Attaching a policy dataset to a location dataset (that is already imported into SpatialKey) will allow you to use the dataset to calculate exposed limits or gain perspective and answer targeted questions about exposures in your portfolio. If you don’t have a dataset ready for this but still want to follow along with an example, you can download sample date here (download .zip package).

To begin, select the Manage Data tab and find your dataset.  Click on the gear icon to view data settings and select the “Portfolio Setup” option on the left side of the screen.

Click “Attach a Policy File” to select and import your policy dataset.  Note that only dataset Creators/Editors can attach a policy file.

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Preview the data and make any necessary adjustments to the field types and which fields are included in the import.

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After your policy file uploads, identify which fields from each dataset link these two files together.

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Configure the perils included in your policy file.  If you select “multiple”, you will be asked to identify a field in your policy file containing the peril information.

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If you selected “multiple”, you will be presented with a list of available perils in your data.  Simply, check the perils to enable.  Generally, you will want to “select all” perils from your policy dataset, so you don’t have to re-configure later to add more perils.

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Note that peril names from the source data will be used in SpatialKey, so be sure to name them appropriately in the dataset before importing into SpatialKey.

That’s it, your policy file is now uploaded and attached to your location dataset.

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Now you can continue with the setup to enable additional features and apps.