ID & Reference Format Settings Test Cases- ONB02US07

Test Case 1: Basic Login and Navigation Access

Test Case Metadata

Test Case ID: ONB02US07_TC_001
Title: Verify successful login and navigation to ID & Reference Format Settings module
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: ID & Reference Format Settings
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Onboarding, CxServices, API, Database, MOD-ONB, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Module-Coverage, Customer-All, Risk-Low, Business-Critical, Revenue-Impact-High, Integration-Point, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Onboarding
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Low
Complexity_Level: Low
Expected_Execution_Time: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: CxServices, API, Platform Authentication
Code_Module_Mapped: CX-Web-Onboarding
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Smoke-Test-Results, Engineering
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: ONB02US07-AC01, ONB02US07-AC26, General Rules 1-8
Related_Bugs: N/A
Related_Test_Cases: ONB02US07_TC_002, ONB02US07_TC_003

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Platform staging environment, SMART360 authentication service, utility configuration database
Performance_Baseline: Page load < 3 seconds
Data_Requirements: Valid utility administrator credentials, Roshan Energies utility setup

Prerequisites

Setup_Requirements: SMART360 platform accessible, utility administrator account configured
User_Roles_Permissions: Utility Administrator access level
Test_Data: platform-staging.bynry.com, admin@utility.com, Test@123, Roshan Energies utility
Prior_Test_Cases: None

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to https://platform-staging.bynry.com/	SMART360 platform login page loads successfully with login form visible	URL: https://platform-staging.bynry.com/	Verify page loads within 3 seconds, AC-26
2	Enter username in email field	Username field accepts input and displays entered value	Username: admin@utility.com	Field should show typed characters
3	Enter password in password field	Password field accepts input and masks characters with dots	Password: Test@123	Password masking for security
4	Click "Login" button	User successfully authenticated and redirected to platform dashboard showing utilities	N/A	Dashboard should load within 5 seconds
5	Click side menu hamburger icon → Select "Utility Setup"	Utility Setup page opens showing available utilities for configuration	N/A	Menu should expand smoothly, AC-26
6	Locate "Roshan Energies" utility card → Click "Continue Setup" button	Utility selection confirmed, onboarding wizard opens showing 6 configuration steps	Utility: Roshan Energies	6-step wizard should be visible
7	Navigate through configuration steps to locate "ID & Reference Numbers" section	ID & Reference Numbers section visible as step 4 of 6 in configuration wizard	N/A	Section clearly labeled with configure option
8	Click "Configure" button for ID & Reference Numbers section	ID & Reference Format Settings page opens showing Master ID and Transaction ID sections with existing configurations	N/A	Page should display format configuration interface, AC-01
9	Verify page shows "Select ID Configuration Type" header	Header "Select ID Configuration Type" visible with Master ID and Transaction ID options	N/A	Main interface elements visible
10	Verify Master ID section shows description "For core utility entities that remain relatively stable like customers, meters, and locations"	Master ID description matches exactly with specified text	Expected text: "For core utility entities that remain relatively stable like customers, meters, and locations"	UI text validation from images
11	Verify Transaction ID section shows description "For recurring operational records like bills, payments, and service requests that are created frequently"	Transaction ID description matches exactly with specified text	Expected text: "For recurring operational records like bills, payments, and service requests that are created frequently"	UI text validation from images
12	Verify "Format Configuration" and "Audit Logs" tabs are visible	Both tabs visible and clickable at top of interface	N/A	Navigation tabs present

Verification Points

Primary_Verification: ID & Reference Format Settings page loads completely with both Master ID and Transaction ID sections visible and accessible
Secondary_Verifications: Correct page title displayed, navigation breadcrumb shows "Home > Onboarding > Utility Setup > Id Config", both configuration sections show proper descriptions
Negative_Verification: No error messages displayed, no broken UI elements, no authentication failures

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: None
Blocked_Tests: All subsequent ONB02US07 test cases
Parallel_Tests: None
Sequential_Tests: ONB02US07_TC_002, ONB02US07_TC_003

Additional Information

Notes: This test establishes foundation for all ID format configuration testing. Critical for smoke test suite.
Edge_Cases: Network connectivity issues, session timeout during navigation
Risk_Areas: Authentication service availability, utility setup wizard functionality
Security_Considerations: Credential handling, session management, role-based access validation

Missing Scenarios Identified

Scenario_1: Session timeout during navigation to ID format settings
Type: Edge Case
Rationale: Users may experience session timeout during long configuration sessions based on user story pain points
Priority: P3

Scenario_2: Direct URL access to ID format settings without proper onboarding flow
Type: Error
Rationale: Security validation needed for direct access attempts
Priority: P2

Test Case 2: Master ID Format Creation - Consumer Entity with Prefilled Format

Test Case Metadata

Test Case ID: ONB02US07_TC_002
Title: Create new Master ID format for Consumer entity using prefilled format Con-0001
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: ID & Reference Format Settings
Test Type: Functional
Test Level: Integration
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer, Master-ID, CIS, CxServices, API, Database, MOD-ONB, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-CIS, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Onboarding
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 25%
Integration_Points: CIS Consumer Management, Database ID Generation, API Format Configuration
Code_Module_Mapped: CX-Web-Consumer
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance, Product
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: ONB02US07-AC09, ONB02US07-AC16, ONB02US07-AC31, Prefilled Formats-AC01
Related_Bugs: N/A
Related_Test_Cases: ONB02US07_TC_001, ONB02US07_TC_015

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: CIS module, consumer database, ID generation service, audit logging service
Performance_Baseline: Format creation < 3 seconds, preview generation < 1 second
Data_Requirements: Consumer entity prefilled format "Con-0001", utility service options

Prerequisites

Setup_Requirements: Completed ONB02US07_TC_001, Master ID configuration accessible
User_Roles_Permissions: Utility Administrator access with format creation permissions
Test_Data: Consumer entity, Con-0001 prefilled format, utility service list
Prior_Test_Cases: ONB02US07_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to https://platform-staging.bynry.com/	SMART360 platform login page loads	URL: https://platform-staging.bynry.com/	Standard navigation start
2	Enter credentials: admin@utility.com / Test@123 and click Login	User successfully logged into platform dashboard	Username: admin@utility.com, Password: Test@123	Authentication step
3	Click side menu → Utility Setup	Utility Setup page opens with available utilities	N/A	Navigation to setup
4	Select "Roshan Energies" utility → Click "Continue Setup"	Utility selection confirmed, 6-step onboarding wizard opens	Utility: Roshan Energies	Utility context established
5	Navigate to step 4 "ID & Reference Numbers" → Click "Configure" button	ID & Reference Format Settings page opens with Master/Transaction sections	N/A	Access format configuration, AC-01
6	Click on "Master ID" section card	Master ID section becomes highlighted/selected with blue border	N/A	Visual selection indicator, matches image
7	Verify existing configurations table shows count "Master (8)" in tab	Master ID tab displays count of 8 existing configurations	Expected: Master (8) tab count	Verify existing data from images
8	Click "+" or "Add New" button for Master ID (if visible) or similar action	"New Master ID Configuration" modal/form opens	N/A	Form should open for creation
9	Click "Entity" dropdown field	Dropdown opens showing available Master ID entity options	N/A	Entity selection dropdown expansion
10	Select "Account/Consumer Number" from Entity dropdown	Entity field populated with "Account/Consumer Number" selection	Entity: Account/Consumer Number	Master ID entity as per AC-16
11	Verify "Live Preview" section shows initial format	Live Preview displays initial format pattern	Expected: Initial preview pattern	Real-time preview functionality
12	Verify "Sequence Length" field defaults to 4	Sequence Length field shows default value of 4 digits	Default: 4	Default sequence length per images
13	Enter "Con" in Prefix field	Prefix field accepts "Con" input and Live Preview updates	Prefix: Con	Prefilled format as per AC-31
14	Verify Live Preview updates to show "Con-XXXX" pattern	Preview dynamically updates to display Con-0001 format	Expected: Con-XXXX pattern	Real-time preview update
15	Verify "Starting Number" field defaults to 1	Starting Number field shows default value 1	Default: 1	Default starting number per AC-08
16	Verify "Current Number" field shows 1	Current Number field displays 1 (next available)	Default: 1	Current sequence tracking
17	Leave "Utility Service" as optional/empty	Utility Service field remains unselected for Master ID	N/A	Optional field for Master IDs
18	Leave "Date Element" as None/optional	Date Element field set to None or unselected	Date Element: None	Simplified Master ID format
19	Select "Hyphen (-)" from Separator dropdown	Separator field set to Hyphen (-)	Separator: Hyphen (-)	Standard separator choice
20	Verify Final Live Preview shows "Con-0001"	Live Preview displays exact format "Con-0001"	Expected: Con-0001	Matches prefilled format requirement
21	Click "Create ID" or "Save" button	Format successfully created with success message displayed	N/A	Successful creation confirmation
22	Verify success message appears	Success notification shows "ID format created successfully" or similar	Expected: Success message	User feedback confirmation
23	Verify new Consumer format appears in Master ID configurations table	Table refreshes and shows new "Account/Consumer Number ID" entry	N/A	Data persistence verification
24	Verify table shows: ID Name="Account/Consumer Number ID", ID Type="Master", Entity="Account/Consumer Number", Format Preview="Con-0001"	All table columns populated correctly with created format data	Expected format data in table	Complete data display verification
25	Verify "Master (9)" tab count incremented	Master tab count increases from 8 to 9	Expected: Master (9)	Count update after creation

Verification Points

Primary_Verification: New Consumer Master ID format created successfully with exact pattern "Con-0001" matching prefilled format requirement
Secondary_Verifications: Format appears in Master ID configurations table with correct entity type, tab count increments, live preview functions correctly throughout process
Negative_Verification: No duplicate format errors, no validation warnings, no UI glitches during creation process

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: ONB02US07_TC_001
Blocked_Tests: ONB02US07_TC_004, ONB02US07_TC_015
Parallel_Tests: ONB02US07_TC_003
Sequential_Tests: ONB02US07_TC_004, ONB02US07_TC_010

Additional Information

Notes: Tests core Master ID creation functionality with prefilled Consumer format. Critical for CIS integration.
Edge_Cases: Network interruption during creation, concurrent format creation by multiple users
Risk_Areas: Database ID generation uniqueness, CIS integration impact, audit trail creation
Security_Considerations: Format creation permissions, data validation, SQL injection prevention

Missing Scenarios Identified

Scenario_1: Consumer format creation with utility service specified (WA-Con-0001 pattern)
Type: Edge Case
Rationale: User story shows utility service integration in some format examples
Priority: P2

Scenario_2: Consumer format creation with date element included
Type: Integration
Rationale: Enhanced format options mentioned in user story solution section
Priority: P3

Test Case 3: Transaction ID Format Creation - Payment Entity with mmyy Format

Test Case Metadata

Test Case ID: ONB02US07_TC_003
Title: Create new Transaction ID format for Payment entity using prefilled format mmyy-0001
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Payment, Transaction-ID, Billing, CIS, CxServices, API, Database, MOD-ONB, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Revenue-Impact-Tracking, Report-Integration-Testing, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Billing, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 25%
Integration_Points: CIS Payments, Billing System, Database Transaction Processing, API Payment Services
Code_Module_Mapped: CX-Web-Billing
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Revenue-Impact-Tracking, Integration-Testing, Product
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: ONB02US07-AC17, ONB02US07-AC32, Transaction ID Business Rules, Payment Integration Requirements
Related_Bugs: N/A
Related_Test_Cases: ONB02US07_TC_001, ONB02US07_TC_015

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: CIS Payments module, billing database, payment processing service, date formatting service
Performance_Baseline: Format creation < 3 seconds, date element processing < 1 second
Data_Requirements: Payment entity prefilled format "mmyy-0001", current date for preview

Prerequisites

Setup_Requirements: Completed ONB02US07_TC_001, Transaction ID configuration accessible
User_Roles_Permissions: Utility Administrator access with Transaction ID creation permissions
Test_Data: Payment entity, mmyy-0001 prefilled format, current date for mmyy calculation
Prior_Test_Cases: ONB02US07_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to https://platform-staging.bynry.com/	SMART360 platform login page loads	URL: https://platform-staging.bynry.com/	Standard navigation start
2	Enter credentials: admin@utility.com / Test@123 and click Login	User successfully logged into platform dashboard	Username: admin@utility.com, Password: Test@123	Authentication step
3	Click side menu → Utility Setup	Utility Setup page opens with available utilities	N/A	Navigation to setup
4	Select "Roshan Energies" utility → Click "Continue Setup"	Utility selection confirmed, 6-step onboarding wizard opens	Utility: Roshan Energies	Utility context established
5	Navigate to step 4 "ID & Reference Numbers" → Click "Configure" button	ID & Reference Format Settings page opens with Master/Transaction sections	N/A	Access format configuration
6	Click on "Transaction ID" section card	Transaction ID section becomes highlighted/selected with blue border	N/A	Visual selection indicator
7	Verify existing configurations table shows count "Transaction (2)" in tab	Transaction ID tab displays count of 2 existing configurations	Expected: Transaction (2) tab count	Verify existing data from images
8	Click "+" or "Add New" button for Transaction ID	"New Transaction ID Configuration" modal/form opens	N/A	Form should open for creation
9	Click "Entity" dropdown field	Dropdown opens showing available Transaction ID entity options	N/A	Entity selection dropdown
10	Verify dropdown includes Payment, Bill, Service Request, Service Order options	Dropdown shows Transaction ID entities as per AC-17	Expected entities: Payment, Bill, Service Request, Service Order	Transaction entity validation
11	Select "Payment" from Entity dropdown	Entity field populated with "Payment" selection	Entity: Payment	Transaction ID entity selection
12	Verify "Live Preview" section appears	Live Preview displays initial transaction format pattern	Expected: Initial preview	Real-time preview for transactions
13	Verify "Sequence Length" field defaults to 4	Sequence Length field shows default value of 4 digits	Default: 4	Standard sequence length
14	Leave Prefix field empty initially	Prefix field remains empty for mmyy format	Prefix: [empty]	mmyy format doesn't use prefix
15	Click "Date Element" dropdown	Date Element dropdown opens showing format options	N/A	Date format selection
16	Verify date element options include YYMM, YYYYMM, etc.	Dropdown shows: None, YY, YYYY, YYMM, YYYYMM options	Expected date formats	Date element choices
17	Select "YYMM (Year Month - 4 digits)" for mmyy format	Date Element field set to YYMM format	Date Element: YYMM	Month-year format for payments
18	Verify Live Preview updates to show "2508-XXXX" pattern (current month/year)	Preview shows current YYMM format with sequence placeholder	Expected: 2508-XXXX (Aug 2025)	Current date integration
19	Verify "Starting Number" field defaults to 1	Starting Number field shows default value 1	Default: 1	Standard starting number
20	Verify "Current Number" field shows 1	Current Number field displays 1 (next available)	Default: 1	Sequence tracking
21	Select "Hyphen (-)" from Separator dropdown	Separator field set to Hyphen (-)	Separator: Hyphen (-)	Standard separator
22	Verify Final Live Preview shows "2508-0001" (current mmyy)	Live Preview displays exact current mmyy-0001 format	Expected: 2508-0001	Matches prefilled format pattern
23	Click "Create ID" or "Save" button	Format successfully created with success message	N/A	Transaction format creation
24	Verify success message "Transaction ID format created successfully"	Success notification appears with appropriate message	Expected: Success message	Creation confirmation
25	Verify new Payment format appears in Transaction ID table	Table refreshes showing new "Payment ID" entry	N/A	Data persistence
26	Verify table shows: ID Name="Payment ID", ID Type="Transaction", Entity="Payment", Format Preview="2508-0001"	All table columns show correct Transaction format data	Expected: Payment format data	Complete data verification
27	Verify "Transaction (3)" tab count incremented	Transaction tab count increases from 2 to 3	Expected: Transaction (3)	Count update verification
28	Verify Format Preview automatically updates with current month/year	Preview always shows current MMYY format for new payments	Expected: Current month/year	Dynamic date integration

Verification Points

Primary_Verification: New Payment Transaction ID format created successfully with exact pattern "mmyy-0001" matching prefilled format requirement and current date integration
Secondary_Verifications: Format appears in Transaction ID configurations table, tab count increments correctly, date element dynamically reflects current month/year
Negative_Verification: No duplicate Payment format errors, no date calculation errors, no validation warnings during creation

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: ONB02US07_TC_001
Blocked_Tests: ONB02US07_TC_015, Payment Integration Tests
Parallel_Tests: ONB02US07_TC_002
Sequential_Tests: ONB02US07_TC_015, Payment Processing Tests

Additional Information

Notes: Tests Transaction ID creation with dynamic date integration. Critical for payment processing and billing integration.
Edge_Cases: Month/year rollover during creation, timezone considerations for date calculation
Risk_Areas: Date calculation accuracy, payment system integration, sequence number management
Security_Considerations: Payment data sensitivity, transaction ID uniqueness, audit trail integrity

Missing Scenarios Identified

Scenario_1: Payment format creation with different date elements (YYYY, YYYYMM)
Type: Edge Case
Rationale: User story mentions multiple date format options for Transaction IDs
Priority: P2

Scenario_2: Payment format with utility service prefix integration
Type: Integration
Rationale: Enhanced format options mentioned in user story
Priority: P3

Test Case 4: Master ID Format Creation - Meter Entity with Prefilled Format

Test Case Metadata

Test Case ID: ONB02US07_TC_004
Title: Create new Master ID format for Meter entity using prefilled format Mtr-0001
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: ID & Reference Format Settings
Test Type: Functional
Test Level: Integration
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Meter, Master-ID, Meter-Data, CxServices, API, Database, MOD-ONB, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Integration-Testing, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Meter-Data, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Onboarding
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 20%
Integration_Points: Meter Data Management, Asset Management, Database ID Generation, API Meter Services
Code_Module_Mapped: CX-Web-Meter
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Integration-Testing, Engineering
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: ONB02US07-AC16, ONB02US07-AC32, Master ID Business Rules, Meter Data Integration
Related_Bugs: N/A
Related_Test_Cases: ONB02US07_TC_001, ONB02US07_TC_002, ONB02US07_TC_015

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Meter Data module, asset management database, meter ID generation service
Performance_Baseline: Format creation < 3 seconds, meter ID generation < 2 seconds
Data_Requirements: Meter entity prefilled format "Mtr-0001", meter type classifications

Prerequisites

Setup_Requirements: Completed ONB02US07_TC_001, Master ID section accessible
User_Roles_Permissions: Utility Administrator access with Master ID creation permissions
Test_Data: Meter No entity, Mtr-0001 prefilled format
Prior_Test_Cases: ONB02US07_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to https://platform-staging.bynry.com/	SMART360 platform login page loads	URL: https://platform-staging.bynry.com/	Standard navigation start
2	Enter credentials: admin@utility.com / Test@123 and click Login	User successfully logged into platform dashboard	Username: admin@utility.com, Password: Test@123	Authentication step
3	Click side menu → Utility Setup	Utility Setup page opens with available utilities	N/A	Navigation to setup
4	Select "Roshan Energies" utility → Click "Continue Setup"	Utility selection confirmed, 6-step onboarding wizard opens	Utility: Roshan Energies	Utility context established
5	Navigate to step 4 "ID & Reference Numbers" → Click "Configure" button	ID & Reference Format Settings page opens with Master/Transaction sections	N/A	Access format configuration
6	Click on "Master ID" section card	Master ID section becomes highlighted/selected with blue border	N/A	Visual selection indicator
7	Verify current Master ID count in tab (should show existing formats)	Master ID tab displays current count of existing configurations	Expected: Master (X) count	Check existing configurations
8	Click "+" or "Add New" button for Master ID	"New Master ID Configuration" modal/form opens	N/A	Master ID creation form
9	Click "Entity" dropdown field	Dropdown opens showing available Master ID entity options	N/A	Entity selection dropdown
10	Verify dropdown shows Master ID entities: Account/Consumer Number, Meter No, Assets, Units, Plants	Dropdown displays Master ID entities as per AC-16	Expected: Consumer, Meter, Assets, Units, Plants	Master entity validation
11	Select "Meter No" from Entity dropdown	Entity field populated with "Meter No" selection	Entity: Meter No	Meter entity selection
12	Verify "Live Preview" section shows initial meter format	Live Preview displays initial format pattern for meter	Expected: Initial meter preview	Real-time preview functionality
13	Verify "Sequence Length" field defaults to 4	Sequence Length field shows default value of 4 digits	Default: 4	Standard sequence length
14	Enter "Mtr" in Prefix field	Prefix field accepts "Mtr" input and Live Preview updates	Prefix: Mtr	Prefilled meter format as per AC-32
15	Verify Live Preview updates to show "Mtr-XXXX" pattern	Preview dynamically updates to display Mtr-0001 format	Expected: Mtr-XXXX pattern	Real-time preview update
16	Verify "Starting Number" field defaults to 1	Starting Number field shows default value 1	Default: 1	Default starting number per AC-08
17	Verify "Current Number" field shows 1	Current Number field displays 1 (next available meter ID)	Default: 1	Meter sequence tracking
18	Leave "Utility Service" as optional/empty	Utility Service field remains unselected for Master ID	N/A	Optional for Master IDs
19	Leave "Date Element" as None/optional	Date Element field set to None or unselected	Date Element: None	Simplified Master ID format
20	Select "Hyphen (-)" from Separator dropdown	Separator field set to Hyphen (-)	Separator: Hyphen (-)	Standard separator choice
21	Verify Final Live Preview shows "Mtr-0001"	Live Preview displays exact format "Mtr-0001"	Expected: Mtr-0001	Matches prefilled format requirement
22	Click "Create ID" or "Save" button	Format successfully created with success message displayed	N/A	Successful meter format creation
23	Verify success message appears	Success notification shows "ID format created successfully"	Expected: Success message	User feedback confirmation
24	Verify new Meter format appears in Master ID configurations table	Table refreshes and shows new "Meter No ID" entry	N/A	Data persistence verification
25	Verify table shows: ID Name="Meter No ID", ID Type="Master", Entity="Meter No", Format Preview="Mtr-0001"	All table columns populated correctly with meter format data	Expected: Meter format data	Complete data display verification
26	Verify Master tab count incremented by 1	Master tab count increases by 1 from previous count	Expected: Previous count + 1	Count update after creation

