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| Section | Objectives |
|---|---|
| Topic 1: Cash Management Services | - Cash management services provided to commercial clients |
| Topic 2: Commercial Banking Fundamentals | - Commercial Banking Managers - Relationship Officers - Account types and banking regulations - Credit Analysts |
| Topic 3: Commercial Lending | - Loan types - Risk assessment - Credit analysis |
| Topic 4: Trade Finance | - Guarantees - Export financing - International trade finance goods and services - Letters of credit |
Question 1
When configuring a form template from the Loan object and attempting to capture the values for fields on a related object, how must the start of the query be configured to "call-out" to that other object?
A. {{FIELD="API_Name"}}
B. {{LIST="Field_API_Name"}}
C. {{LIST="Object_API_Name"}}
D. {{"API_Name"}}
Question 2
When configuring nCino feature from a knowledge base article and a necessary field is not available on the page layout what is the best FIRST step to take to locate the field?
A. Create the field
B. Check with the knowledge team to make sure the article is up to date
C. Chatter your team lead
D. Click edit page layout and search for the missing field
Question 3
Which Selection is NOT a Modification Frequency Value that can be set per index?
A. Adjusted Daily
B. Adjusted as needed
C. Adjusted Hourly
D. Adjusted Yearly
Question 4
True or False? You don't need a field set in order to Build the Layout for a Screen Section.
A. False
B. True
Question 5
Which child object of a Covenant Management record can have multiple records? (Select 2).
A. Loan Covenant
B. Covenant Compliance
C. Covenant Type
D. Account Covenant
Solutions:
| Question 1 Answer: C | Question 2 Answer: D | Question 3 Answer: A | Question 4 Answer: A | Question 5 Answer: A,B |
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