User Acceptance sign off to Customer C360 Dashboard

For

FWD Thailand
This is a formal acceptance sign off to customer C360 dashboard.
Document Details
Document Name User Acceptance sign off to customer C360 dashboard
Document
Repository
File Location
Document Owner
Status

Approval
Prepared Susanna Date
by:

(Signature)

Sign-Off by: Jirawat Masua

(User Team)

(Signature)

Sarayut Pangsri

(Signature)

Pakamon Paibool

(Signature)

Thitiporn
Swangdee

(Signature)

2
Part1: Feature list
Test Case

NO. Component description test operation Test result remark

This filter contains ‘In force'、‘Paid Click the dropdown list of 'Policy
up’、‘Cash Surrender’、'Expired'、‘Extened Status' filter, select one or more
Term’、'Lapsed' 'Terminated' 、'Maturity' values each time, the
1 "Policy Status" Filter
、'Not Taken' 、‘All’values. And it is a presentation of policy table first
dropdown control and multiple values can be column 'Status' will be changed
selected at a time. accordingly.

This filter contains ‘Yes'、‘No’and 'All' values.

Click the dropdown list of 'Buy
YES, for those customers who has bought policies
for Others' filter, select only one
for others (mostly relatives)，NO， for those
value each time, the
2 "Buy for Others" Filter customers who is insured, and All, are those
presentation of policy table third
where the insured and payer is the same person.
column 'client role' will be
This filter is a dropdown control and only one
changed accordingly.
value can be selected at a time.

Search a customer by different

The customer search list is a quick way to locate condition such as his/her first
the customer we are looking for. Customer’s first name、 last name 、 phone
name 、 last name、 phone number and national number or national ID， then
ID can be used in the search textbox. Selecting a dashboard will display profile
3 Customer Search List value in the list box shall display customer profile, information、 policy
policy and other additional information related to information、 tax rebate、
the selected customer. Additionally, If we search survey satisfaction score、
by telephone number or National ID, list box only campaign information and
dispaly results start with entered numbers. product segments information
related to the seleted customer.

Profile information shows the first name, last

name, age, Max system points with badge details.
This section also contains the below customer
attributes:
- National ID: Show 13-digit National ID.
- Max ID: The identity from the Max system will be check whether the displayed
displayed. profile information is correct and
4 Profile Information
- DOB/Marital Status: Displays the date of birth in corresponded to the selected
DD-MM-YYYY and Marital status either Single or customer.
Married.
- Address: Displays address in multiple lines.
- Mobile Phone: Shows the mobile number in the
TH standard format.
- Gender: Male、Female or N/A.

3
 Important Policy information , Product
information and payment details et al. are
displayed in the grid.This section also contains
the below Policy Attributes:
- Status: Displays the policy status value and
highlights it with the color.
- Policy No: Displays policy number in bold.
- Client Role: Indicated whether it’s a Payer or a
Insurer.
- Product: Lists the base product associated with
the policy number.
- Plan: Displays the current plan associated with
the policy.
- Effective Date: Displays the date when the
policy was effective.
- Transaction Start Date: Displays the date when
the first policy premium was paid.
- Paid Up Date: If the policy is completely paid
up, this column displays the date associated with
it. check whether the displayed
- Maturity Date: Displays the date when the policy information is correct and
5 Policy Information
policy will be matured. corresponded to the selected
- Sum Assured: Displays the total amount assured customer.
with the policy purchased, includes rider benefits
as well.
- Coverage Amt. OPD: Indicates whether there
are out-patient department benefits associated
with the policy.
- Coverage Amt. IPD: Indicate whether there are
in-patient department benefits associated with
the policy.
- Frequency : Show the frequency of policy
payment .
- Annual Premium: Indicates the total amount
that needs be paid by the customer on an annual
basis.
- Next Premium Date: Shows the next premium
due date.
- Next Premium Amount: Shows the total
premium amount that needs to be paid next time.
- Payment type: Indicate what card was used to
make the last payment.

The purpose of this chart is to show the total

invested amount by the Customer in Life and check whether the displayed tax
Pension product type for the current year. The rebate information is correct
6 Tax Rebate
chart also shows the gap with respect to the total and corresponded to the
amount that can be invested in either Life or selected customer.
Pension bracket to avail maximum tax rebate.

