Which record determines the list of suggested entities when adding a new entity?

The list of suggested entities when adding a new entity is determined by the Relationship Name. This is because the Relationship Name serves as a key identifier within the nCino platform, linking various records and providing context for the types of entities that may be relevant. When creating a new entity, the system references the existing data and relationships that match the specified Relationship Name to generate tailored suggestions.

These suggestions are beneficial for users as they streamline the process of establishing connections with relevant entities, enhancing the efficiency of managing and navigating through relationships in commercial banking activities. The more precise the Relationship Name is, the more relevant the suggested entities will be, ensuring that users can quickly find and select the appropriate records associated with their current task.