Outstanding Management System (CIS01US08)

Total test cases - 20
Total acceptance criteria - 20
Total coveragec- 100%

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Test Scenario Analysis

A. Functional Test Scenarios

Core Functionality Scenarios

1. Dashboard Display & KPI Calculation
2. Consumer List Management & Prioritization
3. Risk Assessment & Scoring
4. Payment Agreement Creation & Management
5. Communication & Notice Management
6. Search & Filter Operations
7. Data Export Functionality

Business Rules Scenarios

1. Risk Level Calculation Logic
2. Follow-up Status Management
3. Agreement Cancellation Rules
4. Collection Rate Calculations
5. Role-based Access Control

User Journey Scenarios

1. Recovery Executive Daily Workflow
2. CSO Manager Analytics Review
3. Billing Manager Report Generation

Integration Points

1. Billing System Integration (BX)
2. Customer Service Web (CX Web)
3. Customer Service App (CX App)
4. Communication Module Integration
5. Payment Processing Integration

B. Non-Functional Test Scenarios

Performance Scenarios

• Response time < 3 seconds for all operations
• Concurrent user load testing (1 request/min baseline)
• Large dataset handling (3000+ accounts)

Security Scenarios

• Role-based access validation
• Data protection compliance
• Session management
• Input validation & SQL injection prevention

Compatibility Scenarios

• Chrome 115+ browser compatibility
• Cross-device responsiveness
• Cross-platform support

C. Edge Case & Error Scenarios

Boundary Conditions

• Maximum outstanding amounts
• Zero/negative values handling
• Date range validations
• Agreement term limits

Invalid Input Scenarios

• Malformed account numbers
• Invalid payment amounts
• Future date validations
• Special character handling

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Test Cases

Test Case 1: Display Prioritized Consumer List with Outstanding Balances and Risk Levels

Test Case Metadata

Test Case ID: CIS01US08_TC_001
Title: Verify Display of Prioritized Consumer List with Outstanding Balances and Associated Risk Levels
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Point, Consumer-List-Display, HappyPath  

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: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 80% of consumer list display feature
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: AC-1 (Display prioritized list of consumer accounts with outstanding balances and risk levels)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_002, CIS01US08_TC_010

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Consumer database, Risk calculation service, BX billing system
Performance_Baseline: 3 seconds
Data_Requirements: Minimum 50 consumer accounts with varied outstanding amounts and risk levels

Prerequisites

Setup_Requirements: Outstanding consumer data with different risk levels and amounts
User_Roles_Permissions: Recovery Executive access
Test_Data: Consumer accounts with outstanding balances ranging from $100 to $5000, various risk levels
Prior_Test_Cases: None

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login as Recovery Executive	Successfully logged in and redirected to dashboard	Username: recovery_exec, Password: TestPass123	Authentication check
2	Navigate to Outstanding Accounts module	Outstanding accounts list page loads within 3 seconds	N/A	Navigation and performance
3	Verify consumer list display	All consumers with outstanding balances are displayed in a prioritized list	Expected: 50+ consumer records	List display validation
4	Verify risk level display	Each consumer shows appropriate risk level (Low/Medium/High/Critical)	Verify risk levels match business rules	Risk level visibility
5	Verify outstanding amount display	Outstanding amounts are displayed with proper formatting	Currency format: $X,XXX.XX	Amount formatting
6	Verify list prioritization	Consumers are ordered by risk level and outstanding amount	Highest risk and amounts at top	Priority ordering
7	Verify visual risk indicators	Risk levels have distinct visual indicators/colors	Low=Green, Medium=Yellow, High=Orange, Critical=Red	Visual differentiation
8	Check column headers	All required columns are present and properly labeled	Columns: Account, Outstanding, Days, Risk, Follow-up, Actions	Column structure

Verification Points

Primary_Verification: Consumer list displays all accounts with outstanding balances in prioritized order with visible risk levels
Secondary_Verifications: Proper formatting, visual indicators, column structure, performance within baseline
Negative_Verification: No consumers with zero outstanding shown, no missing risk levels, no display errors

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Test Case 2: Risk Level Calculation Based on Days Outstanding

Test Case Metadata

Test Case ID: CIS01US08_TC_002
Title: Validate Risk Level Calculation Logic Based on Days Since Last Payment
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/Business-Logic
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Smoke, Type-Business-Logic, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Point, Risk-Calculation,HappyPath 

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

Coverage Tracking

Feature_Coverage: 100% of risk calculation logic
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: AC-2 (Calculate and display risk levels based on days since last payment using predefined ranges)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_001, CIS01US08_TC_003

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Payment history data, Date calculation service
Performance_Baseline: 3 seconds
Data_Requirements: Test consumers with specific last payment dates for boundary testing

Prerequisites

Setup_Requirements: Test data with controlled payment dates
User_Roles_Permissions: Recovery Executive access
Test_Data: Consumers with payment dates: 15, 30, 31, 60, 61, 90, 91+ days ago
Prior_Test_Cases: CIS01US08_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access consumer with 15 days since last payment	Risk level displays as "Low"	Consumer: ACC-001, Last Payment: 15 days ago	Boundary test < 30 days
2	Access consumer with 30 days since last payment	Risk level displays as "Low"	Consumer: ACC-002, Last Payment: 30 days ago	Boundary test = 30 days
3	Access consumer with 31 days since last payment	Risk level displays as "Medium"	Consumer: ACC-003, Last Payment: 31 days ago	Boundary test = 31 days
4	Access consumer with 60 days since last payment	Risk level displays as "Medium"	Consumer: ACC-004, Last Payment: 60 days ago	Boundary test = 60 days
5	Access consumer with 61 days since last payment	Risk level displays as "High"	Consumer: ACC-005, Last Payment: 61 days ago	Boundary test = 61 days
6	Access consumer with 90 days since last payment	Risk level displays as "High"	Consumer: ACC-006, Last Payment: 90 days ago	Boundary test = 90 days
7	Access consumer with 91+ days since last payment	Risk level displays as "Critical"	Consumer: ACC-007, Last Payment: 91 days ago	Boundary test > 90 days
8	Verify risk level colors	Each risk level shows correct color coding	Verify all color assignments	Visual validation

