Mambu Banking Engine

Ideas aimed to improve the current experience provided by the Mambu Banking Engine.

Add new tabs at the Client/Group level to segregate accounts

What?

Add new tabs at the Client/Group level to segregate accounts by state. Similarly as it’s currently available for “Closed Accounts”.

Why?

Some organizations manage a large number of loans per client. As the number of loans and history of the client increases, scrolling through the UI to search and access specific accounts become inefficient. As a result the client view become unmanageable and non-user friendly. (e.g. Invoice Financing business model)

By adding these additional tabs, users would then be able to select on a customer profile what set of accounts they would wish to access as they can do now with closed accounts.

  • Kareem Barreto
  • May 30 2019
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