STAGE GATE 2 TEST CASE SUMMARY

Stage GateSprint Name Functionalities Test Cases Count Pass Fail

Splash Screen 5
Token Registeration 3
Sign-Up 38
Login 9
Sprint 1
Contact US 3
LogOut 5
Forgot Password 16
ATM Locator 6
Exchange Rates 10
Password Expiry 10
Update Profile Details 9
Sprint 2 FAQ 4
Alerts 6
Change Password 14
Forgot Username 9
Sprint 3

SG2 Total 147

 Functionality Sprint
Sr No
1 1
2 Token Registeration 1
3 1
4 TBD
5 TBD
TBD
6
7 TBD
8 TBD
9 TBD
10 TBD
11 TBD
12 TBD
13 TBD
14 TBD
15 TBD
TBD
16
17 TBD
18 TBD
19 TBD
20 TBD
TBD
21
22 TBD
23 TBD
24 TBD
25 Sign-Up TBD
26 TBD
27 TBD
TBD
28
TBD
29
TBD
30
TBD
31
TBD
32
TBD
33
34 TBD
35 TBD
TBD
36
 TBD
37
38 TBD
39 TBD
40 TBD
41 TBD

42
43 Login 1
44 2
2
45
46 2
47 2
48 2
49 2
50 2
51 2
3
52
3
53
3
54
55 1

Contact US 1

56
57 1
1
58
59 LogOut 1
60 3
61 1
 62 2
63 2
64 2
65 3
3
66
67 3
68 3
69 2
70 2
3
71 Forgot Password
72 2
2
73
4/5
74
4/5
75
76 4/5
77 4/5
78 4/5
79 4/5
80 2
81 2
ATM Locator
82 2
83 2
84 2
2
85
86 3
2
87 Exchange Rates
88 2
89 2
90 2
91 2
92 2
93 TBD
94 TBD
TBD
95
96 TBD
97 TBD
98
Password Expiry TBD
99
100
 Password Expiry

101 TBD
102 TBD
TBD
103
TBD
104
105 1
106 1
107 1
108 1
109 1
110 1
1
111
Update Profile Details
112 1
1
113
114 1
115 1
116 1
117 1
118 1
119 1
Help
120 1
121 TBD
122 TBD
123 TBD
124 Alerts TBD
125 TBD
126 TBD
127 TBD
128 2
129 2
130 2
131 2
132 2
133 2
4/5
134
135 Change Password 4/5
136 4/5
137 4/5
4/5
138
4/5
139
140 4/5
141 4/5
Test Cases
Verify that on login Screen, *Have you registered the token* message should display
Verify that *Have you registered the token* with clickable link.
Verify that After Clicking on Click Here link, page will be navigated to online banking app to registered the token(Hard/Soft)
Verify that Sign-up link will be display
Verify that Clicking on Signup link , a new page will be appear
Verify that new page page will be appear to enter the below Basic details.
CIF ID, First Name, Last Name and DOB
Verify that CIF ID field should accept only the number with 10 digits
Verify that CIF ID field shouldn't accept less than 10 digits
Verify that CIF ID field shouldn't accept greater than 10 digits
Verify that CIF ID field shouldn't accept character and special characters
Verify that First Name field should accept only 50 characters
Verify that Last Name field should accept only 50 characters
Verify that DOB field should have DD/MM/YY format
Verify that Next button should be display
Verify that after clicking on submit button, core banking will be verify the there details

Verify that if these details are invalid, then *CIF ID / UserID / MasterCIFID.UserID is not found* message should be display
Verify that if the details are valid, then user will be navigated next screen to enter the 6 digit security token.
Verify that valid that user should able to enter 6 digit security token from security token app
Verify that Thales API to valid the 6 digit security token
Verify that clicking on next button

Verify that *Entered token is invalid, Please enter the valid token* validation message should be display
Verify that on the next screen , Create User Credentials page will be display
Verify that on this screen, Username, New Password and Confirm Password fields should be display
Verify that Username field should accept only 50 characters
Verify that New Password field should accept only 50 characters with asterk(*) format
Verify that Confirm password field should accept only 50 characters with asterk(*) format
Verify that user create user credentials user should able to see the Terms & Conditions & Privacy Policy link with checkbox
Verify that clicking on Terms & Conditions & Privacy Policy, new pop-up page will be display with pdf format details about the
Terms & Conditions & Privacy Policy document, along with Close button

Verify that clicking on Close button, Pop-up will be Closed and user will be back to Create User Credentials page
Verify that Code of Conduct link should be available, clicking on link new pop-up page will be display with pdf format details
about the Code of Conduct document along with Close button.