Verification Points

Primary_Verification: Risk levels calculated correctly according to business rules: Low (<30), Medium (31-60), High (61-90), Critical (90+)
Secondary_Verifications: Visual indicators match risk levels, boundary conditions handled correctly
Negative_Verification: No incorrect risk assignments, no missing calculations, no edge case failures

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Test Case 3: Consumer Account Filtering Functionality

Test Case Metadata

Test Case ID: CIS01US08_TC_003
Title: Verify Filtering of Consumer Accounts by Days Outstanding, Risk Level, Follow-up Status, Due Date, and Outstanding Amount
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Point, Filter-Functionality,HappyPath,  CxServices

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: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100% of filtering functionality
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Feature-Coverage, User-Experience
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-3 (Allow filtering of consumer accounts by days outstanding, risk level, follow-up status, due date, and outstanding amount)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_001, CIS01US08_TC_002

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Consumer database with diverse filter criteria data
Performance_Baseline: 3 seconds
Data_Requirements: Consumers with various days outstanding, risk levels, follow-up statuses, due dates, and amounts

Prerequisites

Setup_Requirements: Diverse consumer dataset for comprehensive filter testing
User_Roles_Permissions: Recovery Executive access
Test_Data: 100+ consumers with varied filter criteria across all categories
Prior_Test_Cases: CIS01US08_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access outstanding accounts list with filter panel	Filter options visible for all specified criteria	N/A	Filter UI verification
2	Apply "Days Outstanding" filter (31-60 days)	List shows only consumers with 31-60 days outstanding	Expected: Medium risk consumers	Days filter logic
3	Apply "Risk Level" filter (Critical)	List shows only consumers with Critical risk level	Expected: 90+ days consumers	Risk filter logic
4	Apply "Follow-up Status" filter (Required)	List shows only consumers needing follow-up	Expected: Consumers with no recent actions	Status filter logic
5	Apply "Due Date" filter (Current month)	List shows consumers with due dates in current month	Expected: Current month due dates	Due date filter
6	Apply "Outstanding Amount" filter ($1000-$5000)	List shows consumers with amounts in specified range	Expected: Amounts between $1000-$5000	Amount range filter
7	Combine multiple filters	List shows consumers matching all selected criteria	Combine risk + amount filters	Multiple filter logic
8	Clear all filters	List returns to showing all outstanding consumers	Expected: Full consumer list	Filter reset functionality

Verification Points

Primary_Verification: All filter criteria work correctly and return accurate filtered results
Secondary_Verifications: Multiple filters work together, filter reset functionality, performance within baseline
Negative_Verification: No incorrect filter results, no missing data after filtering, no filter combination errors

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Test Case 4: Send Reminders and Disconnection Notices

Test Case Metadata

Test Case ID: CIS01US08_TC_004
Title: Verify Sending Reminders and Disconnection Notices Using Predefined Templates from Communication Module
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Integration/Communication
Test Level: System
Priority: P1-Critical
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Acceptance, Type-Integration, Platform-Web, Report-CSM, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-External-Dependency, Communication-Module, HappyPath , CommServices

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Support
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: 90% of communication functionality
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: CSM
Report_Categories: Integration-Health, Communication-Effectiveness
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-4 (Enable recovery executives to send reminders and disconnection notices using predefined templates from the communication module)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_006, CIS01US08_TC_008

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Communication module, Email service, Template repository
Performance_Baseline: 3 seconds
Data_Requirements: Consumer with valid contact information and outstanding balance

Prerequisites

Setup_Requirements: Communication module configured with templates
User_Roles_Permissions: Recovery Executive with communication permissions
Test_Data: Consumer ACC-COM-001 with email: test@example.com, outstanding: $1500
Prior_Test_Cases: CIS01US08_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Select consumer and access communication options	Communication panel opens with template options	Consumer: ACC-COM-001	Communication access
2	Select "Send Reminder" option	Reminder template selection dialog appears	Template options visible	Reminder initiation
3	Choose reminder template type	Selected template loads with consumer data pre-filled	Template: "First Reminder"	Template selection
4	Review and customize reminder content	Template content editable with consumer-specific data	Verify account details populated	Content customization
5	Send reminder	Reminder sent successfully with confirmation message	Success message displayed	Reminder delivery
6	Select "Send Notice" option	Disconnection notice template selection appears	Notice templates available	Notice initiation
7	Choose disconnection notice template	Notice template loads with disconnection details	Template: "Final Notice"	Notice template selection
8	Send disconnection notice	Notice sent and disconnection request generated	Notice sent + disconnection request created	Notice processing

Verification Points

Primary_Verification: Reminders and notices sent successfully using communication module templates
Secondary_Verifications: Templates populate with correct consumer data, communication history logged, disconnection requests generated
Negative_Verification: No failed communications, no template errors, no missing consumer data

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Test Case 5: Payment Agreement Creation Workflow

Test Case Metadata

Test Case ID: CIS01US08_TC_005
Title: Verify Guided Workflow for Creating Payment Agreements with Down Payment, Installment Selection, and Auto-calculated Monthly Amounts
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/Integration
Test Level: System
Priority: P1-Critical
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Acceptance, Type-Integration, Platform-Web, Report-Product, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-End-to-End, Payment-Agreement,HappyPath , BxServices

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 95% of payment agreement feature
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Feature-Adoption, Business-Impact
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-5 (Provide guided workflow to create payment agreements with options for down payment, installment selection, and auto-calculated monthly amounts)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_007, CIS01US08_TC_013

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Payment processing system, Agreement generation service
Performance_Baseline: 3 seconds
Data_Requirements: Consumer with outstanding balance and current bill amount

Prerequisites

Setup_Requirements: Consumer account with known outstanding and current amounts
User_Roles_Permissions: Recovery Executive with agreement creation permissions
Test_Data: Consumer ACC-AGR-001, Outstanding: $1200, Current Bill: $150
Prior_Test_Cases: CIS01US08_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access consumer details and click "Create Agreement"	Agreement creation workflow modal opens	Consumer: ACC-AGR-001	Workflow initiation
2	Verify outstanding amount display	Outstanding amount pre-populated correctly	Expected: $1200.00	Data pre-population
3	Verify current billed amount display	Current billed amount shown separately	Expected: $150.00	Current bill integration
4	Select "Include current billed amount" option	Total agreement amount updates automatically	Total: $1350.00 ($1200+$150)	Calculation logic
5	Enter down payment amount	Down payment field accepts valid amount	Input: $200.00	Down payment entry
6	Select number of installments	Installment dropdown with options available	Select: 6 months	Installment selection
7	Verify automatic calculations	Monthly payment calculated automatically	Monthly: $191.67 (($1350-$200)/6)	Auto-calculation
8	Add optional notes	Notes field accepts agreement details	Notes: "Customer hardship situation"	Optional notes
9	Create agreement	Agreement created with unique ID generated	Agreement ID: AGR-2025-XXX	Agreement creation
10	Verify agreement summary	Payment summary shows all calculated amounts	Total: $1350, Down: $200, Monthly: $191.67	Summary verification

Verification Points

Primary_Verification: Payment agreement created successfully with correct calculations and guided workflow
Secondary_Verifications: Auto-calculations accurate, optional fields functional, agreement ID generated
Negative_Verification: No calculation errors, no invalid agreement creation, no missing data

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Test Case 6: Follow-up Action Tracking and Logging

Test Case Metadata

Test Case ID: CIS01US08_TC_006
Title: Verify Tracking and Logging of All Follow-up Actions with Timestamps and User Details
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/Audit
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Audit, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-Point, Action-Tracking, HappyPath 

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of action tracking functionality
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Audit-Trail, Compliance-Tracking
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-6 (Track and log all follow-up actions including reminders, notices, and agreement creation with timestamps and user details)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_004, CIS01US08_TC_005

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Audit logging service, User management system
Performance_Baseline: 3 seconds
Data_Requirements: Consumer account for performing trackable actions

Prerequisites

Setup_Requirements: Clean consumer account with no previous actions
User_Roles_Permissions: Recovery Executive with full action permissions
Test_Data: Consumer ACC-TRACK-001 with outstanding balance
Prior_Test_Cases: CIS01US08_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Perform reminder action on consumer	Action logged with timestamp and user details	Send reminder to ACC-TRACK-001	Reminder action logging
2	Verify action in tracking log	Reminder action appears in action history	Action: "Reminder Sent", User: [Current User], Time: [Current Time]	Log entry verification
3	Perform notice sending action	Notice action logged with complete details	Send notice to ACC-TRACK-001	Notice action logging
4	Verify notice action logging	Notice action recorded with template and delivery info	Action: "Notice Sent - Final Notice", Delivery: Email	Detailed logging
5	Create payment agreement	Agreement creation logged with agreement details	Create agreement for ACC-TRACK-001	Agreement action logging
6	Verify agreement action logging	Agreement creation recorded with terms and amounts	Action: "Agreement Created - $500, 5 months"	Agreement logging
7	Check chronological order	All actions listed in reverse chronological order	Latest action at top of list	Timeline accuracy
8	Verify user attribution	All actions show correct user who performed them	All actions attributed to current user	User tracking

Verification Points

Primary_Verification: All follow-up actions tracked and logged with accurate timestamps and user details
Secondary_Verifications: Chronological order maintained, detailed action information captured, user attribution correct
Negative_Verification: No missing action logs, no incorrect timestamps, no anonymous actions

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Test Case 7: Agreement Cancellation Prevention Rules

Test Case Metadata

Test Case ID: CIS01US08_TC_007
Title: Verify Prevention of Agreement Cancellation When Any Installment Has Been Paid
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/Business-Logic
Test Level: System
Priority: P1-Critical
Execution Phase: Acceptance
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Acceptance, Type-Business-Logic, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Point, Business-Rules, HappyPath 

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of cancellation rules
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Business-Logic-Validation, Compliance-Rules
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-7 (Prevent agreement cancellation if any installment has already been paid)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_005, CIS01US08_TC_014

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Agreement management system, Payment tracking service
Performance_Baseline: 3 seconds
Data_Requirements: Two agreements - one with no payments, one with payments made

Prerequisites

Setup_Requirements: Test agreements with different payment statuses
User_Roles_Permissions: Recovery Executive with agreement management permissions
Test_Data: Agreement A (AGR-NO-PAY): No payments made, Agreement B (AGR-WITH-PAY): 1 payment made
Prior_Test_Cases: CIS01US08_TC_005

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access agreement with no payments made	Agreement details display with all installments pending	Agreement: AGR-NO-PAY	No payments scenario
2	Verify "Cancel Agreement" button availability	Cancel button is enabled and clickable	Button state: Enabled	Cancellation allowed
3	Click "Cancel Agreement" button	Cancellation confirmation dialog appears	Confirmation modal displayed	Cancellation process
4	Confirm cancellation	Agreement successfully cancelled	Agreement status: Cancelled	Successful cancellation
5	Access agreement with payments made	Agreement details show payment history	Agreement: AGR-WITH-PAY, Payments: 1 of 6 made	Payments made scenario
6	Verify "Cancel Agreement" button state	Cancel button is disabled and not clickable	Button state: Disabled	Cancellation prevented
7	Attempt to enable cancel button	Button remains disabled regardless of user actions	Button state: Remains disabled	Rule enforcement
8	Verify tooltip/error message	Clear message explains why cancellation is not allowed	Message: "Cannot cancel - payments made"	User guidance

