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Prerequisites

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MPO subscription

  1. The ClearBank Lenders connector runs on Mambu Process Orchestrator (MPO). To use it you will need an active MPO subscription.
  2. The MPO environment must have a sync API instance.

AWS account

You will need an account with Amazon Web Services (AWS) to host the authentication credentials in secure storage and to run the code to generate cryptographic signatures for system-to-system communication.

Connector files

A GitLab repository containing the connector files in a .zip archive will be made available to you. You should import this file into your MPO environment before starting the integration as you will need some values, such as process IDs and webhook URLs during various stages of the set up.

Mambu environment

A Mambu environment with a user created to trigger MPO processes and assigned all necessary permissions, either directly or through a pre-defined role.

ClearBank environment

  1. A ClearBank environment with two users. One user must have Approval permissions.
  2. In the ClearBank environment, the Operating Account should be enabled and have sufficient funds to disburse the loan amount.

ZenDesk

If you want to have tickets created using ZenDesk when transactions are processed via the connector, you will need a ZenDesk for Service account.