Prerequisites

To set up the nCino Loan-Mambu connector you need to have the following:

  • A Mambu Process Orchestrator (MPO) subscription to integrate the platforms.
  • An Amazon Web Services (AWS) account - or a similar hosting platform - for authentication purposes.
  • An nCino environment.
  • A Mambu environment.

Once you have these required items you can start preparing your connector by setting up nCino OAuth and your Mambu environment.

nCino OAuth setup

Follow these instructions to set up nCino OAuth:

  1. Your integration engineer will provide login.html and callback.html files used for the OAuth flow.

  2. Host the HTML pages on an AWS S3 bucket or any comparable system and make them publicly accessible.

  3. If you opt for AWS, open the S3 service. We recommend using a custom domain for your S3 bucket for production usage of this connector. Consult the Amazon AWS documentation for information on how to achieve this while requiring SSL for your domain.

  4. Create a new S3 bucket. Create bucket

  5. Upload the login.html and callback.html files to the S3 bucket. Upload files Bucket view

  6. Click on login.html file in S3, make it public, and save the Object URL. Login

  7. Click on callback.html file in S3, make it public and save the Object URL. Please be aware that the callback URL field is limited to 2000 characters. Callback

Please Note

Making the login.html and callback.html pages public is not a security risk. To obtain the code used in the MPO setup process a login is involved. The user has to fill in the organization URL, consumer key and callback URL - which is private information taken from the nCino account.

Mambu setup

Open the Mambu UI and create three new custom fields for the loan accounts entity. One field is used to push the nCino loan account ID as an external ID in Mambu, another is used to capture the payment holiday state. A third field is used to store the Mambu initial loan account ID for refinanced and rescheduled accounts. Follow these steps to complete your setup:

  1. Open your Mambu environment.
  2. Go to the Administration > Fields menu.
  3. Select the Loan Accounts entity and create a new Custom Field Set or use an existing one.
  4. Create the new Custom Fields under this set as follows:
FieldSettingValue
nCino loan account idtypeFree text
usageAvailable and Default for all products
rightsView and Edit for at least the API user used for this connector
Payment holiday settingtypeCheckbox
usageAvailable and Default for the products that allow Payment holiday
rightsView and Edit for at least the API user used for this connector
Mambu initial loan account idtypeFree text
usageAvailable and Default for all products
rightsView and Edit for at least the API user used for this connector