Verification Points

Primary_Verification: Agreement cancellation prevented when any installment payment has been made
Secondary_Verifications: Clear user feedback provided, business rule consistently enforced, UI reflects restriction
Negative_Verification: No unauthorized cancellations, no system errors, no business rule bypassing

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Test Case 8: Automatic Follow-up Status Updates

Test Case Metadata

Test Case ID: CIS01US08_TC_008
Title: Verify Automatic Update of Follow-up Status Based on Latest Action Performed
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/Business-Logic
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Regression, Type-Business-Logic, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Point, Status-Management,HappyPath , CommServices

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

Coverage Tracking

Feature_Coverage: 100% of status management logic
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Business-Logic-Coverage, Workflow-Management
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-8 (Automatically update follow-up status based on the latest action performed)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_004, CIS01US08_TC_005, CIS01US08_TC_006

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Status management service, Workflow engine
Performance_Baseline: 3 seconds
Data_Requirements: Consumer with "Required" initial follow-up status

Prerequisites

Setup_Requirements: Consumer with no previous actions performed
User_Roles_Permissions: Recovery Executive with action permissions
Test_Data: Consumer ACC-STATUS-001 with initial status "Required"
Prior_Test_Cases: CIS01US08_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Verify initial follow-up status	Consumer shows "Required" status	Consumer: ACC-STATUS-001, Status: Required	Initial state
2	Send reminder to consumer	Status automatically updates to "Reminder sent"	Action: Send reminder	Status transition
3	Verify status update in list view	Updated status reflected in main consumer list	List view status: Reminder sent	List consistency
4	Send final notice	Status updates to "Final notice"	Action: Send final notice	Status progression
5	Create payment agreement	Status updates to "Agreement created"	Action: Create agreement	Agreement status
6	Verify status persistence	Status remains consistent across page refreshes	Refresh browser, verify status	Data persistence
7	Check status filter functionality	Can filter consumers by each status type	Filter by "Agreement created"	Filter integration
8	Verify status in consumer details	Detail view shows same status as list view	Status consistent across views	View consistency

Verification Points

Primary_Verification: Follow-up status updates automatically and correctly based on the latest action performed
Secondary_Verifications: Status persistence across sessions, consistency in all views, filter integration functional
Negative_Verification: No incorrect status updates, no status reversal, no missing status changes

---

Test Case 9: Consumer Outstanding Data Export

Test Case Metadata

Test Case ID: CIS01US08_TC_009
Title: Verify Export of All Consumer Outstanding Data in List View Format
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/Integration
Test Level: System
Priority: P2-High
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P2-High, Phase-Acceptance, Type-Integration, Platform-Web, Report-Billing, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, Integration-Point, Data-Export ,HappyPath , BxServices

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: Medium
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of export functionality
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Billing
Report_Categories: Data-Export, Compliance-Reporting
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-9 (Allow exporting of all consumer outstanding data in the format of the list view)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_001, CIS01US08_TC_003

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: File generation service, CSV export functionality
Performance_Baseline: 3 seconds
Data_Requirements: Comprehensive consumer dataset with all list view columns populated

Prerequisites

Setup_Requirements: Consumer records with complete data in all list view columns
User_Roles_Permissions: Recovery Executive with export permissions
Test_Data: 50+ consumer records with varied data across all columns
Prior_Test_Cases: CIS01US08_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to outstanding accounts list view	Complete consumer list displayed with export option	View all consumers	Initial state
2	Click "Export Data" button	Export process initiated successfully	N/A	Export trigger
3	Verify file download	CSV file downloaded to default location	File: Outstanding_Accounts_YYYYMMDD.csv	File generation
4	Open exported CSV file	File opens correctly in spreadsheet application	N/A	File integrity
5	Verify column headers match list view	Headers identical to list view columns	Headers: Account, Billed Amount, Due Date, Outstanding, Days, Last Payment, Follow up, Risk, Action	Header accuracy
6	Verify data accuracy	All visible list data correctly exported	Compare 10 random records	Data accuracy
7	Check data formatting	Currency, dates, and numbers properly formatted	Currency: $X,XXX.XX, Dates: MM/DD/YYYY	Format validation
8	Test filtered export	Export contains only filtered data when filters applied	Apply risk filter, then export	Filtered export

Verification Points

Primary_Verification: All consumer outstanding data exported accurately in list view format
Secondary_Verifications: Correct file format, proper data formatting, filtered export functionality
Negative_Verification: No missing data, no corrupted export files, no formatting errors

---

Test Case 10: Dashboard KPI Display

Test Case Metadata

Test Case ID: CIS01US08_TC_010
Title: Verify Dashboard Displaying KPIs Including Total Outstanding, Number of Accounts, Average Days Outstanding, and Collection Rate
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Point, Dashboard-KPI

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

Coverage Tracking

Feature_Coverage: 100% of dashboard KPI functionality
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: AC-10 (Provide a dashboard displaying KPIs including total outstanding, number of accounts, average days outstanding, and collection rate)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_001, CIS01US08_TC_002

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Billing system integration, Calculation engine
Performance_Baseline: 3 seconds
Data_Requirements: Known dataset for KPI calculation validation

Prerequisites

Setup_Requirements: Test data with known values for KPI calculations
User_Roles_Permissions: Recovery Executive with dashboard access
Test_Data: Total Outstanding: $1,245,367.80, Accounts: 3,428, Avg Days: 47, Collection Rate: 68.3%
Prior_Test_Cases: None

