---
schema_version: "1"
id: 8e6f96efc3a7149391f02895d35385b867f9d2c36c65ca3b00ff6d41ce0411bf
title: Predefined Nodes Templates for Seeding Salesforce nCino Data
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/seeding_o_predefined_nodes_template_ncino.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.seeding_o_predefined_nodes_template_ncino.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 53d48dc5853910a12bda3368345b522da4bbf6a0081ab74142b614d29faa6f20
description: The table provides a description and details about each of the predefined Nodes Templates that are tailored for seeding use in a Salesforce-nCino data environment.
products:
  - Security
  - Salesforce Platform
release: "264"
---
# Predefined Nodes Templates for Seeding Salesforce nCino Data

The table provides a description and details about each of the predefined Nodes Templates that are tailored for seeding use in a Salesforce-nCino data environment.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:20%">
        <col style="width:40%">
        <col style="width:40%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d34122e38">nCino Template Name</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d34122e41">Description</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d34122e44">Objects Provided</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Budgets</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">Allows nCino customers to seed existing budgets from Production/sandbox to new or
            existing sandboxes.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>LLC_BI__Budget__c</li>

              <li>LLC_BI__Budget_Line_Item__c</li>

              <li>LLC_BI__Transaction_Request__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Collateral Types</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">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.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>LLC_BI__Collateral_Type__c</li>

              <li>nFORCE__Screen__c</li>

              <li>nFORCE__Screen_Section__c</li>

              <li>nFORCE__Section_Configuration__c</li>

              <li>LLC_BI__Product_Collateral_Type__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Credit Memo (nFORCE)</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">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.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>LLC_BI__Credit_Memo__c</li>

              <li>LLC_BI__Credit_Memo_Screen__c</li>

              <li>nFORCE__Screen__c</li>

              <li>nFORCE__Screen_Section__c</li>

              <li>nFORCE__Screen_Segment__c</li>

              <li>nFORCE__View__c</li>

              <li>nFORCE__Section_Configuration__c</li>

              <li>nFORCE__Widget__c</li>

              <li>nFORCE__Layout__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Document Manager</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">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.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>LLC_BI__DocManager__c</li>

              <li>LLC_BI__DocTab__c</li>

              <li>LLC_BI__DocType__c</li>

              <li>LLC_BI__DocType_Role__c</li>

              <li>LLC_BI__DocClass__c</li>

              <li>LLC_BI__ClosingChecklist__c</li>

              <li>LLC_BI__ProductCCL__c</li>

              <li>LLC_BI__ProductDocTab__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Forms Manager</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">With Form Generation, an end user can generate a form that automatically populates with
            information from data entered into the nCino system. When seeding attachments, dummy files
            are seeded in place of the actual attachments.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>nFORMS__Form_Template__c</li>

              <li>Attachment (dummy files)</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Policy Exception</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">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.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>LLC_BI__Policy_Exception_Template__c</li>

              <li>LLC_BI__Policy_Exception_Mitigation_Reason__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Product Hierarchy</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">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.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>LLC_BI__Product_Line__c</li>

              <li>LLC_BI__Product_Type__c</li>

              <li>LLC_BI__Product__c</li>

              <li>LLC_BI__Product_State_Config__c</li>

              <li>LLC_BI__Institution__c</li>

              <li>nFORCE__Group__c</li>

              <li>nFORCE__Screen__c</li>

              <li>nFORCE__Screen_Section__c</li>

              <li>LLC_BI__Product_Feature__c</li>

              <li>LLC_BI__Deposit_Rate_Structure__c</li>

              <li>LLC_BI__Bill_Point__c</li>

              <li>LLC_BI__Product_Connection__c</li>

              <li>LLC_BI__Product_Funding_Method_Type__c</li>

              <li>LLC_BI__Scenario_Item__c</li>

              <li>LLC_BI__Scenario__c</li>

              <li>LLC_BI__EmailTemplate_Institution__c</li>

              <li>LLC_BI__Funding_Method_Type__c</li>

              <li>nForce__Brand__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Questionnaire</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">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.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>nFORCE__Group__c</li>

              <li>nFORCE__Question__c</li>

              <li>nFORCE__Option__c</li>

              <li>nFORCE__Option_Rule__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Risk Grade Templates</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">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.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>Account</li>

              <li>LLC_BI__Annual_Review__c</li>

              <li>LLC_BI__Risk_Grade_Template__c</li>

              <li>LLC_BI__Risk_Grade_Group__c</li>

              <li>LLC_BI__Risk_Grade_Factor__c</li>

              <li>LLC_BI__Risk_Grade_Criteria__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Rules Engine</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">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.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>nFORCE__Rule_Engine_Context__c</li>

