Mambu Banking Engine

Ideas aimed to improve the current experience provided by the Mambu Banking Engine.

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When clicking account ID, show directly account details (without the list of accounts)

WHAT:After clicking account ID (as a link or in searchbar) instead of showing client name and tabs with accounts, show directly the account details, e.g. by:- scrolling down automatically to the account details, or- storing the list of accounts in...

Created 26 Oct 04:52pm by Bartosz Kolodziej

Notifications / UX

0
1 Vote

Add new tabs at the Client/Group level to segregate accounts

What?Add new tabs at the Client/Group level to segregate accounts by state. Similarly as it’s currently available for “Closed Accounts”. Why?Some organizations manage a large number of loans per client. As the number of loans and history of the cl...

Created 30 May 07:39pm by Kareem Barreto

Notifications / UX / Clients

0
1 Vote

Allow searching by custom field values in the “magic” search bar

What: Allow searching by custom field values in the UI “magic” search barWhy: Organizations that capture client or account information in custom fields need to quickly lookup the customer or account details based on the custom field values. For ex...

Created 4 Apr 09:55am by Ancuta Covaci

Notifications / Workflows / UX / Data management

0