Data dictionary and application terms

This page contains a dictionary of terms as used in Mambu and nCino for the same things and should be consulted when working in both systems.

Entity mapping

nCino entityMambu entity
Relationship - businessGroup
Relationship - individualClient
Deposit offerDeposit account

Action mapping

nCino actionMambu action
ReserveCreate deposit account
BookApprove deposit account

Fields mapping

EntitynCino fieldMambu field
BusinessAccount NameGroup Name
Relationship IDGroup ID
Established CountryCountry
Email AddressEmail
PhoneMobile Phone
IndividualAccount NameClient Name
Relationship IDClient ID
Established CountryCountry
Email AddressEmail
PhoneMobile Phone
ContactFirst NameClient First Name
Last NameClient Last Name
Country of ResidenceCountry
Email AddressEmail
PhoneMobile Phone
BirthdateBirth Date
Deposit accountDeposit NameDeposit Display Name
Interest RateInterest Rate