              <li>nFORCE__Rule_Engine_Context_Rule__c</li>

              <li>nFORCE__Rule_Engine_Rule__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Screen</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">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.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>nFORCE__Screen__c</li>

              <li>nFORCE__Screen_Section__c</li>

              <li>nFORCE__Field_Configuration__c</li>

              <li>nFORCE__View__c</li>

              <li>nFORCE__Section_Configuration__c</li>

              <li>nFORCE__Widget__c</li>

              <li>nFORCE__Layout__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Smart Checklist</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">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.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>LLC_BI__Checklist__c</li>

              <li>LLC_BI__Requirement__c</li>

              <li>LLC_BI__Requirement_Dependency__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Spreads Underwriting Bundle</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">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.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>LLC_BI__Underwriting_Bundle__c</li>

              <li>LLC_BI__Spread_Statement_Type__c</li>

              <li>LLC_BI__Spread_Statement_Record_Total__c</li>

              <li>LLC_BI__Spread_Statement_Record__c</li>

              <li>LLC_BI__Spread_Statement_Period__c</li>

              <li>LLC_BI__Spread_Record_Classification__c</li>

              <li>LLC_BI__Spread_Record_Total_Classification__c</li>

              <li>LLC_BI__Spread_Projections_Template__c</li>

              <li>LLC_BI__Spread_Projections_Driver__c</li>

              <li>LLC_BI__Projection_Bundle_Junction__c</li>

              <li>LLC_BI__Classification__c</li>

              <li>LLC_BI__Tenant_Information__c</li>

              <li>LLC_BI__Loan_Assumptions__c</li>

              <li>LLC_BI__Sensitivity_Analysis__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Team Management</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">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.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>LLC_BI__Team__c</li>

              <li>LLC_BI__Team_Member__c</li>

              <li>LLC_BI__Role__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Team Management Role</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">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.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>LLC_BI__Role__c</li>

              <li>LLC_BI__Team_Key_Role__c</li>

              <li>LLC_BI__Team_Keys__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino Template Records (Fee)</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">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.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>nFORCE__Screen__c</li>

              <li>nFORCE__Screen_Section__c</li>

              <li>LLC_BI__Template_Records__c</li>

              <li>LLC_BI__Product_Template_Join__c</li>

              <li>LLC_BI__Product__c</li>

              <li>LLC_BI__Product_Type__c</li>

              <li>LLC_BI__Product_Line__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino UI</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">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.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>nFORCE__Option__c</li>

              <li>nFORCE__Option_Rule__c</li>

              <li>nFORCE__Question__c</li>

              <li>nFORCE__Answer__c</li>

              <li>nFORCE__Section_Configuration__c</li>

              <li>nFORCE__Layout__c</li>

              <li>nFORCE__Widget__c</li>

              <li>nFORCE__Screen_Section__c</li>

              <li>nFORCE__Group__c</li>

              <li>nFORCE__Session__c</li>

              <li>nFORCE__Route_Group__c</li>

              <li>nFORCE__Screen__c</li>

              <li>nFORCE__View__c</li>

              <li>nFORCE__Route__c</li>

              <li>nFORCE__Route_Terms__c</li>

              <li>nFORCE__Field_Configuration__c</li>

              <li>nFORCE__Route_Tile__c</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="nCino Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e38 ">nCino UI filtered by Group</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e41 ">Covers the nCino UI Framework and allows you to bring and filter the whole UI based on
            a specific Group. nCino’s User Interface (UI) provides an intuitive and powerful experience
            by simplifying access to workflow, validation, custom fields, and custom
            configuration.</td>

          <td data-label="Objects Provided" class="slds-cell-wrap" style="vertical-align:top;" headers="d34122e44 ">
            <ul>
              <li>Filter by nFORCE__Group__c</li>

              <li>nFORCE__Option_Rule__c</li>

              <li>nFORCE__Question__c</li>

              <li>nFORCE__Answer__c</li>

              <li>nFORCE__Section_Configuration__c</li>

              <li>nFORCE__Layout__c</li>

              <li>nFORCE__Widget__c</li>

              <li>nFORCE__Screen_Section__c</li>

              <li>nFORCE__Group__c</li>

              <li>nFORCE__Session__c</li>

              <li>nFORCE__Route_Group__c</li>

              <li>nFORCE__Screen__c</li>

              <li>nFORCE__View__c</li>

              <li>nFORCE__Route__c</li>

              <li>nFORCE__Route_Terms__c</li>

              <li>nFORCE__Field_Configuration__c</li>

              <li>nFORCE__Route_Tile__c</li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>