SalesforcenCino 201 Commercial Banking Functional Exam
Last Update 1 day ago
Total Questions : 169
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True or False: To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index
True or False: An approval process can fire email alerts to a group of users.
True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing of Approval.
What data points related to Collateral MGMT is recommended to be used when starting Collateral Docman Smart Checklists?
The 'Loan Details' Main Navigation has Sub Navigation called Questionnaire that should be the first Route that is seen when clicking the 'Loan Details'. Where is the 'Default Context' checkbox checked to
make the Questionnaire show up first?
When using nCino Forms Generation, where are the templates stored so that a user can access to edit?
Where are the graphics for the nodes used on the Overview tab (Process View Images) housed?
When configuring Credit Memo, which section resource should be used to display information from a child object to the Loan?
True or False: Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog.
True or False: A Limit or Sub Limit adds additional exposure to the overall hierarchy.
What is the proper way to enter in a weight value of 50 percent for Risk Grade?
What method of organization should be used to create the Loan Document Manager Smart Checklists?
When configuring nCino feature from a knowledge base article and a necessary field is not available on the page layout what is the best FIRST step to take to locate the field?
A loan with loan number 12345 is renewed. This creates a new Loan record with Loan number 12345R-1. When Loan 12345R-1 books the stage is updated to the 'booked' stage.
What happens to the 12345R-1 loan's loan number when the 12345R-1 loan books?
True or False? The packaged Setup of nCino UI will have Risk Rating already configured.
When configuring the form template, which of the following items are nCino's recommended best practices?
True or False: You don't need a field set in order to Build the Layout for a Screen Section.
To use RLTV, financial institutions need to ensure they currently use which of the following features?
True of False? In order to override a risk grade computed value, you must add comments in order for it to be saved.
TESTED 26 Apr 2024
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