📌 Note: The mappings shown are provided only as an example of how users can configure their Swivel Summary. Users should consult and defer to their own compliance team for review and approval before implementing.
The following value mapping example is based on the following:
a default product line and pre-configured product line summary totals
a Swivel Sync-supported carrier/institution
a Swivel Sync-supported product offering and supported values
Summit Bonus Index
Snapshot Totals Mapping
Snapshot Total | Map Values to Totals |
Total Contributions | |
Total Withdrawals | |
Net Contributions | Mapping not available |
Current Balance | Account Balance |
🔍 Tip: Total Contributions and Total Withdrawals Snapshot Totals map to Rollup Contributions and Rollup Withdrawals by default. 🔗 See also Mapping Transactions to Snapshot Totals.
Product Line Totals Mapping
Product Line Total | Map Values to Totals |
Total Premium | Initial Premium |
Total Withdrawals | Not available with Swivel Sync* |
Total Net Premium | Mapping not available |
Total Penalty Free Withdrawal | Not available with Swivel Sync* |
Total Surrender Value | Surrender Value |
Total Account Value | Account Balance |
Total Benefit & Income Riders | Income Account Balance |
Total Death Benefit | Not available with Swivel Sync* |
*For values not available on carrier website or not yet supported by Swivel Sync, users can create a custom value and manually track or store additional value information. See also Manage Values.