New Connection Application Detail View Test Cases - CIS01US04

Test Scenario Summary

This comprehensive test suite covers the complete workflow for New Connection Application Detail View focusing on document verification, workflow management, application processing, KPI dashboard analytics, and integration points across 5 stages: Application Review, Site Inspection, Approval, Installation, and Activation.

Test Case 1: Verify Workflow Progress Indicator Display

Test Case Metadata

Test Case ID: CIS01US04_TC_001
Title: Verify structured workflow progress indicator with 5 stages and current stage highlighting
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, UI, Database, MOD-Consumer-Onboarding, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering/Product/QA/Quality-Dashboard/Module-Coverage, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-CxServices-API, Workflow-Progression, 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: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of workflow display
Integration_Points: CxServices, API, Consumer-Onboarding-Module
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, Module-Coverage, Smoke-Test-Results, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC001 - Workflow progress indicator display, Business Rule: 5-stage workflow progression
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_002, CIS01US04_TC_015, CIS01US04_TC_025

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Consumer Onboarding Module, Workflow Engine, Database
Performance_Baseline: < 3 seconds page load
Data_Requirements: Valid application data with workflow state tracking

Prerequisites

Setup_Requirements: Valid application data in system with workflow states
User_Roles_Permissions: Customer Executive role with Consumer Onboarding access
Test_Data: Application ID: NCA-2025-001234, Consumer: disco deewane, Status: Pending Review
Prior_Test_Cases: User authentication and module access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to https://platform-staging.bynry.com/	Login page displays with Samoa Water Authority branding	URL: https://platform-staging.bynry.com/	Base URL access
2	Enter valid Customer Executive credentials and click Login	Dashboard loads successfully with Consumer Services module visible	Username: testuser, Password: Test@123	Valid credentials for Customer Executive role
3	Click bento menu → Consumer Services	Consumer Services module opens with navigation menu	N/A	Module navigation step
4	From side menu select Consumer Onboarding	Consumer onboarding list view displays with application list	N/A	Onboarding module selection
5	Locate application NCA-2025-001234 for disco deewane	Application row displays with View action in action column	Consumer: disco deewane, Application: NCA-2025-001234	Sample application identification
6	Click View action for application NCA-2025-001234	Application detail view opens with workflow indicator at bottom	Application ID: NCA-2025-001234	Application detail access
7	Verify workflow progress indicator display	Progress indicator shows 5 stages: "Application Review", "Site Inspection", "Approval", "Installation", "Activation" in horizontal layout	N/A	Visual verification of all 5 stages
8	Verify current stage highlighting	"Application Review" stage is highlighted in blue with active indicator	Current Stage: Application Review	Active stage indication
9	Verify completed stages indication	No stages show green checkmarks (initial state)	N/A	Initial completion state
10	Verify pending stages indication	"Site Inspection", "Approval", "Installation", "Activation" show as inactive/grayed out	N/A	Future stage indication

Verification Points

Primary_Verification: Workflow progress indicator displays all 5 stages correctly with proper highlighting
Secondary_Verifications: Current stage blue highlighting, pending stages grayed out, proper stage sequence
Negative_Verification: No missing stages, incorrect order, or duplicate stage indicators

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: User authentication test
Blocked_Tests: All workflow progression tests
Parallel_Tests: Information panel display tests
Sequential_Tests: Document verification workflow tests

Additional Information

Notes: Critical for user understanding of application progress
Edge_Cases: Application in different workflow stages
Risk_Areas: UI consistency across different application states
Security_Considerations: Role-based access to workflow visibility

Missing Scenarios Identified

Scenario_1: Workflow progress indicator behavior when application is in different stages (Site Inspection, Approval, etc.)

Type: Edge Case
Rationale: User story shows workflow must accurately reflect current stage regardless of position
Priority: P1

Scenario_2: Workflow indicator responsiveness during stage transitions

Type: Integration
Rationale: Real-time updates critical for operational efficiency
Priority: P1

Test Case 2: Verify Application Countdown Timer and SLA Tracking

Test Case Metadata

Test Case ID: CIS01US04_TC_002
Title: Verify application countdown timer displays time remaining and SLA status tracking with real-time updates
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Business-Logic, Real-time-Updates, MOD-Consumer-Onboarding, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product/QA/Quality-Dashboard/Performance-Metrics/Customer-Segment-Analysis, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, SLA-Tracking, 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: Low
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of SLA tracking display
Integration_Points: SLA-Engine, Timer-Service, CxServices
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, Performance-Metrics, Customer-Segment-Analysis, User-Acceptance, Module-Coverage
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC002 - Countdown timer display, Business Rule: Processing deadline tracking
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_001, CIS01US04_TC_017

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: SLA Engine, Timer Service, Consumer Onboarding Module
Performance_Baseline: < 1 second timer updates
Data_Requirements: Application with defined SLA deadline

Prerequisites

Setup_Requirements: Application with active SLA deadline configured
User_Roles_Permissions: Customer Executive role
Test_Data: Application: NCA-2025-001234, SLA Due: Within 24 hours, Expected Time Remaining: 13:00:00
Prior_Test_Cases: CIS01US04_TC_001 - Workflow display verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access application detail view for NCA-2025-001234	Application loads with SLA tracking section in top right	Application: NCA-2025-001234, Consumer: disco deewane	Pre-condition established
2	Locate SLA Status section in top right	Section displays with three fields: "SLA Status", "SLA Due Date", "Time Remaining"	N/A	Layout verification
3	Verify SLA Status display	Shows current status as "On Time", "At Risk", or "Overdue" with appropriate color coding	Expected: "On Time" (green indicator)	Status classification
4	Verify SLA Due Date display	Shows "N/A" for applications without deadline or specific date "YYYY-MM-DD" format	Expected: "N/A" or valid date format	Due date display
5	Verify Time Remaining format	Displays countdown in "HH:MM:SS" format or "X days remaining" for longer periods	Expected: "13:00:00" format	Timer format validation
6	Wait 1 minute and observe timer	Time remaining decreases by 1 minute, showing "12:59:XX"	Previous: "13:00:00", Expected: "12:59:XX"	Real-time countdown
7	Refresh browser page	Timer maintains accurate countdown after page refresh	N/A	Persistence verification
8	Verify SLA status color coding	"On Time" = Green, "At Risk" = Yellow, "Overdue" = Red	Status: "On Time" = Green indicator	Visual status indicators
9	Test with application nearing deadline	SLA Status changes to "At Risk" when within 2 hours of deadline	Time Remaining: < 2 hours, Expected Status: "At Risk"	Status transition logic
10	Verify timer precision	Countdown updates every minute with accurate time calculation	N/A	Timer accuracy validation

Verification Points

Primary_Verification: Countdown timer displays correct format and updates in real-time
Secondary_Verifications: SLA status accuracy, color coding, persistence after refresh
Negative_Verification: Timer never shows negative values or incorrect calculations

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: Medium
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: CIS01US04_TC_001
Blocked_Tests: SLA reporting tests
Parallel_Tests: Information panel tests
Sequential_Tests: Status update tests

Additional Information

Notes: Critical for SLA compliance and operational efficiency
Edge_Cases: Applications with expired deadlines, applications without SLA
Risk_Areas: Timer synchronization, server time accuracy
Security_Considerations: SLA data integrity

Missing Scenarios Identified

Scenario_1: SLA timer behavior when application moves between workflow stages

Type: Business Logic
Rationale: Each stage may have different SLA requirements
Priority: P1

Scenario_2: Timer behavior during system maintenance or server time changes

Type: Edge Case
Rationale: System reliability during maintenance windows
Priority: P2

Test Case 3: Verify Information Panels Display and Data Accuracy

Test Case Metadata

Test Case ID: CIS01US04_TC_003
Title: Verify three information panels display Contact Information, Account Information, and Application Details with complete data
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, UI, Data-Display, Address-Management, MOD-Consumer-Onboarding, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product/QA/Quality-Dashboard/Module-Coverage/User-Acceptance, Customer-All, Risk-Low, Business-High, Revenue-Impact-Medium, Data-Integrity, Happy-Path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of information panel display
Integration_Points: Customer-Database, Address-Service, CxServices
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance, Customer-Segment-Analysis, Data-Integrity-Reports
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC003 - Information panels display, AC014 - Address separation
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_014, CIS01US04_TC_018

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Customer Database, Address Service, Consumer Management
Performance_Baseline: < 2 seconds data load
Data_Requirements: Complete customer record with addresses

Prerequisites

Setup_Requirements: Customer record with complete contact and account information
User_Roles_Permissions: Customer Executive role
Test_Data: Consumer: disco deewane, Email: disco@yopmail.com, Phone: 23456789765, Consumer Number: Con71
Prior_Test_Cases: CIS01US04_TC_001 - Application access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access application detail view for disco deewane	Application loads with three information panels displayed horizontally	Consumer: disco deewane, Application: NCA-2025-001234	Panel layout verification
2	Verify Contact Information panel header and color	Panel displays with blue header background and title "Contact Information"	Header Color: Blue (#007bff or similar)	Panel identification
3	Verify Contact Information email field	Email displays as "disco@yopmail.com" with proper formatting	Email: disco@yopmail.com	Email data validation
4	Verify Contact Information phone field	Phone number displays as "23456789765" with consistent formatting	Phone: 23456789765	Phone data validation
5	Verify Service Address format in Contact Information	Complete address: "Oceania, Samoa, Upolu, Upolu, Urban Central, U04 Alaoa, U04-DMA02-Alaoa, U04-DMA02-V-Alaoa, U04-DMA02-V-VAIALA-B1"	Service Address: Full Samoa address format	Service location data
6	Verify Billing Address format in Contact Information	Complete billing address displayed separately with same detailed format	Billing Address: Same format as service address	Billing location data
7	Verify Account Information panel header and color	Panel displays with green header background and title "Account Information"	Header Color: Green (#28a745 or similar)	Panel identification
8	Verify Consumer Number in Account Information	Displays "Con71" as consumer identifier	Consumer Number: Con71	Account identification
9	Verify Category and Sub Category in Account Information	Category: "Industrial", Sub Category: "Agro Agencies"	Category: Industrial, Sub Category: Agro Agencies	Service classification
10	Verify Connection Date and Plan in Account Information	Connection Date: "2025-07-30", Plan: "Business Variable Plan"	Connection Date: 2025-07-30, Plan: Business Variable Plan	Service details
11	Verify Application Details panel header and color	Panel displays with orange header background and title "Application Details"	Header Color: Orange (#fd7e14 or similar)	Panel identification
12	Verify Application Details metadata	Created On: "2025-07-30", Created By: "Bynry Support", Updated On: current, Last Updated By: current user	Creation: 2025-07-30 by Bynry Support	Audit trail data

Verification Points

Primary_Verification: All three panels display with correct headers, colors, and complete data
Secondary_Verifications: Data accuracy, formatting consistency, proper field labels
Negative_Verification: No missing fields, truncated data, or formatting inconsistencies

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: CIS01US04_TC_001
Blocked_Tests: Address validation tests
Parallel_Tests: Document display tests
Sequential_Tests: Data update tests

Additional Information

Notes: Foundation for all customer information display
Edge_Cases: Missing contact information, incomplete addresses
Risk_Areas: Data synchronization, address format consistency
Security_Considerations: PII data protection, role-based data visibility

Missing Scenarios Identified

Scenario_1: Panel display with missing or incomplete customer data

Type: Edge Case
Rationale: System must handle data gaps gracefully
Priority: P2

Scenario_2: Panel responsiveness and layout on different screen resolutions

Type: UI Compatibility
Rationale: Ensure consistent experience across desktop resolutions
Priority: P3

Test Case 4: Verify Required Documents Section and Document Management

Test Case Metadata

Test Case ID: CIS01US04_TC_004
Title: Verify Required Documents section displays document list with verification status and document count tracking
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Document-Management, File-Operations, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Engineering/Quality-Dashboard/Module-Coverage, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Document-Workflow, 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: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of document display and tracking
Integration_Points: Document-Storage, File-Service, CxServices
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, Module-Coverage, Engineering, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC004 - Required Documents display, Business Rule: Document verification before progression
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_005, CIS01US04_TC_007, CIS01US04_TC_015

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Document Storage Service, File Management API, Consumer Onboarding Module
Performance_Baseline: < 2 seconds document list load
Data_Requirements: Application with uploaded documents

Prerequisites

Setup_Requirements: Application with sample documents uploaded
User_Roles_Permissions: Customer Executive role with document access
Test_Data: Application: NCA-2025-001234, Document: Verification Docs, Upload Date: 2025-07-30
Prior_Test_Cases: CIS01US04_TC_001 - Application Review tab access

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Application Review tab in workflow	Application Review tab becomes active and displays content	Tab: Application Review	Tab navigation
2	Locate Required Documents section	Section displays with header "Required Documents" and subtitle "Verify each document before proceeding"	N/A	Section identification
3	Verify document verification summary display	Summary shows "0 verified", "0 rejected", "1 pending" with appropriate icons	Summary: "✓ 0 verified ✗ 0 rejected 1 pending"	Status summary
4	Verify document list structure	Document entry shows: Name "Verification Docs", Upload date "Uploaded on 2025-07-30", Status "Pending"	Document: Verification Docs, Date: 2025-07-30, Status: Pending	Document metadata
5	Verify document status indicator	Pending status displays with yellow warning icon	Status Icon: (yellow warning)	Visual status indicator
6	Verify document count display	Shows "Showing 1 of 1 documents" at bottom of document list	Count Display: "Showing 1 of 1 documents"	Document count tracking
7	Verify document action buttons availability	Each document row shows "Verify", "Reject", and "View" buttons	Buttons: Verify (green), Reject (red), View (blue)	Action button availability
8	Verify Upload functionality presence	Upload button or link visible for adding additional documents	N/A	Upload capability
9	Verify Download All functionality	"Download All" button visible for batch document download	N/A	Batch download option
10	Test document list responsiveness	Document list displays properly and scrolls if multiple documents present	N/A	UI responsiveness

Verification Points

Primary_Verification: Required Documents section displays correctly with document list and status tracking
Secondary_Verifications: Status icons, upload dates, action buttons, document count accuracy
Negative_Verification: No duplicate documents, missing status indicators, or broken action buttons

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: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CIS01US04_TC_001
Blocked_Tests: Document verification workflow tests
Parallel_Tests: Application review panel tests
Sequential_Tests: Document verification action tests

Additional Information

Notes: Foundation for document verification workflow
Edge_Cases: Applications with no documents, maximum document limits
Risk_Areas: Document storage integrity, file access permissions
Security_Considerations: Document access control, PII protection in documents

Missing Scenarios Identified

Scenario_1: Document list behavior with multiple document types (Identity Proof, Property Ownership, Utility Bill, Application Form)

Type: Functional Coverage
Rationale: User story mentions 4 core document types requiring verification
Priority: P1

Scenario_2: Document list performance with large numbers of uploaded documents

Type: Performance
Rationale: System scalability for complex applications
Priority: P2

Test Case 21: Verify KPI Dashboard Display and Calculations

Test Case Metadata

Test Case ID: CIS01US04_TC_021
Title: Verify KPI dashboard displays pending applications, daily approvals, processing time, and rejection rate calculations
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Dashboard
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, KPI-Dashboard, Analytics, Business-Intelligence, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Engineering/Performance-Metrics/Revenue-Impact-Tracking, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Dashboard-Analytics, 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: High
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of KPI dashboard functionality
Integration_Points: Analytics-Engine, Database, Reporting-Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/Engineering
Report_Categories: Performance-Metrics, Revenue-Impact-Tracking, Quality-Dashboard, Engineering, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Business Rule: KPI dashboard for landing page, Sample calculation methods provided
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_020

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Analytics Engine, Database, Consumer Onboarding Module
Performance_Baseline: < 3 seconds dashboard load
Data_Requirements: Historical application data for calculations

Prerequisites

Setup_Requirements: Historical application data with various statuses and dates
User_Roles_Permissions: Customer Executive or Utility Administrator role
Test_Data: Multiple applications: A001, A002, A003 with completion dates, Sample calculation data provided
Prior_Test_Cases: Authentication and module access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Consumer Onboarding landing page/dashboard	Dashboard loads with KPI cards section at top	URL: Consumer Onboarding main page	Dashboard access
2	Verify "Applications Pending" KPI card	Card displays count of applications with "pending" status	Expected: Number of pending applications	Pending count validation
3	Verify "Approved Today" KPI card	Card shows count of applications approved on current date	Expected: Count of today's approvals	Daily approval tracking
4	Verify "Avg Processing Time" KPI card display	Card shows average processing time in days format	Example: 5.33 days based on sample data	Processing time calculation
5	Verify Processing Time calculation logic	Based on (Completion Date - Submission Date) average: A001: 5 days, A002: 5 days, A003: 6 days = 5.33 days average	Test Data: A001(Jan1-Jan6=5days), A002(Jan2-Jan7=5days), A003(Jan3-Jan9=6days)	Calculation verification
6	Verify "Rejection Rate" KPI card display	Card shows rejection percentage with % symbol	Expected: (rejected applications / total applications) × 100	Rejection rate calculation
7	Test KPI real-time updates	Create new application and verify KPI counts update	New Application: NCA-2025-001235	Real-time data refresh
8	Verify KPI card visual design	Cards display with appropriate icons, colors, and formatting	N/A	Visual consistency
9	Test KPI card responsiveness	Cards maintain layout and readability at desktop resolution	Screen: 1920x1080 desktop	Responsive design
10	Verify KPI data accuracy with database	Cross-reference displayed numbers with actual database counts	N/A	Data integrity validation

Verification Points

Primary_Verification: All four KPI cards display accurate calculations and real-time data
Secondary_Verifications: Visual design consistency, calculation accuracy, real-time updates
Negative_Verification: No incorrect calculations, missing KPIs, or stale data

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: Medium
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: User authentication, data setup
Blocked_Tests: Performance reporting tests
Parallel_Tests: Application list view tests
Sequential_Tests: Analytics reporting tests

