Ideas for the Mambu App

2 VOTE

Add "All Branches" Display Option in the Loan Transactions Repayments Collection Screen

What: Add "All Branches" display option to the Repayment Collection screen. Currently loan installments due under the Repayments Collection can only be displayed for a specific branch, however it would be useful to also be able to select "All Bra...

Created 3 months ago by Suzana Dejkanovic

Lending Dynamic Loans / Loans / Custom Views / Payments

0
23 VOTE

Upload client/ account attachments in bulk

What: in the "Attachments" section at client or account level, create the option to attach multiple documents in one go and allow to define “Title” and “Description” for each one in the process.Why: Current process only allows uploading documents ...

Created over 2 years ago by Ancuta Covaci

Customer / Documents

0
3 VOTE

Separate permissions to edit loan terms and custom fields

What Split the current 'Edit Loan Accounts' permission into two, so that a loan's terms and custom information can be controlled separately. Why Certain users may be granted permission to change additional details about the loan, such as pay...

Created 4 months ago by James Anderson

Identification, Authentication, Authorization, Audit / Loans / Users

0
2 VOTE

Allow on-the-fly filtering for Authorization Holds by “externalReferenceId”

What: Allow on-the-fly filtering for Authorization Holds using “externalReferenceId” as a filter constraint. Why: Organizations would like to be able to retrieve details of a single authorization hold since it might happen that a specific hold is ...

Created 3 months ago by Ancuta Covaci

Deposits

0
1 VOTE

Credit arrangement placeholders available in notifications for loan account related events

What: Credit arrangement placeholders available in notifications for loan account-related events (SMS, Emails, webhooks). At least, the following should be available for the credit arrangement under which a given loan account is managed:- "id"- "a...

Created about 2 months ago by Dorota Nosal

Lending Fixed Loans / Notifications

0
12 VOTE

Tracking changes (audit trail) in Administration menu

Audit Trail will be implemented as a separate system that captures all http requests: see https://mambu.aha.io/features/ADN-10WhatAllow tracking changes in Administration menu and users who performed them.WhyFor organisations with a significant nu...

Created over 1 year ago by Jagoda Danielak

Mambu (old aha project) / Security

0 Planned
10 VOTE

Notifications (webhooks, sms, email) based on non financial and financial activities (events)

Why: Currently the notifications are triggered by different events. The majority of the events represent a transition from a state to another and this is very useful when defining a notification. Another part of the events are related to financ...

Created over 1 year ago by Alin Burlacu

Customer / Fees / Loans / Deposits / Workflows / Clients / Notifications

0 Planned
2 VOTE

Specify what data to be anonymised when cloning data from production to sandbox

What? Create the ability to select what data fields will be anonymised when cloning from production to sandbox. For example, a property on custom fields, but also on Mambu standard fields, to specify if a field should be obfuscated when cloning or...

Created 4 months ago by Sascha Dannroth

Tenant Configuration & Self-Service / Data management / Security

0
1 VOTE

Ability to control Mambu Current Business Date

Mambu should not take current business date from the system clock. Current date should be a parameter that is changed during EOD. This way EOD would be composed of: All operations with the current date (D+0) - "end of day" The increment of cu...

Created about 2 months ago by Przemysław Sroka

Tenant Configuration & Self-Service / Data management

0
9 VOTE

API retrieve all the columns of a custom view

Why: For reporting or file creation to be sent out to external parties custom view are used to extract data from Mambu. The current version is returning the specific entities as loans, client, etc except any column that is not part of the specific...

Created over 1 year ago by Alin Burlacu

Mambu (old aha project) / DX (Developer Experience) / Custom Views / API

0