Verify that clicking on Close button, Pop-up will be Closed and user will be back to Create User Credentials page
Verify that Marketing Consent, clicking on link new pop-up page will be display with pdf format details about the Marketing
Consent document along with Close button

Verify that clicking on Close button, Pop-up will be Closed and user will be back to Create User Credentials page
Verify that at the bottom of the screen Password policy instruction should be display
Verify that Submit button should be display
Verify that If user id already exists then on the same screen "Userid is already exists, Please change different userid" message
should be display
Verify that New Password and Confirm Password doesn't match then *Entered New Password and Confirm password doesn't
match* message should be display
Verify that user entered all the details correctly then clicking on submit , page will be redirected to dashboard screen
Verify that User will be created in the salesforce
Verify that user will be created in the online banking
Verify that user should able to login with online banking using this credentials

Verify that on login screen , User should able to see the below fields
Username
Password

Remember Me checkbox
Submit button
Signup link
Forgot Password link
Have You Registered token link
Verify that when user entered the valid username and password
Verify that MFA token successfully message display

Verify that when user entered the Invalid username and password
Verify that MFA token unsuccessfully message display
Verify that On next screen , User need to enter the 6 digit security code from Security token app
Verify that Thales API to valid the 6 digit security token
Verify that clicking on next button
Verify that *Entered token is invalid, Please enter the valid token* validation message should be display
Verify that if user entered valid code, then user will be navigated to dashboard screen

Verify that when user entered username only and clicking on submit button.

Verify that when user entered Password only and clicking on submit button.

Verify that when user entered submit button directly without entering username and password
Verify that on login screen user should able see the Contact US icon

Verify that Clicking on Contact US, Following are details should be display along with (X) button on top right hand side

Clarien Head Office

Point House, 6 Front Street,
Ground Floor Hamilton HM11
+1 441 296 6969

Monday-Friday
8.30am-5.00PM
Verify that Clicking (X) button pop-up window will be close

Verify that after entering valid credentials, user should login into Mobile banking app application navigate to dashboard scree
Verify that on My Profile link, user should able to see the Logout link
Verify that Clicking on Logout button, Invoke logout API
Verify that after clicking on Logout , close the user's session
Verify that Clarien bank app on login page user should able to see the Forgot Password? Link should be display
Verify that Clicking on Forgot Password? Link, new page will be appear
Verify that on new page user need to enter the valid User ID and Registered email address in Online Banking or ebanking
Verify that these details in the online banking API to perform the validation for entered details.
Verify that if validation fails then display the error message on same screen that "Please provide the preferred Email ID as per
the bank records"
Verify that On next screen , User need to enter the 6 digit security code from Security token app
Verify that Thales API to valid the 6 digit security token
Verify that clicking on Next button
Verify that MFA token successfully message display

Verify that *Entered token is invalid, Please enter the valid token* validation message should be display
Verify that MFA token unsuccessfully message display
Verify that if validation success then page will be redirected to next screen to Set the New Password and Confirmation Passwo
along with password instruction
Verify that if the password not as per the password policy, then *Password does not meet Requirement* message should be
display
Verify that if new password and confirm password not same, then *new password and confirm password doesn't match*
message should be display
Verify that if user entered valid code, then "Your Password changed successfully" message will be display in the next screen.
Verify that on the success message screen , Login button should be display
Verify that user should able to login into the mobile app using new password
Verify that user should able to login into the online banking website using new password
Verify that ATM locator icon will be display on login screen
Verify that clicking on ATM locator icon, new pop-up window will be appear along with expand button
Verify that Clicking on Expand button, new page will be appear with heading ATM locator
Verify that clicking on any ATM locator icon, ATM details will be display
Verify that on login screen , user should be able to see the Exchange Rate icon botton of the panel
Verify that click on Exchange Rates link, new pop-up will be appear with the header name as Exchange Rates along with Expan
button
Verify that Clicking on Exchange rate, Invoke Exchange Rate API and display the result in the exchange rate pop-up

Verify that on Exchange Rates pop-up window, User should able to see the 3 section( Currency Code, BUY and SELL Columns)
Verify that current date is display on pop-up exchange rate
Verify that clicking on Expand button, new page will be appear with heading Exchange Rate
Verify that new page should able to see the 3 section( Currency Code, BUY and SELL Columns)
Verify that current date is display in the new page
Verify that clicking on Back button, page will be navigate to Login screen
Verify that when user entered invalid username and password, then error message should be display
Verify that if user entered valid username and password, then Page will navigate to next screen.
Verify that on next screen , display the message error in the same screen user need to enter the 6 digit security token from
token app
Verify that On next screen , User need to enter the 6 digit security code from Security token app
Verify that Thales API to valid the 6 digit security token,click on next screen
Verify that MFA token successfully message display

