Lincoln Financial
đ 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
Lincoln OptiBlend 5/7/10
Snapshot Totals Mapping
Snapshot Total | Map Values to Totals |
Total Contributions | Total Contributions |
Total Withdrawals | Total Withdrawals |
Net Contributions | Mapping not available |
Current Balance | Account Value |
đ Quick Tip: Total Contributions and Total Withdrawals Snapshot Totals map to Rollup Contributions and Rollup Withdrawals by default. đ See also Mapping Transactions to Snapshot Totals.
Product Line Totals Mapping
Product Line Total | Map Values to Totals |
Total Premium | Total Contributions |
Total Withdrawals | Total Withdrawals |
Total Net Premium | Mapping not available |
Total Penalty Free Withdrawal | Available Free Amount |
Total Surrender Value | Surrender Value |
Total Account Value | Account Value |
Total Benefit & Income Riders | Account Value |
Total Death Benefit | Death Benefit Amount |
N/A* means there is no corresponding value supported by Swivel Sync and/or is not available on the institution portal site. đ See also Lincoln Financial to view full list of Swivel Sync-supported values.
đ Quick Tip: You can create a custom value to manually track or store additional value information. Once configured, custom values are also available mapping options on Swivel Summary. đ See also Manage Values.