Parameters Mapping for Loan Account Creation

This page contains a dictionary of parameters used in loan account creation.

Fixed and dynamic term loans

`loanName`

Property	Value
Mambu API field	`loanName`
nCino path	`properties.bookingRecords[0].properties.Name.value`
nCino UI field	New Opportunity Name
Notes	Required at loan account creation in nCino

`arrearsTolerancePeriod`

Property	Value
Mambu API field	`arrearsTolerancePeriod`
nCino path	hardcoded
nCino UI field	Not applicable
Notes	Required for loan account posting

`loanAmount`

Property	Value
Mambu API field	`loanAmount`
nCino path	`properties.bookingRecords[0].properties.LLC_BI__Amount__c.value`
nCino UI field	Original Amount
Notes	Required - Loan details page

`productTypeKey`

Property	Value
Mambu API field	`productTypeKey`
nCino path	`properties.bookingRecords[0].product.properties.LLC_BI__lookupKey__c.value`
nCino UI field	Not applicable
Notes	Retrieved from nCino

`interestSpread`

Property	Value
Mambu API field	`interestSpread`
nCino path	`properties.bookingRecords[0].properties.LLC_BI__Spread__c.value`
nCino UI field	Spread (%)
Notes	Required only for products with Index interest rate

`interestRateSource`

Property	Value
Mambu API field	`interestRateSource`
nCino path	hardcoded
nCino UI field	Not applicable
Notes	Set at product level in Mambu

`interestRate`

Property	Value
Mambu API field	`interestRate`
nCino path	`properties.bookingRecords[0].properties.LLC_BI__InterestRate__c.value`
nCino UI field	Interest Rate
Notes	Required only for products with Fixed interest rate

`expectedDisbursementDate`

Property	Value
Mambu API field	`expectedDisbursementDate`
nCino path	`properties.bookingRecords[0].properties.LLC_BI__CloseDate__c.value`
nCino UI field	Projected Close Date
Notes	Required

`firstRepaymentDate`

Property	Value
Mambu API field	`firstRepaymentDate`
nCino path	`properties.bookingRecords[0].properties.LLC_BI__First_Payment_Date__c.value`
nCino UI field	First Payment Date
Notes	Required - no of installments computation

`fee amount`

Property	Value
Mambu API field	`fee amount`
nCino path	`properties.bookingRecords[0].fees.properties.Template_Fee_Name__c.value`
nCino UI field	Manage fees section -> Add fees
Notes	Required - for flat fees

`gracePeriod`

Property	Value
Mambu API field	`gracePeriod`
nCino path	computed
nCino UI field	Payment Schedule & Loan Term (Months) & Interest Only Months
Notes	Required - no of installments computation

`repaymentInstallments`

Property	Value
Mambu API field	`repaymentInstallments`
nCino path	computed
nCino UI field	Payment Schedule & Loan Term (Months) & First Payment Date
Notes	Required - no of installments computation

`repaymentPeriodCount`

Property	Value
Mambu API field	`repaymentPeriodCount`
nCino path	computed
nCino UI field	Payment Schedule & Loan Term (Months) & First Payment Date
Notes	Required - no of installments computation

`repaymentPeriodUnit`

Property	Value
Mambu API field	`repaymentPeriodUnit`
nCino path	computed
nCino UI field	Payment Schedule & Loan Term (Months) & First Payment Date
Notes	Required - no of installments computation

`periodicPayment`

Property	Value
Mambu API field	`periodicPayment`
nCino path	`properties.bookingRecords[0].properties.InstalmentPaymentAmount_Balloon__c.value`
nCino UI field	Payment Amount per Installment (Balloon)
Notes	Required for loans with Balloon payments

Tranched loans

This product type consists of the tranches object, which holds the amount and the disbursement details of a specific tranche.

`loanName`

Property	Value
Mambu API field	`loanName`
nCino path	`properties.bookingRecords[0].properties.Name.value`
nCino UI field	New Opportunity Name
Notes	Required at loan account creation in nCino

`arrearsTolerancePeriod`

Property	Value
Mambu API field	`arrearsTolerancePeriod`
nCino path	hardcoded
nCino UI field	Not applicable
Notes	Required for loan account posting

`loanAmount`

Property	Value
Mambu API field	`loanAmount`
nCino path	`properties.bookingRecords[0].properties.LLC_BI__Amount__c.value`
nCino UI field	Original Amount
Notes	Required - Loan details page

`productTypeKey`

Property	Value
Mambu API field	`productTypeKey`
nCino path	`properties.bookingRecords[0].product.properties.LLC_BI__lookupKey__c.value`
nCino UI field	Not applicable
Notes	Retrieved from nCino

`interestSpread`

Property	Value
Mambu API field	`interestSpread`
nCino path	`properties.bookingRecords[0].properties.LLC_BI__Spread__c.value`
nCino UI field	Spread (%)
Notes	Required only for products with Index interest rate

