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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:

SectionObjectives
Trade Finance- Bank Guarantees
- Export / Import Financing
- Letters of Credit
Commercial Lending & Credit Analysis- Credit Risk Assessment
- Loan Approval Workflow in nCino
- Loan Types and Structures
Commercial Banking Fundamentals- Roles in Commercial Banking
- Banking Regulations Overview
- Account Structures and Banking Operations
nCino Platform Functional Usage- Workflow Configuration
- Document Management and Compliance Tracking
- Customer & Account Management
Cash Management Services- Corporate Cash Management Products
- Payment and Liquidity Management

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question 1

Which Risk Grade Factor Type would you use for a number based selection?

A. Quantitative
B. Template
C. Qualitative
D. Unit


Question 2

Nodes in the Overview Tab can be directed to which of the following?

A. A specific List View or a specific Report
B. A specific List View or a specific Dashboard
C. The Loan Object or the the Report Object
D. The Loan Object or the Dashboard Object


Question 3

What objects are standard supported for Document Manager?

A. Product Package
B. Loan
C. Deposits
D. Treasury Services
E. Relationship
F. Collateral
G. All of the Above


Question 4

For a user to add a 'Non-Standard' Fee to a loan:

A. The Fee must exist as a record of the Template Object
B. They need a special custom object to track Non-Standard Fees
C. They need access to a text field labeled 'other' to enter the fee type
D. The Fee must exist as an option in the 'Fee Type' picklist on the Fee Object


Question 5

When loans are renewed or modified, the financial institution would like to ensure that Loan Team Members (related list) are not copied from the original loan. Which ConfigVal setting should be reviewed or edited to prevent this?

A. Renewal_Feature_Enabled
B. Relative_Fields_To_Clone
C. Renewal_Fields_To_Clone
D. Relatives_To_Clone


Solutions:

Question 1
Answer: A
Question 2
Answer: A
Question 3
Answer: G
Question 4
Answer: D
Question 5
Answer: D

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