Verify that if entered token is invalid error validation message should be display
Verify that MFA token Unsuccessfully message display
Verify that on next screen user need to enter the New Password and Confirm Password fields are display
Verify that if the password not as per the password policy, then error message should be display

Verify that if new password and confirm password not same, then error message should be display
Verify that password as per password policy and new password, confirm password both are same then, clicking on submit
button, Page will be redirected to dashboard page. pop-up message should be display with OK button.
Verify that after entering valid details, User should be dashboard screen
Verify that on top left side, user should able to see the Profile name with link
Verify that on Clicking on Profile icon, list of profile settings page will be display
Verify that on profile icon user should display the Camera icon
Verify that clicking on Camera icon, Open your camera and Choose from Gallery buttons are display
Verify that clicking Open your camera, in the mobile phone device camera will be opened to captured the photo
Verify that clicking on Choose from Gallery button, In the mobile phone devices page will be redirected to phone gallery to
select the photo
Verify that re-login into the mobile app, selected photo will be display in the Profile picture on dashboard

Verify that user should able to change the photo from profile icon
Verify that clicking on Profile Setting , new page will be appear
Verify that on Profile Settings, User should able to see the E-mail field
Verify that clicking on E-mail, new page will be appear to update email address along with pencil icon and Submit button
Verify that on Profile Settings, User should able to see the Phone field
Verify that clicking on Phone, new page will be appear to update Phone along with pencil icon and Submit button
Verify that Help icon will be display on login screen
Verify that new page will be appear once user clicking on Help Icon
Verify that user should able to login sucessfully using valid credentials into Mobile banking app
Verify that after login into Mobile banking app, User should able to see the bell icon
Verify that Bell Icon,number of notifications will be appear
Verify clicking on bell icon, new page will be display with Alerts Heading
Verify that all the unread alerts will be highlighed in the blue
Verify that clicking each Alert, Number of notification will be descreased
Verify that if user read all the Alerts then , number will be set to 0
Verify that user should able to login sucessfully using valid credentials into Mobile banking app
Verify that should able to navigate into Profile Tab>> Profile Settings>> Password
Verify that Change Password link should be clickable
Verify that clicking on Change Password, New page will be appear with header Change Password
Verify that user should able to see the Old Password, New Password and Confirm Password fields.
Verify that Password instuction verbiage text should be present along with Submit button

Verify that user should able to enter the Old Password, New Password and Confirm Password values
Verify that using Change password API , Corebanking will Verify the Old Password entered by the user
Verify that if old password valid then then user success message should able display
Verify that if Old Password invalid,then "Old Password was entered is incorrect" message should be display

Verify that if the password not as per the password policy, then *Password Entered does not meet* message should be displa
Verify that if new password and confirm password not same, then *new password and confirm password doesn't match*
message should be display
Verify that user should able to login with new password in Online banking
Verify that user should able to login with new password in Mobile Banking App
Expected Result

Validate that on login screen user should able to see the "Have you registered the token"
Validate that "Have you registered the token" link should be clickable
Validate that page should navigated to online banking when user clicking on Click Here link
Validate that signup link should be display
Validate clicking on signup link, new page should be appear
Validate that user should be see the CIF ID, First Name, Last Name and DOB on screen

Validate that CIF id should accept only 10 digits number

Validate that CIF shouldn't accept less than 10 digits
Validate that CIF id shouldn’t accept greater than 10 digits
Validate that CIF id should accept the characters
Validate that first name is accepting 50 characters
Validate that Last name is accepting 50 characters
Validate that DOB field should be DD/MM/YY format
Validate that next button should be display
Validate that Corebanking API will validate the enter the details
Validate that *CIF ID / UserID / MasterCIFID.UserID is not found* message should shown on the screen

Validate user should able see the 6 digit security token screen
Validate user should able to enter the 6 digit security token
Validate that thales API will valid the 6 digit enter token
Validate that next button should be display
Validate that *Entered token is invalid, Please enter the valid token* message should display on the screen