`interestRateSource`

Property	Value
Mambu API field	`interestRateSource`
nCino path	hardcoded
nCino UI field	Not applicable
Notes	Set at product level in Mambu

`interestRate`

Property	Value
Mambu API field	`interestRate`
nCino path	`properties.bookingRecords[0].properties.LLC_BI__InterestRate__c.value`
nCino UI field	Interest Rate
Notes	Required only for products with Fixed interest rate

`firstRepaymentDate`

Property	Value
Mambu API field	`firstRepaymentDate`
nCino path	`properties.bookingRecords[0].properties.LLC_BI__First_Payment_Date__c.value`
nCino UI field	First Payment Date
Notes	Required - no of installments computation

`gracePeriod`

Property	Value
Mambu API field	`gracePeriod`
nCino path	computed
nCino UI field	Payment Schedule & Loan Term (Months) & Interest Only Months
Notes	Required - no of installments computation

`repaymentInstallments`

Property	Value
Mambu API field	`repaymentInstallments`
nCino path	computed
nCino UI field	Payment Schedule & Loan Term (Months) & First Payment Date
Notes	Required - no of installments computation

`repaymentPeriodCount`

Property	Value
Mambu API field	`repaymentPeriodCount`
nCino path	computed
nCino UI field	Payment Schedule & Loan Term (Months) & First Payment Date
Notes	Required - no of installments computation

`repaymentPeriodUnit`

Property	Value
Mambu API field	`repaymentPeriodUnit`
nCino path	computed
nCino UI field	Payment Schedule & Loan Term (Months) & First Payment Date
Notes	Required - no of installments computation

`tranches.amount`

Property	Value
Mambu API field	`tranches.amount`
nCino path	`properties.bookingRecords[0].properties.LLC_BI__Amount__c.value`
nCino UI field	Budget administration -> Budget amount
Notes	Required

`tranches.disbursementDetails.expectedDisbursementDate`

Property	Value
Mambu API field	`tranches.disbursementDetails.expectedDisbursementDate`
nCino path	`properties.bookingRecords[0].properties.LLC_BI__CloseDate__c.value`
nCino UI field	Projected Close Date
Notes	Required

Revolving credit

`loanName`

Property	Value
Mambu API field	`loanName`
nCino path	`properties.bookingRecords[0].properties.Name.value`
nCino UI field	New Opportunity Name
Notes	Required at loan account creation in nCino

`arrearsTolerancePeriod`

Property	Value
Mambu API field	`arrearsTolerancePeriod`
nCino path	hardcoded
nCino UI field	Not applicable
Notes	Required for loan account posting

`loanAmount`

Property	Value
Mambu API field	`loanAmount`
nCino path	`properties.bookingRecords[0].properties.LLC_BI__Amount__c.value`
nCino UI field	Original Amount
Notes	Required - Loan details page
Mambu API field	nCino path

`productTypeKey`

Property	Value
Mambu API field	`productTypeKey`
nCino path	`properties.bookingRecords[0].product.properties.LLC_BI__lookupKey__c.value`
nCino UI field	Not applicable
Notes	Retrieved from nCino

`interestSpread`

Property	Value
Mambu API field	`interestSpread`
nCino path	`properties.bookingRecords[0].properties.LLC_BI__Spread__c.value`
nCino UI field	Spread (%)
Notes	Required only for products with Index interest rate

`interestRate`

Property	Value
Mambu API field	`interestRate`
nCino path	`properties.bookingRecords[0].properties.LLC_BI__InterestRate__c.value`
nCino UI field	Interest Rate
Notes	Required only for products with Fixed interest rate

`interestRateSource`

Property	Value
Mambu API field	`interestRateSource`
nCino path	hardcoded
nCino UI field	Not applicable
Notes	Set at product level in Mambu

`principalPaymentMethod`: “FLAT”

Property	Value
Mambu API field	`principalPaymentMethod`: “FLAT”
nCino path	`data.ncinoATBK.properties.bookingRecords[0].properties.RevFlatAmount__c.value`
nCino UI field	`amount`
Notes	Required based on principalPaymentMethod setting

`principalPaymentMethod`: “OUTSTANDING_PRINCIPAL_PERCENTAGE”

Property	Value
Mambu API field	`principalPaymentMethod`: “OUTSTANDING_PRINCIPAL_PERCENTAGE”
nCino path	`data.ncinoATBK.properties.bookingRecords[0].properties.RevPercentagePrincipal__c.value`
nCino UI field	`percentage`
Notes	Required based on principalPaymentMethod setting

`totalDuePayment`: “TOTAL_BALANCE_PERCENTAGE”

Property	Value
Mambu API field	`totalDuePayment`: “TOTAL_BALANCE_PERCENTAGE”
nCino path	`data.ncinoATBK.properties.bookingRecords[0].properties.RevPercentageTotalDue__c.value`
nCino UI field	`percentage`
Notes	Required based on principalPaymentMethod setting

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