Consumer management (CIS01US02)

Total Test Cases: 20

Total Acceptance Criteria:20

Total Coverage Percentage: 100%

Functional Test Scenarios

A. Consumer Dashboard & Management

Dashboard metrics display and calculationsc
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

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:

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

Enhanced Tags:

Tags: CX-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: 5 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_Mapped: Dashboard controller, metrics calculator, UI components
Requirement_Coverage: AC1 Complete

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+,
Device/OS: Windows 11, macOS 12+
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 CXule 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 CXule	Dashboard loads within 2 seconds with updated UI	N/A	Performance baseline
2	Verify Total Accounts metric	Displays "7"	Total Accounts count must reflect sum of all consumer accounts in the system (displayed as 7 in dashboard)	Count all accounts
3	Verify Active Accounts metric	Displays "4" with "57%"	Active Accounts percentage must be calculated as (Active Accounts / Total Accounts) × 100 (57% shown)	(4/7)*100 = 57%
4	Verify Inactive Accounts metric	Displays "1" with "14%"	Inactive Accounts percentage must be calculated as (Inactive Accounts / Total Accounts) × 100 (14% shown)	(1/7)*100 = 14%
5	Verify Temporarily Disconnected metric	Displays "1" with "14%"	Temporarily Disconnected percentage must be calculated as (Temporarily Disconnected / Total Accounts) × 100 (14% shown)	(1/7)*100 = 14%
6	Verify Total Balance calculation	Displays "$2044.50"	Total balance must aggregate all individual consumer balances ($2044.50 shown)	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:

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

Enhanced Tags:

Tags: CX-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: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: High

Coverage Tracking:

Feature_Coverage: 100% of search functionality across all fields
Integration_Points: Search indexing service, consumer database
Code_CXule_Mapped: Search controller, indexing service, UI components
Requirement_Coverage: AC2 Complete

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+,
Device/OS: Windows 11, macOS 12+
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:

CXule/Feature: Consumer List Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags:

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

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: Consumer database, filtering engine, sorting algorithms
Code_CXule_Mapped: List controller, filter service, sort algorithms
Requirement_Coverage: AC3 Complete

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+,
Device/OS: Windows 11, macOS 12+
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	Filter accuracy
5	Filter by Status: Inactive	Only inactive consumers displayed	Inactive consumers	Status filter
6	Filter by Status: Temporarily Disconnected	Only temp disconnected consumers shown	Temp disconnected	Status filter
7	Filter by Status: Disconnected	Only disconnected consumers displayed	Disconnected status	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:

CXule/Feature: Consumer Profile Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags:

Tags: CX-ConsumerProfile, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Profile-Display, Data-Integrity, Contact-Management

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: Consumer database, profile service, contact management
Code_CXule_Mapped: Profile controller, data aggregation service, UI components
Requirement_Coverage: AC4 Complete

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+,
Device/OS: Windows 11, macOS 12+
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	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	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	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:

CXule/Feature: Financial Information Display
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags:

Tags: CX-Financial, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Financial-Display, Payment-Tracking, Compliance-Metrics

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: Payment system, billing engine, compliance calculator
Code_CXule_Mapped: Financial controller, payment service, compliance calculator
Requirement_Coverage: AC5 Complete

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+,
Device/OS: Windows 11, macOS 12+
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: $75.30	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: $120.45	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%"	Compliance: 92%	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: $75.30	Outstanding accuracy
11	Verify balance vs outstanding consistency	Current balance equals outstanding amount	Balance data	Data consistency
12	Verify last billed amount display	Shows last bill amount if available	Billing data	Billing accuracy
13	Verify payment history link/button	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

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
Related AC: AC6 & AC12 - Service connection details and meter readings

Classification:

CXule/Feature: Service Connection Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags:

Tags: CX-ServiceConnection, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Meter-Management, Connection-Status, Reading-Tracking

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: Meter reading system, service management, connection database
Code_CXule_Mapped: Connection controller, meter service, reading aggregator
Requirement_Coverage: AC6 & AC12 Complete

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+,
Device/OS: Windows 11, macOS 12+
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 section
5	Expand meter details	Meter information displays completely	N/A	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
13	Verify last reading display	Shows "12580 gallons (Apr 15, 2025)"	Last reading data	Reading 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:

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

Enhanced Tags:

Tags: CX-TabNavigation, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-Low, Navigation-Function, UI-Navigation, Tab-Management

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: Profile service, tab rendering, content loading
Code_CXule_Mapped: Navigation controller, tab service, content loaders
Requirement_Coverage: AC7 Complete

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 11, macOS 12+
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:

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

Enhanced Tags:

Tags: CX-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: 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: Customer analytics engine, payment history service, service quality metrics
Code_CXule_Mapped: Health score calculator, analytics engine, data aggregation service
Requirement_Coverage: AC8 Complete

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 11, macOS 12+
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	Health score: 85/100	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:

CXule/Feature: Consumption Charts
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags:

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

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: Consumption data service, chart rendering engine, service type management
Code_CXule_Mapped: Chart controller, consumption service, visualization components
Requirement_Coverage: AC9 Complete

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 11, macOS 12+
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	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	Shows consumption for Nov 2024	Nov 2024: 6800 gallons	Data accuracy
10	Verify December 2024 data	Shows consumption for Dec 2024	Dec 2024: 7980 gallons	Data accuracy
11	Verify January 2025 data	Shows consumption for Jan 2025	Jan 2025: 9050 gallons	Data accuracy
12	Verify February 2025 data	Shows consumption for Feb 2025	Feb 2025: 10100 gallons	Data accuracy
13	Verify March 2025 data	Shows consumption for Mar 2025	Mar 2025: 11350 gallons	Data accuracy
14	Verify April 2025 data	Shows consumption for Apr 2025	Apr 2025: 12580 gallons	Data accuracy
15	Click service type dropdown	Dropdown opens showing available service types	Service options	Dropdown functionality
16	Verify Water Service option	Water Service option available in dropdown	Water service	Service option
17	Verify Electricity Service option	Electricity Service option available (if applicable)	Electricity service	Service option
18	Select Electricity Service	Chart updates to show electricity consumption	Electricity data	Service switching
19	Verify electricity chart data	Chart displays electricity consumption for 6 months	Electricity values	Electric data accuracy
20	Switch back to Water Service	Chart updates back to water consumption	Water data	Service switching
21	Verify chart responsiveness	Chart displays properly on different screen sizes	Various resolutions	Responsive design
22	Test chart interactivity	Can hover/click for detailed values if supported	Chart interactions	Interactivity
23	Verify chart legend	Legend explains chart elements if present	Chart legend	Legend accuracy
24	Verify unit labels	Consumption units clearly labeled (gallons, kWh)	Unit labels	Unit clarity
25	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:

CXule/Feature: Payment History Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags:

Tags: CX-PaymentHistory, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Payment-Tracking, Financial-History, Transaction-Details

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: Payment system, transaction database, financial reporting
Code_CXule_Mapped: Payment history controller, transaction service, table components
Requirement_Coverage: AC10 Complete

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 11, macOS 12+
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	Test payment detail expansion	Can access detailed payment information if supported	Individual payments	Detail access
15	Verify table pagination	Table handles multiple pages if payment history is extensive	Large payment history	Pagination functionality
16	Verify table sorting	Can sort by date, amount, or other columns if supported	Table columns	Sorting functionality
17	Test payment search/filter	Can search or filter payments if functionality available	Search criteria	Search functionality
18	Verify failed payment display	Failed payments show appropriate status and styling	Failed payment data	Failure handling
19	Verify pending payment display	Pending payments show "Pending" status if applicable	Pending payment data	Pending status
20	Verify refund display	Refunds displayed with negative amounts or special indicator	Refund data	Refund handling
21	Test table responsiveness	Table displays properly on mobile/tablet viewports	Various screen sizes	Responsive design
22	Verify payment receipt access	Can access payment receipts if functionality available	Payment entries	Receipt access
23	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:

CXule/Feature: Billing Overview
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags:

Tags: CX-BillingOverview, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Billing-Management, Rate-Plans, Usage-Tracking

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: Billing system, rate management, usage calculation, payment methods
Code_CXule_Mapped: Billing controller, rate service, usage calculator
Requirement_Coverage: AC11 Complete

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 11, macOS 12+
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	Section visibility
3	Verify Rate Plan display	Shows "Residential Standard" or configured rate plan	Rate Plan: Residential Standard	Rate plan accuracy
4	Verify rate plan details	Rate plan information detailed and accurate	Rate plan data	Plan details
5	Verify Billing Cycle display	Shows "Monthly" billing frequency	Billing Cycle: Monthly	Cycle accuracy
6	Verify billing cycle details	Cycle dates and frequency clearly indicated	Cycle data	Cycle details
7	Verify Payment Method display	Shows "Credit Card (auto)" or configured method	Payment Method: Credit Card	Method accuracy
8	Verify auto-pay indication	Auto-pay status clearly indicated	Auto-pay status	Auto-pay clarity
9	Verify Average Monthly Usage display	Shows "4,500 gallons" or calculated average	Average Usage: 4,500 gallons	Usage accuracy
10	Verify usage calculation accuracy	Average calculated from historical consumption data	Historical usage data	Calculation validation
11	Verify usage unit display	Units clearly labeled (gallons, kWh, etc.)	Usage units	Unit clarity
12	Verify usage period indication	Time period for average calculation specified	Usage period	Period clarity
13	Verify next billing date	Next billing date displayed if available	Next bill date	Date accuracy
14	Verify last bill amount	Last bill amount displayed	Last bill data	Amount accuracy
15	Verify next bill estimate	Estimated next bill amount if available	Estimate range	Estimate accuracy
16	Verify rate structure access	Can access detailed rate structure if supported	Rate details	Rate access
17	Verify billing history link	Link to detailed billing history available	Billing history	History access
18	Verify payment method management	Can CXify payment method if functionality available	Payment options	Method management
19	Verify auto-pay settings	Can view/CXify auto-pay configuration	Auto-pay settings	Settings access
20	Verify usage comparison	Usage comparison to previous periods if available	Usage trends	Comparison display
21	Test billing overview refresh	Data updates when billing information changes	Updated billing data	Refresh functionality

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 grac# Consumer Management Test Cases - CIS01US02

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:

CXule/Feature: Service Order Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags:

Tags: CX-ServiceOrders, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Order-Management, Status-Tracking, Service-Creation

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: Field service management, order processing, status tracking
Code_CXule_Mapped: Service order controller, order processing service, status manager
Requirement_Coverage: AC13 Complete
Cross_Platform_Support: Web

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 11, macOS 12+
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	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	Select "Maintenance" order type	Type selected successfully	Maintenance type	Type selection
12	Verify description field	Description field available for order details	N/A	Description input
13	Enter order description	Description accepted: "Water pressure inspection requested by customer"	Order description	Description entry
14	Verify priority selection	Priority options available: Normal, High, Urgent	Priority options	Priority selection
15	Select order priority	Priority selected: Normal	Normal priority	Priority setting
16	Verify scheduled date field	Date picker for scheduling available	N/A	Date scheduling
17	Select scheduled date	Future date selected successfully	Future date	Date selection
18	Submit service order	Order created successfully within 3 seconds	Complete order data	Order creation
19	Verify new order in list	New order appears in service orders table	New order	Order listing
20	Verify new order details	Order shows: New Order #, Current date, Maintenance type, Description, Status: Scheduled	New order data	New order accuracy
21	Test order status tracking	Can view order status progression	Order status	Status tracking
22	Verify order actions	Actions available: View Details, Cancel (if applicable), Edit	Order actions	Action availability
23	Click "View Details" action	Order details view opens with comprehensive information	Order details	Detail access
24	Verify order detail information	Shows order number, customer info, technician assignment, scheduled time, priority	Detail data	Detail completeness
25	Test order status updates	Status changes reflect in real-time or on refresh	Status changes	Status updates
26	Verify order history tracking	Order progression history maintained	Order history	History tracking
27	Test order search/filter	Can search orders by type, status, date range	Search criteria	Search functionality

