Encore OS — Documentation

CE — Community Engagement (81)

Setting	Type	Description
`activity_export_max_rows`	`integer`	Maximum rows allowed for activity CSV export (100-5000). Default: 1000. Prevents large exports for performance.
`activity_page_size`	`integer`	Number of activities per page in timeline view (10-100). Default: 20. Used by CE-04 Activity Timeline.
`ai_extraction_enabled`	`boolean`	CE-59 Phase 2: Org-level AI extraction toggle. Default false.
`auto_create_follow_up_task`	`boolean`	Automatically create task when follow-up is scheduled
`average_quality_target`	`numeric(3,2)`
`business_hours_end`	`time without time zone`	CE-13 default end of allowable sequence sends for business-hours-aware steps.
`business_hours_start`	`time without time zone`	CE-13 default start of allowable sequence sends for business-hours-aware steps.
`calendar_default_meeting_duration_minutes`	`integer`	Default duration in minutes for new calendar meetings
`calendar_pre_meeting_notification_minutes`	`integer`	Minutes before a meeting to send CRM-context notification via PF-10
`calendar_sync_poll_interval_minutes`	`integer`	Polling fallback interval in minutes when webhooks are unavailable
`call_disposition_deadline_hours`	`integer`	Hours before undispositioned call is flagged as overdue
`call_page_size`	`integer`	Default page size for call log lists
`call_recording_retention_days`	`integer`	Days to retain call recordings (compliance)
`campaign_conversion_definition`	`text`	What counts as a conversion for campaign ROI: lead_converted, lead_qualified, or custom
`campaign_conversion_value`	`numeric`
`campaign_default_roi_days`	`integer`
`campaign_utm_match_mode`	`text`	How to match UTM parameters to campaigns: all, source_campaign, or campaign_only
`click_to_call_enabled`	`boolean`	CE-03-E1: Enable click-to-call feature for users. Default: true.
`consent_retention_years`	`integer`	CE-16: Years to retain consent evidence records for compliance
`contact_page_size`	`integer`
`crisis_detection_enabled`	`boolean`	CE-28-EN-01 (CONTEXT §Feature Flags): Enable EN-01 keyword-based crisis detection. Default on; orgs may opt out.
`custom_fields`	`jsonb`
`declining_success_rate_threshold`	`integer`	CE-05: Percent drop to trigger partner success rate alert. Default: 20.
`declining_volume_threshold`	`integer`	CE-05: Percent drop to trigger partner volume alert. Default: 30.
`default_dashboard_date_range_days`	`integer`	CE-05: Default date range for dashboard widgets in days. Default: 30.
`default_follow_up_days`	`integer`	Default number of days for follow-up tasks
`default_lead_stage_id`	`uuid`
`dnc_sync_frequency_days`	`integer`	CE-16: Days between National Do Not Call Registry syncs (0 = disabled)
`document_max_size_mb`	`integer`	CE-59: Per-org max document upload size (1-100 MB). Default 25.
`duplicate_detection_enabled`	`boolean`
`eligibility_check_mode`	`text`	CE-28-EN-04 (CONTEXT D-06): advisory (default) shows badge; gating blocks screening on non-eligible result.
`email_body_size_limit_kb`	`integer`
`email_custom_tracking_domain`	`text`
`email_sender_address`	`text`	Optional per-module email sender address (e.g. admissions@domain.com). Falls back to org default if null.
`email_sync_history_days`	`integer`
`email_sync_interval_minutes`	`integer`
`email_tracking_enabled`	`boolean`
`embeddable_custom_tabs_enabled`	`boolean`	CE-14: Enable custom contact/partner tabs in widget
`embeddable_enabled`	`boolean`	CE-14: Enable RingCentral Embeddable widget for in-browser calling
`embeddable_prefer_over_ringout`	`boolean`	CE-14: Prefer Embeddable WebRTC over RingOut desk phone
`embeddable_widget_position`	`text`	CE-14: Widget position (bottom-right, bottom-left, etc.)
`history_default_range`	`text`	CE-60: Default date range filter for All History tab. One of last_7_days\|last_30_days\|last_90_days\|all_time.
`history_page_size`	`integer`	CE-60: Default page size for All History timeline cursor pagination (10-200, default 50).
`history_stage_fallback_enabled`	`boolean`	CE-60: When true, fall back to CE-04 activity-derived stage markers when CE-63 stage events are missing. Default false post CE-63 GA.
`intake_after_hours_routing_id`	`uuid`	CE-28-EN-02: Active on-call rotation used for after-hours routing.
`intake_business_hours_days`	`integer[]`	CE-28-EN-02: Days of week considered business days (0=Sun..6=Sat). Default Mon-Fri.
`intake_business_hours_end`	`time without time zone`	CE-28-EN-02: Daily business-hours end time (org timezone). NULL = 24/7 / not configured.
`intake_business_hours_start`	`time without time zone`	CE-28-EN-02: Daily business-hours start time (org timezone). NULL = 24/7 / not configured.
`intake_business_hours_timezone`	`text`	CE-28-EN-02: IANA timezone for business hours (e.g. ‘America/Phoenix’).
`lead_auto_assignment_enabled`	`boolean`
`pipeline_polling_interval_seconds`	`integer`	CE-05: Dashboard polling interval in seconds (60-300). Default: 60.
`quality_review_sample_pct`	`integer`	CE-28-EN-06: Percent of screenings sampled for coordinator quality review (0-100, default 5).
`recaptcha_threshold`	`numeric(3,2)`
`referral_count_target`	`integer`
`require_call_disposition`	`boolean`	Require disposition for all calls before closing
`response_time_target_hours`	`numeric(5,2)`
`ringcentral_enabled`	`boolean`	Enable/disable RingCentral integration for the organization
`ringcentral_sms_phone_number`	`text`
`screen_pop_duration_seconds`	`integer`	CE-03-E1: Auto-dismiss timeout for screen pop (10-120 seconds). Default: 30.
`screen_pop_enabled`	`boolean`	CE-03-E1: Enable screen pop notifications on inbound calls. Default: true.
`screen_pop_sound_enabled`	`boolean`	CE-03-E1: Play sound notification on incoming call. Default: true.
`segment_recalc_frequency`	`text`
`sequence_batch_limit`	`integer`	Maximum number of leads allowed in a manual/bulk sequence enrollment operation.
`show_undispositioned_widget`	`boolean`	Show pending calls widget on CE dashboard
`sms_business_hours_end`	`text`
`sms_business_hours_start`	`text`
`sms_opt_out_footer`	`text`
`sms_phi_detection_enabled`	`boolean`
`sms_phi_detection_mode`	`text`
`sms_provider`	`text`
`sms_retention_days`	`integer`
`stale_lead_threshold_days`	`integer`
`successful_admission_rate_target`	`numeric(5,2)`
`suppression_check_enabled`	`boolean`	CE-16: Enable automatic suppression checks before SMS/email/phone sends
`tile_field_config`	`jsonb`	CE-65: Org-level configuration of pipeline tile metadata rows. Shape: {“fields”: string[]}. Max 4 rows rendered per FR-1.4 with FR-1.5 priority ordering for overflow.
`use_configurable_wizards`	`boolean`	PF-41: Use configurable wizard templates when true; otherwise use hardcoded wizards.
`web_form_default_lead_stage_id`	`uuid`
`web_form_rate_limit_per_ip`	`integer`
`web_form_rate_limit_window_minutes`	`integer`
`web_form_send_staff_notification`	`boolean`
`web_form_send_visitor_confirmation`	`boolean`

CL — Clinical (62)

Setting	Type	Description
`anomaly_business_hours_end`	`time without time zone`
`anomaly_business_hours_start`	`time without time zone`
`anomaly_high_volume_threshold`	`integer`
`anomaly_same_patient_repeat_threshold`	`integer`
`assessment_completion_hours`	`integer`	CL-04: Hours after encounter in which an assessment/note must be completed and locked (1-168). Default 48. Key: cl.notes.assessment_completion_hours.
`assessment_expiry_alert_days`	`integer`
`break_glass_duration_minutes`	`integer`	Duration in minutes that break-glass emergency access remains valid (15-480). Default 60.
`break_glass_review_hours`	`integer`	CL-01: Hours within which a supervisor must review a break-glass access event (1-168). Default 24. Key: cl.break_glass.review_hours.
`break_glass_sla_hours`	`integer`
`care_gap_engine_enabled`	`boolean`	CL-35: Enable/disable care gap rules engine
`care_gap_gad7_days`	`integer`	CL-35: Days since last GAD-7 before gap opens
`care_gap_gad7_priority`	`text`
`care_gap_no_contact_days`	`integer`	CL-35: Days since last signed note before gap opens
`care_gap_phq9_days`	`integer`	CL-35: Days since last PHQ-9 before gap opens
`care_gap_phq9_priority`	`text`
`care_gap_plan_review_days`	`integer`	CL-35: Days past review_due_date before gap opens
`cda_generation_enabled`	`boolean`	CL-48 feature flag: when true, CDA generation UI is visible to users with cl.cda.* permissions. Defaults to false (opt-in per org).
`cl_ai_ambient_vendor`	`text`	Selected ambient voice vendor slug (e.g. nabla, nuance_dax). Null = structured-data only. Phase 3.
`cl_ai_data_residency`	`text`	Data residency region for AI PHI processing. us = US-only (Phase 1/2 default).
`cl_ai_documentation_enabled`	`boolean`	Org-level opt-in for AI-assisted clinical documentation (CL-36). BAA required before setting true.
`cl_ai_policy940_enforcement`	`text`	AHCCCS Policy 940 enforcement mode: warn \| block \| draft-warn-final-block. Default block for new orgs.
`cohort_recompute_schedule`	`text`	CL-54 / spec NC-3: Cron cadence for cl-cohort-recompute edge function. Default daily 02:00 UTC.
`consent_expiration_reminder_days`	`integer[]`	CL-11 EN-33: Array of day thresholds for consent expiration reminders (e.g., {30, 14, 7} means notify at 30, 14, and 7 days before expiry).
`cosign_required_days`	`integer`	CL-04: Org workflow deadline (days) for supervisor co-signature on BHP/trainee notes (1-90). Distinct from cosignature_deadline_days (AZDHS hard limit). Default 5. Key: cl.notes.cosign_required_days.
`cosignature_deadline_days`	`integer`
`custom_fields`	`jsonb`
`default_audit_date_range_days`	`integer`
`default_report_format`	`text`	Default export format for report runs (pdf, csv, excel)
`identical_time_flag_threshold`	`integer`
`incident_business_day_config`	`jsonb`	CL-15 Phase 2: JSONB config for business-day math. Example: {“excludeWeekends”: true, “holidayCalendar”: “us_federal”}. Runtime shape validation lives in application-layer Zod (no immutable JSON CHECK). holidayCalendar deferred per CL-15-CONTEXT.md; initial release is weekday-only.
`incident_deadline_alert_minutes`	`integer`	Minutes before AZDHS reporting_deadline to send alert
`incident_deadline_track`	`text`	CL-15 Phase 2: which regulatory clock to apply to incident reporting deadlines. ‘azdhs’ (default, preserves Phase 1 behavior), ‘ahcccs’ (AHCCCS Policy 961 business-day clock), or ‘dual’ (whichever is earlier). PF-96 migration note: Arizona-specific; future jurisdictions should resolve via pf_resolve_jurisdiction_profile().
`incident_sentinel_options`	`jsonb`	CL-15 Phase 2: JSONB config for sentinel-event handling. Example: {“autoEscalate”: true, “notifyRoles”: [“org_admin”, “compliance_officer”]}. Runtime shape validation lives in application-layer Zod.
`low_risk_rescreen_interval_days`	`integer`	CL-07: Days until next screening for low-risk patients (1-365 day range). Key: cl.screening.low_risk_rescreen_interval_days. Default: 30 days.
`max_pathway_milestones`	`integer`	Maximum number of milestones allowed per pathway template
`order_set_max_items`	`integer`	CL-44: Maximum number of items allowed in a single order set template.
`order_sets_enabled`	`boolean`	CL-44: Feature flag controlling visibility of Order Set / Standing Order navigation and activation entry points.
`outcome_small_n_suppression_threshold`	`integer`	Minimum denominator for program outcome display. Outcomes with denominator below this are suppressed for de-identification.
`part2_consent_required`	`boolean`	CL-01: When true, 42 CFR Part 2 SUD consent must be on file before disclosing applicable clinical records. Default true. Key: cl.privacy.part2_consent_required.
`pathway_overdue_alert_hours`	`integer`	Hours after milestone expected completion before overdue alert is generated
`pending_result_expiry_days`	`integer`	Number of days before pending (unsolicited) lab results automatically expire. Default: 30.
`pop_health_assessment_expiry_days`	`integer`	Days before a comprehensive assessment expires and triggers a care gap
`pop_health_risk_refresh_hours`	`integer`	Minimum hours between automated risk stratification refreshes
`pop_health_risk_tier_thresholds`	`jsonb`	Numeric thresholds for risk tier assignment: low, medium, high, critical
`pop_health_risk_weights`	`jsonb`	Component weights for composite risk score (must sum to 1.0): safety, outcome, metabolic, moud
`portal_qm_config`	`jsonb`	CL-15 Phase 3 (T8): Patient portal quality-measure display config. Shape: {instruments: string[], measure_types: string[], sud_instruments_require_consent: boolean}. SUD instruments (audit, dast10, and others tagged in application layer SUD_INSTRUMENTS) are filtered out when sud_instruments_require_consent=true AND cl_check_sud_consent(chart_id, ‘outcome_measure’, auth.uid()) returns false. Runtime shape validation lives in application-layer Zod (no immutable JSON CHECK).
`report_generation_timeout_seconds`	`integer`	Max seconds for report generation before timeout
`standing_order_default_expiry_days`	`integer`	CL-44: Default expiration period in days for clinical standing order protocols.
`suicide_screening_min_age`	`integer`	CL-07: Minimum patient age (years) for suicide/self-harm screening (5-18). Default 12 (PHQ-A threshold per AZDHS guidance). Key: cl.screening.suicide_screening_min_age.
`tefca_match_confidence_threshold`	`numeric(3,2)`
`tefca_max_retry_attempts`	`integer`
`tefca_retry_backoff_base_ms`	`integer`
`telehealth_block_session_without_consent`	`boolean`	CL-24: when true, useStartTelehealthSession throws if consent invalid.
`telehealth_block_session_without_safety_checklist`	`boolean`	CL-24: when true, useStartTelehealthSession throws if safety_checklist_completed_at is NULL.
`telehealth_consent_validity_days`	`integer`	CL-24: telehealth consent expires_at = consented_at + this many days.
`telehealth_documentation_enabled`	`boolean`	CL-24 feature flag — when false, all CL-24 hooks short-circuit and routes redirect.
`treatment_plan_review_days`	`integer`	CL-04: Days between required treatment plan reviews (1-365). Default 90. Key: cl.treatment_plan.review_days.
`use_configurable_wizards`	`boolean`	PF-41: Use configurable wizard templates when true; otherwise use hardcoded wizards.
`weno_directory_delta_cron`	`text`	CL-06-EN-23: Cron expression for daily pharmacy directory delta fetch.
`weno_directory_full_refresh_day`	`integer`	CL-06-EN-23: Day-of-week for full directory refresh (0=Sunday … 6=Saturday).
`weno_max_query_window_days`	`integer`	CL-06-EN-23: Maximum NewRx query window in days (1–14, vendor cap 7). Vendor: WENO EZ.
`weno_sync_interval_minutes`	`integer`	CL-06-EN-23: NewRx sync polling interval in minutes (5–120). Vendor: WENO EZ.

FA — Finance & Revenue (71)

Setting	Type	Description
`ai_anomaly_detection_enabled`	`boolean`	FA-28: Enable AI-powered anomaly detection on bank transactions
`ai_categorization_auto_threshold`	`numeric(5,2)`	FA-28: Confidence threshold (0-1) above which AI categorizations are auto-applied
`ai_categorization_enabled`	`boolean`	FA-28: Enable AI-powered transaction categorization
`ai_enabled`	`boolean`	Enable AI features for Finance module
`ai_matching_auto_threshold`	`numeric(5,2)`	FA-28: Confidence threshold (0-1) above which AI matches are auto-applied
`ai_matching_enabled`	`boolean`	FA-28: Enable AI-powered transaction matching
`auto_create_revenue_schedules`	`boolean`	WS-B: When true, fa-consume-revenue-source-events auto-creates revenue schedules from fa_invoice_finalized and fa_revenue_contract_signed domain events.
`auto_generate_invoice_numbers`	`boolean`
`auto_match_amount_tolerance`	`numeric(8,2)`	FA-21: Amount tolerance for fuzzy matching (+/-). Default 0.50.
`auto_match_date_range_days`	`integer`	FA-21: Date range for matching (+/- days). Default 3. Range 1-30.
`auto_match_description_threshold`	`integer`	FA-21: Fuzzy description match threshold (%). Default 70. Range 0-100.
`auto_match_on_sync`	`boolean`	FA-21: Run auto-match after each Plaid sync. Default true.
`auto_post_revenue_recognition`	`boolean`	FA-18 P2: When true, fa_process_revenue_recognition auto-posts the generated journal entry via fa_post_journal_entry. When false (default), the JE is left in draft for manual review.
`auto_post_threshold_amount`	`numeric(12,2)`	FA-21: Auto-post rules only for amounts below this threshold. Default 5000.
`budget_alert_percentages`	`integer[]`
`budget_approval_threshold_amount`	`numeric(15,2)`
`budget_variance_critical_threshold_percent`	`numeric(5,2)`	Percentage threshold for marking budget variances as critical (highlighted in red). Range: 5.00-50.00%.
`capitalization_threshold`	`numeric(15,2)`
`cash_dashboard_refresh_interval_seconds`	`integer`	Dashboard auto-refresh interval (30-3600 seconds)
`cash_position_update_interval_minutes`	`integer`	How often to recalculate cash positions (1-1440 minutes)
`collection_queue_days_no_activity`	`integer`	Days of inactivity before a collection queue item is flagged for follow-up (1-365, default 14)
`collection_threshold_days`	`integer`	Number of days past due before an invoice enters the collection workflow (1-365)
`compliance_default_ap_account_id`	`uuid`	FA-34: AP accrual account credited on compliance cost GL entries.
`compliance_default_expense_account_id`	`uuid`	FA-34: Fallback GL expense account when no fa_compliance_account_mapping exists for a compliance_type.
`consolidation_allow_period_rerun`	`boolean`	FA-09: When false, blocks new consolidation_runs for a period that already has a completed run.
`consolidation_max_entities`	`integer`	FA-09: Max entities allowed in a single consolidation run. Protects p95 SLA per SC-001.
`consolidation_retention_months`	`integer`	FA-09: Months to retain consolidation_runs and consolidated_balances rows.
`credit_limit_alert_threshold_percent`	`numeric(5,2)`	Credit utilization threshold for alerts (50-99%)
`credit_line_number_sequence`	`integer`	Current sequence for credit line numbers
`custom_fields`	`jsonb`
`default_budget_version_type`	`text`
`default_currency`	`text`
`default_date_format`	`text`
`default_deferred_revenue_account_id`	`uuid`	FA-18 P2: Default deferred revenue (DR offset) account used by fa_process_revenue_recognition when neither schedule nor contract specifies one.
`default_fiscal_year_start_month`	`integer`
`default_invoice_terms`	`text`
`default_payment_method`	`text`
`default_revenue_account_id`	`uuid`	FA-18 P2: Default revenue (CR) account used by fa_process_revenue_recognition when neither schedule nor contract specifies one.
`depreciation_gl_retry_max_attempts`	`integer`
`drawdown_alert_threshold_percent`	`integer`	Percentage threshold for grant drawdown alerts (FA-13). Default 90%.
`email_sender_address`	`text`	Optional per-module email sender address (e.g. accounting@domain.com). Falls back to org default if null.
`enable_3_way_match`	`boolean`
`idc_allocation_frequency`	`text`	How often IDC is allocated to projects (FA-15). Options: monthly, quarterly, on_demand.
`intercompany_variance_threshold_cents`	`integer`	FA-09: IC variance (cents) at or below which the consolidation validator treats an IC pair as in-balance. Default 100 = $1.00.
`investment_maturity_alert_days`	`integer`	Days before maturity to alert (1-365)
`investment_number_sequence`	`integer`	Current sequence for investment numbers
`invoice_due_days`	`integer`
`invoice_number_prefix`	`text`
`invoice_number_sequence`	`integer`	Next sequence number for invoice generation
`payment_batch_approval_required`	`boolean`
`payment_plan_approval_threshold`	`numeric(15,2)`	Payment plans with total amount above this threshold require manager approval
`plaid_integration_enabled`	`boolean`	Enable Plaid bank feed integration (FA-20)
`plaid_link_customization_name`	`text`	FA-20 Transfer UI: Plaid Link customization name (Account Select: one account) from Dashboard
`plaid_origination_account_id`	`text`	FA-20 Transfer UI: Plaid origination (funding) account ID from Dashboard; overrides PLAID_ORIGINATION_ACCOUNT_ID when set
`po_approval_threshold_amount`	`numeric(15,2)`
`po_number_prefix`	`text`
`po_number_sequence`	`integer`	Next sequence number for purchase order generation
`project_number_include_year`	`boolean`	Include year in project number format (FA-13). Default true for PRJ-YYYY-####.
`project_number_prefix`	`text`	Prefix for auto-generated project numbers (FA-13). Default PRJ.
`project_number_sequence`	`integer`	Current sequence number for project auto-numbering (FA-13).
`ramp_integration_enabled`	`boolean`	FA-30: Enable Ramp corporate cards integration (Connect Ramp, Sync Now, card transactions).
`recurring_generation_time`	`time without time zone`	Time of day (UTC) when recurring invoices are generated by the scheduled edge function
`require_budget_approval`	`boolean`
`require_po_approval`	`boolean`
`require_review_above_amount`	`numeric(12,2)`	FA-21: Force draft JE and review queue for amounts above this. Default 10000.
`revenue_recognition_sum_tolerance`	`numeric(12,4)`	FA-18: rounding tolerance (currency units) for revenue recognition sum checks.
`rule_engine_enabled`	`boolean`	FA-21: Master toggle for transaction rule engine. Default false.
`show_account_numbers`	`boolean`
`use_configurable_wizards`	`boolean`	PF-41: Use configurable wizard templates instead of hardcoded wizards
`variance_threshold_percent`	`integer`	FA-16: Percentage threshold for flagging significant budget variances (default 10%)
`vendor_1099_threshold`	`numeric(15,2)`

FM — Facilities (34)

Setting	Type	Description
`asset_tag_prefix`	`text`
`asset_tag_sequence`	`integer`	Next sequence number for asset tag generation
`auto_assign_by_category`	`boolean`
`auto_create_po_at_reorder`	`boolean`
`auto_generate_pm_work_orders`	`boolean`
`custom_fields`	`jsonb`
`default_due_days`	`integer`
`default_payment_terms_days`	`integer`
`default_priority`	`text`
`default_unit_of_measure`	`text`
`depreciation_method`	`text`
`enable_reorder_points`	`boolean`
`fleet_default_mileage_rate`	`numeric(6,4)`
`fleet_license_alert_days`	`integer[]`
`fleet_prevent_expired_license`	`boolean`
`fleet_registration_alert_days`	`integer[]`
`fleet_vehicle_prefix`	`text`
`fleet_vehicle_sequence`	`integer`
`low_stock_alert_threshold`	`integer`
`pm_alert_days`	`integer[]`
`pm_compliance_priority`	`text`
`pm_schedule_lookahead_days`	`integer`
`preferred_vendor_discount_pct`	`numeric(5,2)`
`priority_levels`	`text[]`
`require_vendor_approval`	`boolean`
`require_wo_approval_above`	`numeric(15,2)`
`use_configurable_wizards`	`boolean`	PF-41: Use configurable wizard templates when true; otherwise use hardcoded wizards.
`vendor_certification_alert_days`	`integer[]`
`vendor_default_payment_terms_days`	`integer`
`vendor_number_prefix`	`character varying(10)`
`vendor_number_sequence`	`integer`	Next sequence number for vendor generation
`vendor_require_certification_for_assignment`	`boolean`
`wo_number_prefix`	`text`
`wo_number_sequence`	`integer`	Next sequence number for work order generation

FW — Forms & Workflow (54)

Setting	Type	Description
`ai_enabled`	`boolean`	Enable AI features for Forms & Workflows module
`allow_anonymous_submissions`	`boolean`
`allowed_file_types`	`text[]`
`automation_circuit_breaker_threshold`	`integer`
`automation_retry_limit`	`integer`
`automation_timeout_seconds`	`integer`
`custom_form_categories`	`text[]`
`data_query_enabled`	`boolean`	FW-19: Enable data query and integration actions in workflows
`debugging_enabled`	`boolean`	Enable/disable step-through debugging
`default_bulk_batch_size`	`integer`	Default batch size for bulk operations
`default_form_status`	`form_status`
`default_query_limit`	`integer`	Default number of records returned in workflow queries
`execution_monitoring_enabled`	`boolean`	Enable/disable execution monitoring dashboard
`external_form_rate_limit_per_hour`	`integer`	Rate limit for external form submissions per hour
`form_number_prefix`	`text`	Prefix for form IDs (e.g., FORM)
`form_number_sequence`	`integer`	Next sequence number for form generation
`fw_approval_routing_enabled`	`boolean`	FW-54: Feature flag for conditional approval routing. When false, legacy static chain selection is used.
`fw_approval_routing_max_rules_per_entity`	`integer`	FW-54: Maximum routing rules per entity_type per organization (1-200, default 50).
`fw_audit_trail_config`	`jsonb`	FW-43: Audit trail configuration including retention days per compliance category and scheduled report configs.
`fw_checkpoint_enabled`	`boolean`	Enable/disable execution step checkpoint writes.
`fw_decision_table_max_rules`	`integer`	Maximum number of rules allowed per decision table (50-5000).
`fw_decision_tables_enabled`	`boolean`	Enables or disables the FW-45 Decision Tables feature for the organization.
`fw_decision_tables_max_per_org`	`integer`	Maximum number of decision tables allowed per organization (10-500).
`fw_default_timeout_minutes`	`integer`	FW-49: Default timeout in minutes for workflows without explicit timeout_config. Default: 60.
`fw_dlq_alert_interval_minutes`	`integer`	FW-47: Minutes between repeated DLQ threshold alerts (5-1440)
`fw_dlq_alert_threshold`	`integer`	FW-47: Number of pending DLQ entries that triggers an alert (1-1000)
`fw_dlq_auto_discard_after_days`	`integer`	FW-47: Days after which pending DLQ entries are auto-discarded (7-365)
`fw_dlq_enabled`	`boolean`	FW-47: Enable/disable Dead Letter Queue processing
`fw_error_recovery_enabled`	`boolean`	FW-25: Master toggle for advanced error recovery (retry strategies, circuit breakers, recovery workflows, compensation actions)
`fw_event_deprecation_grace_days`	`integer`	FW-16-P2: Days after deprecation before event publish is rejected (1-365)
`fw_event_schema_validation_mode`	`text`	FW-16-P2: Event payload validation mode (off/warn/strict)
`fw_execution_worker_enabled`	`boolean`
`fw_rule_evaluation_retention_days`	`integer`	Number of days to retain rule evaluation audit records before cleanup (30-365).
`fw_step_data_retention_days`	`integer`	Retention window in days for fw_execution_steps cleanup.
`fw_step_max_input_output_size_kb`	`integer`	Max per-step input/output payload size before truncation.
`fw_timeout_check_interval_minutes`	`integer`	FW-49: Interval in minutes between watchdog checks. Default: 5.
`fw_timeout_enabled`	`boolean`	FW-49: Whether the timeout watchdog is enabled for this organization.
`fw_timeout_warning_threshold_percent`	`integer`	FW-49: Percentage of deadline elapsed before sending a warning notification. Default: 80.
`fw_worker_batch_size`	`integer`
`fw_worker_visibility_timeout_seconds`	`integer`
`log_retention_days`	`integer`	Days to retain execution logs before cleanup
`max_bulk_batch_size`	`integer`	Maximum batch size for bulk operations
`max_query_limit`	`integer`	Maximum allowed records in workflow queries
`max_upload_size_mb`	`integer`
`require_submission_review`	`boolean`
`submission_number_prefix`	`text`	Prefix for submission IDs (e.g., SUB)
`submission_number_sequence`	`integer`	Next sequence number for submission generation
`submission_retention_days`	`integer`	Days to retain submissions (NULL = forever)
`use_configurable_wizards`	`boolean`	PF-41: Use configurable wizard templates instead of hardcoded wizards
`worker_last_batch_size`	`integer`
`worker_last_run_at`	`timestamp with time zone`
`worker_running`	`boolean`
`workflow_number_prefix`	`text`	Prefix for workflow IDs (e.g., WF)
`workflow_number_sequence`	`integer`	Next sequence number for workflow generation

GR — Governance & Compliance (61)

Setting	Type	Description
`ai_compliance_enabled`	`boolean`	Enable AI-assisted compliance advisor features
`ai_renewal_recommendations_enabled`	`boolean`
`ai_risk_analysis_enabled`	`boolean`
`allow_self_enrollment`	`boolean`
`audit_number_prefix`	`text`	Prefix for audit numbers (e.g., AUD)
`audit_number_sequence`	`integer`	Next sequence number for audit generation
`auto_create_compliance_tasks`	`boolean`
`auto_generate_contract_numbers`	`boolean`
`auto_mark_obligations_overdue`	`boolean`
`benchmarking_opt_in`	`boolean`
`cap_alert_lead_days`	`integer`	GR-16: Days before CAP target_closure_date to send deadline alert notification (default 14)
`coi_attestation_enabled`	`boolean`	GR-15: Feature flag for COI attestation module
`coi_reminder_days`	`integer[]`	GR-15: Days before COI attestation deadline to send reminders
`compliance_alert_days`	`integer[]`
`contract_approval_threshold_amount`	`numeric(15,2)`
`contract_number_prefix`	`character varying(20)`
`contract_number_sequence`	`integer`
`custom_fields`	`jsonb`
`deadline_notification_days_before`	`integer`	Days before statutory_deadline to send advance notification. Default: 2 (D-2 alert).
`default_audit_frequency_days`	`integer`
`default_expiration_alert_days`	`integer[]`
`default_policy_review_period_days`	`integer`
`default_renewal_notice_days`	`integer`
`default_training_expiration_days`	`integer`
`document_categories`	`text[]`
`document_retention_days`	`integer`
`email_sender_address`	`text`	Optional per-module email sender address (e.g. compliance@domain.com). Falls back to org default if null.
`gr_incident_ca_notification_days`	`integer[]`	Days before corrective action due date to send reminder notifications (default: 7 days, 3 days)
`gr_incident_investigation_timeline_days`	`integer`	Target investigation completion in calendar days (default: 30, per AHCCCS best practice)
`gr_incident_reporting_enabled`	`boolean`	Feature flag: enables GR-09 incident reporting UI for this organization (default: false)
`inservice`	`jsonb`	GR-19: Org-level configuration for the in-service compliance monitor (retention, reminders, escalations, recipients).
`obligation_reminder_days`	`integer`
`policy_categories`	`text[]`
`policy_number_prefix`	`text`	Prefix for policy numbers (e.g., POL)
`policy_number_sequence`	`integer`	Next sequence number for policy generation
`policy_version_naming`	`text`
`procedure_analytics_last_refreshed_at`	`timestamp with time zone`	Timestamp of last successful gr_procedure_execution_summary materialized view refresh
`procedure_auto_save_interval_seconds`	`integer`	Auto-save interval for procedure editor
`procedure_benchmarking_last_refreshed_at`	`timestamp with time zone`
`procedure_number_prefix`	`text`	Prefix for auto-generated procedure numbers (e.g., SOP)
`procedure_number_sequence`	`integer`	Current sequence number for procedure number generation
`procedure_overdue_threshold_days`	`integer`	Days after which an in-progress procedure execution is flagged as overdue (default: 7, valid: 1-90)
`procedure_review_reminder_days`	`integer`	Days before review due to send reminders
`procedure_step_analytics_last_refreshed_at`	`timestamp with time zone`
`qi_default_cycle_duration_days`	`integer`	Default duration for PDSA cycles in days
`qi_enabled`	`boolean`	Enable Quality Improvement feature
`qi_improvement_reminder_days`	`integer[]`	Days before due date to send improvement action reminders
`qi_metric_goal_notifications`	`boolean`	Enable alerts when metrics reach their goal values
`qi_pdsa_completion_notifications`	`boolean`	Enable notifications when PDSA cycles are completed
`regulatory_rule_limit`	`integer`	Maximum active regulatory reporting rules per organization (system + org-specific combined). Default: 50.
`require_contract_approval`	`boolean`
`require_document_approval`	`boolean`
`require_policy_approval`	`boolean`
`require_training_acknowledgment`	`boolean`
`retention_warning_days`	`integer`	GR-15: Days before retention deadline to send warning notification
`risk_number_prefix`	`text`	Prefix for risk assessment numbers (e.g., RISK)
`risk_number_sequence`	`integer`	Next sequence number for risk generation
`tracer_evidence_stale_days`	`integer`	GR-16: Days after which evidence is considered stale for gap analysis (default 365)
`training_reminder_days`	`integer[]`
`use_configurable_wizards`	`boolean`	PF-41: Use configurable wizard templates when true; otherwise use hardcoded wizards.
`whistleblower_enabled`	`boolean`	GR-15: Feature flag for whistleblower intake

HR — Workforce (119)

