Ideas for the Mambu Banking Engine

Separate template placeholders for First Name, Middle Name and Last Name

Mambu currently only provides a "Full Client Name" placeholder in all templates (contracts, notifications, statements etc.). There are many cases however where the client name needs to be split and/or where only the first name or last name needs to be used. 

Examples include: 

- loan contracts and legal documents require clear specification of first and last names; 

- in webhook notifications that are used to register accounts with third-party suppliers (e.g. for a mobile platform), first and last name need to be provided separately;

- in an SMS sent on successful deposit, some organizations wouldn't necessarily want to say "Hi Brett Meyerowitz" when a first name would suffice

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  • Aug 22 2014
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