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ID & Reference Format Settings (ONB02US07)

User Story: ONB02US07

Overall Coverage Summary

Total Coverage: 100% (15/15 Acceptance Criteria Covered)
Total Test Cases: 15 (13 Functional + 2 Non-Functional)
Total Acceptance Criteria: 15 (Based on user story requirements)
Coverage Percentage: (15/15) × 100 = 100%

Test Scenario Summary

A. Functional Test Scenarios

Core Functionality

  1. ID Format Configuration Management - Create, edit, view, delete ID format configurations
  2. Master vs Transaction ID Categorization - Proper categorization and handling of different ID types
  3. Format Component Management - Entity type, prefix, sequence, utility service, date element, separator configuration
  4. Live Preview Generation - Real-time preview of ID formats based on configuration
  5. Format Validation - Duplicate prevention, length validation, pattern validation
  6. Audit Trail Management - Comprehensive logging of all configuration changes

Enhanced Features

  1. Advanced Format Builder - Enhanced customization options and component reordering
  2. Multi-sample Preview - Multiple example generation with different scenarios
  3. Contextual Help System - In-context guidance and tooltips
  4. Format Testing - Test format with specific inputs and edge cases
  5. Format Dashboard - Usage statistics and health indicators

User Journeys

  1. Utility Administrator Complete Workflow - End-to-end ID format management
  2. System Admin Audit Review - Complete audit and oversight workflow
  3. Cross-role Collaboration - Multi-user scenarios and handoffs

Integration Points

  1. Entity Creation Integration - ID generation for new customers, meters, bills, payments
  2. System Configuration Integration - Integration with other SMART360 modules
  3. User Authentication Integration - Role-based access control validation

Data Flow Scenarios

  1. ID Generation Process - Format application to new entity creation
  2. Configuration Change Impact - Effects on new ID generation
  3. Audit Data Flow - Change tracking and log generation

Detailed Test Cases

Test Case 1: "Generate Unique IDs Within Entity Domain"

Test Case: ONB02US07_TC_001

Title: Verify system generates unique IDs within each entity's respective domain

Test Case Metadata

Created By: Arpita
Created Date: June 08, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags:Tags: MOD-Onboarding, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering/Product/QA, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-End-to-End, Master-ID-Creation, Customer-Entity, Format-Builder, Onboarding Services, cx Services, API, Database, HappyPath, Cross module

Business Context

  • Customer_Segment: Enterprise
  • Revenue_Impact: High
  • Business_Priority: Must-Have
  • Customer_Journey: Onboarding
  • 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: 25% of ID format creation feature
  • Integration_Points: Entity creation system, audit logging
  • Code_Module_Mapped: Onboarding
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Engineering/Product
  • Report_Categories: Quality-Dashboard, Module-Coverage, Feature-Adoption
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: High

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: SMART360 authentication service, database connectivity
  • Performance_Baseline: < 3 seconds page load
  • Data_Requirements: Valid utility administrator credentials

Prerequisites

  • Setup_Requirements: SMART360 system accessible, test environment configured
  • User_Roles_Permissions: Utility Administrator role with ID format management permissions
  • Test_Data: Valid admin credentials (admin@utilitytest.com / TestPass123!)
  • Prior_Test_Cases: User authentication successful

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Create Customer ID format

Format created successfully

Entity: Customer

Domain setup

2

Generate 5 Customer IDs

All IDs unique within Customer domain

Sequential generation

Uniqueness test

3

Create Meter ID format

Format created successfully

Entity: Meter

Separate domain

4

Generate 5 Meter IDs

All IDs unique within Meter domain

Sequential generation

Domain isolation

5

Verify Customer and Meter ID uniqueness

IDs unique within respective domains

Cross-domain check

Domain separation

Verification Points

  • Primary_Verification: System generates unique IDs within each entity domain
  • Secondary_Verifications: No ID collisions within same entity type
  • Negative_Verification: No duplicate IDs generated within same domain

Test Results (Template)

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

Test Case 2: "Classify ID Formats as Master or Transaction"

Test Case: ONB02US07_TC_002

Title: Verify system classifies ID formats as either Master ID or Transaction ID

Test Case Metadata

Created By: Arpita
Created Date: June 08, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags:Tags: MOD-Onboarding, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering/Product/QA, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Classification-Logic, Master-Transaction-ID, Onboarding Services, cx Services, mx Services, bx Services, Database, HappyPath

Business Context

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

Quality Metrics

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

Coverage Tracking

  • Feature_Coverage: 100% of classification feature
  • Integration_Points: Entity classification system, UI categorization
  • Code_Module_Mapped: Onboarding
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Engineering/Product
  • Report_Categories: Quality-Dashboard, Module-Coverage, Business-Logic
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: High

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: SMART360 classification engine, database connectivity
  • Performance_Baseline: < 2 seconds classification response
  • Data_Requirements: Entity type configurations

Prerequisites

  • Setup_Requirements: ID Format Settings page accessible
  • User_Roles_Permissions: Utility Administrator access
  • Test_Data: Entity types for Master and Transaction classification
  • Prior_Test_Cases: Navigation and authentication verified

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to ID Format Settings

Master and Transaction ID sections visible

N/A

UI verification

2

Create Customer format in Master ID

Format classified as Master ID

Entity: Customer

Master classification

3

Create Meter format in Master ID

Format classified as Master ID

Entity: Meter

Master classification

4

Create Bill format in Transaction ID

Format classified as Transaction ID

Entity: Bill

Transaction classification

5

Create Payment format in Transaction ID

Format classified as Transaction ID

Entity: Payment

Transaction classification

6

Verify classification persistence

Classifications remain after page refresh

N/A

Data persistence

Verification Points

  • Primary_Verification: System properly classifies formats as Master or Transaction ID
  • Secondary_Verifications: Classification persists across sessions
  • Negative_Verification: No incorrect classification assignments

Test Results (Template)

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

Test Case 3: "Preserve Existing Entity IDs During Format Changes"

Test Case: ONB02US07_TC_003

Title: Verify system does not change existing entity IDs when ID format changes are made

Test Case Metadata

Created By: Arpita
Created Date: June 08, 2025
Version: 1.0

Classification

  • Module/Feature: ID & Reference Format Settings
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags:Tags: MOD-Onboarding, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering/Product/QA, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Data-Integrity, Backward-Compatibility, Onboarding Services, cx Services, Database, API

Business Context

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

Quality Metrics

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

Coverage Tracking

  • Feature_Coverage: 100% of format change impact feature
  • Integration_Points: Entity management system, format application engine
  • Code_Module_Mapped: Onboarding
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Engineering/Product
  • Report_Categories: Quality-Dashboard, Data-Integrity, System-Reliability
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: High

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Entity database, format management service
  • Performance_Baseline: < 3 seconds format update
  • Data_Requirements: Existing entity records with generated IDs

Prerequisites

  • Setup_Requirements: Existing Customer entities with generated IDs
  • User_Roles_Permissions: Utility Administrator access
  • Test_Data: Existing Customer format and generated entity IDs
  • Prior_Test_Cases: Format creation and entity generation completed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Create Customer ID format

Format created with pattern CUST-YYYYMM-0001

Initial format

Baseline setup

2

Generate 3 Customer entities

IDs generated: CUST-202406-0001, 0002, 0003

Entity creation

Existing data

3

Modify Customer ID format

Format updated to CONS-YYMM-00001

Modified format

Format change

4

Verify existing Customer IDs unchanged

Original IDs remain: CUST-202406-0001, 0002, 0003

N/A

Data preservation

5

Create new Customer entity

New ID follows new format: CONS-2406-00001

New entity

New format applied

Verification Points

  • Primary_Verification: Existing entity IDs remain unchanged after format modification
  • Secondary_Verifications: New entities use updated format
  • Negative_Verification: No existing ID modifications occur

Test Results (Template)

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

Test Case 4: "Require Active ID Format for Each Entity Type"

Test Case: ONB02US07_TC_004

Title: Verify system requires at least one active ID format for each entity type

Test Case Metadata

Created By: Arpita
Created Date: June 08, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags:Tags: MOD-Onboarding, P2-High, Phase-Regression, Type-Validation, Platform-Web, Report-Engineering/QA, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Validation-Engine, Business-Rules, Onboarding Services, Database, EdgeCase

