Map Values to Swivel Summary Totals

Overview

Product values can be mapped to Swivel Summary totals so those values are included in Swivel Summary calculations. Contributions & Withdrawals transactions can also be rolled up to populate certain Swivel Summary totals.

When a product value is not mapped to a Swivel Summary total, that value is not included in the calculation for that total and may result in a blank or incomplete total.

Tip

🔍 Tip: Product values are mapped to Swivel Summary totals once per product. After a product’s values are mapped, the same mapping configuration applies to all instances of that product attached to contacts in your account.

What Can Populate Swivel Summary Totals?

Swivel Summary totals can be populated from two sources:

• Product values: Values stored on a policy or account, such as Current Value or Cash Value.
• Contributions & Withdrawals transactions: Transaction records entered in the Contributions & Withdrawals section of a policy or account.

Where Can I Map Product Values?

You can access product value mapping from several locations:

Where	When to Use It
Contact’s Swivel Summary	Map values for a product while viewing a client’s Swivel Summary.
Mapped Products Report	Find and manage product-value mappings across the products your organization offers.
Settings > Advanced Setup > Products	Configure mappings for a specific product.

Select the product values you want to map, then assign them to the appropriate Swivel Summary totals. The available mapping options depend on the product and totals being configured.

For information about finding and managing product-value mappings across your account, see Mapped Products Report.

Mapping Product Values to Snapshot Totals

Snapshot Totals provide a point-in-time view of policy or account values. For more information, see Snapshot for Swivel Summary.

You can map product values to:

• Total Contributions
• Total Withdrawals
• Current Balance

Mapping Total Contributions & Total Withdrawals

For Total Contributions and Total Withdrawals, you can choose one of two methods:

Method	How It Works
Map a product value	Select a product value to populate the Snapshot Total.
Roll up transactions	Calculate the Snapshot Total from Contributions & Withdrawals transactions recorded in Swivel.

If you choose to roll up transactions:

• Total Contributions includes all transactions whose transaction type has an intent of Transfer or Contribution.

• Total Withdrawals includes all transaction whose transaction type has an intent of Withdrawal.

Note

📌 Note: Transaction-based rollups include only transactions whose transaction type has an intent of Transfer, Contribution, or Withdrawal. Transactions with unspecified or unsupported intents are not included in Snapshot Totals. For more information on managing transaction types, see Transactions and Transaction Types and Adding New Transaction Types.

Net Contributions

Net Contributions is calculated automatically from Total Contributions and Total Withdrawals. It cannot be mapped directly.

Mapping Product Values to Estate Overview

Estate Overview displays calculated rollups of mapped product values.

In the Estate Overview Mapping section, select the product value that should contribute to the Estate Overview.

Mapping Product Values to Product Line Totals

Product Line Totals display calculated rollups of mapped product values for a product line.

In the Product Line Totals Mapping section, select the product values that should contribute to each Product Line Total.

For more information on Product Line Totals, see Product Line Summary Totals for Swivel Summary.

Reviewing Product Value Mapping Status

To review mapping status across products, use the Mapped Products Report.

The report shows whether product values are:

• Mapped
• Partially Mapped
• Unmapped
• Setup Needed

You can also map product values directly from the report.

Swivel Summary Mapping Examples

For institution-specific examples of how product values can be mapped to Swivel Summary totals, see Swivel Summary Mapping Examples.