SaFi Bank Space : Back-Office Testing Scenarios (incomplete)

Login - compare to designs

• as designed

Login - Follow the above link to BOFE app and click on login button

• In case of active valid session, will be redirected to app

• In case of invalid session, Okta login will be present

Okta login screen, try

• changing password

• forgotten password recovery

• Successfully changed password

• Successfully recovered password

Logout - Press the logout button in upper-right user menu.

• Session invalidated and new login requested

• Redirect to login screen

Logout - user is not logged in

Try accessing BOFE different urls

• Each url will redirect to login

• Upon successful login, user will be redirected back to the original url

Access reports menu without proper permission: https://bofe.apps.stage.safibank.online/user/reports

• restricted

• redirected to main page

Test view/edit restriction according to

https://advancegroup.larksuite.com/sheets/shtuskAWaWrvfpv3JKOlKwPYKcm?sheet=EZ5mpf

• restrictions correctly applied

Search - compare to designs

• as designed

Search phone

try entering valid phone number of customer account (note the dev/stage db)

• customer result will be displayed

• in case of multiple accounts, all of them will be displayed, but only one will have verified phone number

• otherwise immediately redirected to customer dashboard

Search phone

try entering invalid phone number

• more than 10 digits

• other than digits

• with special characters, like space or slash

• validation restriction in effect

Search email

try entering valid email of customer account (note the dev/stage db)

• customer result will be displayed

• emails are not verified

• in case of multiple accounts, all of them will be displayed, but only one will have verified phone number

• otherwise immediately redirected to customer dashboard

Search phone

try entering invalid email

• validation restriction in effect

Search name and birth date

enter valid customer date. Middle name is optional

• customer result will be displayed

• when middle name is provided, only customers matching this exact criteria will be searched)

Search customer id

enter valid customer id

• only one result, immediately redirected to customer dashboard

Search customer id

enter invalid customer id (too long, short, excluding dashes and whitespace)

• validation restriction in effect

Search customer account number

enter valid customer number

• only one result, immediately redirected to customer dashboard

Search customer account number

enter invalid customer number (too long, short, including text and special characters and whitespace)

• validation restriction in effect

Top menu - compare to designs

• as designed

Top menu - check name and roles

• available at all time

Top menu - check invalid

• no name

• no roles

Respective:

• name empty

• no role displayed

Left-side main menu - compare to designs

• as designed

Try menu open / close

• will stay on top and open / close when clicked

Try left-side main menu in various states

• no customer searched

• searched customer without finished onboarding and active account

• searched active customer with all products

respective results:

• just search icon

• not available product pages disabled

• all menu items visible and working properly

User menu - compare to designs

• as designed

Check user menu restrictions

• checker menu if not checker

• reports if not admin

• menu items not visible / accessible

Notifications Menu

N/A

Dashboard - compare to designs

• as designed

Reveal phone number

• number visible

• attempt logged in the audit log

Customer summary - compare to designs

• as designed

Compare data with mobile app

• subscription

• main account balance

• alkansafe balance

• total credit balance

• personal loan

• overdraft

• total debit balance

• identical with mobile app

Customer profile - compare to designs

• as designed

Subscription - compare data with mobile app

• your subscription plan

• your subscription usage

• view plans

• like in mobile app

Subscription - edit

• change subscription to higher plan

• change subscription to lower plan

• compare changes with mobile app (incl. dates)

• correctly changed after maker-checker process

Subscription - edit

• when change is planned

• not possible

Subscription - edit

• waive fee

• fee waived if applicable

• not available, if waiving restricted by product settings

Submit

• submit the same data

• submit empty states (if possible)

• restrictions are applied

Reset

• reset changes

• original state / data restored