Verification Points

Primary_Verification: New Meter Master ID format created successfully with exact pattern "Mtr-0001" matching prefilled format requirement
Secondary_Verifications: Format appears in Master ID configurations table with correct entity type, tab count increments, live preview functions correctly for meter entity
Negative_Verification: No duplicate meter format errors, no validation warnings, no conflicts with existing meter formats

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: ONB02US07_TC_001
Blocked_Tests: Meter Data Integration Tests, Asset Management Tests
Parallel_Tests: ONB02US07_TC_002, ONB02US07_TC_003
Sequential_Tests: ONB02US07_TC_015

Additional Information

Notes: Tests Master ID creation for meter entities. Critical for meter data management and asset tracking.
Edge_Cases: Meter type variations, bulk meter creation scenarios
Risk_Areas: Meter data integration, asset management linkage, sequence uniqueness
Security_Considerations: Meter data sensitivity, asset tracking security, ID generation integrity

Missing Scenarios Identified

Scenario_1: Meter format creation with utility service integration (WA-Mtr-0001)
Type: Integration
Rationale: User story mentions utility service options for enhanced formats
Priority: P2

Scenario_2: Meter format with meter size/type specific attributes
Type: Edge Case
Rationale: Enhanced format capabilities mentioned in user story solution
Priority: P3

Test Case 5: Transaction ID Format Creation - Service Order Entity with Prefilled Format

Test Case Metadata

Test Case ID: ONB02US07_TC_005
Title: Create new Transaction ID format for Service Order entity using prefilled format So-0001
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Service-Order, Transaction-ID, Service-Management, CxServices, API, Database, MOD-ONB, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Integration-Testing, Report-Customer-Segment-Analysis, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Service-Order, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 20%
Integration_Points: Service Order Dispatcher, Field Force Management, Work Order System, Database Transaction Processing
Code_Module_Mapped: CX-Web-Service-Order
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Integration-Testing, Customer-Segment-Analysis, Product
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: ONB02US07-AC17, ONB02US07-AC33, Service Order Integration Requirements, Transaction ID Business Rules
Related_Bugs: N/A
Related_Test_Cases: ONB02US07_TC_001, ONB02US07_TC_003, ONB02US07_TC_015

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Service Order module, dispatcher system, field force database, work order management
Performance_Baseline: Format creation < 3 seconds, service order ID generation < 2 seconds
Data_Requirements: Service Order entity, So-0001 prefilled format, service order classifications

Prerequisites

Setup_Requirements: Completed ONB02US07_TC_001, Transaction ID section accessible
User_Roles_Permissions: Utility Administrator access with Transaction ID creation permissions
Test_Data: Service Order entity, So-0001 prefilled format
Prior_Test_Cases: ONB02US07_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to https://platform-staging.bynry.com/	SMART360 platform login page loads	URL: https://platform-staging.bynry.com/	Standard navigation start
2	Enter credentials: admin@utility.com / Test@123 and click Login	User successfully logged into platform dashboard	Username: admin@utility.com, Password: Test@123	Authentication step
3	Click side menu → Utility Setup	Utility Setup page opens with available utilities	N/A	Navigation to setup
4	Select "Roshan Energies" utility → Click "Continue Setup"	Utility selection confirmed, 6-step onboarding wizard opens	Utility: Roshan Energies	Utility context established
5	Navigate to step 4 "ID & Reference Numbers" → Click "Configure" button	ID & Reference Format Settings page opens with Master/Transaction sections	N/A	Access format configuration
6	Click on "Transaction ID" section card	Transaction ID section becomes highlighted/selected with blue border	N/A	Visual selection indicator
7	Verify current Transaction ID count in tab	Transaction ID tab displays current count of existing configurations	Expected: Transaction (X) count	Check existing configurations
8	Click "+" or "Add New" button for Transaction ID	"New Transaction ID Configuration" modal/form opens	N/A	Transaction ID creation form
9	Click "Entity" dropdown field	Dropdown opens showing available Transaction ID entity options	N/A	Entity selection dropdown
10	Verify dropdown shows Transaction entities: Payment, Service Request, Service Order, Billing, etc.	Dropdown displays Transaction ID entities as per AC-17	Expected: Payment, Requests, Service Orders, Billing	Transaction entity validation
11	Select "Service Order" from Entity dropdown	Entity field populated with "Service Order" selection	Entity: Service Order	Service Order entity selection
12	Verify "Live Preview" section shows initial service order format	Live Preview displays initial format pattern for service orders	Expected: Initial service order preview	Real-time preview functionality
13	Verify "Sequence Length" field defaults to 4	Sequence Length field shows default value of 4 digits	Default: 4	Standard sequence length
14	Enter "So" in Prefix field	Prefix field accepts "So" input and Live Preview updates	Prefix: So	Prefilled service order format as per AC-33
15	Verify Live Preview updates to show "So-XXXX" pattern	Preview dynamically updates to display So-0001 format	Expected: So-XXXX pattern	Real-time preview update
16	Verify "Starting Number" field defaults to 1	Starting Number field shows default value 1	Default: 1	Default starting number
17	Verify "Current Number" field shows 1	Current Number field displays 1 (next available service order ID)	Default: 1	Service order sequence tracking
18	Leave "Utility Service" as optional	Utility Service field remains unselected for basic format	N/A	Optional for Transaction IDs
19	Leave "Date Element" as None/optional	Date Element field set to None for simplified format	Date Element: None	Basic Transaction ID format
20	Select "Hyphen (-)" from Separator dropdown	Separator field set to Hyphen (-)	Separator: Hyphen (-)	Standard separator choice
21	Verify Final Live Preview shows "So-0001"	Live Preview displays exact format "So-0001"	Expected: So-0001	Matches prefilled format requirement
22	Click "Create ID" or "Save" button	Format successfully created with success message displayed	N/A	Successful service order format creation
23	Verify success message appears	Success notification shows "Transaction ID format created successfully"	Expected: Success message	User feedback confirmation
24	Verify new Service Order format appears in Transaction ID table	Table refreshes and shows new "Service Order ID" entry	N/A	Data persistence verification
25	Verify table shows: ID Name="Service Order ID", ID Type="Transaction", Entity="Service Order", Format Preview="So-0001"	All table columns populated correctly with service order format data	Expected: Service Order format data	Complete data display verification
26	Verify Transaction tab count incremented by 1	Transaction tab count increases by 1 from previous count	Expected: Previous count + 1	Count update after creation

Verification Points

Primary_Verification: New Service Order Transaction ID format created successfully with exact pattern "So-0001" matching prefilled format requirement
Secondary_Verifications: Format appears in Transaction ID configurations table with correct classification, tab count increments, integration with service order system
Negative_Verification: No duplicate service order format errors, no validation warnings, no conflicts with existing service order formats

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: ONB02US07_TC_001
Blocked_Tests: Service Order Integration Tests, Field Force Management Tests
Parallel_Tests: ONB02US07_TC_003, ONB02US07_TC_006
Sequential_Tests: ONB02US07_TC_015

Additional Information

Notes: Tests Transaction ID creation for service order management. Critical for field operations and work order processing.
Edge_Cases: Service order type variations, emergency service orders, scheduled vs immediate orders
Risk_Areas: Service order dispatcher integration, field force coordination, work order tracking
Security_Considerations: Service order data access, field technician permissions, work order confidentiality

Missing Scenarios Identified

Scenario_1: Service Order format with priority or type prefixes (EMG-So-0001, REG-So-0001)
Type: Edge Case
Rationale: Service orders may require priority or type identification in enhanced formats
Priority: P2

Scenario_2: Service Order format with date elements for scheduling
Type: Integration
Rationale: Enhanced format capabilities for service order scheduling mentioned in user story
Priority: P3

Test Case 6: Transaction ID Format Creation - Billing Entity with Prefilled Format

Test Case Metadata

Test Case ID: ONB02US07_TC_006
Title: Create new Transaction ID format for Billing entity using prefilled format Inv-0001
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Billing, Transaction-ID, Invoice, CIS, CxServices, API, Database, MOD-ONB, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Revenue-Impact-Tracking, Report-Integration-Testing, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Billing, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Billing
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 20%
Integration_Points: Billing Generation System, Invoice Processing, Revenue Management, Database Transaction Processing
Code_Module_Mapped: CX-Web-Billing
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Requirements Traceability

Related_Requirements: ONB02US07-AC17, ONB02US07-AC34, Billing Integration Requirements, Revenue Impact Analysis
Related_Bugs: N/A
Related_Test_Cases: ONB02US07_TC_001, ONB02US07_TC_003, ONB02US07_TC_015

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Billing module, invoice generation system, revenue database, accounting integration
Performance_Baseline: Format creation < 3 seconds, invoice ID generation < 2 seconds
Data_Requirements: Billing entity, Inv-0001 prefilled format, invoice type classifications

Prerequisites

Setup_Requirements: Completed ONB02US07_TC_001, Transaction ID section accessible
User_Roles_Permissions: Utility Administrator access with Transaction ID creation permissions
Test_Data: Billing/Invoice entity, Inv-0001 prefilled format
Prior_Test_Cases: ONB02US07_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to https://platform-staging.bynry.com/	SMART360 platform login page loads	URL: https://platform-staging.bynry.com/	Standard navigation start
2	Enter credentials: admin@utility.com / Test@123 and click Login	User successfully logged into platform dashboard	Username: admin@utility.com, Password: Test@123	Authentication step
3	Click side menu → Utility Setup	Utility Setup page opens with available utilities	N/A	Navigation to setup
4	Select "Roshan Energies" utility → Click "Continue Setup"	Utility selection confirmed, 6-step onboarding wizard opens	Utility: Roshan Energies	Utility context established
5	Navigate to step 4 "ID & Reference Numbers" → Click "Configure" button	ID & Reference Format Settings page opens with Master/Transaction sections	N/A	Access format configuration
6	Click on "Transaction ID" section card	Transaction ID section becomes highlighted/selected with blue border	N/A	Visual selection indicator
7	Verify current Transaction ID count in tab	Transaction ID tab displays current count of existing configurations	Expected: Transaction (X) count	Check existing configurations
8	Click "+" or "Add New" button for Transaction ID	"New Transaction ID Configuration" modal/form opens	N/A	Transaction ID creation form
9	Click "Entity" dropdown field	Dropdown opens showing available Transaction ID entity options	N/A	Entity selection dropdown
10	Verify dropdown includes Billing/Invoice option	Dropdown displays Transaction entities including Billing/Invoice	Expected: Billing/Invoice in options	Transaction entity validation
11	Select "Billing" or "Invoice" from Entity dropdown	Entity field populated with Billing selection	Entity: Billing/Invoice	Billing entity selection
12	Verify "Live Preview" section shows initial billing format	Live Preview displays initial format pattern for billing	Expected: Initial billing preview	Real-time preview functionality
13	Verify "Sequence Length" field defaults to 4	Sequence Length field shows default value of 4 digits	Default: 4	Standard sequence length
14	Enter "Inv" in Prefix field	Prefix field accepts "Inv" input and Live Preview updates	Prefix: Inv	Prefilled billing format as per AC-34
15	Verify Live Preview updates to show "Inv-XXXX" pattern	Preview dynamically updates to display Inv-0001 format	Expected: Inv-XXXX pattern	Real-time preview update
16	Verify "Starting Number" field defaults to 1	Starting Number field shows default value 1	Default: 1	Default starting number
17	Verify "Current Number" field shows 1	Current Number field displays 1 (next available invoice ID)	Default: 1	Invoice sequence tracking
18	Leave "Utility Service" as optional	Utility Service field remains unselected for basic format	N/A	Optional for Transaction IDs
19	Leave "Date Element" as None/optional	Date Element field set to None for simplified format	Date Element: None	Basic Transaction ID format
20	Select "Hyphen (-)" from Separator dropdown	Separator field set to Hyphen (-)	Separator: Hyphen (-)	Standard separator choice
21	Verify Final Live Preview shows "Inv-0001"	Live Preview displays exact format "Inv-0001"	Expected: Inv-0001	Matches prefilled format requirement
22	Click "Create ID" or "Save" button	Format successfully created with success message displayed	N/A	Successful billing format creation
23	Verify success message appears	Success notification shows "Transaction ID format created successfully"	Expected: Success message	User feedback confirmation
24	Verify new Billing format appears in Transaction ID table	Table refreshes and shows new "Billing ID" or "Invoice ID" entry	N/A	Data persistence verification
25	Verify table shows: ID Name="Invoice Number" or "Bill Number", ID Type="Transaction", Entity="Billing", Format Preview="Inv-0001"	All table columns populated correctly with billing format data	Expected: Billing format data	Complete data display verification
26	Verify Transaction tab count incremented by 1	Transaction tab count increases by 1 from previous count	Expected: Previous count + 1	Count update after creation

Verification Points

Primary_Verification: New Billing Transaction ID format created successfully with exact pattern "Inv-0001" matching prefilled format requirement
Secondary_Verifications: Format appears in Transaction ID configurations table with correct classification, integration with billing system verified, revenue impact considerations addressed
Negative_Verification: No duplicate billing format errors, no validation warnings, no conflicts with existing invoice numbering

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: ONB02US07_TC_001
Blocked_Tests: Billing Integration Tests, Revenue Management Tests
Parallel_Tests: ONB02US07_TC_003, ONB02US07_TC_005
Sequential_Tests: ONB02US07_TC_015

Additional Information

Notes: Tests Transaction ID creation for billing and invoice generation. Critical for revenue management and financial operations.
Edge_Cases: Different billing cycles, invoice corrections, credit notes, recurring vs one-time billing
Risk_Areas: Revenue recognition, billing accuracy, invoice numbering compliance, accounting integration
Security_Considerations: Financial data sensitivity, invoice access control, billing audit requirements

Missing Scenarios Identified

Scenario_1: Billing format with date elements for billing cycles (Inv-2508-0001)
Type: Integration
Rationale: Billing cycles require date tracking for revenue management
Priority: P2

Scenario_2: Different invoice types with format variations (INV, CN, ADJ)
Type: Edge Case
Rationale: Multiple invoice types mentioned in enhanced format capabilities
Priority: P2

Test Case 7: Duplicate Format Prevention Validation

Test Case Metadata

Test Case ID: ONB02US07_TC_007
Title: Verify system prevents duplicate ID formats for same entity type per AC-21
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: ID & Reference Format Settings
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Negative, Validation, Duplicate-Prevention, Consumer, CxServices, Database, MOD-ONB, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Regression-Coverage, Report-Security-Validation, Customer-All, Risk-High, Business-High, Revenue-Impact-Medium, Integration-Point

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Onboarding
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: Database Validation, Format Validation Service, CxServices
Code_Module_Mapped: CX-Web-Validation
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, Regression-Coverage, Security-Validation, QA
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: ONB02US07-AC21, Validation Rules, Business Rules-General Rule 3
Related_Bugs: N/A
Related_Test_Cases: ONB02US07_TC_002, ONB02US07_TC_001

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Database validation service, format validation engine, existing Consumer format
Performance_Baseline: Validation response < 2 seconds
Data_Requirements: Existing Consumer ID format in system (Con-0001)

Prerequisites

Setup_Requirements: Completed ONB02US07_TC_002 (Consumer format already exists)
User_Roles_Permissions: Utility Administrator access with format creation permissions
Test_Data: Existing Consumer ID format with pattern Con-0001
Prior_Test_Cases: ONB02US07_TC_001, ONB02US07_TC_002

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to https://platform-staging.bynry.com/	SMART360 platform login page loads	URL: https://platform-staging.bynry.com/	Standard navigation start
2	Enter credentials: admin@utility.com / Test@123 and click Login	User successfully logged into platform dashboard	Username: admin@utility.com, Password: Test@123	Authentication step
3	Click side menu → Utility Setup	Utility Setup page opens with available utilities	N/A	Navigation to setup
4	Select "Roshan Energies" utility → Click "Continue Setup"	Utility selection confirmed, 6-step onboarding wizard opens	Utility: Roshan Energies	Utility context established
5	Navigate to step 4 "ID & Reference Numbers" → Click "Configure" button	ID & Reference Format Settings page opens with Master/Transaction sections	N/A	Access format configuration
6	Click on "Master ID" section card	Master ID section becomes highlighted/selected	N/A	Access Master ID configuration
7	Verify existing Consumer format is visible in table	Table shows existing "Account/Consumer Number ID" with "Con-0001" format	Expected: Consumer format exists	Prerequisite verification
8	Click "+" or "Add New" button for Master ID	"New Master ID Configuration" modal/form opens	N/A	Attempt duplicate creation
9	Click "Entity" dropdown and select "Account/Consumer Number"	Entity field populated with "Account/Consumer Number" selection	Entity: Account/Consumer Number	Same entity as existing format
10	Enter different prefix "CUST" in Prefix field	Prefix field accepts "CUST" input	Prefix: CUST	Different prefix from existing
11	Change Sequence Length to 6	Sequence Length field updated to 6 digits	Sequence Length: 6	Different from existing format
12	Select different Date Element "YYYYMM"	Date Element field set to YYYYMM	Date Element: YYYYMM	Different date format
13	Select different Separator "Underscore (_)"	Separator field set to Underscore	Separator: Underscore (_)	Different separator
14	Verify Live Preview shows different format pattern	Preview displays "CUST_202508_000001" or similar	Expected: Different format preview	Different format structure
15	Click "Create ID" or "Save" button	System displays validation error preventing creation	N/A	Duplicate prevention validation
16	Verify error message content	Error message states "ID format for this entity already exists" or similar validation message	Expected: Clear duplicate error message	User-friendly error messaging
17	Verify error message references existing format	Error mentions existing "Account/Consumer Number" format or shows conflict details	Expected: Specific conflict information	Detailed validation feedback
18	Verify form remains open with entered data	Form fields retain all entered values after validation error	N/A	Data preservation after error
19	Verify no new format created in table	Master ID configurations table shows same count as before attempt	Expected: No new table entry	Validation prevention success
20	Click "Cancel" or "Close" button	Form closes and returns to main configuration page	N/, AC-01
6	Click on "Master ID" section card	Master ID section becomes highlighted/selected with blue border	N/A	Visual selection indicator, matches image
7	Verify existing configurations table shows count "Master (8)" in tab	Master ID tab displays count of 8 existing configurations	Expected: Master (8) tab count	Verify existing data from images
8	Click "+" or "Add New" button for Master ID (if visible) or similar action	"New Master ID Configuration" modal/form opens	N/A	Form should open for creation
9	Click "Entity" dropdown field	Dropdown opens showing available Master ID entity options	N/A	Entity selection dropdown expansion
10	Select "Account/Consumer Number" from Entity dropdown	Entity field populated with "Account/Consumer Number" selection	Entity: Account/Consumer Number	Master ID entity as per AC-16
11	Verify "Live Preview" section shows initial format	Live Preview displays initial format pattern	Expected: Initial preview pattern	Real-time preview functionality
12	Verify "Sequence Length" field defaults to 4	Sequence Length field shows default value of 4 digits	Default: 4	Default sequence length per images
13	Enter "Con" in Prefix field	Prefix field accepts "Con" input and Live Preview updates	Prefix: Con	Prefilled format as per AC-31
14	Verify Live Preview updates to show "Con-XXXX" pattern	Preview dynamically updates to display Con-0001 format	Expected: Con-XXXX pattern	Real-time preview update
15	Verify "Starting Number" field defaults to 1	Starting Number field shows default value 1	Default: 1	Default starting number per AC-08
16	Verify "Current Number" field shows 1	Current Number field displays 1 (next available)	Default: 1	Current sequence tracking
17	Leave "Utility Service" as optional/empty	Utility Service field remains unselected for Master ID	N/A	Optional field for Master IDs
18	Leave "Date Element" as None/optional	Date Element field set to None or unselected	Date Element: None	Simplified Master ID format
19	Select "Hyphen (-)" from Separator dropdown	Separator field set to Hyphen (-)	Separator: Hyphen (-)	Standard separator choice
20	Verify Final Live Preview shows "Con-0001"	Live Preview displays exact format "Con-0001"	Expected: Con-0001	Matches prefilled format requirement
21	Click "Create ID" or "Save" button	Format successfully created with success message displayed	N/A	Successful creation confirmation
22	Verify success message appears	Success notification shows "ID format created successfully" or similar	Expected: Success message	User feedback confirmation
23	Verify new Consumer format appears in Master ID configurations table	Table refreshes and shows new "Account/Consumer Number ID" entry	N/A	Data persistence verification
24	Verify table shows: ID Name="Account/Consumer Number ID", ID Type="Master", Entity="Account/Consumer Number", Format Preview="Con-0001"	All table columns populated correctly with created format data	Expected format data in table	Complete data display verification
25	Verify "Master (9)" tab count incremented	Master tab count increases from 8 to 9	Expected: Master (9)	Count update after creation

