Ideas for the Mambu Banking Engine

Tasks on account level

What: Possibility to create tasks on a loan/deposit account level
 
Why: Some tasks are specific to a particular account rather than a client, and this would allow to easily identify account to which the task is related to. Such functionality would be especially useful for clients that have multiple accounts: both savings and loans.
 
Additionally, it would allow to add and automatically populate account specific information using the task template placeholders (like for example account ID, balance, due amount or maturity date). Having account specific informaiton in the task text would make some processes easier and more efficient for Users who contact Clients based on the task raised, for example to follow-up on a missed payment.
  • Dorota Nosal
  • Apr 19 2016
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