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(CIS01US02)Consumer management- Test Scenarios & Test Cases

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 155+, Firefox, Safari, Edge)
  • Mobile responsiveness (CX-Mobile)
  • Device compatibility testing

Detailed Test Cases

Module: Consumer Dashboard & Overview

Test Case 1: Dashboard Metrics Display

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_001
  • Title: Verify Consumer Dashboard displays accurate account metrics with simplified UI
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Classification:

  • Module/Feature: Consumer Dashboard
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Smoke
  • Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support: Tags: MOD-Dashboard, 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-Simplification, Performance-Critical, Data-Accuracy

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: 3 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: Medium
  • Failure_Impact: Critical

Coverage Tracking:

  • Feature_Coverage: 100% of dashboard metrics and UI changes
  • Integration_Points: Consumer database, calculation engine, UI rendering
  • Code_Module_Mapped: Dashboard controller, metrics calculator, UI components
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Engineering
  • Report_Categories: Quality-Dashboard, Module-Coverage, Performance-Metrics
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: High

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 155+
  • Device/OS: Windows 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

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Consumer Management module

Dashboard loads within 2 seconds

N/A

Performance baseline

2

Verify Total Accounts metric

Displays "7"

Sample dataset

Count all accounts

3

Verify Active Accounts metric

Displays "4" with "57%"

4 active accounts

(4/7)*100 = 57%

4

Verify Inactive Accounts metric

Displays "1" with "14%"

1 inactive account

(1/7)*100 = 14%

5

Verify Temporarily Disconnected metric

Displays "1" with "14%"

1 disconnected account

(1/7)*100 = 14%

6

Verify absence of Sort and Display tabs

Sort and Display controls not visible in UI

N/A

UI change validation

7

Verify consumer list checkboxes removed

No checkboxes visible in consumer list

N/A

UI simplification

8

Verify search functionality maintained

Search bar functional and responsive

N/A

Core functionality preserved

Verification Points:

  • Primary_Verification: All dashboard metrics display correct values and UI changes implemented
  • Secondary_Verifications: Page loads within performance baseline, simplified UI elements properly rendered
  • Negative_Verification: No legacy UI elements (Sort/Display tabs, checkboxes) visible

Test Case 2: Consumer Search Functionality

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_002
  • Title: Verify consumer search works across all supported fields with simplified UI
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Classification:

  • Module/Feature: Consumer Search
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Smoke
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: MOD-Search, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Low, Search-Performance, UI-Consistency, Data-Retrieval

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: 5 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: High
  • Failure_Impact: High

Coverage Tracking:

  • Feature_Coverage: 100% of search functionality with UI changes
  • Integration_Points: Search indexing service, consumer database
  • Code_Module_Mapped: Search controller, indexing service, UI components
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Engineering
  • Report_Categories: Quality-Dashboard, Search-Performance, User-Experience
  • Trend_Tracking: Yes
  • Executive_Visibility: No
  • Customer_Impact_Level: High

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 155+
  • Device/OS: Windows 11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Consumer database, search indexing service
  • Performance_Baseline: <500ms search response
  • Data_Requirements: Consumer records with known values

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 without checkboxes

"John Doe"

Name search validation

3

Clear search and search by account number

Returns specific account in simplified view

"WU-10001"

Account number search

4

Search by phone number

Returns consumer with matching phone

"(555) 123-4567"

Phone search

5

Search by email address

Returns consumer with matching email

"jane.smith@example.com"

Email search

6

Search by partial address

Returns consumers matching address

"123 Main"

Address search

7

Verify simplified list display

Consumer list shows without Sort/Display/Filter options

Search results

UI simplification

8

Search with invalid data

Shows "No results found" message

"InvalidData123"

Negative test

9

Measure search response time

Response within 500ms

All searches

Performance validation

Verification Points:

  • Primary_Verification: Search returns accurate results for all supported field types in simplified UI
  • Secondary_Verifications: Response time meets performance baseline, proper handling of no results
  • Negative_Verification: Invalid searches don't cause errors, UI remains simplified

Module: New Consumer Application Workflow (Updated)

Test Case 3: Application Method Selection

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_003
  • Title: Verify application method selection between AI-powered and manual entry
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Classification:

  • Module/Feature: Application Method Selection
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: MOD-NewApplication, P1-Critical, Phase-Regression, Type-Functional, Platform-Both, Report-Product, Customer-All, Risk-Medium, Business-High, Revenue-Impact-High, Integration-External-Dependency, AI-Integration, Workflow-Entry

Business Context:

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

Quality Metrics:

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

Coverage Tracking:

  • Feature_Coverage: 100% of application method selection
  • Integration_Points: AI document processing service, application workflow
  • Code_Module_Mapped: Application controller, AI service integration, UI workflow
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Both

Stakeholder Reporting:

  • Primary_Stakeholder: Product
  • Report_Categories: Feature-Adoption, User-Experience, AI-Usage
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: Medium

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 155+, Safari 16+
  • Device/OS: Windows 11, iOS 16+
  • Screen_Resolution: Desktop-1920x1080, Mobile-375x667
  • Dependencies: AI document processing service, application workflow
  • Performance_Baseline: <3 seconds page load
  • Data_Requirements: N/A

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Click "New Consumer" button from dashboard

Application method selection page loads

N/A

Navigation test

2

Verify AI-Powered Upload option displayed

Shows "Recommended" badge and description

N/A

UI validation

3

Verify Manual Entry option displayed

Shows step-by-step description

N/A

UI validation

4

Verify benefits listed for AI option

"Save time", "Reduces errors", "Works with printed forms"

N/A

Feature benefits

5

Verify benefits listed for Manual option

"Step-by-step", "Save progress", "Help text"

N/A

Feature benefits

6

Click "Smart Upload" button

Navigates to document scanner interface

N/A

AI workflow

7

Go back and click "Start Manual Entry"

Navigates to consumer details form

N/A

Manual workflow

8

Verify responsive design on mobile

Both options accessible and functional on mobile

N/A

Mobile compatibility

Verification Points:

  • Primary_Verification: Both application methods function correctly and lead to appropriate workflows
  • Secondary_Verifications: UI displays properly on different devices, benefits clearly communicated
  • Negative_Verification: No broken links or missing functionality in either workflow path

Test Case 4: Consumer Details Form with VIP Status

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_004
  • Title: Verify consumer details form validation with VIP status and secondary consumer functionality
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Classification:

  • Module/Feature: Consumer Details Form
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: MOD-ConsumerForm, P1-Critical, Phase-Regression, Type-Functional, Platform-Both, Report-QA, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Form-Validation, VIP-Management, Data-Entry

Business Context:

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

Quality Metrics:

  • Risk_Level: High
  • Complexity_Level: High
  • Expected_Execution_Time: 10 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: High
  • Failure_Impact: Critical

Coverage Tracking:

  • Feature_Coverage: 100% of consumer form functionality including VIP features
  • Integration_Points: Phone verification service, VIP management system
  • Code_Module_Mapped: Form controller, validation service, VIP service
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Both

Stakeholder Reporting:

  • Primary_Stakeholder: QA
  • Report_Categories: Data-Quality, Form-Validation, Customer-Classification
  • Trend_Tracking: Yes
  • Executive_Visibility: No
  • Customer_Impact_Level: High

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
  • Device/OS: Windows 11, macOS 12+, iOS 16+, Android 13+
  • Screen_Resolution: Desktop-1920x1080, Tablet-1024x768, Mobile-375x667
  • Dependencies: Phone verification service, form validation engine
  • Performance_Baseline: <2 seconds form load, <1 second validation response
  • Data_Requirements: Valid consumer test data, phone verification service

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Consumer Details step

Form loads with required field indicators

N/A

Form loading

2

Verify VIP Status information section

VIP status explanation displayed correctly

N/A

VIP information

3

Enter valid first name

Field accepts input, no error

"John"

Valid input

4

Enter valid last name

Field accepts input, no error

"Smith"

Valid input

5

Enter valid phone number

Field accepts input, formats correctly

"+1-555-123-4567"

Phone formatting

6

Click "Verify" button for phone

Phone verification initiated successfully

Valid phone

Phone verification

7

Enter valid email address

Field accepts input, validates format

"john.smith@example.com"

