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
- Sign in as a user with administrative permissions.
- Navigate to General Settings → Site Parameters.
- The Site Parameters landing page displays:
- ID (unique numeric value)
- Description of the parameter
- Category
- Current configured Value
- Cloud Support (checked in green if supported)
- Use the search boxes to filter by:
- parameter ID
- partial description text
- category
- Click on a parameter row to open the Site Parameter Details panel.
- Review the parameter tooltip for inline guidance.
- Modify the value as needed.
- 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.
400-DNA Core API - Type Codes For Current Year and Prior Year IRA Dividends
401-DNA Core API - Type Codes For Current Year and Prior Year IRA State Withholding
402-DNA Core API - Type Codes For Current Year and Prior Year IRA Federal Withholding
407-DNA Core API - Type Codes For Current Year and Prior Year IRA Penalty
410-Symitar – Retrieve Passcode from Comments
411-Symitar – Passcode Search String
412-Symitar – Passcode Inclusion Option
509-Phoenix Joint Member Processing
513-Keystone - Set Lock Flag to Disable Logins
514-Keystone - Invalid Attempts Before Disabling Logins
523-SymXchange Administrative Password
525-Symitar Valid Credit Card Tracking Types
526-Symitar Credit Card No Locations
551-Symitar Handle Credit Card as Loan
556-Symitar Payroll Deposit Options
557-Symitar Check Processor Code for Withdrawals
558-SymXchange Loan Transfer Record Transfer Type
577-DNA Core API - Drivers License ID Type
578-Keystone - Joint Account Types
579-Keystone - Joint Account Types For Smart Screen Pop Display
580-Keystone - Login Channel Serial for SmartApps Authentication
699-DNA Core API - Allow Withdrawals from Joint Accounts
714-Symitar – Card Reissue Code
715-Symitar – Card Block Status Reason Code
726-Symitar – External Loan Type
728-Symitar – Credit Card External Loan Type
729-Symitar – Invalid Attempts Before Freezing
753-Symitar – Joint Name Types For Smart Screen Pop Display
779-DNA Core API - Credit Card Last Payment Date Field
780-DNA Core API - Credit Card Last Payment Amt Field
781-DNA Core API - Credit Card Due Date Field
782-DNA Core API - Credit Card Credit Line Field
783-DNA Core API - Credit Card Balance Field
784-DNA Core API - Credit Card Avail Credit Field
785-DNA Core API - Credit Card Amount Due Field
794-Symitar Employee Account Types
797-Symitar – Joint Name Types
798-Spectrum – Joint Account Association Codes
848-Filter Restricted Shares_Loans
849-Spectrum – Joint Account Association Codes For Smart Screen Pop Display
887-DNA Core API - Treat Charged off Accounts as Closed Accounts
898-Keystone – Login ID Contents Description
910-Symitar Business Account Determination
911-Symitar Business Account Types
913-DNA Core API - Organization Pseudo Member Last Name
915-XP2 – XP2 Extended External Mortgage Special Feature is Enabled
919-DNA Core API - Pseudo Member Comparison Field
920-DNA Core API - Method to Retrieve Accounts in Retrieval - Screen Pop
921-DNA Core API - Include Rejected Transactions
923-CoreAPI Member Services Account Minor Type Code
960-Keystone – Login Channel for Home Banking
961-Keystone – Login Channel Mode for Home Banking
962-Keystone – Login Channel for Mobile Banking
963-Keystone – Login Channel Mode for Mobile Banking
964-Keystone - Card Mass Reissue Note Type
982-DNA Core API – Available Method Code
995-Joint Member Accounts Restricted
1022-Core API Employee Determination Method
1023-Core API Employee Person ID Types
1026-Keystone Return Primary Account For Person
1029-Symitar - Disable 0001 PIN check for IVR Access
1031-Stop Payment Fee Description
1032-Symitar - Treat Issued Card As Active
1035-Max Schedule Days in the Future
1036-SymXchange Card To Entity Reference Method
1043-SymXchange Service Code for Transfer Permissions
1053-Spectrum Memo Number For Notes
1055-Symitar – Exclude Expired Tracking Record
1058-Remove Primary Restricted Accounts
1059-Primary Restricted Account Types_Roles
1060-Primary Restricted Owner Types_Roles
1062-Spectrum_Use Member Restrictive Flags For Frozen
1063-Spectrum Member Flags For Frozen/ Restricted
1064-Spectrum Employee Determination Method