Additional Information

Notes: Critical for operational visibility and performance monitoring
Edge_Cases: Zero applications, all applications same status, date range variations
Risk_Areas: Calculation accuracy, data synchronization, performance with large datasets
Security_Considerations: Aggregated data access control

Missing Scenarios Identified

Scenario_1: KPI calculations with date range filtering and historical trends

Type: Business Intelligence
Rationale: Operational teams need historical performance analysis
Priority: P2

Scenario_2: KPI performance with large datasets (1000+ applications)

Type: Performance
Rationale: System scalability for high-volume utilities
Priority: P2

Test Case 5: Verify Document Verification Actions (Verify/Reject/View)

Test Case Metadata

Test Case ID: CIS01US04_TC_005
Title: Verify users can mark documents as Verify or Reject with View capability and real-time status updates
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path/Negative, Consumer/Onboarding, Document-Management, API, Business-Logic, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering/Product/QA/Quality-Dashboard/Module-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Document-Verification, 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: High
Complexity_Level: Medium
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of document verification actions
Integration_Points: Document-Storage, Verification-Service, CxServices
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering/Product/QA
Report_Categories: Quality-Dashboard, Module-Coverage, Engineering, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC005 - Document verification actions with individual buttons
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_004, CIS01US04_TC_007, CIS01US04_TC_016

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Document Storage, Verification Service, Audit System
Performance_Baseline: < 1 second verification action
Data_Requirements: Application with pending documents for verification

Prerequisites

Setup_Requirements: Application with uploaded documents in pending status
User_Roles_Permissions: Customer Executive role with document verification access
Test_Data: Application: NCA-2025-001234, Document: Verification Docs, Status: Pending
Prior_Test_Cases: CIS01US04_TC_004 - Document display verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access Application Review tab with pending documents	Document list displays with "Verification Docs" in pending status	Document: Verification Docs, Status: Pending (icon)	Initial document state
2	Locate action buttons for pending document	Three action buttons visible: "Verify" (green), "Reject" (red), "View" (blue)	Buttons: Verify, Reject, View	Action availability
3	Click "View" button for document review	Document opens in viewer/new tab for content review	Document: Verification Docs opens for review	Document access
4	Return to application and click "Verify" button	Document status immediately changes to "Verified" with green checkmark (✓)	Status: Pending → Verified (✓), Icon: Green checkmark	Positive verification
5	Verify verification summary update	Summary updates to "1 verified, 0 rejected, 0 pending" in real-time	Summary: "✓ 1 verified ✗ 0 rejected 0 pending"	Real-time count update
6	Upload additional document for rejection testing	New document appears in pending status	New Document: Additional test document, Status: Pending	Additional test data
7	Click "Reject" button for new document	Rejection reason dialog/prompt appears	Dialog: "Please provide rejection reason"	Rejection workflow
8	Enter rejection reason and confirm	Document status changes to "Rejected" with red X (✗) icon	Reason: "Document quality insufficient", Status: Rejected (✗)	Rejection completion
9	Verify updated verification summary	Summary shows "1 verified, 1 rejected, 0 pending"	Summary: "✓ 1 verified ✗ 1 rejected 0 pending"	Final count verification
10	Test verification action audit logging	Check timeline/notes for verification actions with user attribution	Audit: "Chris Scott - Customer Service Engineer verified/rejected documents"	User action logging
11	Verify Requirements Checklist update	"All documents verified" remains unchecked due to rejection	Checklist: □ All documents verified (due to rejection)	Requirements impact
12	Test re-verification after document re-upload	Re-upload rejected document, verify can be processed again	Re-upload: Replace rejected document, Action: Verify again	Document reprocessing

Verification Points

Primary_Verification: Verify, Reject, and View buttons function correctly with real-time status updates
Secondary_Verifications: Summary counts update, audit trail creation, requirements checklist impact
Negative_Verification: Cannot verify already verified documents without proper workflow, rejection requires reason

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: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CIS01US04_TC_004 - Document display
Blocked_Tests: Requirements checklist validation tests
Parallel_Tests: Audit trail tests
Sequential_Tests: Application acceptance tests

Additional Information

Notes: Core functionality for document-based workflow progression
Edge_Cases: Multiple rapid verification actions, network interruption during verification
Risk_Areas: Document verification state consistency, audit trail accuracy
Security_Considerations: Document access permissions, verification action authorization

Missing Scenarios Identified

Scenario_1: Bulk document verification actions for multiple documents

Type: Efficiency Enhancement
Rationale: Processing multiple documents simultaneously improves workflow efficiency
Priority: P3

Scenario_2: Document verification with conditional requirements based on document type

Type: Business Logic
Rationale: Different document types may have different verification criteria
Priority: P2

Test Case 6: Verify Document Upload and Download Functionality

Test Case Metadata

Test Case ID: CIS01US04_TC_006
Title: Verify document upload dates display correctly and Upload/Download All functionality works properly
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Document-Management, File-Operations, Upload-Download, MOD-Consumer-Onboarding, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Quality-Dashboard/User-Acceptance/Module-Coverage, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, File-Management, Happy-Path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of document upload/download operations
Integration_Points: Document-Storage, File-Service, Security-Scanner
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, User-Acceptance, Module-Coverage, Customer-Segment-Analysis, Performance-Metrics
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC006 - Document upload dates and batch operations
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_004, CIS01US04_TC_005

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Document Storage Service, File Processing Service, Security Scanner
Performance_Baseline: < 30 seconds for file upload, < 10 seconds for download
Data_Requirements: Test documents in various formats (PDF, JPG, PNG)

Prerequisites

Setup_Requirements: Document storage service configured with security scanning
User_Roles_Permissions: Customer Executive role with document management access
Test_Data: Test files: sample_document.pdf, identity_proof.jpg, utility_bill.png
Prior_Test_Cases: CIS01US04_TC_004 - Document section access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access Required Documents section	Document list displays with existing documents and upload dates	Existing: "Verification Docs, Uploaded on 2025-07-30"	Initial state verification
2	Verify upload date format consistency	All documents show "Uploaded on YYYY-MM-DD" format	Format: "Uploaded on 2025-07-30"	Date format validation
3	Locate "Upload" button or functionality	Upload option visible in documents section	Button/Link: "Upload" or "Add Document"	Upload availability
4	Click Upload button	File selection dialog opens with supported file types	Dialog: File picker with PDF, JPG, PNG filters	Upload interface
5	Select valid PDF document file	File uploads successfully with progress indicator	File: sample_document.pdf (2MB)	PDF upload test
6	Verify new document appears in list	Uploaded document appears with current date	New Entry: "Sample Document, Uploaded on 2025-08-12"	Upload confirmation
7	Test image file upload (JPG)	Image file uploads and appears in document list	File: identity_proof.jpg (1.5MB)	Image upload test
8	Test file size validation	Large files (over limit) show appropriate error message	File: large_file.pdf (>10MB), Error: "File size exceeds limit"	Size validation
9	Test invalid file type upload	Unsupported file types rejected with clear error	File: document.txt, Error: "File type not supported"	Format validation
10	Locate "Download All" button	Button visible in documents section header or toolbar	Button: "Download All" or "Bulk Download"	Batch download option
11	Click "Download All" button	System initiates download of all documents	Action: Download all documents as ZIP or individual files	Batch download execution
12	Verify download completion	All documents download successfully to local system	Download: ZIP file or multiple files in Downloads folder	Download verification
13	Test individual document download	Click on document name/link to download single file	Document: Click "Verification Docs", Downloads: Single PDF file	Individual download
14	Verify downloaded file integrity	Downloaded files open correctly and match uploaded content	Verification: Open downloaded files, Content matches original	File integrity check

Verification Points

Primary_Verification: Upload dates display correctly and both individual and batch download operations work
Secondary_Verifications: File format validation, size limits, download integrity
Negative_Verification: Invalid file types rejected, oversized files blocked

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: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: CIS01US04_TC_004 - Document section access
Blocked_Tests: Document security scanning tests
Parallel_Tests: Document verification tests
Sequential_Tests: Document retention policy tests

Additional Information

Notes: Essential for document lifecycle management
Edge_Cases: Network interruption during upload, concurrent uploads, storage capacity limits
Risk_Areas: File corruption, security scanning delays, storage performance
Security_Considerations: File type validation, virus scanning, secure storage

Missing Scenarios Identified

Scenario_1: Document versioning when re-uploading same document type

Type: Data Management
Rationale: Users may need to replace documents with updated versions
Priority: P3

Scenario_2: Upload progress indication for large files

Type: User Experience
Rationale: Large file uploads need progress feedback for user confidence
Priority: P3

Test Case 7: Verify Document Verification Summary Display

Test Case Metadata

Test Case ID: CIS01US04_TC_007
Title: Verify document verification summary displays real-time status counts with proper visual indicators
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Real-time-Updates, Status-Tracking, UI-Validation, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Quality-Dashboard/Module-Coverage/User-Acceptance, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Status-Summary, 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: Low
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of verification summary display
Integration_Points: Real-time-Updates, Status-Service, UI-Components
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance, Customer-Segment-Analysis, Performance-Metrics
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC007 - Document verification summary with real-time updates
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_005, CIS01US04_TC_004

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Real-time Update Service, Status Management, UI Framework
Performance_Baseline: < 1 second status updates
Data_Requirements: Application with multiple documents in various verification states

Prerequisites

Setup_Requirements: Application with mix of verified, rejected, and pending documents
User_Roles_Permissions: Customer Executive role with document access
Test_Data: Documents: 2 verified, 1 rejected, 1 pending for comprehensive testing
Prior_Test_Cases: CIS01US04_TC_005 - Document verification actions working

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access Required Documents section with mixed document states	Summary displays current counts with appropriate icons	Initial: "✓ 0 verified ✗ 0 rejected 1 pending"	Initial summary state
2	Verify summary positioning	Summary appears prominently at top of documents section	Location: Top of Required Documents section	Visual prominence
3	Verify verified count icon	Green checkmark (✓) icon appears before verified count	Icon: ✓ (green checkmark)	Verified indicator
4	Verify rejected count icon	Red X (✗) icon appears before rejected count	Icon: ✗ (red X)	Rejected indicator
5	Verify pending count icon	Yellow warning icon appears before pending count	Icon: (yellow warning)	Pending indicator
6	Verify one document	Click Verify on pending document, summary immediately updates	Action: Verify document, Update: "✓ 1 verified ✗ 0 rejected 0 pending"	Real-time verified update
7	Upload new document to create pending state	Summary updates to show new pending count	Upload: New document, Update: "✓ 1 verified ✗ 0 rejected 1 pending"	Dynamic pending increment
8	Reject the new document	Summary updates to show rejection count	Action: Reject document, Update: "✓ 1 verified ✗ 1 rejected 0 pending"	Real-time rejected update
9	Upload multiple documents simultaneously	Pending count increases appropriately for all uploads	Upload: 2 documents, Update: "✓ 1 verified ✗ 1 rejected 2 pending"	Multiple document handling
10	Verify documents in quick succession	Summary updates smoothly without delays or incorrect counts	Actions: Quick verify/reject sequence, Updates: Accurate real-time counts	Rapid action handling
11	Refresh page and verify summary persistence	Summary shows correct counts after page refresh	Refresh: Browser refresh, Result: Counts remain accurate	State persistence
12	Test summary with zero counts	When no documents exist, summary shows all zeros	State: No documents, Summary: "✓ 0 verified ✗ 0 rejected 0 pending"	Empty state handling

Verification Points

Primary_Verification: Document verification summary updates in real-time with accurate counts and proper icons
Secondary_Verifications: Visual icon consistency, positioning, state persistence
Negative_Verification: Counts never show negative values or incorrect totals

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: CIS01US04_TC_005 - Document verification actions
Blocked_Tests: Requirements checklist validation
Parallel_Tests: Document upload/download tests
Sequential_Tests: Application approval workflow tests

Additional Information

Notes: Critical visual feedback for document workflow progress
Edge_Cases: Concurrent document actions, rapid state changes, browser compatibility
Risk_Areas: Real-time update performance, state synchronization
Security_Considerations: Status update authorization, data consistency

Missing Scenarios Identified

Scenario_1: Summary behavior during network connectivity issues

Type: Error Handling
Rationale: System must handle connectivity interruptions gracefully
Priority: P2

Scenario_2: Summary display customization for different user preferences

Type: User Experience
Rationale: Different users may prefer different summary formats
Priority: P4

Test Case 8: Verify Application Review Panel and Requirements Checklist

Test Case Metadata

Test Case ID: CIS01US04_TC_008
Title: Verify Application Review panel displays Requirements Checklist with specific criteria and conditional logic
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Business-Logic, Validation, Requirements-Management, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Engineering/Quality-Dashboard/Module-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Requirements-Checklist, 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: High
Complexity_Level: Medium
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of requirements checklist functionality
Integration_Points: Validation-Engine, Business-Rules, Document-Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, Module-Coverage, Engineering, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC008 - Application Review panel with specific checklist criteria
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_007, CIS01US04_TC_010, CIS01US04_TC_015

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Validation Engine, Business Rules Service, Document Management
Performance_Baseline: < 2 seconds checklist updates
Data_Requirements: Application with documents in various verification states

Prerequisites

Setup_Requirements: Application with document verification capabilities and service location data
User_Roles_Permissions: Customer Executive role with application review access
Test_Data: Application: NCA-2025-001234, Mixed document states for checklist testing
Prior_Test_Cases: CIS01US04_TC_005 - Document verification working

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access Application Review section	Panel displays with "Requirements Checklist" header and description	Section: Application Review, Header: Requirements Checklist	Panel identification
2	Verify "All documents verified" criterion display	Shows checkbox with current status based on document verification	Criterion: □ All documents verified (initially unchecked)	Document criterion
3	Verify "No rejected documents" criterion display	Shows checkbox with current status based on rejection count	Criterion: ✓ No rejected documents (checked if no rejections)	Rejection criterion
4	Verify "Service location verified" criterion display	Shows checkbox with predetermined status	Criterion: ✓ Service location verified (pre-verified status)	Location criterion
5	Test document verification impact on checklist	Verify all pending documents, observe "All documents verified" checkbox update	Action: Verify all documents, Result: ✓ All documents verified	Dynamic checklist update
6	Test document rejection impact on checklist	Reject one document, observe "No rejected documents" checkbox update	Action: Reject document, Result: □ No rejected documents (unchecked)	Rejection impact validation
7	Test checklist completion state	With all criteria met, verify visual indication of completion	State: All criteria checked, Visual: Green indicators or completion message	Completion visualization
8	Verify checklist conditional logic	"All documents verified" only checks when no pending or rejected documents exist	Condition: All verified + no rejected = ✓ All documents verified	Conditional logic
9	Test checklist with mixed document states	With some verified, some rejected, verify checklist reflects accurate state	Mixed State: 2 verified, 1 rejected, Checklist: Mixed completion	Mixed state handling
10	Verify checklist visual design	Checkboxes display with appropriate colors and icons (green ✓, red ✗, gray □)	Visual: Green checkmarks, red X's, gray empty boxes	Visual consistency
11	Test checklist persistence	Page refresh maintains accurate checklist state	Action: Refresh page, Result: Checklist state persists accurately	State persistence
12	Verify checklist influence on workflow progression	Incomplete checklist affects application acceptance capabilities	Incomplete Checklist: Accept button disabled/conditional	Workflow integration

Verification Points

Primary_Verification: Requirements checklist displays three specific criteria with accurate conditional updates
Secondary_Verifications: Visual indicators, conditional logic, workflow integration
Negative_Verification: Checklist items only check when actual criteria are satisfied

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: CIS01US04_TC_005 - Document verification
Blocked_Tests: Application acceptance workflow
Parallel_Tests: Payment validation tests
Sequential_Tests: Workflow progression tests

Additional Information

Notes: Gate-keeping mechanism for workflow progression
Edge_Cases: Rapid document state changes, concurrent user actions
Risk_Areas: Business logic accuracy, real-time updates
Security_Considerations: Checklist validation integrity, user action authorization

Missing Scenarios Identified

Scenario_1: Checklist behavior with different application types or categories

Type: Business Logic
Rationale: Different application categories may have different requirements
Priority: P2

Scenario_2: Checklist customization based on utility administrator configuration

Type: Configuration Management
Rationale: Requirements may vary by organization or region
Priority: P3

Test Case 9: Verify Payment Details Section Display

Test Case Metadata

Test Case ID: CIS01US04_TC_009
Title: Verify Payment Details section displays amount, payment type, mode, status, and date with proper formatting
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding/Billing, Payment-Processing, Financial-Display, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Quality-Dashboard/Revenue-Impact-Tracking/Customer-Segment-Analysis, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Payment-Information, 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: High
Complexity_Level: Low
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of payment details display
Integration_Points: Payment-System, Billing-Service, Financial-Database
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, Revenue-Impact-Tracking, Customer-Segment-Analysis, User-Acceptance, Module-Coverage
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC009 - Payment Details section with all specified fields
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_019, CIS01US04_TC_033

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Payment System, Billing Service, Financial Database
Performance_Baseline: < 2 seconds payment data load
Data_Requirements: Application with complete payment information

Prerequisites

Setup_Requirements: Application with payment details configured
User_Roles_Permissions: Customer Executive role with payment information access
Test_Data: Application: NCA-2025-001234, Amount: $4500.00, Type: Registration, Mode: Cash, Status: CREDIT, Date: 2025-07-31
Prior_Test_Cases: CIS01US04_TC_008 - Application Review panel access