Business Context

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

Quality Metrics

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

Coverage Tracking

  • Feature_Coverage: 100% of active format validation
  • Integration_Points: Validation engine, format status management
  • Code_Module_Mapped: Onboarding
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Engineering/QA
  • Report_Categories: Business-Rules, Data-Validation, System-Reliability
  • Trend_Tracking: Yes
  • Executive_Visibility: No
  • Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Format validation service, business rules engine
  • Performance_Baseline: < 2 seconds validation response
  • Data_Requirements: Entity format configurations

Prerequisites

  • Setup_Requirements: ID format management interface accessible
  • User_Roles_Permissions: Utility Administrator access
  • Test_Data: Customer entity with single active format
  • Prior_Test_Cases: Format creation functionality verified

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Create Customer ID format

Format created and active

Entity: Customer

Initial setup

2

Attempt to deactivate only Customer format

System prevents deactivation

N/A

Validation test

3

Create second Customer ID format

Second format created successfully

Alternative format

Multiple formats

4

Deactivate first Customer format

Deactivation allowed

N/A

Valid deactivation

5

Attempt to deactivate last active format

System prevents deactivation

N/A

Protection rule

Verification Points

  • Primary_Verification: System enforces at least one active format per entity type
  • Secondary_Verifications: Clear error messaging for violation attempts
  • Negative_Verification: Cannot leave entity type without active format

Test Results (Template)

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

Test Case 5: "Maintain Audit History for ID Format Changes"

Test Case: ONB02US07_TC_005

Title: Verify system maintains audit history records for all ID format changes

Test Case Metadata

Created By: Arpita
Created Date: June 08, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags:Tags: MOD-Onboarding, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-CSM/QA, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Low, Integration-Audit-System, System-Admin-Role, Compliance-Tracking, auth Services, ax Services, Database, HappyPath

Business Context

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

Quality Metrics

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

Coverage Tracking

  • Feature_Coverage: 80% of audit log feature
  • Integration_Points: Audit logging service, user authentication
  • Code_Module_Mapped: Onboarding
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: CSM/QA
  • Report_Categories: Compliance-Dashboard, System-Governance, Change-Tracking
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: Low

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Audit logging service, role-based access control
  • Performance_Baseline: < 5 seconds log loading
  • Data_Requirements: System Admin credentials, existing audit records

Prerequisites

  • Setup_Requirements: Existing ID format changes in system for audit data
  • User_Roles_Permissions: System Admin (IT Director) role
  • Test_Data: sysadmin@utilitytest.com / AdminPass123!, audit records from previous test cases
  • Prior_Test_Cases: Format changes from previous test cases

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Create new Customer ID format

Audit log entry created for format creation

Entity: Customer

Creation audit

2

Modify Customer ID format

Audit log entry created for format modification

Modified data

Modification audit

3

Access audit logs as System Admin

All format changes visible in audit trail

N/A

Audit access

4

Verify audit log details

Complete change information recorded

N/A

Detail validation

5

Filter audit logs by entity type

Filtering works correctly

Filter: Customer

Filter functionality

Verification Points

  • Primary_Verification: Complete audit trail maintained for all format changes
  • Secondary_Verifications: Audit logs accessible to authorized users
  • Negative_Verification: No missing audit entries for any changes

Test Results (Template)

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

Test Case 6: "Auto-Generate ID Format Names Based on Entity Type"

Test Case: ONB02US07_TC_006

Title: Verify system auto-generates ID format names based on entity type

Created By: Arpita
Created Date: June 08, 2025
Version: 1.0

Classification

  • Module/Feature: ID & Reference Format Settings
  • Test Type: Functional
  • Test Level: System
  • Priority: P3-Medium
  • Execution Phase: Regression
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags:Tags: MOD-Onboarding, P3-Medium, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Auto-Generation, Naming-Convention, Onboarding Services, Database, HappyPath

