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Consumer management (CIS01US02)

Total Test Cases: 19

Total Acceptance Criteria:20

Total Coverage Percentage: 100%


Functional Test Scenarios

A. Consumer Dashboard & Management

Dashboard metrics display and calculations

Consumer search and filtering functionality

Consumer list management with simplified view

Consumer profile navigation and data display

B. New Consumer Application Workflow (Updated)

Application method selection (AI-powered vs Manual)

Consumer details form validation and submission

Address details management with service/billing separation

Document upload and verification process

Plan selection and comparison with Eco-Friendly options

Application review and direct submission (5-step process)

Payment processing with multiple completion flows

C. Consumer Profile Management

Complete consumer profile display with all tabs

Financial information and payment history

Service connections and meter management

Relationship health score calculations

Activity timeline and communication history

D. Business Rules Validation

Relationship health score weighted calculations

Account status management rules

Payment compliance tracking algorithms

Service plan assignment and billing rules

Non-Functional Test Scenarios

A. Performance Testing

Dashboard load times (<3 seconds)

Consumer search response (<500ms)

Document upload processing

Payment processing performance

B. Security Testing

Authentication and authorization

Data encryption and protection

Document verification security

Payment data handling

C. Compatibility Testing

Cross-browser support (Chrome 115+)

Device compatibility testing





Test Case 1: Dashboard Metrics Display 

Test Case Metadata:

Test Case ID: CIS01US02_TC_001

Title: Verify Consumer Dashboard displays accurate account metrics with UI simplification changes

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC1 - Dashboard metrics display

Classification:

Module/Feature: Consumer Management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Smoke

Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-End-to-End, Dashboard-Metrics, UI-Validation, Performance-Critical, Data-Accuracy, Database

Business Context:

Customer_Segment: All

Revenue_Impact: Medium

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: No

SLA_Related: Yes

Quality Metrics:

Risk_Level: High

Complexity_Level: Medium

Expected_Execution_Time: 5 minutes

Reproducibility_Score: High

Data_Sensitivity: Medium

Failure_Impact: Critical

Coverage Tracking:

Feature_Coverage: 100% of dashboard metrics and UI changes

Integration_Points: Services-CX , API , Happy path

Code_Mapped: CX-Backoffice

Requirement_Coverage: AC1 Complete

Requirements Traceability

Related_Test_Cases: All subsequent consumer management test cases depend on dashboard access

Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Consumer database, calculation service, UI framework

Performance_Baseline: <2 seconds page load

Data_Requirements: 7 consumer accounts with varied statuses (4 Active, 1 Inactive, 1 Temporarily Disconnected, 1 Disconnected)

Prerequisites:

Setup_Requirements: Consumer Management Module accessible

User_Roles_Permissions: Customer Service Representative access

Test_Data: 7 consumer accounts: 4 Active (John Doe-WU-10001, Jane Smith-WU-10002, etc.), 1 Inactive, 1 Temporarily Disconnected, 1 Disconnected (David Miller-WU-10007)

Prior_Test_Cases: System login successful

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Consumer Management Module

Dashboard loads within 2 seconds with updated UI

N/A

Performance baseline

2

Verify Total Accounts metric

Displays "7"

Total Accounts" means the total number of consumer accounts in the system. For example, if the dashboard shows 7, that means there are 7 consumer accounts added in the system

Count all accounts

3

Verify Active Accounts metric

Displays "4" with "57%"

Active Accounts percentage means how many of the total accounts are currently active.
(Active Accounts ÷ Total Accounts) × 100

(4/7)*100 = 57%

4

Verify Inactive Accounts metric

Displays "1" with "14%"

Inactive Accounts percentage means how many accounts are not active out of all accounts.
(Inactive Accounts ÷ Total Accounts) × 100

(1/7)*100 = 14%

5

Verify Temporarily Disconnected metric

Displays "1" with "14%"

Temporarily Disconnected percentage means how many accounts are temporarily disconnected out of all accounts.(Temporarily Disconnected ÷ Total Accounts) × 100

(1/7)*100 = 14%

6

Verify Total Balance calculation

Displays "$2044.50"

Total balance means the sum of money from all consumer accounts combined.if the dashboard shows $2044.50, it means all consumer account balances added together equal $2044.50

Aggregate calculation

7

Verify consumer list accessibility

Consumer list loads with search functionality

Consumer data

Core functionality preserved

8

Verify search functionality maintained

Search bar functional and responsive

Search by account number , consumer name

Core functionality preserved

Verification Points:

Primary_Verification: All dashboard metrics display correct values with UI changes implemented

Secondary_Verifications: Page loads within performance baseline, simplified UI elements properly rendered, calculations accurate

Negative_Verification:


Test Case 2: Consumer Search Functionality

Test Case Metadata:

Test Case ID: CIS01US02_TC_002

Title: Verify consumer search works across all supported fields (name, account number, phone, email, address)

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC2 - Search functionality

Classification:

Module/Feature: Consumer Management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Smoke

Automation Status: Automated


Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Low, Integration-Point, Search-Performance, Data-Retrieval, UI-Consistency , API, HappyPath


Business Context:

Customer_Segment: All

Revenue_Impact: Low

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: No

SLA_Related: Yes

Quality Metrics:

Risk_Level: High

Complexity_Level: Medium

Expected_Execution_Time: 8 minutes

Reproducibility_Score: High

Data_Sensitivity: High

Failure_Impact: High

Coverage Tracking:

Feature_Coverage: 100% of search functionality across all fields

Integration_Points: Services-CX , API , Happy path

Code_Module_Mapped:CX-Backoffice

Requirement_Coverage: AC2 Complete

Requirements Traceability

Related_Test_Cases: CIS01US02_TC_001 (Dashboard must be accessible)


Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Consumer database, search indexing service

Performance_Baseline: <500ms search response

Data_Requirements: Consumer records with known values for all searchable fields

Prerequisites:

Setup_Requirements: Consumer Management dashboard accessible

User_Roles_Permissions: Customer Service Representative access

Test_Data: John Doe (WU-10001, john.doe@example.com, (555) 123-4567, 123 Main St), Jane Smith (WU-10002, jane.smith@example.com), David Miller (WU-10007, david.miller@example.com)

Prior_Test_Cases: CIS01US02_TC_001 (Dashboard loads successfully)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Click in search bar

Cursor appears, placeholder text visible

N/A

UI responsiveness

2

Search by consumer name

Returns matching consumer record

"John Doe"

Name search validation

3

Verify search result accuracy

John Doe record displayed with correct details

John Doe data

Result accuracy

4

Clear search and search by account number

Returns specific account

"WU-10001"

Account number search

5

Verify account search result

Correct consumer profile displayed

WU-10001 data

Account search accuracy

6

Search with partial name

Returns consumers with partial match

"John"

Partial search functionality

7

Search with case variation

Returns results regardless of case

"JOHN DOE"

Case insensitive search

8

Search with invalid data

Shows "No results found" message

"InvalidData123"

Negative test

9

Measure search response time

Response within 500ms for all searches

All search queries

Performance validation

10

Test special characters in search

Handles special characters gracefully

"O'Connor"

Special character handling

11

Test empty search

Returns all consumers or shows appropriate message

Empty string

Empty search behavior

Verification Points:

Primary_Verification: Search returns accurate results for all supported field types (name, account, phone, email, address)

Secondary_Verifications: Response time meets performance baseline, proper handling of no results, case insensitive functionality

Negative_Verification: Invalid searches don't cause errors, special characters handled properly




Test Case 3: Consumer List Filtering and Sorting

Test Case Metadata:

Test Case ID: CIS01US02_TC_003

Title: Verify consumer list filtering, sorting, and display customization options

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC3 - Filtering, sorting, and display customization

Classification:

Module/Feature: Consumer Management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low, Integration-Point, List-Management, Filter-Sort, Data-Organization, HappyPath, API


Business Context:

Customer_Segment: All

Revenue_Impact: Low

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: No

SLA_Related: Yes

Quality Metrics:

Risk_Level: Medium

Complexity_Level: High

Expected_Execution_Time: 12 minutes

Reproducibility_Score: High

Data_Sensitivity: Medium

Failure_Impact: Medium

Coverage Tracking:

Feature_Coverage: 100% of filtering, sorting, and display options

Integration_Points: Services-CX , API , Happy path

Code_Module_Mapped: CX-Backoffice

Requirement_Coverage: AC3 Complete

Requirements Traceability

Related_Test_Cases: CIS01US02_TC_001, CIS01US02_TC_002 (Dashboard and search functionality)


Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Consumer database, filtering service

Performance_Baseline: <2 seconds filter/sort response

Data_Requirements: 7 consumers with varied statuses, categories, and payment states

Prerequisites:

Setup_Requirements: Consumer Management dashboard loaded

User_Roles_Permissions: Customer Service Representative access

Test_Data: Mixed consumer data: Active (John Doe, Jane Smith), Inactive (1), Temporarily Disconnected (1), Collection status (David Miller), VIP status (Jane Smith )

Prior_Test_Cases: CIS01US02_TC_001, CIS01US02_TC_002

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Verify Filter button presence

Filter button visible and accessible

N/A

Filter availability

2

Click Filter button

Filter options dropdown/panel opens

N/A

Filter interface access

3

Filter by Status: Active

Only active consumers displayed

Active consumers

Status filter

4

Verify Active filter results

Shows 4 active consumers (John Doe, Jane Smith, etc.)

