55 docs tagged with "api"

Accounting rules allows you to create general rules for your accounts such as setting automatic accounting closures that recur on a regular basis and...

Adjustable Interest Rate (AIR) loans allow users to have all available interest rate types on **fixed interest rate** and **index interest rate**...

In Mambu, you can adjust overdraft terms on *Active* deposit accounts.

These response codes provide a more detailed description of any problems which may have occurred with an API call including incorrect parameters or...

The audit trail capability tracks all activities that have been performed in the Mambu Core Banking system via the UI or API...

The complete Audit Trail V2 API documentation can be found here: [Audit Trail V2](/api/pages/audit-trail/welcome)

There are two types of authorization holds:

Authorization Hold (also Card Authorization or Pre-authorization) is the practice of authorizing electronic transactions processed with a debit or a...

This page gives the full list of backwards compatibility changes, as far back as 2018. For more information on our user agreements regarding...

Export Journal Entries from Mambu.

Blocking funds in an account essentially means you prevent clients from withdrawing or transferring a specified amount. Clients can still withdraw...

A client discovers a charge on their account that they do not recognise, the payment is identified as a recurring SEPA Direct Debit and the client...

A *branch* in Mambu is the default label for an organization's subdivision. Often branches represent:

A 3rd party system is used to add and modify data in real time using Mambu's REST APIs. In certain cases, such as during regular scheduled...

Most bank clients today expect to be able to function in a fully cashless way, using debit and credit cards to make and receive payments as well as...

Before you start using cards in Mambu, make sure you do the following:

When a mortgage is rescheduled or refinanced, accrued interest that has not yet been applied is typically written off. The Carry Forward feature...

A *centre* is the default label for a subdivision of a *branch*, which is the default label for an organization subdivision. A centre can be...

Clients with deposit accounts can either receive credit interest for the amount they save, or they can be charged debit interest if their accounts go...

You can change the interest rate at account level for the following loan products:

A *client* models any customer that is just an individual. A *group* models any customer that is not an individual.

Extract all the client specific custom field values grouped by client. Each new client will be displayed on a new page.

This page describes the client life cycle. For general information on individual clients, see [Clients and Groups...

This page describes how to create, edit, and delete client types. For general information on individual clients and how they are used, see [Clients...

The term *client* is used in different ways in Mambu. In general usage, a *client* refers to any customer of your organization. Clients are...

Represent as a pie the client portfolio spread by state.

When a client finishes repaying a loan, the account balance goes to zero due and you can close that loan account.

To close an account:

You can batch configure Mambu elements - such as organization details, custom field definitions, holidays, branches, user roles, and more - using...

To set up system options for all profit-sharing arrangements, navigate to the **Configuration > System Options** tab. Typically, there is one active...

Currencies are used to configure the currency type associated with monetary values in Mambu. For more information, see [Currencies](/docs/currencies).

A custom field consists of the custom field definition and the custom field value. The *custom field definition* is the custom field you create using...

Custom views are used to configure the Mambu UI, to quickly generate reports, and for data extraction with the Mambu v1 API.

To dig deeply into all the possible data types, structure and meaning of enumerated values which can be returned, we suggest reviewing our [data...

By default, Mambu runs a daily series of automated tasks outside of business hours and an hourly series of additional processing tasks. These are...

Mambu applies reasonable usage limits on shared environments to ensure fair access for all users and prevent any individual user from monopolising...

With *Configuration as Code* (CasC), you may batch configure your group role names configuration via the API using YAML. For general information on...

Whereas non-working days apply to your entire organisation, holidays can be defined as either organisation-wide or for specific branches. The...

An *ID template* is a representation of a type of ID document. For more information, see [ID Templates](/docs/id-templates).

This article describes how to import data using the Mambu API.

With *internal controls* you can set up automatic controls for loans, such as the dormancy period, the number of days you want to wait before locking...

The default labels that can be changed are clients, groups, branches, centres, credit officers, interest, fees and loan. For more information, see...

Any loan account can have files (attachments) uploaded in Mambu, for example, scans of documentation required in the loan application process, signed...

The application that communicates with a Mambu App may need to be able to do the following to complete requests:

Mambu offers a full suite of RESTful APIs to provide programmatic access to nearly every aspect of our banking software, typically with JSON or YAML...

This document describes the database structure and fields used in Mambu for the purposes of supporting the Mambu APIs, Business Intelligence...

An *organization* is how we refer to your institution, including staff members and the different branches. For more information about your...

In keeping with our philosophy of composable banking, Mambu provides many ways to develop software to interact with our services and features.

There are two categories of transactions in Mambu:

As part of our ongoing commitment to enhancing your experience with our platform, we're transitioning to API v2 to deliver more streamlined and...

A *card token* is a string of symbols that replaces a payment card number and is used to uniquely identify a payment card.

A transaction channel is a form of payment such as cash, POS device, receipt, check, bank and so on.

Using the Cards API, you can process transaction requests, transaction advices, and transaction reversals.

With *Configuration as Code* (CasC), you may batch configure your user roles configuration via the API using YAML. For general information on CasC,...

Webhooks are system-to-system communication tools that use a push-based strategy to send HTTP callbacks for events happening in the Mambu application.