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Create Customer ID format

System generates "Customer ID" as format name

Entity: Customer

Auto-naming

2

Create Meter ID format

System generates "Meter ID" as format name

Entity: Meter

Auto-naming

3

Create Bill format

System generates "Bill Number" as format name

Entity: Bill

Auto-naming

4

Create Payment format

System generates "Payment Reference" as format name

Entity: Payment

Auto-naming

5

Verify naming consistency

All format names follow entity-based pattern

N/A

Pattern verification

Verification Points

  • Primary_Verification: System automatically generates appropriate format names
  • Secondary_Verifications: Naming follows consistent pattern
  • Negative_Verification: No manual name entry required

Test Case 7: "Auto-Increment Sequence Numbers for New IDs"

Test Case: ONB02US07_TC_007

Title: Verify system automatically increments current sequence numbers when generating new IDs

Created By: Arpita
Created Date: June 08, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags:Tags: MOD-Onboarding, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering/QA, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Sequence-Management, Auto-Increment, Onboarding Services, cx Services, API, Database, HappyPath

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Create Customer ID format with start number 1

Format created with sequence starting at 1

Start: 1

Initial setup

2

Generate first Customer ID

ID generated: CUST-202406-0001

N/A

First ID

3

Generate second Customer ID

ID generated: CUST-202406-0002

N/A

Auto-increment

4

Generate third Customer ID

ID generated: CUST-202406-0003

N/A

Continued increment

5

Verify current sequence number

System shows current number as 4

N/A

Counter verification

Verification Points

  • Primary_Verification: System automatically increments sequence numbers
  • Secondary_Verifications: Current number tracking accurate
  • Negative_Verification: No sequence number skipping or duplication

Test Case 8: "Allow Configurable Starting Numbers with Default Value"

Test Case: ONB02US07_TC_008

Title: Verify system allows configurable starting numbers with default value of 1

Created By: Arpita
Created Date: June 08, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags:Tags: MOD-Onboarding, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering/QA, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Medium, Configuration-Management, Default-Values, Onboarding Services, Database, HappyPath

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Create new ID format without specifying start number

Default starting number set to 1

N/A

Default verification

2

Create ID format with custom start number

Starting number set to specified value

Start: 100

Custom configuration

3

Generate ID with default start

First ID uses sequence 0001

N/A

Default usage

4

Generate ID with custom start

First ID uses sequence 0100

N/A

Custom usage

5

Verify configuration persistence

Start numbers persist after system restart

N/A

Persistence test

Verification Points

  • Primary_Verification: System allows configurable starting numbers with default of 1
  • Secondary_Verifications: Configuration persists correctly
  • Negative_Verification: No invalid starting number acceptance

Test Case 9: "Prevent Duplicate ID Formats for Same Entity Type"

Test Case: ONB02US07_TC_009

Title: Verify system prevents duplicate ID formats for the same entity type

Created By: Arpita
Created Date: June 08, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags:Tags: MOD-Onboarding, P1-Critical, Phase-Smoke, Type-Validation, Platform-Web, Report-Engineering/Product/QA, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Validation-Engine, Duplicate-Prevention, Data-Integrity, Onboarding Services, Database, API, EdgeCase

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Create Customer ID format

Format created successfully

Entity: Customer, Prefix: CUST

Initial format

2

Attempt to create identical Customer format

System prevents creation with error message

Same configuration

Duplicate prevention

3

Modify one component and save

Format creation allowed

Prefix: CONS

Valid variation

4

Attempt exact duplicate again

System prevents with same error

Original config

Consistency check

5

Verify error message clarity

Clear duplicate format message displayed

N/A

Error messaging

Verification Points

  • Primary_Verification: System prevents duplicate ID formats for same entity
  • Secondary_Verifications: Clear error messaging, UI remains functional
  • Negative_Verification: No duplicate formats saved

Test Case 10: "Role-Based Access Control for ID Format Management"

Test Case: ONB02US07_TC_010

Title: Verify only Utility Administrator or System Admin roles can create or modify ID formats

Created By: Arpita
Created Date: June 08, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags:Tags: MOD-Onboarding, P1-Critical, Phase-Smoke, Type-Security, Platform-Web, Report-Engineering/Security, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Role-Based-Access, Security-Validation, auth Services, Onboarding Services, Security, API

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Login as Utility Administrator

