Salesforce nCino 201 Commercial Banking Functional Exam
Last Update Apr 16, 2024
Total Questions : 169
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True or False? A Loan that is processed through nCino will typically go through multiple approval processes.
After you begin Spreading, what is the first step a user must complete before adding income statements?
True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.
True or False? An approval process can fire email alerts to groups of users.
What Collateral MGMT Placeholders are generated in Loan Docman when Collateral is pledged?
True or False? If you assign a task to someone, they will receive email notification letting them know that they have been assigned a new task.
Which of the following functions are available with the Schedule an Event feature?
Select the options that best summarize what a Product Package is. (Choose all that apply)
To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index
True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing of Approval.
True or False? An Admin will Visit the ManageRates Visualforce Page to adjust the rate for a given index.
From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three)
True or False? Once the entire Loan term is defined, the payment structure data from the first payment stream is pushed back to the loan object and saved. This overwrites existing data on the loan object.
When using Spreads, what is the most likely reason an end user is unable to select the Show operations checkbox?
True or False: An approval process can fire email alerts to a group of users.
The nCino solution is compatible with Salesforce Lightning user experience.
True or False? The packaged Setup of nCino UI will have Risk Rating already configured.
Where are the graphics for the nodes used on the Overview tab (Process View Images) housed?
True or False? You don't need a field set in order to Build the Layout for a Screen Section.
True or False? Document Manager requires permission sets in order for users to upload documents.
When setting a Route to look at a VisualForce Page what field holds the API name of the VisualForce Page?