Become a Confident Commercial Banker: Choose Our 201 Commercial Banking Functional Exam Dumps

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

2. Which Salesforce features are commonly used to support flexible configuration in nCino features? 9Select all that apply)

3. True or False: Appending 'tool-' OR 'action-' to the beginning of an App Name on the Route object will make the Route display in the Magic Wand.

4. Where should an end user begin spreading from?

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

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

7. Covenant Compliance records are generated until:

8. Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?

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

10. Connections is used to join what 2 type of records.

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

12. When configuring Credit Memo, which section resource should be used to display information from a child object to the Loan?

13. True or False? An approval process can fire email alerts to groups of users.

14. Which of the following object are commonly referred to as "Ticklers":

15. True or False: The packaged Setup of nCino UI will have Risk Rating already configured.

16. True or False? Document Manager requires permission sets in order for users to upload documents.

17. 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.

18. In the nCino UI, bold contents contained within a field denotes data:

19. What tab should be navigated to for Docman Configuration?

20. Which one of the following is NOT a tab available on your Homepage toolbar?

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

22. True or False? When Creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.

23. True or False: A Limit or Sub Limit adds additional exposure to the overall hierarchy.

24. The Process Overview provides a visual representation of the number of Loans categorized by which of the following?

25. Which of the following is NOT an example of a Fee that should be tracked using the nCino Fee Management feature?

26. True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.

27. True or False? Workbench can be used to query salesforce records that are otherwise difficult to report on.

28. How can you calculate a risk rating (Select 2)?

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

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

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

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

33. Which SOQL Query would return all Loan ID's?

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

35. Covenants are automatically marked active when:

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

37. A "Standard Fee" is defined as: (Choose 3)

38. Which of the following functions are available with the Schedule an Event feature?

39. True or False? Once a loan has been put into the approval process, the record will be locked until an action is taken.

40. When setting a Route to look at a VisualForce Page what field holds the API name of the VisualForce Page?

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

42. True of False? The relationship statistics section comes with a default collection of exposure calculations.

43. What is the proper way to enter in a weight value of 50 percent for Risk Grade?

44. When using reports to assist in a data load, which file type should that report be saved as?

45. The 'Decline Loan' button is at the top of the ______ page.

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

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

48. True or False: Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog.

49. 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.

50. 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.