Generalsettingsapiv1
General Organisation Settings
whether loan disbursals need to be approved by another Mambu user
the number of days an account must be in arrears before the overdue loan is written off
Description for assignmentConstraints in GeneralSettingsApiV1
the number of days between automatic accounting closures, if this is set to 0 closures will have to be made manually
the pattern for automatically generated client IDs where
the date and time format that will be used, eg DATE_TIME_FORMAT dd-MM-yyyy hh:mm
the character used to separate major and minor currency units as well as tenths, hundreths etc, such as for interest rates
the default role assigned to new clients
the default state a new client will be given when created
the encoded key of the default role which will be assigned when adding members to groups
the default state for new lines of credit
the encoded key of the default channel which will be used for transactions
duplicateClientChecks object[]
a list of checks that will be carried out when creating a new client to identify duplicates
whether this rule is currently active
what field will be checked by this rule
what kind of entity this check will be performed on
Possible values: [CLIENT, IDENTIFICATION_DOCUMENT]
the automatically generated encoded ID for this item
8a19b7057471f4af017472dc0fd80472index in list if there are multiple checks for the same entity
Description for duplicateClientConstraintAction in GeneralSettingsApiV1
a list of features which are enabled for this Mambu tenant
the automatically generated encoded ID for this item
8a19b7057471f4af017472dc0fd80472whether end of day processing will be started automatically at midnight local time or manually
Possible values: [MANUAL, AUTOMATIC]
whether a client can take out an unlimited amount in loans or there are constraints
Possible values: [UNLIMITED, SUM_OF_LOANS, SUM_OF_LOANS_MINUS_SAVINGS]
a maximum exposure representing the most a given client can take out in loans
generalHolidays object[]
a list of holidays applying to the whole organisation
the date and time when this holiday was created
the day of the month on which this holiday occurs
the automatically generated encoded ID for this item
8a19b7057471f4af017472dc0fd80472whether the holiday is a one-off or occurs every year
an internal ID for this holiday
the month in which this holiday occurs
the name of this holiday
the year in this this holiday takes place
the pattern that will be used when generating IDs for new groups
the maximum number of members who can be included in a group
the pattern used to generate IDs for lines of credit
the maximum number of ID documents that can be associated with one client
the maximum number of documents that can be attached to one journal entry
the number of days before it is no longer possible to undo a closed loan
whether a single client can be a member of multiple groups
whether a single client can take out more than one loan
nonWorkingDays object[]
a list of non-working days
the date and time when this non-working day was created
the day of the week, eg. MONDAY, SUNDAY
the automatically generated encoded ID for this item
8a19b7057471f4af017472dc0fd80472whether arbitrary ID documents can be attached to a client
the pattern used for generating IDs for tills
{
"approvalDisbursalTwoManRuleEnabled": true,
"arrearsDaysBeforeWriteOff": 0,
"assignmentConstraints": [
"string"
],
"automatedAccountingClosuresInterval": 0,
"clientIDFormat": "string",
"dateFormats": "string",
"decimalSeperator": "string",
"defaultClientRoleKey": "string",
"defaultClientState": "string",
"defaultGroupRoleKey": "string",
"defaultLineOfCreditState": "string",
"defaultTransactionChannelKey": "string",
"duplicateClientChecks": [
{
"active": true,
"dataField": "string",
"dataItemType": "CLIENT",
"encodedKey": "8a19b7057471f4af017472dc0fd80472",
"groupIndex": 0
}
],
"duplicateClientConstraintAction": "string",
"enabledComponents": [
"string"
],
"encodedKey": "8a19b7057471f4af017472dc0fd80472",
"eodProcessingMethod": "MANUAL",
"exposureType": "UNLIMITED",
"exposireAmount": "string",
"generalHolidays": [
{
"creationDate": "2024-07-29T15:51:28.071Z",
"dayOfMonth": 0,
"encodedKey": "8a19b7057471f4af017472dc0fd80472",
"isAnnualyRecurring": true,
"keyId": "string",
"monthOfYear": 0,
"name": "string",
"year": 0
}
],
"groupIDFormat": "string",
"groupSizeLimitType": "string",
"lineOfCreditIdFormat": "string",
"maxAllowedIdDocumentAttachments": 0,
"maxAllowedJournalEntryDocumentAttachments": 0,
"maxAllowedUndoClosurePeriod": 0,
"multipleGroupMembership": "string",
"multipleLoans": "string",
"nonWorkingDays": [
{
"creationDate": "string",
"dayOfWeek": "string",
"encodedKey": "8a19b7057471f4af017472dc0fd80472"
}
],
"otherIdDocumentsEnabled": true,
"tillIDFormat": "string"
}