Email validation

8

Select category from dropdown

Category selection successful

"Residential"

Dropdown functionality

9

Select sub-category

Sub-category options populate correctly

"Single Family"

Dependent dropdown

10

Check VIP Designation checkbox

VIP checkbox selected, description shown

N/A

VIP functionality

11

Check Add Secondary Consumer

Secondary consumer fields appear

N/A

Secondary consumer

12

Leave required field empty and submit

Validation error displayed

Empty first name

Required field validation

13

Enter invalid email format

Email format error displayed

"invalid-email"

Email format validation

14

Enter invalid phone format

Phone format error displayed

"123"

Phone format validation

15

Test character limits

Field prevents input beyond limit

100+ character string

Character limit validation

16

Complete form and click "Save and Continue"

Form validation passes, navigation to next step

Valid data set

Form submission

Verification Points:

  • Primary_Verification: All form validations work correctly for required and optional fields including VIP features
  • Secondary_Verifications: Phone verification integration works, secondary consumer functionality operates
  • Negative_Verification: Invalid data formats trigger appropriate error messages without system crashes

Test Case 5: Plan Selection with Eco-Friendly Options

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_005
  • Title: Verify service plan selection including Eco-Friendly plan with Conservation Assessment
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Classification:

  • Module/Feature: Plan Selection
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support: Tags: MOD-PlanSelection, P1-Critical, Phase-Regression, Type-Functional, Platform-Both, Report-Product, Customer-All, Risk-Medium, Business-High, Revenue-Impact-High, Plan-Comparison, Eco-Features, Service-Configuration

Business Context:

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

Quality Metrics:

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

Coverage Tracking:

  • Feature_Coverage: 100% of plan selection including new Eco-Friendly features
  • Integration_Points: Plan calculation service, pricing engine, eco-assessment service
  • Code_Module_Mapped: Plan controller, pricing calculator, eco-service integration
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Both

Stakeholder Reporting:

  • Primary_Stakeholder: Product
  • Report_Categories: Feature-Usage, Plan-Adoption, Revenue-Impact
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: Medium

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 155+, Firefox 110+, Safari 16+
  • Device/OS: Windows 11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080, Tablet-1024x768
  • Dependencies: Plan calculation service, pricing engine, eco-assessment service
  • Performance_Baseline: <3 seconds plan load, <2 seconds comparison
  • Data_Requirements: Plan configuration data, pricing information

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Plan Selection step

Plan selection interface loads with 5 plan options

N/A

Interface loading

2

Review plan selection guide

Helpful information and Plan Calculator link displayed

N/A

User guidance

3

Use search functionality

Search filters plans correctly

"Standard"

Plan search

4

Review Basic plan details

Water Supply (Fixed), Waste Water (Variable), Monthly billing

N/A

Basic plan validation

5

Review Standard plan (Recommended)

Shows "Recommended" badge, Water Quality Testing (Quarterly)

N/A

Standard plan validation

6

Review Premium plan details

Emergency Services included, Monthly quality testing, Premium Fixed

N/A

Premium plan validation

7

Review Seasonal plan details

Seasonal Fixed water supply, Limited waste water

N/A

Seasonal plan validation

8

Review Eco-Friendly plan features

Conservation Fixed supply, Reduced waste water

N/A

Eco plan validation

9

Verify Conservation Assessment feature

Eco-Friendly plan shows "Conservation Assessment: Quarterly"

N/A

New feature validation

10

Click Plan Calculator link

Calculator tool opens/navigates properly

N/A

Calculator integration

11

Compare utility services across plans

All plan features clearly differentiated

N/A

Service comparison

12

Verify billing frequency consistency

All plans show "monthly" billing frequency

N/A

Billing consistency

13

Select Eco-Friendly plan

Plan selection successful, "Select Plan" button responsive

N/A

Eco plan selection

14

Change to Premium plan

Plan change successful, previous selection deselected

N/A

Plan modification

15

Verify only one plan can be selected

Single selection validation enforced

N/A

Selection validation

16

Proceed with selected plan

Plan selection saved and form progresses

Selected plan data

Selection persistence

Verification Points:

  • Primary_Verification: All 5 plans display correctly with accurate features including Eco-Friendly Conservation Assessment
  • Secondary_Verifications: Plan calculator integration works, search functionality filters correctly, single selection enforced
  • Negative_Verification: Cannot select multiple plans simultaneously, all plan features accurately displayed

Test Case 6: Application Review with 5-Step Process

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_006
  • Title: Verify application review displays all information with Terms & Conditions and direct submission
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Classification:

  • Module/Feature: Application Review
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: MOD-ApplicationReview, P1-Critical, Phase-Regression, Type-Functional, Platform-Both, Report-QA, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Review-Process, Direct-Submission, Terms-Validation

Business Context:

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

Quality Metrics:

  • Risk_Level: High
  • Complexity_Level: High
  • Expected_Execution_Time: 12 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: High
  • Failure_Impact: Critical

Coverage Tracking:

  • Feature_Coverage: 100% of review process including Terms & Conditions validation
  • Integration_Points: Application data aggregation, terms validation service, submission workflow
  • Code_Module_Mapped: Review controller, validation service, submission processor
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Both

Stakeholder Reporting:

  • Primary_Stakeholder: QA
  • Report_Categories: Data-Integrity, Compliance-Validation, Submission-Success
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: High

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
  • Device/OS: Windows 11, macOS 12+, iOS 16+, Android 13+
  • Screen_Resolution: Desktop-1920x1080, Tablet-1024x768, Mobile-375x667
  • Dependencies: Application data service, terms validation service, submission processor
  • Performance_Baseline: <2 seconds review load, <3 seconds submission
  • Data_Requirements: Complete application data from previous steps

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Review step (Step 5)

Review page loads with all application information

N/A

Review page loading

2

Verify 5-step progress indicator

Progress shows 5 steps total (not 6)

N/A

Updated: 5-step process

3

Verify Consumer Details section

All entered consumer information displayed correctly

Previous form data

Data persistence

4

Check for missing information indicators

Missing fields highlighted with "Missing 5 fields" status

Incomplete data

Validation indicators

5

Verify Address Details section

Service and billing addresses displayed correctly

Address data

Address review

6

Check address missing information

Missing address fields highlighted with field count

Incomplete address

Address validation

7

Verify Documents section

Uploaded documents listed with "Missing 1 field" status

Document data

Document review

8

Check for missing documents

Missing required documents highlighted

Missing docs

Document validation

9

Verify Selected Plan section

Chosen plan displayed with "Missing 1 field" status

Selected plan

Plan review

10

Verify Terms & Conditions section

Service Terms, Privacy Policy, Electronic signature checkboxes

N/A

Terms in review

11

Check Terms & Conditions dropdowns

Expandable sections for Service Terms and Privacy Policy

N/A

Terms accessibility

12

Review application incompleteness warnings

All missing information clearly listed in summary

Incomplete application

Completeness validation

13

Click "Edit" button for sections

Returns to appropriate form sections

N/A

Edit functionality

14

Complete all required information

Return to review with complete data

Complete data set

Complete application

15

Accept all terms and conditions

All checkboxes selected successfully

N/A

Terms acceptance

16

Verify "Submit Application" button activation

Button becomes active when all requirements met

Complete application

Submit button state

17

Click "Submit Application"

Direct submission to payment step (not separate step 6)

Complete application

Updated: Direct submission

Verification Points:

  • Primary_Verification: All entered information displays correctly with Terms & Conditions integrated into review
  • Secondary_Verifications: Missing information clearly indicated, edit functionality works, direct submission to payment
  • Negative_Verification: Incomplete applications cannot be submitted, Terms & Conditions must be accepted

Test Case 7: Payment Options Selection

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_007
  • Title: Verify payment options selection with multiple payment timing choices
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Classification:

  • Module/Feature: Payment Options
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: MOD-PaymentOptions, P1-Critical, Phase-Regression, Type-Functional, Platform-Both, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Payment-Selection, Payment-Methods, Fee-Calculation

Business Context:

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

Quality Metrics:

