Ideas for the Mambu Banking Engine

More granular permissions relating to documents (attachments)

What

Separate permissions for the management of documents (attachments), e.g.:
* Delete documents before approval
* Delete documents after loan approval

As well as permissions for managing different type of documents, e.g.:
* Bank statement - view/edit
* Passport scan - view/edit

Why

Many organisations only approve the loan once certain documents have been received, and for reference purposes it should not be possible to delete these after loan approval.

It may also be the case that there are certain documents which should only be viewed or edited by users assigned to particular roles, based on their responsibilities in the organisation and data handling rules. This applies specifically to confidential documents, such as a bank account statement. 
  • James Anderson
  • Jan 29 2018
  • Attach files