Parameters Mapping for Loan Account Creation

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

Fixed and dynamic term loans

loanName

PropertyValue
Mambu API fieldloanName
nCino pathproperties.bookingRecords[0].properties.Name.value
nCino UI fieldNew Opportunity Name
NotesRequired at loan account creation in nCino

arrearsTolerancePeriod

PropertyValue
Mambu API fieldarrearsTolerancePeriod
nCino pathhardcoded
nCino UI fieldNot applicable
NotesRequired for loan account posting

loanAmount

PropertyValue
Mambu API fieldloanAmount
nCino pathproperties.bookingRecords[0].properties.LLC_BI__Amount__c.value
nCino UI fieldOriginal Amount
NotesRequired - Loan details page

productTypeKey

PropertyValue
Mambu API fieldproductTypeKey
nCino pathproperties.bookingRecords[0].product.properties.LLC_BI__lookupKey__c.value
nCino UI fieldNot applicable
NotesRetrieved from nCino

interestSpread

PropertyValue
Mambu API fieldinterestSpread
nCino pathproperties.bookingRecords[0].properties.LLC_BI__Spread__c.value
nCino UI fieldSpread (%)
NotesRequired only for products with Index interest rate

interestRateSource

PropertyValue
Mambu API fieldinterestRateSource
nCino pathhardcoded
nCino UI fieldNot applicable
NotesSet at product level in Mambu

interestRate

PropertyValue
Mambu API fieldinterestRate
nCino pathproperties.bookingRecords[0].properties.LLC_BI__InterestRate__c.value
nCino UI fieldInterest Rate
NotesRequired only for products with Fixed interest rate

expectedDisbursementDate

PropertyValue
Mambu API fieldexpectedDisbursementDate
nCino pathproperties.bookingRecords[0].properties.LLC_BI__CloseDate__c.value
nCino UI fieldProjected Close Date
NotesRequired

firstRepaymentDate

PropertyValue
Mambu API fieldfirstRepaymentDate
nCino pathproperties.bookingRecords[0].properties.LLC_BI__First_Payment_Date__c.value
nCino UI fieldFirst Payment Date
NotesRequired - no of installments computation

fee amount

PropertyValue
Mambu API fieldfee amount
nCino pathproperties.bookingRecords[0].fees.properties.Template_Fee_Name__c.value
nCino UI fieldManage fees section -> Add fees
NotesRequired - for flat fees

gracePeriod

PropertyValue
Mambu API fieldgracePeriod
nCino pathcomputed
nCino UI fieldPayment Schedule & Loan Term (Months) & Interest Only Months
NotesRequired - no of installments computation

repaymentInstallments

PropertyValue
Mambu API fieldrepaymentInstallments
nCino pathcomputed
nCino UI fieldPayment Schedule & Loan Term (Months) & First Payment Date
NotesRequired - no of installments computation

repaymentPeriodCount

PropertyValue
Mambu API fieldrepaymentPeriodCount
nCino pathcomputed
nCino UI fieldPayment Schedule & Loan Term (Months) & First Payment Date
NotesRequired - no of installments computation

repaymentPeriodUnit

PropertyValue
Mambu API fieldrepaymentPeriodUnit
nCino pathcomputed
nCino UI fieldPayment Schedule & Loan Term (Months) & First Payment Date
NotesRequired - no of installments computation

periodicPayment

PropertyValue
Mambu API fieldperiodicPayment
nCino pathproperties.bookingRecords[0].properties.InstalmentPaymentAmount_Balloon__c.value
nCino UI fieldPayment Amount per Installment (Balloon)
NotesRequired 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

PropertyValue
Mambu API fieldloanName
nCino pathproperties.bookingRecords[0].properties.Name.value
nCino UI fieldNew Opportunity Name
NotesRequired at loan account creation in nCino

arrearsTolerancePeriod

PropertyValue
Mambu API fieldarrearsTolerancePeriod
nCino pathhardcoded
nCino UI fieldNot applicable
NotesRequired for loan account posting

loanAmount

PropertyValue
Mambu API fieldloanAmount
nCino pathproperties.bookingRecords[0].properties.LLC_BI__Amount__c.value
nCino UI fieldOriginal Amount
NotesRequired - Loan details page

productTypeKey

PropertyValue
Mambu API fieldproductTypeKey
nCino pathproperties.bookingRecords[0].product.properties.LLC_BI__lookupKey__c.value
nCino UI fieldNot applicable
NotesRetrieved from nCino

interestSpread

PropertyValue
Mambu API fieldinterestSpread
nCino pathproperties.bookingRecords[0].properties.LLC_BI__Spread__c.value
nCino UI fieldSpread (%)
NotesRequired only for products with Index interest rate

interestRateSource

PropertyValue
Mambu API fieldinterestRateSource
nCino pathhardcoded
nCino UI fieldNot applicable
NotesSet at product level in Mambu