Setting	Type	Description
`adverse_impact_threshold_percent`	`numeric(5,2)`	EEOC four-fifths rule threshold (80% recommended)
`ai_enabled`	`boolean`	Enable AI features for Workforce/HR module
`allow_self_upload`	`boolean`
`analytics_cache_ttl_minutes`	`integer`	Cache TTL in minutes for analytics data (default: 15)
`appeal_resolution_sla_days`	`integer`	Target days to resolve disciplinary appeals
`ats_page_size`	`integer`	Page size for ATS/recruiting lists
`auto_create_onboarding`	`boolean`	When true, automatically creates an onboarding instance when an offer is accepted. Uses default_onboarding_template_id.
`auto_create_payroll_runs`	`boolean`
`auto_create_skill_verification_tasks`	`boolean`
`auto_vacancy_on_termination`	`boolean`	Auto-vacate position when assigned employee is terminated
`bgc_auto_initiate_on_offer`	`boolean`	HR-09-P5: Auto-create a background check when an offer is sent.
`bgc_default_package`	`text`	HR-09-P5: Provider-specific default BGC package identifier.
`bgc_default_provider_id`	`uuid`
`candidate_number_prefix`	`text`
`candidate_number_sequence`	`integer`
`candidate_portal_enabled`	`boolean`	HR-09-P5: Enable external candidate portal.
`candidate_portal_session_hours`	`integer`	HR-09-P5: Magic-link session lifetime for candidate self-service portal.
`credential_renewal_enabled`	`boolean`	Enable/disable automatic credential renewal workflows
`credential_renewal_trigger_days`	`integer`	Days before expiration to auto-trigger renewal workflow (default: 60)
`critical_incident_notification_hours`	`integer`	Hours within which critical incidents must be escalated
`custom_credential_categories`	`text[]`
`custom_employment_types`	`text[]`
`custom_fields`	`jsonb`
`dashboard_refresh_interval_minutes`	`integer`	Auto-refresh interval for dashboard widgets (default: 15)
`default_alert_days`	`integer[]`
`default_currency`	`text`	Default currency code for compensation data (e.g., USD, EUR, GBP)
`default_merit_percentage_below`	`numeric`	Default merit increase percentage for “Below Expectations” performance rating
`default_merit_percentage_exceeds`	`numeric`	Default merit increase percentage for “Exceeds Expectations” performance rating
`default_merit_percentage_meets`	`numeric`	Default merit increase percentage for “Meets Expectations” performance rating
`default_onboarding_template_id`	`uuid`	Template to use for automatic onboarding creation when auto_create_onboarding is enabled.
`default_page_size`	`integer`	Default page size for HR module list views
`default_shift_duration_hours`	`integer`
`default_skill_verification_days`	`integer`	Default days from hire to verify skills if not set on position requirement
`default_trend_period_months`	`integer`	Default historical period for trend analysis (default: 12)
`email_from_address`	`text`	From email address for HR communications (used with Entra)
`email_from_name`	`text`	From display name for HR communications
`email_provider`	`text`	Email provider for org-level sending: entra (Microsoft Entra ID) or gmail (Google Workspace).
`email_sender_address`	`text`	Optional per-module email sender address (e.g. hr@domain.com). Falls back to org default if null.
`employee_number_auto_generate`	`boolean`	When true, automatically generates sequential employee numbers on insert. Default: true
`employee_number_prefix`	`text`
`employee_number_sequence`	`integer`
`employee_relations_retention_years`	`integer`	Years to retain incident/disciplinary records for compliance
`engagement_analytics_auto_calculate`	`boolean`	HR-17: Automatically calculate engagement analytics on survey completion
`equity_disparity_threshold`	`numeric`	Pay disparity percentage threshold that triggers equity alerts
`exit_interview_auto_create`	`boolean`	HR-17: Automatically create exit interview when employee is terminated
`feedback_deadline_default_days`	`integer`	Default deadline in days for feedback requests
`fingerprint_clearance_alert_days`	`integer[]`	HR-28: day thresholds for expiration alerts; sorted desc in job; max 5 positive integers
`fingerprint_clearance_onboarding_required`	`boolean`	HR-28: when false, HR-03 onboarding clearance gate is skipped
`goal_deadline_warning_days`	`integer`	Days before goal deadline to show warning
`goal_reminder_interval_days`	`integer`	Days between goal progress update reminders
`grace_period_days`	`integer`
`grievance_resolution_sla_days`	`integer`	Target days to resolve grievances
`handbook_default_acknowledgment_due_days`	`integer`
`high_conversion_rate_threshold_percent`	`numeric(5,2)`	Threshold for flagging high conversion rate sources
`internal_mobility_eligibility_scope`	`text`
`internal_mobility_manager_notify_stage`	`text`
`internal_mobility_min_tenure_days`	`integer`
`internal_mobility_record_retention_years`	`integer`
`internal_mobility_require_pay_approval_before_transfer`	`boolean`
`internal_mobility_score_ranking_enabled`	`boolean`
`investigation_sla_critical_days`	`integer`	Target days to complete critical investigations
`investigation_sla_moderate_days`	`integer`	Target days to complete moderate investigations
`investigation_sla_serious_days`	`integer`	Target days to complete serious investigations
`job_board_auto_post`	`boolean`	HR-09-P5: Auto-publish new job postings to configured boards.
`job_board_default_boards`	`text[]`
`job_description_min_qualifications`	`integer`	HR-21: Minimum number of qualifications required in a job description
`job_description_min_responsibilities`	`integer`	HR-21: Minimum number of responsibilities required in a job description
`job_description_pdf_template_id`	`uuid`	HR-21: PF-64 letterhead ID override for job description PDFs. NULL = use org default
`max_report_export_rows`	`integer`	Maximum rows allowed in report exports (default: 10000)
`max_successors_per_plan`	`integer`	HR-16: Max successors per succession plan
`offer_approval_levels`	`integer`
`offer_approval_required`	`boolean`
`offer_executive_threshold`	`numeric`
`onboarding_due_days`	`integer`
`overtime_threshold_hours`	`integer`
`pathway_templates_enabled`	`boolean`	HR-13-EN-08: Enables qualification pathway templates in HR-13 UI for an organization.
`payroll_large_adjustment_threshold`	`numeric(10,2)`	Dollar threshold for flagging large adjustments
`payroll_overtime_threshold_percent`	`numeric(5,2)`	Overtime hours threshold for anomaly detection (% of regular hours)
`payroll_variance_threshold_percent`	`numeric(5,2)`	Pay variance threshold for anomaly detection (% change from prior period)
`performance_page_size`	`integer`	Page size for performance review lists
`pip_default_duration_days`	`integer`	Default duration in days for Performance Improvement Plans
`pip_review_interval_days`	`integer`	Days between PIP review checkpoints
`pip_warning_days`	`integer`	Days before PIP deadline to show warning
`position_code_auto_generate`	`boolean`	Auto-generate position codes on creation
`position_code_prefix`	`text`	Prefix for auto-generated position codes (max 10 chars)
`position_filled_threshold`	`integer`	Assignment percentage threshold (50-100) for auto-transitioning position to filled
`reference_expiration_days`	`integer`	HR-09-P5: Days a reference request access token remains valid (default 30).
`reference_form_intro_text`	`text`
`reference_min_required`	`integer`	HR-09-P5: Minimum completed references required before an offer can be sent.
`reference_reminder_days`	`integer[]`	HR-09-P5: Days after request to send follow-up reminders (default {3,7}).
`reference_thank_you_text`	`text`
`references_required_count`	`integer`
`references_required_for_offer`	`boolean`
`require_credential_for_shift`	`boolean`
`require_document_for_credentials`	`boolean`
`require_position_for_posting`	`boolean`	When TRUE, HR-09 job postings require a linked approved/vacant position
`require_profile_photo`	`boolean`
`retention_risk_high_threshold`	`integer`	Score threshold (0-100) for high retention risk classification (default: 70)
`review_auto_assign_days_before`	`integer`	Days before review deadline to auto-assign reviews to managers
`send_deadline_reminders`	`boolean`
`shifts_lookahead_days`	`integer`	Number of days to show in shift/schedule lookahead
`skill_reassessment_assessed_days`	`integer`	Days between re-assessment for assessed skills
`skill_reassessment_certified_days`	`integer`	Days between re-assessment for certified skills
`skill_reassessment_validated_days`	`integer`	Days between re-assessment for manager-validated skills
`skill_verification_alert_days`	`integer[]`	Days before verification due date to send alerts
`skills_feature_enabled`	`boolean`	Enable/disable Skills & Competencies feature for this organization
`skills_list_page_size`	`integer`
`sms_business_hours_end`	`time without time zone`	HR-09-P5: TCPA-compliant latest SMS send time (org local).
`sms_business_hours_start`	`time without time zone`	HR-09-P5: TCPA-compliant earliest SMS send time (org local).
`sms_enabled`	`boolean`	HR-09-P5: Master switch for SMS candidate communications (TCPA gated).
`sms_notifications_enabled`	`boolean`
`sms_phi_detection_mode`	`text`	HR-09-P5: How bulk SMS composer reacts to PHI in message body (warn\|block\|off).
`source_costs`	`jsonb`	Configuration for recruitment source costs - monthly fees, per-post costs, referral bonuses
`succession_readiness_performance_weight`	`integer`	HR-16: Weight (0-100) for performance in readiness score calculation
`succession_readiness_skills_weight`	`integer`	HR-16: Weight (0-100) for skills in readiness score calculation
`survey_default_reminder_days`	`integer[]`	HR-17: Default reminder days before survey end date
`talent_pipeline_review_frequency_days`	`integer`	HR-16: Days between talent pipeline reviews
`use_configurable_wizards`	`boolean`	PF-41: Use configurable wizard templates instead of hardcoded wizards
`use_enhanced_payroll_wizard`	`boolean`	Enable 7-step PF-41 based payroll wizard

IT — IT Asset Management (59)

Setting	Type	Description
`approval_threshold_high`	`numeric(12,2)`
`approval_threshold_low`	`numeric(12,2)`
`approval_threshold_medium`	`numeric(12,2)`
`asset_depreciation_method`	`text`
`asset_tag_prefix`	`text`	Prefix for auto-generated asset tags
`asset_tag_sequence`	`integer`
`auto_create_it_onboarding`	`boolean`
`auto_notify_stakeholders`	`boolean`
`auto_retirement_days`	`integer`
`auto_retirement_enabled`	`boolean`
`business_days`	`integer[]`	Array of ISO weekday numbers (1=Monday, 7=Sunday) for SLA calculations
`business_hours_end`	`time without time zone`
`business_hours_start`	`time without time zone`
`cab_required_threshold`	`text`
`change_freeze_periods`	`jsonb`	JSON array of {start_date, end_date, reason} objects
`change_lead_time_days`	`integer`
`change_request_prefix`	`text`
`change_request_sequence`	`integer`
`compliance_check_frequency`	`text`
`contract_alert_days`	`integer[]`
`contract_number_prefix`	`text`
`contract_number_sequence`	`integer`
`critical_vuln_alert_days`	`integer`
`custom_fields`	`jsonb`
`dashboard_refresh_interval_seconds`	`integer`
`default_new_hire_equipment`	`jsonb`
`default_sla_resolution_hours`	`integer`
`default_sla_response_hours`	`integer`
`deprovisioning_sla_hours`	`integer`
`emergency_change_requires_approval`	`boolean`
`enable_qr_codes`	`boolean`
`enable_sla_escalation`	`boolean`
`harvesting_inactivity_days`	`integer`
`high_vuln_alert_days`	`integer`
`incident_number_prefix`	`text`
`incident_number_sequence`	`integer`
`it_onboarding_template_id`	`uuid`
`kb_suggestion_limit`	`integer`	Maximum number of suggested knowledge base articles shown when creating a ticket
`kpi_targets`	`jsonb`	JSON object with KPI target values for dashboard widgets
`license_alert_days`	`integer[]`
`license_harvesting_enabled`	`boolean`
`offboarding_checklist_template_id`	`uuid`
`patch_compliance_target_percent`	`integer`
`provisioning_sla_hours`	`integer`
`purchase_order_prefix`	`text`
`purchase_order_sequence`	`integer`
`purchase_request_prefix`	`text`
`purchase_request_sequence`	`integer`
`require_assignment_approval`	`boolean`
`require_rollback_plan`	`boolean`
`require_three_quotes_above`	`numeric(12,2)`
`require_vendor_insurance`	`boolean`
`ticket_number_prefix`	`text`	Prefix for auto-generated ticket numbers
`ticket_number_sequence`	`integer`
`true_up_reminder_days`	`integer`
`use_configurable_wizards`	`boolean`	PF-41: Use configurable wizard templates when true; otherwise use hardcoded wizards.
`vendor_rating_enabled`	`boolean`
`vulnerability_scan_frequency`	`text`
`widget_preferences`	`jsonb`

LO — Leadership (30)

Setting	Type	Description
`ai_enabled`	`boolean`	Enable AI features for Leadership OS module
`custom_fields`	`jsonb`
`default_article_visibility`	`text`	private, team, organization
`default_issue_priority`	`text`	low, medium, high
`default_meeting_duration_minutes`	`integer`
`default_rock_duration_days`	`integer`
`enable_article_ratings`	`boolean`
`enable_gwc_assessments`	`boolean`
`enable_issue_voting`	`boolean`
`enable_meeting_notes`	`boolean`
`enable_rock_notifications`	`boolean`
`enable_vision_sharing`	`boolean`
`gwc_assessment_frequency_days`	`integer`
`issue_auto_archive_days`	`integer`
`issue_number_prefix`	`text`	Prefix for issue IDs (e.g., ISSUE)
`issue_number_sequence`	`integer`	Next sequence number for issue generation
`max_rocks_per_quarter`	`integer`
`meeting_number_prefix`	`text`	Prefix for meeting IDs (e.g., MTG)
`meeting_number_sequence`	`integer`	Next sequence number for meeting generation
`meeting_reminder_minutes`	`integer`
`require_smart_validation`	`boolean`
`rock_number_prefix`	`text`	Prefix for quarterly rock IDs (e.g., ROCK)
`rock_number_sequence`	`integer`	Next sequence number for rock generation
`scorecard_threshold_green`	`numeric(5,2)`
`scorecard_threshold_yellow`	`numeric(5,2)`
`smart_minimum_score`	`integer`
`smart_wizard_enabled`	`boolean`
`use_configurable_wizards`	`boolean`	PF-41: Use configurable wizard templates when true; otherwise use hardcoded wizards.
`version_retention_days`	`integer`
`week_start_day`	`integer`	0=Sunday, 1=Monday, etc.

PF — Platform (76)

Setting	Type	Description
`allowed_file_types`	`text[]`	Array of allowed MIME types for file uploads. Organizations can customize this list.
`analytics_events_retention_days`	`integer`
`auto_version_templates`	`boolean`
`bulk_operation_items_per_second`	`integer`	Bulk operation processing rate (items per second). Range: 1-100.
`bulk_operation_rollback_window_hours`	`integer`	Hours after completion during which a bulk operation can be rolled back. Range: 1-168.
`condition_cache_max_entries_per_org`	`integer`	PF-32: Maximum cached condition evaluation entries per organization. Default 1000.
`condition_evaluation_complexity_threshold`	`integer`	PF-32: Number of conditions above which to use server-side evaluation. Default 5.
`condition_metrics_retention_days`	`integer`	PF-32: Days to retain condition evaluation metrics before archival. Default 90.
`custom_fields`	`jsonb`
`custom_metric_retention_days`	`integer`	Days to retain pf_custom_metric_values. Enforced by retention job. Range: 30-365.
`custom_metrics_enabled`	`boolean`	When false, custom metrics routes/UI are hidden and SLA detection jobs skip this org.
`data_retention_default_years`	`integer`	Default retention period in years for data lifecycle management (1-100). Used as fallback when no entity-specific policy exists.
`default_letterhead_id`	`uuid`
`default_page_size`	`integer`	Default number of items per page in data tables
`default_widget_limit`	`integer`
`device_trust_expiration_days`	`integer`
`email_signature_allow_user_customization`	`boolean`	Allow users to customize their personal signature
`email_signature_require_disclaimer`	`boolean`	Require compliance disclaimer on all signatures
`email_signature_require_org_default`	`boolean`	Require organization default signature before users can send emails
`enabled_modules`	`jsonb`	Controls which top-level modules are visible to users
`enabled_nav_groups`	`jsonb`	Controls nav group visibility, e.g., {“hr.ats”: false}
`export_download_link_expiration_days`	`integer`	Signed download link TTL in days (1-30)
`export_file_expiration_days`	`integer`	Export file retention in days before cleanup (1-365)
`export_max_size_mb`	`integer`	Max export size in MB (10-5000)
`export_queue_processing_rate_per_minute`	`integer`	Max export jobs processed per minute per org (1-10)
`feature_flag_cache_ttl_minutes`	`integer`
`formatting_currency_code`	`text`	ISO 4217 currency code for formatting (e.g., USD, EUR, GBP)
`formatting_date_format`	`text`	Date format pattern (e.g., MM/dd/yyyy, dd/MM/yyyy, yyyy-MM-dd)
`formatting_locale`	`text`	BCP 47 locale tag for number/date formatting (e.g., en-US, de-DE)
`formatting_number_decimals`	`integer`	Default decimal places for number formatting (0-10)
`fw_service_role_event_expiry_hours`	`integer`	Expiry window in hours for service-role published events (NFR-3.3). Default 24 hours. Events published via service role must include expires_at timestamp within this window. Range: 1-168 hours (1 week max).
`fw_service_role_event_publishers`	`jsonb`	Allowlist of service identities permitted to publish events via service role (NFR-3.3). JSONB array of service identity names/IDs. Used by Edge Function validation supplement for service-role event publishing.
`headshot_allowed_styles`	`text[]`	Available style identifiers
`headshot_default_count`	`integer`	Default headshots per job (10–200)
`headshot_default_provider`	`text`	Default AI provider
`headshot_generation_enabled`	`boolean`	Enable/disable AI headshot generation
`headshot_monthly_limit`	`integer`	Max headshot jobs per month (0–500)
`headshot_upload_retention_days`	`integer`	Source photo retention days (7–365)
`integration_logs_retention_days`	`integer`
`max_excel_preview_rows`	`integer`
`max_file_size_bytes`	`bigint`	Maximum file upload size in bytes (default 50MB)
`pf_ai_template_gen_enabled`	`boolean`	PF-64 Phase 2: Enables AI-powered template generation features (description-to-template, section suggestions). Default false; set per-org.
`pf_templates_enabled`	`boolean`
`query_performance_anomaly_new_pattern_alert`	`boolean`	PF-52 Phase 6: Send notification when a new query pattern is detected
`query_performance_anomaly_spike_alert`	`boolean`	PF-52 Phase 6: Send notification when query execution time spikes above threshold
`query_performance_anomaly_spike_threshold`	`integer`	PF-52 Phase 6: Percentage increase over baseline p95 that triggers a spike alert (default 50%)
`query_performance_capture_plan`	`boolean`	PF-52 Phase 5: Enable execution plan capture at slow-query logging time (before redaction)
`query_performance_log_retention_days`	`integer`	Number of days to retain query performance log entries before cleanup.
`query_performance_pattern_analysis`	`boolean`	PF-52 Phase 6: Enable query fingerprint pattern clustering on the Patterns tab
`query_performance_recommendations`	`boolean`	PF-52 Phase 5: Enable index recommendation engine on the Recommendations tab
`query_performance_slow_threshold_ms`	`integer`	Slow query threshold in milliseconds; queries exceeding this are flagged and logged.
`quota_default_api_calls_per_day`	`integer`	Default API call quota per day (PF-43)
`quota_default_custom_objects`	`integer`	Default custom object quota (PF-43)
`quota_default_grace_period_hours`	`integer`	Default grace period in hours (PF-43)
`quota_default_storage_gb`	`numeric(15,2)`	Default storage quota in GB (PF-43)
`quota_default_users`	`integer`	Default user quota (PF-43)
`quota_default_workflow_executions_per_day`	`integer`	Default workflow execution quota per day (PF-43)
`quota_violation_logging_interval_hours`	`integer`	Min hours between logging duplicate soft violations (PF-43)
`rate_limit_default_per_day`	`integer`	Default rate limit per day for organizations without custom limits
`rate_limit_default_per_hour`	`integer`	Default rate limit per hour for organizations without custom limits
`rate_limit_default_per_minute`	`integer`	Default rate limit per minute for organizations without custom limits
`rate_limit_violation_alert_threshold`	`integer`	Alert platform admins after N violations per hour for an organization
`realtime_fallback_poll_ms`	`integer`	Polling interval (ms) when Realtime is disconnected. Default: 30000 (30s).
`realtime_max_channels`	`integer`	Maximum concurrent Supabase Realtime channels per browser client. Default: 20.
`require_letterhead_on_export`	`boolean`
`search_debounce_ms`	`integer`	Debounce delay for search inputs in milliseconds
`security_failed_login_threshold_per_hour`	`integer`	Number of failed logins from same IP per hour before triggering suspicious_activity. Range: 1-100.
`security_suspicious_activity_window_hours`	`integer`	Time window (hours) for evaluating suspicious activity patterns. Range: 1-168.
`server_side_condition_evaluation_enabled`	`boolean`	PF-32: Enable server-side condition evaluation for complex forms. Default false.
`session_expiration_hours`	`integer`
`session_pii_retention_days`	`integer`
`signature_expiration_hours`	`integer`
`signature_reminder_hours`	`integer`
`swim_lane_builder_enabled`	`boolean`	PF-73: Enable/disable swim lane builder for the organization
`validation_async_timeout_ms`	`integer`	PF-55: Async validation timeout in ms (1000-30000). Default 5000.
`validation_default_phone_format`	`text`	PF-55: Default phone format for validation (us \| international).

PF — Transcription (13)

Setting	Type	Description
`audio_retention_days`	`integer`
`custom_fields`	`jsonb`
`default_llm_vendor`	`text`
`default_stt_vendor`	`text`
`default_template_id`	`uuid`
`enable_part2_handling`	`boolean`
`enable_phi_detection`	`boolean`
`is_enabled`	`boolean`
`monthly_cost_alert_threshold_usd`	`numeric(10,2)`
`per_session_cost_alert_threshold_usd`	`numeric(10,2)`
`require_mfa_for_attestation`	`boolean`
`retain_audio`	`boolean`
`transcript_retention_days`	`integer`

PM — Practice Management (97)

