Mambu Banking Engine

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

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 o...

Created 19 Sep 03:57pm by Ancuta Covaci

Notifications / Documents

0
18 Vote

Webhook triggers for Interest Applied and Fee Charged transactions

What: Add new webhook triggers for Interest Applied and Fee Charged transactions and their reversals. Why: Organizations interested in balance-changing transactions do not have an option to send webhooks to external systems for these two transacti...

Created 10 May 04:19pm by Rodrigo Ocampo Uribe

Loan Lifecycle / Fees / Notifications

1 Planned
18 Vote

Retrieve populated document templates as pdf via API

What: Allow API users to retrieve populated document templates like contracts for a given loan or savings account or transaction. The returned populated document should be made available as PDF. Why: During an online loan origination process a con...

Created 13 Jan 09:27am by Dorota Nosal

Notifications / Documents

0
16 Vote

Fire reporting(custom jasper reports) via APIs

Why: A good data extraction option. Currently available over UI. Once exposed via APIs can be included in automation processes and remove stress from other data retrieval channels APIs or Web Hooks.

Created 15 Feb 09:24am by Alin Burlacu

Admin / Reporting / API

1
15 Vote

Dynamic Loans: ability to choose prepayment recalculation at repayment time

What: A possibility to choose between the below 2 pre-payment recalculation options (available with the "Pre-Payment Allocation” = “On Upcoming Pending Installment Only”) at the moment of posting a repayment that is a pre-repayment:a) Reduce Amoun...

Created 19 Mar 10:57am by Dorota Nosal

Loan Lifecycle

0 Planned
13 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 2 Nov 08:44am by Alin Burlacu

Notifications / API / Custom Views

0 Planned
13 Vote

Options for managing interest accrual and application after loan maturity

What:Add more options/ parameters for managing loan interest accrual and application after maturity, for both Dynamic & Fixed loan types, such as:- Stop accruing any interest after loan maturity- Accrue interest but don’t apply it to the accou...

Created 9 Apr 09:35pm by Rodrigo Ocampo Uribe

Loan Lifecycle

0
11 Vote

Backdate EOD Journal Entries to Comply with Accounting Principles

What?Options:Value date EOD journal entries to 23:59:59 on a given day and recalculate the accruals in case of backdated repayments / transactions. So that interest accruals are correctly accounted to the dates when the actions described below are...

Created 13 Nov 06:25am by Sascha Dannroth

Ledger

0 Planned
11 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 16 Nov 01:44pm by Alin Burlacu

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

0 Planned
10 Vote

Additional conditions for triggering notifications

How:Add extra conditions for triggering notifications:For text:ContainsDoes not containNot equalFor dates:Next __ Days

Created 12 Sep 09:52am by Mirela Amariei

Notifications / Notifications

0 Planned