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login and access Outstanding Accounts dashboard	Dashboard loads within 3 seconds with all KPI cards visible	N/A	Performance and display
2	Verify "Total Outstanding" KPI	Displays correct total amount with currency formatting	Expected: $1,245,367.80	Amount accuracy
3	Verify "Accounts" KPI	Shows correct count of outstanding accounts	Expected: 3,428 accounts	Count accuracy
4	Verify "Average Days Outstanding" KPI	Displays correctly calculated average in days	Expected: 47 days	Average calculation
5	Verify "Collection Rate" KPI	Shows percentage with proper calculation	Expected: 68.3%	Rate calculation
6	Check KPI trend indicators	All KPIs show trend arrows with percentage changes	Trend indicators visible	Trend analysis
7	Verify KPI card formatting	All amounts, percentages, and numbers properly formatted	Currency ($), Percentage (%), Numbers with commas	Format validation
8	Test KPI refresh functionality	KPIs update when underlying data changes	Update data, verify refresh	Real-time updates

Verification Points

Primary_Verification: All KPIs display correctly with accurate calculations and proper formatting
Secondary_Verifications: Performance within baseline, trend indicators functional, real-time updates work
Negative_Verification: No calculation errors, no missing KPIs, no formatting issues

---

Test Case 11: Account Statement Generation and Email Delivery

Test Case Metadata

Test Case ID: CIS01US08_TC_011
Title: Verify Generation and Email Delivery of Account Statements to Consumers
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Integration/Communication
Test Level: System
Priority: P2-High
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P2-High, Phase-Acceptance, Type-Integration, Platform-Web, Report-CSM, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-External-Dependency, Statement-Generation  HappyPath , BxServices, CommServices

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 90% of statement generation feature
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: CSM
Report_Categories: Communication-Effectiveness, Customer-Service
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-11 (Generate and allow sending of account statements via email to consumers)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_004, CIS01US08_TC_012

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Email service, PDF generation service, Statement templates
Performance_Baseline: 3 seconds
Data_Requirements: Consumer with valid email address and complete billing history

Prerequisites

Setup_Requirements: Email service configured, statement templates available
User_Roles_Permissions: Recovery Executive with statement generation permissions
Test_Data: Consumer ACC-STMT-001, Email: test@example.com, Outstanding: $301.63
Prior_Test_Cases: CIS01US08_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access consumer details and click "Send Statement"	Statement generation dialog opens	Consumer: ACC-STMT-001	Statement initiation
2	Verify statement configuration options	Options for including payment instructions and additional notes	Configuration options visible	Statement customization
3	Review statement preview	Statement shows complete account information and outstanding details	Account details, outstanding bills, contact info	Content verification
4	Add optional notes to statement	Notes field accepts additional customer information	Notes: "Please contact us to discuss payment options"	Optional customization
5	Select "Include payment options" checkbox	Payment instructions included in statement	Checkbox selected	Payment guidance
6	Click "Send Statement" button	Statement generated and sent via email successfully	Email sent to test@example.com	Statement delivery
7	Verify email delivery confirmation	Success message confirms statement sent	Confirmation message displayed	Delivery confirmation
8	Verify action logging	Statement sending logged in consumer history	Action: "Statement Sent via Email"	Activity tracking

Verification Points

Primary_Verification: Account statements generated and delivered via email successfully
Secondary_Verifications: Statement content accurate, customization options functional, delivery confirmation provided
Negative_Verification: No failed email delivery, no missing statement content, no incorrect consumer data

---

Test Case 12: Print Agreement Documents and Account Statements

Test Case Metadata

Test Case ID: CIS01US08_TC_012
Title: Verify Printing Functionality for Agreement Documents and Account Statements
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/UI
Test Level: System
Priority: P3-Medium
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P3-Medium, Phase-Acceptance, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Point, Print-Functionality, HappyPath ,

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of print functionality
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Feature-Coverage, User-Experience
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-12 (Allow printing of agreement documents and account statements directly from the interface)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_005, CIS01US08_TC_011

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Browser print functionality, PDF generation service
Performance_Baseline: 3 seconds
Data_Requirements: Consumer with active agreement and complete account information

Prerequisites

Setup_Requirements: Consumer with active payment agreement and account history
User_Roles_Permissions: Recovery Executive with print permissions
Test_Data: Consumer ACC-PRINT-001 with Agreement AGR-001 and statement data
Prior_Test_Cases: CIS01US08_TC_005, CIS01US08_TC_011

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access agreement details for consumer	Agreement information displays with print option	Agreement: AGR-001	Agreement access
2	Click "Print Agreement" button	Browser print dialog opens with agreement document	Print dialog appears	Print initiation
3	Verify agreement print preview	Complete agreement details visible in print preview	Agreement terms, amounts, dates visible	Print content
4	Access consumer account statement	Statement information available with print option	Consumer: ACC-PRINT-001	Statement access
5	Click "Print Statement" button	Browser print dialog opens with statement document	Print dialog appears	Statement print
6	Verify statement print preview	Complete account information and outstanding details visible	Account details, billing history visible	Statement content
7	Test print formatting	Documents formatted correctly for printing	Proper page breaks, margins, formatting	Print formatting
8	Verify print action logging	Print actions logged in consumer activity history	Actions: "Agreement Printed", "Statement Printed"	Activity tracking

Verification Points

Primary_Verification: Agreement documents and account statements can be printed successfully with proper formatting
Secondary_Verifications: Print preview accurate, formatting appropriate, print actions logged
Negative_Verification: No printing errors, no missing content, no formatting issues

---

Test Case 13: Payment Agreement Summary Calculations

Test Case Metadata

Test Case ID: CIS01US08_TC_013
Title: Verify Computation of Payment Agreement Summaries Including Total Due, Down Payment, Remaining Balance, and Monthly Installments
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/Business-Logic
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Smoke, Type-Business-Logic, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Point, Financial-Calculations, HappyPath ,BxServices

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of financial calculation logic
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Business-Logic-Coverage, Financial-Accuracy
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-13 (Compute payment agreement summaries including total due, down payment, remaining balance, and monthly installments)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_005, CIS01US08_TC_014

