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Swivel Summary Mapping Examples

Annuities - General Value Mapping Guideline

A general guideline for mapping annuity product values to Swivel Summary Snapshot Totals and Product Line Totals, applicable for any carrier - including carriers not currently supported by Swivel Sync.

This guideline can be applied to any carrier with annuity products. Most annuity products have the following values:

  • Premium
  • Withdrawals
  • Penalty Free Withdrawal (if applicable)
  • Surrender Value
  • Account Value
  • Income Rider Value (if applicable)
  • Death Benefit

Where a value does not already exist as a register value in Swivel, you can create it as a custom value and map it to the applicable Product Line Total and Snapshot Total. The steps below walk through identifying these values for your product, creating any custom values you need, and mapping them to Swivel Summary.

Step 1: Identify the Values

Section titled “Step 1: Identify the Values”

Using the carrier’s portal or a policy statement, locate each of the values above for the product:

Common NameAlso referred to as…
PremiumPurchase Premium, Premium Paid, Deposits, etc.
WithdrawalsTotal Withdrawals, Withdrawals Taken, etc.
Penalty Free WithdrawalFree Withdrawal Amount Available, etc.
Account ValueContract Value, Accumulation Value, etc.
Surrender ValueCash Surrender Value, etc.
Income Rider ValueIncome Account Value, Income Benefit Base, etc.
Death BenefitDeath Benefit: may be listed as separate value or equivalent to Account Value or Income Rider Value.

Step 2: Create Custom Values (as needed)

Section titled “Step 2: Create Custom Values (as needed)”

Where a value is not already configured as a register value, create a custom value for each annuity product offering. Name each custom value consistently so it is easy to identify during mapping.

Step 3: Map Values to Swivel Summary

Section titled “Step 3: Map Values to Swivel Summary”

Snapshot Totals Mapping

Section titled “Snapshot Totals Mapping”
Snapshot TotalMap Values to Totals
Total ContributionsPremium
Total WithdrawalsWithdrawals
Current BalanceAccount Value

Product Line Totals Mapping

Section titled “Product Line Totals Mapping”
Product Line TotalMap Values to Totals
Total PremiumPremium
Total WithdrawalsWithdrawals
Total Net PremiumMapping not available
Total Penalty Free WithdrawalPenalty Free Withdrawal
(if applicable; otherwise N/A or leave blank)
Total Surrender ValueSurrender Value
Total Account ValueAccount Value
Total Benefit & Income RidersIncome Rider Value
(if applicable; otherwise N/A or leave blank)
Total Death BenefitDeath Benefit
(or value equivalent - e.g. Account Value)