Verification Points

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: ONB02US07_TC_001
Blocked_Tests: ONB02US07_TC_004, ONB02US07_TC_015
Parallel_Tests: ONB02US07_TC_003
Sequential_Tests: ONB02US07_TC_004, ONB02US07_TC_010

Additional Information

Missing Scenarios Identified

Scenario_2: Consumer format creation with date element included
Type: Integration
Rationale: Enhanced format options mentioned in user story solution section
Priority: P3

Test Case 8: Audit Log Verification and Change Tracking

Test Case Metadata

Test Case ID: ONB02US07_TC_008
Title: Verify audit logs capture ID format creation and modification activities per AC-05
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: ID & Reference Format Settings
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Audit, Security, Compliance, Change-Tracking, CxServices, Database, MOD-ONB, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-CSM, Report-Quality-Dashboard, Report-Security-Validation, Report-Integration-Testing, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low, Integration-Audit-Service, Compliance-Required

Business Context

Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Support
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 20%
Integration_Points: Audit Logging Service, Database Change Tracking, User Session Management
Code_Module_Mapped: CX-Web-Audit
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: CSM
Report_Categories: Quality-Dashboard, Security-Validation, Integration-Testing, CSM
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: ONB02US07-AC05, ONB02US07-AC28, Security Rules, Audit Requirements
Related_Bugs: N/A
Related_Test_Cases: ONB02US07_TC_002, ONB02US07_TC_003, ONB02US07_TC_010

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Audit logging service, database change tracking, user session management, timestamp service
Performance_Baseline: Audit log retrieval < 3 seconds
Data_Requirements: Existing ID formats with modification history, user activity logs

Prerequisites

Setup_Requirements: Completed ONB02US07_TC_002, ONB02US07_TC_003 with format creation activities
User_Roles_Permissions: System Admin or Utility Administrator access with audit log viewing permissions
Test_Data: Historical format creation/modification activities, user session data
Prior_Test_Cases: ONB02US07_TC_001, ONB02US07_TC_002, ONB02US07_TC_003

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to https://platform-staging.bynry.com/	SMART360 platform login page loads	URL: https://platform-staging.bynry.com/	Standard navigation start
2	Enter credentials: admin@utility.com / Test@123 and click Login	User successfully logged into platform dashboard	Username: admin@utility.com, Password: Test@123	Authentication step
3	Click side menu → Utility Setup	Utility Setup page opens with available utilities	N/A	Navigation to setup
4	Select "Roshan Energies" utility → Click "Continue Setup"	Utility selection confirmed, 6-step onboarding wizard opens	Utility: Roshan Energies	Utility context established
5	Navigate to step 4 "ID & Reference Numbers" → Click "Configure" button	ID & Reference Format Settings page opens with Master/Transaction sections	N/A	Access format configuration
6	Click on "Audit Logs" tab at top of interface	Audit Logs section opens showing audit history table	N/A	Access audit functionality
7	Verify audit log table headers	Table shows columns: Action, ID Configuration, Modified By, Date & Time, Details	Expected: Standard audit columns	Audit table structure verification
8	Verify audit entries are displayed in chronological order	Audit log entries appear with most recent activities at top	N/A	Chronological sorting verification
9	Locate audit entry for Consumer ID format creation (from TC_002)	Find "Created" action for "Account/Consumer Number ID" format	Action: Created, Entity: Account/Consumer Number	From previous test execution
10	Verify Consumer creation audit entry details	Entry shows: Action="Created", ID Configuration="Consumer ID", Modified By="admin@utility.com", timestamp, Details="Format: Con-0001"	Expected audit data for Consumer format	Complete audit information
11	Click on Consumer ID audit entry row	Detailed audit view opens showing expanded information	N/A	Detailed audit view access
12	Verify detailed audit information	Detailed view shows: Entity, Format Pattern="Con-0001", Description, User details, Before/After values (N/A for creation)	Expected: Comprehensive audit details	Audit detail completeness
13	Locate audit entry for Payment ID format creation (from TC_003)	Find "Created" action for "Payment ID" format with mmyy pattern	Action: Created, Entity: Payment	From previous test execution
14	Verify Payment creation audit entry details	Entry shows: Action="Created", ID Configuration="Payment ID", Modified By="admin@utility.com", timestamp, Details="Format: mmyy-0001"	Expected audit data for Payment format	Payment format audit trail
15	Use search functionality to filter audit logs	Enter "Payment" in search field to filter payment-related entries	Search term: Payment	Search functionality testing
16	Verify search results show only Payment-related entries	Filtered results display only audit entries containing "Payment"	Expected: Filtered payment entries	Search filter effectiveness
17	Clear search and use "Action Type" filter dropdown	Select "Created" from Action Type filter to show only creation activities	Filter: Created	Filter functionality testing
18	Verify filter shows only creation actions	Filtered results display only entries with Action="Created"	Expected: Only creation entries	Action filter effectiveness
19	Test date range filtering (if available)	Apply date filter for today's activities	Date range: Today	Date filtering capability
20	Verify audit entries include complete user attribution	Each entry shows specific user who performed action with full user details	Expected: User attribution present	User accountability verification
21	Verify timestamp accuracy	Audit timestamps match approximate times of test execution	Expected: Accurate timestamps	Time tracking verification
22	Test audit log export functionality (if available)	Click export button to download audit data	N/A	Data export capability
23	Verify export includes all filtered audit data	Downloaded file contains same audit entries as displayed	Expected: Complete export data	Export completeness verification

Verification Points

Primary_Verification: Audit logs accurately capture all ID format creation activities with complete user attribution and timestamp information per AC-05
Secondary_Verifications: Search and filter functionality works correctly, detailed audit view provides comprehensive information, export functionality operates properly
Negative_Verification: No missing audit entries for performed activities, no incomplete or corrupted audit data

Test Results (Template)

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: ONB02US07_TC_002, ONB02US07_TC_003
Blocked_Tests: None
Parallel_Tests: ONB02US07_TC_009
Sequential_Tests: ONB02US07_TC_010

Additional Information

Notes: Critical for compliance and change management. Audit functionality essential for tracking system configuration changes.
Edge_Cases: Concurrent user activities, bulk operations, system maintenance periods
Risk_Areas: Audit data integrity, user privacy compliance, audit log retention policies
Security_Considerations: Audit log access control, data encryption, compliance with audit standards

Missing Scenarios Identified

Scenario_1: Audit log retention and archival testing
Type: Compliance
Rationale: Long-term audit data management requirements for compliance
Priority: P3

Scenario_2: Audit log access control by different user roles
Type: Security
Rationale: Role-based audit access mentioned in security requirements
Priority: P2

Test Case 9: Format Modification and Update with Audit Trail

Test Case Metadata

Test Case ID: ONB02US07_TC_009
Title: Modify existing ID format and verify changes only affect new entities per AC-03
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: ID & Reference Format Settings
Test Type: Functional
Test Level: Integration
Priority: P2-High
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Format-Modification, Update-Functionality, Consumer, Audit-Trail, CxServices, Database, MOD-ONB, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Integration-Testing, Report-User-Acceptance, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-CIS

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Onboarding
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 7 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 25%
Integration_Points: CIS Consumer Management, Database Update Services, Audit Trail System, Format Validation
Code_Module_Mapped: CX-Web-Consumer-Update
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Integration-Testing, User-Acceptance, Product
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: ONB02US07-AC03, Business Rules-General Rule 3, Format Modification Requirements, Audit Trail AC-05
Related_Bugs: N/A
Related_Test_Cases: ONB02US07_TC_002, ONB02US07_TC_008, ONB02US07_TC_015

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: CIS module, consumer database, format validation service, audit logging system
Performance_Baseline: Format update < 3 seconds, validation < 2 seconds
Data_Requirements: Existing Consumer ID format (Con-0001), test consumer records with existing IDs

Prerequisites

Setup_Requirements: Completed ONB02US07_TC_002 (Consumer format exists), test consumer records created with existing format
User_Roles_Permissions: Utility Administrator access with format modification permissions
Test_Data: Existing Consumer format (Con-0001), consumer records with Con-XXXX IDs
Prior_Test_Cases: ONB02US07_TC_001, ONB02US07_TC_002