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Financial calculation engine, Agreement management system
Performance_Baseline: 3 seconds
Data_Requirements: Consumer accounts with known amounts for calculation validation

Prerequisites

Setup_Requirements: Test consumer with specific outstanding and current amounts
User_Roles_Permissions: Recovery Executive with agreement creation permissions
Test_Data: Outstanding: $1,200, Current Bill: $150, Down Payment: $200, Installments: 6
Prior_Test_Cases: CIS01US08_TC_005

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Start agreement creation with known amounts	Agreement form displays with outstanding and current amounts	Outstanding: $1,200, Current: $150	Initial amounts
2	Include current billed amount in agreement	Total agreement amount calculated correctly	Total: $1,350 ($1,200 + $150)	Total calculation
3	Enter down payment amount	Down payment amount accepted and displayed	Down Payment: $200	Down payment entry
4	Select 6 installments	Number of installments set correctly	Installments: 6 months	Installment selection
5	Verify remaining balance calculation	Remaining balance calculated automatically	Remaining: $1,150 ($1,350 - $200)	Balance calculation
6	Verify monthly payment calculation	Monthly payment amount calculated correctly	Monthly: $191.67 ($1,150 ÷ 6)	Monthly calculation
7	Test calculation with different values	Calculations update correctly with new inputs	Test various amounts and terms	Dynamic calculations
8	Verify calculation precision	All amounts calculated to proper decimal places	Currency precision to 2 decimal places	Precision validation

Verification Points

Primary_Verification: All payment agreement financial calculations computed accurately and automatically
Secondary_Verifications: Real-time calculation updates, proper decimal precision, edge case handling
Negative_Verification: No calculation errors, no rounding issues, no invalid mathematical operations

---

Test Case 14: Payment Agreement Compliance Tracking

Test Case Metadata

Test Case ID: CIS01US08_TC_014
Title: Verify Tracking of Payment Agreement Compliance and Update of Installment Status as Paid, Pending, or Overdue
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/Integration
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

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

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

Coverage Tracking

Feature_Coverage: 100% of compliance tracking functionality
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Compliance-Monitoring, Payment-Tracking
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-14 (Track the compliance of each payment agreement and update installment status as Paid, Pending, or Overdue)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_005, CIS01US08_TC_013

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Payment tracking system, Date calculation service
Performance_Baseline: 3 seconds
Data_Requirements: Payment agreement with multiple installments in different status states

Prerequisites

Setup_Requirements: Payment agreement with controlled installment dates and payment history
User_Roles_Permissions: Recovery Executive with installment management access
Test_Data: Agreement with 6 installments: 2 paid, 1 overdue, 3 pending
Prior_Test_Cases: CIS01US08_TC_005

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access payment agreement installments tab	Installment tracking table displays with all installments	Agreement: AGR-COMPLIANCE-001	Installment access
2	Verify paid installment status	Installments with payments show "Paid" status with payment date	Installment #1: Status "Paid", Date paid	Paid status tracking
3	Verify pending installment status	Future installments show "Pending" status with due date	Installment #4: Status "Pending", Due date	Pending status tracking
4	Verify overdue installment status	Past due installments show "Overdue" status with days overdue	Installment #3: Status "Overdue", 15 days overdue	Overdue calculation
5	Check compliance summary	Summary shows total paid, total due, and remaining amounts	Total Paid: $300, Total Due: $900, Remaining: $600	Financial summary
6	Record payment for overdue installment	Status updates from "Overdue" to "Paid" automatically	Record payment for installment #3	Status transition
7	Verify updated compliance summary	Financial totals recalculate after payment recorded	Updated Total Paid: $450, Remaining: $450	Real-time updates
8	Check installment progress indicator	Progress shows correct ratio of paid to total installments	Progress: "3 of 6 paid"	Progress tracking

Verification Points

Primary_Verification: Payment agreement compliance tracked accurately with correct installment status updates
Secondary_Verifications: Financial summaries accurate, real-time status updates, progress tracking functional
Negative_Verification: No incorrect status assignments, no calculation errors, no missing compliance data

---

Test Case 15: Role-Based Access Control and Action Restrictions

Test Case Metadata

Test Case ID: CIS01US08_TC_015
Title: Verify Role-Based Permission Restrictions for Actions Based on User Roles and Agreement/Payment Status
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Security/Access-Control
Test Level: System
Priority: P1-Critical
Execution Phase: Security
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Security, Type-Security, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-Point, Access-Control, HappyPath, AuthServices

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: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of access control functionality
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Security-Compliance, Access-Management
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-15 (Restrict actions based on role-based permissions and agreement/payment status)
Related_Bugs: N/A
Related_Test_Cases: All test cases (access control affects all functionality)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: User management system, Role service
Performance_Baseline: 3 seconds
Data_Requirements: Test users with different role assignments

Prerequisites

Setup_Requirements: Multiple test users with different roles configured
User_Roles_Permissions: Recovery Executive, CSO Manager, Billing Manager test accounts
Test_Data: Various consumer accounts and agreements for testing different access levels
Prior_Test_Cases: User authentication system verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login as Recovery Executive	Full access to consumer management and action capabilities	User: recovery_executive_test	Recovery Executive access
2	Verify operational actions available	Can create agreements, send notices, record payments	Test all primary operational actions	Operational permissions
3	Login as CSO Manager	Access to analytics and team performance, limited operational actions	User: cso_manager_test	Manager access level
4	Verify manager-level restrictions	Cannot perform individual consumer actions, can view analytics	Limited operational access	Management restrictions
5	Login as Billing Manager	Access to financial reports and billing data, limited consumer actions	User: billing_manager_test	Billing access level
6	Verify billing manager permissions	Can access financial data, limited consumer management actions	Financial focus access	Billing restrictions
7	Test agreement status restrictions	Cannot cancel agreements with payments made regardless of role	Test with agreement having payments	Status-based restrictions
8	Verify unauthorized access prevention	Users cannot access features outside their assigned roles	Attempt cross-role access	Security enforcement