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:

CXule/Feature: Service Request Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags:

Tags: CX-ServiceRequests, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Request-Management, Type-Classification, Status-Indicators

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: Request processing system, customer service, status management
Code_CXule_Mapped: Request controller, request processing service, status tracker
Requirement_Coverage: AC14 Complete
Cross_Platform_Support: Web

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 11, macOS 12+
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	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	Verify request creation capability	"Create Request" or similar button available	N/A	Creation access
13	Click create new request	Request creation interface opens	N/A	Creation interface
14	Verify request type options	Multiple request types available: Transfer, Disconnection, Reconnection, Billing Inquiry, Service Change, Technical Support	Request types	Type options
15	Select "Billing Inquiry" type	Type selected successfully	Billing Inquiry	Type selection
16	Enter request description	Description field accepts input: "Question about March 2025 bill charges"	Request description	Description entry
17	Set request priority	Priority options available: Normal, High, Urgent	Priority options	Priority setting
18	Submit new request	Request created successfully within 3 seconds	Complete request data	Request creation
19	Verify new request in list	New request appears with unique ID and "Pending" status	New request	Request listing
20	Test request status progression	Can track request through different statuses	Status changes	Status tracking
21	Verify request actions	Actions available: View Details, Update Status, Cancel	Request actions	Action availability
22	Click "View Details" action	Request details view shows comprehensive information	Request details	Detail access
23	Verify request detail completeness	Shows request ID, type, description, status, creation date, assigned agent	Detail data	Detail completeness
24	Test request filtering	Can filter by request type or status	Filter criteria	Filter functionality
25	Test request search	Can search requests by ID or description	Search terms	Search functionality
26	Verify request notifications	Status changes trigger appropriate notifications	Status updates	Notification system

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:

CXule/Feature: Communication History Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags:

Tags: CX-CommunicationHistory, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Low, Multi-Channel, Communication-Tracking, Timestamp-Accuracy

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: Email system, phone system, SMS gateway, communication logging
Code_CXule_Mapped: Communication controller, multi-channel integration, logging service
Requirement_Coverage: AC15 Complete
Cross_Platform_Support: Web

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 11, macOS 12+
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	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 response entry details	Shows "From Customer" direction with "Information Request" tag	Response metadata	Response details
12	Verify timestamp accuracy	All entries show precise date and time (MMM DD, YYYY HH:MM AM/PM)	All timestamps	Timestamp format
13	Verify chronological ordering	Communications listed in reverse chronological order	Communication dates	Order validation
14	Verify communication icons	Each entry shows appropriate channel icon (Email/Phone/SMS)	Channel icons	Icon accuracy
15	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 expanded content	Full email content, sender/recipient, subject line visible	Email content	Content completeness
19	Test "Send Message" functionality	Message composition interface opens	N/A	Message creation
20	Verify message type selection	Can select Email, SMS, or initiate phone call	Message types	Type selection
21	Test email composition	Email composition fields available: To, Subject, Body	Email fields	Email interface
22	Test SMS composition	SMS composition with character count and recipient	SMS fields	SMS interface
23	Verify communication search	Can search communications by content, type, or date	Search criteria	Search functionality
24	Test communication filtering	Can filter by channel type (Email/Phone/SMS)	Channel filters	Filter functionality
25	Verify communication export	Can export communication history if supported	Export options	Export capability
26	Test real-time updates	New communications appear in real-time or on refresh	New communications	Real-time functionality

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:

CXule/Feature: Document Repository Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags:

Tags: CX-DocumentRepository, 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

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: Document storage, verification service, file management, security
Code_CXule_Mapped: Document controller, verification service, file storage, categorization engine
Requirement_Coverage: AC16 Complete
Cross_Platform_Support: Web

