What is configured that determines the approval process a record will go through?
A. Original Step
B. Entry Criteria
C. Beginning Process
D. Final approval action
True or False: Appending 'tool-' OR 'action-' to the beginning of an App Name on the Route object will make the Route display in the Magic Wand.
A. True
B. False
Covenant Compliance records are generated until:
A. the Status is changed
B. A user deactivates the Covenant Management record
C. All associated Loans are in the Booked Stage
D. All Associated Loans are in the Complete Stage
In the nCino UI, bold contents contained within a field denotes data:
A. That has recently been saved
B. That has been entered but not yet saved
C. That is incorrect value for the field type it is entered in
D. That is used in a formula field elsewhere in the system
How can you calculate a risk rating (Select 2)?
A. Qualitative
B. Narratives
C. Quantitative
D. Template
Which of the following functions are available with the Schedule an Event feature?
A. Create an All Day Event
B. Create a Recurring Event
C. Create a time block on your calendar for the event
D. All of the above
What tab should an admin navigate to for configuring Document Manager?
A. Home
B. nCino Administration
C. DM Admin
D. Docman Configuration Tool Suite
E. Reports
True or False: A Loan that is processed through nCino will typically go through multiple approval processes.
A. True
B. False
ncDataGrid can access field sets from what Objects?
A. The Source Object the UI is on
B. A related Object to the Object the UI is on
C. A related - related Object to the Object the UI is on
D. a visualforce page
True or False: Risk Grade Groups can be associated with Multiple Risk Grade Templates.
A. True
B. False
True or False: When Creating a New Route you should always click the New Button.
A. True
B. False
When are notifications sent out after a loan is approved or rejected?
A. Weekly
B. Daily
C. Monthly
D. Automatically
True or False: Appending 'tool-' or 'action-' to the beginning of an App Name on the Route object will make the Route display in the Magic Wand.
A. True
B. False
True or False: Fields can be made Editable in the Pending Facilities section in Product Package.
A. True
B. False
When configuring the form template, which of the following items are nCino's recommended best practices?
A. Copy field API values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry
B. Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks " "
C. When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox
D. Utilize the Schema Builder functionality when uncertain about how to query to a certain field on a related object to understand the data structure and how the objects are connected