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Customer Portal V2.0 Test Report Requirements

This document outlines the structure and key areas for the test report on the Customer Portal V2.0 features of the UBU Finance Customer Platform (https://extend.ubu-economy.com). The report should focus on the following five categories:

1. System Errors

This section should identify which features are working correctly and which are not.

  • Working Features: List all features and components that are functioning as per the requirements (e.g., customer login, account viewing, joint account access, card management, profile management).
  • Non-Working/Partially-Working Features:
  • Detail any feature that is not working or is only partially working.
  • Provide steps to reproduce the issue.
  • Clearly state the expected behavior versus the actual result.

Specific Areas to Test:

  • Internet banking activation process
  • Customer login and authentication
  • Account overview and management
  • Joint account access and permissions
  • Card viewing and management
  • Transaction history and filtering
  • Profile management and password changes
  • Document access and verification status
  • Security features and session management

2. Flow Errors

This section should focus on how different features interact and the navigational flow between them.

  • Navigation and Interactivity:
  • Report any issues in navigating between customer portal sections (dashboard, accounts, profile, documents).
  • Describe errors in the sequence of operations. For example, does logging in correctly lead to the dashboard with account overview?
  • Test flow from account overview to detailed account information.
  • Verify joint account access flow and permission enforcement.
  • Test card management navigation and status updates.
  • Workflow Consistency:
  • Identify any inconsistencies in the workflow that could confuse the user or lead to errors, especially in processes involving multiple steps like account access and transaction viewing.
  • Test the complete flow from login to account management to profile updates.

3. Logical Errors

This section is for reporting features that may be technically functional but are not logically sound from a user experience or banking system perspective.

  • Business Logic:
  • Assess if the implemented logic for customer self-service aligns with banking industry standards.
  • Verify that joint account access permissions are logically implemented and enforced.
  • Check if transaction history display follows proper banking practices.
  • Validate profile management logic and security requirements.
  • Feature Logic:
  • Highlight any feature logic that seems irrelevant or counter-intuitive, such as illogical constraints on account access or transaction viewing.
  • Verify that internet banking activation requirements are properly enforced.
  • Check if joint account permissions are correctly applied during customer access.

4. Security Errors

This section is dedicated to identifying potential internal and external security vulnerabilities.

  • Internal Security:
  • Analyze customer access permissions. Can a customer access accounts they shouldn't have access to?
  • Identify potential security risks from customer actions regarding account information and transaction data.
  • Test permission enforcement in joint account access.
  • Verify that profile information is properly secured and accessible only to the account owner.
  • External Security:
  • Report any potential vulnerabilities that could be exploited by external attackers to gain unauthorized access to customer accounts or perform fraudulent activities.
  • Assess the security of customer data handling and transmission.
  • Test for vulnerabilities in authentication and session management.
  • Verify that sensitive information is properly masked and secured.

5. Design Errors

This section should cover any issues related to user interface (UI) and user experience (UX) design in the customer portal.

  • UI/UX Design:
  • Identify elements that are poorly designed, especially in data-heavy components like account overviews and transaction tables.
  • Report issues with layout, data visualization, and visual clarity in customer-facing interfaces.
  • Test the design of mobile-responsive features and touch interactions.
  • User Experience:
  • Point out any design choices that lead to a poor user experience, such as complex navigation or unclear presentation of account information.
  • Assess the usability of transaction filtering and search features.
  • Test the user experience of profile management and security settings.
  • Accessibility:
  • Note any violations of accessibility standards (WCAG), particularly in customer-facing forms and data displays.

Specific Test Scenarios

Internet Banking Activation

  1. Activation Process:

  2. Test internet banking activation from system platform

  3. Verify credential generation and email delivery
  4. Test activation status tracking

  5. Validate activation requirements and restrictions

  6. Customer Login:

  7. Test login with valid credentials
  8. Test login with invalid credentials
  9. Test OTP verification process
  10. Test first login password change requirement
  11. Test password reset functionality

Account Management

  1. Account Overview:

  2. View all customer accounts

  3. Display account balances and status
  4. Test account filtering and search

  5. Verify account type and segment display

  6. Account Details:

  7. View detailed account information

  8. Access currency account details
  9. View balance indexing account information

  10. Test transaction history display

  11. Joint Account Access:

  12. Access joint accounts with assigned permissions
  13. Verify permission enforcement for different actions
  14. Test joint account transaction viewing
  15. Validate joint ownership information display

Card Management

  1. Card Overview:

  2. View all customer cards

  3. Display card status and information
  4. Test card filtering and search

  5. Verify card association with balance indexing accounts

  6. Card Details:

  7. View detailed card information
  8. Display card limits and settings
  9. Test card status monitoring
  10. Verify card expiry information

Transaction Management

  1. Transaction History:

  2. View transaction history for accounts

  3. Test transaction filtering by date range
  4. Test transaction filtering by type
  5. Test transaction filtering by amount range

  6. Verify transaction details and status

  7. Transaction Search:

  8. Search transactions by description
  9. Search transactions by reference number
  10. Test advanced search filters
  11. Verify search result accuracy

Profile Management

  1. Personal Information:

  2. View personal information

  3. Verify information accuracy
  4. Test KYC verification status display

  5. Validate contact information display

  6. Security Settings:

  7. Change customer portal password

  8. Test password requirements validation
  9. Verify password change confirmation

  10. Test security preference settings

  11. Document Access:

  12. View uploaded documents
  13. Check document verification status
  14. Test document preview functionality
  15. Verify document access permissions

Security Features

  1. Authentication:

  2. Test two-factor authentication

  3. Verify OTP delivery and validation
  4. Test session timeout handling

  5. Validate secure logout functionality

  6. Session Management:

  7. Test automatic logout after inactivity

  8. Verify session security measures
  9. Test concurrent session prevention

  10. Validate session data protection

  11. Data Protection:

  12. Verify sensitive data masking
  13. Test data encryption in transmission
  14. Validate secure data storage
  15. Test access control enforcement

Performance Testing

  • Test customer portal performance with multiple accounts
  • Verify transaction history loading performance
  • Test account overview performance with large datasets

Integration Testing

  • Test integration between customer portal and system platform
  • Verify joint account integration with system permissions
  • Test transaction data integration and accuracy
  • Validate profile data synchronization

Mobile Testing

  • Test mobile functionality across different devices
  • Verify touch interaction functionality
  • Test mobile-specific features and optimizations
  • Assess mobile security features

Accessibility Testing

  • Test screen reader compatibility
  • Verify keyboard navigation support
  • Test color contrast and visibility
  • Validate accessibility standards compliance

Usability Testing

  • Test customer journey from login to account management
  • Verify intuitive navigation and user flow
  • Test error handling and user feedback
  • Assess overall user experience quality

Security Testing

  • Test authentication bypass attempts
  • Verify session hijacking prevention
  • Test cross-site scripting (XSS) vulnerabilities
  • Validate SQL injection prevention
  • Test data exposure vulnerabilities

Compliance Testing

  • Verify regulatory compliance requirements
  • Test data privacy and protection measures
  • Validate audit trail and logging
  • Assess compliance with banking standards