Access granted to ID format creation

admin@utilitytest.com

Admin access

2

Create new ID format

Format creation successful

Entity: Customer

Admin capability

3

Login as System Admin

Access granted to ID format management

sysadmin@utilitytest.com

System admin access

4

Modify existing ID format

Modification successful

Updated config

System admin capability

5

Login as regular user

Access denied to ID format management

user@utilitytest.com

Restricted access

Verification Points

  • Primary_Verification: Only authorized roles can manage ID formats
  • Secondary_Verifications: Appropriate error messages for unauthorized access
  • Negative_Verification: No unauthorized format management possible

Test Case 11: "Generate Format Preview with Actual Data"

Test Case: ONB02US07_TC_011

Title: Verify system generates preview showing format appearance with actual data

Created By: Arpita
Created Date: June 08, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags:Tags: MOD-Onboarding, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering/QA, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Real-time-Preview, Dynamic-Updates, UI-Validation, Onboarding Services, Database, HappyPath

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Configure Customer ID format

Preview displays: WA-CUST-202406-0001

Complete configuration

Live preview

2

Change prefix to CONS

Preview updates to: WA-CONS-202406-0001

Prefix: CONS

Dynamic update

3

Change date format to YYMM

Preview updates to: WA-CONS-2406-0001

Date: YYMM

Format change

4

Change utility service to EL

Preview updates to: EL-CONS-2406-0001

Service: Electric

Service change

5

Verify preview accuracy

Preview matches expected format pattern

N/A

Accuracy validation

Verification Points

  • Primary_Verification: Preview accurately shows format with actual data
  • Secondary_Verifications: Real-time updates as configuration changes
  • Negative_Verification: No preview display errors

Test Case 12: "Validate Master and Transaction ID Entity Classification"

Test Case: ONB02US07_TC_012

Title: Verify system correctly classifies entities as Master ID or Transaction ID types

Created By: Arpita
Created Date: June 08, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags:Tags: MOD-Onboarding, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering/Product, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Classification-Logic, Entity-Management, Onboarding Services, cx Services, mx Services, bx Services, Database

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Create Consumer format in Master ID

Consumer classified as Master ID

Entity: Consumer

Master classification

2

Create Meter format in Master ID

Meter classified as Master ID

Entity: Meter

Master classification

3

Create Payment format in Transaction ID

Payment classified as Transaction ID

Entity: Payment

Transaction classification

4

Create Service Order format in Transaction ID

Service Order classified as Transaction ID

Entity: Service Order

Transaction classification

5

Verify classification enforcement

System enforces proper entity-type mapping

N/A

Classification rules

Verification Points

  • Primary_Verification: Entities correctly classified by Master/Transaction type
  • Secondary_Verifications: Classification rules enforced consistently
  • Negative_Verification: No incorrect entity-type assignments

Test Case 13: "Validate Prefilled Format Standards"

Test Case: ONB02US07_TC_013

Title: Verify system provides correct prefilled formats for each entity type

Created By: Arpita
Created Date: June 08, 2025
Version: 1.0

Classification

  • Module/Feature: ID & Reference Format Settings
  • Test Type: Functional
  • Test Level: System
  • Priority: P3-Medium
  • Execution Phase: Regression
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags:Tags: MOD-Onboarding, P3-Medium, Phase-Regression, Type-Functional, Platform-Web, Report-Product/QA, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Prefilled-Data, Default-Formats, Onboarding Services, cx Services, mx Services, bx Services, Database, HappyPath

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Access Consumer entity format

Prefilled format shows: Con-0001

Entity: Consumer

Consumer prefill

2

Access Meter entity format

Prefilled format shows: Mtr-0001

Entity: Meter

Meter prefill

3

Access Request entity format

Prefilled format shows: Req-0001

Entity: Request

Request prefill

4

Access Payment entity format

Prefilled format shows: mmyy-0001

Entity: Payment

Payment prefill

5

Access Service Order entity format

Prefilled format shows: So-0001

Entity: Service Order

Service Order prefill

6

Access Billing entity format

Prefilled format shows: Inv-0001

Entity: Billing

Billing prefill

Verification Points

  • Primary_Verification: All entity types have correct prefilled formats
  • Secondary_Verifications: Prefilled formats follow defined standards
  • Negative_Verification: No incorrect or missing prefilled formats

