Folio Master Test Cases

Important Cases

TC0101

User should be able to search for a folio by entering the folio name or the folio number and selecting the class.

TC0102

If searched string of folio name doesn't match then search result screen is refreshed with the message "Member name "Suneetha" not available".The user can search again or create a new member by clicking on create link.

TC0103

If part of the given string in folio name search matches, then a list should appear with the matching string.

TC0104

If user's search string gets accurate match then only matching record should be displayed.

TC0105

When a specific folio is clicked to view further details, heading should display folio number and folio name.

TC0106

While modify, "Class", "Branch Name" and "Member Number" fields should be visible and non editable.

TC0107

While modify, upload a "Photo" in "JPEG","JPG","PNG","BMP" formats only. It should be accepted.

TC0108

While modify, enter "Employee Code" as "567". It should be accepted.

TC0109

While modify, first select the "Initials" from the given dropdown list. Enter "Member Name" as "first name - Advait, middle name - Raviraj, surname - Shimpi". It should be accepted.

##### TC0110

While modify, enter "Status" as "N - Normal". It should be accepted.(doubt in create it is drop down list).

TC0111

While modify, enter "Old Member Number" as "8701". It should be accepted.

TC0112

While modify, select the "Customer Type" from the given dropdown list.

TC0113

While modify, enter "Company Reference Number" as "23456". It should be accepted.

TC0114

While modify, enter "GST Number" as "1234". It should be accepted.

TC0115

While modify, select the "Sex" from the given options. It should be accepted.

TC0116

While modify, select the "Initials" from the given dropdown list. Enter "Father/Spouse Name" as "first name - Raviraj, middle name - Dhirendra, surname - