MPO Setup

The steps on this page help you set up your Mambu Process Orchestrator (MPO) environment to use the Mambu-nCino Loan connector.

Installation and configuration

  1. Open your MPO environment.

  2. Click on Create, select From file and add the .json file provided in the connector’s Gitlab repository. Upload the JSON file to MPO This creates a new folder called nCino - Mambu Integration. Open this folder.

  3. Open the 1. Action SPLITTER - linked to nCino process in Edit mode in the MPO UI and click the Start node.

  4. Generate an MPO API key for this process. Add the API key to the Start node And then share the integration folder with the generated API key.

Share integration folder with the apiKey The Share settings window
  1. In the nCino - Mambu Integration folder that was added to your MPO environment, go to the Setup folder and open the Setup process. Switch to View mode and click New task. Fill in all the required parameters and click Add task and wait until the task is processed. Run the Setup process

Alternatively, you can use the following JSON. Modify it and paste into the Code editor tab.

{
    "nCinoCallbackUrl": "nCino callback URL",
    "nCinoCode": "nCino code used to create token and refresh token",
    "nCinoConsumerKey": "nCino consumer key",
    "nCinoConsumerSecret": "nCino consumer secret",
    "nCinoInstanceUrl": "nCino Salesforce instance URL",
    "nCinoSessionTimeout": "nCino value in minutes from Session Settings page in Salesforce", /* This has to be a number. */
    "ncinoConfigReference": "configuration",  /* Do not edit. Keep the value "configuration". */
    "mambuConfigReference": "mambu", /* Do not edit. Keep the value "mambu". */
    "oauthUrl": "oAuth URL", /* This can be different for each environment used (sandbox or production). */
    "mambuPassword": "Mambu password",
    "mambuUrl": "Mambu URL",
    "mambuUser": "Mambu user",
    "mambuLoanCFieldSet": "Mambu custom field set id",
    "mambuLoanCFieldId": "Mambu custom field id",
    "mambuLoanCFieldInitialLaId": "Mambu initial loan account id",
    "mambuLoanCFieldPaymentHoliday": "Payment holiday setting",
    "notificationProcessId": "The process id of the custom Notification process. This can be empty if no Notification system is used",
    "notificationConfig":  {
        "[Notification conectivity details of the external system. This can be empty if no Notification system is used]"
    },
    "productList": { /* "Product list object formed from objects containing each product key and its parameters array" */
        "8a19a9b6727f4fd001727fabdbb30098": { /* `productList` object working examples */
            "productDetails": "nCino Personal Loan /Do Not Delete",
            "parameters": [
                "NI",
                "COM",
                "IS.1",
                "DD.1",
                "SS.1",
                "FEE"
            ]
        },
        "8a19a9b6727f4fd001727fcbb85700cf": {
            "productDetails": "nCino DBEI + RNI /Do Not Delete",
            "parameters": [
                "NI",
                "COM",
                "IS.2",
                "DD.1",
                "SS.1",
                "FEE"
            ]
        },
        ....
    },
    "retryInterval": "Retry interval for API calls",
    "retryLimit": "Retry limit for API calls",
    "limitSizeGetLoans": "The number of loan accounts to retrieve, used in combination with offset to paginate results",
    "timezone": "Mambu tenant timezone"
}

Products configuration

Products are stored in the productList object in the Mambu config state diagram, which you can find in the Setup > Mambu setup folder.

Each loan product key must have a parameters array containing the parameter codes required for its product type. Loan accounts are created with specific data based on the parameters configured for each product.

For example, a Dynamic Term loan product with a fixed interest rate and an encoded key value of 8a19a9b6727f4fd001727fabdbb30098 would be represented by the following object:

{
    "8a19a9b6727f4fd001727fabdbb30098": {
                "parameters": [
                    "NI",
                    "COM",
                    "IS.1",
                    "DD.1",
                    "SS.1",
                    "FEE"
                ]
            }
}
MPO products mapping example

Please Note

Revolving credit loans do not allow for grace period installments. The supported payment scheduling for these types of loans consists of monthly repayment days predefined at the loan product level.