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access Application Review panel	Panel displays with Payment Details section visible	Section: Payment Details in Application Review	Section identification
2	Verify Payment Details section header	Section shows "Payment Details" header with payment card icon	Header: "Payment Details" with or similar icon	Section identification
3	Verify Amount field display	Shows payment amount with proper currency formatting	Amount: $4500.00 (with $ symbol and decimal places)	Currency formatting
4	Verify Payment Type field display	Shows payment category/purpose	Payment Type: Registration	Payment categorization
5	Verify Payment Mode field display	Shows payment method used	Payment Mode: Cash	Payment method
6	Verify Payment Status field display	Shows current payment processing status	Payment Status: CREDIT	Status indication
7	Verify Payment Date field display	Shows payment transaction date in proper format	Payment Date: 2025-07-31 (YYYY-MM-DD format)	Date formatting
8	Verify field label consistency	All fields have consistent label formatting and alignment	Labels: Consistent font, size, alignment	UI consistency
9	Test with different payment modes	Change payment mode, verify display updates correctly	Test Modes: Credit Card, Cash, Pay Later	Mode variation testing
10	Test with different payment statuses	Verify different statuses display with appropriate styling	Statuses: PENDING (yellow), CREDIT (green), FAILED (red)	Status styling
11	Verify payment amount formatting with different values	Test various amounts maintain proper currency formatting	Test Amounts: $150.00, $2,850.75, $10,000.00	Amount formatting
12	Test payment details with empty/missing values	Missing payment information shows appropriate placeholders	Missing Data: "Not available" or "Pending" placeholders	Empty state handling

Verification Points

Primary_Verification: Payment Details section displays all required fields with proper formatting and data accuracy
Secondary_Verifications: Currency formatting, date format consistency, status styling
Negative_Verification: No missing payment information or formatting errors

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: Application Review panel access
Blocked_Tests: Payment validation tests
Parallel_Tests: Requirements checklist tests
Sequential_Tests: Payment processing workflow tests

Additional Information

Notes: Critical for financial transparency and compliance
Edge_Cases: Multiple payment attempts, partial payments, currency conversion
Risk_Areas: Payment data accuracy, currency formatting, financial compliance
Security_Considerations: Payment information privacy, PCI compliance

Missing Scenarios Identified

Scenario_1: Payment details display for different currencies (multi-currency support)

Type: Internationalization
Rationale: Global utilities may handle multiple currencies
Priority: P4

Scenario_2: Payment history tracking and multiple payment attempts display

Type: Financial Tracking
Rationale: Complex payments may require multiple attempts or partial payments
Priority: P3

Test Case 10: Verify Primary Action Buttons Functionality

Test Case Metadata

Test Case ID: CIS01US04_TC_010
Title: Verify Accept Application, Request Information, and Reject Application buttons with conditional enabling and proper workflow
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path/Negative, Consumer/Onboarding, Business-Logic, Workflow-Control, Action-Buttons, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering/Product/QA/Quality-Dashboard/Module-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Workflow-Actions, 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: High
Complexity_Level: High
Expected_Execution_Time: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of primary action button functionality
Integration_Points: Workflow-Engine, Validation-Service, Communication-Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering/Product/QA
Report_Categories: Quality-Dashboard, Module-Coverage, Engineering, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC010 - Primary action buttons with conditional enabling
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_008, CIS01US04_TC_015, CIS01US04_TC_025

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Workflow Engine, Validation Service, Communication Service, Status Management
Performance_Baseline: < 3 seconds action processing
Data_Requirements: Application with varying completion states for testing

Prerequisites

Setup_Requirements: Application with configurable completion states for testing
User_Roles_Permissions: Customer Executive role with application approval/rejection authority
Test_Data: Application: NCA-2025-001234, Various completion states for conditional testing
Prior_Test_Cases: CIS01US04_TC_008 - Requirements checklist functionality verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access Application Review with incomplete requirements	"Accept Application" button is disabled/grayed out with visual indication	Incomplete: Some documents pending/rejected, Button: Disabled state	Conditional enabling validation
2	Verify "Request Information" button availability	Button displays as enabled regardless of application completion state	Button: "Request Information" (always enabled)	Always-available functionality
3	Verify "Reject Application" button availability	Button displays as enabled with warning styling (red/orange)	Button: "Reject Application" (enabled, warning color)	Rejection option availability
4	Click "Request Information" button	Opens dialog/form for requesting additional information from customer	Dialog: "Request Additional Information" form	Information request workflow
5	Fill and submit information request	Request is sent, confirmation message appears, timeline updated	Request: "Please provide updated utility bill", Confirmation: "Information request sent"	Communication functionality
6	Complete all requirements checklist items	"Accept Application" button becomes enabled with primary styling (green)	Requirements: All checked, Button: Enabled (green/primary color)	Requirements satisfaction
7	Click enabled "Accept Application" button	Application status changes to "Accepted", workflow progresses to next stage	Status: Pending → Accepted, Next Stage: Site Inspection available	Positive workflow progression
8	Test rejection workflow with new application	Click "Reject Application" button, rejection dialog appears	Dialog: "Reject Application" with reason field	Rejection workflow initiation
9	Enter rejection reason	Text area accepts rejection explanation	Reason: "Incomplete documentation - missing property deed", Required: Yes	Rejection reason capture
10	Submit application rejection	Application status changes to "Rejected", workflow ends	Status: Pending → Rejected, Workflow: Terminated	Rejection completion
11	Verify button state persistence	After page refresh, button states match application completion status	Refresh: Page reload, State: Buttons reflect current completion	State persistence
12	Test button accessibility	Buttons have proper tooltips and keyboard navigation support	Tooltip: "Complete all requirements to accept", Keyboard: Tab navigation	Accessibility validation

Verification Points

Primary_Verification: All three primary action buttons function correctly with proper conditional enabling
Secondary_Verifications: Visual styling, state persistence, workflow progression, communication features
Negative_Verification: Cannot accept without meeting requirements, rejection requires reason

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: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CIS01US04_TC_008 - Requirements checklist
Blocked_Tests: Workflow progression tests
Parallel_Tests: Status management tests
Sequential_Tests: Site inspection workflow tests

Additional Information

Notes: Critical decision points in application processing workflow
Edge_Cases: Rapid button clicking, concurrent user actions, network interruption during action
Risk_Areas: Workflow state consistency, action authorization, data integrity
Security_Considerations: Action authorization, audit trail, role-based permissions

Missing Scenarios Identified

Scenario_1: Bulk action capabilities for processing multiple applications simultaneously

Type: Efficiency Enhancement
Rationale: High-volume operations may benefit from bulk processing
Priority: P3

Scenario_2: Action confirmation and undo capabilities for critical decisions

Type: Error Prevention
Rationale: Accidental rejections or approvals need recovery mechanisms
Priority: P2

Test Case 11: Verify Application Notes Section Functionality

Test Case Metadata

Test Case ID: CIS01US04_TC_011
Title: Verify Application Notes section enables team communication with timestamp tracking and user attribution
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Communication, Audit-Trail, Team-Collaboration, MOD-Consumer-Onboarding, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Quality-Dashboard/User-Acceptance/Module-Coverage, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Team-Communication, Happy-Path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of application notes functionality
Integration_Points: Notes-Service, User-Management, Audit-System
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, User-Acceptance, Module-Coverage, Customer-Segment-Analysis, Performance-Metrics
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC011 - Application Notes section for team communication
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_016, CIS01US04_TC_018

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Notes Service, User Management, Audit System
Performance_Baseline: < 2 seconds note creation
Data_Requirements: Application with user context for note attribution

Prerequisites

Setup_Requirements: Application accessible with note-taking functionality enabled
User_Roles_Permissions: Customer Executive role with notes access
Test_Data: Application: NCA-2025-001234, User: Chris Scott - Customer Service Engineer
Prior_Test_Cases: Application detail view access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Locate Application Notes section	Section displays with header "Application Notes" and subtitle "Team communication and important notes"	Section: Application Notes	Section identification
2	Verify note input interface	Text area with placeholder "Add a note about this application..." and "Add Note" button	Placeholder: "Add a note about this application...", Button: "Add Note"	Input interface
3	Verify empty state message	When no notes exist, displays "No notes have been added yet"	Empty Message: "No notes have been added yet"	Empty state handling
4	Enter note text in input area	Text appears in input field with character limit if applicable	Note Text: "Customer provided additional documentation via email today"	Note input
5	Click "Add Note" button	Note is saved and appears in notes list below input area	Note Added: Appears in chronological list	Note creation
6	Verify note display format	Note shows: user name, timestamp, note content	Format: "Chris Scott - Customer Service Engineer - 2025-08-12 14:30: Note content"	Note formatting
7	Add second note	Second note appears above first note (newest first)	Note 2: "Scheduled follow-up call for tomorrow morning", Order: Newest first	Chronological ordering
8	Verify timestamp accuracy	Note timestamp reflects actual creation time	Timestamp: Current date/time accurate	Time accuracy
9	Test note with different user	Log in as different user, add note, verify different attribution	User: Jane Doe - Supervisor, Note: Different user attribution	Multi-user support
10	Test long note content	Add note with substantial content, verify proper display	Long Note: 200+ character note, Display: Proper wrapping/formatting	Content handling
11	Verify note persistence	Refresh page, notes remain visible and accurate	Refresh: Browser reload, Result: Notes persist	Data persistence
12	Test empty note submission	Attempt to add empty note, appropriate validation	Empty Note: "", Validation: "Note cannot be empty" or button disabled	Input validation

Verification Points

Primary_Verification: Application Notes section allows adding and viewing team communications with proper attribution
Secondary_Verifications: Timestamp accuracy, user attribution, chronological ordering, persistence
Negative_Verification: Cannot add empty notes, character limits enforced if applicable

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: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: User authentication and application access
Blocked_Tests: Advanced collaboration features
Parallel_Tests: Audit trail tests
Sequential_Tests: Team workflow coordination tests

Additional Information

Notes: Enables team coordination and knowledge sharing
Edge_Cases: Very long notes, rapid note creation, concurrent note addition
Risk_Areas: Note data integrity, user attribution accuracy
Security_Considerations: Note access permissions, sensitive information handling

Missing Scenarios Identified

Scenario_1: Note editing and deletion capabilities with audit trail

Type: Functionality Enhancement
Rationale: Teams may need to correct or remove inappropriate notes
Priority: P3

Scenario_2: Note categories or tagging for better organization

Type: Organization Enhancement
Rationale: Complex applications may benefit from categorized communication
Priority: P4

Test Case 12: Verify Timeline Display and Progression

Test Case Metadata

Test Case ID: CIS01US04_TC_012
Title: Verify Timeline displays chronological progression of application stages with accurate status tracking
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Timeline, Audit-Trail, Progress-Tracking, MOD-Consumer-Onboarding, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Quality-Dashboard/User-Acceptance/Module-Coverage, Customer-All, Risk-Low, Business-High, Revenue-Impact-Medium, Timeline-Display, Happy-Path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of timeline display functionality
Integration_Points: Timeline-Service, Status-History, Audit-System
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, User-Acceptance, Module-Coverage, Customer-Segment-Analysis, Performance-Metrics
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC012 - Timeline showing chronological progression
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_001, CIS01US04_TC_025

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Timeline Service, Status History, Audit System
Performance_Baseline: < 2 seconds timeline load
Data_Requirements: Application with progression history through multiple stages

Prerequisites

Setup_Requirements: Application with documented progression through workflow stages
User_Roles_Permissions: Customer Executive role with timeline access
Test_Data: Application: NCA-2025-001234 with historical progression data
Prior_Test_Cases: Application workflow progression documented

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access application with timeline history	Timeline section displays in application detail view	Application: NCA-2025-001234 with progression history	Timeline access
2	Verify timeline section identification	Timeline shows clear header and chronological layout	Header: "Timeline" or "Application Progress"	Section identification
3	Verify "Application submitted" entry	First timeline entry shows application creation	Entry 1: "Application submitted - 2025-07-30 09:30 AM"	Initial submission
4	Verify "Document verification" entry	Timeline shows document review status	Entry 2: "Document verification - Completed 2025-07-30 02:30 PM"	Document processing
5	Verify "Site inspection" entry status	Timeline shows inspection status (Pending/Completed)	Entry 3: "Site inspection (Pending)" or "Site inspection - Completed"	Inspection tracking
6	Verify "Final approval" entry status	Timeline shows approval status (Pending/Completed)	Entry 4: "Final approval (Pending)" or "Final approval - Completed"	Approval tracking
7	Verify chronological order	All timeline entries appear in correct time sequence (oldest to newest or reverse)	Order: Submission → Documentation → Inspection → Approval	Chronological accuracy
8	Verify entry formatting consistency	Each entry shows consistent format: Stage - Status - Date/Time	Format: "Stage Name - Status - YYYY-MM-DD HH:MM"	Format consistency
9	Test timeline updates with application progression	Progress application to next stage, verify timeline updates	Action: Complete document verification, Timeline: Updates with completion entry	Dynamic updates
10	Verify completed vs pending visual indicators	Completed stages show different styling than pending stages	Visual: Completed (green ✓), Pending (gray or different styling)	Status visualization
11	Test timeline with application rejection	Reject application, verify rejection appears in timeline	Action: Reject application, Timeline: "Application rejected - Date/Time - Reason"	Rejection tracking
12	Verify timeline persistence and accuracy	Timeline data persists after page refresh and matches actual progression	Refresh: Page reload, Result: Timeline accuracy maintained	Data persistence

Verification Points

Primary_Verification: Timeline displays all application stages in chronological order with accurate status tracking
Secondary_Verifications: Entry formatting, visual indicators, real-time updates, persistence
Negative_Verification: No duplicate entries, incorrect timestamps, or out-of-order progression

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: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Application workflow progression
Blocked_Tests: Historical reporting tests
Parallel_Tests: Audit trail tests
Sequential_Tests: Status transition validation tests

Additional Information

Notes: Provides historical context and progress visibility
Edge_Cases: Long timeline histories, rapid status changes, concurrent updates
Risk_Areas: Timeline accuracy, data synchronization
Security_Considerations: Timeline data integrity, historical record preservation

Missing Scenarios Identified

Scenario_1: Timeline export functionality for historical reporting

Type: Reporting Enhancement
Rationale: Historical data may be needed for compliance or analysis
Priority: P4

Scenario_2: Timeline filtering and search capabilities for long histories

Type: User Experience
Rationale: Complex applications may have extensive timelines requiring navigation
Priority: P4

Test Case 13: Verify Consumer Number Auto-Generation

Test Case Metadata

Test Case ID: CIS01US04_TC_013
Title: Verify system auto-generates Consumer Numbers in APP-YYYYMMDD-XXX format with sequential numbering
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Auto-Generation, Business-Logic, Data-Integrity, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering/Product/Quality-Dashboard/Module-Coverage/User-Acceptance, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, ID-Generation, Happy-Path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of consumer number generation
Integration_Points: ID-Generation-Service, Database, Sequence-Management
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering/Product
Report_Categories: Quality-Dashboard, Module-Coverage, Engineering, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC013 - Consumer Number auto-generation in specific format
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_003, CIS01US04_TC_030

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: ID Generation Service, Database, Sequence Management System
Performance_Baseline: < 1 second ID generation
Data_Requirements: Clean sequence counters for testing

Prerequisites

Setup_Requirements: ID generation service configured with proper sequence management
User_Roles_Permissions: Customer Executive role with application creation access
Test_Data: Multiple new applications for sequence testing
Prior_Test_Cases: Application creation functionality verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Create new application for consumer number testing	New application created with auto-generated consumer number	New Application: Fresh application creation	ID generation trigger
2	Verify consumer number format structure	Consumer Number follows exact format: APP-YYYYMMDD-XXX	Expected Format: APP-20250812-001	Format validation
3	Verify date component accuracy	YYYYMMDD portion matches application creation date exactly	Creation Date: 2025-08-12, Expected: APP-20250812-XXX	Date accuracy
4	Verify sequence component	XXX portion starts with 001 for first application of the day	First Application: APP-20250812-001	Initial sequence
5	Create second application on same date	Second application gets incremented sequence number	Second Application: APP-20250812-002	Sequential increment
6	Create third application on same date	Third application continues sequence properly	Third Application: APP-20250812-003	Continued sequence
7	Verify consumer number uniqueness	Each generated number is unique across all applications	Check: No duplicate consumer numbers exist	Uniqueness validation
8	Verify consumer number persistence	Consumer number remains unchanged after application creation	Original: APP-20250812-001, After refresh: Same number	Immutability check
9	Check consumer number display in Account Information	Consumer Number appears correctly in Account Information panel	Display: Consumer Number field shows generated ID	Display verification
10	Test consumer number with different date	Create application on different date, verify date component changes	Different Date: 2025-08-13, Expected: APP-20250813-001	Date variation
11	Verify sequence reset for new date	New date starts sequence from 001 again	New Date Sequence: APP-20250813-001 (reset to 001)	Daily sequence reset
12	Test high-volume sequence handling	Create multiple applications rapidly, verify sequence integrity	Rapid Creation: 10 applications, Sequence: 001-010 without gaps	Volume testing

Verification Points

Primary_Verification: Consumer Numbers auto-generate in correct APP-YYYYMMDD-XXX format with proper sequencing
Secondary_Verifications: Date accuracy, uniqueness, persistence, display consistency
Negative_Verification: No duplicate numbers, format deviations, or sequence gaps

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: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Application creation functionality
Blocked_Tests: Consumer management integration
Parallel_Tests: Application ID generation tests
Sequential_Tests: Consumer record creation tests

Additional Information

Notes: Critical for customer identification and system integrity
Edge_Cases: System date changes, leap years, system restart impact on sequences
Risk_Areas: Sequence integrity, date handling, high-volume performance
Security_Considerations: ID predictability, uniqueness enforcement

Missing Scenarios Identified

Scenario_1: Consumer number generation during system date/time changes

Type: Edge Case
Rationale: System maintenance or timezone changes may affect date components
Priority: P3

Scenario_2: Consumer number format customization for different utility organizations

Type: Configuration
Rationale: Different utilities may require different numbering schemes
Priority: P4

Test Case 14: Verify Service and Billing Address Display

Test Case Metadata

Test Case ID: CIS01US04_TC_014
Title: Verify system captures and displays service address separately from billing address with complete address details
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Address-Management, Data-Display, Geographic-Data, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Quality-Dashboard/Module-Coverage/User-Acceptance, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Address-Handling, Happy-Path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of address display and management
Integration_Points: Address-Service, GIS-Mapping, Customer-Database
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance, Customer-Segment-Analysis, Performance-Metrics
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC014 - Address separation and display with complete details
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_003, CIS01US04_TC_022

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Address Service, GIS Mapping, Customer Database
Performance_Baseline: < 2 seconds address data load
Data_Requirements: Complete address records with service and billing addresses

Prerequisites

Setup_Requirements: Customer record with complete service and billing address information
User_Roles_Permissions: Customer Executive role with address access
Test_Data: Consumer: disco deewane, Service Address: Complete Samoa format, Billing Address: Same or different
Prior_Test_Cases: CIS01US04_TC_003 - Contact Information panel access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access Contact Information panel	Panel displays with address sections clearly separated	Panel: Contact Information (blue header)	Address section access
2	Verify Service Address section identification	Clear label "Service Address:" followed by complete address	Label: "Service Address:" with bullet point	Service address identification
3	Verify Service Address format completeness	Complete address: "Oceania, Samoa, Upolu, Upolu, Urban Central, U04 Alaoa, U04-DMA02-Alaoa, U04-DMA02-V-Alaoa, U04-DMA02-V-VAIALA-B1"	Full Address: Complete Samoa Water Authority format	Service location detail
4	Verify Billing Address section identification	Clear label "Billing Address:" followed by complete address	Label: "Billing Address:" with bullet point	Billing address identification
5	Verify Billing Address format completeness	Complete billing address with same detailed format structure	Full Billing Address: Same comprehensive format	Billing location detail
6	Verify address format consistency	Both addresses follow identical detailed hierarchical format	Format: Country, Region, District, Locality, Postal codes	Format standardization
7	Test with different service and billing addresses	Verify system handles different addresses for service vs billing	Different Addresses: Service (Samoa), Billing (Different location)	Address independence
8	Verify address field label clarity	Clear visual distinction between "Service Address:" and "Billing Address:" labels	Visual: Bold labels, proper spacing, clear hierarchy	Label differentiation
9	Verify address data completeness	No truncated, missing, or incomplete address components	Completeness: All address components visible	Data completeness
10	Test address display responsiveness	Addresses display properly at desktop resolution without overflow	Resolution: 1920x1080 desktop, Display: Proper text wrapping	Display responsiveness
11	Verify address data accuracy	Displayed addresses match source data exactly	Accuracy: Compare with source customer record	Data accuracy
12	Test address with special characters	Addresses with apostrophes, hyphens, accents display correctly	Special Characters: O'Brien St, Saint-Pierre Ave	Character handling

Verification Points

Primary_Verification: Service and billing addresses display separately with complete, properly formatted details
Secondary_Verifications: Format consistency, label clarity, data completeness, special character handling
Negative_Verification: Addresses don't get mixed, truncated, or display with formatting errors

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: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CIS01US04_TC_003 - Contact Information panel
Blocked_Tests: GIS integration tests
Parallel_Tests: Customer information validation tests
Sequential_Tests: Service location verification tests

Additional Information

Notes: Foundation for service delivery and billing accuracy
Edge_Cases: Very long addresses, international addresses, incomplete address data
Risk_Areas: Address data synchronization, format consistency
Security_Considerations: Address data privacy, location information security

Missing Scenarios Identified

Scenario_1: Address validation and geocoding integration with GIS systems

Type: Integration Enhancement
Rationale: Address accuracy critical for service delivery
Priority: P2

Scenario_2: Address format localization for different regions/countries

Type: Internationalization
Rationale: Global utilities may need different address formats
Priority: P4

Test Case 15: Verify Workflow Stage Progression Control

Test Case Metadata

Test Case ID: CIS01US04_TC_015
Title: Verify system prevents progression to next workflow stage until current stage requirements are satisfied
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional/Negative
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Negative, Consumer/Onboarding, Business-Logic, Validation, Workflow-Control, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering/Product/QA/Quality-Dashboard/Module-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Progression-Control, Negative-Testing

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: High
Complexity_Level: High
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of workflow progression control
Integration_Points: Workflow-Engine, Validation-Service, Business-Rules
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering/Product/QA
Report_Categories: Quality-Dashboard, Module-Coverage, Engineering, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC015 - Workflow progression control and validation
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_001, CIS01US04_TC_008, CIS01US04_TC_010

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Workflow Engine, Validation Service, Business Rules Engine
Performance_Baseline: < 1 second validation response
Data_Requirements: Application in various completion states for testing

Prerequisites

Setup_Requirements: Application with configurable completion states for testing workflow control
User_Roles_Permissions: Customer Executive role with workflow access
Test_Data: Application: NCA-2025-001234 in various completion states
Prior_Test_Cases: CIS01US04_TC_001 - Workflow progression indicator verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access application with incomplete Application Review	Current stage (Application Review) is active, subsequent stages disabled/grayed	Current: Application Review (active), Next: Site Inspection (disabled)	Initial state validation
2	Attempt to click "Site Inspection" tab with incomplete requirements	Tab click is blocked or shows warning message	Click: Site Inspection tab, Result: No navigation, Warning: "Complete current stage first"	Progression prevention
3	Attempt to click "Approval" tab without completing previous stages	Access prevented with clear error message	Click: Approval tab, Error: "Previous stages must be completed"	Sequential enforcement
4	Try to access "Installation" tab prematurely	System blocks access with appropriate guidance	Click: Installation tab, Block: "Complete all previous stages"	Premature access prevention
5	Attempt to access "Activation" tab without progression	Final stage access prevented with clear messaging	Click: Activation tab, Prevention: "Follow workflow sequence"	Final stage protection
6	Complete Application Review requirements	Verify next stage (Site Inspection) becomes accessible	Complete: All documents verified, Result: Site Inspection tab enabled	Requirements satisfaction
7	Test enabled stage progression	User can now proceed to Site Inspection tab successfully	Navigation: Site Inspection tab accessible and functional	Valid progression
8	Verify continued workflow protection	Subsequent stages (Approval, Installation, Activation) remain protected	Protection: Later stages still disabled until Site Inspection complete	Continued protection
9	Test back navigation	Can navigate back to completed stages without restriction	Back Navigation: Return to Application Review (allowed)	Backward navigation
10	Verify progression indicator updates	Workflow indicator reflects accessible vs protected stages	Indicator: Application Review ✓, Site Inspection (enabled), Others (disabled)	Visual feedback
11	Test workflow protection persistence	Protection rules persist after page refresh	Refresh: Browser reload, Result: Protection rules maintained	State persistence
12	Verify error message clarity	Clear, helpful messages explain why progression is blocked	Error Messages: Specific, actionable guidance for users	User guidance quality

Verification Points

Primary_Verification: System enforces sequential workflow progression and prevents premature stage access
Secondary_Verifications: Clear error messages, visual indicators, state persistence, backward navigation
Negative_Verification: Cannot skip stages, bypass requirements, or access future stages prematurely

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: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CIS01US04_TC_001 - Workflow display
Blocked_Tests: All workflow progression tests
Parallel_Tests: Business rule validation tests
Sequential_Tests: Complete workflow progression tests

Additional Information

Notes: Critical business rule enforcement for process integrity
Edge_Cases: Concurrent user access, rapid progression attempts, session timeouts
Risk_Areas: Business rule consistency, validation logic, user experience
Security_Considerations: Workflow manipulation prevention, authorization validation

Missing Scenarios Identified

Scenario_1: Workflow progression control for different user roles and permissions

Type: Role-Based Security
Rationale: Different users may have different progression authorities
Priority: P1

Scenario_2: Workflow progression recovery after system errors or interruptions

Type: Error Recovery
Rationale: System must handle interruptions gracefully without losing progression state
Priority: P2

Test Case 16: Verify Document Verification Action Logging

Test Case Metadata

Test Case ID: CIS01US04_TC_016
Title: Verify system logs all document verification actions with complete user identification and audit trail
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional/Security
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Audit-Trail, Security, Compliance, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Security, Platform-Web, Report-Engineering/QA/Security-Validation/Quality-Dashboard/Module-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Action-Logging, Audit-Compliance

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of action logging and audit trail
Integration_Points: Audit-System, User-Management, Logging-Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering/QA
Report_Categories: Security-Validation, Engineering, Quality-Dashboard, Module-Coverage, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC016 - Action logging with user identification
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_005, CIS01US04_TC_011, CIS01US04_TC_018

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Audit System, User Management, Logging Service, Database
Performance_Baseline: < 1 second log entry creation
Data_Requirements: User accounts with proper identification for attribution

Prerequisites

Setup_Requirements: Audit logging enabled with proper user session tracking
User_Roles_Permissions: Customer Executive role with document verification authority
Test_Data: User: Chris Scott - Customer Service Engineer, Application: NCA-2025-001234
Prior_Test_Cases: CIS01US04_TC_005 - Document verification actions working

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login with specific user credentials	User identity established and tracked in system	User: Chris Scott - Customer Service Engineer	User identification
2	Perform document verification action	Action logged with complete user identification	Action: Verify "Identity Proof" document	Verification action
3	Check application notes/timeline for log entry	Log shows: "Chris Scott - Customer Service Engineer verified Identity Proof document"	Log Entry: User name, role, action, document type, timestamp	User attribution
4	Verify timestamp accuracy in log	Log entry shows accurate date and time of action	Timestamp: 2025-08-12 14:30:25 (accurate to current time)	Time tracking
5	Perform document rejection action	Rejection logged with user details and reason	Action: Reject "Utility Bill", Reason: "Document quality insufficient"	Rejection logging
6	Verify rejection log entry completeness	Log shows user, action, document, reason, timestamp	Log: "Chris Scott rejected Utility Bill - Document quality insufficient - 2025-08-12 14:32:15"	Complete rejection audit
7	Switch to different user account	Login as different user, verify separate attribution	New User: Jane Doe - Supervisor	Multi-user testing
8	Perform verification action with new user	Action logged with different user identification	Action: Verify document, Attribution: Jane Doe - Supervisor	Different user attribution
9	Verify complete audit trail chronology	All actions show proper sequence with different user attributions	Timeline: Chronological order with proper user identification	Audit trail completeness
10	Test bulk verification actions	Multiple rapid actions logged individually with proper attribution	Actions: Verify 3 documents rapidly, Logs: 3 separate entries with timestamps	Bulk action logging
11	Verify log data persistence	Audit logs persist after session end and system restart	Persistence: Logs remain after logout/login	Data persistence
12	Check log data integrity	Verify logs cannot be modified or deleted by unauthorized users	Integrity: Log entries immutable, secure	Data integrity

Verification Points

Primary_Verification: All document verification actions are logged with complete user identification and timestamps
Secondary_Verifications: Log accuracy, persistence, integrity, chronological order
Negative_Verification: No anonymous actions, missing attributions, or unauthorized log modifications

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: Planned

Test Relationships

Blocking_Tests: CIS01US04_TC_005 - Document verification actions
Blocked_Tests: Compliance reporting tests
Parallel_Tests: User management tests
Sequential_Tests: Audit trail analysis tests

Additional Information

Notes: Critical for regulatory compliance and operational accountability
Edge_Cases: Concurrent actions, system time changes, session timeouts during actions
Risk_Areas: Log data integrity, audit trail completeness, user attribution accuracy
Security_Considerations: Audit log security, unauthorized access prevention, data immutability

Missing Scenarios Identified

Scenario_1: Audit log export and reporting capabilities for compliance audits

Type: Compliance Reporting
Rationale: Regulatory audits may require detailed action logs
Priority: P2

Scenario_2: Audit log retention and archival policies

Type: Data Management
Rationale: Long-term audit data storage and retrieval requirements
Priority: P3

Test Case 17: Verify Real-Time Application Status Updates

Test Case Metadata

Test Case ID: CIS01US04_TC_017
Title: Verify system maintains real-time application status visibility with instant updates across user sessions
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Real-time-Updates, Status-Management, System-Integration, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Quality-Dashboard/Performance-Metrics/Customer-Segment-Analysis, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Status-Synchronization, Happy-Path

Business Context

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

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 9 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of real-time status management
Integration_Points: Real-time-Service, Status-Management, Database-Sync
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, Performance-Metrics, Customer-Segment-Analysis, User-Acceptance, Module-Coverage
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC017 - Real-time status updates and visibility
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_001, CIS01US04_TC_025

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Real-time Service, Status Management, Database Synchronization
Performance_Baseline: < 2 seconds status propagation
Data_Requirements: Application with active status transitions

Prerequisites

Setup_Requirements: Real-time update service configured and active
User_Roles_Permissions: Customer Executive role with status monitoring access
Test_Data: Application: NCA-2025-001234, Initial Status: "Pending Review"
Prior_Test_Cases: Application access and workflow functionality verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access application with initial status	Application displays with "Pending Review" status clearly visible	Application: NCA-2025-001234, Status: "Pending Review"	Initial status display
2	Complete document verification process	Status updates automatically to reflect verification progress	Action: Complete verification, Update: "Documents Verified"	Auto-status update
3	Accept application to progress workflow	Status changes to "Accepted" immediately without manual refresh	Action: Accept Application, Status: "Pending Review" → "Accepted"	Immediate update
4	Progress to Site Inspection stage	Status updates to "Site Inspection Scheduled"	Action: Schedule Inspection, Status: "Accepted" → "Site Inspection Scheduled"	Stage progression update
5	Open same application in second browser tab	Both browser instances show identical current status	Tab 1: "Site Inspection Scheduled", Tab 2: Same status	Multi-session consistency
6	Make status change in first tab	Second tab reflects change without manual refresh	Tab 1: Progress to Approval, Tab 2: Auto-updates to match	Cross-session sync
7	Refresh browser page	Status remains accurate after page refresh	Refresh: Browser F5, Result: Current status persists	Data persistence
8	Check status visibility in application list	Updated status appears correctly in Consumer Onboarding list view	List View: Application shows current status	List view consistency
9	Test rapid status changes	Multiple quick status changes update smoothly without conflicts	Rapid Changes: Quick progression through multiple stages	Rapid update handling
10	Verify status history preservation	Previous statuses maintained in timeline while current status updates	Timeline: Historical statuses preserved, Header: Current status	History vs current
11	Test status with external system updates	Status changes from external integrations (WX Dispatcher) reflect in real-time	External Update: Inspection completion from WX, Status: Auto-updates	External integration sync
12	Verify status display formatting	Status text maintains consistent formatting and readability	Format: Consistent capitalization, spacing, terminology	Display consistency

Verification Points

Primary_Verification: Application status updates in real-time across all user sessions and system views
Secondary_Verifications: Cross-session consistency, persistence, external integration sync, formatting
Negative_Verification: No stale status displays, conflicting information, or synchronization delays

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: Medium
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: Application workflow and status management
Blocked_Tests: Performance monitoring tests
Parallel_Tests: Real-time notification tests
Sequential_Tests: Status synchronization stress tests

Additional Information

Notes: Critical for operational efficiency and user experience
Edge_Cases: Network connectivity issues, high concurrent usage, database synchronization delays
Risk_Areas: Real-time update performance, data consistency, session management
Security_Considerations: Status update authorization, data integrity during updates

Missing Scenarios Identified

Scenario_1: Real-time status updates during network connectivity issues

Type: Error Handling
Rationale: System must handle connectivity interruptions gracefully
Priority: P2

Scenario_2: Status update performance under high concurrent user load

Type: Performance
Rationale: Real-time updates must scale with user volume
Priority: P2

Test Case 18: Verify Audit Information Tracking

Test Case Metadata

Test Case ID: CIS01US04_TC_018
Title: Verify system tracks creation date, creator name, last update date, and updater information with complete accuracy
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Audit-Trail, Compliance, Data-Integrity, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering/QA/Security-Validation/Quality-Dashboard/Module-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Audit-Information, Happy-Path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of audit information tracking
Integration_Points: Audit-System, User-Management, Database-Tracking
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering/QA
Report_Categories: Security-Validation, Quality-Dashboard, Module-Coverage, Engineering, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC018 - Audit information tracking with dates and user attribution
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_003, CIS01US04_TC_016

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Audit System, User Management, Database Tracking Service
Performance_Baseline: < 1 second audit data retrieval
Data_Requirements: Applications with creation and modification history

Prerequisites

Setup_Requirements: Audit tracking enabled with proper user session management
User_Roles_Permissions: Customer Executive role with audit information access
Test_Data: Application: NCA-2025-001234, Creator: Bynry Support, Modifier: QA1
Prior_Test_Cases: CIS01US04_TC_003 - Application Details panel access

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access Application Details panel	Panel displays with audit information section	Panel: Application Details (orange header)	Audit data access
2	Verify "Created On" field display	Shows application creation date in YYYY-MM-DD format	Created On: 2025-07-30	Creation date accuracy
3	Verify "Created By" field display	Shows name of user who created the application	Created By: Bynry Support	Creator identification
4	Verify "Updated On" field display	Shows date of last modification in YYYY-MM-DD format	Updated On: 2025-07-30 or current date	Last update date
5	Verify "Last Updated By" field display	Shows name of user who last modified the application	Last Updated By: QA1 or current user	Last updater identification
6	Make changes to application (document verification)	Update timestamp and user information change automatically	Action: Verify document, Update: "Updated On" and "Last Updated By" change	Dynamic audit tracking
7	Verify audit information accuracy after changes	All audit fields reflect correct information post-modification	Post-Change: Updated On = current date, Last Updated By = current user	Audit accuracy
8	Test with multiple user modifications	Different users making changes update audit information correctly	User 1: Initial change, User 2: Subsequent change, Audit: Proper attribution	Multi-user audit tracking
9	Verify date format consistency	All date fields use consistent YYYY-MM-DD format	Format: 2025-07-30 (consistent across all date fields)	Date format standardization
10	Test audit information persistence	Audit data persists after page refresh and session changes	Refresh: Browser reload, Result: Audit information maintains accuracy	Data persistence
11	Verify audit trail immutability	Historical audit information cannot be modified by unauthorized users	Security: Creation info remains unchanged, only current update info changes	Data integrity
12	Check audit information completeness	No missing audit fields or incomplete user attribution	Completeness: All four audit fields populated with valid data	Information completeness

Verification Points

Primary_Verification: All audit information displays accurately with proper user attribution and timestamp tracking
Secondary_Verifications: Date format consistency, data persistence, multi-user tracking accuracy
Negative_Verification: No missing audit information, unauthorized modifications, or incorrect attributions

