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| Section | Weight | Objectives |
|---|---|---|
| Relationship Management & Hierarchy Modeling | 18% | - Contact and stakeholder mapping - Organizational relationships - Access control and permissions |
| Client Onboarding & Account Management | 20% | - Customer data management - KYC and regulatory compliance - Multi-entity account structures |
| Product Configuration & Pricing | 15% | - Commercial loan and deposit products - Rate, fee and payment structures - Product catalog setup |
| Document Management & Compliance | 12% | - Audit trails and reporting - Regulatory requirements - Document lifecycle |
| Loan Origination & Underwriting | 18% | - Application intake and processing - Credit analysis and financial statements - Underwriting workflows |
| Collateral, Covenant & Credit Management | 17% | - Collateral tracking and valuation - Complex credit structures - Covenant monitoring |
Question 1
When configuring the form template, which of the following items are nCino's recommended best practices?
A. Copy field API values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry
B. When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox
C. Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks " "
D. Utilize the Schema Builder functionality when uncertain about how to query to a certain field on a related object to understand the data structure and how the objects are connected
Question 2
When renewing/modifying a loan, an appendage is added to the loan number. This is configured where?
A. CFG_ConfigKeys
B. nCino Administration
C. Custom Settings
D. CFG_ConfigValues
Question 3
When using nCino Forms Generation, where are the templates stored so that a user can access to edit?
A. Forms Manager
B. Forms Templates
C. nCino Administration
D. Templates can't be edited once saved
Question 4
When using reports to assist in a data load, which file type should that report be saved as?
A. Excel Workbook
B. CSV (Comma Delimited)
C. CSV MS-DOC
D. PDF
Question 5
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.
A. True
B. False
Solutions:
| Question 1 Answer: A,B,C,D | Question 2 Answer: D | Question 3 Answer: A | Question 4 Answer: B | Question 5 Answer: A |
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Salesforce nCino 201 Commercial Banking Functional Exam
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