Active status data, it means the data or information about all the accounts that are currently active

Filter accuracy

5

Filter by Status: Inactive

Only inactive consumers displayed

Inactive consumers are people whose accounts are not currently active — they are not using the service right now.

Status filter

6

Filter by Status: Temporarily Disconnected

Only temporarily  disconnected consumers shown

Temporarily disconnected means the account is paused or turned off for a short time, but it can be reconnected later.

Status filter

7

Filter by Status: Disconnected

Only disconnected consumers displayed

Disconnected status means the account is currently not connected or not working, 

Status filter

8

Filter by Category: Residential

Only residential consumers shown

Residential category

Category filter

9

Filter by Category: Commercial

Only commercial consumers shown

Commercial category

Category filter

10

Filter by Payment Status: Current

Only current payment consumers shown

Current payments

Payment filter

11

Filter by Payment Status: Collection

Only collection status consumers shown

Collection status

Payment filter

12

Filter by VIP Status

Only VIP consumers displayed (Jane Smith )

VIP consumers

VIP filter

13

Apply multiple filters

Filters work in combination

Multiple criteria

Combined filtering

14

Clear all filters

All consumers displayed again

All data

Filter reset

15

Verify Sort button presence

Sort button visible and accessible

N/A

Sort availability

16

Sort by Name (A-Z)

Consumers sorted alphabetically ascending

Consumer names

Name sort ascending

17

Sort by Name (Z-A)

Consumers sorted alphabetically descending

Consumer names

Name sort descending

18

Sort by Account Number

Consumers sorted by account number

Account numbers

Account sort

19

Sort by Balance (High to Low)

Consumers sorted by balance descending

Balance amounts

Balance sort desc

20

Sort by Balance (Low to High)

Consumers sorted by balance ascending

Balance amounts

Balance sort asc

21

Sort by Last Contact Date

Consumers sorted by recent contact

Contact dates

Date sort

22

Verify Display button presence

Display customization button accessible

N/A

Display options

23

Click Display options

Display customization panel opens

N/A

Display interface

24

Toggle column visibility

Columns can be shown/hidden

Various columns

Column customization

25

Adjust column width

Column widths can be CXified

Column headers

Width adjustment

26

Change rows per page

Number of displayed rows adjustable

Page size options

Pagination control

27

Test filter + sort combination

Filtering and sorting work together

Combined operations

Integration test

28

Verify performance

All operations complete within 2 seconds

All operations

Performance validation

Verification Points:

Primary_Verification: All filtering, sorting, and display customization options function correctly

Secondary_Verifications: Filters work independently and in combination, sorting maintains filter state, display options persist

Negative_Verification: No data loss during operations, proper handling of empty filter results




Test Case 4: Consumer Profile Display

Test Case Metadata:

Test Case ID: CIS01US02_TC_004

Title: Verify consumer profile displays complete account information including contact details, account information, and payment details

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC4 - Consumer profile with complete account information

Classification:

Module/Feature: Consumer Management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-End-to-End, Profile-Display, Data-Integrity, Contact-Management , BxServices, HappyPath, Database


Business Context:

Customer_Segment: All

Revenue_Impact: Medium

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: Yes

SLA_Related: Yes

Quality Metrics:

Risk_Level: High

Complexity_Level: High

Expected_Execution_Time: 10 minutes

Reproducibility_Score: High

Data_Sensitivity: High

Failure_Impact: Critical

Coverage Tracking:

Feature_Coverage: 100% of consumer profile information display

Integration_Points: Services-CX , API , Happy path

Code_Module_Mapped: CX-Backoffice

Requirement_Coverage: AC4 Complete

Requirements Traceability

Related_Test_Cases: CIS01US02_TC_001 (Dashboard accessibility)


Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Consumer database, profile service

Performance_Baseline: <2 seconds profile load

Data_Requirements: Complete consumer profiles with contact, account, and payment data

Prerequisites:

Setup_Requirements: Consumer Management system accessible

User_Roles_Permissions: Customer Service Representative access

Test_Data: John Doe (WU-10001) complete profile with all required information

Prior_Test_Cases: CIS01US02_TC_001 (Dashboard accessible)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe consumer profile

Profile loads within 2 seconds

John Doe (WU-10001)

Profile access

2

Verify profile header information

Shows "John Doe", account "WU-10001", status "Active"

Profile header data

Header validation

3

Verify VIP status indicator

VIP badge displayed if applicable

VIP status

VIP identification

4

Verify contact information section

Contact details clearly organized and displayed

Contact data
Email address, phone number, billing address, service address

Contact organization

5

Verify email address display

Shows "john.doe@example.com"

Email data

Email accuracy

6

Verify phone number display

Shows "(555) 123-4567"

Phone data

Phone accuracy

7

Verify service address display

Shows "123 Main St, Anytown"

Service address

Service address accuracy

8

Verify billing address display

Shows "456 Finance Ave, Billtown"

Billing address

Billing address accuracy

9

Verify account information section

Account details properly organized

Account data: Consumer name , category, subcategory,connection date plan

Account organization

10

Verify consumer number display

Shows "WU-10001" matching account number

Consumer number

Number consistency

11

Verify category display

Shows "Residential"

Category data

Category accuracy

12

Verify sub-category display

Shows "Single Family"

Sub-category data

Sub-category accuracy

13

Verify connection date display

Shows "Jan 15, 2023"

Connection date

Date accuracy

14

Verify plan information

Shows "Standard Residential" plan

Plan data

Plan accuracy

15

Verify payment details section

Payment information clearly displayed

Payment data: Last payment, payment date, payment mode,next payment due, outstanding, payment compliance

Payment organization

16

Verify current balance display

Shows "$75.30"

Current balance

Balance accuracy

17

Verify last payment display

Shows "$120.45 (Apr 20, 2025)"

Last payment

Payment accuracy

18

Verify payment CXe display

Shows "Auto-pay (Credit Card)"

Payment method

Method accuracy

19

Verify next payment due display

Shows "May 15, 2025"

Due date

Due date accuracy

20

Verify outstanding amount display

Shows "$75.30"

Outstanding amount

Outstanding accuracy

21

Verify payment compliance display

Shows "92%"

Compliance percentage

Compliance accuracy

22

Verify last billed date display

Shows "Apr 15, 2025"

Billing date

Billing accuracy

23

Verify account age calculation

Shows "28 months" from connection date

Age calculation

Age accuracy

24

Verify data consistency

All displayed information is consistent across sections

All profile data

Data integrity

25

Test profile refresh

Profile updates when refreshed

Updated data

Refresh functionality

Verification Points:

Primary_Verification: Complete consumer profile displays with accurate contact details, account information, and payment details

Secondary_Verifications: Data consistency across sections, proper formatting, performance meets baseline

Negative_Verification: No missing information, proper handling of null values, data integrity maintained




Test Case 5: Financial Information Display

Test Case Metadata:

Test Case ID: CIS01US02_TC_005

Title: Verify current balance ($75.30), last payment amount, and payment compliance percentage (92%) display accurately

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC5 - Current balance, last payment, and payment compliance display

Classification:

Module/Feature: Consumer Management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-End-to-End, Financial-Display, Payment-Tracking, Compliance-Metrics, BxServices, HappyPath, API


Business Context:

Customer_Segment: All

Revenue_Impact: High

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: Yes

SLA_Related: Yes

Quality Metrics:

Risk_Level: High

Complexity_Level: Medium

Expected_Execution_Time: 8 minutes

Reproducibility_Score: High

Data_Sensitivity: High

Failure_Impact: Critical

Coverage Tracking:

Feature_Coverage: 100% of financial information display requirements

Integration_Points: Services-CX , API , Happy path

Code_Module_Mapped:CX-Backoffice

Requirement_Coverage: AC5 Complete

Requirements Traceability

Related_Test_Cases: CIS01US02_TC_004 (Profile access verified)


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 financial data load

Data_Requirements: John Doe financial data with specific values for validation

Prerequisites:

Setup_Requirements: Consumer profile accessible

User_Roles_Permissions: Customer Service Representative access

Test_Data: John Doe (WU-10001) with Current Balance: $75.30, Last Payment: $120.45, Payment Compliance: 92%

Prior_Test_Cases: CIS01US02_TC_004 (Profile access verified)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe Financial tab

Financial information loads within 2 seconds

John Doe (WU-10001)

Financial access

2

Verify current balance display

Shows exactly "$75.30"

Current Balance means the latest amount the consumer needs to pay, based on the most recent bill. if it shows $75.30, that’s the latest bill amount for the consumer.

Balance accuracy

3

Verify balance formatting

Currency format with $ symbol and 2 decimals

$75.30 format

Format validation

4

Verify last payment amount display

Shows "$120.45"

Last payment means the most recent amount the consumer paid.

if it shows $120.45, that’s the amount the consumer paid last time.

Payment amount accuracy

5

Verify last payment date display

Shows "Apr 20, 2025"

Payment date

Payment date accuracy

6

Verify last payment method display

Shows payment method (Credit Card)

Payment method

Method accuracy

7

Verify payment compliance percentage

Shows exactly "92%"

tells us how many payments were made on time compared to all the payments that should have been made.(On-time Payments ÷ Total Payments) × 100

Compliance accuracy

8

Verify payment compliance calculation

92% = (On-time payments / Total payments) × 100

Payment history data

Calculation validation

9

Verify next due date display

Shows "May 15, 2025"

Next due date

Due date accuracy

10

Verify outstanding amount display

Shows "$75.30" (matches current balance)

Outstanding amount must calculate current balance minus payments received f your balance is $100 and you paid $24.70, then outstanding amount is $75.30.

Outstanding accuracy

12

Verify last billed amount display

Shows last bill amount if available

Billing data

Billing accuracy

13

Verify payment history 

Access to detailed payment history available

Payment history

History access

14

Verify account status indicator

Shows account status (Active/Current)

Account status

Status accuracy

15

Verify financial summary section

All financial metrics displayed together

Financial data

Summary completeness

16

Verify auto-pay status display

Shows auto-pay configuration

Auto-pay status

Auto-pay accuracy

17

Verify payment method display

Shows "Credit Card" or configured method

Payment method

Method display

18

Test financial data refresh

Data updates when refreshed

Updated financial data

Refresh functionality

19

Verify currency symbol consistency

All amounts show $ symbol

All financial amounts

Currency consistency

20

Verify decimal precision

All amounts show 2 decimal places

All amounts

Precision validation

21

Verify billing history 

Access to detailed billing history available 

Issue date , bill#, due date , amount , consumption ,status , actions

Billing history

Verification Points:

Primary_Verification: Current balance shows $75.30, last payment amount accurate, payment compliance shows 92%

Secondary_Verifications: Currency formatting consistent, dates accurate, payment method correct

Negative_Verification: No calculation errors, proper handling of zero balances, data consistency maintained




Test Case 6: Service Connection Details and Meter Information

Test Case Metadata:

Test Case ID: CIS01US02_TC_006

Title: Verify service connection details including meter information, readings, and connection status display

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Classification:

Module/Feature: Consumer Management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-End-to-End, Meter-Management, Connection-Status, Reading-Tracking, MxServices, HappyPath ,API


Business Context:

Customer_Segment: All

Revenue_Impact: Medium

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: Yes

SLA_Related: Yes

Quality Metrics:

Risk_Level: High

Complexity_Level: High

Expected_Execution_Time: 15 minutes

Reproducibility_Score: High

Data_Sensitivity: Medium

Failure_Impact: High

Coverage Tracking:

Feature_Coverage: 100% of service connection and meter reading functionality

Integration_Points: Service-CX,API,Happy Path

Code_Module_Mapped: CX-Backoffice

Requirement_Coverage: AC6 & AC12 Complete

Requirements Traceability

Related_Test_Cases: CIS01US02_TC_004 (Profile accessible)


Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Meter reading system, connection database, service management

Performance_Baseline: <3 seconds connection data load

Data_Requirements: Complete meter and connection data for John Doe

Prerequisites:

Setup_Requirements: Consumer profile with Connections tab accessible

User_Roles_Permissions: Customer Service Representative access

Test_Data: John Doe (WU-10001) with Water Service: Active, Meter No: M-5678, Device No: D-9012, CXel: Aquaflow X200

Prior_Test_Cases: CIS01US02_TC_004 (Profile accessible)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe Connections tab

Connections tab loads within 3 seconds

John Doe (WU-10001)

Connection access

2

Verify Water Service section display

Water Service section visible and organized

Water service data

Service section

3

Verify water service status

Shows "Active" status

Service status: Active

Status accuracy

4

Verify meter details section

Meter Details expandable section available

Meter data: Meter no,Device no , Meter type, Model,Assignment date, installation date,reading status , last reading

Meter section

5

Expand meter details’ monthly meter reading

Meter information displays completely

List view with date, reading , status

Detail expansion

6

Verify meter number display

Shows "M-5678"

Meter No: M-5678

Meter number accuracy

7

Verify device number display

Shows "D-9012"

Device No: D-9012

Device number accuracy

8

Verify meter type display

Shows "Smart Water Meter"

Meter type

Type accuracy

9

Verify meter CXel display

Shows "Aquaflow X200"

CXel: Aquaflow X200

CXel accuracy

10

Verify assignment date display

Shows "Jan 10, 2023"

Assignment date

Assignment accuracy

11

Verify installation date display

Shows "Jan 15, 2023"

Installation date

Installation accuracy

12

Verify reading status display

Shows "Active"

Reading status

Status accuracy



Verification Points:

Primary_Verification: Service connection details display accurately with correct meter information and chronological readings

Secondary_Verifications: All meter details accurate, reading verification status correct, progressive consumption validation

Negative_Verification: No missing connection data, proper handling of inactive services, reading consistency maintained




Test Case 7: Tabbed Navigation Functionality

Test Case Metadata:

Test Case ID: CIS01US02_TC_007

Title: Verify tabbed navigation for Overview, Financial, Connections, Service, Complaints, Requests, Communication, Documents, Notes, and Activity sections

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC7 - Tabbed navigation for all profile sections

Classification:

Module/Feature: Consumer management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-Low, Integration-Point, Navigation-Function, UI-Navigation, Tab-Management, HappyPath, WxServices ,API


Business Context:

Customer_Segment: All

Revenue_Impact: Low

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: No

SLA_Related: Yes

Quality Metrics:

Risk_Level: Medium

Complexity_Level: Medium

Expected_Execution_Time: 12 minutes

Reproducibility_Score: High

Data_Sensitivity: Medium

Failure_Impact: Medium

Coverage Tracking:

Feature_Coverage: 100% of all profile tabs navigation

Integration_Points: Service-CX. API , Happy path

Code_Module_Mapped: CX-Backoffice

Requirement_Coverage: AC7 Complete

Requirements Traceability

Related_Test_Cases: CIS01US02_TC_004 (Profile accessible)


Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Profile service, content management system

Performance_Baseline: <1 second tab switching

Data_Requirements: Complete consumer profile with data for all tabs

Prerequisites:

Setup_Requirements: Consumer profile accessible

User_Roles_Permissions: Customer Service Representative access

Test_Data: John Doe (WU-10001) with complete profile data across all sections

Prior_Test_Cases: CIS01US02_TC_004 (Profile accessible)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe consumer profile

Profile loads with Overview tab active by default

John Doe (WU-10001)

Initial load

2

Verify all tabs are visible

All 10 tabs displayed: Overview, Financial, Connections, Service, Complaints, Requests, Communication, Documents, Notes, Activity

Tab list

Tab visibility

3

Verify Overview tab is active

Overview tab highlighted/selected with active styling

N/A

Default tab state

4

Click Financial tab

Financial tab becomes active, content loads within 1 second

N/A

Financial navigation

5

Verify Financial tab content

Financial information displays correctly

Financial data

Content accuracy

6

Click Connections tab

Connections tab becomes active, content loads

N/A

Connections navigation

7

Verify Connections tab content

Service connection details display

Connection data

Content accuracy

8

Click Service tab

Service tab becomes active, content loads

N/A

Service navigation

9

Verify Service tab content

Service orders and history display

Service data

Content accuracy

10

Click Complaints tab

Complaints tab becomes active, content loads

N/A

Complaints navigation

11

Verify Complaints tab content

Complaint history and management display

Complaint data

Content accuracy

12

Click Requests tab

Requests tab becomes active, content loads

N/A

Requests navigation

13

Verify Requests tab content

Service requests display

Request data

Content accuracy

14

Click Communication tab

Communication tab becomes active, content loads

N/A

Communication navigation

15

Verify Communication tab content

Communication history displays

Communication data

Content accuracy

16

Click Documents tab

Documents tab becomes active, content loads

N/A

Documents navigation

17

Verify Documents tab content

Document repository displays

Document data

Content accuracy

18

Click Notes tab

Notes tab becomes active, content loads

N/A

Notes navigation

19

Verify Notes tab content

Consumer notes display

Notes data

Content accuracy

20

Click Activity tab

Activity tab becomes active, content loads

N/A

Activity navigation

21

Verify Activity tab content

Activity timeline displays

Activity data

Content accuracy

22

Return to Overview tab

Overview tab reactivates, content displays

N/A

Tab return

23

Test tab switching performance

All tab switches complete within 1 second

All tabs

Performance validation

24

Verify tab state persistence

Active tab remains selected on page refresh

Current tab

State persistence

25

Test keyboard navigation

Tabs accessible via keyboard (Tab key, Enter)

Keyboard input

Accessibility

Verification Points:

Primary_Verification: All 10 tabs (Overview, Financial, Connections, Service, Complaints, Requests, Communication, Documents, Notes, Activity) navigate correctly

Secondary_Verifications: Tab switching performance meets baseline, content loads properly, state persistence works

Negative_Verification: No broken tabs, proper loading states, error handling for missing data




Test Case 8: Relationship Health Score Display

Test Case Metadata:

Test Case ID: CIS01US02_TC_008

Title: Verify relationship health score (85/100) display with account age and payment compliance metrics

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC8 - Relationship health score with account age and payment compliance

Classification:

Module/Feature:Consumer management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-End-to-End, Weighted-Calculation, Analytics-Engine, Customer-Insights, HappyPath, Database


Business Context:

Customer_Segment: All

Revenue_Impact: Medium

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: No

SLA_Related: Yes

Quality Metrics:

Risk_Level: High

Complexity_Level: High

Expected_Execution_Time: 15 minutes

Reproducibility_Score: High

Data_Sensitivity: Medium

Failure_Impact: High

Coverage Tracking:

Feature_Coverage: 100% of relationship health score calculation and display

Integration_Points: Services-CX,API,Happy path

Code_Module_Mapped: CX-Backoffice

Requirement_Coverage: AC8 Complete

Requirements Traceability

Related_Test_Cases: CIS01US02_TC_004 (Profile accessible)


Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Customer analytics engine, payment history service, service metrics

Performance_Baseline: <3 seconds score calculation and display

Data_Requirements: John Doe with known metrics for calculation validation

Prerequisites:

Setup_Requirements: Consumer profile with Overview tab accessible

User_Roles_Permissions: Customer Service Representative access

Test_Data: John Doe (WU-10001) with 92% payment compliance, 28 months account age, specific service and engagement metrics

Prior_Test_Cases: CIS01US02_TC_004 (Profile accessible)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe Overview tab

Overview tab loads with relationship insights

John Doe (WU-10001)

Overview access

2

Verify Relationship Health score display

Shows "85/100" prominently
[(0.45 × Payment Compliance) + (0.3 × Service Quality) + (0.1 × Account Longevity) + (0.075 × Digital Engagement) + (0.075 × Complaint Resolution) = 85]

Health Score =
(0.45 × 90) + (0.3 × 85) + (0.1 × 62) + (0.075 × 80) + (0.075 × 90)

= 40.5 + 25.5 + 6.2 + 6 + 6.75
= 85

Score display

3

Verify score range classification

Score 85 shows "Good" status (80-89 range)

Score: 85

Range classification

4

Verify Account Age display

Shows "28 months"

Account age: 28 months

Age display accuracy

5

Verify account age calculation

28 months from connection date (Jan 15, 2023)

Connection date

Age calculation

6

Verify Payment Compliance display

Shows "92%" with checkmark or positive indicator

Payment compliance: 92%

Compliance display

7

Verify payment compliance calculation

92% based on on-time payments vs total payments

Payment history

Compliance accuracy

8

Verify Service Requests metric

Shows "5 in last 12 months"

Service requests: 5

Service metric display

9

Verify Complaints metric

Shows "2 in last 12 months" with trend indicator

Complaints: 2

Complaints display

10

Verify Communication Preference

Shows preferred method (Email/Phone/SMS)

Communication pref

Preference display

11

Verify Key Insights section

Displays insights: "Consistent payment history", "Responds well to email", "CXerate service request frequency"

Insight data

Insights accuracy

12

Verify health score components visibility

Can access breakdown of score calculation

Score components

Component access

13

Test score calculation accuracy

Verify score matches weighted formula: Payment Compliance (45%) + Service Quality (30%) + Account Longevity (10%) + Digital Engagement (7.5%) + Complaint Resolution (7.5%) - Penalties

Calculation data

Formula validation

14

Verify Payment Compliance component

(92% × 0.45) = 41.4 points

92% compliance

Component calculation

15

Verify Service Quality component

100 - (5 requests × 5) = 75 × 0.30 = 22.5 points

5 service requests

Component calculation

16

Verify Account Longevity component

min(28/60, 1) × 100 × 0.10 = 4.67 points

28 months

Component calculation

17

Verify Digital Engagement component

Calculated based on digital transaction percentage

Digital usage

Component calculation

18

Verify Complaint Resolution component

Based on resolution rate percentage

Resolution rate

Component calculation

19

Verify penalty application

Late payments, unresolved complaints deducted

Penalty factors

Penalty calculation

20

Verify final score total

All components sum to displayed score (85/100)

Final calculation

Total verification

21

Verify score trend indicator

Shows if score is improving/declining

Trend data

Trend display

22

Test score refresh

Score updates when underlying data changes

Updated data

Score refresh

Verification Points:

Primary_Verification: Relationship health score displays 85/100 with accurate account age (28 months) and payment compliance (92%)

Secondary_Verifications: Score calculation follows weighted formula, all components display correctly, insights are relevant

Negative_Verification: Invalid data doesn't cause calculation errors, boundary conditions handled properly




Test Case 9: Consumption Charts Display

Test Case Metadata:

Test Case ID: CIS01US02_TC_009

Title: Verify consumption charts for the last 6 months with service type selection dropdown

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC9 - Consumption charts for last 6 months with service type selection

Classification:

Module/Feature: Consumer management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, Integration-Point, Chart-Display, Data-Visualization, Service-Selection, Database


Business Context:

Customer_Segment: All

Revenue_Impact: Low

Business_Priority: Should-Have

Customer_Journey: Daily-Usage

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: Low

Coverage Tracking:

Feature_Coverage: 100% of consumption chart functionality with service type selection

Integration_Points: Services-CX, API ,Happy path

Code_Module_Mapped: CX-Backoffice

Requirement_Coverage: AC9 Complete

Requirements Traceability

Related_Test_Cases: CIS01US02_TC_004 (Profile accessible)


Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Consumption data service, chart library, meter reading system

Performance_Baseline: <3 seconds chart load

Data_Requirements: 6 months of consumption data for multiple service types

Prerequisites:

Setup_Requirements: Consumer profile with Overview tab accessible

User_Roles_Permissions: Customer Service Representative access

Test_Data: John Doe (WU-10001) with 6 months of water and electricity consumption data

Prior_Test_Cases: CIS01US02_TC_004 (Profile accessible)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe Overview tab

Overview tab loads with chart section

John Doe (WU-10001)

Chart access

2

Verify consumption chart presence

6-month consumption chart visible in Overview

Chart section

Chart visibility

3

Verify chart title

Chart titled appropriately (e.g., "6-Month Consumption")

Chart title

Title accuracy

4

Verify service type dropdown

Dropdown for service type selection visible

Service dropdown: water, waste , sewage

Dropdown presence

5

Verify default service type

Default service type selected (Water Service)

Default selection

Default state

6

Verify chart data display

Chart shows 6 months of consumption data

6 months data

Data display

7

Verify chart time period

X-axis shows last 6 months (Nov 2024 - Apr 2025)

Time period

Period accuracy

8

Verify consumption values

Y-axis shows consumption amounts in appropriate units

Consumption values

Value accuracy

9

Verify November 2024 data when hover

Shows consumption for Nov 2024

Nov 2024: 6800 gallons

Data accuracy

10

Verify December 2024 data when hover

Shows consumption for Dec 2024

Dec 2024: 7980 gallons

Data accuracy

11

Verify January 2025 data when hover

Shows consumption for Jan 2025

Jan 2025: 9050 gallons

Data accuracy

12

Verify February 2025 data when hover

Shows consumption for Feb 2025

Feb 2025: 10100 gallons

Data accuracy

13

Verify March 2025 data when hover

Shows consumption for Mar 2025

Mar 2025: 11350 gallons

Data accuracy

14

Verify April 2025 data when hover

Shows consumption for Apr 2025

Apr 2025: 12580 gallons

Data accuracy

16

Verify Water Service option

Water Service option available in dropdown

Water service

Service option

17

Test chart interactivity

Can hover/click for detailed values if supported

Chart interactions

Interactivity

18

Verify unit labels

Consumption units clearly labeled (gallons, kWh)

Unit labels

Unit clarity

19

Test chart performance

Chart loads and updates within 3 seconds

Chart operations

Performance validation

Verification Points:

Primary_Verification: Consumption charts display 6 months of data with functional service type dropdown selection

Secondary_Verifications: Chart data accuracy, proper time period display, responsive design

Negative_Verification: Chart handles missing data gracefully, proper error handling for unavailable services




Test Case 10: Payment History Table

Test Case Metadata:

Test Case ID: CIS01US02_TC_010

Title: Verify payment history table with dates, payment numbers, amounts, methods, and status

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC10 - Payment history table with comprehensive details

Classification:

Module/Feature: Consumer Management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-End-to-End, Payment-Tracking, Financial-History, Transaction-Details, BxServices, HappyPath ,API


Business Context:

Customer_Segment: All

Revenue_Impact: High

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: Yes

SLA_Related: Yes

Quality Metrics:

Risk_Level: High

Complexity_Level: Medium

Expected_Execution_Time: 12 minutes

Reproducibility_Score: High

Data_Sensitivity: High

Failure_Impact: High

Coverage Tracking:

Feature_Coverage: 100% of payment history table functionality

Integration_Points: Services-CX,API,Happy path

Code_Module_Mapped: CX-Backoffice

Requirement_Coverage: AC10 Complete

Requirements Traceability

Related_Test_Cases: CIS01US02_TC_005 (Financial information accessible)


Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Payment system, transaction database, financial service

Performance_Baseline: <2 seconds payment history load

Data_Requirements: Complete payment history for John Doe with various payment methods and statuses

Prerequisites:

Setup_Requirements: Consumer profile with Financial tab accessible

User_Roles_Permissions: Customer Service Representative access

Test_Data: John Doe (WU-10001) with payment history: PAY-10045 ($120.45, Credit Card), PAY-9923 ($135.80, Bank Transfer), PAY-9632 ($105.25, Credit Card)

Prior_Test_Cases: CIS01US02_TC_005 (Financial information accessible)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe Financial tab

Financial tab loads with payment history section

John Doe (WU-10001)

Payment history access

2

Verify Payment History table presence

Payment History table clearly visible and organized

Payment data

Table visibility

3

Verify table column headers

Headers: Date, Payment #, Amount, Method, Status

Table headers

Header validation

4

Verify payment chronological order

Payments listed in reverse chronological order (newest first)

Payment dates

Order validation

5

Verify April 2025 payment entry

Date: Apr 15, 2025, Payment #: PAY-10045, Amount: $120.45, Method: Credit Card, Status: Processed