Setting	Type	Description
`ahcccs_compliance_window_hours`	`integer`	PM-41: AHCCCS compliance window in hours (24-168)
`ahcccs_min_billable_minutes`	`integer`	PM-07: Minimum minutes for AHCCCS timed billing (default 8)
`ai_coding_confidence_threshold`	`numeric(3,2)`	PM-64: min confidence to surface suggestion (default 0.60)
`ai_coding_cost_cap_per_suggestion`	`numeric(5,2)`	PM-64: max USD per suggestion (default $0.05)
`ai_coding_enabled`	`boolean`	PM-64: master switch for AI coding suggestions
`appointment_reminder_days_first`	`integer`	First reminder: days before appointment (default 7)
`appointment_reminder_days_second`	`integer`	Second reminder: days before appointment (default 1)
`auth_alert_intervals_days`	`jsonb`	PM-47: Array of days-before-expiration to trigger alerts (e.g., [14,7,3,1])
`auth_unit_warning_threshold_pct`	`numeric(5,2)`	PM-47: Percentage of authorized units used that triggers a warning (e.g., 80.00)
`auto_apply_modifiers`	`boolean`
`auto_approval_threshold`	`numeric(12,2)`
`auto_calculate_encounter_cost`	`boolean`
`batch_async_threshold`	`integer`	PM-24: Above this count use async execution with progress dialog (default 50).
`batch_size_max`	`integer`	PM-24: Max items per batch operation (default 200).
`bh_block_grant_modifiers`	`text[]`
`billing_provider_npi`	`text`	Billing provider NPI used for claim generation (PM-08). Configured in PM Settings.
`charge_recon_charge_lag_days`	`integer`	Days after encounter before flagging missing charge. Default 3. Range 1-30.
`charge_recon_claim_lag_days`	`integer`	Days after charge before flagging missing claim. Default 5. Range 1-60.
`charge_recon_detect_duplicates`	`boolean`	Enable/disable duplicate charge detection. Default true.
`charge_recon_detect_zero_amount`	`boolean`	Enable/disable zero-amount charge detection. Default true.
`charge_recon_enabled`	`boolean`	Enable/disable nightly charge reconciliation job. Default true.
`charge_recon_payment_lag_days`	`integer`	Days after claim before flagging missing payment. Default 45. Range 7-365.
`charge_review_required_roles`	`text[]`	PM-07: Roles that must review/approve charges
`checkin_eligibility_enabled`	`boolean`
`checkin_eligibility_notification_enabled`	`boolean`
`checkin_eligibility_timeout_seconds`	`integer`
`claim_filing_deadline_days`	`integer`	Days from service date to file a claim (default 365)
`claim_number_prefix`	`text`
`claim_number_sequence`	`integer`
`clean_claim_threshold_percent`	`integer`	Target clean claim rate percentage (default 95)
`cob_order_change_triggers_reverification`	`boolean`
`cob_secondary_claim_auto_trigger`	`boolean`
`concurrent_review_lead_days`	`integer`	PM-47: Days before review due date to surface in worklist (e.g., 7)
`cost_accounting_enabled`	`boolean`
`court_deadline_warning_days`	`integer`	Days-out threshold for court deadline warning indicator
`crossover_routing`	`text`
`custom_fields`	`jsonb`	Organization-specific metadata
`days_in_ar_target`	`integer`	Target days in accounts receivable (default 45)
`default_fee_schedule_id`	`uuid`	PM-07: Default fee schedule for charge capture when none specified
`default_place_of_service`	`text`	PM-07: Default POS code for new charges
`denial_appeal_default_days`	`integer`
`denial_bulk_resubmit_batch_size`	`integer`
`denial_prediction_enabled`	`boolean`	Master toggle for AI denial prediction feature.
`denial_prediction_high_risk_threshold`	`integer`	Risk score threshold (0-100) above which claims are classified as high-risk.
`documentation_window_hours`	`integer`	PM-07: Window in hours to capture charge from note (default 48)
`edi_stall_threshold_days`	`integer`	Number of days an enrollment can remain in pending_payer status before being flagged as stalled
`eligibility_check_frequency`	`text`	When to check insurance eligibility: per_encounter, daily, weekly
`era_recon_ai_lookback_days`	`integer`	Number of historical days used for AI pattern detection analysis
`era_recon_auto_enabled`	`boolean`	Whether ERA reconciliation runs automatically on payment posting
`era_recon_variance_threshold`	`numeric(10,2)`	Minimum dollar variance to flag an ERA claim line as underpaid
`estimate_validity_days`	`integer`	Number of days a cost estimate remains valid before requiring refresh
`fhir_patient_access_enabled`	`boolean`	PM-55: Enables FHIR Patient Access API (SMART App Launch v2.0). Per-tenant feature flag for phased rollout.
`financial_clearance_threshold`	`numeric(10,2)`	Patient responsibility amount that triggers auto-referral to financial counseling (PM-32)
`intake_auto_schedule_enabled`	`boolean`	PM-38: Whether automated intake appointment scheduling is enabled
`intake_match_availability_days`	`integer`	PM-38: Number of days ahead to search for provider availability (1-30)
`intake_match_max_latency_sec`	`integer`	PM-38: Maximum seconds allowed for matching algorithm execution (1-60)
`intake_override_alert_pct`	`integer`	PM-38: Override percentage threshold that triggers alerts (1-100)
`kiosk_consent_signing_enabled`	`boolean`	When true, kiosk includes consent form signing step.
`kiosk_copay_collection_enabled`	`boolean`	When true, kiosk includes copay collection step.
`kiosk_enabled`	`boolean`	Enable/disable kiosk self-service check-in for this organization.
`kiosk_inactivity_timeout_seconds`	`integer`	Seconds of inactivity before kiosk session times out. Default 90s. Range 30-300.
`kiosk_insurance_card_capture_enabled`	`boolean`	When true, kiosk includes insurance card photo capture step.
`max_plan_duration_months`	`integer`	PM-45: Maximum payment plan duration in months
`min_installment_amount`	`numeric(12,2)`	PM-45: Minimum monthly installment for payment plans
`missed_payments_default_threshold`	`integer`	PM-45: Consecutive missed payments before plan defaults
`mrn_auto_generate`	`boolean`	When true, MRN is auto-generated on patient registration
`mrn_prefix`	`text`	Prefix for auto-generated Medical Record Numbers (e.g. MRN-)
`no_show_risk_alert_threshold`	`integer`	PM-41: No-show risk score threshold for alerts (50-95)
`patient_merge_undo_window_hours`	`integer`	PM-01-EN-01: Hours after a patient merge during which an authorized user may undo it.
`payment_number_prefix`	`text`
`payment_number_sequence`	`integer`
`portal_packet_default_due_days`	`integer`	PM-12-EN-01: Default number of days from assignment to packet due date.
`portal_packet_reminder_cadence_hours`	`integer`
`portal_packet_required_item_types`	`jsonb`
`portal_packet_scheduling_block_enabled`	`boolean`	PM-12-EN-01: When true, scheduling is blocked until required packet items are completed.
`rcm_override_window_hours`	`integer`	Hours within which automated actions can be manually overridden
`rcm_queue_claim_lock_hours`	`integer`	Hours a claimed work queue item is locked to the specialist
`rcm_queue_weight_aging`	`numeric(3,2)`	AR queue scoring weight for aging tier (0.00-1.00)
`rcm_queue_weight_balance`	`numeric(3,2)`	AR queue scoring weight for balance amount (0.00-1.00)
`rcm_queue_weight_payer_rate`	`numeric(3,2)`	AR queue scoring weight for payer collection rate (0.00-1.00)
`rcm_queue_weight_service`	`numeric(3,2)`	AR queue scoring weight for service type value (0.00-1.00)
`recred_alert_lead_days`	`integer`	PM-17: Days before recert_due_on to raise re-credentialing alerts (default 90, range 7-365).
`referral_number_prefix`	`text`
`referral_number_sequence`	`integer`
`referral_sla_default_hours`	`integer`	Default SLA window (hours) for new inbound referrals
`reminder_channels`	`text[]`	Active delivery channels for appointment reminders: sms, email, voice
`reminder_email_template`	`text`	Email body template. Same merge fields as SMS.
`reminder_sms_template`	`text`	SMS message template. Merge fields: {{patient_name}}, {{appointment_date}}, {{appointment_time}}, {{provider_name}}, {{organization_name}}
`reminder_voice_template`	`text`	Voice/IVR script template. Same merge fields as SMS.
`small_balance_writeoff_threshold`	`numeric(12,2)`	PM-45: Balances below this auto-qualify for write-off
`snapshot_retention_days`	`integer`
`telehealth_default_platform`	`text`	PM-13: Default platform (stub, zoom, doxy).
`telehealth_recording_retention_days`	`integer`	PM-13: Recording retention days.
`telehealth_require_consent_every_encounter`	`boolean`	PM-13: Re-obtain consent per encounter.
`use_configurable_wizards`	`boolean`	PF-41: Use configurable wizard templates when true; otherwise use hardcoded wizards.
`waitlist_abandon_risk_alert_threshold`	`integer`	PM-41: Waitlist abandon risk score threshold for alerts (50-95)
`writeoff_approval_threshold`	`numeric(12,2)`	PM-45: Dollar threshold requiring director-level write-off approval

PM — RPA (3)

Setting	Type	Description
`default_retry_count`	`integer`	Default retry count for new bot configurations (0-10)
`failure_alert_threshold`	`integer`	Consecutive bot execution failures before alerting RPA admins (1-20)
`max_concurrent_sessions`	`integer`	Maximum simultaneous headless browser sessions per organization (1-20)

RH — Recovery Housing (27)

Setting	Type	Description
`ai_enabled`	`boolean`	Enable AI features for Recovery Housing module
`audit_critical_response_hours`	`integer`	Required response time for critical audit findings in hours
`audit_major_response_days`	`integer`	Required response time for major audit findings in days
`audit_minor_response_days`	`integer`	Required response time for minor audit findings in days
`audit_observation_response_days`	`integer`	Required response time for audit observations in days
`auto_assign_beds_from_waitlist`	`boolean`
`auto_create_invoices`	`boolean`
`auto_save_interval_seconds`	`integer`	Interval in seconds for auto-saving wizard and form drafts. Range: 10-300 seconds.
`curfew_grace_period_minutes`	`integer`
`custom_fields`	`jsonb`	Organization-specific module configuration. Examples: {“default_payment_method”: “check”, “require_sponsor_approval”: true, “grace_period_override_days”: 3, “custom_phase_names”: {“1”: “Orientation”, “2”: “Foundation”}, “intake_form_id”: “frm_123”}
`default_stay_duration_days`	`integer`
`discharge_planning_initiation_days`	`integer`	Days before planned discharge date to begin discharge planning process. Range: 7-90 days.
`draft_expiration_days`	`integer`	Number of days before unsaved wizard drafts expire and are deleted. Range: 1-90 days.
`email_sender_address`	`text`	Optional per-module email sender address (e.g. admissions@domain.com). Falls back to org default if null.
`integrate_with_fa`	`boolean`
`integrate_with_hr`	`boolean`
`license_expiry_warning_days`	`integer`
`minimum_attendance_percentage`	`numeric(5,2)`
`outcome_follow_up_days`	`integer[]`	Array of days post-discharge to schedule outcome follow-up assessments (e.g., 7, 30, 90, 180, 365).
`phase_1_duration_days`	`integer`
`phase_2_duration_days`	`integer`
`phase_3_duration_days`	`integer`
`phase_4_duration_days`	`integer`
`resident_number_prefix`	`text`
`resident_number_sequence`	`integer`
`use_configurable_wizards`	`boolean`	PF-41: Use configurable wizard templates instead of hardcoded wizards
`waitlist_priority_by_referral_date`	`boolean`

Platform Reference

Module Settings Reference