Plaid Common Settings

ApiConnection

Sandbox

Sandbox

Selects Sandbox / Production / Development credentials mode

ConfigurationService.sAPIMode, BankVerificationController

All Plaid API endpoints/credentials

APICalloutTimeout

90000

90000

HTTP callout timeout (ms)

ConfigurationService.getAPITimeout() → WSProductsService

Balance/Identity/other callouts; timeout failures

CustomPlaidToolkitDomain

(not seeded)

null

Custom domain for Plaid toolkit/Link

BankVerificationController

Link hosting URL / community domain

CountryCodes

US

US

Country codes for institutions/Link

ConfigurationService.getCountryCodes(), BankVerificationController, PaymentTransferController, WSProductsService

Which country institutions appear

ApplicationName

Bank Connect

(none)

App name for Link / credential lookup

BankVerificationController, PaymentTransferController

Link branding; multi-credential app key

Link_Customization_Name

default

(none)

Plaid Link customization name

BankVerificationController

Link UI customization

defaultTransactionsInterval

90

(none — only if setting exists)

Default txn history days on new BV request

BankVerificationController.getPlaidDetail

Initial transaction start/end window (install Name may have trailing space)

DefaultAssetDuration

30

(none)

Default Asset Report days requested

BankVerificationController

Initial asset report depth/cost

DefaultHoldingPeriod

60

(none)

Default holdings/investments date window

BankVerificationController

Initial holdings start/end dates

DefaultIncomeDuration

60

(none)

Default income days requested

BankVerificationController

Initial income request duration

DefaultStatementsDuration

(not seeded)

(none)

Default statements period

BankVerificationController

Statement date range defaults

EnableTransactionDirectAPICall

(not seeded)

true

Refresh via /transactions/get vs /transactions/refresh

ConfigurationService.getDirectAPITransactionsEnabled() → BatchCallPlaidProductsService

Immediate get vs webhook-based refresh

EnableDirectAssetAPICall

(not seeded)

false

On refresh: get existing asset vs create new asset token

ConfigurationService.getDirectAssetAPIEnabled() → BatchCallPlaidProductsService

Asset refresh behavior/cost

TransactionsDaysToUpdateStartDate

(not seeded)

30

Rolling window (today - N) for subsequent txn pulls

WSProductsService.getTransactionsDetail

Incremental sync depth & API volume

EnableStoringPendingTransactions

(not seeded)

false

Store pending transactions

WSProductsService.getTransactionsDetail

Pending vs posted-only storage

DisableAutomaticRefreshTransactions

(not seeded)

false

Disable auto sync on TRANSACTIONS webhooks

PlaidTransactionsCallBackService

Automatic transaction freshness

LastUpdatedBalanceDays

(not seeded)

90

min_last_updated_datetime for Capital One balance

WSProductsService.getBalanceDetail

Capital One (ins_128026) balance success/fail

AssetDuration_RefreshInterval

30

30

days_requested for batch asset refresh

ConfigurationService.getAssetDurationRefresh() → WSProductsService.getAssetToken

Refreshed asset report depth

AssetDuration_AdhocRefresh

(not seeded)

false

Use BV duration (adhoc) vs refresh-interval setting

ConfigurationService.ifAdhocAssetRefreshEnabled() → getAssetToken

Per-record vs fixed refresh window

AutomaticAssetRefresh_ProductList

(not seeded)

null

Comma-separated products allowed for invocable refresh

ConfigurationService.listOfProductsRefresh() → InvocableRefreshPlaidProducts

Which products auto-refresh

EnableAssetSSNMapping

(not seeded)

false

Include SSN/user identity on Asset create

ConfigurationService.checkSSNMappingEnabled() → WSProductsService, BankVerificationController

Asset identity matching / PII in request

EnableAssetWebhookBatchProcessing

(not seeded)

false

Schedule follow-up Asset webhook batch

BatchAssetWebhookProcessing

Delayed asset processing on/off

NextAssetBatchRunTime

(not seeded)

null

Delay (seconds) before next asset batch

BatchAssetWebhookProcessing

Asset batch cadence

PlaidStatementsBatch_LastNMinutes

(not seeded)

5

Pick statements BVs modified in last N minutes

BatchDownloadPlaidStatements

Which statement downloads run

NextStatementsBatchRunTime

(not seeded)

null

Delay (seconds) before next statements batch

BatchDownloadPlaidStatements

Statements batch cadence

EnableMultipleAccountsSelect

false

false

Allow multi-account select in Link

ConfigurationService.getSelectAccountFeatureStatus() → BankVerificationController

Single vs multi account selection

Enable_Account_Filtering

(not seeded)

false

Filter account types in Link init

ConfigurationService.checkAccountFiltering() → WSProductsService

Account subtypes shown in Link

SuccessNavigationURL

''

(none)

Redirect after successful auth

BankVerificationController.getNavigationURL

Post-success navigation

FailureNavigationURL

''

(none)

Redirect after failed auth

BankVerificationController.getNavigationURL

Post-failure navigation

Link_Banner_Color

(not seeded)

#1b5297

Banner background color

BankVerificationController

Additional BV UI styling

Link_Banner_TextColor

(not seeded)

#FFFFFF

Banner text color

BankVerificationController

Additional BV UI styling

AdditionalBankVerification_Message

''

(none)

Confirmation message for additional bank auth

BankVerificationController

Multi-bank confirmation copy

AdditionalBankVerification_Header

(not seeded)

(none)

Header text for additional bank auth

BankVerificationController

Multi-bank confirmation header

AdditionalBankVerification_BGColor

(not seeded)

(none)

Background color for additional bank auth

BankVerificationController

Multi-bank confirmation styling

PageRefreshAfterProductsUpdate

(not seeded)

true

Reload page after product refresh

ConfigurationService.isPageRefreshRequired() → refresh LWC

UI reload vs silent refresh

Plaid_CustomThankYouMessage

(not seeded)

Label.Request_Success

Thank-you after bank auth

ConfigurationService.getThankYouMessage() → BankVerificationController

Customer success message

Plaid_CustomIdentityThankYouMessage

(not seeded)

Label.Request_Success

Thank-you after Identity

ConfigurationService.getIdentityThankYouMessage()

Identity success message

Plaid_CustomIncomeThankYouMessage

(not seeded)

Label.Request_Success

Thank-you after Income

ConfigurationService.getIncomeThankYouMessage()

Income success message

Plaid_InCompleteVerificationMessage

(not seeded)

Fixed incomplete-verification text

Message when Link exited incomplete

ConfigurationService.getInCompleteVerificationMessage() → BankVerificationController

Exit/incomplete UX message

plaidTemplateName

Plaid_New_Email_Template

(none)

Default BV invite email template

ConfigurationService email send

Invite email content/delivery

ccEmailAddress

(not seeded)

(none)

CC on BV invite emails

ConfigurationService email send

Email CC recipients

DisableAutoEmailTrigger

false

(none)

Suppress auto invite email

BankVerificationController

Auto email on/off

EnableMultipleTemplateFeature

true

false (trigger handler static)

Enable multiple/per-record email templates

BankVerificationTriggerHandler, BankVerificationController

Template selection behavior

GeneratePaymentEmail

true

(none)

Send emails on payment status changes

PlaidPaymentTriggerHandler

Payment notification emails

payment_email_template

(not seeded)

(none)

Payment email template name

PaymentUtility

Payment email content

NextMicroDepositEmail

(not seeded)

24 (hours)

Hours until next micro-deposit email

BankVerificationController.getBankDetail

Micro-deposit follow-up timing

Identity_Template_Id

(not seeded)

idvtmp_dHP9azd2PCUrWg

Default Plaid IDV template

ConfigurationService.getIdentityTemplateId() → WSProductsService

Identity Verification flow

EnableAutoFill_IdentityVerification

(not seeded)

false

Prefill identity data in IDV

ConfigurationService.enableAutoFillIdentityVerification() → WSProductsService

IDV autofill on/off

EnableAutoFill_IdentityEnvironemnt

(not seeded)

Production

Env where autofill is allowed

ConfigurationService.enableAutoFillIdentityEnvironment() → WSProductsService

Autofill only when API mode matches

Shareable_Link

Identity_Verification

(none → empty list)

Semicolon-separated products getting shareable URLs

ConfigurationService.listOfShareableLinkProducts() → BankVerificationTriggerHandler

Shareable link generation

DelayIncomeRefresh

(not seeded)

3 (minutes)

Delay before income refresh queueable

ConfigurationService.getDelayIncomeRefresh() → BankVerificationTriggerHandler

Income pull timing after auth

AllowedPayrollFlowTypes

(not seeded)

payroll_digital_income,payroll_document_income

Allowed payroll flow types

ConfigurationService.getAllowedPayrollFlowTypes() → WSProductsService

Payroll income Link flows

PayrollParsingConfig

(not seeded)

ocr

Payroll parsing config

ConfigurationService.getPayrollParsingConfig() → WSProductsService

How payroll docs are parsed

Disable_StoringPlaidJSON

false

false

Disable storing raw Plaid JSON as Files

ConfigurationService.getJSONStorageSetting() → WSProductsService

Debug files; retry-from-JSON on Failed

HideTransactions_AssetReport

(not seeded)

false

Hide txn details on Asset PDF

ConfigurationService.getHideTransactionSetting() → PlaidAccountSummaryController

Asset PDF detail level

storeEmptyTransactions

(not seeded)

false

Keep empty-day rows in Asset history

ConfigurationService.storeEmptyTransactions() → PlaidAccountSummaryController

Continuous daily balance rows

Minimum_NSF_Criteria

0

0

Balance threshold for NSF day count

ConfigurationService.getNSFCriteria() → BankVerificationTriggerHandler

NSF analytics / Total_NSF_Days__c

Show_existing_accounts_recipients

(not seeded)

false

Show existing accounts as payment recipients

PaymentTransferController.getRecipientAccounts

Recipient picker contents

Processor_Name

(not seeded)

''

Processor for processor-token generation

ConfigurationService.getProcessorName() → QueuableGenerateProcessorToken

Which payment processor token

GuestUsers

(not seeded)

Guest

Semicolon-separated user types treated as guest (FLS off)

ConfigurationService.enforceFLSSetting()

FLS enforcement for guest/portal users

EnableCommunity_NetworkIDUpdate

(not seeded)

false

Enable community network ID update

ConfigurationService

Community network ID updates

Community_NetworkID

(not seeded)

null

Community network ID value

ConfigurationService.getCommunityNetworkID()

Community identity config

CommunityUser_UserType

(not seeded)

null

Community portal user type

ConfigurationService.getCommunityUserType()

Community user-type handling