Administrative Settings

The Administrative Settings screen allows for customization of general Lifecycle Management Suite features such as password settings, account settings, and institution settings.

General

The General tab includes the following fields:

Fields	Description
Institution Name	Name of the financial institution.
Authorization Key	The Authorization Key of the financial institution.
Phone and Fax Number	Phone and fax number of the financial institution.
Account Number	Only used if specific third party connectors are used.
Account Password	Only used if specific third party connectors are used.
Federal Number	The federal identification number of the financial institution.
Address Information	Address information of the financial institution.
SMTP Server	Specify the name of the email server used to route emails from the application.
Email Address fields	Specify the email address that serves as the "from" address for all system emails. This field must be completed in order to email account holders from the Lifecycle Management Suite or have scheduled reports emailed to individuals.
Server Time Zone	Select the time zone in which the server resides.
Customer Time Zone	Select the time zone of the financial institution.
First Day of Week	Select the first day of the week. These time settings ensure appropriate times are used throughout the Lifecycle Management Suite.
Workday Start Time	Select the default workday start time for the financial institution.
Workday End Time	Select the default workday end time for the financial institution.

Look and Feel

The Look and Feel tab allows administrators to configure the background and text color within the Workflow History screen. This feature allows users and administrators to distinguish what users ran the respective workflows.

Workflow History Colors can be assigned for the following note types:

Note Type	Description
System	Comment was added to an account holder by the system.
Dialer	Comment was added to an account holder by a dialer.
Historical	Comment was added to an account holder through a historical notes import.
Collector	Comment was added to an account holder by a collector.
Administrator	Comment was added to an account holder by an administrator.
Manager	Comment was added to an account holder by a manager.
Casual User	Comment was added to an account holder by a user that only has access to view workspaces and place comments.
Person Verification	Comment was added to an account holder via the person verification feature.

Users are assigned to user types in System Management > Users.

For example, if an administrator runs a workflow and his background color is set to white and text color to black and the person verification background is set to black and the text white, an account's Workflow History screen looks like this:

Security

The Security tab allows administrators to set password rules and account restrictions.

From this screen, administrators can determine the following settings:

Field

Description

Password Rules: Allows administrators to determine the complexity of user passwords

Minimum Password Length

Allows the administrator to determine the minimum number of characters (letters, numbers, and special characters) a user password must contain.

This is a required field.

Must contain lowercase

Allows the administrator to determine whether a user password must contain a lowercase letter.

Must contain uppercase

Allows the administrator to determine whether a user password must contain an uppercase letter.

Must contain number

Allows the administrator to determine whether a user password must contain a number.

Must contain special character

Allows the administrator to determine whether a user password must contain a special character.

Minimum Password Occurrences

Allows the administrator to determine how many new passwords must occur before a password can be reused.

This is a required field.

Maximum Password Duration (days)

Allows the administrator to determine after how many days a user must change her/his password.

This is a required field.

Maximum Failed Login Attempts

Allows the administrator to determine after how many failed login attempts a user account becomes locked out.

This is a required field.

Account Restrictions

Enable Account and Person Restrictions

If account restriction is enabled in the Lifecycle Management Suite, a user must be given the appropriate permissions in order to view restricted accounts.
If restricted persons is enabled, it prevents a user from gaining access to a person's workspace.

For more information on this setting, select the click here to learn more link within the Administrative Setting's Security tab in the Lifecycle Management Suite.

Session Configuration

Session Idle Limit (in minutes)

Allows the administrator to determine after how many minutes of inactivity a user is logged out.

This is a required field.

The minimum value for this parameter is 1. The maximum value is 1440.

The default value for this parameter is 60 (one hour) for new clients. The default value for this parameter is 1440 (one day) for upgrading clients.

Session Expiration Period (in days)

Allows the administrator to determine after how many days a user account is logged out; regardless of activity.

The minimum value for this parameter is 1. The maximum value is 5.

The default value for this parameter is 1 (one day) for both new and upgrading clients.

If the administrator changes Password rules, existing users are not prompted to adhere to these changes until the next time they change their password. The changes immediately apply to new users.

API

The web service allows customers to integrate their own internal applications to perform general tasks in the Temenos Lifecycle Management Suite.

Customer applications have read/write access to Persons, Accounts, and Cases within the Lifecycle Management Suite through any external API. Actions such as posting a comment to an account, retrieving comments on an account, initiating a workflow on an account, creating a promise on an account, or changing the next contact date on an account may be performed.
All requests must include the Authorization Key, which is generated and stored under API on the Administrative Settings page in the ProductivityLifecycle Management Suite.
Set the Authorization Key or Generate New Key.

When using the open system feature within a workflow frame, it should be used for navigating the user to internal web applications. Linking to external websites with pop-ups could kick the user out of the Lifecycle Management Suite and end their session.

If a System Integration workflow step is added as a part of a workflow, and the target URL does not support iFrame rendering, a message displays stating, "This content cannot be displayed in a frame." This is not an error with the Lifecycle Management Suite but rather a limitation of the website attempting to launch. To continue to the configured website, click the "Open this content in a new window" link.

Other

The Other Tab allows administrators to configure additional settings for the Lifecycle Management Suite. These settings include Dialer Account Search Option, Hide return setting options on the Next Contact Date Step, and Use Temenos Report Viewer.

Specify the Dialer Account Search Option to be by account identifier, account ID, or account number. This controls how accounts sent to a dialer can be searched for in the Lifecycle Management Suite.

Check the Hide return setting options on the Next Contact Date Step check box to prevent an administrator from configuring a workflow to allow a user to set a return to status after running the Next Contact Date workflow step. If this option is enabled, users have the ability to select one of the following options from a drop-down when running the Next Contact Date workflow step.

Return to me in the queue
Return to me in any queue
Return to anyone in the queue
Return to anyone in any queue

Temenos recommends having this option hidden. Accounts are then presented to anyone in the queue and are not available to all end users.

Check the Use Temenos Report Viewer check box to activate the Temenos Report Viewer. If enabled, reports run in the Lifecycle Management Suite are displayed using the Temenos Report Viewer and have a slightly different format than reports not rendered with the Temenos Report Viewer. If this option is not selected, reports still generate in the Lifecycle Management Suite. This setting is optional.

Once finished configuring Administrative Settings, click Save. Click Cancel to disregard any changes made.