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to https://platform-staging.bynry.com/	SMART360 platform login page loads	URL: https://platform-staging.bynry.com/	Standard navigation start
2	Enter credentials: admin@utility.com / Test@123 and click Login	User successfully logged into platform dashboard	Username: admin@utility.com, Password: Test@123	Authentication step
3	Click side menu → Utility Setup	Utility Setup page opens with available utilities	N/A	Navigation to setup
4	Select "Roshan Energies" utility → Click "Continue Setup"	Utility selection confirmed, 6-step onboarding wizard opens	Utility: Roshan Energies	Utility context established
5	Navigate to step 4 "ID & Reference Numbers" → Click "Configure" button	ID & Reference Format Settings page opens with Master/Transaction sections	N/A	Access format configuration
6	Click on "Master ID" section to view existing formats	Master ID configurations table displays with existing Consumer format visible	N/A	Access Master ID management
7	Locate Consumer ID format in table	Find "Account/Consumer Number ID" entry with format "Con-0001"	Entity: Account/Consumer Number, Format: Con-0001	Existing format identification
8	Click edit action (pencil icon) for Consumer ID format	Edit Consumer ID format modal/form opens with current values pre-populated	N/A	Access format modification
9	Verify form pre-populates with existing configuration	All fields show current values: Entity=Account/Consumer Number, Prefix=Con, Sequence Length=4, etc.	Expected: Current format values	Data integrity verification
10	Verify Current Number field shows next available sequence	Current Number field displays next available number (e.g., 5 if 4 consumers exist)	Expected: Next sequence number	Sequence state verification
11	Change Prefix from "Con" to "CONS"	Prefix field updated with new value	New Prefix: CONS	Format modification action
12	Change Sequence Length from 4 to 5 digits	Sequence Length field updated to 5	New Sequence Length: 5	Extend sequence padding
13	Verify Live Preview updates to "CONS-00001" pattern	Preview dynamically shows modified format with new prefix and padding	Expected: CONS-00001	Real-time preview update
14	Add or update Description field (if available)	Add description "Updated consumer format for enhanced tracking"	Description: Enhanced consumer format	Change documentation
15	Click "Update" or "Save Changes" button	Format modification saved successfully with confirmation message	N/A	Update completion
16	Verify success message displays	Success notification shows "ID format updated successfully" or similar	Expected: Update success message	User feedback confirmation
17	Verify updated format appears in Master ID table	Table refreshes showing modified Consumer format with "CONS-00001" preview	Expected: Updated format display	Data persistence verification
18	Navigate to CIS module → Consumer Management (if accessible)	Access consumer records to verify existing IDs unchanged	N/A	Existing data verification
19	Verify existing consumer records retain original Con-XXXX format	All previously created consumers still show Con-0001, Con-0002, etc. formats	Expected: Original IDs unchanged	AC-03 verification
20	Create new consumer record	Initiate creation of new consumer account	Consumer Name: Test User, Address: 456 Test St	New entity creation
21	Verify new consumer gets updated format CONS-00005	New consumer created with updated format pattern and current sequence	Expected: CONS-00005 or next available	New format application
22	Return to ID & Reference Format Settings → Audit Logs tab	Access audit trail to verify modification tracking	N/A	Audit verification
23	Locate audit entry for Consumer format modification	Find "Updated" action for "Account/Consumer Number ID" format	Action: Updated, Entity: Consumer ID	Modification audit trail
24	Click audit entry to view detailed change information	Detailed audit view shows before/after format comparison	N/A	Change detail verification
25	Verify audit shows Before: "Con-0001" and After: "CONS-00001"	Detailed audit displays complete before/after format comparison with user and timestamp	Expected: Complete change tracking	Audit completeness verification
26	Verify Current Number field in format reflects new consumer creation	Current Number now shows 6 (next available after CONS-00005)	Expected: Sequence increment	Sequence tracking verification

Verification Points

Primary_Verification: ID format successfully modified with changes only affecting newly created entities while existing entities retain original format per AC-03
Secondary_Verifications: Audit trail captures complete before/after comparison, preview updates correctly, sequence numbers continue from modified format
Negative_Verification: No existing entity IDs changed, no data corruption, no sequence number conflicts

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: ONB02US07_TC_002
Blocked_Tests: Integration tests requiring modified formats
Parallel_Tests: ONB02US07_TC_008
Sequential_Tests: ONB02US07_TC_015

Additional Information

Notes: Critical test for format modification workflow and backward compatibility. Validates AC-03 requirement that changes only affect new entities.
Edge_Cases: Format modification during active entity creation, concurrent modifications, rollback scenarios
Risk_Areas: Data consistency, sequence management, existing entity ID integrity, CIS integration impact
Security_Considerations: Modification permissions, audit trail integrity, data validation during updates

Missing Scenarios Identified

Scenario_1: Format modification with date element changes and impact on sequence numbering
Type: Edge Case
Rationale: Date-based formats may require special sequence handling during modifications
Priority: P2

Scenario_2: Bulk format modification with impact analysis
Type: Integration
Rationale: Large-scale format changes may require impact assessment tools
Priority: P3

Test Case 10: Role-Based Access Control Validation

Test Case Metadata

Test Case ID: ONB02US07_TC_010
Title: Verify only authorized roles can create and modify ID formats per AC-26, AC-28
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: ID & Reference Format Settings
Test Type: Security
Test Level: System
Priority: P1-Critical
Execution Phase: Security
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Negative, Security, Role-Based-Access, Authorization, Access-Control, CxServices, MOD-ONB, P1-Critical, Phase-Security, Type-Security, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Security-Validation, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Low, Integration-Authentication, Compliance-Required

Business Context

Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Must-Have
Customer_Journey: Onboarding
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 20%
Integration_Points: Authentication Service, Role Management, Access Control System, User Session Management
Code_Module_Mapped: CX-Web-Security
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Security-Validation, User-Acceptance, Engineering
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: ONB02US07-AC26, ONB02US07-AC27, ONB02US07-AC28, ONB02US07-AC29, Security Rules
Related_Bugs: N/A
Related_Test_Cases: ONB02US07_TC_001, ONB02US07_TC_008

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Authentication service, role management system, multiple user accounts with different permissions
Performance_Baseline: Role validation < 2 seconds
Data_Requirements: Utility Administrator, System Admin, and Standard User accounts configured

Prerequisites

Setup_Requirements: Multiple test accounts configured with different role permissions
User_Roles_Permissions: Access to Utility Administrator, System Admin, and Standard User accounts
Test_Data: admin@utility.com (Utility Admin), sysadmin@utility.com (System Admin), user@utility.com (Standard User)
Prior_Test_Cases: ONB02US07_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
Utility Administrator Access Testing
1	Navigate to https://platform-staging.bynry.com/	SMART360 platform login page loads	URL: https://platform-staging.bynry.com/	Standard navigation start
2	Login as Utility Administrator	Successfully logged into platform dashboard	Username: admin@utility.com, Password: Test@123, Role: Utility Administrator	Full administrative access
3	Navigate to ID & Reference Format Settings via standard path	ID Format Settings page accessible with full functionality	Standard navigation path	Access verification
4	Verify "Create New Format" buttons visible for both Master and Transaction IDs	Both creation buttons are visible and enabled	N/A	Creation permission verification
5	Verify edit actions available in configurations table	Edit icons visible in Actions column for existing formats	N/A	Modification permission verification
6	Verify audit log access available	Audit Logs tab accessible and functional	N/A	Audit access verification
7	Create test format to verify full permissions	Successfully create new format without restrictions	Entity: Assets, Prefix: AST-TEST	Full permission testing
8	Logout from Utility Administrator account	Successfully logged out and returned to login page	N/A	Session cleanup
System Admin Access Testing
9	Login as System Admin	Successfully logged into platform dashboard	Username: sysadmin@utility.com, Password: Test@123, Role: System Admin	System admin access
10	Navigate to ID & Reference Format Settings	ID Format Settings page accessible	Standard navigation path	Access level verification
11	Verify read access to existing configurations	Can view all Master and Transaction ID configurations	N/A	View permission verification
12	Verify audit logs are accessible	Audit Logs tab functional with history visible	N/A	Audit read access per AC-27
13	Verify create/edit buttons disabled or hidden	No creation or modification capabilities visible/functional	N/A	Modification restriction per AC-26
14	Attempt to access creation form (if button exists)	Access denied or form non-functional	N/A	Creation restriction verification
15	Attempt to edit existing format (if possible)	Edit action blocked or non-functional	N/A	Edit restriction verification
16	Logout from System Admin account	Successfully logged out	N/A	Session cleanup
Standard User Access Testing
17	Login as Standard User	Successfully logged into platform dashboard	Username: user@utility.com, Password: Test@123, Role: Standard User	Restricted user access
18	Attempt to navigate to Utility Setup	Utility Setup menu option not visible or access denied	N/A	Menu access restriction
19	Attempt direct URL access to ID Format Settings	Access denied or redirected to unauthorized page	Direct URL attempt	URL protection verification
20	Verify no ID configuration capabilities available	No access to any ID format configuration features	N/A	Complete access restriction
21	Logout from Standard User account	Successfully logged out	N/A	Session cleanup
Permission Boundary Testing
22	Login back as Utility Administrator	Platform access restored	Username: admin@utility.com	Permission restoration
23	Verify all previously restricted functions now available	Full access to create, modify, view, and audit functions	N/A	Permission restoration verification
24	Test session timeout behavior	Session expires appropriately based on security settings	N/A	Security timeout verification
25	Verify audit trails capture role-based activities	Audit logs show user attribution with correct role information	Expected: Role-based audit entries	Role attribution in audit

Verification Points

Primary_Verification: Only Utility Administrator role can create and modify ID formats, System Admin has view-only access, Standard User has no access per AC-26, AC-27
Secondary_Verifications: Audit logs accessible based on role permissions, URL protection prevents unauthorized direct access, session management works correctly
Negative_Verification: Unauthorized users cannot bypass security restrictions, no privilege escalation possible, no unauthorized data access

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: No

Test Relationships

Blocking_Tests: ONB02US07_TC_001
Blocked_Tests: None
Parallel_Tests: None
Sequential_Tests: Security penetration tests

Additional Information

Notes: Critical security test ensuring proper role-based access control. Essential for compliance and data protection.
Edge_Cases: Role changes during active sessions, concurrent access with different roles, temporary privilege elevation
Risk_Areas: Authentication bypass, privilege escalation, unauthorized data modification, session hijacking
Security_Considerations: RBAC implementation, session security, access logging, unauthorized access prevention

Missing Scenarios Identified

Scenario_1: Role-based access testing with API endpoints
Type: Security
Rationale: API access should respect same role restrictions as UI
Priority: P1

Scenario_2: Cross-utility access control testing
Type: Security
Rationale: Users should only access formats for assigned utilities
Priority: P2

Test Case 11: Master ID - Asset Entity Format Creation

Test Case Metadata

Test Case ID: ONB02US07_TC_011
Title: Create Master ID format for Asset entity per enhanced requirements
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Asset, Master-ID, Asset-Management, CxServices, API, Database, MOD-ONB, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Integration-Testing, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Asset-Management, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Onboarding
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: Asset Management System, Database ID Generation, CxServices API
Code_Module_Mapped: CX-Web-Asset
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Requirements Traceability

Related_Requirements: Enhanced Requirements - Asset ID Generation, ONB02US07-AC16, Master ID Business Rules
Related_Bugs: N/A
Related_Test_Cases: ONB02US07_TC_001, ONB02US07_TC_002, ONB02US07_TC_004

