2
nCino - on test questions with accurate || || || || || || ||
solutions
indicates information is not yet saved - ✔✔bold text || || || || || || || ||
does chatter have to be configured for docMan - ✔✔yes
|| || || || || || || || ||
when assigned a ________ connection role, the connected entity is always assigned a related role
|| || || || || || || || || || || || || || ||
- ✔✔reciprocal
||
3 tier loan product hierarchy - ✔✔product line - product type - product
|| || || || || || || || || || || ||
what do you use to convert an opportunity to product package or loan - ✔✔field map
|| || || || || || || || || || || || || || ||
3 types of exposure methods - ✔✔direct, indirect, and affiliated
|| || || || || || || || ||
amount used is original amount field on loan - ✔✔proposed exposure
|| || || || || || || || || ||
difference between original amount of booked and proposed - ✔✔net new funds
|| || || || || || || || || || ||
used to create rate stream - ✔✔nCino's Rate Structure tool
|| || || || || || || || ||
how to configure standard fees - ✔✔configure using nCino Administration tool (not workflow or
|| || || || || || || || || || || || || ||
validation)
2 types of product packages - ✔✔organic/life and transactional
|| || || || || || || ||
nCino - on test questions with accurate || || || || || || ||
solutions
indicates information is not yet saved - ✔✔bold text || || || || || || || ||
does chatter have to be configured for docMan - ✔✔yes
|| || || || || || || || ||
when assigned a ________ connection role, the connected entity is always assigned a related role
|| || || || || || || || || || || || || || ||
- ✔✔reciprocal
||
3 tier loan product hierarchy - ✔✔product line - product type - product
|| || || || || || || || || || || ||
what do you use to convert an opportunity to product package or loan - ✔✔field map
|| || || || || || || || || || || || || || ||
3 types of exposure methods - ✔✔direct, indirect, and affiliated
|| || || || || || || || ||
amount used is original amount field on loan - ✔✔proposed exposure
|| || || || || || || || || ||
difference between original amount of booked and proposed - ✔✔net new funds
|| || || || || || || || || || ||
used to create rate stream - ✔✔nCino's Rate Structure tool
|| || || || || || || || ||
how to configure standard fees - ✔✔configure using nCino Administration tool (not workflow or
|| || || || || || || || || || || || || ||
validation)
2 types of product packages - ✔✔organic/life and transactional
|| || || || || || || ||