Validate that user should navigate into Create User Credentials page
Validate that user should able to see the Username, New Password and Confirm Password fields
Validate that username should accept the 50 characters
Validate that New Password field should accept only 50 characters with asterk(*) format
Validate that Confirm Password field should accept only 50 characters with asterk(*) format
Validate that user should able to see the Terms & Conditions & Privacy Policy link with checkbox
Validate that Terms & Conditions & Privacy Policy, new pop-up page will be display with pdf format details
about the Terms & Conditions & Privacy Policy document, along with Close button
Validate that clicking on Close button, Pop-up will be Closed and user will be back to Create User
Credentials page
Validate that Code of Coduct link should be available, clicking on link new pop-up page will be display with
pdf format details about the Code of Conduct document along with Close button.
Validate that clicking on Close button, Pop-up will be Closed and user will be back to Create User
Credentials page
Validate that Marketing Consent link should be available, clicking on link new pop-up page will be display
with pdf format details about the Code of Conduct document along with Close button.
Validate that clicking on Close button, Pop-up will be Closed and user will be back to Create User
Credentials page
Validate that Password instruction should be display on the botton of the screen
Validate that submit button should be display
Validate that "Userid is already exists, Please change different userid" message should be display on the
screen.
Validate that *Entered New Password and Confirm password doesn't match* message should be display

Validate that user should navigated to Dashboard screen

Validate user created successfully in Salesforce
Validate that user account created successfully in the online banking
Validate that user should be able to login in the online banking using created credentials
Validate that user should able to see the following are fields.
Username
Password

Remember Me checkbox
Submit button
Signup link
Forgot Password link
Have You Registered token link

Validate that after entering valid user name and password , user should able to login successfully
Validate that user should able to see the MFA succesful message
Validate thar after entering invalid username and password, "Invalid username and password" message
should be display
Validate that user should able to see the MFA unsuccesful mesge
Validate that user should able to enter the 6 digit security token from aunticator app
Validate that Thales API should valid the 6 digit security token
Validate that next button should be display
Validate that *Entered token is invalid, Please enter the valid token* message should be display
Validate user should able to login into dashboard screen
Validate that when user entered username only,clicking on submit ,Invoke Login API and "Please enter
valid username and password" message should be display
Validate that when user entered Password only,clicking on submit ,Invoke Login API and "Please enter
valid username and password" message should be display
Validate that directly clicking on submit button without entering username and password , Invoke Login
API and "Please enter valid username and password" message should be display
Validate that user should able to click on Contact US icon
Validate that clicking on Contact US , Pop-up window will be appear with below details.

Clarien Head Office

Point House, 6 Front Street,
Ground Floor Hamilton HM11
+1 441 296 6969

Monday-Friday
8.30am-5.00PM

Validate clicking on (X) button, pop-up window will be closed successfully

Validate user should be able to login successfully and navigated to dashboard screen
Validate that user should able to click on My Profile link, able to see LogOut button
Validate that Logout API successfully invoked
Validate that clicking on Logout button, user should able to logout from Mobile banking app
 Validate that User should able to click on Forgot password link
Validate that clicking on Forgot Password? New page should be appear
Validate that user should able to enter the Username and Registered email address
Validate thar Forgot Password API will valid the entered details
Validate that ""Please provide the preferred Email ID as per the bank records" message should be display

Validate that user should able to see Enter 6 digit security token screen
Validate that thales API will valid the 6 digit enter token
Validate thar next button should be display
Validate that user should able to see the MFA succesful message
Validate that *Entered token is invalid, Please enter the valid token* message should display on the screen

Validate that user should able to see the MFA unsuccesful mesge
Validate that New Password and Confirmation Password along with password instruction should be display
on the screen
Validate that *Password does not meet Requirement* validation message should be display on the screen

Validate that *new password and confirm password doesn't match* message should be display on the
screen
Validate that "Your Password changed successfully" success message display on the screen
Validate that login button should be display
Validate user should able to login with new password in the Mobile banking
Validate user should able to login with new password in the online banking
Validate that ATM Locator icon will be clickable
Validate clicking on ATM locator icon, new pop-up window will be appear with ATM locator spots
Validate that clicking on expand button, ATM locator new page will be appear
Validate that ATM locator details will be display once user clicking on ATM locator icon (ATM name, Status,Address)
Validate that user should able to click on Exchange Rate icon
Validate that clicking on Exchange Rate new pop-up will be appear with the header name as Exchange
Rates along with Expand button
Validate that Exchange rate API invoke Successfully and result should be display as per the API response

Validate that user should able to see the Currency Code, BUY and SELL Columns in window pop-up
Validate that today's date should be display in the pop-up box of Exchange rate
Validate that user should able to click on expand button, new page should be appear as Exchnage Rate
Validate that user should able to see the 3 section( Currency Code, BUY and SELL Columns) new page
Validate that current date should be shown in the new page
Validate that Clicking back button in the exchange rate , page should navigated back to login screen
Validate that "Invalid username and Password" message should be display
Validate that user should success navigate to security token screen
Validate that "Your Password has been expired" pop-up message should display and clicking on OK button,
asked user to enter the 6 digit security token.
Validate that user should able to enter the 6 digit security token from authenticator app
Validate that thales API will valid the 6 digit entered token
Validate that MFA token successfully pop-up message should be display on the screen
Validate that "Entered token is invalid, Please enter the valid token" message should be display on the
screen
Validate that Authentication Failed pop-up message should be display on the screen
Validate that user should able to enter the New Password and Confirm Password
Validate that " *Password not as per the password policy*" message should be display on the screen
Validate that "New password and confirm password doesn't match" message should be display on the
screen
Validate that after clicking on submit button, Page is navigated to Dashboard screen and displaye the
message "Your Password has been updated" displayed
Validate that user should be able to login successfully in the mobile banking app
Validate that user should able to click on Profile name link
Validate that user should able to see the user profile icons
Validate that Camera icon should be clickable
Validate that user should able to see the Open your camera and Choose from Gallery
Validate that Mobile phone camera opened successfully