1065-Spectrum Member Control Flag Values to Designate an Employee
1066-Update core Last Login or Accessed Date/ Time
1070-DNA Core API - Method to Retrieve Accounts in Retrieval - Proactive Info
1071-DNA Core API - Method to Retrieve Accounts in Retrieval - Teller
1072-DNA Core API - Method to Retrieve Accounts in Retrieval - Agent Search
1073-DNA Core API - Account Exclusion Roles
1074-DNA Core API - Account OpenStatusCodes
1075-DNA – Invalid Attempts Before Freezing
1076-DNA CoreAPI – VRU Agreement Lockout
1078-Spectrum Employer Name Field
1079-Symitar SmartApps Preference Record Type
1080-MemberPass Tracking Record Type
1081-MemberPass Authorization UUID Location
1082-MemberPass Enrollment Allowed Location
1083-MemberPass Enrollment Phone Number Location
1084-MemberPass Hold Status Location
1085-DNA Core API - Checking Account Available Balance Includes Draw Source
1087-DNA Core API - eAgreement Routing Type Code
1088-DNA Core API - eAgreement Account Access Type Code
1100-Symitar - Enable Core-level Date Filter for Transaction History
1101-Symitar - Status Check Member Number
1102-Keystone - Employee Account Access Restriction Types
1103-Keystone Change PIN Method
Credit/ ATM/ Debit Cards
Parameters that apply to card identification, formatting, playback, and card related transaction retrieval.
308-Use Entity ID to Reference Credit Card
348-Card Number Playback Option
405-External Credit Card Type Determination
406-Internal Credit Card Type Determination
888-Play Credit Line for Credit Cards
892-Maximum Number of Card Transactions to Retrieve
Fraud Prevention
Parameters that apply to fraud controls, data masking rules, thresholds, and risk-related handling.
889-Smart Track Maximum Number History Rows Returned
992-Card Number Mask Display Option
994-Smart Track - Threshold Warning color
1052-Employee Sensitive Data Masking
Global
Parameters that apply broadly across the system and affect general behavior, formatting, limits, and platform configuration.
102-Allowed Invalid Entries
496-Play Abbreviated Entity ID when Describing the Account
497-Number of Digits to Play for Abbreviated Entity ID
775-Play Negative Available Balances as Zero
1000-PureCloud OAuth Integration ClientId
1002-PureCloud Organization ID
1003-Number Of Transactions Constant
1006-Pure Cloud SIP Callback address for Transfers
1008-OnPrem Teller Sip Address
1010-Avtex Core Transaction Current Date
1011-Input Timeout for Balance/ Transactions
1012-Treat Authentication Bypass As
1014-Transfer on Force Pin Change
1016-Record Regression Test Runner Tests
1017-Financial Institution Name
1018-Set Participant values to Genesys Conversation
1019-Detail Report Maximum Date Range
1020-Summary Report Maximum Date Range
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.
600-Customer Entity Description
601-Account Entity Description
602-PIN or Access Code Description
603-Entity To Entity Transfer Description
604-Service Department Entity Description
607-Agent Entity Description with Article
609-Mortgage Entity Description
610-Two-Factor Code Entity Description
700-Primary Customer Identifier Descriptor
701-Source Customer Identifier Descriptor
702-Destination Customer Identifier Descriptor
1090-Suppress Loan Noun Descriptor in Entity ID Playback
1091-Suppress Mortgage Noun Descriptor in Entity ID Playback
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.
154-Maximum Number of Withdrawals to Retrieve
155-Retrieve Withdrawals in Last x Days
158-Maximum Number of Deposits to Retrieve
159-Retrieve Deposits in Last x Days
160-Maximum Number of Transactions to Retrieve
161-Retrieve Transactions in Last x Days
210-Maximum Number of Point of Sale Transactions to Retrieve
211-Retrieve Number of Point of Sale Transaction in Last x Days
212-Maximum Number of ATM Transactions to Retrieve
213-Retrieve Number of ATM Transaction in Last x Days
214-Maximum Number of ACH Transactions to Retrieve
215-Retrieve Number of ACH Transaction in Last x Days
216-Maximum Number of Debit Card Transactions to Retrieve
217-Retrieve Number of Debit Card Transaction in Last x Days
247-Maximum of Loan History Transactions to Retrieve
248-Retrieve Number of Loan History Transaction in Last x Days