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 11, macOS 12+
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	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	Verify document viewer functionality	Document displays clearly with zoom, navigation controls	Document viewer	Viewer functionality
14	Click download icon for Billing Authorization	Document downloads successfully to local system	Billing Authorization	Download functionality
15	Verify download file integrity	Downloaded file opens correctly and matches original	Downloaded file	File integrity
16	Click "Upload Document" button	Upload dialog/interface opens	N/A	Upload interface
17	Verify file selection dialog	File browser opens for document selection	N/A	File selection
18	Select valid PDF file	File selected and displayed in upload interface	Test PDF file	File selection
19	Verify document type dropdown	Document type options available for classification	Document types	Type selection
20	Select "Identity Document" type	Type selected successfully	Identity Document	Type classification
21	Verify sub-type dropdown	Sub-type options populate based on selected type	Sub-types	Sub-type options
22	Select "Passport" sub-type	Sub-type selected successfully	Passport	Sub-type selection
23	Click "Upload" button	File uploads within 10 seconds with progress indicator	Selected file	Upload processing
24	Verify upload success	Success message displayed with upload confirmation	Upload confirmation	Upload success
25	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
30	Verify document version tracking	Multiple versions of same document handled appropriately	Document versions	Version management

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, security restrictions maintained

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:

CXule/Feature: Consumer Notes Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags:

Tags: CX-ConsumerNotes, 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

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: Note storage, user management, timestamp service
Code_CXule_Mapped: Notes controller, note storage service, user tracking
Requirement_Coverage: AC17 Complete
Cross_Platform_Support: Web

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 11, macOS 12+
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	Blue 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	Click in note input field	Cursor appears in text area, ready for input	N/A	Input activation
12	Type new note content	Text appears as typed in real-time	"Follow-up call scheduled for June 10th regarding service upgrade inquiry."	Text input
13	Verify character count	Character count displayed if limit exists	Note content	Character tracking
14	Click send button (arrow icon)	Note saves within 1 second	N/A	Note submission
15	Verify new note appears	New note added to list with current user and current timestamp	New note	Note addition
16	Verify new note author	New note shows current user as author	Current user	Author accuracy
17	Verify new note timestamp	New note shows current date/time accurately	Current timestamp	Timestamp accuracy
18	Verify input field reset	Input field returns to empty state with placeholder	N/A	Field reset
19	Verify updated chronological order	New note appears at top of list	All notes	Order maintenance
20	Test long note input	Long text accepted and displayed correctly	500+ character note	Long text handling
21	Verify note text wrapping	Long notes wrap properly in display	Long note	Text wrapping
22	Test empty note submission	Empty note submission prevented or shows validation message	Empty input	Empty validation
23	Test special characters in notes	Special characters accepted and displayed correctly	Note with symbols/emojis	Character handling
24	Verify note edit capability	Can edit existing notes if functionality supported	Existing note	Edit functionality
25	Verify note deletion capability	Can delete notes if functionality supported	Test note	Delete functionality
26	Test note search	Can search notes by content if supported	Search terms	Search capability
27	Verify note audit trail	Note CXifications tracked with timestamps	CXified notes	Audit functionality

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:

CXule/Feature: Activity Timeline Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags:

Tags: CX-ActivityTimeline, 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

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: Activity logging, filtering engine, detail expansion, search functionality
Code_CXule_Mapped: Activity controller, logging service, filter engine, detail renderer
Requirement_Coverage: AC18 Complete
Cross_Platform_Support: Web

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 11, macOS 12+
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 data	Section visibility
3	Verify search functionality	Search box "Search activities..." visible and functional	N/A	Search availability
4	Verify filter functionality	Filter button accessible with category options	N/A	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 filter combination with search	Can combine filters with search terms	Combined operations	Integration test
42	Verify "View Details" performance	All detail views load within 2 seconds	Various details	Performance validation
43	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 Context-Sensitive Buttons

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:

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

Enhanced Tags:

Tags: CX-QuickActions, 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

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_CXule_Mapped: Quick actions controller, action router, workflow integration
Requirement_Coverage: AC19 Complete
Cross_Platform_Support: Web

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 11, macOS 12+
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	N/A	Secondary actions
4	Click "Update Profile" button	Profile update CXal/form opens within 1 second	N/A	Update functionality
5	Verify update profile interface	Profile update form with editable fields displayed	Profile data	Update interface
6	Close update profile and click "Quick Actions"	Quick Actions dropdown menu opens	N/A	Dropdown functionality
7	Verify "Register Complaint" option	Option visible with complaint icon	N/A	Complaint functionality
8	Verify "Communicate" option	Option visible with communication icon	N/A	Communication access
9	Verify "Request Service" option	Option visible with service icon	N/A	Service request access
10	Verify "View Payments" option	Option visible with payment icon	N/A	Payment history access
11	Verify "View Bills" option	Option visible with billing icon	N/A	Billing history access
12	Verify "Raise Disconnection" option	Option visible with disconnection icon	N/A	Disconnection request
13	Verify "Raise Transfer" option	Option visible with transfer icon	N/A	Transfer request
14	Verify "Add Consumer" option removed	"Add Consumer" option NOT present in dropdown	N/A	UI change validation
15	Click "Register Complaint"	Navigates to complaint registration or Complaints tab	N/A	Complaint workflow
16	Verify complaint interface	Complaint form or complaint history displayed	Complaint data	Complaint access
17	Return and test "Communicate"	Opens communication interface or Communication tab	N/A	Communication workflow
18	Verify communication interface	Communication history and send message options	Communication data	Communication access
19	Return and test "Request Service"	Navigates to service request form or Requests tab	N/A	Service workflow
20	Verify service request interface	Service request creation or history displayed	Service data	Service access
21	Return and test "View Payments"	Displays payment history or navigates to Financial tab	N/A	Payment workflow
22	Verify payment interface	Payment history table displayed	Payment data	Payment access
23	Return and test "View Bills"	Shows billing information and history	N/A	Billing workflow
24	Verify billing interface	Billing overview and history displayed	Billing data	Billing access
25	Return and test "Raise Disconnection"	Opens disconnection request form	N/A	Disconnection workflow
26	Verify disconnection interface	Disconnection request creation form	Disconnection data	Disconnection access
27	Return and test "Raise Transfer"	Opens transfer request form	N/A	Transfer workflow
28	Verify transfer interface	Transfer request creation form	Transfer data	Transfer access
29	Verify context-sensitive buttons	Additional action buttons visible based on profile context	Context data	Context sensitivity
30	Test quick action performance	All actions respond within 1 second	All actions	Performance validation
31	Verify menu closes on outside click	Menu closes when clicking outside dropdown	N/A	UI behavior
32	Test responsive design	Quick actions remain functional on mobile viewport	Mobile simulation	Responsive design

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
Negative_Verification: "Add Consumer" option not present, no broken links, proper UI behavior

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:

CXule/Feature: Status Indicators and Notifications
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags:

Tags: CX-StatusNotifications, 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

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: Notification service, status management, alert engine, display system
Code_CXule_Mapped: Status controller, notification service, alert manager, display renderer
Requirement_Coverage: AC20 Complete
Cross_Platform_Support: Web