Validate that clicking on Choose from Gallery button, Page should navigated to Photo gallery icon to select photo
Validate that user should able to see the updated photo

Validate that user should able to change the photo successfully

Validate that user should able to navigate into new page after clicking on Profile settings
Validate that e-mail field should be appear in the Profile setting page
Validate that user should able to update the new email address once clicking on Pencil icon and clicking on submit but
Validate that Phone field should be appear in the Profile setting page
Validate that user should able to update the new email address once clicking on Pencil icon and clicking on submit but
Validate that Help icon should be clickable
Validate that new page will be appear Clarien Banking Customer Carre details after clicking on Help Icon
Validate that user should be login successfully Mobile banking app
Validate that user should able to see the bell icon in the Dashboard page
Validate that user should able to see the notification number
Validate that user should able to navigate into Alerts page sucessfully
Validate that user should able to see the unread alerts in the blue
Validate user should able to click on each alert, notification number should be descreased
Validate that if no new alert then 0 will be display in the bell notification alert
Validate that user should be login successfully Mobile banking app
Validate that user should be able navigate to Profile Tab>> Profile Settings>> Password page
Validate user should be able to click on Password icon link
Validate that New page should be display with header Change Password
Validate that usr able to see the Old Password, New Password and Confirm Password fields along with eye icon
Validate that user should able to see the Password instruction aling with submit button
Validate that user should able to enter the password in the Old Password, New Password and Confirm
Password fields
Validate user should successfully verify that Old Password using Change Password API
Validate that user should able to verify the old password successfully
Validate that "Old Password was entered is incorrect" message should display on the screen

Validate that "*Password Entered does not meet* message should display on the screen

Validate that *new password and confirm password doesn't match* message should display on the screen
Validate that user should able to login successfully with new password in the online banking
Validate that user should able to login successfully with new password in the Mobile banking
Fail Pass/Fail/Waiting Comment
Count
Pass
Pass
Pass
TBD
TBD

TBD
TBD
TBD
TBD
TBD
TBD
TBD
TBD
TBD
TBD

TBD
TBD
TBD
TBD
TBD

TBD
TBD
TBD
TBD
TBD
TBD
TBD

TBD

TBD

TBD

TBD

TBD

TBD
TBD
TBD

TBD
 TBD
TBD
TBD
TBD
TBD

Pass
Pass
Pass
Fail(2)
Pass
Pass
Pass
Pass
Pass
Pass
Pass
1
Pass
1
Pass
1
Pass
Pass

Pass
Pass

Pass
Pass
Pass
Pass
 Pass
Pass
Pass
Pass

Pass
Pass
Pass
Pass
Pass

Pass
Pass

Pass

Pass

Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Status,Address) Pass
Pass

Pass
Pass

Pass
Pass
Pass
Pass
Pass
Pass
TBD
TBD

TBD
TBD
TBD
Pass

TBD
Pass
 TBD
TBD

TBD

TBD
Pass
Pass
Pass
Pass
Pass
Pass

n to select photo Pass

Pass

Pass
Pass
Pass
clicking on submit butPass
Pass
clicking on submit butPass
Pass
Pass
TBD
TBD
TBD
TBD
TBD
TBD
TBD
Pass
Pass
Pass
Pass
g with eye icon Pass
Pass

Pass
Pass
Pass
Pass

1 Pass

1 Pass
1 Pass
1 Pass
Sr No Functionality Sprint
1 3/4/5

2 3/4/5
3 Apply Now 3/4/5

4 3/4/5

5 3/4/5
6 3/4/5
7 3/4/5

8 3/4/5
9 Apply now>>Loans 3/4/5
10 3/4/5

11 3/4/5

12 3/4/5
13 3/4/5
14 3/4/5
15 Apply now>>Cards 3/4/5

16 3/4/5

17 3/4/5

18 Apply now>>Chequebook 3/4/5

19 3/4/5

20 3/4/5
Apply now>>Chequebook>>Issue
21 Cheque book 3/4/5

22 3/4/5

23 3/4/5

Apply now>>Chequebook>>View or
Stop Issued Cheque
24 3/4/5
Apply now>>Chequebook>>View or
25 Stop Issued Cheque 3/4/5