Apr 2025 payment

Recent payment accuracy

6

Verify March 2025 payment entry

Date: Mar 15, 2025, Payment #: PAY-9923, Amount: $135.80, Method: Bank Transfer, Status: Processed

Mar 2025 payment

Payment accuracy

7

Verify February 2025 payment entry

Date: Feb 15, 2025, Payment #: PAY-9632, Amount: $105.25, Method: Credit Card, Status: Processed

Feb 2025 payment

Payment accuracy

8

Verify date formatting

All dates displayed in consistent format (MMM DD, YYYY)

All payment dates

Date format consistency

9

Verify payment number format

Payment numbers follow PAY-XXXXX format

All payment numbers

Number format validation

10

Verify amount formatting

All amounts display with $ symbol and 2 decimal places

All payment amounts

Amount format validation

11

Verify Credit Card method display

Credit Card payments clearly labeled

Credit card payments

Method accuracy

12

Verify Bank Transfer method display

Bank Transfer payments clearly labeled

Bank transfer payments

Method accuracy

13

Verify Processed status display

All successful payments show "Processed" status

Processed payments

Status accuracy

14

Verify table pagination

Table handles multiple pages if payment history is extensive

Large payment history

Pagination functionality

15

Test payment search/filter

Can search or filter payments if functionality available

Search criteria

Search functionality

16

Test table performance

Payment history loads within 2 seconds

Payment data

Performance validation

Verification Points:

Primary_Verification: Payment history table displays all required columns (Date, Payment #, Amount, Method, Status) with accurate data

Secondary_Verifications: Chronological ordering, proper formatting, status accuracy, method identification

Negative_Verification: Failed payments handled appropriately, table performance maintained with large datasets




Test Case 11: Billing Overview Display

Test Case Metadata:

Test Case ID: CIS01US02_TC_011

Title: Verify billing overview shows rate plan, billing cycle, payment method, and average monthly usage

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC11 - Billing overview with comprehensive billing information

Classification:

Module/Feature: Consumer management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-End-to-End, Billing-Management, Rate-Plans, Usage-Tracking , BxServices, HappyPath ,API


Business Context:

Customer_Segment: All

Revenue_Impact: High

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: Yes

SLA_Related: Yes

Quality Metrics:

Risk_Level: High

Complexity_Level: Medium

Expected_Execution_Time: 10 minutes

Reproducibility_Score: High

Data_Sensitivity: High

Failure_Impact: High

Coverage Tracking:

Feature_Coverage: 100% of billing overview information display

Integration_Points: Services-CX,API,Happy path

Code_Module_Mapped: CX-Backoffice

Requirement_Coverage: AC11 Complete

Requirements Traceability

Related_Test_Cases: CIS01US02_TC_010 (Payment history accessible)


Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Billing system, rate management service, usage tracking

Performance_Baseline: <2 seconds billing overview load

Data_Requirements: Complete billing configuration for John Doe

Prerequisites:

Setup_Requirements: Consumer profile with Financial tab accessible

User_Roles_Permissions: Customer Service Representative access

Test_Data: John Doe (WU-10001) with Rate Plan: Residential Standard, Billing Cycle: Monthly, Payment Method: Credit Card (auto), Average Usage: 4,500 gallons

Prior_Test_Cases: CIS01US02_TC_010 (Payment history accessible)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe Financial tab

Financial tab loads with billing overview section

John Doe (WU-10001)

Billing overview access

2

Verify Billing Overview section presence

Billing Overview section clearly visible and organized

Billing data: rate plan, billing cycle, billing method, payment method, average monthly usuage

Section visibility

3

Verify Rate Plan display

Shows "Residential Standard" or configured rate plan

Rate Plan: Residential Standard

Rate plan accuracy

4

Verify Billing Cycle display

Shows "Monthly" billing frequency

Billing Cycle: Monthly

Cycle accuracy

5

Verify Payment Method display

Shows "Credit Card (auto)" or configured method

Payment Method: Credit Card

Method accuracy

6

Verify auto-pay indication

Auto-pay status clearly indicated

Auto-pay status

Auto-pay clarity

7

Verify Average Monthly Usage display

Shows "4,500 gallons" or calculated average

Average Usage: 4,500 gallons

Usage accuracy

8

Verify usage unit display

Units clearly labeled (gallons, kWh, etc.)

Usage units

Unit clarity

Verification Points:

Primary_Verification: Billing overview displays rate plan (Residential Standard), billing cycle (Monthly), payment method (Credit Card auto), and average usage (4,500 gallons)

Secondary_Verifications: All billing details accurate, proper unit labeling, auto-pay status clear

Negative_Verification: Missing billing data handled 







Test Case 12: Service Order Management

Test Case Metadata:

Test Case ID: CIS01US02_TC_012

Title: Verify service order management with creation capabilities and status tracking

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC13 - Service order management with creation and status tracking

Classification:

Module/Feature: Consumer Management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-End-to-End, Order-Management, Status-Tracking, Service-Creation, WxServices, HappyPath, API

Business Context:

Customer_Segment: All

Revenue_Impact: Medium

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: Yes

SLA_Related: Yes

Quality Metrics:

Risk_Level: High

Complexity_Level: High

Expected_Execution_Time: 15 minutes

Reproducibility_Score: High

Data_Sensitivity: Medium

Failure_Impact: High

Coverage Tracking:

Feature_Coverage: 100% of service order management functionality

Integration_Points: Services-CX,API,Happy path

Code_Module_Mapped: CX-Backoffice

Requirement_Coverage: AC13 Complete


Requirements Traceability

Related_Test_Cases: CIS01US02_TC_007 (Tab navigation functional)


Test Environment:

Environment: Staging

Browser/Version: Chrome 115+

Device/OS: Windows 10/ 11

Screen_Resolution: Desktop-1920x1080

Dependencies: Service management system, order processing, field operations

Performance_Baseline: <3 seconds order creation, <2 seconds status update

Data_Requirements: Service order history and creation capabilities

Prerequisites:

Setup_Requirements: Consumer profile with Service tab accessible

User_Roles_Permissions: Customer Service Representative with order creation permissions

Test_Data: John Doe (WU-10001) with existing service orders: SO-4523 (Meter Reading - Completed), SO-4487 (Maintenance - Completed)

Prior_Test_Cases: CIS01US02_TC_007 (Tab navigation functional)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe Service tab

Service tab loads with service orders section

John Doe (WU-10001)

Service order access

2

Verify Service Orders table presence

Service Orders table visible with proper headers

Service data:order, date , type ,description , status , actions

Table visibility

3

Verify table column headers

Headers: Order #, Date, Type, Description, Status, Actions

Table headers

Header validation

4

Verify "Create Service Order" button

Button visible and accessible

N/A

Creation access

5

Verify existing order SO-4523

Order #: SO-4523, Date: Apr 15, 2025, Type: Meter Reading, Description: Regular monthly reading, Status: Completed

SO-4523 data

Existing order accuracy

6

Verify existing order SO-4487

Order #: SO-4487, Date: Mar 22, 2025, Type: Maintenance, Description: Check for leak, Status: Completed

SO-4487 data

Existing order accuracy

7

Verify order chronological listing

Orders listed in reverse chronological order

Order dates

Order sequence

8

Verify status indicators

Status displayed with appropriate styling/colors

Order statuses

Status visualization

9

Click "Create Service Order" button

Service order creation form/CXal opens

N/A

Creation interface

10

Verify order type dropdown

Order types available: Meter Reading, Maintenance, Connection, Disconnection, Repair

Order types

Type options

11

Verify description field

Description field available for order details

N/A

Description input

12

Enter order description

Description accepted: "Water pressure inspection requested by customer"

Order description

Description entry

13

Verify new order in list

New order appears in service orders table

New order

Order listing

14

Verify new order details

Order shows: New Order #, Current date, Maintenance type, Description, Status: Scheduled

New order data

New order accuracy

15

Verify order actions

Actions available: View Details 

Order actions

Action availability

16

Click "View Details" action

Order details view opens with comprehensive information

Order details

Detail access

17

Test order status updates

Status changes reflect on refresh

Status changes

Status updates

Verification Points:

Primary_Verification: Service order management allows creation of new orders and tracking of existing orders with proper status indication

Secondary_Verifications: Order creation form complete, status tracking functional, order details accessible

Negative_Verification: Invalid order data rejected, proper error handling, unauthorized actions prevented




Test Case 13: Service Request Management

Test Case Metadata:

Test Case ID: CIS01US02_TC_013

Title: Verify service request management with different request types and status indicators

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC14 - Service request management with request types and status indicators

Classification:

Module/Feature: Consumer Management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Point, Request-Management, Type-Classification, Status-Indicators, WxServices, Happypath , API


Business Context:

Customer_Segment: All

Revenue_Impact: Medium

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: No

SLA_Related: Yes

Quality Metrics:

Risk_Level: Medium

Complexity_Level: High

Expected_Execution_Time: 12 minutes

Reproducibility_Score: High

Data_Sensitivity: Medium

Failure_Impact: Medium

Coverage Tracking:

Feature_Coverage: 100% of service request management functionality

Integration_Points: Services-CX,API,Happy path

Code_Module_Mapped:CX-Backoffice

Requirement_Coverage: AC14 Complete


Requirements Traceability

Related_Test_Cases: CIS01US02_TC_007 (Tab navigation functional)


Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Request management system, customer service integration

Performance_Baseline: <2 seconds request load, <3 seconds request creation

Data_Requirements: Service request history with various types and statuses

Prerequisites:

Setup_Requirements: Consumer profile with Requests tab accessible

User_Roles_Permissions: Customer Service Representative access

Test_Data: John Doe (WU-10001) with existing requests: REQ-3245 (Transfer - In Progress), REQ-3112 (Disconnection - Scheduled), REQ-2987 (Reconnection - Completed)

Prior_Test_Cases: CIS01US02_TC_007 (Tab navigation functional)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe Requests tab

Requests tab loads with service requests section

John Doe (WU-10001)

Request access

2

Verify Service Requests table presence

Service Requests table visible and organized

Request data: request id, date , type, description , status, action , buttons- new transfer request , new disconnection request , new reconnection request

Table visibility

3

Verify table column headers

Headers: Request ID, Date, Type, Description, Status, Actions

Table headers

Header validation

4

Verify existing request REQ-3245

Request ID: REQ-3245, Type: Transfer, Status: In Progress

REQ-3245 data

Transfer request

5

Verify existing request REQ-3112

Request ID: REQ-3112, Type: Disconnection, Status: Scheduled

REQ-3112 data

Disconnection request

6

Verify existing request REQ-2987

Request ID: REQ-2987, Type: Reconnection, Status: Completed

REQ-2987 data

Reconnection request

7

Verify request type categories

Different request types clearly categorized: Transfer, Disconnection, Reconnection, Billing Inquiry, Service Change

Request types

Type variety

8

Verify status indicator for "In Progress"

REQ-3245 shows "In Progress" with appropriate styling (yellow/orange)

In Progress status

Status styling

9

Verify status indicator for "Scheduled"

REQ-3112 shows "Scheduled" with appropriate styling (blue)

Scheduled status

Status styling

10

Verify status indicator for "Completed"

REQ-2987 shows "Completed" with appropriate styling (green)

Completed status

Status styling

11

Verify chronological request ordering

Requests listed in reverse chronological order

Request dates

Order validation

12

Enter request description

Description field accepts input: "Question about March 2025 bill charges"

Request description

Description entry

13

Click "View Details" action

Request details view shows comprehensive information

Request details

Detail access

Verification Points:

Primary_Verification: Service request management supports different request types (Transfer, Disconnection, Reconnection) with clear status indicators (In Progress, Scheduled, Completed)

Secondary_Verifications: Request creation functional, status tracking accurate, proper request categorization

Negative_Verification: Invalid requests rejected, proper status transition validation, error handling




Test Case 14: Communication History Management

Test Case Metadata:

Test Case ID: CIS01US02_TC_014

Title: Verify communication history across all channels (email, phone, SMS) with timestamps

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC15 - Communication history across all channels with timestamps

Classification:

Module/Feature: Consumer Management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Low, Integration-End-to-End, Multi-Channel, Communication-Tracking, Timestamp-Accuracy, CommServices, HappyPath , API


Business Context:

Customer_Segment: All

Revenue_Impact: Low

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: Yes

SLA_Related: Yes

Quality Metrics:

Risk_Level: High

Complexity_Level: Medium

Expected_Execution_Time: 12 minutes

Reproducibility_Score: High

Data_Sensitivity: High

Failure_Impact: Medium

Coverage Tracking:

Feature_Coverage: 100% of communication history across all channels

Integration_Points: Services-CX,API,Happy path

Code_Module_Mapped:CX-Backoffice

Requirement_Coverage: AC15 Complete


Requirements Traceability

Related_Test_Cases: CIS01US02_TC_007 (Tab navigation functional)


Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Communication systems, logging service, timestamp service

Performance_Baseline: <2 seconds communication history load

Data_Requirements: Complete communication history across email, phone, and SMS channels

Prerequisites:

Setup_Requirements: Consumer profile with Communication tab accessible

User_Roles_Permissions: Customer Service Representative access

Test_Data: John Doe (WU-10001) with communication history across all channels with specific timestamps

Prior_Test_Cases: CIS01US02_TC_007 (Tab navigation functional)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe Communication tab

Communication tab loads with history section

John Doe (WU-10001)

Communication access

2

Verify Communication History section

History section visible with "Send Message" button

Communication data: through email , phone , sms  channels and send message button

Section visibility

3

Verify multi-channel display

Communications from Email, Phone, and SMS channels visible

All channels

Channel variety

4

Verify email communication entry

Email from Apr 18, 2025 10:23 AM "Water Service Maintenance Notification"

Email entry

Email accuracy

5

Verify email entry details

Shows "To Customer" direction with "Maintenance" tag and email icon

Email metadata

Email details

6

Verify phone communication entry

Phone call from Apr 10, 2025 2:15 PM "Billing Question"

Phone entry

Phone accuracy

7

Verify phone entry details

Shows "From Customer" direction with "Billing" tag and phone icon

Phone metadata

Phone details

8

Verify SMS communication entry

SMS from Mar 15, 2025 9:30 AM "Payment Confirmation"

SMS entry

SMS accuracy

9

Verify SMS entry details

Shows "To Customer" direction with "Payment" tag and SMS icon

SMS metadata

SMS details

10

Verify email response entry

Email from Mar 25, 2025 11:45 AM "Re: Your March 2025 Water Bill"

Email response

Response tracking

11

Verify timestamp accuracy

All entries show precise date and time (MMM DD, YYYY HH:MM AM/PM)

All timestamps

Timestamp format

12

Verify chronological ordering

Communications listed in reverse chronological order

Communication dates

Order validation

13

Verify communication icons

Each entry shows appropriate channel icon (Email/Phone/SMS)

Channel icons

Icon accuracy

14

Verify direction indicators

"To Customer" and "From Customer" clearly indicated

Direction data

Direction clarity

16

Verify category tags

Communications properly tagged: Maintenance, Billing, Payment, Information Request

Category tags

Tag accuracy

17

Click expand arrow on email entry

Email content/details expand showing full communication

Apr 18 email

Content expansion

18

Verify status and sent by/handled by

Status “Delivered, Completed , Responded” and sent by / handled by “System(Automated)/James Wilson” clearly indicated

N/A

Content completeness

19

Test "Send Message" functionality

Message composition interface opens

N/A

Message creation

Verification Points:

Primary_Verification: Communication history displays all channels (email, phone, SMS) with accurate timestamps and proper chronological ordering

Secondary_Verifications: Direction indicators clear, category tags accurate, content expansion functional

Negative_Verification: No missing communications, proper handling of communication failures, timestamp consistency




Test Case 15: Document Repository Management

Test Case Metadata:

Test Case ID: CIS01US02_TC_015

Title: Verify document repository with verification status and document type categorization

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC16 - Document repository with verification status and categorization

Classification:

Module/Feature: Consumer Management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Manual

Enhanced Tags for 17 Reports Support: 

 MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Document-Management, Verification-Status, Type-Categorization, HappyPath, API

Business Context:

Customer_Segment: All

Revenue_Impact: Medium

Business_Priority: Must-Have

Customer_Journey: Onboarding, Daily-Usage

Compliance_Required: Yes

SLA_Related: Yes

Quality Metrics:

Risk_Level: High

Complexity_Level: High

Expected_Execution_Time: 15 minutes

Reproducibility_Score: High

Data_Sensitivity: High

Failure_Impact: High

Coverage Tracking:

Feature_Coverage: 100% of document repository functionality with status and categorization

Integration_Points:Services-CX,API,Happy path

Code_Module_Mapped: CX-Backoffice

Requirement_Coverage: AC16 Complete

Requirements Traceability

Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Document storage system, verification service, file management

Performance_Baseline: <3 seconds document load, <10 seconds upload

Data_Requirements: Complete document repository with various types and verification statuses

Prerequisites:

Setup_Requirements: Consumer profile with Documents tab accessible

User_Roles_Permissions: Customer Service Representative with document access

Test_Data: John Doe (WU-10001) with documents: Service Agreement (Verified), Billing Authorization (Verified), Water Quality Report (Published), Service Change Request (Processing), Identity Verification (Verified)

Prior_Test_Cases: CIS01US02_TC_007 (Tab navigation functional)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe Documents tab

Documents tab loads with repository section

John Doe (WU-10001)

Document access

2

Verify Document Repository section

Repository section visible with "Upload Document" button

Document data : document type, sub type , date , verification status ,action , upload document button

Section visibility

3

Verify document table headers

Headers: Document Type, Sub Type, Date, Verification Status, Actions

Table headers

Header validation

4

Verify Service Agreement document

Type: "Service Agreement", Sub Type: "Contract", Date: Jan 15, 2023, Status: "Verified" (green)

Service Agreement

Contract document

5

Verify Billing Authorization document

Type: "Billing Authorization", Sub Type: "Financial", Date: Jan 15, 2023, Status: "Verified" (green)

Billing Authorization

Financial document

6

Verify Water Quality Report

Type: "Water Quality Report", Sub Type: "Report", Date: Apr 05, 2025, Status: "Published" (blue)

Quality Report

Report document

7

Verify Service Change Request

Type: "Service Change Request", Sub Type: "Form", Date: Mar 12, 2025, Status: "Processing" (yellow)

Change Request

Form document

8

Verify Identity Verification document

Type: "Identity Verification", Sub Type: "KYC", Date: Jan 15, 2023, Status: "Verified" (green)

ID Verification

Identity document

9

Verify verification status indicators

"Verified" (green), "Published" (blue), "Processing" (yellow) with appropriate colors

Status indicators

Status visualization

10

Verify document type categorization

Documents properly categorized by type: Contract, Financial, Report, Form, KYC

Document types

Type categorization

11

Verify document actions

Eye icon (view) and download icon visible for each document

Action icons

Action availability

12

Click view icon for Service Agreement

Document opens in viewer or new tab

Service Agreement

Document viewing

13

Click "Upload Document" button

A small window or box pops up on the screen that lets you choose and upload a file from your device.