  • Risk_Level: High
  • Complexity_Level: High
  • Expected_Execution_Time: 10 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: High
  • Failure_Impact: Critical

Coverage Tracking:

  • Feature_Coverage: 100% of payment options and fee calculation
  • Integration_Points: Payment processing system, fee calculation service, payment methods
  • Code_Module_Mapped: Payment controller, fee calculator, payment gateway integration
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Both

Stakeholder Reporting:

  • Primary_Stakeholder: Engineering
  • Report_Categories: Payment-Processing, Fee-Accuracy, Method-Selection
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: High

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
  • Device/OS: Windows 11, macOS 12+, iOS 16+, Android 13+
  • Screen_Resolution: Desktop-1920x1080, Tablet-1024x768, Mobile-375x667
  • Dependencies: Payment gateway, fee calculation service, application processing
  • Performance_Baseline: <2 seconds page load, <1 second option selection
  • Data_Requirements: Valid payment methods, fee calculation data

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Complete application submission

Payment page loads immediately after review submission

N/A

Updated: Direct to payment

2

Verify Application Fee Summary section

Application Fee Summary displayed clearly

N/A

Fee section

3

Verify Application Processing Fee

Shows $25.00

N/A

Fixed processing fee

4

Verify Service Connection Fee

Shows $75.00

N/A

Connection fee validation

5

Verify Security Deposit

Shows $150.00

N/A

Deposit calculation

6

Verify Total Due calculation

Shows $250.00 (sum of all fees)

$25+$75+$150

Total calculation accuracy

7

Verify Payment Options section

Payment Options section clearly labeled

N/A

Options section

8

Verify "Pay Now" option

"Pay Now" with "Process payment immediately" description

N/A

Immediate payment option

9

Verify "Pay Later" option

"Pay Later" with "Pay within 7 days" description

N/A

Deferred payment option

10

Verify "Add to First Bill" option

"Add to First Bill" with "Include fees in first invoice" description

N/A

Billing integration option

11

Verify "Send Invoice" option

"Send Invoice" with "Email invoice to consumer" description

N/A

Invoice generation option

12

Select "Pay Now" option

Pay Now option selected, payment methods appear below

N/A

Payment timing selection

13

Verify Select Payment Method section

"Select Payment Method" section becomes visible

N/A

Payment method section

14

Verify Cash payment method

Cash option available with appropriate icon

N/A

Cash payment method

15

Verify Online payment method

Online option available with appropriate icon

N/A

Online payment method

16

Verify Cheque payment method

Cheque option available with appropriate icon

N/A

Cheque payment method

17

Test payment method requirement

"Please select a payment method to proceed" message displayed

No method selected

Validation message

18

Select Online payment method

Online payment method selected successfully

N/A

Method selection

19

Verify "Select Payment Method" button state

Button enabled after method selection

Payment method selected

Button state validation

20

Test switching payment timing options

Can switch between Pay Now, Pay Later, etc. without loss of data

N/A

Option switching

Verification Points:

  • Primary_Verification: All payment options display correctly with accurate fee calculations and method selections
  • Secondary_Verifications: Payment timing options function properly, method selection validation works
  • Negative_Verification: Cannot proceed without selecting payment method, fee calculations are accurate

Test Case 8: Pay Now Payment Processing

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_008
  • Title: Verify "Pay Now" payment processing with immediate completion flow
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Classification:

  • Module/Feature: Pay Now Processing
  • Test Type: Integration
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: MOD-PayNowProcessing, P1-Critical, Phase-Regression, Type-Integration, Platform-Both, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-External-Dependency, Payment-Gateway, Immediate-Processing

Business Context:

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

Quality Metrics:

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

Coverage Tracking:

  • Feature_Coverage: 100% of immediate payment processing flow
  • Integration_Points: Payment gateway, consumer account creation, success flow processing
  • Code_Module_Mapped: Payment processor, account creation service, success flow controller
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Both

Stakeholder Reporting:

  • Primary_Stakeholder: Engineering
  • Report_Categories: Payment-Success, Integration-Health, Revenue-Processing
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: High

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
  • Device/OS: Windows 11, macOS 12+, iOS 16+, Android 13+
  • Screen_Resolution: Desktop-1920x1080, Tablet-1024x768, Mobile-375x667
  • Dependencies: Payment gateway, account creation service, email notification service
  • Performance_Baseline: <5 seconds payment processing, <2 seconds success page load
  • Data_Requirements: Valid payment credentials, test payment amounts

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Select "Pay Now" and Online payment method

Payment processing interface initiated

N/A

Payment initiation

2

Enter valid credit card details

Card details accepted and validated

Test card: 4111-1111-1111-1111

Card validation

3

Process payment with valid card

Payment processing successful

Valid card details

Payment processing

4

Verify immediate success response

Payment processing completes within 5 seconds

N/A

Performance validation

5

Verify success page transition

Redirects to "Application Successful" page

N/A

Success page navigation

6

Verify success message display

"Payment Completed Successfully!" message prominently displayed

N/A

Updated: Payment success message

7

Verify completion confirmation

"Your payment has been processed and your consumer application is now complete."

N/A

Updated: Completion message

8

Verify consumer ID generation

New consumer ID assigned and displayed (e.g., 55235)

N/A

Account creation validation

9

Verify fee summary persistence

Application Fee Summary still visible with completed status

$250.00 total

Fee summary validation

10

Verify success indicator

Green checkmark icon displayed prominently

N/A

Visual success indicator

11

Verify action buttons availability

"Add Another Consumer" and "Return to Dashboard" buttons visible

N/A

Updated: Post-payment actions

12

Test "Return to Dashboard" functionality

Returns to main consumer dashboard successfully

N/A

Navigation validation

13

Test "Add Another Consumer" functionality

Starts new consumer application process

N/A

Workflow continuation

14

Verify payment confirmation in system

Payment recorded in system with correct amount and consumer ID

Payment details

System validation

15

Test payment failure scenario

Proper error handling for declined payment

Invalid card: 4000-0000-0000-0002

Error handling

16

Verify error recovery

Can retry payment after failure without data loss

N/A

Error recovery

Verification Points:

  • Primary_Verification: Payment processes successfully with immediate completion and consumer account creation
  • Secondary_Verifications: Success page displays correctly, action buttons function properly, system records payment
  • Negative_Verification: Payment failures handled gracefully without data loss or system errors

Test Case 9: Alternative Payment Options Processing

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_009
  • Title: Verify alternative payment options (Pay Later, Add to Bill, Send Invoice) processing
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Classification:

  • Module/Feature: Alternative Payment Options
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: MOD-AlternativePayment, P1-Critical, Phase-Regression, Type-Functional, Platform-Both, Report-Engineering, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Deferred-Payment, Billing-Integration, Invoice-Generation

Business Context:

  • Customer_Segment: All
  • Revenue_Impact: Medium
  • Business_Priority: Must-Have
  • Customer_Journey: Onboarding
  • 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 alternative payment processing flows
  • Integration_Points: Billing system, invoice generation service, application processing
  • Code_Module_Mapped: Alternative payment processor, billing integration, invoice service
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Both

Stakeholder Reporting:

  • Primary_Stakeholder: Engineering
  • Report_Categories: Payment-Flexibility, Billing-Integration, Customer-Options
  • Trend_Tracking: Yes
  • Executive_Visibility: No
  • Customer_Impact_Level: Medium

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
  • Device/OS: Windows 11, macOS 12+, iOS 16+, Android 13+
  • Screen_Resolution: Desktop-1920x1080, Tablet-1024x768, Mobile-375x667
  • Dependencies: Billing system, invoice generation service, notification service
  • Performance_Baseline: <3 seconds submission processing, <2 seconds confirmation load
  • Data_Requirements: Application data, billing configuration, email settings

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Select "Pay Later" option

Pay Later option selected, no payment method required

N/A

Deferred payment selection

2

Submit application with Pay Later

Application submitted successfully without payment

N/A

Deferred submission

3

Verify submission success page

"Application Submitted Successfully!" message displayed

N/A

Updated: Submission success

4

Verify application ID generation

Application ID assigned and displayed (e.g., APP-68719)

