201-COMMERCIAL-BANKING-FUNCTIONAL Online Practice Questions and Answers

True or False: When curating data in an excel sheet, Leading zeros are sometimes hidden.

A. True

B. False

The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.

A. Leads

B. Connections

C. Contacts

D. Overview

When setting a Route to look at a VisualForce Page what field holds the API name of the VisualForce Page?

A. Route Name

B. App Name

C. Screen Name

D. Body

True or False: When you log a call, you are also given the ability to create a follow-up task on the same page, if needed.

A. True

B. False

What determines the available choices of Product Line, Product Type, and Product picklists?

A. Field Level Security

B. Field Dependencies

C. Clickback protection

D. Workflow + Field update

You can create a new task off of which of the following objects?

A. Change Memo

B. Loan Modification

C. Risk Rating

D. Covenant

E. All of the above

True or False: During Approval Process, the Stage field on Product Package and Loan are what controls the syncing for Approval.

A. True

B. False

Once the Covenant Compliance record is set to Compliant status, the Next Evaluation Date on the parent Covenant automatically moves forward based on the frequency set on the parent Covenant. This is accomplished via workflow rules and can be customized.

Which of the following is necessary for a sync with records coming from the Core?

A. A match on the Relationship Social Security Number or Tax ID

B. A match on the lookupKey value for the record

C. A match on the name of the record

D. A Salesforce ID match

What field on relationship is recommended to be used when starting Relationship Docman Smart Checklists?

A. Type

B. Name

C. Industry

D. LookupKey

How do I Modify/Renew a Loan from Product Package?

A. Credit Actions button

B. Navigate to loan and then modify/renew

C. Manage Loan button

D. Bulk Actions button