The chart shows the satisfaction score from the

check whether the displayed
latest survey conducted with respect to claims,
survey satisfaction information
7 Satisfaction Score product enquiry and information query related
is correct and corresponded to
processes. The chart always shows the last survey
the selected customer.
date to highlight the relevance of information.

The purpose of this chart is to show the upcoming

events/activities associated with the customer.
Date fields from the profile and policy information
check whether the displayed
such as date of birth, premium payment date,
campagin information is correct
8 Campagin maturity date shall be used to derive the items in
and corresponded to the
the list. Campaign activities are also displayed
selected customer.
along with other items. Maximum 5 items from
the future and 2 items from the past is shown in
the chart.

4
 The chart shows the likelihood of purchasing the
check whether the displayed
products in the identified five categories. The five
Product Segmentation
categories are Endowment, Health, Pension,
9 Product Segmentation information is correct and
WholeLife and UL. The next best product list is the
corresponded to the selected
list of the 5 categories in propensity score
customer.
descending order.

check whether the displayed

The next best product list is the list of the 5 Next Best Product information is
10 Next Best Product
categories in propensity score descending order. correct and corresponded to the
selected customer.

5
Part2 Use case test results
Summary：
Test
Test
Result Test by/ Remar
Cas Name Objective
Pass/ Date k
e
Fail
To display a client holding only a
Contact
1 policy with complete contact
information
information.

To display a client holding a policy

2 Rider attachment
and a rider.

To display a client holding multiple

3 Policy status
policies with different policy status.

To display a client holding multiple

Multiple policy &
4 policies and riders, some of which
rider holding
were sold via BA channel.
To display a client holding multiple
policies and a rider, some of which
5 Cross channel
were sold via BA channel and being in
premium paying status.
To display a client who is also paying
Pay for another
6 a policy and multiple riders for another
insured
insured.

To display a client who has registered

7 Campaign activity for MAX membership and entered
multiple campaigns.

To display a client who has registered

8 MAX registration for MAX membership and entered a
campaign.

To display a client who is insured by a

9 Only insured policy but not paying any policies via
AD channel.
To display a client who has registered
Most purchases
for MAX membership and is holding
10 via another
multiple policies, most of which were
channel
sold via TA channel.
To display a client who is insured by a
Payer benefit
11 rider attached to a policy which is paid
rider
for another insured.

UAT sign off to C360 dashboard 6

Test case one:
Expected result:

Test case two:

Expected result:

UAT sign off to C360 dashboard 7

Test result on dashboard

UAT sign off to C360 dashboard 8

Test case three:
Expected result:

UAT sign off to C360 dashboard 9

Test result on dashboard

UAT sign off to C360 dashboard 10

UAT sign off to C360 dashboard 11
Test case four:
Expected result:

UAT sign off to C360 dashboard 12

Test result on dashboard

UAT sign off to C360 dashboard 13

UAT sign off to C360 dashboard 14
Test case five:
Expected result:

UAT sign off to C360 dashboard 15

Test result on dashboard

UAT sign off to C360 dashboard 16

UAT sign off to C360 dashboard 17
Test case six:
Expected result:

UAT sign off to C360 dashboard 18

Test result on dashboard

UAT sign off to C360 dashboard 19

UAT sign off to C360 dashboard 20
Test case seven:
Expected result:

UAT sign off to C360 dashboard 21

Test result on dashboard

UAT sign off to C360 dashboard 22

UAT sign off to C360 dashboard 23
Test case eight:
Expected result:

UAT sign off to C360 dashboard 24

Test result on dashboard

UAT sign off to C360 dashboard 25

UAT sign off to C360 dashboard 26
Test case nine:
Expected result:

UAT sign off to C360 dashboard 27

Test result on dashboard

UAT sign off to C360 dashboard 28

UAT sign off to C360 dashboard 29
Test case ten:
Expected result:

UAT sign off to C360 dashboard 30

Test result on dashboard

UAT sign off to C360 dashboard 31

UAT sign off to C360 dashboard 32
Test case eleven:
Expected result:

UAT sign off to C360 dashboard 33

Test result on dashboard

UAT sign off to C360 dashboard 34

UAT sign off to C360 dashboard 35
UAT sign off to C360 dashboard 36