N/A

Updated: Application ID format

5

Verify processing confirmation

"Your application has been received and is being processed." message

N/A

Updated: Processing message

6

Verify "What happens next?" section

Timeline information displayed clearly

N/A

Updated: Next steps section

7

Check application review timeline

"Your application will be reviewed within 2-3 business days"

N/A

Updated: Review timeline

8

Check document verification step

"We'll verify your documents and contact information"

N/A

Updated: Verification step

9

Check service connection step

"Service connection will be scheduled upon approval"

N/A

Updated: Connection step

10

Check billing integration step

"Initial charges will be added to your first bill"

N/A

Updated: Billing step

11

Verify invoice information section

"Invoice and Billing Information" section displayed

N/A

Updated: Invoice section

12

Check invoice details

Invoice description with email notification details

N/A

Updated: Invoice details

13

Test "Add to First Bill" option

Fees successfully added to first monthly bill configuration

N/A

Billing integration test

14

Test "Send Invoice" option

Invoice email generation initiated successfully

N/A

Invoice generation test

15

Verify "Go to Dashboard" button

Returns to main dashboard successfully

N/A

Updated: Navigation option

16

Verify "Print Confirmation" button

Confirmation document generates and prints correctly

N/A

Updated: Print functionality

17

Test multiple alternative options

Can switch between Pay Later, Add to Bill, Send Invoice

N/A

Option flexibility

18

Verify application status tracking

Application appears in system with appropriate status

Application details

Status tracking

Verification Points:

  • Primary_Verification: All alternative payment options process successfully with appropriate confirmation flows
  • Secondary_Verifications: Timeline information accurate, invoice generation works, billing integration functions
  • Negative_Verification: No payment processing errors for deferred options, proper status tracking maintained

Module: Consumer Profile Management

Test Case 10: Relationship Health Score Calculation

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_010
  • Title: Verify relationship health score calculation with weighted formula components
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Classification:

  • Module/Feature: Relationship Health Score
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: MOD-HealthScore, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Weighted-Calculation, Analytics-Engine, Customer-Insights

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: 20 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: Medium
  • Failure_Impact: High

Coverage Tracking:

  • Feature_Coverage: 100% of relationship health score calculation including all weighted components
  • Integration_Points: Customer analytics engine, payment history service, service quality metrics
  • Code_Module_Mapped: Health score calculator, analytics engine, data aggregation service
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Engineering
  • Report_Categories: Analytics-Accuracy, Customer-Insights, Calculation-Validation
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: High

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 155+
  • Device/OS: Windows 11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Customer analytics engine, payment history service, service metrics
  • Performance_Baseline: <3 seconds score calculation, <2 seconds display
  • Data_Requirements: Consumer with known metrics for calculation validation

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to John Doe consumer profile

Profile loads with relationship health score 85/100

Consumer: John Doe (WU-10001)

Profile access

2

Verify Payment Compliance component (45%)

Calculate: (92% compliance) × 0.45 = 41.4 points

92% payment compliance

Payment component (45%)

3

Verify Service Quality Score component (30%)

Calculate: 100 - (3 requests × 5) = 85 × 0.30 = 25.5 points

3 service requests/year

Service component (30%)

4

Verify Account Longevity component (10%)

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

28 months account age

Longevity component (10%)

5

Verify Digital Engagement component (7.5%)

Calculate: 80% × 0.075 = 6.0 points

80% digital transactions

Digital component (7.5%)

6

Verify Complaint Resolution component (7.5%)

Calculate: 100% × 0.075 = 7.5 points

100% resolution rate

Resolution component (7.5%)

7

Calculate subtotal before penalties

Sum: 41.4 + 25.5 + 4.67 + 6.0 + 7.5 = 85.07 points

N/A

Subtotal calculation

8

Apply penalty factors

Subtract: 1 late payment × 2 = 2 points penalty

1 late payment

Penalty application

9

Verify final health score

Final score: 85.07 - 2 = 83.07 ≈ 85/100 displayed

Expected: 85/100

Final score verification

10

Verify score range classification

Score 85 should show "Good" status (80-89 range)

Score: 85

Range classification

11

Verify Account Age display

Shows "28 months" correctly

28 months

Age display

12

Verify Payment Compliance display

Shows "92%" with checkmark

92% compliance

Compliance display

13

Verify Service Requests display

Shows "5 in last 12 months"

5 requests

Service requests display

14

Verify Complaints display

Shows "2 in last 12 months" with upward trend

2 complaints

Complaints display

15

Verify Communication Preference

Shows "Email" preference

Email preference

Communication display

16

Verify Key Insights section

Shows positive insights: "Consistent payment history", "Responds well to email", "Moderate service request frequency"

Insight data

Insights validation

17

Verify consumption chart integration

6-month water consumption chart displays with dropdown for service type

Consumption data

Chart integration

18

Test boundary condition: 90+ score

Verify "Excellent" classification for 90+ scores

Test consumer with 90+

Boundary testing

19

Test boundary condition: <60 score

Verify "At Risk" classification for scores below 60

Test consumer with <60

Risk classification

20

Test real-time score update

Change payment compliance, verify score recalculation

Modified compliance data

Real-time updates

Verification Points:

  • Primary_Verification: Health score calculation follows the exact weighted formula with all components correctly calculated
  • Secondary_Verifications: Score classifications align with defined ranges, all components display correctly, insights accurate

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


View Details Test Cases - Consumer Management System

Test Case 1: View Details Navigation from Consumer List

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_011
  • Title: Verify "View Details" functionality from consumer list navigation
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Classification:

  • Module/Feature: Consumer List Navigation
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Smoke
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: MOD-ViewDetails, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-Low, Navigation-Function, Profile-Access, UI-Navigation

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: Low
  • Expected_Execution_Time: 3 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: Medium
  • Failure_Impact: Medium

Coverage Tracking:

  • Feature_Coverage: 100% of view details navigation functionality
  • Integration_Points: Consumer database, profile rendering service
  • Code_Module_Mapped: Navigation controller, profile service, UI components
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 155+
  • Device/OS: Windows 11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Consumer database, profile service
  • Performance_Baseline: <2 seconds profile load
  • Data_Requirements: Consumer records with complete profile data

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

Reference Image

1

Navigate to Consumer Management dashboard

Dashboard loads with consumer list showing 7 total accounts

N/A

Initial navigation

Image 1

2

Locate John Doe consumer row in list

John Doe row visible with account WU-10001, Active status

John Doe (WU-10001)

Consumer identification

Image 1

3

Click on three-dot menu for John Doe

Dropdown menu appears with options including "View Details"

John Doe row

Menu expansion

Image 1

4

Verify "View Details" option in dropdown

"View Details" option clearly visible and clickable

Menu options

Option availability

Image 1

5

Click "View Details" option

Navigation to John Doe's complete consumer profile page

N/A

Profile navigation

Image 2

6

Verify profile page loads completely

Consumer profile loads within 2 seconds showing header with VIP badge

Profile data

Performance validation

Image 2

7

Verify consumer information accuracy

Profile shows: John Doe, WU-10001, Active status, VIP badge

John Doe data

Data consistency

Image 2

8

Verify contact information display

Shows email: john.doe@example.com, phone: (555) 123-4567

Contact data

Contact information

Image 2

9

Verify address information display

Service Address: 123 Main St, Anytown; Billing Address: 456 Finance Ave, Billtown

Address data

Address display

Image 2

10

Verify account information display

Consumer Number: WU-10001, Category: Residential, Sub Category: Single Family

Account data

Account details

Image 2

11

Verify payment information display

Current Balance: $75.30, Last Payment: $120.45, Payment Compliance: 92%

Payment data

Payment details

Image 2

12

Verify profile tabs accessibility

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

Tab navigation

Tab functionality

Image 2

13

Verify Quick Actions button

"Quick Actions" button visible and accessible in top right

N/A

Quick actions access

Image 1

14

Test "View Details" from different consumer

Navigate back and test with Jane Smith (WU-10002)

Jane Smith (WU-10002)

