Health Check

General information

Defined test cases

  1. Check Connectivity between MPO and nCino
    Test case name - nCinoConnectivity.
    The nCino connectivity test makes a GET API call to:

    • Check the refresh token, to make sure it is created.
    • Verify nCino credentials.
  2. Check Connectivity between MPO and Mambu
    Test case name - mambuConnectivity.
    The Mambu connectivity test makes a GET API call to check the provided Mambu credentials and permissions.

  3. Check configured Custom fields in Mambu
    Test case name - mambuCustomFields.
    The custom fields sanity test makes a GET API call to check that the required custom fields are defined in Mambu.

  4. Check configured Loan products in Mambu
    Test case name - mambuProducts.
    The loan products test uses the response from the previous connectivity test in Mambu to check that the same loan products in the config are defined in Mambu.

  5. Check configured Loan products in nCino
    Test case name - nCinoProducts.
    The loan products test uses the response from the previous connectivity test in nCino to check that the same loan products in the config are defined in nCino.

  6. Check configured Timezone setting in Mambu
    Test case name - mambuTimeZone.
    The Mambu timezone setting test makes a GET API call to check that the same timezone is defined in both Mambu and in the config.

  7. Validate nCino endpoints
    Test case name - nCinoEndpoints.
    The validate nCino endpoints setting test makes a GET API call for each endpoint used in the connector to check that the nCino package in Salesforce is properly installed.

  8. Check Refresh Token
    Test case name - nCinoRefreshToken.
    The Refresh Token test compares the current date with the nextRefreshDate parameter (found in Setup>Salesforce API OAuth>Salesforce configuration) to check if the refresh token is properly updated in nCino.

Test case structure

{
  "test case name": {
      "Result": "string", // test status - defined below
      "Message": "string", // custom message
      "Process": "string" // process ID - only for error and failed statuses
  }
}

Test cases results statuses

  • Failed: the entire test case has failed.
  • Passed: the test case has passed.
  • Error: the test case was not completed or is missing information.

Configuration

Please Note

Before running the sanity checks please make sure the following steps have been carried out:

  1. Configure products in both Mambu and nCino as described in Products configuration in MPO.
  2. Create custom fields for the Loan Accounts entities, as described in Mambu prerequisites.
  3. Install and configure the connector, completing all steps listed in Installation and configuration.

Test cases examples

When all tests are successful

{
    "mambuConnectivity": {
        "Result": "Passed",
        "Message": "Connectivity between MPO and Mambu is successful!"
    },
    "mambuCustomFields": {
        "Result": "Passed",
        "Message": "All Config Custom Fields Set and Ids exist in Mambu"
    },
    "mambuProducts": {
        "Result": "Passed",
        "Message": "All Config Loan Product keys exist in Mambu"
    },
    "mambuTimeZone": {
        "Result": "Passed",
        "Message": "Config Time Zone is the same defined in Mambu Organization Setup."
    },
    "nCinoConnectivity": {
        "Result": "Passed",
        "Message": "Connectivity between MPO and nCino is successful!"
    },
     "nCinoEndpoints": {
        "Result": "Passed",
        "Message": " nCino package in Salesforce is properly installed."
    },
    "nCinoProducts": {
        "Result": "Passed",
        "Message": "All Config Loan Product keys exist in nCino"
    },
     "nCinoRefreshToken": {
        "Result": "Passed",
        "Message": "RefreshToken has been properly updated."
    }
}

When test cases return errors or failed results

In case of error, the test case result is Error and the message displayed describes the issue.

{
    "nCinoProducts": {
        "Result": "Error",
        "Message": "Something went wrong with nCino connectivity or config SD. Loan product list from nCino could not be retrieved.",
        "Process": "44067"
    }
}

In case of failed, the test case result is Failed and the message displayed describes the issue.

{
    "mambuConnectivity": {
        "Result": "Failed",
        "Message": "Mambu connectivity error: INVALID_BASIC_AUTHORIZATION",
        "Process": "44069"
    }
}