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Asset Management module, asset database, ID generation service
Performance_Baseline: Asset format creation < 3 seconds
Data_Requirements: Asset entity type, asset classifications

Prerequisites

Setup_Requirements: Completed ONB02US07_TC_001, Master ID configuration accessible
User_Roles_Permissions: Utility Administrator access with Master ID creation permissions
Test_Data: Asset entity selection
Prior_Test_Cases: ONB02US07_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to https://platform-staging.bynry.com/	SMART360 platform login page loads	URL: https://platform-staging.bynry.com/	Standard navigation start
2	Enter credentials: admin@utility.com / Test@123 and click Login	User successfully logged into platform dashboard	Username: admin@utility.com, Password: Test@123	Authentication step
3	Click side menu → Utility Setup	Utility Setup page opens with available utilities	N/A	Navigation to setup
4	Select "Roshan Energies" utility → Click "Continue Setup"	Utility selection confirmed, 6-step onboarding wizard opens	Utility: Roshan Energies	Utility context established
5	Navigate to step 4 "ID & Reference Numbers" → Click "Configure" button	ID & Reference Format Settings page opens with Master/Transaction sections	N/A	Access format configuration
6	Click on "Master ID" section card	Master ID section becomes highlighted/selected	N/A	Access Master ID configuration
7	Click "+" or "Add New" button for Master ID	"New Master ID Configuration" modal/form opens	N/A	Master ID creation form
8	Click "Entity" dropdown field	Dropdown opens showing available Master ID entity options	N/A	Entity selection dropdown
9	Verify "Assets" appears in dropdown options	"Assets" entity visible in Master ID entity list	Expected: Assets in dropdown	Asset entity availability
10	Select "Assets" from Entity dropdown	Entity field populated with "Assets" selection	Entity: Assets	Asset entity selection
11	Verify "Live Preview" section shows initial asset format	Live Preview displays initial format pattern for assets	Expected: Initial asset preview	Real-time preview functionality
12	Enter "AST" in Prefix field	Prefix field accepts "AST" input and Live Preview updates	Prefix: AST	Asset prefix identification
13	Verify Live Preview updates to show "AST-XXXX" pattern	Preview dynamically updates to display AST-0001 format	Expected: AST-XXXX pattern	Real-time preview update
14	Set Sequence Length to 4 digits	Sequence Length field set to 4	Sequence Length: 4	Standard sequence length
15	Verify "Starting Number" field defaults to 1	Starting Number field shows default value 1	Default: 1	Default starting number
16	Verify "Current Number" field shows 1	Current Number field displays 1 (next available asset ID)	Default: 1	Asset sequence tracking
17	Leave "Utility Service" as optional/empty	Utility Service field remains unselected	N/A	Optional for Master IDs
18	Leave "Date Element" as None	Date Element field set to None	Date Element: None	Simplified asset format
19	Select "Hyphen (-)" from Separator dropdown	Separator field set to Hyphen (-)	Separator: Hyphen (-)	Standard separator choice
20	Verify Final Live Preview shows "AST-0001"	Live Preview displays exact format "AST-0001"	Expected: AST-0001	Asset format verification
21	Click "Create ID" or "Save" button	Format successfully created with success message	N/A	Asset format creation
22	Verify success message appears	Success notification shows "ID format created successfully"	Expected: Success message	User feedback confirmation
23	Verify new Asset format appears in Master ID table	Table refreshes showing new "Asset ID" entry	N/A	Data persistence verification
24	Verify table shows: ID Name="Asset ID", ID Type="Master", Entity="Assets", Format Preview="AST-0001"	All table columns show correct asset format data	Expected: Asset format data	Complete data verification
25	Verify Master tab count incremented	Master tab count increases by 1	Expected: Previous count + 1	Count update verification

Verification Points

Primary_Verification: New Asset Master ID format created successfully with pattern "AST-0001" for asset management integration
Secondary_Verifications: Format appears in Master ID configurations, integrates with asset management system, sequence tracking functional
Negative_Verification: No duplicate asset format errors, no conflicts with existing asset tracking systems

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: ONB02US07_TC_001
Blocked_Tests: Asset Management Integration Tests
Parallel_Tests: ONB02US07_TC_012, ONB02US07_TC_013
Sequential_Tests: Asset Integration Tests

Additional Information

Notes: Tests Master ID creation for asset entities. Important for asset management and tracking capabilities.
Edge_Cases: Different asset types, asset hierarchies, asset lifecycle management
Risk_Areas: Asset tracking accuracy, integration with maintenance systems, asset identification consistency
Security_Considerations: Asset data sensitivity, access control for asset information

Missing Scenarios Identified

Scenario_1: Asset format with asset type classification (PUMP-AST-0001, VALVE-AST-0001)
Type: Edge Case
Rationale: Different asset types may require specific identification patterns
Priority: P3

Scenario_2: Asset format with location or facility integration
Type: Integration
Rationale: Assets typically associated with specific facilities or locations
Priority: P2

Test Case 12: Transaction ID - Service Request Entity Format Creation

Test Case Metadata

Test Case ID: ONB02US07_TC_012
Title: Create Transaction ID format for Service Request entity using prefilled format Req-0001
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Service-Request, Transaction-ID, CIS, Customer-Service, CxServices, API, Database, MOD-ONB, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-CSM, Report-Quality-Dashboard, Report-Customer-Segment-Analysis, Report-Integration-Testing, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-CIS, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Support
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: CIS Services Module, Customer Support System, Database Transaction Processing
Code_Module_Mapped: CX-Web-Service-Request
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: CSM
Report_Categories: Quality-Dashboard, Customer-Segment-Analysis, Integration-Testing, CSM
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: ONB02US07-AC30, Enhanced Requirements - Service Request ID, CIS Integration Requirements
Related_Bugs: N/A
Related_Test_Cases: ONB02US07_TC_001, ONB02US07_TC_003, ONB02US07_TC_005

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: CIS Services module, customer support database, service request processing system
Performance_Baseline: Service request format creation < 3 seconds
Data_Requirements: Service Request entity, Req-0001 prefilled format

Prerequisites

Setup_Requirements: Completed ONB02US07_TC_001, Transaction ID configuration accessible
User_Roles_Permissions: Utility Administrator access with Transaction ID creation permissions
Test_Data: Service Request entity, Req-0001 prefilled format
Prior_Test_Cases: ONB02US07_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to https://platform-staging.bynry.com/	SMART360 platform login page loads	URL: https://platform-staging.bynry.com/	Standard navigation start
2	Enter credentials: admin@utility.com / Test@123 and click Login	User successfully logged into platform dashboard	Username: admin@utility.com, Password: Test@123	Authentication step
3	Click side menu → Utility Setup	Utility Setup page opens with available utilities	N/A	Navigation to setup
4	Select "Roshan Energies" utility → Click "Continue Setup"	Utility selection confirmed, 6-step onboarding wizard opens	Utility: Roshan Energies	Utility context established
5	Navigate to step 4 "ID & Reference Numbers" → Click "Configure" button	ID & Reference Format Settings page opens with Master/Transaction sections	N/A	Access format configuration
6	Click on "Transaction ID" section card	Transaction ID section becomes highlighted/selected	N/A	Access Transaction ID configuration
7	Click "+" or "Add New" button for Transaction ID	"New Transaction ID Configuration" modal/form opens	N/A	Transaction ID creation form
8	Click "Entity" dropdown field	Dropdown opens showing available Transaction ID entity options	N/A	Entity selection dropdown
9	Verify "Service Request" appears in dropdown options	"Service Request" entity visible in Transaction ID entity list	Expected: Service Request in dropdown	Service request entity availability
10	Select "Service Request" from Entity dropdown	Entity field populated with "Service Request" selection	Entity: Service Request	Service request entity selection
11	Verify "Live Preview" section shows initial service request format	Live Preview displays initial format pattern for service requests	Expected: Initial service request preview	Real-time preview functionality
12	Enter "Req" in Prefix field	Prefix field accepts "Req" input and Live Preview updates	Prefix: Req	Service request prefix per AC-30
13	Verify Live Preview updates to show "Req-XXXX" pattern	Preview dynamically updates to display Req-0001 format	Expected: Req-XXXX pattern	Real-time preview update
14	Set Sequence Length to 4 digits	Sequence Length field set to 4	Sequence Length: 4	Standard sequence length
15	Verify "Starting Number" field defaults to 1	Starting Number field shows default value 1	Default: 1	Default starting number
16	Verify "Current Number" field shows 1	Current Number field displays 1 (next available service request ID)	Default: 1	Service request sequence tracking
17	Leave "Utility Service" as optional	Utility Service field remains unselected	N/A	Optional for Transaction IDs
18	Leave "Date Element" as None	Date Element field set to None	Date Element: None	Basic Transaction ID format
19	Select "Hyphen (-)" from Separator dropdown	Separator field set to Hyphen (-)	Separator: Hyphen (-)	Standard separator choice
20	Verify Final Live Preview shows "Req-0001"	Live Preview displays exact format "Req-0001"	Expected: Req-0001	Matches prefilled format requirement
21	Click "Create ID" or "Save" button	Format successfully created with success message	N/A	Service request format creation
22	Verify success message appears	Success notification shows "Transaction ID format created successfully"	Expected: Success message	User feedback confirmation
23	Verify new Service Request format appears in Transaction ID table	Table refreshes showing new "Service Request ID" entry	N/A	Data persistence verification
24	Verify table shows: ID Name="Service Request ID", ID Type="Transaction", Entity="Service Request", Format Preview="Req-0001"	All table columns show correct service request format data	Expected: Service request format data	Complete data verification
25	Verify Transaction tab count incremented	Transaction tab count increases by 1	Expected: Previous count + 1	Count update verification

Verification Points

Primary_Verification: New Service Request Transaction ID format created successfully with exact pattern "Req-0001" matching prefilled format requirement
Secondary_Verifications: Format integrates with CIS Services module, customer support system can utilize format, sequence tracking operational
Negative_Verification: No duplicate service request format errors, no conflicts with existing customer service processes

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: ONB02US07_TC_001
Blocked_Tests: CIS Services Integration Tests
Parallel_Tests: ONB02US07_TC_011, ONB02US07_TC_013
Sequential_Tests: Customer Service Integration Tests

Additional Information

Notes: Tests Transaction ID creation for service request management. Critical for customer service operations and CIS integration.
Edge_Cases: Different service request types, priority levels, emergency vs standard requests
Risk_Areas: Customer service efficiency, request tracking accuracy, CIS module integration
Security_Considerations: Service request data privacy, customer information protection