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: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Application Details panel access
Blocked_Tests: Historical audit reporting tests
Parallel_Tests: User management tests
Sequential_Tests: Compliance audit tests

Additional Information

Notes: Essential for regulatory compliance and operational accountability
Edge_Cases: System time changes, concurrent user modifications, user account changes
Risk_Areas: Audit data accuracy, user attribution integrity, timestamp precision
Security_Considerations: Audit data protection, unauthorized modification prevention

Missing Scenarios Identified

Scenario_1: Audit information behavior during user account deactivation or role changes

Type: User Management Impact
Rationale: Historical audit data must remain accurate even when user accounts change
Priority: P3

Scenario_2: Audit trail export capabilities for compliance reporting

Type: Compliance Support
Rationale: Regulatory requirements may need detailed audit trail documentation
Priority: P3

Test Case 19: Verify Payment Information Validation

Test Case Metadata

Test Case ID: CIS01US04_TC_019
Title: Verify system validates payment information completeness before allowing application acceptance
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Detail View
Test Type: Functional/Negative
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path/Negative, Consumer/Onboarding/Billing, Payment-Validation, Business-Logic, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering/Product/QA/Quality-Dashboard/Revenue-Impact-Tracking, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Payment-Validation, Negative-Testing

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

Coverage Tracking

Feature_Coverage: 100% of payment validation logic
Integration_Points: Payment-System, Validation-Engine, Business-Rules
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering/Product/QA
Report_Categories: Quality-Dashboard, Revenue-Impact-Tracking, Engineering, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC019 - Payment information validation before acceptance
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_009, CIS01US04_TC_010, CIS01US04_TC_033

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Payment System, Validation Engine, Business Rules Service
Performance_Baseline: < 2 seconds validation response
Data_Requirements: Applications with various payment states for testing

Prerequisites

Setup_Requirements: Payment validation rules configured properly
User_Roles_Permissions: Customer Executive role with payment validation access
Test_Data: Application: NCA-2025-001234, Payment scenarios: Pending, Credit, Cash, Failed
Prior_Test_Cases: CIS01US04_TC_009 - Payment Details display verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access application with incomplete payment information	Accept Application button remains disabled with visual indication	Payment Status: PENDING, Button: Disabled (grayed out)	Payment validation trigger
2	Verify payment validation message display	System shows clear message about payment requirement	Message: "Payment must be completed before application acceptance"	Validation feedback
3	Attempt to click disabled Accept Application button	Click is prevented or shows validation error message	Click: Disabled button, Result: No action or error tooltip	Button state enforcement
4	Complete payment with CREDIT status	Payment details update and validation check passes	Payment Status: PENDING → CREDIT, Amount: $4500.00	Payment completion
5	Verify Accept Application button becomes enabled	Button changes to enabled state with primary styling	Button: Disabled → Enabled (green/primary styling)	Validation success
6	Test with CASH payment status	Cash payment allows application acceptance	Payment Status: CASH, Validation: Passes, Button: Enabled	Cash payment validation
7	Test with invalid payment data (FAILED status)	System prevents acceptance with failed payment	Payment Status: FAILED, Validation: Fails, Button: Disabled	Failed payment handling
8	Test with missing payment amount	Missing amount prevents acceptance	Payment Amount: Empty/null, Validation: "Amount required"	Amount validation
9	Test with zero payment amount	Zero amount validation based on business rules	Payment Amount: $0.00, Validation: Business rule dependent	Zero amount handling
10	Verify payment status validation hierarchy	Only specific statuses (CREDIT, CASH, PAID) allow acceptance	Valid Statuses: CREDIT/CASH/PAID, Invalid: PENDING/FAILED	Status hierarchy validation
11	Test payment validation with requirements checklist	Payment validation integrates with overall requirements checklist	Requirements: Payment + Documents + Location, Validation: All must pass	Integrated validation
12	Verify payment validation persistence	Validation state persists across page refreshes	Refresh: Browser reload, State: Validation status maintained	Validation persistence

Verification Points

Primary_Verification: Payment validation prevents application acceptance until payment requirements are satisfied
Secondary_Verifications: Validation messages, button state changes, status hierarchy enforcement
Negative_Verification: Cannot accept with incomplete, failed, or invalid payment information

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: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Payment Details display, Requirements checklist
Blocked_Tests: Revenue tracking tests
Parallel_Tests: Business rules validation tests
Sequential_Tests: Payment processing workflow tests

Additional Information

Notes: Critical for revenue protection and financial compliance
Edge_Cases: Payment gateway timeouts, partial payments, currency conversion issues
Risk_Areas: Financial validation accuracy, business rule consistency
Security_Considerations: Payment data validation, financial transaction integrity

Missing Scenarios Identified

Scenario_1: Payment validation for different application types with varying fee structures

Type: Business Logic Variation
Rationale: Different service types may have different payment requirements
Priority: P2

Scenario_2: Payment validation during external payment gateway failures

Type: Error Handling
Rationale: System must handle payment service interruptions gracefully
Priority: P2

Test Case 20: Verify Application Search and Filtering

Test Case Metadata

Test Case ID: CIS01US04_TC_020
Title: Verify system provides comprehensive search functionality with filtering by status, date, and customer information
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Search and Filtering
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Search-Filter, Data-Management, User-Experience, MOD-Consumer-Onboarding, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Quality-Dashboard/User-Acceptance/Performance-Metrics, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Medium, Search-Functionality, Happy-Path

Business Context

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

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of search and filter functionality
Integration_Points: Search-Service, Database-Indexing, Filter-Engine
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, User-Acceptance, Performance-Metrics, Customer-Segment-Analysis, Module-Coverage
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC020 - Search and filtering functionality with multiple criteria
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_028, CIS01US04_TC_034

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Search Service, Database, Filter Engine, Indexing Service
Performance_Baseline: < 2 seconds search results
Data_Requirements: Diverse application dataset with various statuses, customers, dates

Prerequisites

Setup_Requirements: Multiple applications with different statuses, customers, and dates for comprehensive testing
User_Roles_Permissions: Customer Executive role with search and filter access
Test_Data: Applications: NCA-2025-001234 (disco deewane), NCA-2025-001235 (Jane Smith), Various statuses and dates
Prior_Test_Cases: Consumer Onboarding list view access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access Consumer Onboarding list view	List displays with search bar and filter options	Page: Consumer Onboarding landing with application list	Search interface access
2	Locate search bar	Search bar visible with appropriate placeholder text	Search Bar: Visible with placeholder guidance	Search availability
3	Test search by Application ID (exact match)	Enter complete application ID, returns exact matching result	Search: "NCA-2025-001234", Result: Single matching application	Exact ID search
4	Test search by Application ID (partial match)	Enter partial ID, returns all applications matching pattern	Search: "NCA-2025", Result: All applications with matching prefix	Partial ID search
5	Test search by customer name (exact)	Enter complete customer name, returns customer's applications	Search: "disco deewane", Result: All applications for disco deewane	Exact name search
6	Test search by customer name (partial)	Enter partial name, returns matching customer applications	Search: "disco", Result: Applications with names containing "disco"	Partial name search
7	Verify status filter availability	Status filter dropdown shows all available application statuses	Filter Options: Pending, Accepted, Approved, Rejected, Activated, etc.	Status filter options
8	Test status filter functionality	Select specific status, list shows only applications with that status	Filter: Status = "Pending Review", Result: Only pending applications	Status filtering
9	Verify date filter options	Date filter provides range selection options	Date Filter: Date range picker or predefined ranges	Date filtering interface
10	Test date range filtering	Apply date range, list shows applications within specified period	Date Range: 2025-07-01 to 2025-08-12, Result: Applications in range	Date range filtering
11	Test customer information filtering	Filter by customer-related criteria if available	Customer Filter: By category, location, or other customer attributes	Customer-based filtering
12	Test combined filter functionality	Apply multiple filters simultaneously, results show intersection	Combined: Status + Date + Customer, Result: Applications matching all criteria	Multi-criteria filtering
13	Test search performance	Large dataset search completes within performance baseline	Dataset: 100+ applications, Performance: < 2 seconds	Performance validation
14	Test filter clearing	Clear all filters, list returns to showing complete dataset	Action: Clear filters, Result: Full application list restored	Filter reset
15	Test "no results" scenario	Apply filters with no matching data, shows appropriate message	Filter: Non-existent criteria, Result: "No applications found" message	Empty results handling
16	Verify export functionality with filters	Export button downloads filtered results only	Filter + Export: Filtered dataset exports correctly	Export integration

Verification Points

Primary_Verification: Search and filtering work correctly with multiple criteria and return accurate results
Secondary_Verifications: Performance within baseline, proper empty state handling, export integration
Negative_Verification: Invalid search terms handled gracefully, no incorrect results or system errors

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: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Application list view access
Blocked_Tests: Advanced search analytics
Parallel_Tests: Export functionality tests
Sequential_Tests: Search performance optimization tests

Additional Information

Notes: Essential for user productivity with large application volumes
Edge_Cases: Special characters in search, very large result sets, concurrent search requests
Risk_Areas: Search performance, result accuracy, database query optimization
Security_Considerations: Search input validation, data access control in results

Missing Scenarios Identified

Scenario_1: Advanced search operators and boolean logic for complex queries

Type: Search Enhancement
Rationale: Power users may need complex search capabilities
Priority: P4

Scenario_2: Search result sorting and ordering by different criteria

Type: User Experience
Rationale: Users may want to sort results by date, status, or customer name
Priority: P3

Test Case 20: Verify KPI dashboard display

Test Case Metadata

Test Case ID: CIS01US04_TC_021
Title: Verify KPI dashboard displays pending applications, daily approvals, processing time, and rejection rate calculations
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Dashboard
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

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: High
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of KPI dashboard functionality
Integration_Points: Analytics-Engine, Database, Reporting-Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/Engineering
Report_Categories: Performance-Metrics, Revenue-Impact-Tracking, Quality-Dashboard, Engineering, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Business Rule: KPI dashboard for landing page, Sample calculation methods provided
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_020

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Analytics Engine, Database, Consumer Onboarding Module
Performance_Baseline: < 3 seconds dashboard load
Data_Requirements: Historical application data for calculations

Prerequisites

Setup_Requirements: Historical application data with various statuses and dates
User_Roles_Permissions: Customer Executive or Utility Administrator role
Test_Data: Multiple applications: A001, A002, A003 with completion dates, Sample calculation data provided
Prior_Test_Cases: Authentication and module access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Consumer Onboarding landing page/dashboard	Dashboard loads with KPI cards section at top	URL: Consumer Onboarding main page	Dashboard access
2	Verify "Applications Pending" KPI card	Card displays count of applications with "pending" status	Expected: Number of pending applications	Pending count validation
3	Verify "Approved Today" KPI card	Card shows count of applications approved on current date	Expected: Count of today's approvals	Daily approval tracking
4	Verify "Avg Processing Time" KPI card display	Card shows average processing time in days format	Example: 5.33 days based on sample data	Processing time calculation
5	Verify Processing Time calculation logic	Based on (Completion Date - Submission Date) average: A001: 5 days, A002: 5 days, A003: 6 days = 5.33 days average	Test Data: A001(Jan1-Jan6=5days), A002(Jan2-Jan7=5days), A003(Jan3-Jan9=6days)	Calculation verification
6	Verify "Rejection Rate" KPI card display	Card shows rejection percentage with % symbol	Expected: (rejected applications / total applications) × 100	Rejection rate calculation
7	Test KPI real-time updates	Create new application and verify KPI counts update	New Application: NCA-2025-001235	Real-time data refresh
8	Verify KPI card visual design	Cards display with appropriate icons, colors, and formatting	N/A	Visual consistency
9	Test KPI card responsiveness	Cards maintain layout and readability at desktop resolution	Screen: 1920x1080 desktop	Responsive design
10	Verify KPI data accuracy with database	Cross-reference displayed numbers with actual database counts	N/A	Data integrity validation

Verification Points

Primary_Verification: All four KPI cards display accurate calculations and real-time data
Secondary_Verifications: Visual design consistency, calculation accuracy, real-time updates
Negative_Verification: No incorrect calculations, missing KPIs, or stale data

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: Medium
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: User authentication, data setup
Blocked_Tests: Performance reporting tests
Parallel_Tests: Application list view tests
Sequential_Tests: Analytics reporting tests

Additional Information

Notes: Critical for operational visibility and performance monitoring
Edge_Cases: Zero applications, all applications same status, date range variations
Risk_Areas: Calculation accuracy, data synchronization, performance with large datasets
Security_Considerations: Aggregated data access control

Missing Scenarios Identified

Scenario_1: KPI calculations with date range filtering and historical trends

Type: Business Intelligence
Rationale: Operational teams need historical performance analysis
Priority: P2

Scenario_2: KPI performance with large datasets (1000+ applications)

Type: Performance
Rationale: System scalability for high-volume utilities
Priority: P2

Test Case 22: Verify Site Inspection Workflow with WX Dispatcher Integration

Test Case Metadata

Test Case ID: CIS01US04_TC_022
Title: Verify site inspection scheduling with service order template selection from WX dispatcher and inspection progress tracking
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Site Inspection
Test Type: Integration
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Site-Inspection, WX-Integration, External-API, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Integration, Platform-Web, Report-Engineering/Product/QA/Integration-Testing/Module-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, WX-Dispatcher, 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: High
Complexity_Level: High
Expected_Execution_Time: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of site inspection workflow
Integration_Points: WX-Dispatcher, Service-Order-Templates, GIS-Mapping
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: Business Rule: Site inspection with WX dispatcher integration, Service order template selection
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_001, CIS01US04_TC_015

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: WX Dispatcher Service, Service Order Templates, GIS Mapping Service
Performance_Baseline: < 5 seconds service order creation
Data_Requirements: Application ready for site inspection, Available service order templates

Prerequisites

Setup_Requirements: Application in "Site Inspection" stage, WX Dispatcher integration active
User_Roles_Permissions: Customer Executive role with site inspection scheduling access
Test_Data: Application: NCA-2025-001234, Service Address: Oceania, Samoa, Upolu address, Service Order: WO-2025-004567
Prior_Test_Cases: CIS01US04_TC_008 - Application Review completed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Complete Application Review stage for NCA-2025-001234	Application progresses to Site Inspection tab	Application: NCA-2025-001234	Pre-condition setup
2	Click on "Site Inspection" tab in workflow	Site Inspection tab becomes active, displays inspection scheduling interface	Tab: Site Inspection	Workflow progression
3	Verify "Site Inspection Scheduling" section display	Section shows title "Site Inspection Scheduling" with subtitle "Schedule a site inspection to verify service location and technical requirements"	N/A	Section identification
4	Locate "Select Service Order" dropdown field	Dropdown displays with label "Select Service Order" marked as required (*)	Field: Select Service Order *	Required field identification
5	Click "Select Service Order" dropdown	Dropdown opens showing searchable list of templates from WX dispatcher associated with consumer	N/A	Template availability
6	Verify service order template options	Templates display with format: Template Name, Description, Type, Associated Consumer	Template Example: "Water Service Inspection - Standard inspection for water connection"	Template data format
7	Select appropriate service order template	Template selection populates dropdown field	Selected Template: Water Service Inspection Template	Template selection
8	Verify "Select Date of Inspection" field	Date picker field displays with label "Select Date of Inspection" marked as required (*)	Field: Select Date of Inspection *, Format: dd-mm-yyyy	Date field validation
9	Click date picker and select future date	Calendar opens, select valid future date, field populates	Selected Date: Tomorrow's date in dd-mm-yyyy format	Date selection
10	Verify "Special Instructions" text area	Text area displays with placeholder "Add any special instructions for the inspection..."	Placeholder: "Add any special instructions for the inspection..."	Special instructions input
11	Enter special instructions	Text appears in field, character count if applicable	Instructions: "Customer prefers morning appointment, dog on property"	Instruction input
12	Verify Service Location card display	Card shows "Service Location" with "View Map" link and address display	Address: Full Samoa address format, Map: "View Map" link	Location information
13	Click "Schedule Inspection" button	Service order is created in WX dispatcher, confirmation message appears	Service Order ID: WO-2025-004567	Service order creation
14	Verify inspection progress tracking	System displays inspection status and service order details	Status: "Inspection Scheduled", SO: WO-2025-004567	Progress tracking

Verification Points

Primary_Verification: Site inspection scheduling creates service order in WX dispatcher successfully
Secondary_Verifications: Template selection, date validation, special instructions capture
Negative_Verification: Cannot schedule without required fields, invalid dates rejected

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: Weekly
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: CIS01US04_TC_008 - Application Review completion
Blocked_Tests: Installation workflow tests
Parallel_Tests: Service location verification tests
Sequential_Tests: Inspection completion tracking tests

Additional Information

Notes: Critical integration point with external WX Dispatcher system
Edge_Cases: WX Dispatcher unavailable, no available templates, past date selection
Risk_Areas: External system integration, service order synchronization
Security_Considerations: Service order data security, field technician access

Missing Scenarios Identified

Scenario_1: Inspection progress tracking with service order status updates from WX Dispatcher

Type: Integration
Rationale: Real-time status synchronization critical for workflow progression
Priority: P1

Scenario_2: "Skip Inspection" functionality and its impact on workflow progression

Type: Business Logic
Rationale: User story shows skip option that affects approval stage
Priority: P1

Test Case 23: Verify Meter Installation Workflow with Assignment Options

Test Case Metadata

Test Case ID: CIS01US04_TC_023
Title: Verify meter installation workflow supports both "Schedule New Installation" and "Assign Existing Meter" with utility service tabs
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Installation
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Meter-Management, Installation-Workflow, Asset-Management, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Engineering/Quality-Dashboard/Module-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Meter-Assignment, 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: High
Complexity_Level: High
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of meter installation workflow options
Integration_Points: Meter-Inventory, Asset-Management, WX-Dispatcher
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Engineering, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Installation Tab requirements, Meter assignment workflow, Utility service tabs
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_022, CIS01US04_TC_024

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Meter Inventory System, Asset Management, WX Dispatcher
Performance_Baseline: < 3 seconds meter search
Data_Requirements: Available meters in inventory, approved application