26 3/4/5
27 3/4/5
Apply now>>Chequebook>>View or
Stop Issued Cheque>>Query on Cheque
28 book 3/4/5
29 3/4/5
30 3/4/5

31 3/4/5

32 3/4/5

33 3/4/5
Apply now>>Chequebook
34 Services>>View or Stop Issued 3/4/5
35 Cheque>>Query on on Issued Cheque 3/4/5
36 3/4/5

37 3/4/5

38 3/4/5

39 3/4/5

40 3/4/5
41 3/4/5

42 My Profile>> Feedback/Rate Us 3/4/5

43 3/4/5

44 3/4/5

45 3/4/5

FAVOURITE ACCOUNTS
46 3/4/5
FAVOURITE ACCOUNTS

47 3/4/5

48

49

50

51
52
Case Management
53
54

55

56
57

58

59

60

Customer Communication
61 Customer Communication

62

63

64

65

66

67
Test Cases
Verify that apply now link is showing in the my profile section

Verify that Clicking on apply now link, new page will be appear
Verify that Loans, Cards and Chequebook link are showing

Verify that Clicking on Loans, new page will be appear

Verify that on Loans Page, user will able to see the Home loan, Car Loan and Personal lo
Verify that user is able to select the anyone of the loan
Verify that Remarks free text box mandatory field is showing

Verify that user can able to click on Submit button

Verify that user can able to click on back button
Verify that user can able to see the Cards link on apply now page

Verify that On Card page, user can able to see the Credit and Debit Cards radio buttons

Verify that user can able to select the current value for selected Card
Verify that Remarks free text box mandatory field is showing
Verify that user can able to click on Submit button
Verify that user can able to click on back button

Verify that Clicking on apply now link, new page will be appear with the Chequebook lin
Verify that clicking on Chequebook , new page will be appear with heading
Chequebook services

Verify that Chequebook services, Issue Cheque book and View or Stop Issues Cheques li

Verify that clicking on Issue Cheque book, new page will be appear with below fields.
1.Account No. dropdown-List of associate account numbers
2. Account Name -Basis of account number name can be auto populated.
3.No. Of Chequebook- Increase number arrow is showing with dropdown
4. Verbiage text : Fee -*Please Refer to the Current fee and Rate schedules located on
www.Clarienbank.com*
5. Submit and Cancel button are showing bottom of the page

Verify that after clicking on Submit button, Success message is display

Verify that clicking on cancel button, page naviagte back to Chequebook service page.

Verify that clicking on Chequebook services, new page will be appear with the link as V
Verify that clicking on View or Stop Issued Cheque, new page will be appear with
heading View or Stop Issued Cheques
Verify that View or Stop Issued Cheque page,below 2 sections are showing.
Query on Cheque book
Query on on Issued Cheque
Verify that user can select anyone of the section Query on Cheque book or
Query on on Issued Cheque
Verify that on Query on Cheque book section, user can able to see the From and To
Date field with DDMMYY.
Verify that user can able to select the From and To date fields

Verify that after clicking on submit button, page will be navigated to results page
Verify that clicking cancel button, page should naviagte to previous page
Verify that user can able to select the Query on on Issued Cheque radio button

Verify that Query on on Issued Cheque section, Cheque Number From field is showing

Verify that Query on on Issued Cheque section, Cheque Number To field is showing
Verify that Query on on Issued Cheque section, Cheque Status dropdown field is
showing.

Verify that click on submit button,page is navigated to results page

Verify that clicking cancel button, page should naviagte to previous page
Verify that Feedback /Rate US link is showing in the My Profile page
Verify that click on Feedback /Rate US, new page will be appear with the heading
Feedback /Rate US
Verify that Feedback/Rate Us page, user can able to see the Rate Your Experience and
Tell Us What can be improved? Sections
Verify that Rate Your Experience section, user can see the *Are you satisficed with
service* along with 5 Stars(*) are display

Verify that Tell Us What can be improved? Section,below bullett points are showing
Overall Service
Customer Support
Speed and Effeciency
Banking Quality
Application enhancements
Validate that submit button is showing at the bottom of the page

Validate that clicking on submit button, success message pop-up is showing

Verify that Profile settings page, user cannot see the Favorite account link
Verify that dashboard page only we display all the accounts then which account
customer click on heart symbol it is considered as favourite account