Multiple consumer test

Image 1

15

Verify different consumer profile loads

Jane Smith profile loads with different data but same structure

Jane Smith data

Profile consistency

N/A

16

Test "View Details" with search results

Search "John" and verify "View Details" works from filtered results

Search: "John"

Search integration

Image 1

17

Verify back navigation

Can return to consumer list using browser back button

Browser navigation

Return navigation

Image 1

18

Verify breadcrumb navigation

Profile page shows proper navigation breadcrumbs

N/A

Navigation aids

Image 2

Verification Points:

  • Primary_Verification: "View Details" successfully navigates to complete consumer profile with accurate data
  • Secondary_Verifications: Performance meets baseline, all profile sections accessible, VIP status displayed correctly
  • Negative_Verification: Navigation works consistently across different consumers and search states

Test Case 2: Quick Actions Menu Functionality

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_012
  • Title: Verify Quick Actions menu provides access to all consumer management functions
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Classification:

  • Module/Feature: Quick Actions Menu
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Manual

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

Reference Image

1

Navigate to John Doe consumer profile

Profile loads with Quick Actions button visible in top right

John Doe (WU-10001)

Initial setup

Image 2

2

Click "Quick Actions" button

Dropdown menu appears within 1 second showing action options

N/A

Menu responsiveness

Image 1

3

Verify "Register Complaint" option

Option visible with complaint icon

N/A

Complaint functionality

Image 1

4

Verify "Communicate" option

Option visible with communication icon

N/A

Communication access

Image 1

5

Verify "Request Service" option

Option visible with service icon

N/A

Service request access

Image 1

6

Verify "View Payments" option

Option visible with payment icon

N/A

Payment history access

Image 1

7

Verify "View Bills" option

Option visible with billing icon

N/A

Billing history access

Image 1

8

Verify "Raise Disconnection" option

Option visible with disconnection icon

N/A

Disconnection request

Image 1

9

Verify "Raise Transfer" option

Option visible with transfer icon

N/A

Transfer request

Image 1

10

Click "Register Complaint"

Navigates to complaint registration form or complaints tab

N/A

Complaint workflow

Image 8

11

Return and test "Communicate"

Opens communication interface or Communication tab

N/A

Communication workflow

Image 2

12

Return and test "Request Service"

Navigates to service request form or Requests tab

N/A

Service workflow

Image 10

13

Return and test "View Payments"

Displays payment history or Financial tab

N/A

Payment workflow

Image 4

14

Return and test "View Bills"

Shows billing information and history

N/A

Billing workflow

Image 4

15

Verify menu closes on outside click

Menu closes when clicking outside dropdown

N/A

UI behavior

Image 1

16

Test Quick Actions on mobile viewport

Menu remains functional on smaller screens

Mobile simulation

Responsive design

N/A

Verification Points:

  • Primary_Verification: All Quick Actions menu options are accessible and lead to correct workflows
  • Secondary_Verifications: Menu loads quickly, responsive design works, proper navigation flow
  • Negative_Verification: Menu closes appropriately, no broken links or navigation errors

Test Case 3: Consumer Profile Tab Navigation and Content

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_013
  • Title: Verify comprehensive consumer profile tab navigation and content display
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Classification:

  • Module/Feature: Profile Tab Navigation
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Automated

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

Reference Image

1

Navigate to John Doe profile via View Details

Profile loads with Overview tab active

John Doe (WU-10001)

Initial setup

Image 3

2

Verify Overview tab content

Shows Relationship Health 85/100, Account Age 28 months, Payment Compliance 92%

Overview data

Overview validation

Image 3

3

Verify Relationship Insights section

Shows Service Requests: 5 in last 12 months, Complaints: 2 in last 12 months

Insights data

Insights display

Image 3

4

Verify Key Insights display

Shows: Consistent payment history, Responds well to email communications, Moderate service request frequency

Key insights

Insights content

Image 3

5

Verify Consumption chart

6-month water consumption chart visible with dropdown for service type

Consumption data

Chart display

Image 3

6

Click "Financial" tab

Financial tab activates, content loads showing Account Balance and Billing Overview

N/A

Financial navigation

Image 4

7

Verify Account Balance section

Shows Current Balance: $75.30, Last Payment: $120.45, Next Due Date: Apr 30, 2025

Financial data

Balance information

Image 4

8

Verify Billing Overview section

Shows Rate Plan: Residential Standard, Payment Method: Credit Card (auto), Average Monthly Usage: 4,500 gallons

Billing data

Billing information

Image 4

9

Verify Payment History table

Shows recent payments with Date, Payment #, Amount, Method, Status columns

Payment history

Payment tracking

Image 4

10

Click "Connections" tab

Connections tab activates, utility connections visible

N/A

Connections navigation

Image 5

11

Verify Water Service section

Shows Water Service as Active with Meter Details expandable

Water service

Service display

Image 5

12

Expand Water Service Meter Details

Shows Meter No: M-5678, Device No: D-9012, Meter Type: Smart Water Meter, etc.

Meter data

Meter information

Image 5

13

Verify Electricity Service section

Shows Electricity Service as Active with Meter Details expandable

Electricity service

Service display

Image 6

14

Expand Electricity Meter Details

Shows Meter No: E-3421, Device No: D-7865, Meter Type: Smart Electric Meter, etc.

Meter data

Meter information

Image 6

15

Click "Service" tab

Service tab activates, service orders visible

N/A

Service navigation

Image 7

16

Verify Service Orders table

Shows orders with Order #, Date, Type, Description, Status, Actions columns

Service orders

Service tracking

Image 9

17

Click "Complaints" tab

Complaints tab activates, complaint history visible

N/A

Complaints navigation

Image 8

18

Verify Complaint History table

Shows complaints with Date, Complaint #, Type, Status, Actions columns

Complaint data

Complaint tracking

Image 8

19

Click "Requests" tab

Requests tab activates, service requests visible

N/A

Requests navigation

Image 10

20

Verify Service Requests table

Shows requests with Request ID, Date, Type, Description, Status, Actions columns

Request data

Request tracking

Image 11

21

Click "Communication" tab

Communication tab activates, communication history visible

N/A

Communication navigation

Image 2

22

Verify Communication History

Shows emails, phone calls, SMS with dates, types, and expansion capability

Communication data

Communication tracking

Image 2

23

Click "Documents" tab

Documents tab activates, document repository visible

N/A

Documents navigation

Image 3

24

Verify Document Repository

Shows documents with Type, Sub Type, Date, Verification Status, Actions columns

Document data

Document management

Image 9

25

Click "Notes" tab

Notes tab activates, consumer notes visible

N/A

Notes navigation

Image 4

26

Verify Consumer Notes section

Shows note input field and existing notes with authors and dates

Notes data

Notes functionality

Image 10

27

Click "Activity" tab

Activity tab activates, activity timeline visible

N/A

Activity navigation

Image 5

28

Verify Activity Timeline

Shows activities with filtering options and "View Details" links

Activity data

Activity tracking

Image 11

29

Test tab state persistence on refresh

Active tab remains selected after page refresh

N/A

State persistence

N/A

30

Verify responsive tab behavior

Tabs remain functional on mobile viewport

Mobile simulation

Mobile compatibility

N/A

Verification Points:

  • Primary_Verification: All profile tabs navigate correctly and display appropriate content as shown in images
  • Secondary_Verifications: Tab states persist, data accuracy matches reference images, responsive design functions
  • Negative_Verification: No broken tabs, proper loading states, error handling for missing data

Test Case 4: Update Profile Functionality

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_014
  • Title: Verify consumer profile update functionality with validation and persistence
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

Reference Image

1

Navigate to John Doe consumer profile

Profile loads with "Update Profile" button visible

John Doe (WU-10001)

Setup verification

Image 2

2

Click "Update Profile" button

Update modal opens within 2 seconds as shown in interface

N/A

Modal loading

Image 7

3

Verify modal title and description

Shows "Update Consumer Profile" with description text

Modal content

Modal content validation

Image 7

4

Verify pre-populated email field

Current email displayed: "john.doe@example.com" with blue border

Existing data

Data pre-population

Image 7

5

Verify pre-populated phone field

Current phone displayed: "(555) 123-4567"

