Excellent 201-Commercial-Banking-Functional Updated 2022 Dumps With 100% Exam Passing Guarantee
Best way to practice test for Salesforce 201-Commercial-Banking-Functional
NEW QUESTION 25
When renewing/modifying a loan, an appendage is added to the loan number. This is configured where?
- A. CFG_ConfigValues
- B. CFG_ConfigKeys
- C. nCino Administration
- D. Custom Settings
Answer: A
NEW QUESTION 26
When configuring a form template from the Loan object and attempting to capture the values for fields on a related object, how must the start of the query be configured to "call-out" to that other object?
- A. {{LIST="Field_API_Name"}}
- B. {{LIST="Object_API_Name"}}
- C. {{"API_Name"}}
- D. {{FIELD="API_Name"}}
Answer: B
NEW QUESTION 27
True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks.
- A. True
- B. False
Answer: A
NEW QUESTION 28
The nCino UI provides the users with all of the following, except:
- A. A Streamlined navigation and presentation of data by keeping all relevant information in one view pane (you are only presented with the information you need to know)
- B. Consistent experience across devices
- C. An intuitive layout that reduces learning curve in adapting to and using the layout effectively
- D. A 1-to-1 replacement of native Salesforce Ul functionality
Answer: A
NEW QUESTION 29
___________ is used to notate the reasons for denial of the Loan - and after approval, this record is stored on the Loan page for future reference.
- A. Decline Loan Reasons
- B. Covenant Compliance
- C. Reasons for Denial
- D. Adverse Action
Answer: D
NEW QUESTION 30
True or False: A Limit or Sub Limit adds additional exposure to the overall hierarchy.
- A. False
- B. True
Answer: A
NEW QUESTION 31
The Product Catalog is configured on the back end by using what tool?
- A. Copy Loan Plus Tool
- B. Document Manager Tab
- C. DM Admin Tool
- D. Standard Cloner Tool
Answer: C
NEW QUESTION 32
Nodes in the Overview Tab can be directed to which of the following?
- A. The Loan Object or the Dashboard Object
- B. The Loan Object or the the Report Object
- C. A specific List View or a specific Report
- D. A specific List View or a specific Dashboard
Answer: C
NEW QUESTION 33
Which section of your homepage can be configured to show the reports you choose to have displayed?
- A. Calendar
- B. Dashboard
- C. My Tasks
- D. Contacts
Answer: B
NEW QUESTION 34
What is the name of the junction object that typically ties Loans and Deposits to Relationships?
- A. Entity Involvement
- B. Entity Engagement
- C. Collateral Management
- D. Connection Plus
Answer: A
NEW QUESTION 35
Which items must be created in order to configure a team key? (Select Two)
- A. Email template
- B. Loan field
- C. Email alert
- D. Role
- E. Role
- F. Email template
Answer: A,D
NEW QUESTION 36
True or False? The Product Catalog can dictate the type of placeholders that render in Document Manager.
- A. True
- B. False
Answer: A
NEW QUESTION 37
For a user to generate a record below the Main on the loan record in nCino, which button are you required to add to the page layout?
- A. Manage Customer Portal
- B. Credit Memo
- C. New Limit/Sub/Takedown
- D. Sharing
Answer: C
NEW QUESTION 38
What data points related to Collateral MGMT is recommended to be used when starting Collateral Docman Smart Checklists?
- A. Address
- B. Collateral Type-> Type/Subtype
- C. Collateral Pledge
- D. Loan to Value
- E. Collateral History
Answer: B
NEW QUESTION 39
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.
- A. True
- B. False
Answer: A
NEW QUESTION 40
True or False? Informatica loads run on a manual sync. The admin must tell the sync to run.
- A. True
- B. False
Answer: A
NEW QUESTION 41
Select the options that best summarize what a Product Package is. (Choose all that apply)
- A. Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review)
- B. Aggregation of Loans and ancillary data (Fees, Collateral, etc.)
- C. Unified Credit Memo and Forms Gen
- D. Manage Relationship Statistics
Answer: A,B,C
NEW QUESTION 42
A "Standard Fee" is defined as: (Choose 3)
- A. Any fee that a Financial Institution might add to a loan
- B. A fee that can be queued up automatically to be added when a loan hits a specific stage
- C. A fee that exists as an option in the "Fee Type" Picklist on the Fee Object
- D. A fee that can be queued up automatically with a preset amount
- E. A fee that can be queued up automatically to be added to a specific loan product
Answer: B,D,E
NEW QUESTION 43
What field on relationship is recommended to be used when starting Relationship Docman Smart Checklists?
- A. Industry
- B. LookupKey
- C. Type
- D. Name
Answer: C
NEW QUESTION 44
True or False: New Covenant Management records are created when the "Next Evaluation Date" is met.
- A. False
- B. True
Answer: A
NEW QUESTION 45
When converting a lead, what is NOT created?
- A. Individual Relationship
- B. Business Relationship
- C. Memo
- D. Loan
Answer: C
NEW QUESTION 46
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