touchstone via ImportExpress, you must prepare the files.
  - Preparing Open Exposure Data .csv import files
    Before importing OED .csv (comma-separated values) files into Touchstone via ImportExpress, you must prepare the files.
  - Import Comma Separated Values (CSV) files
    Use ImportExpress to import comma-separated values (.*.csv) files into Touchstone.
  - Importing Open Exposure Data .csv files
    Use ImportExpress to import Open Exposure Data (OED) comma-separated values (.csv) files directly into Touchstone.
  - Reference: Importing .csv Files
    - Import & Mapping Data tab
      Use the ImportExpress Import & Mapping Data tab to specify mapping set and file selection, destination database and exposure set, and creation of exposure views in projects.
      - New Mapping Set dialog box
        Create a new mapping set in ImportExpress.
      - Field Mapping window
        Edit field mappings in ImportExpress is used to map fields and set default values before importing exposure data.
        Contracts or Accounts Field Mapping tab
        Map ImportExpress contracts or accounts fields that were not automapped by Touchstone.
        Locations Field Mapping tab
        Map ImportExpress locations fields.
        Reinsurance tab
        Map ImportExpress reinsurance fields.
        Step Function tab
        Map ImportExpress step function fields.
        Field Mapping tab
        In the Field Mapping window, map ImportExpress step function fields.
      - Value Mapping window
        Map custom, user-defined terms in fields in ImportExpress to valid Touchstone values.
    - Options tab (.csv import files)
      In ImportExpress, specify the import options for importing .csv and Open Exposure Data (OED) files.
    - Required fields in import files
      ImportExpress requires certain fields in import files.
  - Importing data from EDM exposure databases
    Even when data is not stored in an open data format, Touchstone supports the import of data that is stored in proprietary RMS EDM (exposure data model) databases.
- Import a project
  Touchstone enables you to import a project that another Touchstone user previously exported.
- Importing map layers into Touchstone
  Use Map Layer Import to import map layers (custom GIS data) from raster or vector files into Touchstone.
- View import logs
  Import logs provide useful information, especially if you need to troubleshoot an import.
- About verification, import logs, and rejection files
  When you submit a .csv file for import, ImportExpress validates the contract, location, and reinsurance exposure data to see whether the exposure data is acceptable for import.
- About verifying import and mapping data
  The verification process validates contract, location, and reinsurance exposure data to see whether the data is acceptable for import. It does not import data automatically after the process is complete.
Projects and exposure views
Projects are a useful way to organize your data. They contain exposure views that contain the data that you want to focus on.
Geospatial analysis
Geospatial analysis enables you to perform a deterministic risk analysis with your own view of risk on accumulations of property exposures and workers' compensation information in given areas exposed to natural and man-made catastrophes.
Exposure data validation
Verisk provides a reference containing information about Touchstone exposure data.
Data Quality analysis
The most effective way to assess and enhance portfolio-level or contract-level catastrophe exposure data is to use Touchstone's Data Quality diagnostics. These diagnostics enable you to determine the strengths and weaknesses of the exposure data you are using for analyses and supplement that data when it is missing or weak.
Hazard analysis
Hazard analysis enable you to identify the relevant catastrophe hazards for locations in your exposure data.
About loss analyses
Touchstone enables you to model catastrophic (CAT) events to estimate property and workers' compensation losses.
Reinsurance
The Reinsurance Program Manager enables you to create, import, and manage reinsurance programs.
Touchstone data export types
Touchstone enables you to export different types of data.
Activity Monitor
The Activity Monitor displays the status of all activities.
Managing data sources
Use Data Source Management to manage Touchstone databases.
User model management
Use User Model Management to build custom non-Verisk models and seamlessly integrate them into Touchstone.
Model Builder
Administration Console
User interface
Reference: Common Help topics

Step Function tab

Map ImportExpress step function fields.

Global menu bar > Import > Exposure > Comma Separated Values (CSV) > Import & Mapping Data > Edit Mappings > Field Mapping window > > Step Function tab

Note: Import of Open Exposure Data (OED) in ImportExpress does not currently support import of step function files.

In the Field Mapping window, on the Step Function tab, perform the following actions:

In the FileName field, note the name of, and the path to, the step function import file.
On the Field Mapping tab, map fields in your source import file that ImportExpress did not recognize during the automapping process.
Note:

Note: You must map at least the required fields. We recommend that you also map additional fields in the import files to Touchstone fields. The more risk-specific information you import, the more accurate your loss results will be.

Note: Each indicates successful mapping of required fields. Each indicates that further mapping actions are needed.