Verify that heart symbol there for all accounts and should be in clickable mode
Verify that clicking on Heart Symbol for an account that account will be shown in the
top of User Account dashboard

Verify that each account in the "Favorite Accounts" list, the following details are
showing.
Account Type
Account Number
Available Balance
Current Balance
Total Holds
Verify that employee can accesses the Salesforce platform using their unique login
credentials
Verify that user can able to see the “Case Assignment Rule” After login click on gear
icon on left top side of the page

Verify that click to open the Case Assignment Rule Settings,

Email alert sent to the assigned employee notifying them of the Case assignment
Verify that On the Case Page, leverage the "Change Owner" button to seamlessly
update the owner of one or multiple cases, ensuring efficient delegation and
accountability.
Verify that user can able to select the Case or Cases
Verify that user can able to select the change Owner button from the Modal pop-up
Verify that after clicking on submit button, case owner has been changed
Verify that user can use Salesforce's standard entitlement management feature to
configure SLAs and entitlement settings.

Verify that user can able to access the below reportes in the Salesforces.
Standard Case Reports
Custom Reports
Dashboards
Drill-Down Capabilities
Scheduled Reports
Verify that Customer Communication template, field value are passed through API

Verify that Saving Account Opening template is triggered with below fields.
CIF_ID|Account Name|Currency|Scheme type (SBA/CAA/TDA)|Scheme Code|Scheme
Code Desc|Account Number|Available Balance|Date opened|Related Party Types
attached to the account
Verify that Acct Status change template will be triggered when from Dormant Status
to Active using Account name|Scheme type|ACCTno|Currency|Related Party Type
fields

Verify that Loan EMI pre notification (Before EMI due date) template will be triggered -
Due Date falls on holiday - previous day notification to be triggered. For emergency
holidays customer would be getting opertaive acct deducted 1 day before.

Customer name|Customer CIF|ACCTno|Due Date|Related Party Types attached to the

account (say, M, J C, J, J)
Verify that CD Maturity template will be triggered when Pre-Notification for CD
maturity with below fields.

Template Creation - Customer Names|Currency|Account Number|Principal Balance|

Maturity Amount|Current Interest rate|Maturity Date|Account Open Date|Related
Party Types attached to the account (say, M, J C, J, J)

Verify that Account Blocked template will be triggered due to CDD - Freeze - Real Time
notification when freeze is done in account with below fields.

Template Creation - Customer name|Scheme type| Scheme Code Desc|ACCTno|

Currency|Related Party Types attached to the account (say, M, J C, J, J)
Verify that E-Banking - LOGIN template will be triggered After migration, For first time
login with below fields..
Template Creation - Customer Name, Mobile Number, OTP

Verify that after updating the email E-Banking - EMAILU template will be triggered with
below fields.

Template Creation - Customer Name, Date, Time

Verify that beneficiaries template will be triggered when addition, modification or

deletion of beneficiaries from Online and Mobile Banking.

Template Creation - Customer Name, Beneficiary Name, Date

Verify that template will be triggered for workflow approver for transaction approvals
with below fields.

Template Creation - Requestor Name, Transaction Type

Verify that template will be triggered when the password is changed by Retail user
with below fields.

Template Creation - Customer Name

Expected Result Fail Count
Validated that apply now link should be present
Validated that after clicking on apply now link , new page will be appear with heading
Apply now
Validated that Loans, Cards and Chequebook radio buttons should be present

Validated that after clicking on Loans link, new page wil be appear with heading Loans
Validated that user should able to see the Home Loan, Car Loan and Personal Loan as
radio buttons.
Validated that user should able to select anyone of the loan type
Validated that user should able to enter the text on Remarks free text box
Validated that After Clicking on Submit button, Success message should be display
along with OK button 2
Validated that After clicking on back button, Page navigated back to Loans Page
Validated that user should able to click on Cards link
Validate that user should able to select credit Card or Debit Card anyone of the radio
buttons

Validate that BMD and USD currency should be display in the dropdown,default BMD
Validated that user should able to enter the text on Remarks field free text box
Validated that After Clicking on Submit button, Success message should be display 2
Validated that After clicking on back button, Page navigated back to Loans Page
Validate that after clicking on Apply now, new page should be appear with
Chequebook link
Validate that new page will be appear as Chequebook services heading should be
display when user clicking on Chequebook link
Validate that on Chequebook services page, Issue Cheque book and View or Stop
Issues Cheques links should be available

