nCino Setup

The steps on this page help you set up your nCino environment to use the Mambu-nCino Loan connector. This involves configuring products, fees, branches, and installing connector files.

Products configuration

  1. Open your nCino environment and start configuring your products, mirroring the settings of those created in Mambu.
  2. In the lookupKey field of the nCino product insert the encodedKey of the related Mambu product. Mapping products from Mambu to nCino

Fees configuration

  1. Open the Fee management page in nCino and create the fees for your loan products. Keep in mind that the same fees should have already been configured in Mambu.
  2. Assign the fees by product by accessing the Manage Assignments page in nCino. Choose the Assign by Product option in the dropdown list. Take note of the fee id from nCino as it will be part of the Fee Name in Mambu. If the fees were already created in Mambu edit the name of the fee to contain the fee id. Once done, save the products. Mapping fees from Mambu to nCino

Branches configuration

As specified in Mambu setup, branches need to be manually configured in both Mambu and nCino. They are linked through the lookupkey, which takes the value of the branch encodedKey from Mambu.

To map branches between Mambu and nCino, follow the below steps:

  1. Create a branch in nCino and paste the branch encodedKey from Mambu in the lookupKey field of the branch.
  2. Fill in all the other fields with the desired data.

Mapping branches from Mambu to nCino

Note:

The branch association is needed when a relationship (group or individual) is created or updated in Mambu.

Installation and configuration

  1. Open your nCino environment.
     1.1. Create a new connected app by accessing Salesforce. See Creating a Connected App for specific steps to create a connected app for the type of authentication you need. In Lightning Experience, use the App Manager to create connected apps. From Setup, type App in the Quick Find box, then select App Manager. Click New Connected App. In Salesforce Classic, go to Setup, type Apps in the Quick Find box, then select Apps (under Build | Create). Under Connected Apps, click New.
     1.2. Enter the name of your app. The connected app name must be unique for the connected apps in your organization.
     1.3. Enter the contact email, as well as any other relevant information for your app.
     1.4. Select Enable OAuth Settings.
     1.5. Enter the callback URL created during OAuth setup described in the Prerequisites section.
     1.6. Add all supported oAuth scopes to Selected OAuth Scopes. These scopes refer to permissions granted to the user running the connected app.
     1.7. Click Save and keep the Consumer Key and Consumer Secret at hand. Consumer key and secret  1.8 Open the login URL saved at step 2.4 of the nCino oAuth prerequisites section and add the Salesforce instance URL, the consumer Key, and the callback URL. Click Login. The Salesforce OAuth login page

Please Note

The callback URL created during nCino oAuth prerequisites will open with a code. Note this down, it will be required during Mambu Process Orchestrator (MPO) setup.

Save the callback code

  1. In nCino go to Setup, type Named Credentials in the Quick Find box, then select the Named Credentials menu item.

  2. Select Automated_Booking and edit it by pasting your MPO environment URL.

Enter the MPO environment URL
  1. Open nCino administration>Quick links>Plugin configuration and click Configure.
Open the nCino plugin configuration
  1. Go to nCino Mambu (global)- Autobook plugin and click the Properties button.

  2. Fill in the required fields with the parameters obtained by opening the connector in MPO and accessing the Start node, steps 4 from installation and configuration in MPO setup: ApiKey, Secret Key, MPO process ID, and MPO company Id. The app’s plugin properties

Please Note

The MPO company ID is the last value in the MPO environment endpoint.

The MPO Company Id