Verification Points

Primary_Verification: Role-based access restrictions properly enforced for all user types and system actions
Secondary_Verifications: UI adapts to user roles, unauthorized actions blocked, status-based restrictions enforced
Negative_Verification: No privilege escalation, no unauthorized access, no security bypasses

---

Test Case 16: Search by Account Number and Consumer Name

Test Case Metadata

Test Case ID: CIS01US08_TC_016
Title: Verify Search Functionality Supporting Account Number and Consumer Name Queries
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/UI
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, Integration-Point, Search-Functionality, HappyPath

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: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of search functionality
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Feature-Coverage, User-Experience
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-16 (Support search functionality by account number and consumer name)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_001, CIS01US08_TC_003

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Search service, Consumer database
Performance_Baseline: 3 seconds
Data_Requirements: Diverse consumer dataset with varied account numbers and names

Prerequisites

Setup_Requirements: Consumer database with searchable account numbers and names
User_Roles_Permissions: Recovery Executive access
Test_Data: Various consumers: ACC-12345 (John Smith), ACC-67890 (Maria Garcia), ACC-11111 (John Johnson)
Prior_Test_Cases: CIS01US08_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access search bar on outstanding accounts page	Search functionality visible and accessible	N/A	Search UI verification
2	Search by complete account number	Returns exact matching account	Search: "ACC-12345", Expected: John Smith record	Exact account match
3	Search by partial account number	Returns accounts containing partial number	Search: "123", Expected: ACC-12345	Partial account search
4	Search by complete consumer name	Returns exact name match	Search: "Maria Garcia", Expected: ACC-67890	Complete name search
5	Search by partial first name	Returns all consumers with matching first name	Search: "John", Expected: John Smith, John Johnson	First name search
6	Search by partial last name	Returns consumers with matching last name	Search: "Smith", Expected: John Smith	Last name search
7	Test case-insensitive search	Search works regardless of case	Search: "john smith", Expected: John Smith	Case sensitivity
8	Test no results scenario	Displays appropriate message for no matches	Search: "NONEXISTENT", Expected: "No results found"	No results handling

Verification Points

Primary_Verification: Search functionality returns accurate results for both account numbers and consumer names
Secondary_Verifications: Partial searches work, case-insensitive operation, proper no-results handling
Negative_Verification: No incorrect search results, no system errors, no performance issues

---

Test Case 17: Notes Management with User Identity and Timestamps

Test Case Metadata

Test Case ID: CIS01US08_TC_017
Title: Verify Addition of Notes Tied to User Identity and Timestamps for Internal Tracking
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/Audit
Test Level: System
Priority: P3-Medium
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P3-Medium, Phase-Acceptance, Type-Audit, Platform-Web, Report-QA, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Point, Notes-Management, HappyPath 

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of notes functionality
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Feature-Coverage, User-Experience
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Related_Requirements: AC-17 (Allow users to add notes tied to their identity and timestamps for internal tracking)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_006, CIS01US08_TC_018

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: User authentication system, Timestamp service
Performance_Baseline: 3 seconds
Data_Requirements: Consumer account for notes testing

Prerequisites

Setup_Requirements: Consumer account with existing notes for testing
User_Roles_Permissions: Recovery Executive with notes access
Test_Data: Consumer ACC-NOTES-001 with some existing notes
Prior_Test_Cases: CIS01US08_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access consumer details and navigate to Notes tab	Notes section opens showing existing notes with user attribution	Consumer: ACC-NOTES-001	Notes access
2	Verify existing notes display format	Previous notes show user name, date/time, and content	Existing notes with user and timestamp	Historical notes
3	Click in "Add New Note" text area	Text area becomes active for input	Text area focus	Input activation
4	Enter note content	Text accepted and character count displayed (if applicable)	Note: "Customer called requesting payment extension"	Note content entry
5	Click "Add Note" button	Note saved successfully with confirmation	Success message displayed	Note creation
6	Verify new note attribution	Note displays current user name and accurate timestamp	User: [Current User], Timestamp: [Current DateTime]	User and time attribution
7	Verify chronological ordering	New note appears at top of notes list (most recent first)	Latest note first	Chronological order
8	Test note persistence	Note remains after page refresh and logout/login	Note persists across sessions	Data persistence

Verification Points

Primary_Verification: Notes added successfully with correct user identity and accurate timestamps
Secondary_Verifications: Chronological ordering, data persistence, proper user attribution
Negative_Verification: No anonymous notes, no missing timestamps, no note loss

---

Test Case 18: Historical Action Log Display

Test Case Metadata

Test Case ID: CIS01US08_TC_018
Title: Verify History Log Display of All Actions Taken on Consumer Account in Relation to Outstanding Follow-ups and Agreements
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/Audit
Test Level: System
Priority: P2-High
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P2-High, Phase-Acceptance, Type-Audit, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Point, History-Tracking, HappyPath

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Support
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of history tracking functionality
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Audit-Trail, Compliance-Tracking
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-18 (Provide a history log of all actions taken on the consumer account in relation to outstanding follow-ups and agreements)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_006, CIS01US08_TC_017

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Activity logging service, Audit database
Performance_Baseline: 3 seconds
Data_Requirements: Consumer account with comprehensive action history

Prerequisites

Setup_Requirements: Consumer account with various historical actions performed
User_Roles_Permissions: Recovery Executive with history access
Test_Data: Consumer ACC-HISTORY-001 with agreements, communications, notes, and payments
Prior_Test_Cases: CIS01US08_TC_004, CIS01US08_TC_005, CIS01US08_TC_017

