nCino Setup

Products configuration

1. Access nCino 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.

Fees configuration

1. Access the Fee management page in nCino and create the fees that would be used with the 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 drop down 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 please edit the name of the free in order to contain the fee id).
3. Save the products and you are done!

Branches configuration

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

In order to obtain the described mapping, follow the below steps:

1. Create the 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.

Installation and configuration

1. Access your dedicated nCino environment.
    1.1. Create a new connected app by accessing Salesforce. See Creating a Connected App in the Salesforce online help 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 application.
     Note: 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 application.
    1.4. Select Enable OAuth Settings.
    1.5. Enter the callback URL saved at step 2.5. of 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.

 1.8 Open the login URL saved at step 2.4 of the nCino oAuth prerequisites section, add the Salesforce instance URL, the consumer Key and the callback URL. Click Login.

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

3. Select Automated_Booking and edit it by pasting the environment URL.

4. Access nCino administration -> Quick links -> Plugin configuration and click Configure.

5. Go to nCino Mambu (global)- Autobook plugin and click on Properties button.

6. Fill in the required fields with the parameters obtained by opening the connector in the Mambu Process Orchestrator and accessing the Start node, steps 4 from installation and configuration in MPO setup (ApiKey, Secret Key, MPO process ID) and MPO company Id.

Note: The MPO company Id is the last value in the MPO environment endpoint.