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 11, macOS 12+
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
10	Test alert dismissal	Alerts can be dismissed if functionality available	Alert actions	Dismissal functionality
11	Verify account status colors	Different statuses show appropriate colors: Active (green), Inactive (red), Disconnected (orange)	Various statuses	Color coding
12	Verify payment status indicators	Payment status shows: Current (green), Overdue (red), Collection (dark red)	Payment statuses	Payment indicators
13	Verify service status indicators	Service connection status: Active (green), Inactive (gray), Pending (yellow)	Service statuses	Service indicators
14	Verify balance status alerts	High balance or past due amounts trigger appropriate alerts	Balance conditions	Balance alerts
15	Test urgent alert priority	Urgent alerts (disconnection notice) displayed prominently	Urgent alerts	Priority handling
16	Verify alert refresh	Alerts update when underlying conditions change	Updated conditions	Alert refresh
17	Test alert threshold accuracy	Alerts trigger at correct thresholds (3 days before due)	Threshold data	Threshold accuracy
18	Verify alert icons	Alerts display with appropriate icons (warning, info, error)	Alert types	Icon display
19	Test status hover information	Additional details available on hover/click	Status elements	Detail on demand
20	Verify alert link functionality	Alerts link to relevant sections when clickable	Alert links	Link functionality
21	Test real-time alert updates	New alerts appear without page refresh	Real-time conditions	Real-time updates
22	Verify alert accessibility	Alerts readable and accessible for screen readers	Accessibility tools	Accessibility compliance

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, multiple alerts handled, status colors accurate
Negative_Verification: Alerts don't overwhelm interface, proper alert priority handling, no false alerts

Test Case 20: Dashboard Card CXifications with Priority Changes

Test Case Metadata:

Test Case ID: CIS01US02_TC_020
Title: Verify dashboard card CXifications: Service Requests/Complaints/Disconnection cards show "By Priority" instead of "By Severity", Disconnection shows "Avg Completion Time" instead of "Avg Process Time", Complaints shows "Avg Completion Time" instead of "Escalation Rate"
Created By: Hetal
Created Date: June 04, 2025
Version: 1.0
Related AC: Dashboard UI Changes - Card CXifications

Classification:

CXule/Feature: Dashboard Card CXifications
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Automated

Enhanced Tags:

Tags: CX-DashboardCards, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, UI-Changes, Card-CXifications, Priority-Display

Business Context:

Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100% of dashboard card UI CXifications
Integration_Points: Dashboard rendering, data calculation, card display
Code_CXule_Mapped: Dashboard cards, calculation service, UI components
Requirement_Coverage: Dashboard UI Changes Complete
Cross_Platform_Support: Web

Test Environment:

Environment: Staging
Browser/Version: Chrome 155+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Dashboard service, calculation engine
Performance_Baseline: <2 seconds card load
Data_Requirements: Dashboard data with service requests, complaints, and disconnection metrics

Prerequisites:

Setup_Requirements: Consumer Management dashboard accessible
User_Roles_Permissions: Customer Service Representative access
Test_Data: Dashboard with Service Requests, Complaints, and Disconnection cards
Prior_Test_Cases: CIS01US02_TC_001 (Dashboard loads successfully)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Consumer Management dashboard	Dashboard loads with all cards visible	N/A	Dashboard access
2	Locate Service Requests card	Service Requests card visible on dashboard	Service requests data	Card identification
3	Verify Service Requests "By Priority" section	Shows "By Priority" instead of "By Severity"	Priority data	Priority change validation
4	Verify Service Requests priority categories	Displays: Critical, High, Medium, Low (not High, Medium, Low severity)	Priority categories	Category validation
5	Verify Service Requests priority distribution	Shows priority-based distribution with appropriate counts	Priority counts	Distribution accuracy
6	Locate Complaints card	Complaints card visible on dashboard	Complaints data	Card identification
7	Verify Complaints "By Priority" section	Shows "By Priority" instead of "By Severity"	Priority data	Priority change validation
8	Verify Complaints priority categories	Displays: Critical, High, Medium, Low priority levels	Priority categories	Category validation
9	Verify Complaints "Avg Completion Time" metric	Shows "Avg Completion Time" instead of "Escalation Rate"	Completion time data	Metric change validation
10	Verify Complaints completion time value	Displays average completion time (e.g., "2.3 days")	Completion metrics	Time accuracy
11	Locate Disconnection card	Disconnection card visible on dashboard	Disconnection data	Card identification
12	Verify Disconnection "By Priority" section	Shows "By Priority" instead of "By Severity"	Priority data	Priority change validation
13	Verify Disconnection priority categories	Displays: Critical, High, Medium, Low priority levels	Priority categories	Category validation
14	Verify Disconnection "Avg Completion Time" metric	Shows "Avg Completion Time" instead of "Avg Process Time"	Completion time data	Metric change validation
15	Verify Disconnection completion time value	Displays average completion time (e.g., "3.2 days")	Completion metrics	Time accuracy
16	Verify no "Severity" references	No cards display "By Severity" sections	All cards	Severity removal
17	Verify no "Escalation Rate" references	Complaints card does not show "Escalation Rate"	Complaints card	Escalation rate removal
18	Verify no "Avg Process Time" references	Disconnection card does not show "Avg Process Time"	Disconnection card	Process time removal
19	Verify priority color coding	Priority levels show appropriate color coding	Priority displays	Color consistency
20	Verify completion time calculations	Completion time metrics calculated accurately	Time calculations	Calculation accuracy
21	Test card responsiveness	Cards display properly on different screen sizes	Various resolutions	Responsive design
22	Verify card data refresh	Card data updates when underlying data changes	Updated data	Data refresh

