Own’s Seeding application makes available to you a selection of predefined Nodes Templates. These templates are specifically tailored to perform data seeding for the following data environments:
Nodes Templates created using a predefined template are populated with data objects and are ready for data seeding use; they do not require any additional configuration. However, as necessary, you can edit such templates and further configure their objects to customize them even more precisely and more specifically address your organization's data seeding needs.
The following table provides you with a description and details about each of the predefined Nodes Templates that are tailored for seeding use in a Salesforce-nCino data environment:
Collateral Type is an object that helps your financial institution categorize collateral management records and customize your collateral management experience.
This template allows you to seed your existing Collateral Types to a target sandbox of your choice. The nCino Product Hierarchy template is required when seeding Collateral Types.
nCino’s Credit Memo feature offers a streamlined experience to create and configure credit memo templates without custom code.
nCino Customers can use this template to seed existing Credit Memo Screens to a target sandbox. Attachments are not included.
Document Manager is nCino's drag-and-drop storage solution for all loan, collateral, relationship, product package, treasury, and deposit account opening files.
Document Manager dynamically renders document placeholders based on your desired criteria, and allows financial institutions to store documents for individual objects on the corresponding record page.
This template can seed existing Document Manager Data setup to a target sandbox.
With Form Generation, an end user can generate a form that automatically populates with information from data entered into the nCino system.
This template allows you to seed existing Policy Exceptions from Production or another sandbox.
The Policy Exception feature in the Loan interface allows you to use templates to document a policy exception, explain the reason for the exception, and mitigate it.
These policy exceptions standardize and explain variations from the standard loan process. For example, a template can be created for a missing document required for a loan and specify its severity, as well as acceptable reasons for granting this exception to allow the policy exception to be mitigated.
Create different types of policy exceptions and mitigating reasons to specify exactly what is needed on a given loan.
Covers the nCino Product Hierarchy Record Based Configuration.
The template is based on the Product Line as a Root and brings all of its relevant children.
The Questionnaire template allows you to seed:
> Required configuration to allow the Question and Answer label to display in the Answers related list.
> Required configuration to display a questionnaire on the desired route.
This template allows you to seed existing Risk Grade Templates from Production or from another sandbox.
Risk ratings allow for quantification of an institution's financial exposure of a loan during underwriting and throughout its lifespan by assigning a score based on certain properties, such as credit history. This score can be assigned to an individual or a business, and it captures how risky it might be to issue them credit.
These ratings are needed for regulatory reporting and review, as well as internal approval processes. Additionally, these ratings allow a financial institution (FI) to group loan portfolios by risk grades for credit quality monitoring.
Financial institutions need the ability to automate as many processes as possible in their interactions with customers. Automation leads to greater efficiency and consistency, particularly in pre-qualifications and credit approvals. The nCino Rules Engine provides the ability to automate these decisions with a fully configurable tool that can be used to customize decisions based on the customer's financial institution's credit policies and business model.
The Rules Engine provides the framework that allows nCino's Loan Auto Decision feature and Automated Policy Exception features to process loans and render a suggested decision or automated policy exception on the loans.
This template allows you to seed your existing nCino Rules Engine to a new or an existing sandbox.
Each route in nCino has one screen associated with it.
A screen record shows all of its associated screen section records in a related list, as well as another related list for all of the routes that this screen displays on.
Screen sections hold the actual content on the route. Each route/screen can have multiple screen sections on it, where each section can have an individual header to present grouped information or fields via section configurations.
nCino's Smart Checklist gives you the ability to simultaneously see the big picture and details of your processes within nCino.
It gives you a consistently clear view of the real-time status of your product, and keeps an eye on all completed and in-progress requirements to ensure a smooth and transparent process for your customers.
With Smart Checklist, you can add and edit requirements, assign requirements to yourself or others through the use of Loan Team Members or Queues, view requirements by stage, status or assignee - all from a product package, loan, collateral, relationship, or treasury record.
nCino can configure a set of bundles for your financial institution to account for various loan scenarios, or your institution can configure your own bundles. Because the foundational technology is so flexible, most institutions opt to modify bundles themselves, with little or no involvement from nCino. In addition, you can leverage permission sets to manage bundle changes. This capability is quite helpful when trying to maintain consistent credit policies throughout the business cycle.
Many institutions do use nCino's bundles out-of-the-box, with little or no additional configuration. Others start with the provided bundles and configure their own unique versions of the statements to address the needs of their different lines of business.
This template allows you to seed your existing Spreads Underwriting Bundle Setup to a new or an existing sandbox.
The nCino Team Management feature allows you to assign members to a team and then assign the team to as many loans as necessary.
This template allows you to seed assignments from Production or another sandbox.
The nCino Team Management feature allows you to assign roles and members to a team and then assign the team to as many loans as necessary.
This template allows you to seed role assignments from Production or another sandbox.
nCino Template Records (Fee) adds fees using templates, which users add to a commercial loan or to a consumer loan.
The Fee Management screen in nCino Administration uses the Template Records object, but when the user adds fees to the loan, they use the Fee object.
The Fee Management Templates are packaged with nCino standard fee types. Additional custom fee types are available to select as part of the fee template for administrators.
Covers the nCino UI Framework.
nCino’s User Interface (UI) provides an intuitive and powerful experience by simplifying access to workflow, validation, custom fields, and custom configuration.
Covers the nCino UI Framework and allows you to bring and filter the whole UI based on a specific Group.