Is it best practice to launch the Review process from both the Product Package and Relationship records?

Launching the Review process only from one source, such as the Product Package or the Relationship records, streamlines the process and creates a more organized workflow within the nCino environment. When the Review process is conducted solely from the Relationship records, it ensures a consistent and centralized approach that aligns with best practices for managing relationships effectively.

This focus on a single entry point means that all relevant information and context associated with that relationship is accessible in one place, reducing confusion and potential duplication of effort. It also allows users to maintain a clear understanding of the customer's needs and streamline the approval or review processes associated with lending and banking activities.

By restricting the initiation of the Review process to only the Relationship records, it simplifies the user experience and aids in maintaining the integrity and consistency of data across the platform. Consequently, the alternative choices imply launching the Review process from multiple sources, which could lead to operational inefficiencies and complicated workflows. This is why the recommendation is to initiate the Review process primarily from Relationship records.