Test Case 14: "Cross-Browser Compatibility Validation"

Test Case: ONB02US07_TC_014

Title: Verify ID format configuration interface works across all supported browsers

Created By: Arpita
Created Date: June 08, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags:Tags: MOD-Onboarding, P2-High, Phase-Regression, Type-Compatibility, Platform-Multi, Report-QA/Engineering, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Medium, Integration-Cross-Platform, Browser-Compatibility, UI-Consistency, Onboarding Services, Cross module

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Test Chrome browser functionality

All features work correctly

Standard test data

Baseline browser

2

Test Firefox browser functionality

Identical behavior to Chrome

Same test data

Mozilla engine

3

Test Safari browser functionality

Consistent UI and functionality

Same test data

WebKit engine

4

Test Edge browser functionality

Same results across all features

Same test data

Chromium engine

5

Verify UI consistency

Layout and controls work identically

N/A

Cross-browser UI

Verification Points

  • Primary_Verification: All functionality works identically across supported browsers
  • Secondary_Verifications: UI consistency, performance parity
  • Negative_Verification: No browser-specific issues

Test Case 15: "Concurrent User Performance and System Stability"

Test Case: ONB02US07_TC_015

Title: Verify system performance with concurrent users accessing ID format configuration

Created By: Arpita
Created Date: June 08, 2025
Version: 1.0

Classification

  • Module/Feature: ID & Reference Format Settings
  • Test Type: Performance
  • Test Level: System
  • Priority: P2-High
  • Execution Phase: Performance
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags:Tags: MOD-Onboarding, P2-High, Phase-Performance, Type-Performance, Platform-Web, Report-Engineering/QA, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Concurrent-Users, Load-Testing, System-Stability, auth Services, Onboarding Services, Database, Cross module, Performance

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Establish baseline with single user

Record baseline performance metrics

1 user

Performance baseline

2

Simulate 2 concurrent Utility Admins

System handles both users without degradation

2 users

Initial concurrency

3

Add 1 System Admin concurrent access

3 users access system simultaneously

3 users

Mixed roles

4

Increase to 5 concurrent users

System maintains responsiveness

5 users

Higher load

5

Monitor system performance

Performance remains within acceptable limits

N/A

Performance validation

Verification Points

  • Primary_Verification: System maintains performance with concurrent users
  • Secondary_Verifications: No data corruption, proper session management
  • Negative_Verification: No system crashes or data conflicts

Test Suite Organization

Smoke Test Suite

Criteria: P1 priority, basic functionality validation
Test Cases: ONB02US07_TC_001, ONB02US07_TC_002, ONB02US07_TC_007, ONB02US07_TC_009, ONB02US07_TC_010
Execution: Every build deployment
Duration: ~20 minutes

Regression Test Suite

Criteria: P1-P2 priority, automated tests
Test Cases: ONB02US07_TC_001 through ONB02US07_TC_012, ONB02US07_TC_014, ONB02US07_TC_015
Execution: Before each release
Duration: ~75 minutes

Full Test Suite

Criteria: All test cases including edge cases
Test Cases: ONB02US07_TC_001 through ONB02US07_TC_015
Execution: Weekly or major release cycles
Duration: ~90 minutes

API Test Collection (Critical Level ≥7)

High Priority API Endpoints

1. POST /api/v1/id-formats - Create ID Format

  • Importance Level: 9
  • Authentication: Required (Bearer token)
  • Rate Limiting: 100 requests/hour per user
  • Test Coverage: ONB02US07_TC_001, ONB02US07_TC_009

2. PUT /api/v1/id-formats/{id} - Update ID Format

  • Importance Level: 8
  • Authentication: Required (Bearer token)
  • Validation: Duplicate prevention, business rules
  • Test Coverage: ONB02US07_TC_003

3. GET /api/v1/id-formats/validate - Validate Format

  • Importance Level: 8
  • Authentication: Required (Bearer token)
  • Purpose: Real-time validation during configuration
  • Test Coverage: ONB02US07_TC_009, ONB02US07_TC_011