Existing data

Phone pre-population

Image 7

6

Verify pre-populated service address

Service address shows: "123 Main St, Anytown"

Existing address

Address pre-population

Image 7

7

Verify pre-populated billing address

Billing address shows: "456 Finance Ave, Billtown"

Existing billing

Billing pre-population

Image 7

8

Update email to new valid address

Field accepts new email format

"john.doe.updated@example.com"

Email update

Image 7

9

Update phone to new valid number

Field accepts new phone format

"(555) 987-6543"

Phone update

Image 7

10

Update service address

Service address field allows modification

"456 Oak Ave, Anytown"

Service address update

Image 7

11

Update billing address

Billing address field allows modification

"789 Pine St, Billtown"

Billing address update

Image 7

12

Attempt invalid email format

Validation error displayed

"invalid-email"

Email validation

Image 7

13

Attempt invalid phone format

Validation error displayed

"123"

Phone validation

Image 7

14

Clear required field

Required field validation triggered

Empty email

Required validation

Image 7

15

Enter valid data and click "Save Changes"

Form submits successfully within 3 seconds

Valid complete data

Save operation

Image 7

16

Verify success confirmation

Success message displayed

N/A

Save confirmation

N/A

17

Verify profile data persistence

Updated data displayed in profile view

Updated values

Data persistence

Image 2

18

Verify "Cancel" functionality

Modal closes without saving when Cancel clicked

N/A

Cancel behavior

Image 7

19

Verify modal close behavior

Modal closes properly with X button

N/A

UI behavior

Image 7

Verification Points:

  • Primary_Verification: Profile updates save correctly with proper validation and data persistence as shown in modal interface
  • Secondary_Verifications: Form validation works for all field types, modal behavior matches interface design
  • Negative_Verification: Invalid data rejected, cancel discards changes, required fields enforced

Test Case 5: Communication History Management

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_015
  • Title: Verify communication history display and management with filtering and details
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

Reference Image

1

Navigate to John Doe profile and click Communication tab

Communication tab becomes active

John Doe (WU-10001)

Setup

Image 2

2

Verify Communication History section

Section loads within 2 seconds showing history entries

N/A

Performance

Image 2

3

Verify "Send Message" button

Blue "Send Message" button visible and accessible

N/A

Message functionality

Image 2

4

Verify email communication entry

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

Historical email

Email display

Image 2

5

Verify email entry details

Shows "To Customer" with "Maintenance" tag

Email metadata

Email categorization

Image 2

6

Verify phone communication entry

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

Historical phone

Phone display

Image 2

7

Verify phone entry details

Shows "From Customer" with "Billing" tag

Phone metadata

Phone categorization

Image 2

8

Verify email response entry

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

Email response

Response tracking

Image 2

9

Verify email response details

Shows "From Customer" with "Information Request" tag

Response metadata

Response categorization

Image 2

10

Verify SMS communication entry

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

Historical SMS

SMS display

Image 2

11

Verify SMS entry details

Shows "To Customer" with "Payment" tag

SMS metadata

SMS categorization

Image 2

12

Verify communication type icons

Each entry shows appropriate icon (Email/Phone/SMS) as displayed

Communication types

Type identification

Image 2

13

Verify direction indicators

"To Customer" and "From Customer" clearly indicated

Direction data

Direction tracking

Image 2

14

Verify timestamp display

All entries show accurate date and time format

Timestamps

Time accuracy

Image 2

15

Verify category tags

Communications tagged (Maintenance, Billing, Payment, Information Request)

Category data

Categorization

Image 2

16

Click expand arrow on email entry

Email content/details expand as shown with dropdown arrow

Apr 18 email

Content expansion

Image 2

17

Test "Send Message" functionality

Message composition interface opens

N/A

Message creation

Image 2

18

Verify communication chronological order

Entries displayed in reverse chronological order

All entries

Order validation

Image 2

Verification Points:

  • Primary_Verification: Communication history displays accurately as shown in Image 2 with proper categorization and chronological order
  • Secondary_Verifications: All communication types properly identified, content expansion works, send functionality accessible
  • Negative_Verification: No missing communications, proper handling of empty states

Test Case 6: Document Repository Management

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_016
  • Title: Verify document repository functionality with upload, verification status, and actions
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

Reference Image

1

Navigate to John Doe profile and click Documents tab

Documents tab becomes active

John Doe (WU-10001)

Setup

Image 3

2

Verify Document Repository section

Section loads within 3 seconds

N/A

Performance

Image 3

3

Verify "Upload Document" button

Blue "Upload Document" button visible and accessible

N/A

Upload functionality

Image 3

4

Verify Service Agreement document

"Service Agreement" Contract from Jan 15, 2023 - Verified (green)

Service Agreement

Document display

Image 3

5

Verify Billing Authorization document

"Billing Authorization" Financial from Jan 15, 2023 - Verified (green)

Billing Auth

Document display

Image 3

6

Verify Water Quality Report

"Water Quality Report" Report from Apr 05, 2025 - Published (blue)

Quality Report

Document display

Image 3

7

Verify Service Change Request

"Service Change Request" Form from Mar 12, 2025 - Processing (yellow)

Change Request

Document display

Image 3

8

Verify Identity Verification document

"Identity Verification" KYC from Jan 15, 2023 - Verified (green)

ID Verification

Document display

Image 3

9

Verify document table columns

Document Type, Sub Type, Date, Verification Status, Actions columns visible

Table headers

Column validation

Image 3

10

Verify verification status indicators

"Verified" (green), "Published" (blue), "Processing" (yellow) as shown

Status indicators

Status display

Image 3

11

Verify document actions

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

Action icons

Action availability

Image 3

12

Click view icon for Service Agreement

Document opens in viewer/downloads

Service Agreement

Document access

Image 3

13

Click download icon for Billing Authorization

Document downloads successfully

Billing Authorization

Download functionality

Image 3

14

Click "Upload Document" button

Upload dialog/interface opens

N/A

Upload initiation

Image 3

15

Select valid PDF file for upload

File selected and validated

Test PDF file

File selection

N/A

16

Choose document type from dropdown

Document type selection available

"Identity Document"

Type classification

N/A

17

Choose sub-type from dropdown

Sub-type options populate based on type

"Passport"

Sub-type selection

N/A

18

Click "Upload" button

File uploads within 10 seconds

Selected file

Upload processing

N/A

19

Verify upload success confirmation

Success message displayed

N/A

Upload confirmation

N/A

20

Verify new document appears in list

Uploaded document visible with "Processing" status

New document

Document listing

Image 3

21

Test upload with invalid file type

Error message for unsupported file type

.txt file

File validation

N/A

22

Test upload with oversized file

Error message for file size limit

Large file >10MB

Size validation

N/A

Verification Points:

  • Primary_Verification: Document repository displays all documents as shown in Image 3 with correct verification status and functional actions
  • Secondary_Verifications: Upload functionality works with proper validation, document access functions correctly
  • Negative_Verification: Invalid file types rejected, size limits enforced, proper error handling

Test Case 7: Consumer Notes Functionality

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_017
  • Title: Verify consumer notes functionality with add, display, and management capabilities
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

Reference Image

1

Navigate to John Doe profile and click Notes tab

Notes tab becomes active

John Doe (WU-10001)

Setup

Image 4

2

Verify Consumer Notes section

Section loads within 2 seconds

N/A

Performance

Image 4

3

Verify note input field

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

N/A

Input field

Image 4

4

Verify send button

Blue arrow send button visible next to input field

N/A

Send functionality

Image 4

5

Verify existing notes display

Historical notes visible with author and date

Existing notes

Notes display

Image 4

6

Verify first note content

"Customer called to inquire about their current balance."

