The Product Catalog is configured on the back end by using what tool?
A. Copy Loan Plus Tool
B. DM Admin Tool
C. Standard Cloner Tool
D. Document Manager Tab
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 "callout" to that other object?
A. {{"API_Name"}}
B. {{FIELD="API_Name"}}
C. {{LIST="Field_API_Name"}}
D. {{LIST="Object_API_Name"}}
Nodes in the Overview Tab can be directed to which of the following?
A. A specific List View or a specific Dashboard
B. A specific List View or a specific Report
C. The Loan Object or the the Report Object
D. The Loan Object or the Dashboard Object
True or False? Updating the Status of the Covenant Management record will generate a Covenant Compliance record.
A. True
B. False
What data points related to Collateral MGMT is recommended to be used when starting Collateral Docman Smart Checklists?
A. Collateral Type-> Type/Subtype
B. Loan to Value
C. Collateral Pledge
D. Address
E. Collateral History
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
___________ is used to notate the reasons for denial of the Loan - and after approval, this record is stored on the Loan page for future reference.
A. Decline Loan Reasons
B. Reasons for Denial
C. Covenant Compliance
D. Adverse Action
The 'Loan Details' Main Navigation has Sub Navigation called Questionnaire that should be the first Route that is seen when clicking the 'Loan Details'. Where is the 'Default Context' checkbox checked to make the Questionnaire show up first?
A. Route
B. Route Group
C. Group
D. Screen Section
Which Collateral Management feature enables the functionality of comparing the value of a piece of collateral to the value of all loans pledged to that particular piece of collateral?
A. Collateral Coverage Ratio
B. Collateral Pledged
C. Complex Collateral
D. Loan Ratio
True or False? Risk Grade Groups can be associated with Multiple Risk Grade Templates.
A. True
B. False