2
nCino exam study guide questions with verified || || || || || || ||
detailed answers ||
nCino supports the current release up to ____ - ✔✔n-1 releases
|| || || || || || || || || ||
where does the loan stage bar only appear? - ✔✔detail screen of a loan
|| || || || || || || || || || || || ||
denotes that the data has been entered and not yet saved - ✔✔bolded black font
|| || || || || || || || || || || || || ||
navigation bar that is a quick view of objects that are in a hierarchical relationship with the record
|| || || || || || || || || || || || || || || || || ||
you are currently viewing - ✔✔breadcrumbds
|| || || || ||
what are the 3 use cases to conditionally render fields and routes? - ✔✔workflow, system
|| || || || || || || || || || || || || || ||
profile/role, and security || ||
can be used to designate specific fields in a screen section as read only - ✔✔field access control
|| || || || || || || || || || || || || || || || ||
used to individually manage the field-level security of the field set - ✔✔section configuration
|| || || || || || || || || || || || ||
junction object that connects the route to a group via lookups - ✔✔route group
|| || || || || || || || || || || || ||
used to determine which group to display within the nCino UI - ✔✔default app
|| || || || || || || || || || || || ||
conditional rendering for routes is set AT the ____ ____ record - ✔✔route group
|| || || || || || || || || || || || ||
conditional rendering for routes is set TO the ____ ____ - ✔✔screen section
|| || || || || || || || || || || ||
, 2
4 types of relationship - ✔✔individual, households, businesses, and lenders
|| || || || || || || || ||
object where sensitive customer information records such as date of birth and social security
|| || || || || || || || || || || || || ||
number sit - ✔✔contact || || ||
2 types of connection roles: - ✔✔reciprocal and self-reciprocating
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use ____ to define roles within a household - ✔✔connections
|| || || || || || || || ||
a relationship cannot be part of multiple households - ✔✔False
|| || || || || || || || ||
focuses on wealth management systems based on salesforce - ✔✔Financial Services Cloud (FSC)
|| || || || || || || || || || || ||
loan product hierarchy - ✔✔product line - product type - product
|| || || || || || || || || ||
nCino can be configured to convert multiple opportunities that are tied to a single relationship
|| || || || || || || || || || || || || || ||
simultaneously - ✔✔True || ||
each product catalog value has 2 components: - ✔✔metadata and record data
|| || || || || || || || || || ||
the spelling of the product name must exactly match the product catalog record data - ✔✔True
|| || || || || || || || || || || || || || ||
a loan should not move back (3): - ✔✔once the loan is booked or complete, once the loan has
|| || || || || || || || || || || || || || || || || || ||
been approved, and once the loan has been marked as a complete application
|| || || || || || || || || || || ||
tool that maps custom stage and status values to the standard booked and closed values -
|| || || || || || || || || || || || || || || ||
✔✔product state configuration || ||
nCino exam study guide questions with verified || || || || || || ||
detailed answers ||
nCino supports the current release up to ____ - ✔✔n-1 releases
|| || || || || || || || || ||
where does the loan stage bar only appear? - ✔✔detail screen of a loan
|| || || || || || || || || || || || ||
denotes that the data has been entered and not yet saved - ✔✔bolded black font
|| || || || || || || || || || || || || ||
navigation bar that is a quick view of objects that are in a hierarchical relationship with the record
|| || || || || || || || || || || || || || || || || ||
you are currently viewing - ✔✔breadcrumbds
|| || || || ||
what are the 3 use cases to conditionally render fields and routes? - ✔✔workflow, system
|| || || || || || || || || || || || || || ||
profile/role, and security || ||
can be used to designate specific fields in a screen section as read only - ✔✔field access control
|| || || || || || || || || || || || || || || || ||
used to individually manage the field-level security of the field set - ✔✔section configuration
|| || || || || || || || || || || || ||
junction object that connects the route to a group via lookups - ✔✔route group
|| || || || || || || || || || || || ||
used to determine which group to display within the nCino UI - ✔✔default app
|| || || || || || || || || || || || ||
conditional rendering for routes is set AT the ____ ____ record - ✔✔route group
|| || || || || || || || || || || || ||
conditional rendering for routes is set TO the ____ ____ - ✔✔screen section
|| || || || || || || || || || || ||
, 2
4 types of relationship - ✔✔individual, households, businesses, and lenders
|| || || || || || || || ||
object where sensitive customer information records such as date of birth and social security
|| || || || || || || || || || || || || ||
number sit - ✔✔contact || || ||
2 types of connection roles: - ✔✔reciprocal and self-reciprocating
|| || || || || || || ||
use ____ to define roles within a household - ✔✔connections
|| || || || || || || || ||
a relationship cannot be part of multiple households - ✔✔False
|| || || || || || || || ||
focuses on wealth management systems based on salesforce - ✔✔Financial Services Cloud (FSC)
|| || || || || || || || || || || ||
loan product hierarchy - ✔✔product line - product type - product
|| || || || || || || || || ||
nCino can be configured to convert multiple opportunities that are tied to a single relationship
|| || || || || || || || || || || || || || ||
simultaneously - ✔✔True || ||
each product catalog value has 2 components: - ✔✔metadata and record data
|| || || || || || || || || || ||
the spelling of the product name must exactly match the product catalog record data - ✔✔True
|| || || || || || || || || || || || || || ||
a loan should not move back (3): - ✔✔once the loan is booked or complete, once the loan has
|| || || || || || || || || || || || || || || || || || ||
been approved, and once the loan has been marked as a complete application
|| || || || || || || || || || || ||
tool that maps custom stage and status values to the standard booked and closed values -
|| || || || || || || || || || || || || || || ||
✔✔product state configuration || ||
