Mambu Banking Engine

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

Maker Checker / 4 Eyes Principle for client profile actions

What

Maker/checker controls for editing default and custom fields at the client level.

Why

Editing certain items of client records, especially those relating to sensitive data, may require approval from a more senior member of staff.

For instance, a customer service agent could speak with a client who wishes to change their national ID number or bank details, but said changes may need to be authorised by a supervisor.

  • James Anderson
  • Jun 18 2020
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