nCino 301 Commercial Banking Configuration Study Guide Winter '21
1.Commercial Lending: Lending to businesses
2.Affirmative Covenant: Type of Agreement that is a requirement for approval
that a business agrees to maintain a certain level of assets over the course of
the loan 3. Way to measure an individual's ability to manage monthly
payments and repay debts: Debt To Income
4.Line of Credit Product that would best suit a company with sharp
fluctuations in cash balances and unexpected expenses: Line of Credit
5.What is nCino's best practice for taking on releases throughout the life of
a project?: nCino recommends to take them on as soon as possible
6.In the nCino Interface, bold contents contained within a field denote:: Data
that has been entered but not yet saved
7.When nCino releases become generally available: Spring/Fall
8.Which nCino Route body type allows for creation and display of related
child records?
a)nforce__ncrelatedlist
b)nforce__ncdatagrid
c)nforce__kogridlist
d)nforce__ncrelatedtable
e)nforce__korelatedlistchild: Answer: A nforce_ncrelatedlist
9.What object does an admin setup Conditional Route Rendering in the
nCino User Interface?: Route Group
10.Navigation items organized vertically across the left side of the User Interface are called:: Routes
11.T or F: The updated nCino UI with Lightning Web Components use the
same data model as the Classic nCino UI: False
12.In the Proposal Stage, a user views the loan Details section in the nCino
UI and sees one set of fields. The loan's stage is advanced to Credit
Underwriting. While in the CU stage, the user views the Loan Details
section in the UI and sees a completely different set of fields. What nCino
Functionality is utilized to accomplish this?: Condition Route/Screen
Rendering
13.T or F: it is NOT a recommended best practice to clone an existing
related nCino 301 Commercial Banking Configuration Study Guide Winter '21
UI record when creating a new group, route group, route, or screen.: False 14. In order to display a non editable related list on the nCino UI, which value should be placed in the Body field of the route record? a) nforce__ncrelatedtable
b)nforce__ncdatagrid
c)nforce__korelatedlistchild
d)nforce__ncrelatedlist: Answer: D nforce_relatedtable
15.On which object should conditional display criteria be configured for
conditional route rendering?: Route Group
16.Which field on the Route and Group records must be unique and is
referenced by nCino code to display the Route's contents when selected
by a User?: App
17.When Admins define a Connection Role record as "Self-Reciprocating": -
The connected entity is assigned the same role
18.The products & services component is generally configured on the
Relationship Layout. How can an admin hide the Deposits route from this
computer's UI?
a)Set the "Is Hidden" checkbox
b)Delete the Deposits Products Route Group
c)Delete the Relationship Group
d)Dele the Products and Services Route
e)Use Conditional Rendering: Answer: A / B / E 3 Ways;
1.Set the 'Is-Hidden' checkbox
2.Delete the Deposits Products Route Group
3.Use conditional rendering
19.User reports difficulty with the credit integration for an ind. relationship in nCino. After navigating to the contact record on the relationship, an admin verifies that the Name, Birthdate, Address, and other identifying information is filled in correctly. What is the next best thing to verify on the contact record?: Primary Checkbox is set to "True"
20.The Relationship Credit Actions Page can be used to take which of the
following actions? a) Renew
b)Modify
c)Copy
1.Commercial Lending: Lending to businesses
2.Affirmative Covenant: Type of Agreement that is a requirement for approval
that a business agrees to maintain a certain level of assets over the course of
the loan 3. Way to measure an individual's ability to manage monthly
payments and repay debts: Debt To Income
4.Line of Credit Product that would best suit a company with sharp
fluctuations in cash balances and unexpected expenses: Line of Credit
5.What is nCino's best practice for taking on releases throughout the life of
a project?: nCino recommends to take them on as soon as possible
6.In the nCino Interface, bold contents contained within a field denote:: Data
that has been entered but not yet saved
7.When nCino releases become generally available: Spring/Fall
8.Which nCino Route body type allows for creation and display of related
child records?
a)nforce__ncrelatedlist
b)nforce__ncdatagrid
c)nforce__kogridlist
d)nforce__ncrelatedtable
e)nforce__korelatedlistchild: Answer: A nforce_ncrelatedlist
9.What object does an admin setup Conditional Route Rendering in the
nCino User Interface?: Route Group
10.Navigation items organized vertically across the left side of the User Interface are called:: Routes
11.T or F: The updated nCino UI with Lightning Web Components use the
same data model as the Classic nCino UI: False
12.In the Proposal Stage, a user views the loan Details section in the nCino
UI and sees one set of fields. The loan's stage is advanced to Credit
Underwriting. While in the CU stage, the user views the Loan Details
section in the UI and sees a completely different set of fields. What nCino
Functionality is utilized to accomplish this?: Condition Route/Screen
Rendering
13.T or F: it is NOT a recommended best practice to clone an existing
related nCino 301 Commercial Banking Configuration Study Guide Winter '21
UI record when creating a new group, route group, route, or screen.: False 14. In order to display a non editable related list on the nCino UI, which value should be placed in the Body field of the route record? a) nforce__ncrelatedtable
b)nforce__ncdatagrid
c)nforce__korelatedlistchild
d)nforce__ncrelatedlist: Answer: D nforce_relatedtable
15.On which object should conditional display criteria be configured for
conditional route rendering?: Route Group
16.Which field on the Route and Group records must be unique and is
referenced by nCino code to display the Route's contents when selected
by a User?: App
17.When Admins define a Connection Role record as "Self-Reciprocating": -
The connected entity is assigned the same role
18.The products & services component is generally configured on the
Relationship Layout. How can an admin hide the Deposits route from this
computer's UI?
a)Set the "Is Hidden" checkbox
b)Delete the Deposits Products Route Group
c)Delete the Relationship Group
d)Dele the Products and Services Route
e)Use Conditional Rendering: Answer: A / B / E 3 Ways;
1.Set the 'Is-Hidden' checkbox
2.Delete the Deposits Products Route Group
3.Use conditional rendering
19.User reports difficulty with the credit integration for an ind. relationship in nCino. After navigating to the contact record on the relationship, an admin verifies that the Name, Birthdate, Address, and other identifying information is filled in correctly. What is the next best thing to verify on the contact record?: Primary Checkbox is set to "True"
20.The Relationship Credit Actions Page can be used to take which of the
following actions? a) Renew
b)Modify
c)Copy
