Ideas for the Mambu Banking Engine

Add the "Total Balance Amount" as account placeholder in Deposit Document Templates

What: add the "Total Balance Amount" as account placeholder in Deposit Document Templates

Why: Organizations need to include the total balance amount of the account as part of the Bank Reference document that is regularly requested by clients. Currently, this information can only be retrieved with a "Transaction Placeholder" but in some cases, transaction detail information is not required or it doesn't need to be shared. There is not a separate placeholder for this amount to be included in the document/contract.

  • Kareem Barreto
  • Nov 19 2018
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