Prerequisites

General prerequisites

  • MPO subscription
  • AWS account (for authentication purposes).
  • nCino and Mambu environments

Setup prerequisites

nCino oAuth

  1. Download .html files: login.html and callback.html from the gitlab repository.
  2. Host these HTML pages on any hosting system and make them publicly accessible. In case you opt for AWS, follow the steps below.
    2.1. Access S3 service.
    2.2. Create a new bucket. Create bucket 2.3. Upload login and callback pages. Upload files Bucket view 2.4. Click on login.html file in S3, make it public and save the Object URL. Login 2.5. Click on callback.html file in S3, make it public and save the Object URL. Callback

Notes:

  • The callback URL field is limited to 2000 characters.
  • The fact that the login.html and callback.html are public does not represent a security concern. In order to obtain the code used in the MPO setup process a login is involved. User has to fill in the organization URL, consumer key and callback URL - which is private information taken from the nCino account.
  • You can provide a custom domain for your s3 bucket and this is recommended for production usage of this connector, consult the Amazon AWS documentation for information on how to achieve this while requiring SSL for your domain.

Mambu

Access Mambu and create 3 new custom fields for the Loan Accounts entity. One field will be used for pushing the nCino loan account id as an external id in Mambu, another will be used to capture the Payment Holiday state and a field to store the Mambu initial loan account id for refinanced and rescheduled accounts.

  1. Access the Mambu environment.
  2. Go to Administration and access the 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