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access consumer details and navigate to History tab	History section displays comprehensive action timeline	Consumer: ACC-HISTORY-001	History access
2	Verify agreement-related history entries	Agreement creation and modifications logged with details	Entry: "Agreement Created - 6 installments of $150/month"	Agreement tracking
3	Verify communication history entries	All reminders and notices logged with templates and delivery status	Entry: "Reminder Sent - First Reminder template via Email"	Communication tracking
4	Verify payment-related history entries	Payment recordings and installment updates logged	Entry: "Payment Recorded - $150.00 for installment #1"	Payment tracking
5	Verify note-related history entries	Note additions logged with content summaries	Entry: "Note Added - Customer requested payment extension"	Note tracking
6	Check chronological order	All entries listed in reverse chronological order (newest first)	Most recent action at top	Timeline accuracy
7	Verify staff attribution	Each entry shows which staff member performed the action	Staff names displayed for each action	User attribution
8	Verify action detail completeness	Each entry contains sufficient detail to understand the action	Complete descriptions with relevant data	Detail completeness

Verification Points

Primary_Verification: Complete history log displays all outstanding-related actions with proper chronological order
Secondary_Verifications: Staff attribution accurate, action details complete, comprehensive coverage of all action types
Negative_Verification: No missing actions, no incorrect chronology, no anonymous entries

---

Test Case 19: List View Column Sorting

Test Case Metadata

Test Case ID: CIS01US08_TC_019
Title: Verify Sorting Capability on All List View Columns to Assist in Prioritization and Navigation
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Functional/UI
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, Integration-Point, Sort-Functionality, HappyPath

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: 7 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of sorting functionality
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Feature-Coverage, User-Experience
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-19 (Allow sorting on all list view columns to assist in prioritization and navigation)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_001, CIS01US08_TC_003

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Sorting service, Consumer database
Performance_Baseline: 3 seconds
Data_Requirements: Diverse consumer dataset with varied values across all sortable columns

Prerequisites

Setup_Requirements: Consumer dataset with diverse data across all columns
User_Roles_Permissions: Recovery Executive access
Test_Data: 50+ consumers with varied account numbers, amounts, dates, and statuses
Prior_Test_Cases: CIS01US08_TC_001

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access outstanding accounts list view	Full consumer list displayed with sortable column headers	N/A	List view access
2	Click "Account" column header	List sorted by account number (ascending/descending)	Sort by account number	Account sorting
3	Click "Outstanding" column header	List sorted by outstanding amount (highest/lowest first)	Sort by outstanding amount	Amount sorting
4	Click "Days" column header	List sorted by days outstanding (most/least days)	Sort by days outstanding	Days sorting
5	Click "Last Payment" column header	List sorted by last payment date (newest/oldest first)	Sort by payment date	Date sorting
6	Click "Risk" column header	List sorted by risk level (Critical, High, Medium, Low)	Sort by risk level	Risk sorting
7	Click "Follow up" column header	List sorted by follow-up status alphabetically	Sort by follow-up status	Status sorting
8	Test sort direction toggle	Clicking same header toggles between ascending/descending	Click same header twice	Sort direction

Verification Points

Primary_Verification: All list view columns support sorting with correct data ordering
Secondary_Verifications: Sort direction toggles work, sort indicators visible, performance within baseline
Negative_Verification: No sorting errors, no data corruption, no incorrect ordering

---

Test Case 20: Billing and Payment Module Integration

Test Case Metadata

Test Case ID: CIS01US08_TC_020
Title: Verify Integration with Billing and Payment Modules to Ensure Accurate Display of Billed Amounts and Outstanding Balances
Created By: Hetal
Created Date: June 17, 2025
Version: 1.0

Classification

Module/Feature: Outstanding Management System
Test Type: Integration/API
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: MOD-CX-Backoffice, P1-Critical, Phase-Smoke, Type-Integration, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-External-Dependency, Billing-Integration, HappyPath, BxServices , CrossModule

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: High
Expected_Execution_Time: 12 minutes
Reproducibility_Score: Medium
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of billing integration functionality
Integration_Points: Services-CX, API, Happy path
Code_Module_Mapped: CX-Backoffice
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Integration-Health, System-Reliability
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-20 (Integrate with billing and payment modules to ensure accurate display of billed amounts and outstanding balances)
Related_Bugs: N/A
Related_Test_Cases: CIS01US08_TC_001, CIS01US08_TC_010, CIS01US08_TC_013

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: BX Billing System, CX Web Services, Payment Module, API Gateway
Performance_Baseline: 3 seconds
Data_Requirements: Consumer with known billing and payment data in integrated systems

Prerequisites

Setup_Requirements: Billing and payment modules integrated and accessible
User_Roles_Permissions: Recovery Executive with system integration access
Test_Data: Consumer ACC-INTEG-001 with known billing data across systems
Prior_Test_Cases: Integration connectivity verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access consumer with known billing data	Consumer data loads from billing system correctly	Consumer: ACC-INTEG-001	Data retrieval
2	Verify outstanding amount accuracy	Outstanding amount matches billing system records	Expected: $450.00 from billing system	Amount accuracy
3	Verify current billed amount integration	Current month bill amount synced from billing module	Expected: $125.00 from current bill	Current bill sync
4	Verify payment history integration	Payment records synchronized between systems	Payment history matches payment module	Payment sync
5	Test real-time data synchronization	Changes in billing system reflect in Outstanding Management	Update billing data, verify sync	Real-time integration
6	Record payment and verify sync	Payment recorded in Outstanding Management syncs to payment module	Record $100 payment, verify in payment system	Bidirectional sync
7	Test agreement creation with billing integration	Agreement amounts include current billing data	Create agreement with current bill included	Agreement integration
8	Verify error handling for integration failures	Graceful degradation when external systems unavailable	Simulate billing system unavailability	Error resilience

Verification Points

Primary_Verification: Outstanding and billing data accurately synchronized between all integrated systems
Secondary_Verifications: Real-time sync functional, payment integration works, error handling robust
Negative_Verification: No data inconsistencies, no sync failures, no integration errors