Parameters mapping for loan account creation

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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 Instalment (Balloon)
Notes	Required for loans with Balloon payments

Tranched loans

The specifics of this type of product consists of the tranches object that 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

Slips logic