Validate that clicking on Issue Chequebook, new page should be appear with below
fields.
1. Account No. dropdown- List of Associated Account numbers should be display.
2. Account Name- Basis of selection Account number , Name should be display.
3. No. Of Chequebook- Increase number arrow should be display with dropdown
4. Verbiage text should be present: Fee -*Please Refer to the Current fee and Rate
schedules located on www.Clarienbank.com*
5. Submit and Cancel buttons should be display at the bottom of the page.
Validate that after clicking on Submit button, Chequebook will be delivery to mailling
address success message should be display 2
Validate that clicking on Cancel button, page should navigated back to Chequebook
services page
Validated that View or Stop Issued Cheque link should be display on Chequebook
Services page
Validated that clicking on View or Stop Issued Cheque link, new page will be appear
with heading as View or Stop Issued Cheques
Validate that View or Stop Issued Cheque page,below 2 sections should be display with
radio button.
Query on Cheque book
Query on on Issued Cheque
Validate that user should able to select anyone of the radio button Query on Cheque
book or Query on Issued Cheque

Validate that From and To Date fields should be display with DDMMYY format
Validate that user should able to select the From and To Date fields from calendar 2
Validate that after clicking on submit button, new page will be appear with results
page along with Account number Cheque book details, Current status of the cheque
Date
Validate that user should able to navigated back to Chequebook Services page
Validate thar user should able to select the Query on on Issued Cheque radio button
Validate that Cheque Number From field should be display and user is able to emter
the chequebook number
Validate that Cheque Number To field should be display and user is able to emter the
chequebook number
Validate that user should able to select the Cheque Status dropdown value, default
value should be ALL
Validate that after clicking submit button, page navigated to result page with From and
To cheque numbers along with each cheque status should be display
Validate that user should able to navigated back to Chequebook Services page
Validate that Feedback /Rate US link should be display on My Profile page
Validate that clicking on Feedback /Rate Us, new page should be appear with heading
Feedback /Rate Us 1
Validate that Rate Your Experience and Tell Us What can be improved? Sections should
be display
Validate that Your Experience section, user should able to see the verbiage text *Are
you satisficed with service* along with 5 Stars(*) are display

Validate that Tell Us What can be improved? Section,below bullett points should be
display
Overall Service
Customer Support
Speed and Effeciency
Banking Quality
Application enhancements
Validate that Submit should be display on bottom of the page

Validate that *Your Feedback Successfully Submitted* pop-up success message should
be display and clicking Home button, page should navigated back to Dashboard screen 2
Validate that Favorite account link shouldn't be display
Validate that dashboard page should display all the accounts Customer click on heart
symbol it is considered as favourite account
Validate that heart symbol should be there for all accounts and should be in clickable
mode
Validate thar clicking on Heart Symbol for an account that account should be display
on the top of User Account dashboard

Validate that ach account in the "Favorite Accounts" list, the following details should
be display
Account Type
Account Number
Available Balance
Current Balance
Total Holds
Validate that employee should able to access the Salesforce platform using their
unique login credentials
Validate that user should able to see the “Case Assignment Rule” After login click on
gear icon on left top side of the page
Validate that click to open the Case Assignment Rule Settings and
Email alert should be sent to the assigned employee notifying them of the Case
assignment

Validate that "Change Owner" button should to be seamlessly update the owner of
one or multiple cases, ensuring efficient delegation and accountability.
Validate that user should able to select the Case or Cases
Validate that user should able to select the Change Owner Modal Pop-up button
Validate that case owner changed successfully after clicking on submit button
Validate that user can use Salesforce's standard entitlement management feature to
configure SLAs and entitlement settings.

Validate that user should able to access below report in the salesforces Case
management.
Standard Case Reports
Custom Reports
Dashboards
Drill-Down Capabilities
Scheduled Reports
Validate that Customer Communication templates, field value should be passed through API

Validate that Core - OPNOT Saving Account Opening Template should be triggered
with all required fields..

Validate that Core -DOACT template should be triggered with all required fields.

Validate that Core -EMPRE Template should be triggered with all required fields.
Validate that Core - CDMAT template should be triggered with all required fields.

Validate that Core - ACBLK template should be triggered with all required fields.

Validate that E-Banking - LOGIN template should be triggered with all required fields.

Validate that E-Banking - EMAILU template should be triggered with all required fields.

Validate that E-Banking - PAYM template should be triggered with all required fields.

Validate that E-Banking - WRKF template should be triggered with all required fields.

Validate that E-Banking - PWDCA template should be triggered with all required fields.
 Pass/Fail/Waiting Comment
Pass

Pass
Pass

Pass

Pass
Pass
Pass

Pass
Pass
Pass

Pass

Pass
Pass
Pass
Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass

Pass
Pass

Pass

Pass
Pass

Pass
Pass
Pass

Pass

Pass

Pass

Pass
Pass
Pass

Pass

Pass

Pass

Pass
Pass

Pass
Pass

Pass

Pass
Pass

Pass