4. GET /api/v1/audit-logs/id-formats - Retrieve Audit Logs

  • Importance Level: 7
  • Authentication: Required (System Admin role)
  • Filtering: Date range, user, action type
  • Test Coverage: ONB02US07_TC_005

Performance Benchmarks

Expected Performance Criteria

Page Load Performance

  • Dashboard Load: < 3 seconds
  • Configuration Modal: < 2 seconds
  • Audit Logs Page: < 5 seconds
  • Large Format List: < 4 seconds

API Response Times

  • Format Creation: < 500ms
  • Format Validation: < 200ms
  • Format Retrieval: < 300ms
  • Audit Log Query: < 1 second

Concurrent User Performance

  • 2-3 Users: No performance degradation
  • 4-5 Users: < 10% performance impact
  • 6-7 Users: < 20% performance impact
  • 8+ Users: Graceful degradation with user notification

Integration Test Map

Internal System Integrations

1. Authentication Service Integration

  • Purpose: Role-based access control
  • Test Coverage: All test cases verify proper authentication
  • Critical Scenarios: Token validation, role verification, session management

2. Database Layer Integration

  • Purpose: Data persistence and retrieval
  • Test Coverage: Format creation, modification, audit logging
  • Critical Scenarios: ACID compliance, concurrent access, data integrity

3. Validation Engine Integration

  • Purpose: Business rule enforcement
  • Test Coverage: Duplicate prevention, format validation, constraint checking
  • Critical Scenarios: Real-time validation, edge case handling

External System Dependencies

1. Utility Service Catalog

  • Purpose: Available utility service types
  • Test Coverage: Service selection validation
  • Fallback: Default service options available

2. Entity Management System

  • Purpose: Available entity types for ID format assignment
  • Test Coverage: Entity dropdown population
  • Fallback: Core entity types (Customer, Meter, Bill, Payment) always available

Dependency Map

Test Execution Dependencies

Sequential Dependencies

  1. Authentication → All subsequent tests
  2. Format Creation → Format Modification tests
  3. Format Changes → Audit Log tests
  4. Basic Functionality → Performance tests

Parallel Execution Groups

  • Group A: Format creation, validation testing
  • Group B: Audit log access, filtering tests
  • Group C: UI compatibility, responsive design tests
  • Group D: API testing, performance testing

Failure Handling

  • Authentication Failure: Skip all dependent tests
  • Database Connectivity: Mark infrastructure tests as blocked
  • Service Unavailability: Use fallback test scenarios
  • Performance Environment Issues: Execute functional tests only

Edge Case Coverage (80% Detail Level)

Boundary Value Testing

  1. Sequence Length Boundaries: 1 digit (minimum) to 10 digits (maximum)
  2. Prefix Length: Empty, 1 character, 10 characters (maximum)
  3. Date Format Variations: YYYY, YYMM, YYYYMM, YYYYMMDD
  4. Starting Number Ranges: 0, 1, 999999999 (max for sequence length)

Special Character Handling

  1. Allowed Separators: Hyphen, underscore, period, none
  2. Prefix Special Characters: Alphanumeric only validation
  3. Unicode Character Support: Extended character set testing
  4. Case Sensitivity: Upper/lower case handling

Date and Time Edge Cases

  1. Leap Year Handling: February 29th date elements
  2. Year Transitions: December 31st to January 1st
  3. Month Boundaries: End-of-month date handling
  4. Timezone Considerations: UTC vs local time formatting

Volume and Scale Testing

  1. Large Entity Volumes: 1 million+ entities per format
  2. Many Format Configurations: 100+ different formats
  3. High-Frequency Generation: 1000+ IDs per minute
  4. Long-Running Sequences: Sequence number exhaustion scenarios

Security Test Scenarios

Authentication & Authorization Testing

  1. Role-Based Access: Utility Admin vs System Admin permissions
  2. Session Security: Session timeout, concurrent session handling
  3. Token Security: JWT validation, token refresh, token revocation

Input Validation Security

  1. SQL Injection Prevention: Malicious input in all fields
  2. XSS Prevention: Script injection in text fields
  3. CSRF Protection: Cross-site request forgery prevention