Verification Points:

Primary_Verification: Service Requests, Complaints, and Disconnection cards show "By Priority" instead of "By Severity"; Complaints shows "Avg Completion Time" instead of "Escalation Rate"; Disconnection shows "Avg Completion Time" instead of "Avg Process Time"
Secondary_Verifications: Priority categories display correctly, completion time calculations accurate, no legacy terminology visible
Negative_Verification: No "Severity", "Escalation Rate", or "Avg Process Time" references remain on dashboard

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

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

✅ Complete Coverage Delivered:

20 Detailed Test Cases covering ALL Acceptance Criteria:

TC_001: Dashboard metrics with UI simplification (AC1)
TC_002: Consumer search functionality (AC2)
TC_003: Filtering, sorting, and display options (AC3)
TC_004: Consumer profile display (AC4)
TC_005: Financial information display (AC5)
TC_006: Service connection details and meter readings (AC6 & AC12)
TC_007: Tabbed navigation functionality (AC7)
TC_008: Relationship health score calculation (AC8)
TC_009: Consumption charts with service type selection (AC9)
TC_010: Payment history table (AC10)
TC_011: Billing overview display (AC11)
TC_012: Service order management (AC13)
TC_013: Service request management (AC14)
TC_014: Communication history management (AC15)
TC_015: Document repository management (AC16)
TC_016: Consumer notes functionality (AC17)
TC_017: Activity timeline with filtering (AC18)
TC_018: Quick actions functionality (AC19)
TC_019: Status indicators and alerts (AC20)
TC_020: Dashboard card CXifications with priority changes

Consumer management (CIS01US02)

Total Test Cases: 20

Total Acceptance Criteria:20

Total Coverage Percentage: 100%Functional Test Scenarios

Non-Functional Test Scenarios

Test Case 1: Dashboard Metrics Display

Test Case Metadata:

Test Case 2: Consumer Search Functionality

Test Case 3: Consumer List Filtering and Sorting

Test Case 4: Consumer Profile Display

Test Case 5: Financial Information Display

Test Case 6: Service Connection Details and Meter Information

Test Case 7: Tabbed Navigation Functionality

Test Case 8: Relationship Health Score Display

Test Case 9: Consumption Charts Display

Test Case 10: Payment History Table

Test Case 11: Billing Overview Display

Test Case 12: Service Order Management

Test Case 13: Service Request Management

Test Case 14: Communication History Management

Test Case 15: Document Repository Management

Test Case 16: Consumer Notes Functionality

Test Case 17: Activity Timeline with Filtering and Details

Test Case 18: Quick Actions and Context-Sensitive Buttons

Test Case 19: Status Indicators and Alert Notifications

Test Case 20: Dashboard Card CXifications with Priority Changes

Page Load Performance Requirements

API Performance Requirements

Concurrent User Performance

Availability SLA

Browser Compatibility Matrix

✅ Complete Coverage Delivered:

20 Detailed Test Cases covering ALL Acceptance Criteria:

Total Coverage Percentage: 100%

Functional Test Scenarios