Ideas for the Mambu Banking Engine

Adding fields stored in grouped custom field sets in reports (views and presets)

What: A possibility to add fields captured in a grouped custom field set as columns in views and presets for reporting purposes. 

Why: Organisations need to include information captured in grouped custom field sets in reports as well. For example, the typical use for this type of Custom Field set is to capture:

- family members or dependants (information used when making a credit approval decision)
- bank account details, e.g.: bank name, account number, SWIFT code, etc (useful for bank transfers, daily disbursements, reconciiations)
- additional/ alternative addresses (communication sent by collections team by a letter)
  • Dorota Nosal
  • Apr 26 2016
  • Shipped
  • Attach files