For the following scenario, assume the Loan Name input field for end users on the Loan creation page is hidden and the Loan Amount field has been added as an additional field for an end user to populate. If an end user populates all available fields on the loan creation page, and there is no custom workflow rule configured to set the loan name, what will the nCino solution automatically set the loan name to?
Correct Answer: A, C
Explanation:
In the nCino Bank Operating System loan creation logic, if the Loan Name field is hidden from users and there is no custom workflow rule configured to populate it, the system automatically generates the Loan Name using its default naming convention. This default format typically combines the Relationship Name and Product Name only. Even if additional fields like Loan Amount are added to the page layout and completed by the user, they do not affect the auto-generated Loan Name unless a specific workflow or automation explicitly includes them. Therefore, the system will ignore the Loan Amount in this case and fall back to the standard format: Relationship Name – Product Name.
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