Data Protection Testing

  1. Audit Trail Integrity: Tamper-proof logging verification
  2. Configuration Data Security: Encryption of sensitive settings
  3. Access Logging: Complete audit trail of configuration access

API Security Testing

  1. Authentication Bypass Attempts: Unauthorized API access
  2. Rate Limiting: API abuse prevention
  3. Parameter Tampering: Invalid parameter manipulation

Validation Checklist

✅ Comprehensive Coverage Verification

  • [x] All 15 acceptance criteria covered with test cases
  • [x] All business rules tested with weighted calculations
  • [x] Cross-browser/device compatibility included
  • [x] Positive and negative scenarios covered
  • [x] Integration points tested
  • [x] Security considerations addressed
  • [x] Performance benchmarks defined
  • [x] Realistic test data provided
  • [x] Clear dependency mapping included
  • [x] Proper tagging for all 17 BrowserStack reports
  • [x] Edge cases covered at 80% detail level
  • [x] API tests for critical operations (≥7 importance) included

Acceptance Criteria Coverage Matrix

Acceptance Criteria

Test Case

Coverage Status

1. Generate unique IDs within each entity's domain

TC_001

✅ Complete

2. Classify ID formats as Master ID or Transaction ID

TC_002

✅ Complete

3. Not change existing entity IDs when format changes

TC_003

✅ Complete

4. Require at least one active ID format per entity

TC_004

✅ Complete

5. Maintain audit history for all ID format changes

TC_005

✅ Complete

6. Auto-generate ID format names based on entity type

TC_006

✅ Complete

7. Auto-increment current sequence numbers

TC_007

✅ Complete

8. Allow configurable starting numbers with default

TC_008

✅ Complete

9. Prevent duplicate ID formats for same entity type

TC_009

✅ Complete

10. Role-based access control for format management

TC_010

✅ Complete

11. Generate preview showing format with actual data

TC_011

✅ Complete

12. Classify Master and Transaction ID entities correctly

TC_012

✅ Complete

13. Provide correct prefilled formats for each entity

TC_013

✅ Complete

14. Cross-browser compatibility support

TC_014

✅ Complete

15. Concurrent user performance and stability

TC_015

✅ Complete

Report Coverage Matrix

Report Category

Test Cases Supporting

Coverage Level

Quality Dashboard

TC_001, TC_002, TC_007, TC_009, TC_010

High

Module Coverage

All test cases

Complete

Feature Adoption

TC_006, TC_008, TC_011, TC_013

Medium

Performance Metrics

TC_015

High

Security Validation

TC_010, Security scenarios

High

Compatibility Matrix

TC_014

Complete

API Health

API test collection

High

User Experience

TC_011, TC_013

Medium

Compliance Tracking

TC_005, TC_010

High

Integration Health

All integration scenarios

High

Error Tracking

Negative test scenarios

Medium

Trend Analysis

All automated test cases

High

Executive Summary

P1-Critical test cases

High

Platform Coverage

TC_014

Complete

Business Impact

All P1-P2 test cases

High

Customer Journey

TC_001, TC_005, TC_010

Medium

Risk Assessment

All test cases by risk level

Complete

Summary

This comprehensive test suite provides 100% coverage for all 15 acceptance criteria of the ID & Reference Format Settings user story (ONB02US07). The test cases are organized to align directly with each acceptance criterion, making navigation and validation straightforward.

Key Coverage Highlights:

  • 15 detailed test cases covering all acceptance criteria
  • Complete functional coverage of ID format management
  • Security and performance testing included
  • Cross-browser compatibility validation
  • API testing for critical endpoints (≥7 importance level)
  • Comprehensive audit trail testing
  • Role-based access control validation
  • Edge case coverage at 80% detail level
  • Integration testing with all system dependencies

Execution Strategy:

  • Smoke Tests: 5 critical test cases (~20 minutes)
  • Regression Tests: 14 test cases (~75 minutes)
  • Full Suite: All 15 test cases (~90 minutes)

The test suite supports all 17 BrowserStack test management reports through comprehensive tagging and ensures complete traceability from acceptance criteria to test execution results.

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