Skip to content
Swivel

Product

Products

A product is a specific offering within a product line and product type.

For example:

  • Allianz 222
  • American Equity IncomeShield

Adding a Product

Section titled “Adding a Product”

  1. From the left-side main menu, click the Settings tab > Advanced Setup

  2. Select the Product section > click Products

  3. From the Product page > click +New

  4. Complete the New Product form

    1. Product Offering Type

    2. Name

    3. Description

    4. Institution

    5. Default Statement Frequency

      1. None
      2. Monthly
      3. Quarterly
      4. Biannually
      5. Annually

    6. Expire duration optional

    7. Click Save.

Editing a Product

Section titled “Editing a Product”

  1. From the left-side main menu, click the Settings tab > Advanced Setup

  2. Select the Product section > click Products

  3. From the Product page > click or search for selected Product.

  4. From the 3 dot action menu, select Edit or click the product name and then select Edit.

  5. Complete the Edit Product form

    1. Product Offering Type

    2. Name

    3. Description

    4. Institution

    5. Default Statement Frequency

      1. None
      2. Monthly
      3. Quarterly
      4. Biannually
      5. Annually

    6. Expire duration optional

    7. Click Save.

Manage Values

Section titled “Manage Values”

Values represent what policy and account values are stored for a given product configured in Swivel. See also Values & Transactions.

Creating Value Names

Section titled “Creating Value Names”

Creating values for a specific product will allow users to store specific value data for any policy or account belonging to that respective product.

  1. From the product offering detail page, go to the Associated Values section > click Manage Values.
  2. To create a new value, click the +Add Value button > Type text in the Name field. Repeat this step as needed.
  3. Click Save.

Screenshot: Creating Value Names

Editing Value Names

Section titled “Editing Value Names”
  1. From the product offering detail page, go to the Associated Values section > click Manage Values.
  2. Find the value you want to update and click the Name field to edit. Repeat this step as needed.
  3. Click Save.

Screenshot: Editing Value Names

Deleting Value Names

Section titled “Deleting Value Names”

  1. From the product offering detail page, go to the Associated Values section > click Manage Values.

  2. Find the value you want to delete > click the delete icon.

  3. Delete Value pop-up appears. Confirm you want to delete all value entry logs associated to this value before proceeding.

    Screenshot: Deleting Value Names

  4. Click Delete Value.

  5. Repeat steps 3 and 4 as needed.

  6. Click Close.

Merge Products

Section titled “Merge Products”

  1. Select the Product section > click Products.

  2. From the Products page click

    Screenshot: Merge Products

  3. Complete the Merge Product Offerings form

    1. Merge From
    2. Merge to
    3. Remove original Product Offering after merge Recommended

  4. Click Merge.

Example

Section titled “Example”

A user wants to merge the following product to another product name.

OriginalTarget
Flexible Premium Deferred Annuity - NA Performance
Choice Plus 8		NA Performance Choice Plus 8

The Merge Product Offerings form is completed as the following:

Screenshot: Example

Here is a policy BEFORE the merge:

Screenshot: Example

Here is the same policy AFTER the merge:

Screenshot: Example