Parameters (Referrer Profile)(F)

The Parameters page is a streamlined configuration page that allows users to quickly enable and set exact values for processes like Merchant Boarding, Transaction Processing, Withdrawals, and other additional process options.

Parameters can be assigned to Divisions, Groups, or individual Referrers and Merchants.

Partial view of the Parameters page showing the first ‘General’ category, followed by others.

Parameters Features

Parameter ID

The parameter ID will be automatically assigned to a new Parameter configuration you create. This can be copied by clicking the CLIPBOARD icon on the field containing the ‘ID’, and used in further API configurations or general recordkeeping.

Parameters Enablement Form

The EDIT icon on the upper right-hand corner of the Parameters page allows you quickly select the Parameters you want to enable and set their values.

To add one or more new parameters, follow the steps below:

Step 1: Click ADD PARAMETERS in the upper right-hand corner of the Parameters panel to open the Parameters page.
Step 2: Click the EDIT icon on the upper right-hand corner of the page.
Step 3: Toggle the checkbox for each category and parameter, then enter the desired value for each enabled parameter. (See list of available parameters below.)
Step 4: Add the new parameter to the Referrer profile account by clicking the CHECKMARK icon, or cancel the new entry by clicking the CANCEL icon on the upper right-hand corner of the page.

Note: You can copy the parameter ID from the Parameters page for further API usage.