N/A

Upload interface

14

Verify new document in list

Uploaded document appears with "Processing" status

New document

Document listing

26

Test upload with invalid file type

Error message for unsupported file format

.txt file

File validation

27

Test upload with oversized file

Error message for file size limit exceeded

Large file >10MB

Size validation

28

Verify document search functionality

Can search documents by type, name, or date

Search criteria

Search capability

29

Test document filtering

Can filter by verification status or document type

Filter options

Filter functionality

Verification Points:

Primary_Verification: Document repository displays all documents with correct verification statuses (Verified-green, Published-blue, Processing-yellow) and proper type categorization

Secondary_Verifications: Upload functionality works, document actions functional, file validation effective

Negative_Verification: Invalid file types rejected, size limits enforced


Test Case 16: Consumer Notes Functionality

Test Case Metadata:

Test Case ID: CIS01US02_TC_016

Title: Verify consumer notes with author identification and timestamps

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC17 - Consumer notes with author identification and timestamps

Classification:

Module/Feature: Consumer Management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Automated

Enhanced Tags for 17 Reports Support

MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, Note-Management, Author-Tracking, Timestamp-Accuracy, HappyPath

Business Context:

Customer_Segment: All

Revenue_Impact: Low

Business_Priority: Should-Have

Customer_Journey: Daily-Usage

Compliance_Required: Yes

SLA_Related: No

Quality Metrics:

Risk_Level: Medium

Complexity_Level: Low

Expected_Execution_Time: 8 minutes

Reproducibility_Score: High

Data_Sensitivity: Medium

Failure_Impact: Low

Coverage Tracking:

Feature_Coverage: 100% of consumer notes functionality with author and timestamp tracking

Integration_Points: Service-CX,API,Happy path

Code_Module_Mapped: CX-Backoffice

Requirement_Coverage: AC17 Complete

Requirements Traceability

Related_Test_Cases: CIS01US02_TC_007 (Tab navigation functional)

Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Note storage system, user management, timestamp service

Performance_Baseline: <1 second note save, <2 seconds note load

Data_Requirements: Existing consumer notes with author and timestamp data

Prerequisites:

Setup_Requirements: Consumer profile with Notes tab accessible

User_Roles_Permissions: Customer Service Representative with note creation access

Test_Data: John Doe (WU-10001) with existing notes from Jane Smith (May 20, 2025) and Robert Johnson (May 18, 2025)

Prior_Test_Cases: CIS01US02_TC_007 (Tab navigation functional)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe Notes tab

Notes tab loads with consumer notes section

John Doe (WU-10001)

Notes access

2

Verify Consumer Notes section

Section visible with note input field and send button

Notes data

Section visibility

3

Verify note input field

Text area with placeholder "Add a note about this consumer..."

N/A

Input field presence

4

Verify send button

Purple arrow send button visible next to input field

N/A

Send functionality

5

Verify existing notes display

Historical notes visible with author and date information

Existing notes

Notes display

6

Verify first note content

"Customer called to inquire about their current balance."

Note 1 content

Content accuracy

7

Verify first note metadata

Author: Jane Smith, Date: May 20, 2025

Note 1 metadata

Author/date accuracy

8

Verify second note content

"Informed customer about upcoming maintenance in their area scheduled for May 25th."

Note 2 content

Content accuracy

9

Verify second note metadata

Author: Robert Johnson, Date: May 18, 2025

Note 2 metadata

Author/date accuracy

10

Verify chronological order

Notes displayed in reverse chronological order (newest first)

Note dates

Order validation

11

Type new note content

Text appears as typed in real-time

"Follow-up call scheduled for June 10th regarding service upgrade inquiry."

Text input

12

Click send button (arrow icon)

Note saves within 1 second

N/A

Note submission

13

Verify new note appears

New note added to list with current user and current timestamp

New note

Note addition

14

Verify new note author

New note shows current user as author

Current user

Author accuracy

15

Verify new note timestamp

New note shows current date/time accurately

Current timestamp

Timestamp accuracy

16

Verify input field reset

Input field returns to empty state with placeholder

N/A

Field reset

17

Test long note input

Long text accepted and displayed correctly

500+ character note

Long text handling

18

Test empty note submission

Empty note submission prevented or shows validation message

Empty input

Empty validation

Verification Points:

Primary_Verification: Consumer notes can be added, saved, and displayed with accurate author identification and timestamps

Secondary_Verifications: Chronological ordering maintained, input field behavior correct, character limits handled

Negative_Verification: Empty notes handled appropriately, proper user attribution, data persistence




Test Case 17: Activity Timeline with Filtering and Details

Test Case Metadata:

Test Case ID: CIS01US02_TC_017

Title: Verify activity timeline with category filters and detailed activity descriptions

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC18 - Activity timeline with category filters and detailed descriptions

Classification:

Module/Feature: Consumer Management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Automated

Enhanced Tags for 17 Reports Support

 MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Low, Timeline-Management, Activity-Filtering, Detail-Tracking, HappyPath, BxServices , CommServices, WxServices

Business Context:

Customer_Segment: All

Revenue_Impact: Low

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: Yes

SLA_Related: No

Quality Metrics:

Risk_Level: High

Complexity_Level: High

Expected_Execution_Time: 18 minutes

Reproducibility_Score: High

Data_Sensitivity: Medium

Failure_Impact: Medium

Coverage Tracking:

Feature_Coverage: 100% of activity timeline with filtering and detailed view capabilities

Integration_Points:Services-CX, API,Happy path

Code_Module_Mapped: CX-Backoffice

Requirement_Coverage: AC18 Complete

Requirements Traceability

Related_Test_Cases: CIS01US02_TC_007 (Tab navigation functional)

Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Activity logging system, filtering service, search engine

Performance_Baseline: <3 seconds timeline load, <1 second filter response

Data_Requirements: Complete activity history across all categories with detailed information

Prerequisites:

Setup_Requirements: Consumer profile with Activity tab accessible

User_Roles_Permissions: Customer Service Representative access

Test_Data: John Doe (WU-10001) with comprehensive activity history across all categories

Prior_Test_Cases: CIS01US02_TC_007 (Tab navigation functional)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe Activity tab

Activity tab loads with timeline section

John Doe (WU-10001)

Timeline access

2

Verify Activity Timeline section

Timeline section visible with search and filter options

Activity  timeline data

Section visibility

3

Verify search functionality

Search box "Search activities..." visible and functional

“Payment Processed”

Search availability

4

Verify filter functionality

Filter button accessible with category options

“All , Payments ,Billing Service Communication ,Account”

Filter availability

5

Verify filter categories

Filter tabs: All, Payments, Billing, Service, Communication, Account

Filter options

Category filters

6

Verify "All" filter active

All activities displayed by default

All activities

Default filter

7

Verify Payment Processed activity

"Payment Processed" from Apr 20, 2025 at 2:45 PM with green icon

Payment activity

Payment tracking

8

Verify payment activity details

"Payment of $120.45 was processed via Credit Card"

Payment details

Detail accuracy

9

Verify payment activity metadata

"By: System" attribution with "View Details" link

Payment metadata

Attribution tracking

10

Click "View Details" on payment activity

Detailed view opens with comprehensive payment information

Payment details

Detail expansion

11

Verify payment detail completeness

Shows transaction ID, payment method details, processing time, confirmation

Payment detail data

Detail completeness

12

Verify Email Sent activity

"Email Sent" Communication from Apr 20, 2025 at 10:15 AM with yellow icon

Email activity

Communication tracking

13

Verify email activity details

"Payment receipt email sent to customer"

Email details

Detail accuracy

14

Click "View Details" on email activity

Shows email content, recipient, delivery status, timestamp

Email details

Email detail view

15

Verify Contact Information Updated activity

"Contact Information Updated" Account from Apr 18, 2025 at 3:30 PM with blue icon

Contact update

Account tracking

16

Verify contact update details

"Phone number updated from (555) 123-4567 to (555) 987-6543"

Contact details

Change tracking

17

Click "View Details" on contact update

Shows before/after values, update reason, timestamp, updated by

Contact details

Change detail view

18

Verify Bill Generated activity

"Bill Generated" Billing from Apr 15, 2025 at 9:00 AM with blue icon

Billing activity

Billing tracking

19

Verify bill activity details

"Monthly bill of $120.45 generated for April 2025"

Bill details

Bill information

20

Click "View Details" on bill generation

Shows bill breakdown, billing period, rate applied, due date

Bill details

Bill detail view

21

Verify Phone Call Received activity

"Phone Call Received" Communication from Apr 10, 2025 at 2:15 PM

Phone activity

Communication tracking

22

Verify Service Request Created activity

"Service Request Created" Service from Apr 02, 2025 at 11:30 AM

Service activity

Service tracking

23

Verify Email Received activity

"Email Received" Communication from Mar 25, 2025 at 9:45 AM

Email received

Communication tracking

24

Test "Payments" filter

Click Payments filter, only payment-related activities displayed

Payment filter

Filter functionality

25

Verify payments filter accuracy

Only shows Payment Processed, Refund Issued, etc.

Payment activities

Filter accuracy

26

Test "Communication" filter

Click Communication filter, only communication activities shown

Communication filter

Filter functionality

27

Verify communication filter accuracy

Shows Email Sent, Phone Call, SMS, etc.

Communication activities

Filter accuracy

28

Test "Billing" filter

Click Billing filter, only billing-related activities displayed

Billing filter

Filter functionality

29

Verify billing filter accuracy

Shows Bill Generated, Payment Due, Late Notice, etc.

Billing activities

Filter accuracy

30

Test "Service" filter

Click Service filter, only service-related activities shown

Service filter

Filter functionality

31

Verify service filter accuracy

Shows Service Request, Order Created, Maintenance, etc.

Service activities

Filter accuracy

32

Test "Account" filter

Click Account filter, only account-related activities displayed

Account filter

Filter functionality

33

Verify account filter accuracy

Shows Profile Updates, Status Changes, etc.

Account activities

Filter accuracy

34

Test search functionality

Search for "payment" returns relevant activities

"payment" search

Search functionality

35

Verify search result accuracy

Only activities containing "payment" term displayed

Search results

Search accuracy

36

Test search with no results

Search for non-existent term shows "No activities found"

"xyz123" search

No results handling

37

Clear search and verify

All activities return when search is cleared

Cleared search

Search clearing

38

Verify chronological ordering

All activities displayed in reverse chronological order

All activities

Order validation

39

Verify activity icons

Each activity type has appropriate colored icon (green, yellow, blue)

All activities

Icon consistency

40

Verify timestamp accuracy

All timestamps display correctly formatted (MMM DD, YYYY at HH:MM AM/PM)

All activities

Time formatting

41

Test activity refresh

New activities appear on refresh or real-time

New activities

Real-time updates

Verification Points:

Primary_Verification: Activity timeline displays all consumer activities with functional category filters (All, Payments, Billing, Service, Communication, Account) and detailed "View Details" capability

Secondary_Verifications: Filtering and search work correctly, chronological order maintained, performance meets baseline

Negative_Verification: Empty search results handled gracefully, filters work independently, no broken detail views




Test Case 18: Quick Actions and Update Profile

Test Case Metadata:

Test Case ID: CIS01US02_TC_018

Title: Verify quick actions including Update Profile, Quick Actions dropdown, and context-sensitive buttons (excluding Add Consumer)

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC19 - Quick actions with Update Profile, Quick Actions dropdown, and context-sensitive buttons

Classification:

Module/Feature:Consumer Management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Automation Status: Manual

Enhanced Tags for 17 Reports Support

  MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low, Action-Management, Context-Sensitive, UI-Changes, HappyPath, BxServices, CommServices, API

Business Context:

Customer_Segment: All

Revenue_Impact: Low

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: No

SLA_Related: Yes

Quality Metrics:

Risk_Level: Medium

Complexity_Level: Medium

Expected_Execution_Time: 12 minutes

Reproducibility_Score: High

Data_Sensitivity: Low

Failure_Impact: Medium

Coverage Tracking:

Feature_Coverage: 100% of quick actions functionality with UI changes

Integration_Points: Profile management, workflow automation, action routing

Code_Module_Mapped: Services-CX,API,Happy path

Requirement_Coverage: CX-Backoffice

Requirements Traceability

Related_Test_Cases: CIS01US02_TC_004 (Profile accessible)

Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Profile service, workflow system, action management

Performance_Baseline: <1 second action response

Data_Requirements: Consumer profile with quick action capabilities

Prerequisites:

Setup_Requirements: Consumer profile accessible with quick actions

User_Roles_Permissions: Customer Service Representative with action permissions

Test_Data: John Doe (WU-10001) consumer profile

Prior_Test_Cases: CIS01US02_TC_004 (Profile accessible)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe consumer profile

Profile loads with "Update Profile" button visible

John Doe (WU-10001)

Quick actions access

2

Verify "Update Profile" button presence

Button visible and prominently displayed

N/A

Primary action

3

Verify "Quick Actions" dropdown presence

Quick Actions button/dropdown accessible

Register Complaint , Communicate ,Request service , View payments, View bills , raise connection, raise transfer

Secondary actions

4

Click "Update Profile" button

Profile update form opens within 1 second

N/A

Update functionality

5

Verify update profile interface

Profile update form with editable fields displayed

Profile data : email , phone , service address , billing address

Update interface

6

Verify "Register Complaint" option

Option visible with complaint icon

Redirected to complaints section 

Complaint functionality

8

Verify "Communicate" option

Option visible with communication icon

Opens a form with heading “Send Communication” , Communication channel dropdown , Priority Dropdwon ,subject field , message field , cancel and send button

Communication access

9

Verify "Request Service" option

Option visible with service icon

Redirects to create service request form

Service request access

10

Verify "View Payments" option

Option visible with payment icon

Redirected to payment management form

Payment history access

11

Verify "View Bills" option

Option visible with billing icon

Redirected to payment management form

Billing history access

12

Verify "Raise Disconnection" option

Option visible with disconnection icon

Redirects to create disconnection request form

Disconnection request

13

Verify "Raise Transfer" option

Option visible with transfer icon

Redirects to create transfer request from

Transfer request

14

Verify and test update profile form

Update the contact information and addresses for this consumer.

Current address “123 Main St, Anytown”
Changes address”124, Road, Main street”

Secondary action

15

Verify save changes button

Saves the updated information

N/A

Secondary action

16

Verify cancel button

Cancel the filled information and does not save

N/A

Secondary action

Verification Points:

Primary_Verification: Quick actions include Update Profile button and dropdown with all required options (excluding Add Consumer which is removed)

Secondary_Verifications: All quick actions lead to correct workflows, menu behavior proper, performance adequate , save the updated profile changes

Negative_Verification: "Add Consumer" option not present, no broken links, proper UI behavior, cancel button should not save the updates information




Test Case 19: Status Indicators and Alert Notifications

Test Case Metadata:

Test Case ID: CIS01US02_TC_019

Title: Verify appropriate status indicators and alert notifications (payment due alerts, maintenance notifications)

Created By: Hetal

Created Date: June 04, 2025

Version: 1.0

Related AC: AC20 - Status indicators and alert notifications

Classification:

Module/Feature: Consumer management

Test Type: Functional

Test Level: System

Priority: P1-Critical

Execution Phase: Regression

Enhanced Tags for 17 Reports Support

 MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Status-Management, Alert-System, Notification-Display, HappyPath

Business Context:

Customer_Segment: All

Revenue_Impact: Medium

Business_Priority: Must-Have

Customer_Journey: Daily-Usage

Compliance_Required: Yes

SLA_Related: Yes

Quality Metrics:

Risk_Level: High

Complexity_Level: Medium

Expected_Execution_Time: 10 minutes

Reproducibility_Score: High

Data_Sensitivity: Medium

Failure_Impact: High

Coverage Tracking:

Feature_Coverage: 100% of status indicators and alert notification functionality

Integration_Points: Services-CX,API,Happy path

Code_Module_Mapped:CX-Backoffice

Requirement_Coverage: AC20 Complete

Requirements Traceability

Related_Test_Cases: CIS01US02_TC_001, CIS01US02_TC_002 (Dashboard and search functionality)

Test Environment:

Environment: Staging

Browser/Version: Chrome 115+, 

Device/OS: Windows 10/ 11, 

Screen_Resolution: Desktop-1920x1080

Dependencies: Notification system, status management, alert engine

Performance_Baseline: <1 second status display, real-time alerts

Data_Requirements: Consumer with various status conditions and alert scenarios

Prerequisites:

Setup_Requirements: Consumer profile with status indicators and alerts

User_Roles_Permissions: Customer Service Representative access

Test_Data: John Doe (WU-10001) with payment due in 3 days, scheduled maintenance on May 24

Prior_Test_Cases: CIS01US02_TC_004 (Profile accessible)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe consumer profile

Profile loads with status indicators in header

John Doe (WU-10001)

Status access

2

Verify account status indicator

"Active" status displayed prominently with green color

Status: Active

Status display

3

Verify VIP status indicator

VIP badge  displayed if applicable

VIP status

VIP indication

4

Verify payment due alert

Alert notification: "Payment due in 3 days"

Payment due: 3 days

Payment alert

5

Verify payment alert styling

Payment alert displayed with appropriate urgency color (yellow/orange)

Payment alert

Alert styling

6

Verify maintenance notification

Alert notification: "Scheduled maintenance on May 24"

Maintenance: May 24

Maintenance alert

7

Verify maintenance alert styling

Maintenance alert displayed with information color (blue)

Maintenance alert

Alert styling

8

Verify alert positioning

Alerts prominently positioned in profile header

Alert placement

Alert visibility

9

Verify multiple alerts display

Multiple alerts can be displayed simultaneously

Multiple alerts

Multi-alert handling

11

Verify consumer account status colors

Different statuses show appropriate colors: Active (green), Inactive (red), Disconnected (orange)

Various statuses

Color coding

12

Test real-time alert updates

New alerts appear without page refresh

Real-time conditions

Real-time updates

Verification Points:

Primary_Verification: Status indicators display appropriately (Active status, VIP badge) and alert notifications function correctly (payment due in 3 days, maintenance on May 24)

Secondary_Verifications: Alert styling appropriate , status colors accurate

Negative_Verification: Alerts don't overwhelm interface, proper alert priority handling, no false alerts





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