Site Parameters

Purpose: The Site Parameters page provides a centralized view of configurable, site-level values used by the system to influence specific behaviors. This page is used by system administrators and implementers to view, filter, and adjust parameter's Value based on deployment requirements.

Accessing the Site Parameters Page in Site Manager

  1. Sign in as a user with administrative permissions.
  2. Navigate to General SettingsSite Parameters.
  3. The Site Parameters landing page displays:
    1. ID (unique numeric value)
    2. Description of the parameter
    3. Category
    4. Current configured Value
    5. Cloud Support (checked in green if supported)
  4. Use the search boxes to filter by:
    1. parameter ID
    2. partial description text
    3. category
  5. Click on a parameter row to open the Site Parameter Details panel.
  6. Review the parameter tooltip for inline guidance.
  7. Modify the value as needed.
  8. Click Save.

Site Parameter Categories

Each Site Parameter is assigned to a category that indicates the primary functional area or system scope in which the parameter is used. Categories indicates the primary area of system impact for a Site Parameter and are used for organization and navigation purposes only.

Authentication

Parameters that apply to identity verification rules, PIN validation, attempt limits, and multi-factor authentication settings.

Call Navigation

Parameters that apply to call-flow routing decisions and conditional navigation behavior.

Certificates

Parameters that apply to the presentation and handling of Certificate related information.

Checking

Parameters that apply to limits and retrieval rules specific to Checking Account data.

Core Specific

Parameters that apply to core-processor-specific integrations that map platform behavior to core data, codes, and rules.

Credit/ ATM/ Debit Cards

Parameters that apply to card identification, formatting, playback, and card related transaction retrieval.

Fraud Prevention

Parameters that apply to fraud controls, data masking rules, thresholds, and risk-related handling.

Global

Parameters that apply broadly across the system and affect general behavior, formatting, limits, and platform configuration.

IRAs

Parameters that apply to the presentation and handling of IRA specific information.

Loans

Parameters that apply to limits, descriptors, and retrieval behavior for loan-related data.

Mortgages

Parameters that apply to the presentation and handling of mortgage-specific information.

Noun Management

Parameters that apply to system terminology and descriptive labels used when presenting entities to users.

Operational

Parameters that apply to operational requirements and system data completeness checks.

Stop Payments

Parameters that apply to stop-payment messaging, fees, and processing details.

Transaction History

Parameters that apply to transaction retrieval limits, lookback periods, formatting, and history access behavior.