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 entity | Mambu entity |
|---|
| Relationship - business | Group |
| Relationship - individual | Client |
| Deposit offer | Deposit account |
Action mapping
| nCino action | Mambu action |
|---|
| Reserve | Create deposit account |
| Book | Approve deposit account |
Fields mapping
| Entity | nCino field | Mambu field |
|---|
| Business | Account Name | Group Name |
| Relationship ID | Group ID |
| Established Country | Country |
| Email Address | Email |
| Phone | Mobile Phone |
| Individual | Account Name | Client Name |
| Relationship ID | Client ID |
| Established Country | Country |
| Email Address | Email |
| Phone | Mobile Phone |
| Contact | First Name | Client First Name |
| Last Name | Client Last Name |
| Country of Residence | Country |
| Email Address | Email |
| Phone | Mobile Phone |
| Birthdate | Birth Date |
| Deposit account | Deposit Name | Deposit Display Name |
| Interest Rate | Interest Rate |