Note 1

Content accuracy

Image 4

7

Verify first note metadata

Author: Jane Smith, Date: May 20, 2025

Note 1 metadata

Metadata display

Image 4

8

Verify second note content

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

Note 2

Content accuracy

Image 4

9

Verify second note metadata

Author: Robert Johnson, Date: May 18, 2025

Note 2 metadata

Metadata display

Image 4

10

Click in note input field

Cursor appears in text area

N/A

Input activation

Image 4

11

Type new note content

Text appears as typed

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

Text input

Image 4

12

Click send button (arrow icon)

Note saves within 1 second

N/A

Note submission

Image 4

13

Verify new note appears

New note added to list with current user and timestamp

New note

Note addition

Image 4

14

Verify chronological order

Notes displayed in reverse chronological order (newest first)

All notes

Order validation

Image 4

15

Verify input field reset

Input field returns to empty state with placeholder

N/A

Field reset

Image 4

16

Test long note input

Long text accepted and displayed correctly

500+ character note

Long text handling

Image 4

17

Test empty note submission

Empty note submission prevented or handled gracefully

Empty input

Empty validation

Image 4

Verification Points:

  • Primary_Verification: Notes can be added, saved, and displayed correctly as shown in Image 4 with proper metadata
  • Secondary_Verifications: Chronological ordering maintained, input field behavior matches interface design
  • Negative_Verification: Empty notes handled appropriately, proper user attribution

Test Case 8: Activity Timeline with View Details

Test Case Metadata:

  • Test Case ID: CIS01US02_TC_018
  • Title: Verify activity timeline functionality with filtering, search, and detailed view capabilities
  • Created By: Auto-generated
  • Created Date: June 02, 2025
  • Version: 1.0

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

Reference Image

1

Navigate to John Doe profile and click Activity tab

Activity tab becomes active

John Doe (WU-10001)

Setup

Image 5

2

Verify Activity Timeline section

Section loads within 3 seconds

N/A

Performance

Image 5

3

Verify search functionality

Search box "Search activities..." visible

N/A

Search availability

Image 5

4

Verify filter functionality

Filter button accessible with filter options

N/A

Filter availability

Image 5

5

Verify filter categories

All, Payments, Billing, Service, Communication, Account filter tabs

Filter options

Category filters

Image 5

6

Verify Payment Processed activity

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

Payment activity

Payment tracking

Image 5

7

Verify payment activity details

"Payment of $120.45 was processed via Credit Card"

Payment details

Detail accuracy

Image 5

8

Verify payment activity metadata

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

Payment metadata

Attribution tracking

Image 5

9

Click "View Details" on payment activity

Detailed view opens with comprehensive payment information

Payment details

Detail expansion

Image 5

10

Verify Email Sent activity

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

Email activity

Communication tracking

Image 5

11

Verify email activity details

"Payment receipt email sent to customer"

Email details

Detail accuracy

Image 5

12

Click "View Details" on email activity

Detailed view shows email content and delivery status

Email details

Email detail view

Image 5

13

Verify Contact Information Updated activity

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

Contact update

Account tracking

Image 6

14

Verify contact update details

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

Contact details

Change tracking

Image 6

15

Click "View Details" on contact update

Shows before/after values and update timestamp

Contact details

Change detail view

Image 6

16

Verify Bill Generated activity

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

Billing activity

Billing tracking

Image 6

17

Verify bill activity details

"Monthly bill of $120.45 generated for April 2025"

Bill details

Bill information

Image 6

18

Click "View Details" on bill generation

Shows bill breakdown and generation parameters

Bill details

Bill detail view

Image 6

19

Verify Phone Call Received activity

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

Phone activity

Communication tracking

Image 6

20

Verify Service Request Created activity

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

Service activity

Service tracking

Image 6

21

Verify Email Received activity

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

Email received

Communication tracking

Image 6

22

Test filter by "Payments" category

Only payment-related activities displayed

Payment filter

Filter functionality

Image 5

23

Test filter by "Communication" category

Only communication activities displayed

Communication filter

Filter accuracy

Image 5

24

Test filter by "Billing" category

Only billing-related activities displayed

Billing filter

Filter functionality

Image 5

25

Test search functionality

Search for "payment" returns relevant activities

"payment" search

Search functionality

Image 5

26

Test search with no results

"No activities found" message displayed

"xyz123" search

No results handling

Image 5

27

Verify chronological ordering

Activities displayed in reverse chronological order

All activities

Order validation

Image 5, Image 6

28

Verify activity icons

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

All activities

Icon consistency

Image 5, Image 6

29

Verify timestamp accuracy

All timestamps display correctly formatted

All activities

Time formatting

Image 5, Image 6

30

Test "View Details" performance

Detail views load within 2 seconds

Various details

Performance validation

Image 5, Image 6

Verification Points:

  • Primary_Verification: Activity timeline displays all consumer activities as shown in Images 5 and 6 with accurate details and functional "View Details" links
  • 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


BUSINESS RULES VALIDATION WITH WEIGHTED CALCULATIONS

Business Rule 1: Relationship Health Score Formula

Formula Components:

Relationship Health Score = 
(0.45 × Payment Compliance%) + 
(0.3 × Service Quality Score) + 
(0.1 × Account Longevity Factor) + 
(0.075 × Digital Engagement%) + 
(0.075 × Complaint Resolution Rate%) - 
Penalty Factors

Component Breakdown:

  1. Payment Compliance (45% Weight)
    • Formula: (On-time Payments / Total Payments) × 100
    • Test Values: 92% compliance = 41.4 points
    • Validation: CIS01US02_TC_010 Step 2
  2. Service Quality Score (30% Weight)
    • Formula: 100 - (Service Requests per Year × 5)
    • Test Values: 3 requests/year = 85 × 0.30 = 25.5 points
    • Validation: CIS01US02_TC_010 Step 3
  3. Account Longevity Factor (10% Weight)
    • Formula: min(Account Age in Months / 60, 1) × 100
    • Test Values: 28 months = (28/60) × 100 × 0.10 = 4.67 points
    • Validation: CIS01US02_TC_010 Step 4
  4. Digital Engagement (7.5% Weight)
    • Formula: (Digital Transactions / Total Transactions) × 100
    • Test Values: 80% engagement = 6.0 points
    • Validation: CIS01US02_TC_010 Step 5
  5. Complaint Resolution Rate (7.5% Weight)
    • Formula: (Resolved Complaints / Total Complaints) × 100
    • Test Values: 100% resolution = 7.5 points
    • Validation: CIS01US02_TC_010 Step 6

Penalty Factors:

  • Late Payment: -2 points each
  • Unresolved Complaint: -5 points each
  • Service Disconnection: -10 points each
  • Fraudulent Activity: -25 points

Score Ranges:

  • 90-100: Excellent
  • 80-89: Good
  • 70-79: Average
  • 60-69: Poor
  • <60: At Risk

Business Rule 2: Dashboard Metrics Calculations

Dashboard Percentage Calculations:

  • Active Accounts %: (Active Accounts / Total Accounts) × 100
  • Inactive Accounts %: (Inactive Accounts / Total Accounts) × 100
  • Temporarily Disconnected %: (Temp Disconnected / Total Accounts) × 100

Test Values:

  • Total: 7, Active: 4, Inactive: 1, Temp Disconnected: 1
  • Active %: (4/7) × 100 = 57%
  • Inactive %: (1/7) × 100 = 14%
  • Temp Disconnected %: (1/7) × 100 = 14%

Validation: CIS01US02_TC_001 Steps 2-5

Business Rule 3: Fee Calculation Rules

Application Fee Structure:

  • Application Processing Fee: $25.00 (Fixed)
  • Service Connection Fee: $75.00 (Fixed)
  • Security Deposit: $150.00 (Fixed)
  • Total Due: Sum of all fees = $250.00

Validation: CIS01US02_TC_007 Steps 3-6

PERFORMANCE BENCHMARKS & SLA DEFINITIONS

Page Load Performance Requirements

Component

SLA Requirement

Test Validation

Dashboard Load

<3 seconds

CIS01US02_TC_001 Step 1

Consumer Search

<500ms response

CIS01US02_TC_002 Step 9

Profile Load

<2 seconds

CIS01US02_TC_010 Step 1

Application Form Load

<2 seconds

CIS01US02_TC_004 Step 1

Plan Selection Load

<3 seconds

CIS01US02_TC_005 Step 1

Review Page Load

<2 seconds

CIS01US02_TC_006 Step 1

Payment Processing

<5 seconds

CIS01US02_TC_008 Step 4

API Performance Requirements

API Endpoint

SLA Requirement

Test Coverage

GET /api/consumers

<500ms

API Performance Suite

POST /api/applications

<1 second

Application Processing

POST /api/payments

<3 seconds

Payment Processing

GET /api/health-score

<2 seconds

Health Score Calculation

Concurrent User Performance

User Load

Response Time SLA

Test Scenario

1-10 users

<2 seconds

Normal operation

11-50 users

<3 seconds

Peak usage

51-100 users

<5 seconds

Stress testing

100+ users

Graceful degradation

Load testing

Availability SLA

  • System Availability: 99.9% uptime
  • Planned Maintenance: <4 hours monthly
  • Recovery Time Objective (RTO): <1 hour
  • Recovery Point Objective (RPO): <15 minutes

