Question 1

When configuring the form template, which of the following items are nCino's recommended best practices?

Options :

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 objects are connected.

Answer: A,B,C,D

Question 2

True or False: The roles used in loan team member alerts configuration are the standard Salesforce roles.

Options :

A : True

B : False

Answer: B

Question 3

True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.

Options :

A : True

B : False

Answer: B

Question 4

How can you calculate a risk rating (Select 2)?

Options :

A : Qualitative

B : Narratives

C : Quantitative

D : Template

Answer: A,C

Question 5

True or False? Updating the Status of the Covenant Management record will generate a Covenant Compliance record.

Options :

A : True

B : False

Answer: A