Mambu Core Banking Platform Configuration Training Course

Course overview

Mambu implementation teams must translate banking propositions into controlled product configurations: loan terms, deposit rules, interest calculations, fees, account states, accounting treatments, user permissions, and API-driven workflows. Errors in these settings can create customer-impacting balances, incorrect accruals, reconciliation exceptions, or operational workarounds. This course gives finance, operations, product, and technology professionals a practical route from product requirements to a testable Mambu configuration.

Participants work through the Mambu Core Banking Platform configuration model, including clients and groups, deposit and credit products, account lifecycle controls, interest and fee settings, repayment schedules, transaction channels, and product-level accounting. They learn to document configuration decisions, map business rules to Mambu fields, configure roles and approval controls, use APIs to inspect and create records, and identify where orchestration or integration logic should sit outside the core platform. Particular attention is given to test evidence, exception handling, and configuration governance.

The course is delivered through instructor-led demonstrations, guided configuration labs, financial-services case studies, and peer reviews of product designs. Participants configure a sample lending and savings proposition in a training tenant, validate scenarios using test data and API calls, and build a configuration pack containing product parameters, lifecycle rules, accounting mappings, test cases, and implementation decisions. This pack provides a usable starting point for internal delivery work.

It is suited to professionals supporting Mambu implementations, product launches, operational readiness, and controlled change in banks, lenders, fintechs, credit unions, and embedded-finance providers.

Course objectives

By the end of this course, participants will be able to:

• Configure Mambu deposit and credit product parameters from a documented product requirements brief
• Map customer, account, transaction, and account-state lifecycle rules to Mambu configuration options
• Set interest rates, accrual methods, repayment schedules, fees, and penalties for lending and savings products
• Define product accounting rules and produce a posting map for key transaction events
• Create role-based user access and maker-checker approval controls for operational processes
• Use Mambu APIs and Postman collections to create, retrieve, and validate client and account records
• Design test scenarios that verify balances, interest, fees, repayments, reversals, and account-state transitions
• Produce a governed Mambu configuration pack with parameter decisions, test evidence, and change controls

Benefits of attending

Target competencies

Who should attend

• Core Banking Implementation Analysts — who translate product and operational requirements into Mambu settings
• Fintech Product Managers — who need to design viable lending, deposit, and account propositions within platform constraints
• Banking Operations Managers — who own account servicing controls, exceptions, and operational readiness
• Business Analysts — who document Mambu requirements, configuration decisions, and acceptance criteria
• Solution Architects — who design the boundary between Mambu configuration, integrations, and orchestration
• Finance and Reconciliation Specialists — who need to understand transaction events and product-level accounting impacts

Requirements and prerequisites

Participants should understand basic retail or business banking concepts, including customers, accounts, deposits, loans, interest, fees, repayments, and general-ledger postings. Experience working on a banking product launch, systems implementation, operations team, or fintech change initiative is helpful. Familiarity with REST APIs, JSON, or Postman is useful but not essential; API exercises are guided. Participants should be comfortable using a web application and spreadsheet. Prior Mambu administration experience, software development capability, SQL, or accounting qualification is not required. Complete beginners should expect to spend time learning core banking terminology before configuring more advanced product rules.

Training methodology

Each day combines instructor-led explanation of Mambu configuration patterns with guided work in a training environment. Participants interpret a banking product brief, configure selected settings, and test resulting account behaviour using realistic customer and transaction data. Short case studies examine common implementation failures, including incorrect repayment logic, ungoverned fee changes, and incomplete accounting mappings. Group reviews require participants to defend parameter choices against business, finance, and operations requirements. The final workshop converts the work into an implementation-ready configuration pack and a prioritised action plan for the participant’s own Mambu context.

Course outline

Day 1: Mambu configuration foundations and operating model

• Mambu tenant structure, navigation, and configuration responsibilities
• Core banking data model for clients, groups, accounts, and transactions
• Product requirements decomposition into configurable business rules
• Mambu product configuration hierarchy and parameter dependencies
• Client onboarding fields, identification data, and custom information
• User roles, permissions, branch access, and maker-checker principles
• Configuration governance, version control, and environment promotion

Workshop: Participants convert a sample digital-lender product brief into a configuration decision log, field mapping, and ownership matrix.

Day 2: Deposit and account lifecycle configuration

• Deposit product types and account opening parameters
• Account states, transitions, blocking rules, and closure controls
• Interest rate tiers, balances, accrual timing, and payment schedules
• Deposit fees, transaction charges, and waiver conditions
• Transaction channels, limits, and approval requirements
• Overdraft configuration concepts and operational controls
• Customer servicing actions, reversals, adjustments, and audit trails

Workshop: Participants configure a savings product and test opening, funding, interest accrual, fee charging, blocking, and closure scenarios.

Day 3: Credit product and repayment configuration

• Credit product structures and loan account creation settings
• Principal, interest, fees, penalties, and arrears treatment
• Repayment schedule methods and instalment calculation logic
• Interest calculation methods, accruals, and payment allocation order
• Grace periods, repayment holidays, and prepayment rules
• Credit account states, delinquency stages, and write-off controls
• Rescheduling, refinancing, reversals, and exception handling

Workshop: Participants configure an instalment loan product and validate a set of disbursement, repayment, arrears, prepayment, and restructuring test cases.

Day 4: Accounting, APIs, and orchestration boundaries

• Transaction events and product-level accounting configuration
• General-ledger account mapping for principal, interest, fees, and suspense entries
• Accounting validation through transaction journals and reconciliation scenarios
• Mambu REST API resources, authentication concepts, and JSON payloads
• Postman collections for client, deposit, loan, and transaction validation
• OpenAPI Specification use for interface review and API test design
• Mambu Process Orchestrator use cases and boundaries with core configuration

Workshop: Participants create a posting map and use Postman requests to verify client and account records against expected transaction outcomes.

Day 5: Testing, controlled change, and implementation readiness

• Configuration test strategy across unit, integration, operational, and user acceptance testing
• Scenario design for balances, accruals, fees, repayments, and reversals
• Test data design for lifecycle states and exception conditions
• Defect triage using business impact, parameter analysis, and reproducible evidence
• Change requests, approval workflows, and segregation-of-duties controls
• Cutover preparation, configuration migration, and post-release checks
• Configuration pack structure, traceability, and stakeholder sign-off

Workshop: Participants complete and present a Mambu configuration pack containing product settings, accounting mappings, test cases, defects, and a controlled rollout plan.

Tools & standards covered

Mambu SaaS, Mambu Process Orchestrator, Postman, OpenAPI Specification

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions