What are Summary Totals?
Summary Totals present a visual and consolidated overview of policies and accounts belonging to the same product line (e.g. Annuities, Life Insurance, AUM). Summary Totals are calculated rollups of specific product values and/or transactions across multiple policies or accounts.
Pre-Configured Summary Totals
Summary Totals come pre-configured for each major Product Line, including Annuities, Life Insurance, and Assets Under Management.
Annuity Summary Totals
Total Premium
Total Withdrawals
Total Penalty Free Withdrawal
Total Net Premium*
Total Account Value
Total Surrender Value
Total Benefit & Income Riders
Total Income Rider Only
Total Death Benefit
Life Insurance Summary Totals
Total Premium
Total Withdrawals
Total Net Premium*
Total Cash Value
Total Surrender Value
Total Death Benefit
Total Chronic Illness Rider
Total Terminal Illness Rider
Total Critical Illness Rider
Total Supplemental Term Rider
Total Loan Available
Total Loan Outstanding
Assets Under Management Summary Totals
Total Contributions
Total Withdrawals
Total Net Contributions*
Total Cash & Cash Investments
Total Market Value
Total Account Value
Total Margin
*Denotes summary total that represents a rollup of calculated transactions for this product line.
đ¨ Warning! For legacy customers, the product lines configured for each tenant may vary. If interested in implementing the available Swivel Summary totals, they will need to contact Support at [email protected].
Configure Display of Summary Totals
Users with Owner and/or Manager permissions have the ability to control which Summary Totals display by selecting/unselecting each Summary Total option. All summary totals will be selected by default.
Summary Total Calculation Breakdown
To verify the accuracy and transparency in how values are mapped and calculated for each total, click the amount to view an itemized breakdown by product, policy/account #, value and amount.
For transaction-based summary totals, clicking the amount will provide a summarized itemized list by product, policy/account # and net total amounts. The net total amount sums the transaction entries for each listed policy or account.
Mapping Values and Types of Summary Totals
A product value-based summary total aggregates mapped values within a product line. The majority of summary totals configured are product value-based.
Product value mappings are configured once per product and then applied consistently across all instances of that product.
A single product value can be mapped to multiple Summary Totals. For example:
Allianz 222 Annuity - Protected Income Value can be mapped to:
Total Benefit & Income Riders
Total Death Benefit
You can map product values to Summary Totals in either of the following ways:
From a clientâs Swivel Summary
From Settings
Mapping Values from a Client's Swivel Summary
Locate the product you want to map
Click Map Values
Map the product values to the appropriate Summary Totals
Click Close to save your changes
Mapping Values from Settings
Go to Settings > Advanced Setup > Products
Click the product you want to map
Scroll to Product Line Totals Mapping
Click Edit
Map the product values to the appropriate Summary Totals
Save your changes
A transaction-based summary total represents a rollup of all calculated transactions within that same product line.
This represents any transaction entries created within the dedicated Contributions/Withdrawals section of creating and managing a policy or account.
Mapping product values is not available for transaction-based summary totals.
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