Clear Spring

Clear Spring

Note

📌 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

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Highlander

Snapshot Totals Mapping

Snapshot Total	Map Values to Totals
Total Contributions	Rollup Contributions
Total Withdrawals	Rollup Withdrawals
Net Contributions	Mapping not available
Current Balance	Account Value

Tip

🔍 Quick 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	N/A*
Total Withdrawals	N/A*
Total Net Premium	Mapping not available
Total Penalty Free Withdrawal	Available Free Withdrawal Amount
Total Surrender Value	Surrender Value
Total Account Value	Account Value
Total Benefit & Income Riders	Account Value
Total Death Benefit	Account Value

Note

N/A* means there is no corresponding value supported by Swivel Sync and/or is not available on the institution portal site**.** 🔗 See also Clear Spring to view full list of Swivel Sync-supported values.

Tip

🔍 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. 🔗 See also Manage Values.