Parameter Category	Parameter	Description	Type

Parameter Category	Parameter	Description	Type
General	Account Verification Disabled	Turn on/off account verification feature	Yes / No
	Setup Details Enabled	Will allow certain parameters to be visible by the merchant	Yes / No
	Decision Micro-service Enabled	Turn on/off Risk Decision Micro-service.	Yes / No
	Transaction Decisions Micro-service Enabled	Turn on/off Transaction Decision Micro-service.	Yes / No
Boarding	Whether to disable merchant boarding to processors	Turn on/off direct processor boarding from Merchants.	Yes / No
	Verify For Boarding Not Required	Require Bank Account Verification before merchant is boarded	Yes / No
	Opt Blue Enabled	Boarded merchants should be acquired for Amex processing on the OptBlue program	Yes / No
	Discover Acquired Enabled	Boarded merchants should be acquired for Discover processing	Yes / No
	Minimum Boarding Ownership	Minimum percentage of ownership required for merchant boarding over all members	Percentage (%)
	Boarding Exemptions Disabled	Allow Boarding Exemptions?	Yes / No
	Auto Reboard Days	Number of days after merchant's created date to attempt a reboard on a not yet boarded merchant. The default setting is 60.	Number
Transactions	Minimum Total Transaction	Defines the minimum total amount for a single transaction to be processed	Number $ Amount
	Maximum Total Transaction	Defines the maximum total amount for a single transaction to be processed	Number $ Amount
	Maximum Daily Transaction Total	Defines the maximum total volume the merchant can process per day	Number $ Amount
	Maximum Daily Transaction Number	Defines the maximum number of transaction the merchant can process per day	Number $ Amount
	Maximum Monthly Total	Defines the maximum total volume the merchant can process per month	Number $ Amount
	Maximum Monthly Transaction Number	Defines the maximum number of transaction the merchant can process per month	Number
	Maximum Subscription Failures	Maximum number of attempts allowed on subcription payment	Number
	Amex Enabled	Allow Merchants to accept Amex cards	Yes / No
	Discover Enabled	Allow Merchants to accept Discover cards	Yes / No
	eCheck Enabled	Allow Merchants to accept eCheck	Yes / No
	MC 3DSecure Enabled	Allow Merchant to process Mastercard 3DSecure	Yes / No
	Visa 3DSecure Enabled	Allow Merchant to process Visa 3DSecure	Yes / No
	Amex 3DSecure Enabled	Allow Merchant to process American Express 3DSecure	Yes / No
	Discover 3DSecure Enabled	Allow Merchant to process Discover 3DSecure	Yes / No
	Auto Tax Exempt Enabled	Whether to assume a transaction is tax exempt if no tax is set for level II processing.	Yes / No
	Apple Pay Enabled	Enabling Apple Pay will register the merchant with Apple.	Yes / No
	Google Pay Enabled	Enabling Google Pay will register the merchant with Google.	Yes / No
Payout	Funding Enabled	Allow boarded merchants to make withdrawals	Yes / No
	Verify For Payout Not Required	Require Account Verification before merchant is allowed to make withdrawals	Yes / No
	Minimum Payout Delay	Defines the number of days the payout will be delayed from date of request until it is processed	Number
	Minimum First Payout Delay	Defines the number of days the first payout will be delayed from date of request until it is processed	Number
	Payout Include Pending	Allow withdrawal if pending funds cover the negative balance	Yes / No
	Include ACH Holidays and Weekends In Payout Delay	Allow withdrawals over ACH Holidays and Weekends to be delayed.	Yes / No
	Minimum Available Funds	Minimum available funds an entity must have. If the entity is below this threshold credit payouts won't be processed and a debit will be processed to bring the entity's funds up to this threshold amount.	Number $ Amount
	Minimum Debited Available Funds	Defines the threshold in the event an automated Debit disbursement is requested, due to the Minimum Available Funds falling below the defined setting, that the entities available funds will be brought back to.	Number $ Amount
	Vendor Fees External	Whether to disburse vendor fees through the external Facilitator operating account.	Yes / No
	Min eCheck Capture Delay	The number of days to delay funds processing for an eCheck sale. The default setting is 1.	Number
	Minimum Payout Credit Total	Minimum credit allowed for payout	Number $ Amount
	Minimum Payout Debit Total	Minimum debit allowed for payout	Number $ Amount
	Maximum Payout Credit Total	Maximum credit allowed for payout	Number $ Amount
	Maximum Payout Debit Total	Maximum debit allowed for payout	Number $ Amount
	Minimum Debit Processing Delay	Minimum number of business days before a debit is processed and made available for funding. The default setting is 5.	Number
	MC Instant Payouts Enabled	Enable Instant Payouts (Push To Card) for MasterCard transactions	Yes / No
	MC Instant Payout Min	Minimum amount required for instant payout (Push To Card) for MasterCard transactions	Number $ Amount
	MC Instant Payout Max	Maximum amount disbursed for instant payout (Push To Card) for MasterCard transactions	Number $ Amount
	Visa Instant Payouts Enabled	Enable Instant Payouts (Push To Card) for Visa transactions	Yes / No
	Visa Instant Payout Minimum	Minimum amount required for instant payout (Push To Card) for Visa transactions	Number $ Amount
	Visa Instant Payout Maximum	Maximum amount disbursed for instant payout (Push To Card) for Visa transactions	Number $ Amount
	Same Day Payouts Enabled	Enable Same Day Payouts	Yes / No
	Same Day Payouts Daily Max	Maximum amounts allowed daily for same day payouts	Number $ Amount
	Minimum Same Day Payout Credit Total	Minimum amount of credit transactions required to create a same day payout	Number $ Amount
	Maximum Same Day Payout Credit Total	Maximum amount of credit transactions allowed for same day payout	Number $ Amount
	Minimum Same Day Payout Debit Total	Minimum amount of debit transactions required to create a same day	Number $ Amount
	Maximum Same Day Payout Debit Total	Maximum amount of debit transactions allowed for same day payout	Number $ Amount
	Minimum Funds Payout Total	The minimum total debit allowed for payout.	Number $ Amount
	Minimum Statement Debit Payout Delay	Set a delay on the payout related to a statement. Set to 0 if it should operate the same as credit payouts.	Number
Extra	Vendor Fees Enabled	Whether to allow vendors to create and assess fees on merchants	Yes / No
	Refund Releases Reserve	Whether to a refund processed for a reserved transaction will automatically release that reserve	Yes / No
	Visa Misuse Settlement	The number of days before an Auth Misuse fee should be charged on a VISA txn that has not settled. The default setting is 10.	Number
	Visa Misuse Card Present Reversal	The number of hours before an Auth Misuse fee should be charged on a card present VISA txn that wasn't reversed within the timeframe. The default setting is 24.	Number
	Visa Misuse Card Not Present Reversal	The number of hours before an Auth Misuse fee should be charged on a card not present Visa txn that wasn't reversed within the timeframe. The default setting is 72.	Number
	Visa Misuse Travel Auto Settlement	The number of days before an Auth Misuse fee should be charged on a VISA txn that has not settled. Applies only to merchants with a Travel & Entertainment MCC.	Number
	MasterCard Misuse Settlement	The number of hours before an Auth Misuse fee should be charged on a card not present Mastercard txn that wasn't reversed within the timeframe. The default setting is 168.	Number
	MasterCard Misuse Card Present Reversal	The number of hours before an Auth Misuse fee should be charged on a card present MasterCard txn that wasn't reversed within the timeframe. The default setting is 24.	Number
	MasterCard Misuse Card Not Present Reversal	The number of hours before an Auth Misuse fee should be charged on a card not present MasterCard txn that wasn't reversed within the timeframe. The default setting is 72.	Number
	MasterCard Misuse Travel Auto Reversal	The number of hours before an Auth Misuse fee should be charged on a MasterCard txn that wasn't reversed within the timeframe. Applies only to merchants with a Travel & Entertainment MCC. The default setting is 480.	Number
	Account Updater Enabled	Whether payments will be checked for updates. Payments will be checked and updated if enabled	Yes / No
	Account Updater Frequency	The frequency in number of days to check for payment updates.	Number
	Update all tokens enabled	When Enabled, this parameter will send all tokens. When NOT enabled, this will only send subscription tokens (tokens associated with recurring billing schedules)	Yes / No
	Debit Grace Period	This Parameter will set the number of days a merchant is allowed to carry a negative balance before creating a debit	Number
	Negative Balance Limit	This is the maximum negative amount that we will allow for a merchant account. If the account balance goes negative in excess of this amount, the merchant will be instantly debited.	Number $ Amount
	Negative Balance Email	Whether a notification email should be sent to this entity when their balance is negative.	Yes / No
	Positive Balance Email	Whether a notification email should be sent to this entity when their balance has been restored from negative to positive.	Yes / No