VALIDATION CHECKLIST COMPLIANCE

✅ All Acceptance Criteria Covered:

  • AC1: Dashboard metrics with simplified UI ✓
  • AC2: Consumer search functionality ✓
  • AC3: Application method selection ✓
  • AC4: Consumer details form with VIP status ✓
  • AC5: Plan selection with Eco-Friendly options ✓
  • AC6: Application review with 5-step process ✓
  • AC7: Payment options selection ✓
  • AC8: Pay Now processing ✓
  • AC9: Alternative payment options ✓

✅ Business Rules Tested with Weighted Calculations:

  • Relationship health score formula (5 components) ✓
  • Dashboard percentage calculations ✓
  • Fee calculation accuracy ✓
  • Account status management ✓
  • Payment compliance tracking ✓

✅ Cross-browser/Device Compatibility:

  • Chrome 155+ (Primary) ✓
  • Firefox 110+, Safari 16+, Edge Latest ✓
  • Mobile responsiveness (iOS 16+, Android 13+) ✓
  • Responsive design testing ✓

✅ Positive and Negative Scenarios:

  • Valid data processing ✓
  • Invalid data handling ✓
  • Error condition testing ✓
  • Boundary value testing ✓

✅ Integration Points Tested:

  • AI document processing ✓
  • Payment gateway integration ✓
  • Document verification service ✓
  • Email/SMS notifications ✓
  • Health score calculation engine ✓

✅ Security Considerations Addressed:

  • Authentication and authorization ✓
  • Data encryption and protection ✓
  • Input validation and sanitization ✓
  • Session management ✓
  • Payment data security ✓

✅ Performance Benchmarks Defined:

  • Dashboard load time: <3 seconds ✓
  • Search response time: <500ms ✓
  • API response time: <500ms-3 seconds ✓
  • Payment processing: <5 seconds ✓
  • Concurrent user handling defined ✓

✅ Realistic Test Data Provided:

  • Utility company consumer profiles ✓
  • Service plan configurations ✓
  • Payment and billing data ✓
  • Document samples ✓
  • Health score calculation data ✓

✅ Clear Dependency Mapping:

  • Test execution order defined ✓
  • External system dependencies mapped ✓
  • Parallel execution capabilities identified ✓

✅ Proper Tagging for All 17 Reports:

  • Module classification ✓
  • Priority levels ✓
  • Test types and phases ✓
  • Platform coverage ✓
  • Business impact levels ✓
  • Risk assessments ✓

✅ Edge Cases Covered (80% Detail Level):

  • Boundary conditions ✓
  • Error scenarios ✓
  • Network failures ✓
  • Data inconsistencies ✓

✅ API Tests for Critical Operations:

  • Consumer CRUD operations ✓
  • Payment processing APIs ✓
  • Application submission APIs ✓
  • Health score calculation APIs ✓

INTEGRATION TEST MAPPING

External System Dependencies

AI Document Processing Service

  • Test Cases: CIS01US02_TC_003 (Method Selection)
  • Dependency Type: External API
  • Fallback Strategy: Manual form entry
  • Health Check: Service availability validation
  • Error Handling: Graceful degradation to manual process

Payment Gateway Integration

  • Test Cases: CIS01US02_TC_008 (Pay Now Processing)
  • Dependency Type: External Payment Service
  • Fallback Strategy: Alternative payment methods
  • Health Check: Gateway connectivity test
  • Error Handling: Payment retry mechanism

Document Verification Service

  • Test Cases: CIS01US02_TC_004 (Document Upload)
  • Dependency Type: External Verification API
  • Fallback Strategy: Manual document review
  • Health Check: Verification service status
  • Error Handling: Queue for manual processing

Email/SMS Notification Service

  • Test Cases: CIS01US02_TC_009 (Invoice Generation)
  • Dependency Type: External Communication Service
  • Fallback Strategy: Manual notification process
  • Health Check: Service endpoint monitoring
  • Error Handling: Retry with exponential backoff

Analytics Engine (Health Score)

  • Test Cases: CIS01US02_TC_010 (Health Score Calculation)
  • Dependency Type: Internal Service
  • Fallback Strategy: Basic score calculation
  • Health Check: Calculation service monitoring
  • Error Handling: Default score assignment

Integration Test Execution Flow

1. Service Health Checks
   ↓
2. Authentication & Authorization Tests
   ↓
3. Consumer Management Core Functions
   ↓
4. Application Workflow Integration
   ↓
5. Payment Processing Integration
   ↓
6. Analytics & Reporting Integration
   ↓
7. End-to-End Workflow Validation

TEST EXECUTION DEPENDENCIES

Prerequisites Chain

Critical Path Dependencies:

  1. Infrastructure Setup → All Tests
  2. Authentication Service → All Functional Tests
  3. Database Initialization → All Data-Dependent Tests
  4. External Service Availability → Integration Tests

Test Case Dependencies:

Sequential Dependencies:

  • CIS01US02_TC_001 (Dashboard) → CIS01US02_TC_002 (Search)
  • CIS01US02_TC_003 (Method Selection) → CIS01US02_TC_004 (Consumer Details)
  • CIS01US02_TC_004 (Consumer Details) → CIS01US02_TC_005 (Plan Selection)
  • CIS01US02_TC_005 (Plan Selection) → CIS01US02_TC_006 (Review)
  • CIS01US02_TC_006 (Review) → CIS01US02_TC_007 (Payment Options)
  • CIS01US02_TC_007 (Payment Options) → CIS01US02_TC_008/TC_009 (Payment Processing)

Parallel Execution Groups:

Group 1: Dashboard & Search (Independent)

  • CIS01US02_TC_001, CIS01US02_TC_002

Group 2: Profile Management (Independent)

  • CIS01US02_TC_010

Group 3: Application Workflow (Sequential)

  • CIS01US02_TC_003 → TC_004 → TC_005 → TC_006 → TC_007 → TC_008/TC_009

Blocking Test Scenarios

High Priority Blockers:

  • Authentication failure blocks all tests
  • Database connectivity issues block data-dependent tests
  • Payment gateway unavailability blocks payment tests

Medium Priority Blockers:

  • AI service unavailability blocks AI-dependent features
  • Email service issues block notification tests

Test Execution Order:

  1. Smoke Tests (15 minutes)
    • CIS01US02_TC_001, TC_002, TC_003
  2. Core Functionality (2 hours)
    • CIS01US02_TC_004, TC_005, TC_006, TC_010
  3. Payment Processing (1 hour)
    • CIS01US02_TC_007, TC_008, TC_009
  4. Integration Tests (45 minutes)
    • External service integrations
  5. Cross-Platform Tests (1 hour)
    • Browser and device compatibility

CROSS-PLATFORM TEST MATRIX

Browser Compatibility Matrix

Test Case

Chrome 155+

Firefox 110+

Safari 16+

Edge Latest

iOS Safari

Android Chrome

TC_001 Dashboard

✓ Primary

✓ Secondary

✓ Secondary

✓ Secondary

✗ N/A

✗ N/A

TC_002 Search

✓ Primary

✓ Secondary

✓ Secondary

✓ Secondary

✗ N/A

✗ N/A

TC_003 Method Selection

✓ Primary

✓ Secondary

✓ Secondary

✓ Secondary

✓ Mobile

✓ Mobile

TC_004 Consumer Form

✓ Primary

✓ Secondary

✓ Secondary

✓ Secondary

✓ Mobile

✓ Mobile

TC_005 Plan Selection







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