Ideas for the Mambu App

Upload client/ account attachments in bulk

What: in the "Attachments" section at client or account level, create the option to attach multiple documents in one go and allow to define “Title” and “Description” for each one in the process.

Why:

  • Current process only allows uploading documents one by one which is time consuming if the Credit Officer, or the user with required permissions, needs to upload multiple documents for the same client.
  • Daily workflow of organizations requires multiple documents to be stored at the client level before the client is approved to open accounts with the organization, for example, ID documents, multiple bank statements, void check etc.
  • Ancuta Covaci
  • Sep 19 2016