interestRate

PropertyValue
Mambu API fieldinterestRate
nCino pathproperties.bookingRecords[0].properties.LLC_BI__InterestRate__c.value
nCino UI fieldInterest Rate
NotesRequired only for products with Fixed interest rate

firstRepaymentDate

PropertyValue
Mambu API fieldfirstRepaymentDate
nCino pathproperties.bookingRecords[0].properties.LLC_BI__First_Payment_Date__c.value
nCino UI fieldFirst Payment Date
NotesRequired - no of installments computation

gracePeriod

PropertyValue
Mambu API fieldgracePeriod
nCino pathcomputed
nCino UI fieldPayment Schedule & Loan Term (Months) & Interest Only Months
NotesRequired - no of installments computation

repaymentInstallments

PropertyValue
Mambu API fieldrepaymentInstallments
nCino pathcomputed
nCino UI fieldPayment Schedule & Loan Term (Months) & First Payment Date
NotesRequired - no of installments computation

repaymentPeriodCount

PropertyValue
Mambu API fieldrepaymentPeriodCount
nCino pathcomputed
nCino UI fieldPayment Schedule & Loan Term (Months) & First Payment Date
NotesRequired - no of installments computation

repaymentPeriodUnit

PropertyValue
Mambu API fieldrepaymentPeriodUnit
nCino pathcomputed
nCino UI fieldPayment Schedule & Loan Term (Months) & First Payment Date
NotesRequired - no of installments computation

tranches.amount

PropertyValue
Mambu API fieldtranches.amount
nCino pathproperties.bookingRecords[0].properties.LLC_BI__Amount__c.value
nCino UI fieldBudget administration -> Budget amount
NotesRequired

tranches.disbursementDetails.expectedDisbursementDate

PropertyValue
Mambu API fieldtranches.disbursementDetails.expectedDisbursementDate
nCino pathproperties.bookingRecords[0].properties.LLC_BI__CloseDate__c.value
nCino UI fieldProjected Close Date
NotesRequired

Revolving credit

loanName

PropertyValue
Mambu API fieldloanName
nCino pathproperties.bookingRecords[0].properties.Name.value
nCino UI fieldNew Opportunity Name
NotesRequired at loan account creation in nCino

arrearsTolerancePeriod

PropertyValue
Mambu API fieldarrearsTolerancePeriod
nCino pathhardcoded
nCino UI fieldNot applicable
NotesRequired for loan account posting

loanAmount

PropertyValue
Mambu API fieldloanAmount
nCino pathproperties.bookingRecords[0].properties.LLC_BI__Amount__c.value
nCino UI fieldOriginal Amount
NotesRequired - Loan details page
Mambu API fieldnCino path

productTypeKey

PropertyValue
Mambu API fieldproductTypeKey
nCino pathproperties.bookingRecords[0].product.properties.LLC_BI__lookupKey__c.value
nCino UI fieldNot applicable
NotesRetrieved from nCino

interestSpread

PropertyValue
Mambu API fieldinterestSpread
nCino pathproperties.bookingRecords[0].properties.LLC_BI__Spread__c.value
nCino UI fieldSpread (%)
NotesRequired only for products with Index interest rate

interestRate

PropertyValue
Mambu API fieldinterestRate
nCino pathproperties.bookingRecords[0].properties.LLC_BI__InterestRate__c.value
nCino UI fieldInterest Rate
NotesRequired only for products with Fixed interest rate

interestRateSource

PropertyValue
Mambu API fieldinterestRateSource
nCino pathhardcoded
nCino UI fieldNot applicable
NotesSet at product level in Mambu

principalPaymentMethod: “FLAT”

PropertyValue
Mambu API fieldprincipalPaymentMethod: “FLAT”
nCino pathdata.ncinoATBK.properties.bookingRecords[0].properties.RevFlatAmount__c.value
nCino UI fieldamount
NotesRequired based on principalPaymentMethod setting

principalPaymentMethod: “OUTSTANDING_PRINCIPAL_PERCENTAGE”

PropertyValue
Mambu API fieldprincipalPaymentMethod: “OUTSTANDING_PRINCIPAL_PERCENTAGE”
nCino pathdata.ncinoATBK.properties.bookingRecords[0].properties.RevPercentagePrincipal__c.value
nCino UI fieldpercentage
NotesRequired based on principalPaymentMethod setting

totalDuePayment: “TOTAL_BALANCE_PERCENTAGE”

PropertyValue
Mambu API fieldtotalDuePayment: “TOTAL_BALANCE_PERCENTAGE”
nCino pathdata.ncinoATBK.properties.bookingRecords[0].properties.RevPercentageTotalDue__c.value
nCino UI fieldpercentage
NotesRequired based on principalPaymentMethod setting