Prerequisites

Setup_Requirements: Application approved for installation, available meters in inventory
User_Roles_Permissions: Customer Executive role with installation access
Test_Data: Application: NCA-2025-001234, Available Meters: 20119598, 20103878, 20103872, Device Numbers: matching meter numbers
Prior_Test_Cases: CIS01US04_TC_022 - Site inspection completed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Installation tab after approval completion	Installation tab becomes active, displays meter installation interface	Tab: Installation	Workflow progression
2	Verify "Meter Installation" section display	Section shows title "Meter Installation" with subtitle "Schedule a new meter installation or assign an existing meter"	N/A	Section identification
3	Verify Installation Type radio button options	Two radio buttons: "Schedule New Installation" (selected by default) and "Assign Existing Meter"	Default: Schedule New Installation selected	Installation options
4	Verify Schedule New Installation interface	Shows "Select Service Order" dropdown, "Select Installation Date" picker, "Special Instructions" text area	N/A	New installation interface
5	Test service order selection for new installation	Dropdown displays service order templates from WX dispatcher for installation	Template: Meter Installation Service Order	Service order availability
6	Select installation date for new installation	Date picker allows future date selection in dd-mm-yyyy format	Installation Date: Future date	Date selection
7	Click "Assign Existing Meter" radio button	Interface changes to show meter assignment options	Radio Selection: Assign Existing Meter	Interface switch
8	Verify utility service tabs display	Tabs appear showing different utility services that need meter assignment	Tab: Water Utility (with badge "10")	Utility service tabs
9	Verify meter search functionality	Search bar displays with placeholder "Search by water meter number or device number..."	Placeholder: "Search by water meter number or device number..."	Search interface
10	Test meter search by meter number	Enter meter number, filtered results display	Search: "20119598", Results: Matching meter	Search functionality
11	Verify Available Water Meters table structure	Table shows columns: Meter No, Device No, Physical Status, Status, Action	Headers: Meter No, Device No, Physical Status, Status, Action	Table structure
12	Verify meter data display	Meter 20119598 shows: Device: 20119598, Status: Uninstalled, Status: Unassigned, Action: Select	Meter: 20119598, Device: 20119598, Physical: Uninstalled, Status: Unassigned	Meter information
13	Click "Select" action for meter 20119598	Meter becomes "Selected", Meter Summary section updates with selected meter details	Selected Meter: 20119598, Summary updates	Meter selection
14	Verify Meter Summary section display	Shows "Water Meter" with selected meter number, device number, and status	Display: Water Meter 20119598, Device: 20119598, Meter ID: 31549, Status: Unassigned	Summary information

Verification Points

Primary_Verification: Both installation options (Schedule New, Assign Existing) function correctly with proper interface switching
Secondary_Verifications: Meter search, selection, summary updates, service order integration
Negative_Verification: Cannot proceed without meter selection, invalid date handling

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: Weekly
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: CIS01US04_TC_022 - Site inspection completion
Blocked_Tests: Service activation tests
Parallel_Tests: Meter inventory management tests
Sequential_Tests: Installation completion tracking tests

Additional Information

Notes: Critical for asset management and service delivery
Edge_Cases: No available meters, meter already assigned, installation scheduling conflicts
Risk_Areas: Meter inventory accuracy, assignment conflicts, integration with field operations
Security_Considerations: Meter asset tracking, assignment audit trail

Missing Scenarios Identified

Scenario_1: Multiple utility service tabs (Water, Gas, Electric) with different meter requirements

Type: Functional Coverage
Rationale: User story mentions utility service tabs suggesting multiple service types
Priority: P1

Scenario_2: Latest reading and reading date entry for assigned meters

Type: Data Integrity
Rationale: User story specifies need to add reading and date when assigning existing meter
Priority: P1

Test Case 24: Verify Service Activation with Communication Preferences

Test Case Metadata

Test Case ID: CIS01US04_TC_024
Title: Verify service activation workflow with communication preferences validation and activation requirements checklist
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Activation
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Service-Activation, Communication-Preferences, Account-Activation, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Engineering/Quality-Dashboard/Revenue-Impact-Tracking, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Service-Delivery, 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: High
Complexity_Level: High
Expected_Execution_Time: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of service activation workflow
Integration_Points: Account-Management, Communication-Service, Billing-System
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, Revenue-Impact-Tracking, Engineering, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Activation Tab requirements, Communication preferences, Activation requirements checklist
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_023, CIS01US04_TC_025

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Account Management System, Communication Service, Billing System
Performance_Baseline: < 5 seconds activation processing
Data_Requirements: Installation completed application, meter configured

Prerequisites

Setup_Requirements: Application with completed installation, meter assigned and configured
User_Roles_Permissions: Customer Executive role with activation access
Test_Data: Application: NCA-2025-001234, Meter: 20119598, Installation Status: Completed
Prior_Test_Cases: CIS01US04_TC_023 - Meter installation completed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Activation tab after installation completion	Activation tab becomes active, displays service activation interface	Tab: Activation	Final workflow stage
2	Verify "Service Activation" section display	Section shows title "Service Activation" with subtitle "Activate the service and link the meter to the customer's account"	N/A	Section identification
3	Verify meter installation completion message	Green success message: "Meter installation has been completed successfully. The service is ready to be activated."	Message: Success indicator with installation status	Installation confirmation
4	Verify utility service tab display	Tab shows "Water" with meter icon, indicating water utility service	Tab: Water (with meter icon)	Service type identification
5	Verify Meter Information section	Shows "Meter details not available - Configuration pending" or actual meter details if configured	Status: "Configuration pending" or meter details	Meter configuration status
6	Verify Initial Reading section	Shows input field for initial meter reading with "units" label	Field: Initial reading input, Label: "units"	Reading input
7	Verify Location Information section	Shows "Location details will be assigned during installation" or actual installation location	Status: Location assignment info	Installation location
8	Verify Activation Requirements checklist	Shows "Meter Configuration" and "Communication Method" checkboxes (not mandatory)	Checkboxes: □ Meter Configuration, □ Communication Method	Requirements checklist
9	Verify Activation Status display	Shows current status as "Pending Requirements" or "Completed" based on checklist	Status: "Pending Requirements" with orange indicator	Activation readiness
10	Verify Communication Preferences section	Shows title "Communication Preferences" with subtitle "How would you like to receive communications about your service?"	N/A	Communication options
11	Verify communication method options	Five checkboxes: Email, SMS, Phone Call, E-Bill, Paper Bill	Options: □ Email, □ SMS, □ Phone Call, □ E-Bill, □ Paper Bill	Communication choices
12	Test communication method selection requirement	Warning message appears: "You must select at least one communication method to proceed with activation."	Warning: Mandatory selection message	Validation requirement
13	Select Email communication preference	Email checkbox becomes checked, warning message disappears if present	Selection: ✓ Email	Communication selection
14	Click "Activate Service" button	Service activation processes, account becomes active	Button: Activate Service	Final activation

Verification Points

Primary_Verification: Service activation completes successfully with communication preferences validated
Secondary_Verifications: Activation requirements checklist, meter configuration, communication validation
Negative_Verification: Cannot activate without communication method selection

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: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: CIS01US04_TC_023 - Installation completion
Blocked_Tests: Consumer management integration tests
Parallel_Tests: Billing system integration tests
Sequential_Tests: Post-activation validation tests

Additional Information

Notes: Final step in customer onboarding process
Edge_Cases: Meter configuration pending, multiple communication preferences, activation failures
Risk_Areas: Account creation, billing system integration, communication service setup
Security_Considerations: Account security, communication preference privacy

Missing Scenarios Identified

Scenario_1: Service activation impact on consumer management system integration

Type: Integration
Rationale: User story mentions activated consumers appear in consumer management
Priority: P1

Scenario_2: Multiple communication preference combinations and their system impact

Type: Business Logic
Rationale: Different communication methods may have different processing requirements
Priority: P2

Test Case 25: Verify Status Lifecycle Transitions and Business Rules

Test Case Metadata

Test Case ID: CIS01US04_TC_025
Title: Verify complete status lifecycle transitions from pending through activated with business rule enforcement
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Status Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path/Negative, Consumer/Onboarding, Status-Management, Business-Logic, Workflow-Control, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering/Product/QA/Quality-Dashboard/Module-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Status-Lifecycle, 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: High
Complexity_Level: High
Expected_Execution_Time: 15 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of status lifecycle management
Integration_Points: Workflow-Engine, Status-Management, Database
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering/Product
Report_Categories: Quality-Dashboard, Module-Coverage, Engineering, Performance-Metrics, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Status lifecycle definition, Business rules for status transitions
Related_Bugs: N/A
Related_Test_Cases: All workflow progression tests (CIS01US04_TC_001 through CIS01US04_TC_024)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Workflow Engine, Status Management Service, Database
Performance_Baseline: < 2 seconds status updates
Data_Requirements: New application for complete lifecycle testing

Prerequisites

Setup_Requirements: Clean application for complete status progression testing
User_Roles_Permissions: Customer Executive role with full workflow access
Test_Data: New Application: NCA-2025-001235, Consumer: Test User for Status Testing
Prior_Test_Cases: All prerequisite workflow component tests passed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Create new application for status testing	Application created with initial status "pending"	Application: NCA-2025-001235, Initial Status: "pending"	Lifecycle start
2	Verify initial "pending" status display	Application shows "pending" status in application details and list view	Status: "pending"	Initial state validation
3	Complete document verification and accept application	Status transitions to "accepted"	Action: Accept Application, New Status: "accepted"	First transition
4	Schedule site inspection	Status changes to "survey in progress"	Action: Schedule Inspection, New Status: "survey in progress"	Inspection scheduling
5	Complete inspection in external system	Status updates to "survey completed" (via integration)	External Action: Complete SO, New Status: "survey completed"	External integration
6	Approve application in approval stage	Status transitions to "approved"	Action: Approve Application, New Status: "approved"	Approval transition
7	Schedule meter installation	Status changes to "installation in progress"	Action: Schedule Installation, New Status: "installation in progress"	Installation start
8	Complete meter installation	Status updates to "installation completed"	Action: Complete Installation SO, New Status: "installation completed"	Installation completion
9	Activate service with communication preferences	Status transitions to "activated"	Action: Activate Service, New Status: "activated"	Final activation
10	Verify status persistence across page refreshes	Status remains "activated" after browser refresh	N/A	Status persistence
11	Test status transition validation	Attempt invalid status progression (skip stages)	Invalid Action: Try to activate before approval	Negative validation
12	Verify rejected status path	Test application rejection at any stage updates status to "rejected"	Action: Reject Application, New Status: "rejected"	Rejection path
13	Verify status visibility in all relevant views	Status appears consistently in application detail, list view, dashboard	N/A	Cross-view consistency
14	Test status transition audit trail	Each status change logs timestamp, user, previous status, new status	N/A	Audit trail validation

Verification Points

Primary_Verification: Complete status lifecycle progresses correctly according to business rules
Secondary_Verifications: Status persistence, audit trail, cross-view consistency
Negative_Verification: Invalid status transitions are prevented, rejection path works correctly

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: Weekly
Maintenance_Effort: High
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: All individual workflow stage tests
Blocked_Tests: Performance testing, load testing
Parallel_Tests: None (sequential lifecycle test)
Sequential_Tests: All workflow tests must pass before this comprehensive test

Additional Information

Notes: Comprehensive test validating entire application lifecycle
Edge_Cases: System failures during transitions, concurrent status updates
Risk_Areas: Status synchronization, data integrity during transitions
Security_Considerations: Status change authorization, audit trail security

Missing Scenarios Identified

Scenario_1: Status lifecycle with external system failures (WX Dispatcher unavailable)

Type: Error Handling
Rationale: System must handle integration failures gracefully
Priority: P1

Scenario_2: Concurrent status updates from multiple users

Type: Concurrency
Rationale: Multiple users may work on same application simultaneously
Priority: P2

Test Case 26: Verify Detailed Approval Tab Workflow with Inspection Results

Test Case Metadata

Test Case ID: CIS01US04_TC_026
Title: Verify Approval tab displays inspection results, service details from WX dispatcher, and approval requirements checklist
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Approval
Test Type: Integration
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Approval-Workflow, WX-Integration, Business-Logic, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Integration, Platform-Web, Report-Engineering/Product/QA/Integration-Testing/Quality-Dashboard, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Approval-Process, 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: High
Complexity_Level: High
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of approval workflow
Integration_Points: WX-Dispatcher, Service-Order-Status, Payment-System
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: Approval Tab requirements, Inspection Results integration, Service details from WX dispatcher
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_022, CIS01US04_TC_027

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: WX Dispatcher, Service Order System, Payment System
Performance_Baseline: < 3 seconds data load from WX dispatcher
Data_Requirements: Completed inspection with service order data

Prerequisites

Setup_Requirements: Inspection completed with service order WO-2025-004567 in WX dispatcher
User_Roles_Permissions: Customer Executive role with approval access
Test_Data: Application: NCA-2025-001234, Service Order: WO-2025-004567, Status: Survey Completed
Prior_Test_Cases: CIS01US04_TC_022 - Site inspection completed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Approval tab after inspection completion	Approval tab becomes active, displays approval decision interface	Tab: Approval	Workflow progression
2	Verify Inspection Results section display	Section shows "Inspection Results" with progress message based on SO status	N/A	Inspection status display
3	Verify inspection progress message for completed inspection	Message displays "Inspection completed successfully" with approved SO status	SO Status: Approved, Message: "Inspection completed successfully"	Completed inspection
4	Verify inspection progress message for in-progress inspection	Message displays "Inspection in progress" for SO status other than approved	SO Status: In Progress, Message: "Inspection in progress"	In-progress inspection
5	Verify Service Details from WX dispatcher	Section displays: Name, Description, Type, Subtype, Address (consumer service address)	Service: Water Connection Inspection, Type: Site Survey, Address: Full Samoa address	WX dispatcher integration
6	Verify Schedule Information from WX dispatcher	Displays: Created on, Scheduled on, Assigned on, Assigned to, Status	Created: 2025-07-30, Scheduled: 2025-08-01, Assigned to: Michael Rodriguez, Status: Completed	Schedule tracking
7	Verify Approval Requirements checklist	Shows four requirements: "Site inspection pass", "Payment received", "Technical requirements met", "Legal requirements met"	Requirements: □ Site inspection pass, □ Payment received, □ Technical requirements met, □ Legal requirements met	Approval criteria
8	Verify requirements are non-mandatory	All requirements show as optional checkboxes (not required for approval)	N/A	Non-mandatory validation
9	Verify Approval Decision section	Shows radio buttons: "Approve Application" and "Reject Application"	Options: ○ Approve Application, ○ Reject Application	Decision options
10	Verify Approval Notes text area	Text area with placeholder "Add notes regarding your decision..."	Placeholder: "Add notes regarding your decision..."	Decision documentation
11	Test approval with notes	Select "Approve Application", enter approval notes, click "Approve Application" button	Selection: Approve Application, Notes: "All requirements satisfied", Action: Approve	Approval workflow
12	Verify rejection workflow	Select "Reject Application", enter rejection reason, click "Reject Application" button	Selection: Reject Application, Reason: "Technical requirements not met"	Rejection workflow

Verification Points

Primary_Verification: Approval tab displays complete inspection results and integrates with WX dispatcher data
Secondary_Verifications: Service details accuracy, schedule information sync, approval requirements
Negative_Verification: Handles incomplete inspection data gracefully

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: Weekly
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: CIS01US04_TC_022 - Inspection completion
Blocked_Tests: Installation workflow tests
Parallel_Tests: Payment validation tests
Sequential_Tests: Status transition tests

Additional Information

Notes: Critical integration point with WX Dispatcher for approval decisions
Edge_Cases: WX Dispatcher unavailable, incomplete service order data
Risk_Areas: External system data accuracy, service order synchronization
Security_Considerations: Approval decision audit trail, service order data security

Missing Scenarios Identified

Scenario_1: Approval workflow when inspection fails or is incomplete

Type: Error Handling
Rationale: System must handle failed inspections appropriately
Priority: P1

Scenario_2: Approval requirements checklist interaction with payment status

Type: Business Logic
Rationale: Payment requirements may affect approval decisions
Priority: P2

Test Case 27: Verify Skip Inspection Functionality and Business Logic

Test Case Metadata

Test Case ID: CIS01US04_TC_027
Title: Verify "Skip Inspection" functionality bypasses inspection stage and progresses to approval with proper validation
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Site Inspection
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Skip-Inspection, Business-Logic, Workflow-Control, MOD-Consumer-Onboarding, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Engineering/Quality-Dashboard/Module-Coverage, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Workflow-Bypass, Happy-Path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of skip inspection workflow
Integration_Points: Workflow-Engine, Status-Management
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, Module-Coverage, Engineering, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Site Inspection Tab - Skip Inspection button functionality
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_022, CIS01US04_TC_026

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Workflow Engine, Status Management Service
Performance_Baseline: < 2 seconds workflow progression
Data_Requirements: Application ready for site inspection

Prerequisites

Setup_Requirements: Application completed Application Review stage
User_Roles_Permissions: Customer Executive role with inspection scheduling access
Test_Data: Application: NCA-2025-001234, Status: Survey Ready
Prior_Test_Cases: CIS01US04_TC_008 - Application Review completed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Site Inspection tab	Site Inspection tab displays with scheduling interface	Tab: Site Inspection	Inspection stage access
2	Locate "Skip Inspection" button	Button displays alongside "Schedule Inspection" and "Back" buttons	Button: Skip Inspection	Skip option availability
3	Verify skip inspection button styling	Button shows secondary/neutral styling (not primary action)	Style: Secondary button styling	Visual indication
4	Click "Skip Inspection" button	Confirmation dialog appears asking to confirm skip action	Dialog: "Are you sure you want to skip the inspection?"	Confirmation prompt
5	Verify skip confirmation dialog options	Dialog shows "Yes, Skip Inspection" and "Cancel" buttons	Options: "Yes, Skip Inspection", "Cancel"	Confirmation choices
6	Click "Cancel" in confirmation dialog	Dialog closes, remains on Site Inspection tab	Action: Cancel	Cancellation handling
7	Click "Skip Inspection" button again	Confirmation dialog reappears	N/A	Consistent behavior
8	Click "Yes, Skip Inspection" in dialog	Application progresses directly to Approval tab, status updates	New Tab: Approval, Status: "Survey Skipped" or "Ready for Approval"	Workflow bypass
9	Verify workflow progress indicator update	Site Inspection stage shows as "Skipped" or alternative visual indicator	Progress: Application Review ✓, Site Inspection (Skipped), Approval (Current)	Visual progress update
10	Verify Approval tab reflects skipped inspection	Approval tab shows inspection status as "Skipped" in Inspection Results	Inspection Status: "Inspection was skipped"	Skip reflection
11	Verify audit trail for skip action	Timeline/notes show skip inspection action with user and timestamp	Audit Entry: "User skipped site inspection - Date/Time"	Audit logging
12	Test approval process after skip	Can complete approval process normally despite skipped inspection	N/A	Approval capability

