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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

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

A) Type
B) LookupKey
C) Industry
D) Name

2. Collateral Management records must have what child record?

A) Lien
B) Collateral Ownership
C) All of the Above
D) Collateral Pledged

3. Collateral pledged impacts which calculation?

A) None of the above
B) Available lendable value
C) Debt Service coverage ratio
D) Loan to value

4. The Financial Indicator Value is determined by:

A) The Loan Covenant
B) The Covenant Compliance
C) The value specified by the user
D) The Covenant Type

5. 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?

A) A match on the Relationship Social Security Number or Tax ID
B) A match on the name of the record
C) A Salesforce ID match
D) A match on the lookupKey value for the record

Solutions: