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Custom View Filtering

Custom views are used to define and display specific groups or subsets of clients, users, loan accounts, and other entities. Examples of custom views include:

  • Listing all clients in an active state.
  • Listing all loan accounts that are 90 days in arrears.
  • Listing all the withdrawal transactions higher than USD700,000.

Custom views may be used to configure tabs and reports in the Mambu UI. Once they are defined, they may also be used to filter requests with the Mambu v1 API. Several GET requests allow filtering the returned results with the criteria defined by an existing custom view. This can be a quick and convenient way to easily filter requests.

For more information on using custom views to filter requests, see Custom Views and API v1 in our User Guide. For general information, see Custom Views.