Question 1

What type of record access can an administrator grant (2 answers)

Options :

A : Read/Write only

B : Read only

C : Read/Write/Delete

D : Read/Write/Transfer

Answer: A,B

Question 2

Which dashboard component can display data from the summary rows of reports? (2 answers)

Options :

A : Chart

B : Metric

C : Table

D : Gauge

Answer: A,C

Question 3

A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?

Options :

A : Object: Financial Account Role; Field: Role

B : Object: Financial Account; Field: Primary Owner

C : Object: Financial Account; Field: Joint Owner

D : Object: Account-Account Relationship; Field: Related Role

Answer: A

Question 4

What 3 functionalities are supported by the Relationship Map and Group Builder?

The Relationship Map and Group Builder allows the user to:

Options :

A : define the Primary Group for a Member.

B : display Financial Holdings.

C : define what data is being rolled up to the Household.

D : enable or disable Enable Rollup Summary calculations.

E : define the Role of the Members of the Household

Answer: A,C

Question 5

Which dashboard component can display data from the summary rows of reports? (2 answers)

Options :

A : Chart

B : Metric

C : Table

D : Gauge

Answer: A,C

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