Ideas for the Mambu Banking Engine

3 VOTE

Additional Repayment Schedule Placeholders

What An option to extend the current Repayment Schedule placeholders available in document templates in Mambu to include - 1) Amounts Paid columns -i) Principal Paidii) Interest Paidiii) Fee Paidiv) penalty Paidv) Total Paid 2) Paid dates 3) A...

Created over 2 years ago by Nishant Parikh

Mambu (old aha project) / Templates / Documents

0
1 VOTE

Option to include the instalment state in the repayment schedule placeholder

What An option to show or hide the state of an instalment with the repayment schedule placeholder, {REPAYMENT_SCHEDULE}. Why Some organisations may wish to send notifications including the schedule as a form of account statement, not just at the...

Created over 2 years ago by James Anderson

Customer / Notifications / Loans / Templates

0
1 VOTE

Allow using "mailto" links in Email notification templates

What: allow adding "mailto" into HTML links when defining an email template. E.g. <a href="mailto:someone@example.com">Send email </a> Why: this is one of the basic HTML functionality, allowing to initiate email to be sent to a specifi...

Created over 3 years ago by Ignas Peciura

Customer / Templates / Notifications

0
1 VOTE

Add Principal Balance placeholder to Document Templates

What: Add “Principal Balance” placeholder in the Document Templates (Products) to be available for Accounts. Why: Because some organisations might want to put in their loan contracts the total amount due when the loan is disbursed (i.e loan ...

Created over 3 years ago by Ancuta Covaci

Mambu (old aha project) / Templates

0 Already exists
2 VOTE

As a developer I would like to know how many records match my search criteria

What & Why: As an example I will take GET /api/repayments?dueFrom=2011-01-05&dueTo=2011-06-07 when the result set has 1500 records. In this case, as per the pagination default settings only 50 records will be returned. The end user has no ...

Created over 3 years ago by Alin Burlacu

Core Lending / UX / Templates / Users / Tasks / Notifications / Loans / Data Management / API

0
11 VOTE

New placeholders for webhook communication templates to provide the encoded key of the items

What:For webhook templates create placeholders to provide the encoded keys of Loan Accounts, Clients, Groups and group/client/account holder fieldsWhy:Encoded keys are the only unique key that identifies an object in Mambu. Having this available f...

Created about 4 years ago by Theodoros Bourliaskos

Mambu (old aha project) / Templates

0
9 VOTE

Mass email to all clients

There should be a feature to mass emaill all clients/groups (emails). Currently we have to pull all client's emails and prep for external program and use the same SMTP server as setup in mambu instance.

Created about 4 years ago by Tomas Žimantas

Mambu (old aha project) / Templates

0
2 VOTE

New notifications trigger for "Client/ Group Created"

What: A new triggering event in the communication templates that would send an Email/SMS/webhook when a new Client/ Group is created in the system. Why: Mambu only currently has "Client Approved", but some tenants would want to notify clients that...

Created over 4 years ago by Rodica Levitchi

Mambu (old aha project) / CRM / Workflows / Templates

1
1 VOTE

Client Type-Specific Notifications

What: to be able to generate different communication messages (eg via different templates) based on the Client Type. Why: Mambu is often used for managing CRM pipeline prospects – enabling the organization to register a client as a "Prospect" fis...

Created over 4 years ago by Rodica Levitchi

Mambu (old aha project) / CRM / Workflows / Templates

0
0 VOTE

Placeholders that identify the source account of a transfer transaction

What: Add placeholders to notification templates that identify the basic information of the source account of a transfer transaction, such as:- Source Account number- Source Account holder name- Source Account Product- Source Transaction type (e.g...

Created over 4 years ago by Rodrigo Ocampo Uribe

Mambu (old aha project) / Templates

0