Internal Controls Configuration

With internal controls you can set up automatic controls for loans, such as the dormancy period, the number of days you want to wait before locking accounts in arrears or automatically locking accounts in arrears when interest, fees, and penalties are more than a percentage of the current principal balance or of the original principal amount. For more information, see Internal Controls.

With Configuration as Code (CasC), you may batch configure your internal controls configuration via the API using YAML. For general information on CasC, see Configuration as Code Overview.

API Operations

CasC for internal controls supports two operations.

Requests

For general information on CasC requests such as authentication and required headers, see Configuration as Code Overview.

The following section shows sample requests using curl and basic authentication. For all examples, replace TENANT_NAME with your actual tenant name.

With regards to authentication, {auth} is the base-64-encoded value of username:password. For more information, see Authentication in our API reference.

GET configuration

curl -X GET 'https://TENANT_NAME.mambu.com/api/configuration/internalcontrols.yaml' \
-H 'Accept: application/vnd.mambu.v2+yaml' \
-H 'Authorization: Basic {auth}'

PUT configuration

curl -X PUT 'https://TENANT_NAME.mambu.com/api/configuration/internalcontrols.yaml' \
-H 'Accept: application/vnd.mambu.v2+yaml' \
-H 'Content-Type: application/yaml' \
-H 'Authorization: Basic {auth}' \
--data-binary @internalcontrols.yaml

@internalcontrols.yaml represents the absolute path of the file on your device.

Use “--data-raw” if you want to specify the YAML body inline.

Example configuration body

---
loanExposure:
  exposureType: "SUM_OF_LOANS"
  exposureAmount: 25000.00
assignmentConstraints:
- "BRANCH"
- "CENTRE"
- "CREDIT_OFFICER"
allowMultipleLoans: true
allowMultipleGroupMemberships: true
duplicateClientFieldsConfiguration:
  duplicateClientChecks:
  - "DOCUMENT_ID_AND_TYPE"
  - "HOME_PHONE"
  - "MOBILE_PHONE"
  - "EMAIL"
  - "FIRST_NAME_AND_LAST_NAME"
  - "LAST_NAME_AND_DATE_OF_BIRTH"
  duplicateClientConstraintAction: "ERROR"
arrearsDaysBeforeWriteOff: 30
maxAllowedUndoClosurePeriod: 60
defaultClientState: "PENDING_APPROVAL"
defaultLineOfCreditState: "PENDING_APPROVAL"
groupSizeLimit:
  groupSizeLimitType: "HARD"
  minGroupSizeLimit: 10
  maxGroupSizeLimit: 20
approvalDisbursalTwoManRuleEnabled: true
availableDashboardSections:
- "CLIENTS"
- "CURRENT_TILLS"
- "FAVOURITE_VIEWS"
- "INDICATORS"
- "LATEST_ACTIVITY"
- "TASKS"
- "UPCOMING_REPAYMENTS"

Replies

Attributes

Validations