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

Questions 4

Any financial documents for your borrower should be saved in the __________.

Options:

A.

Relationship Document Manager

B.

Connections

C.

Loan Document Manager

D.

Overview

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Questions 5

You can use the Log a Call function on which of the following pages

Options:

A.

Contact

B.

Lead

C.

Loan

D.

Relationship

E.

All of the above

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Questions 6

True or False? A Loan converts to a lead through the "Convert to nCino" button.

Options:

A.

True

B.

False

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Questions 7

Which SOQL Query would return all Loan ID's?

Options:

A.

SELECT ID, FROM LLC_BI__LOAN__C

B.

SELECT ID FROM LLC_BI__LOAN__C

C.

SELECT ID FROM ACCOUNT.LLC_BI__LOAN__C

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Questions 8

Where would a Route with the App Name of 'third-party-reports' display if you assigned it to a Group via Route Group and did NOT give it a Parent Route?

Options:

A.

In the Magic Wand

B.

It won't render because it doesn't have a Parent Route

C.

The Main Navigation

D.

The Secondary Navigation

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Questions 9

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

Options:

A.

Leads

B.

Connections

C.

Contacts

D.

Overview

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Questions 10

True or False: You don't need a field set in order to Build the Layout for a Screen Section.

Options:

A.

True

B.

False

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Questions 11

True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing for Approval.

Options:

A.

True

B.

False

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Questions 12

Which items must be created in order to configure a team key? (Select Two)

Options:

A.

Role

B.

Email alert

C.

Email template

D.

Loan field

E.

Role

F.

Email template

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Questions 13

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

Options:

A.

True

B.

False

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Questions 14

nCino Forms Generation can be deployed on which of the following objects?

Options:

A.

Account, Loan, Contact & Collateral objects

B.

Custom Objects

C.

All options listed are correct

D.

Standard Objects

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Questions 15

An Advance Rate override will impact which record?

Options:

A.

Collateral Type

B.

Collateral Pledged

C.

Collateral Management

D.

All of the Above

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Questions 16

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.

Options:

A.

True

B.

False

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Questions 17

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

Options:

A.

True

B.

False

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Questions 18

When using nCino Forms Generation, where are the templates stored so that a user can access to edit?

Options:

A.

Forms Manager

B.

Templates can't be edited once saved

C.

nCino Administration

D.

Forms Templates

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Questions 19

When loans are renewed or modified, the financial institution would like to ensure that Loan Team Members (related list) are not copied from the original loan. Which ConfigVal setting should be reviewed or edited to prevent this?

Options:

A.

Relatives_To_Clone

B.

Renewal_Fields_To_Clone

C.

Relative_Fields_To_Clone

D.

Renewal_Feature_Enabled

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Questions 20

ncDataGrid can access field sets from what Objects?

Options:

A.

The Source Object the UI is on

B.

A related Object to the Object the UI is on

C.

A related - related Object to the Object the UI is on

D.

a visualforce page

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Questions 21

Which nCino feature is required to be utilized when setting up multi-tiered loan structure?

Options:

A.

Credit Memo

B.

Rate Structure

C.

Product Package

D.

Spreads

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Questions 22

What icon represents a Relationship record in nCino?

Options:

A.

Money Bag

B.

Small Green Man

C.

Coin

D.

Folder

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Questions 23

True or False? You can access your dashboards using the Salesforce1 mobile app.

Options:

A.

False

B.

True

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Questions 24

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

Options:

A.

True

B.

False

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Questions 25

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

Options:

A.

False

B.

True

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Exam Name: SalesforcenCino 201 Commercial Banking Functional Exam
Last Update: Nov 21, 2024
Questions: 169
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