Reserve deposit account
The architecture of the Reserve flow
is displayed in the sequence diagram below:
- Create a new Business or Individual Relationship in nCino.
- For Business Relationships, contacts can be added if desired. If a primary contact exists then their details are used to create a new client record in Mambu which is associated with the group as a member.
If no primary contact has been selected for the relationship, the first contact will be used to create the group member in Mambu.
- Create deposit account with the necessary data for each deposit type according to the table below.
Trigger | Relationship type | Result | Synced fields |
---|---|---|---|
Reserve deposit offer action (in nCino) | Business | Group will be created in Mambu | Group Name Group Id = recordId from nCinoCountry Mobile Group Member |
Business | Contact will be created in Mambu | First Name Last Name Country Mobile Phone Birth Date | |
Individual | Client will be created in Mambu | Client First Name Client Last Name Client Id = recordId from nCinoCountry Mobile Phone | |
Business or Individual | Fixed deposit account created in Mambu | Deposit Name *Interest Rate (only if the product has Fixed Interest Rate) | |
Business or Individual | Savings account created in Mambu | Deposit Name *Interest Rate (only if the product has Fixed Interest Rate) | |
Business or Individual | Current account created in Mambu | Deposit Name *Interest Rate (only if the product has Fixed Interest Rate) |
- Reserve the deposit account in nCino.
Notes:
- The client is created in Mambu in the state configured in Administration -> Internal Controls:
Inactive
orPending Approval
. For more information on default client states, see our support article on the client life cycle. - If the client is created in
Pending Approval
state, it will automatically be set toInactive
by the Mambu Process Orchestrator (MPO) process, so that a new deposit account can be created. - The deposit account will be created in
Pending Approval
state. - The nCino deposit lifecycle connector does not include:
deposit account with fees
,deposit accounts with overdraft settings
andbranches
.
If the flow fails
When triggering the Reserve
flow from nCino, a transaction log is also created. This log holds the transaction status of the flow, along with other details. In case of an error during the reserve process, the transaction log will be updated with details of the errors sent from MPO. Vendor Status and Transaction Status will be set to FAILED
.
To view transaction logs after an error occurs in the Reserve
flow:
First, you need to click on the highlighted menu from the top left and search for transaction logs
The most recent logs are found at the top, generally you would look here first to find the one you are interested in. You can also search by transaction log ID, transaction log name, or external ID to narrow down the results.
Open the log you want to view. For example, a transaction log created after an error looks like this: