Ideas for the Mambu Banking Engine

Automatically create and export/ email recurring reports

How:

Setup a schedule for reports to be created as snapshot at the given time
Especially useful for ageing report / portfolio report after midnight to 1’st of every month.

Why:

Today we need to export some reports manually and they have to be created after midnight 1’st of the month, but before any transaction takes place in the morning of the 1’st of the month. Would be great to have them automatically created and sent by email or stored in Mambu for download.

There are various cases when files in different formats must be posted to banks on a daily bases. For tenants sharing an environment with no direct access to the DB this can be achieved based on 2 strategies:

1)Design a Jasper report to be manually triggered 

pros: all is in one file in Mambu, no other technical skills are required to develop a external system just SQL 

cons: manually triggered(the biggest inconvenient), linked with the DB schema, generation can be missed by being human based

2)Create a external app to retrieve the data via APIs

pros: can achieve an 100% automation, reliability

cons: impressive load on the backends and DB, developer skills are required to create the app for calls orchestration, data aggregation, file creation and triggers to start the processes 

What:

1)Report scheduler in Mambu. Define when to run a report generation. The generated version will be stored for download.

pros: all is in one file in Mambu, no other technical skills are required to develop a external system just SQL, automated 

cons: linked with the DB schema

2)External app to fire reports generation over APIs. Register with an url for report download

pros: can achieve an 100% automation, reliability 

cons: linked with the DB schema, developer skills are required to call the APIs for creation, download of the reports and triggers to start the processes for the API calls 

  • Richard Axelsson
  • Sep 12 2016
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