Verification Points

Primary_Verification: Skip Inspection functionality bypasses inspection stage and progresses workflow correctly
Secondary_Verifications: Confirmation dialog, audit trail, workflow indicator updates
Negative_Verification: Cancellation works properly, skip action is properly logged

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: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CIS01US04_TC_008 - Application Review completion
Blocked_Tests: Approval workflow tests
Parallel_Tests: Normal inspection workflow tests
Sequential_Tests: Approval after skip tests

Additional Information

Notes: Business rule exception allowing inspection bypass
Edge_Cases: Multiple skip attempts, skip during ongoing inspection
Risk_Areas: Workflow integrity, audit compliance
Security_Considerations: Skip action authorization and logging

Missing Scenarios Identified

Scenario_1: Skip inspection impact on final service delivery and quality assurance

Type: Business Impact
Rationale: Skipped inspections may affect service quality metrics
Priority: P3

Scenario_2: Role-based permissions for skip inspection functionality

Type: Security
Rationale: Not all users may have skip permissions
Priority: P2

Test Case 28: Verify Landing Page Tab Management and Application Lists

Test Case Metadata

Test Case ID: CIS01US04_TC_028
Title: Verify landing page tab view displays Current Applications and History Applications with proper filtering and list management
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Landing Page
Test Type: Functional/UI
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Landing-Page, List-Management, Tab-Navigation, MOD-Consumer-Onboarding, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Quality-Dashboard/Module-Coverage/User-Acceptance, Customer-All, Risk-Low, Business-High, Revenue-Impact-Medium, List-View, Happy-Path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of landing page list management
Integration_Points: Database, Search-Service, Export-Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance, Customer-Segment-Analysis, Performance-Metrics
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Landing Page tab view, Current vs History applications, Application list with specified columns
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_021, CIS01US04_TC_020

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Database, Search Service, Export Service
Performance_Baseline: < 3 seconds list load
Data_Requirements: Mix of current and completed/rejected applications

Prerequisites

Setup_Requirements: Applications in various statuses (current, activated, rejected)
User_Roles_Permissions: Customer Executive role with landing page access
Test_Data: Mix of applications: NCA-2025-001234 (current), NCA-2025-001230 (activated), NCA-2025-001231 (rejected)
Prior_Test_Cases: Authentication and module access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Consumer Onboarding landing page	Landing page loads with KPI cards and tab view below	URL: Consumer Onboarding main page	Landing page access
2	Verify tab view section display	Two tabs visible: "Current Applications" and "History Applications"	Tabs: "Current Applications", "History Applications"	Tab structure
3	Verify "Current Applications" tab is active by default	"Current Applications" tab highlighted, showing active applications	Default Active: Current Applications	Default tab state
4	Verify Current Applications list content	Shows all applications except status "rejected" and "activated"	Excluded Statuses: rejected, activated	Current list filtering
5	Verify application list column headers	Headers display: "Application ID", "Name", "Category", "Sub Category", "Phone", "Submission Date", "Status", "Action"	Headers: Application ID, Name, Category, Sub Category, Phone, Submission Date, Status, Action	Column structure
6	Verify application list data format	Each row shows: NCA-2025-001234, disco deewane, Industrial, Agro Agencies, 23456789765, 2025-07-30, Pending Review, View	Sample Row: Complete data format	Data display
7	Click "History Applications" tab	Tab becomes active, list refreshes to show completed applications	Tab Switch: History Applications active	Tab switching
8	Verify History Applications list content	Shows applications with status "rejected" and "activated" only	Included Statuses: rejected, activated	History filtering
9	Verify search bar functionality	Search bar displays with placeholder "Application ID, name"	Placeholder: "Application ID, name"	Search interface
10	Test search by Application ID	Enter application ID, list filters to matching results	Search: "NCA-2025-001234"	ID search
11	Test search by customer name	Enter customer name, list filters to matching results	Search: "disco deewane"	Name search
12	Verify filter options	Filter dropdowns for: date filter, category, subcategory, status	Filters: Date, Category, Subcategory, Status	Filter availability
13	Test combined search and filters	Apply search term and filters, list shows intersection of criteria	Search + Filter combination	Combined filtering
14	Verify export functionality	"Export" button downloads list data in spreadsheet format	Export: CSV/Excel download	Export capability

Verification Points

Primary_Verification: Tab view correctly separates current and history applications with proper filtering
Secondary_Verifications: Search functionality, column display, export capability
Negative_Verification: No applications appear in wrong tabs, search handles no results gracefully

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: Landing page access
Blocked_Tests: Bulk operations tests
Parallel_Tests: KPI dashboard tests
Sequential_Tests: Application detail access tests

Additional Information

Notes: Foundation for application management and overview
Edge_Cases: Empty lists, large datasets, concurrent updates
Risk_Areas: List performance, data synchronization
Security_Considerations: Data access control, export permissions

Missing Scenarios Identified

Scenario_1: List pagination and performance with large numbers of applications

Type: Performance
Rationale: System scalability for high-volume operations
Priority: P3

Scenario_2: Real-time list updates when application statuses change

Type: Real-time Updates
Rationale: Users expect current information without refresh
Priority: P2

Test Case 29: Verify Meter Reading and Installation Date Management

Test Case Metadata

Test Case ID: CIS01US04_TC_029
Title: Verify latest reading and reading date entry for assigned meters with initial reading validation in activation
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Meter Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Meter-Management, Data-Validation, Asset-Tracking, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Engineering/Quality-Dashboard/Module-Coverage, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Meter-Reading, 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: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100% of meter reading management
Integration_Points: Meter-Inventory, Reading-Service, Asset-Management
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Engineering, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Installation tab meter assignment - latest reading requirement, Activation tab initial reading
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_023, CIS01US04_TC_024

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Meter Inventory System, Reading Service, Asset Management
Performance_Baseline: < 2 seconds reading validation
Data_Requirements: Available meters with reading history

Prerequisites

Setup_Requirements: Existing meters with reading history available for assignment
User_Roles_Permissions: Customer Executive role with meter management access
Test_Data: Meter: 20119598, Device: 20119598, Previous Reading: 1250.5, Reading Date: 2025-07-25
Prior_Test_Cases: CIS01US04_TC_023 - Meter selection interface verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Installation tab and select "Assign Existing Meter"	Meter assignment interface displays with available meters	Installation Type: Assign Existing Meter	Meter assignment mode
2	Select meter 20119598 from available meters list	Meter becomes "Selected" and meter summary section appears	Selected Meter: 20119598, Device: 20119598	Meter selection
3	Verify latest reading input field appears	Input field displays for "Latest Reading" after meter selection	Field Label: "Latest Reading"	Reading input availability
4	Verify reading date input field appears	Date picker field displays for "Reading Date" after meter selection	Field Label: "Reading Date"	Date input availability
5	Enter latest meter reading	Reading value accepts numeric input with decimal places	Latest Reading: 1250.5	Reading value entry
6	Enter reading date	Date picker accepts valid date in dd-mm-yyyy format	Reading Date: 25-07-2025	Reading date entry
7	Verify reading validation rules	System validates reading is greater than previous reading if available	Previous: 1200.0, Current: 1250.5, Validation: Pass	Reading validation
8	Test invalid reading entry	Enter reading lower than previous, validation error appears	Invalid Reading: 1100.0, Error: "Reading must be greater than previous reading"	Negative validation
9	Verify meter summary updates with reading	Meter Summary shows latest reading and reading date	Summary: Meter 20119598, Reading: 1250.5, Date: 25-07-2025	Summary update
10	Proceed to Activation tab	Activation tab displays with meter information including readings	Tab: Activation	Workflow progression
11	Verify Initial Reading section in Activation	Shows reading input with current value from installation	Initial Reading: 1250.5 (from installation)	Reading carryover
12	Verify reading date display in Activation	Last updated shows reading date from installation stage	Last Updated: 25-07-2025	Date carryover
13	Verify installation date display	Installation date shows when meter was assigned/installed	Installation Date: Current date	Installation tracking
14	Test reading modification in Activation	Can update initial reading if needed with validation	Modified Reading: 1251.0	Reading adjustment

Verification Points

Primary_Verification: Latest reading and reading date are properly captured during meter assignment and carried through to activation
Secondary_Verifications: Reading validation rules, date format consistency, summary updates
Negative_Verification: Invalid readings rejected, date validation enforced

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: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CIS01US04_TC_023 - Meter assignment
Blocked_Tests: Billing system integration
Parallel_Tests: Asset management tests
Sequential_Tests: Service activation tests

Additional Information

Notes: Critical for accurate billing and service tracking
Edge_Cases: First-time meter installation (no previous reading), reading rollover scenarios
Risk_Areas: Reading accuracy, data consistency across stages
Security_Considerations: Reading data integrity, audit trail for modifications

Missing Scenarios Identified

Scenario_1: Meter reading validation with different measurement units across utility types

Type: Business Logic
Rationale: Different utilities may have different reading formats and validation rules
Priority: P2

Scenario_2: Historical reading trend analysis and anomaly detection

Type: Data Analytics
Rationale: Unusual reading patterns may indicate meter issues or fraud
Priority: P3

Test Case 30: Verify Add New Application Button Functionality

Test Case Metadata

Test Case ID: CIS01US04_TC_030
Title: Verify "Add New Application" button opens new request form and integrates with application management workflow
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Creation
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Application-Creation, Form-Integration, User-Journey, MOD-Consumer-Onboarding, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Quality-Dashboard/User-Acceptance/Customer-Segment-Analysis, Customer-All, Risk-Medium, Business-High, Revenue-Impact-High, New-Application, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Should-Have
Customer_Journey: Onboarding
Compliance_Required: No
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: 100% of new application creation entry point
Integration_Points: Application-Form, Customer-Database, Workflow-Engine
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, User-Acceptance, Customer-Segment-Analysis, Revenue-Impact-Tracking, Module-Coverage
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Landing Page - Add new application button functionality
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_028, CIS01US04_TC_001

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Application Form Service, Customer Database, Workflow Engine
Performance_Baseline: < 3 seconds form load
Data_Requirements: Customer creation form templates

Prerequisites

Setup_Requirements: New Connection Application form configured and accessible
User_Roles_Permissions: Customer Executive role with application creation access
Test_Data: Sample customer data for new application testing
Prior_Test_Cases: CIS01US04_TC_028 - Landing page access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Consumer Onboarding landing page	Landing page loads with application lists and controls	URL: Consumer Onboarding main page	Landing page access
2	Locate "Add New Application" button	Button displays prominently, typically top-right or below KPI cards	Button: "Add New Application" or "+ New Application"	Button identification
3	Verify button styling and prominence	Button shows primary styling (blue/green) indicating main action	Style: Primary button styling	Visual prominence
4	Click "Add New Application" button	New Connection Application form opens in same tab, new tab, or modal	N/A	Form access method
5	Verify form title and header	Form displays title "New Connection Application" or "Service Connection Request"	Title: Service connection form	Form identification
6	Verify form sections availability	Form shows required sections: Customer Information, Service Details, etc.	Sections: Customer info, Service details, etc.	Form structure
7	Test form field functionality	Key fields accept input (name, address, phone, email)	Sample Data: Test customer information	Form input capability
8	Verify service type selection	Form includes service type dropdown (Water, Gas, Electric)	Service Types: Water, Gas, Electric options	Service selection
9	Test form validation	Required field validation works (red indicators, error messages)	Validation: Required field checking	Form validation
10	Test form submission	Form submits successfully and creates new application ID	New Application: NCA-2025-001240 (sequential)	Application creation
11	Verify redirect after submission	After submission, redirects to application detail view or confirmation page	Redirect: Application detail or confirmation	Post-submission flow
12	Verify new application appears in list	Return to landing page, new application appears in Current Applications list	List Update: New application visible	List integration
13	Test form cancellation	Cancel button returns to landing page without creating application	Action: Cancel, Result: No new application	Cancellation handling
14	Verify application numbering	New applications receive sequential numbers in proper format	Format: NCA-YYYY-XXXXXX	ID generation

Verification Points

Primary_Verification: Add New Application button successfully opens form and creates new applications
Secondary_Verifications: Form validation, proper ID generation, list integration
Negative_Verification: Form validation prevents invalid submissions, cancellation works properly

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: CIS01US04_TC_028 - Landing page functionality
Blocked_Tests: New application workflow tests
Parallel_Tests: Application list management tests
Sequential_Tests: Application creation to completion workflow tests

Additional Information

Notes: Entry point for new customer onboarding process
Edge_Cases: Concurrent application creation, form timeout scenarios
Risk_Areas: Application ID uniqueness, form data integrity
Security_Considerations: User permissions for application creation, data validation

Missing Scenarios Identified

Scenario_1: Integration with external customer verification services during application creation

Type: Integration
Rationale: New applications may require real-time customer verification
Priority: P3

Scenario_2: Application creation from different entry points (walk-in vs online vs phone)

Type: Multi-channel
Rationale: Different creation methods may have different data requirements
Priority: P2

Test Case 31: Verify Utility Administrator Role and System Configuration

Test Case Metadata

Test Case ID: CIS01US04_TC_031
Title: Verify Utility Administrator role access to system configuration, performance monitoring, and workflow management
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Administration
Test Type: Functional/Security
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Role-Based-Access, System-Administration, Configuration-Management, MOD-Consumer-Onboarding, P2-High, Phase-Regression, Type-Security, Platform-Web, Report-Engineering/QA/Security-Validation/Quality-Dashboard/Module-Coverage, Customer-All, Risk-High, Business-High, Revenue-Impact-Medium, Admin-Access, 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: High
Complexity_Level: High
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100% of administrative role functionality
Integration_Points: Admin-Panel, Configuration-Service, Analytics-Engine
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering/QA
Report_Categories: Security-Validation, Engineering, Quality-Dashboard, Module-Coverage, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: User Roles - Utility Administrator capabilities, System configuration access
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_021, CIS01US04_TC_032

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Admin Panel, Configuration Service, Analytics Engine, User Management
Performance_Baseline: < 3 seconds admin panel load
Data_Requirements: Utility Administrator account with proper permissions

Prerequisites

Setup_Requirements: Utility Administrator account with full system access
User_Roles_Permissions: Utility Administrator role with configuration and monitoring access
Test_Data: Admin User: admin_user, Password: Admin@123, Permissions: Full system administration
Prior_Test_Cases: Authentication system verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login with Utility Administrator credentials	Dashboard loads with administrative menu options	Username: admin_user, Password: Admin@123	Admin authentication
2	Verify administrative menu access	Menu shows additional options: System Configuration, Performance Monitoring, User Management	Menu Items: System Config, Performance, User Mgmt	Admin menu availability
3	Access System Configuration panel	Configuration panel opens with workflow and business rule settings	Panel: System Configuration	Configuration access
4	Verify workflow configuration options	Can configure document requirements by customer type and service category	Options: Document requirements, Customer types	Workflow configuration
5	Test document requirement modification	Modify required documents for Industrial category, changes save successfully	Category: Industrial, Documents: Add/Remove requirements	Configuration modification
6	Verify approval hierarchy configuration	Can set up approval hierarchies and escalation rules	Settings: Approval levels, Escalation rules	Approval workflow config
7	Access Performance Monitoring dashboard	Dashboard shows application processing metrics and bottleneck identification	Metrics: Processing times, Bottlenecks, Performance trends	Performance visibility
8	Verify KPI configuration access	Can modify KPI calculations and display settings	KPIs: Configure calculation methods, Display options	KPI management
9	Test user permission management	Can assign/modify user roles and permissions	Actions: Add user, Modify permissions, Role assignment	User management
10	Verify template communication management	Can update template communications and automated messages	Templates: Email, SMS, Notification templates	Communication management
11	Test integration settings configuration	Can configure external system connections (WX Dispatcher, GIS, etc.)	Integrations: WX Dispatcher settings, API configurations	Integration management
12	Verify report generation capabilities	Can generate custom reports for management review	Reports: Performance, Processing times, User activity	Reporting functionality
13	Test configuration audit trail	All configuration changes are logged with user and timestamp	Audit: Configuration change logs	Configuration auditing
14	Verify role-based view restrictions	Customer Executive cannot access administrative functions	Role: Customer Executive, Access: Restricted admin functions	Role separation

Verification Points

Primary_Verification: Utility Administrator role has complete access to system configuration and monitoring
Secondary_Verifications: Configuration changes take effect, audit trail functionality, role separation
Negative_Verification: Non-admin users cannot access administrative functions

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: Weekly
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: User authentication and role management
Blocked_Tests: Configuration-dependent functionality tests
Parallel_Tests: Customer Executive role tests
Sequential_Tests: Configuration impact validation tests

Additional Information

Notes: Critical for system maintainability and operational efficiency
Edge_Cases: Concurrent configuration changes, configuration conflicts
Risk_Areas: System security, configuration integrity, role privilege escalation
Security_Considerations: Administrative access control, configuration change authorization

Missing Scenarios Identified

Scenario_1: Bulk configuration changes and their impact on active applications

Type: System Impact
Rationale: Configuration changes may affect in-progress workflows
Priority: P1

Scenario_2: Configuration backup and restore functionality

Type: Data Protection
Rationale: System configurations need protection against accidental changes
Priority: P3