Missing Scenarios Identified

Scenario_1: Service Request format with priority indicators (URGENT-Req-0001, STD-Req-0001)
Type: Edge Case
Rationale: Service requests may require priority-based identification
Priority: P2

Scenario_2: Service Request format with date elements for SLA tracking
Type: Integration
Rationale: SLA management requires time-based request identification
Priority: P2

Test Case 13: Integration Testing - CIS Module ID Generation

Test Case Metadata

Test Case ID: ONB02US07_TC_013
Title: Verify ID format configuration integrates correctly with CIS module for all supported entities
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: ID & Reference Format Settings
Test Type: Integration
Test Level: System
Priority: P1-Critical
Execution Phase: Integration
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Integration, CIS-Integration, End-to-End, Consumer, Payment, Service-Request, CxServices, API, Database, MOD-ONB, P1-Critical, Phase-Integration, Type-Integration, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Integration-Testing, Report-Revenue-Impact-Tracking, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-CIS, Integration-End-to-End

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 15 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 30%
Integration_Points: CIS Consumer Management, CIS Payments, CIS Services, Database ID Generation, API Integration
Code_Module_Mapped: CX-Web-CIS-Integration
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Integration-Testing, Revenue-Impact-Tracking, Product
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Enhanced Requirements - All CIS Integration Points, Consumer ID Impact, Payment ID Impact, Service ID Impact
Related_Bugs: N/A
Related_Test_Cases: ONB02US07_TC_002, ONB02US07_TC_003, ONB02US07_TC_012

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Full CIS module access, consumer database, payment processing, service management, ID generation services
Performance_Baseline: ID generation < 2 seconds, CIS operations < 5 seconds
Data_Requirements: Consumer, Payment, and Service Request formats configured, test customer data

Prerequisites

Setup_Requirements: Completed ONB02US07_TC_002, ONB02US07_TC_003, ONB02US07_TC_012, CIS module accessible
User_Roles_Permissions: Utility Administrator with CIS module access permissions
Test_Data: Consumer format (Con-0001), Payment format (mmyy-0001), Service Request format (Req-0001)
Prior_Test_Cases: ONB02US07_TC_001, ONB02US07_TC_002, ONB02US07_TC_003, ONB02US07_TC_012

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
Consumer ID Integration Testing
1	Navigate to https://platform-staging.bynry.com/	SMART360 platform login page loads	URL: https://platform-staging.bynry.com/	Standard navigation start
2	Login with admin credentials	Successfully logged into platform dashboard	Username: admin@utility.com, Password: Test@123	Authentication step
3	Navigate to CIS module → Consumer Management	CIS Consumer module accessible and loads successfully	N/A	CIS module access verification
4	Click "Add New Consumer" or "Create Consumer"	New consumer creation form opens	N/A	Consumer creation workflow
5	Fill consumer details: Name, Address, Contact	Consumer form accepts all required information	Name: John Smith, Address: 123 Main St, Phone: 555-1234	Test consumer data
6	Submit consumer creation form	Consumer created successfully with auto-generated ID using configured format	Expected ID pattern: Con-0001	Format integration verification
7	Verify generated Consumer ID follows Con-XXXX pattern	Consumer ID displays as Con-0001 (or next available sequence)	Expected: Con-0001, Con-0002, etc.	Format compliance verification
8	Create second consumer with same process	Second consumer gets incremented ID	Name: Jane Doe, Address: 456 Oak Ave	Sequence increment testing
9	Verify second consumer ID increments correctly	Second consumer shows Con-0002	Expected: Con-0002	Auto-increment verification
Payment ID Integration Testing
10	Navigate to CIS module → Payments section	CIS Payments module accessible	N/A	Payment module access
11	Select first consumer (Con-0001) for payment processing	Consumer selectable for payment	Consumer: John Smith (Con-0001)	Consumer-payment linkage
12	Enter payment details: Amount, Payment Method	Payment form accepts transaction information	Amount: $150.00, Method: Online	Payment transaction data
13	Submit payment transaction	Payment processed successfully with auto-generated Payment ID	Expected ID pattern: mmyy-0001 (current month/year)	Payment format integration
14	Verify Payment ID follows mmyy-XXXX pattern	Payment ID displays current month/year format (e.g., 0825-0001 for Aug 2025)	Expected: 0825-0001	Date-based format verification
15	Process second payment for same consumer	Second payment gets incremented ID	Amount: $75.00, Method: Cash	Payment sequence testing
16	Verify second Payment ID increments sequence	Second payment shows 0825-0002	Expected: 0825-0002	Payment sequence increment
Service Request ID Integration Testing
17	Navigate to CIS module → Service Requests section	CIS Services module accessible	N/A	Service request module access
18	Create new service request for first consumer	Service request creation form opens	Consumer: John Smith (Con-0001)	Consumer-service linkage
19	Fill service request details: Type, Description, Priority	Service request form accepts all information	Type: Billing Inquiry, Description: Bill clarification needed, Priority: Standard	Service request data
20	Submit service request creation	Service request created with auto-generated Service Request ID	Expected ID pattern: Req-0001	Service request format integration
21	Verify Service Request ID follows Req-XXXX pattern	Service Request ID displays as Req-0001	Expected: Req-0001	Service format compliance
22	Create second service request	Second service request gets incremented ID	Type: Technical Issue, Description: Meter reading problem	Service sequence testing
23	Verify second Service Request ID increments	Second service request shows Req-0002	Expected: Req-0002	Service sequence increment
Cross-Reference and Data Integrity Testing
24	Return to ID & Reference Format Settings	Navigate back to format configuration	N/A	Format management access
25	Check Consumer format current number	Current number reflects actual usage (shows 3 for next consumer)	Expected: Current Number = 3	Usage tracking verification
26	Check Payment format current number	Current number reflects payment transactions (shows 3 for next payment)	Expected: Current Number = 3	Payment usage tracking
27	Check Service Request format current number	Current number reflects service requests (shows 3 for next request)	Expected: Current Number = 3	Service usage tracking
28	Verify all CIS records maintain consistent ID formats	Database records show correctly formatted IDs for all entities	Expected: Consistent format application	Database integrity verification

Verification Points

Primary_Verification: All configured ID formats correctly integrate with CIS module and generate proper IDs for Consumer, Payment, and Service Request entities
Secondary_Verifications: Sequence numbers auto-increment correctly, current numbers update in format settings, cross-module data consistency maintained
Negative_Verification: No ID format conflicts, no sequence gaps or duplicates, no integration errors between modules

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: ONB02US07_TC_002, ONB02US07_TC_003, ONB02US07_TC_012
Blocked_Tests: Production deployment, End-user acceptance testing
Parallel_Tests: None
Sequential_Tests: Performance testing, User acceptance testing

Additional Information

Notes: Critical end-to-end integration test validating complete ID format workflow across CIS module. Essential for production readiness.
Edge_Cases: High-volume ID generation, concurrent CIS operations, month/year rollover for date-based formats
Risk_Areas: Data consistency across modules, sequence synchronization, performance under load
Security_Considerations: Cross-module data access, ID generation security, audit trail consistency

Missing Scenarios Identified

Scenario_1: Integration testing with other utility modules (Billing, Meter Data, Service Orders)
Type: Integration
Rationale: Complete system integration requires testing all modules mentioned in user story
Priority: P1

Scenario_2: High-volume concurrent ID generation stress testing
Type: Performance
Rationale: Production environments require robust ID generation under load
Priority: P2

System Admin Dashboard Test Cases - ONB05US01

User Access and Managemet Test Cases - ONB02US03

Utility Plans & Tariffs Management Test Cases - ONB02US05

ID & Reference Format Settings Test Cases- ONB02US07

Service Areas Management Test Cases- ONB02US08

Core System Settings Test Cases - ONB02US02

Utility management Test Cases - ONB05US03

SMART360 Login Experience Test Cases - AU01US01

SMART360 v2 Automation Project - Management Plan

User stories which we're picking for Phase 1

Consumer management Test Cases - CIS01US02

New Service Connection Application Form Test Cases - CIS01US03

New Connection Application Detail View Test Cases - CIS01US04

Payments Management Test Cases - CIS01US09

Account Transfer Request Test Cases - CIS01US12

Disconnection Request Flow Test Cases - CIS01US10

Profile Details Test Cases - CSS01US11

Service Payment Management Test Cases - CSS01US03

Request Tracker Test Cases - CSS01US10

Service & Support Management Test Cases - CSS01US08

Bill Management Test Case - CSS01US02

Payment History Management Test Cases - CSS01US05

Bill Cycle Setup Test Cases - BX03US02

Printing and Distribution Test Cases - BX06US01

GL Codes Management Test Cases - BX05US01

Single Bill Generation V2 Test Cases - BX01US04

Bill Generation V2 Test Case - BX01US03

Bill Template Management Test Cases - BX03US01

Service Order Dashboard Test Cases - WX03US03

Dispatcher Management System Test Case - WX05US05

Master Test Cases - WX01US01

Field Force Management Test Case - WX02US02

System Settings Configuration Management Test Cases - WX04US04

Meter Device Management Test Cases -MX01US02

Route Management Test Cases -MX02US01

Read Cycle Management Test Cases - MX02US02

Photo Read Validation Test Cases -MX03US02

Read Cycle List and Validation Configurations Test Cases - MX03US01

Photo Meter Reads Test Cases - MX02US03

Communication Hub Dashboard Test Cases - UX01US01

Utility Contact List Management Test Cases -UX03US03

Communication Workflows Test Cases - UX03US04

Message History Management System Test Cases - UX05US05

Individual & Bulk messaging Test Cases - UX02US02

Message Template Management System Test Case - UX06US06

ID & Reference Format Settings Test Cases- ONB02US07

Test Case 1: Basic Login and Navigation Access

Test Case Metadata

Classification

Enhanced Tags for 17 Reports Support

Business Context

Quality Metrics

Coverage Tracking

Stakeholder Reporting

Requirements Traceability

Test Environment

Prerequisites

Test Procedure

Verification Points

Test Results (Template)

Execution Analytics

Test Relationships

Additional Information

Missing Scenarios Identified

Test Case 2: Master ID Format Creation - Consumer Entity with Prefilled Format

Test Case Metadata

Classification

Enhanced Tags for 17 Reports Support

Business Context

Quality Metrics

Coverage Tracking

Stakeholder Reporting

Requirements Traceability

Test Environment

Prerequisites

Test Procedure

Verification Points

Test Results (Template)

Execution Analytics

Test Relationships