Sentinel Security Life

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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Summit Bonus Index

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 Balance

Tip

🔍 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*

Note

*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.