Test Case 32: Verify Consumer Management Integration After Activation

Test Case Metadata

Test Case ID: CIS01US04_TC_032
Title: Verify activated consumers appear in Consumer Management system with complete service and account information
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: Consumer Management Integration
Test Type: Integration
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Consumer-Management, Post-Activation, System-Integration, MOD-Consumer-Management, P1-Critical, Phase-Regression, Type-Integration, Platform-Web, Report-Engineering/Product/QA/Integration-Testing/Quality-Dashboard, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Account-Creation, Happy-Path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of consumer management integration
Integration_Points: Consumer-Management-System, Account-Database, Billing-System
Code_Module_Mapped: Consumer-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering/Product
Report_Categories: Integration-Testing, Engineering, Quality-Dashboard, Revenue-Impact-Tracking, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Business Rule - Activated consumers appear in Consumer Management system
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_024, CIS01US04_TC_025

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Consumer Management System, Account Database, Billing System, Integration APIs
Performance_Baseline: < 5 seconds account creation
Data_Requirements: Recently activated application with complete service setup

Prerequisites

Setup_Requirements: Application NCA-2025-001234 fully activated with all services configured
User_Roles_Permissions: Access to both Consumer Onboarding and Consumer Management modules
Test_Data: Activated Consumer: disco deewane, Consumer Number: Con71, Service: Water, Meter: 20119598
Prior_Test_Cases: CIS01US04_TC_024 - Service activation completed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Confirm application NCA-2025-001234 is fully activated	Application shows status "activated" in Consumer Onboarding	Application: NCA-2025-001234, Status: "activated"	Pre-condition verification
2	Navigate to Consumer Management module	Consumer Management module loads with consumer list	Module: Consumer Management	Module access
3	Search for consumer "disco deewane" in Consumer Management	Consumer appears in search results with active status	Search: "disco deewane", Status: Active	Consumer availability
4	Click to view consumer details	Consumer detail page opens with complete service information	Consumer: disco deewane, ID: Con71	Consumer record access
5	Verify customer information transfer	Contact details match application: email, phone, addresses	Email: disco@yopmail.com, Phone: 23456789765, Address: Full Samoa format	Data consistency
6	Verify account information transfer	Account details match: Category (Industrial), Sub Category (Agro Agencies), Connection Date	Category: Industrial, Sub Category: Agro Agencies, Connection: 2025-07-30	Account data transfer
7	Verify service information integration	Service shows: Type (Water), Plan (Business Variable Plan), Status (Active)	Service: Water, Plan: Business Variable Plan, Status: Active	Service configuration
8	Verify meter information transfer	Meter details: Number (20119598), Device (20119598), Reading, Installation Date	Meter: 20119598, Device: 20119598, Reading: Latest value, Install Date: Current	Meter data integration
9	Verify billing account creation	Billing information appears: Payment preferences, billing address, communication preferences	Payment: Credit settings, Billing Address: Samoa address, Communication: Selected preferences	Billing setup
10	Verify service location mapping	Service address appears correctly mapped in consumer record	Service Location: Full address with GIS coordinates if available	Location integration
11	Test consumer record functionality	Can perform consumer management operations (bill generation, service modifications)	Operations: Bill generation test, Service status check	Functional integration
12	Verify audit trail linkage	Consumer record shows creation source as "New Connection Application NCA-2025-001234"	Source: NCA-2025-001234, Creation Method: Application Activation	Source tracking
13	Test real-time updates	Changes in Consumer Management reflect back to original application record	Test: Update consumer info, Verify: Application record updates	Bidirectional sync
14	Verify consumer number consistency	Consumer Number (Con71) matches across both systems	Consumer Number: Con71 in both Onboarding and Management	ID consistency

Verification Points

Primary_Verification: Activated consumers appear in Consumer Management with complete and accurate data transfer
Secondary_Verifications: Data consistency, functional integration, audit trail linkage
Negative_Verification: Incomplete or failed activations do not create consumer records

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: Weekly
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: CIS01US04_TC_024 - Service activation
Blocked_Tests: Billing system integration tests
Parallel_Tests: Account management tests
Sequential_Tests: End-to-end customer lifecycle tests

Additional Information

Notes: Critical integration ensuring seamless customer lifecycle management
Edge_Cases: Activation failures, partial data transfer, system unavailability during activation
Risk_Areas: Data synchronization, integration reliability, account creation failures
Security_Considerations: Data integrity during transfer, access control consistency

Missing Scenarios Identified

Scenario_1: Consumer Management integration failure handling and recovery

Type: Error Handling
Rationale: System must handle integration failures without losing activation data
Priority: P1

Scenario_2: Historical application data visibility from Consumer Management

Type: Data Linkage
Rationale: Support staff may need to reference original application from consumer record
Priority: P2

Test Case 33: Verify Payment Method Validation and Processing

Test Case Metadata

Test Case ID: CIS01US04_TC_033
Title: Verify payment method validation for Pay Later, Credit Card, and Cash with proper status tracking and acceptance criteria
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Payment Processing
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path/Negative, Consumer/Onboarding/Billing, Payment-Processing, Financial-Validation, MOD-Consumer-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Engineering/Quality-Dashboard/Revenue-Impact-Tracking, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Payment-Methods, 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: High
Complexity_Level: High
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of payment method validation
Integration_Points: Payment-Gateway, Billing-System, Financial-Services
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/Engineering
Report_Categories: Quality-Dashboard, Revenue-Impact-Tracking, Engineering, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Payment Details validation, Multiple payment method support based on wireframes
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_009, CIS01US04_TC_019

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Payment Gateway, Billing System, Financial Services API
Performance_Baseline: < 5 seconds payment processing
Data_Requirements: Payment processing test accounts and methods

Prerequisites

Setup_Requirements: Payment gateway configured with test payment methods
User_Roles_Permissions: Customer Executive role with payment processing access
Test_Data: Application: NCA-2025-001234, Amount: $4500.00, Payment Options: Pay Later/Credit Card/Cash
Prior_Test_Cases: Application ready for payment processing

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Payment Details section in Application Review	Payment Details section displays with current payment information	Section: Payment Details	Payment section access
2	Verify payment amount display	Amount shows $4500.00 with proper currency formatting	Amount: $4500.00	Amount validation
3	Verify Payment Type field	Shows "Registration" as payment category	Payment Type: Registration	Payment categorization
4	Test "Pay Later" payment option	Select Pay Later, Payment Mode field becomes optional, Status shows "PENDING"	Option: Pay Later, Mode: N/A, Status: PENDING	Deferred payment
5	Test "Pay Now" with Credit Card	Select Pay Now, Payment Mode becomes required, shows Credit Card option	Option: Pay Now, Mode: Credit Card	Credit card processing
6	Enter credit card details	Credit card form accepts valid card information	Card: Test card number, Expiry, CVV	Card input validation
7	Process credit card payment	Payment processes successfully, Status changes to "PAID" or "CREDIT"	Processing Result: Success, Status: CREDIT	Payment processing
8	Test cash payment option	Select Pay Now with Cash, Status shows "CASH"	Option: Pay Now, Mode: Cash, Status: CASH	Cash payment handling
9	Verify payment date recording	Payment Date field updates with transaction date	Payment Date: Current date (2025-07-31)	Date tracking
10	Test payment validation for acceptance	With PENDING status, Accept Application button remains disabled	Payment Status: PENDING, Button: Disabled	Acceptance validation
11	Test payment completion for acceptance	With CREDIT/CASH status, Accept Application button becomes enabled	Payment Status: CREDIT, Button: Enabled	Payment completion
12	Verify payment audit trail	Payment actions logged with user, timestamp, method, amount	Audit: Payment method change, Amount processed, User action	Payment auditing
13	Test invalid payment scenarios	Invalid credit card details show appropriate error messages	Invalid Card: Expired card, Error: "Card expired"	Error handling
14	Test payment reversal/modification	Can modify payment method before application acceptance	Modification: Change from Credit to Cash	Payment flexibility

Verification Points

Primary_Verification: All payment methods (Pay Later, Credit Card, Cash) process correctly with proper validation
Secondary_Verifications: Status tracking, acceptance criteria, audit trail, error handling
Negative_Verification: Invalid payments rejected, acceptance blocked for incomplete payments

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: Weekly
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: Application Review setup
Blocked_Tests: Billing system integration
Parallel_Tests: Financial reporting tests
Sequential_Tests: Revenue tracking tests

Additional Information

Notes: Critical for revenue collection and financial compliance
Edge_Cases: Payment gateway failures, network timeouts, partial payments
Risk_Areas: Payment security, transaction integrity, financial data protection
Security_Considerations: PCI compliance, payment data encryption, fraud prevention

Missing Scenarios Identified

Scenario_1: Partial payment scenarios and installment options

Type: Financial Flexibility
Rationale: Large service fees may require payment plans
Priority: P3

Scenario_2: Payment method switching after initial selection and processing

Type: Business Logic
Rationale: Customers may need to change payment methods due to processing issues
Priority: P2

Test Case 34: Verify Enhanced Search and Filter Combinations

Test Case Metadata

Test Case ID: CIS01US04_TC_034
Title: Verify enhanced search functionality by Application ID and name with comprehensive filter combinations for date, category, subcategory, and status
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Search and Filtering
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Search-Filter, Data-Management, User-Experience, MOD-Consumer-Onboarding, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Quality-Dashboard/User-Acceptance/Performance-Metrics, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Search-Optimization, Happy-Path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of search and filter functionality
Integration_Points: Search-Service, Database-Indexing, Filter-Engine
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, User-Acceptance, Performance-Metrics, Customer-Segment-Analysis, Module-Coverage
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Landing Page search functionality - Application ID and name search, Filter requirements
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_020, CIS01US04_TC_028

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Search Service, Database, Filter Engine
Performance_Baseline: < 2 seconds search results
Data_Requirements: Diverse application dataset with various statuses, categories, dates

Prerequisites

Setup_Requirements: Multiple applications with different categories, statuses, and dates
User_Roles_Permissions: Customer Executive role with search access
Test_Data: Applications: NCA-2025-001234 (Industrial/Agro), NCA-2025-001235 (Residential/Domestic), Various dates and statuses
Prior_Test_Cases: CIS01US04_TC_028 - Landing page access

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Consumer Onboarding landing page	Landing page displays with search bar and filter options	Page: Consumer Onboarding landing	Search interface access
2	Verify search bar placeholder text	Search bar shows "Application ID, name" as placeholder	Placeholder: "Application ID, name"	Search guidance
3	Test search by complete Application ID	Enter full ID, search returns exact matching application	Search: "NCA-2025-001234", Result: Single matching application	Exact ID match
4	Test search by partial Application ID	Enter partial ID, search returns applications starting with partial match	Search: "NCA-2025", Result: All applications with NCA-2025 prefix	Partial ID match
5	Test search by customer name (exact)	Enter exact name, search returns customer's applications	Search: "disco deewane", Result: All applications for disco deewane	Exact name match
6	Test search by customer name (partial)	Enter partial name, search returns matching results	Search: "disco", Result: Applications with names containing "disco"	Partial name match
7	Verify date filter options	Date filter shows options for date ranges (Last 7 days, Last 30 days, Custom range)	Filter Options: Date range selections	Date filtering
8	Test date filter - Last 30 days	Select Last 30 days, list shows only applications from last 30 days	Filter: Last 30 days, Result: Recent applications only	Recent date filtering
9	Test date filter - Custom range	Select custom date range, list shows applications within specified period	Date Range: 2025-07-01 to 2025-08-12, Result: Applications in range	Custom date range
10	Verify category filter options	Category filter shows all available categories (Industrial, Residential, Commercial)	Categories: Industrial, Residential, Commercial	Category options
11	Test category filter selection	Select Industrial category, list shows only Industrial applications	Category: Industrial, Result: Only Industrial applications	Category filtering
12	Verify subcategory filter dependency	Subcategory filter updates based on selected category	Category: Industrial → Subcategories: Agro Agencies, Manufacturing, etc.	Dependent filtering
13	Test combined category and subcategory filter	Select category and subcategory, list shows intersection	Category: Industrial, Subcategory: Agro Agencies, Result: Specific subset	Combined filtering
14	Test status filter options	Status filter shows all application statuses (Pending, Approved, Rejected, Activated)	Statuses: All workflow statuses available	Status options
15	Test multiple filter combination	Apply search term + date + category + status filters simultaneously	Search: "disco" + Date: Last 30 days + Category: Industrial + Status: Pending	Complex filtering
16	Test filter clearing	Clear filters button resets all filters and shows complete list	Action: Clear Filters, Result: Full application list	Filter reset
17	Verify "No results" handling	Apply filters with no matching data, shows appropriate message	Filter: Non-existent combination, Result: "No applications found" message	Empty results
18	Test search performance	Large dataset search completes within performance baseline	Dataset: 100+ applications, Performance: < 2 seconds	Performance validation

Verification Points

Primary_Verification: Search and filter combinations work correctly and return accurate results
Secondary_Verifications: Performance within baseline, proper empty state handling, filter dependencies
Negative_Verification: Invalid search terms handled gracefully, no results state properly displayed

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: CIS01US04_TC_028 - Landing page functionality
Blocked_Tests: Advanced search functionality
Parallel_Tests: Export functionality tests
Sequential_Tests: Search performance optimization tests

Additional Information

Notes: User experience enhancement for large application datasets
Edge_Cases: Special characters in search, very large result sets, concurrent search requests
Risk_Areas: Search performance, database query optimization, result accuracy
Security_Considerations: Search input validation, data access control

Missing Scenarios Identified

Scenario_1: Search result sorting and ordering options

Type: User Experience
Rationale: Users may want to sort results by date, status, or other criteria
Priority: P3

Scenario_2: Saved search and filter combinations for frequent use

Type: User Productivity
Rationale: Power users may benefit from saved search configurations
Priority: P4

Test Case 35: Verify Export Functionality and Data Integrity

Test Case Metadata

Test Case ID: CIS01US04_TC_035
Title: Verify export functionality downloads filtered application data in proper format with complete data integrity
Created By: Hetal
Created Date: 2025-08-12
Version: 1.0

Classification

Module/Feature: New Connection Application Data Export
Test Type: Functional
Test Level: System
Priority: P3-Medium
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer/Onboarding, Data-Export, File-Operations, Reporting, MOD-Consumer-Onboarding, P3-Medium, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA/Quality-Dashboard/User-Acceptance/Customer-Segment-Analysis, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Export-Data, Happy-Path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of export functionality
Integration_Points: Export-Service, File-Generation, Data-Formatting
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product/QA
Report_Categories: Quality-Dashboard, User-Acceptance, Customer-Segment-Analysis, Module-Coverage, Performance-Metrics
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Related_Requirements: Landing Page export functionality for filtered application data
Related_Bugs: N/A
Related_Test_Cases: CIS01US04_TC_034, CIS01US04_TC_028

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Export Service, File Generation Service
Performance_Baseline: < 10 seconds for standard exports
Data_Requirements: Application data set for export testing

Prerequisites

Setup_Requirements: Multiple applications available for export with various data configurations
User_Roles_Permissions: Customer Executive role with export permissions
Test_Data: Filtered dataset including various applications with complete information
Prior_Test_Cases: CIS01US04_TC_034 - Search and filter functionality verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Consumer Onboarding landing page with application list	Landing page displays with applications and export functionality	Page: Application list view	Export interface access
2	Locate "Export" button or link	Export option visible near search/filter controls	Button/Link: "Export" or "Download Data"	Export option availability
3	Test export with no filters applied	Click Export, system downloads all visible applications	Export: All current applications	Full dataset export
4	Verify export file format	Downloaded file is in CSV, Excel, or other structured format	Format: .csv or .xlsx	File format validation
5	Open and verify exported file structure	File contains proper column headers matching application list	Headers: Application ID, Name, Category, Sub Category, Phone, Submission Date, Status	Column structure
6	Verify exported data accuracy	Exported data matches displayed application information exactly	Sample verification: NCA-2025-001234 data matches display	Data integrity
7	Apply filters and test filtered export	Apply category filter, export downloads only filtered results	Filter: Industrial category, Export: Only Industrial applications	Filtered export
8	Test export with search results	Apply search term, export downloads only search results	Search: "disco deewane", Export: Only matching applications	Search-based export
9	Test export with combined filters	Apply multiple filters, export reflects combined filter results	Filters: Date + Category + Status, Export: Intersection results	Complex filter export
10	Verify export file naming convention	Exported file has meaningful name with timestamp	Filename: "Applications_Export_2025-08-12_14-30-25.csv"	File naming
11	Test large dataset export	Export large number of applications (if available)	Dataset: Maximum available applications	Performance testing
12	Verify special character handling	Applications with special characters export correctly	Special chars: Names with apostrophes, accents, etc.	Character encoding
13	Test export cancellation	If export takes time, verify cancellation works	Action: Cancel during export processing	Cancellation handling
14	Verify export permissions	Non-authorized users cannot access export functionality	User: Limited permissions, Access: Export restricted	Permission validation

Verification Points

Primary_Verification: Export functionality downloads accurate, complete data in proper format
Secondary_Verifications: File format, naming convention, filtering respect, performance
Negative_Verification: Permission restrictions work, cancellation handled properly

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: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CIS01US04_TC_034 - Filter functionality
Blocked_Tests: Advanced reporting tests
Parallel_Tests: Data integrity validation tests
Sequential_Tests: Export format customization tests

Additional Information

Notes: Enables data analysis and external reporting capabilities
Edge_Cases: Very large exports, empty datasets, concurrent export requests
Risk_Areas: Data privacy in exports, file generation performance
Security_Considerations: Export data access control, sensitive information handling

Missing Scenarios Identified

Scenario_1: Export format selection (CSV, Excel, PDF) and customization options

Type: User Experience
Rationale: Different users may prefer different export formats
Priority: P4

Scenario_2: Scheduled or automated exports for regular reporting

Type: Operational Efficiency
Rationale: Regular reporting may benefit from automation
Priority: P4

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Test Scenario Summary

Test Case 1: Verify Workflow Progress Indicator Display

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: Verify Application Countdown Timer and SLA Tracking

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