201-Commercial-Banking-Functional SalesforcenCino 201 Commercial Banking Functional Exam Questions and Answers

The nCino UI provides the users with all of the following, except:

Which process gives you the most similar view of nCino on your mobile device?

What data points related to Collateral MGMT is recommended to be used when starting Collateral Docman Smart Checklists?

The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.

Where are the graphics for the nodes used on the Overview tab (Process View Images) housed?

Which Selection is NOT a Modification Frequency Value that can be set per index?

True or False: When Creating a New Route you should always click the New Button.

True or False: An approval process can fire email alerts to a group of users.

Which child object of a Covenant Management record can have multiple records? (Select 2).

True or False: List views should be created for each Stage on the Loan Object.

True or False? The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount.

True or False? A Loan that is processed through nCino will typically go through multiple approval processes.

When configuring Loan Team Member alerts, what workflow action is utilized?

True or False? Fields can be made Editable in the Pending Facilities section in Product Package.

Covenants are automatically marked active when:

True of False? Individual Relationship records also have Contact records linked to them - and on the Contact record is where the customer's CIP information is stored.

True or False? When curating data in an excel sheet, Leading zeros are sometimes hidden.

Which loan field is Not required to be filled out to initially create a Rate and Payment Stream?

True or False: A loan converts to a lead through the "Convert to nCino" button.

True or False? The roles used in loan team member alerts configuration are the standard Salesforce roles.

What field on relationship is recommended to be used when starting Relationship Docman Smart Checklists?

When configuring Loan Team Member alerts, what loan field is populated via workflow to initiate the notification?

Which SOQL Query would return the fields: Name, Billing address (street,city,state,zip) and phone number of all Relationships (Account) with the billing state of North Carolina with no syntax errors?

True or False? The Loan Exception file catches loan duplicates from coming into the system.

ncDataGrid can access field sets from what Objects?

True of False? Risk rating can include both qualitative and quantitative values.

In order to configure the "Generate Forms" action within the Magic Wand/User Interface (UI) on the Loan object, which loan field value is required?

True or False? Collateral Management records should be created for each loan they are associated with.

True of False? By default, the total exposure includes any proposed direct or indirect exposure.

Once the Covenant Compliance record is set to Compliant status, the Next Evaluation Date on the parent Covenant automatically moves forward based on the frequency set on the parent Covenant. This is accomplished via workflow rules and can be customized.

Which of the following is necessary for a sync with records coming from the Core?

True or False? A Change Memo is used to request an approval to change terms, rate, amount, etc. AFTER the Loan has already been approved - but BEFORE the Loan has been closed/booked.

True or False: It is NOT important to have a corresponding customer request/permission before attempting to data load.

What is the name of the junction object that typically ties Loans to Relationships and Deposits?

What tab should be navigated to for Docman Configuration?

When renewing/modifying a loan, an appendage is added to the loan number. This is configured where?

What needs to be configured in order to have access to the 'Edit Field set' button in the UI.

True or False: When creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.

True or False? When you log a call, you are also given the ability to create a follow-up task on the same page, if needed.

When configuring the form template, which of the following items are nCino's recommended best practices?

What is configured that determines the approval process a record will go through?

Collateral pledged impacts which calculation?

True or False? Informatica loads run on a manual sync. The admin must tell the sync to run.

True or False? It is NOT important to have a corresponding customer request/permission before attempting to data load.

True or False: New Covenant Management records are created when the "Next Evaluation Date" is met.

When creating new screen sections for a credit memo, which field determines the order in which screen sections appear?

For a user to add a 'Non-Standard' Fee to a loan:

When configuring a form template from the Loan object and attempting to capture the values for fields on a related object, how must the start of the query be configured to "call-out" to that other object?