In nCino, how is the term 'Relationship' defined?

The term "Relationship" in nCino is defined as a customer, client, or entity record. This definition is essential because it encapsulates how nCino organizes and manages interactions with customers or clients within the platform. The concept of a "Relationship" is fundamental to banking and financial services as it links all activities, transactions, and services provided to a particular customer or client to a singular identification point in the system.

By recognizing a "Relationship" as a comprehensive record, nCino enables users to efficiently track, manage, and analyze customer data. This includes access to customer information, service history, banking products, and other relevant details that facilitate effective communication and service delivery.

In contrast, the other options do not accurately represent the holistic view of a customer relationship. A financial transaction refers to the actions taken between entities, a user role is related to system permissions and functionality, and a service request pertains to specific inquiries or tasks rather than a broad overview of a customer or client entity. Therefore, defining a "Relationship" as a customer, client, or entity record aligns well with nCino's goals of enhancing customer engagement and operational efficiency in retail banking.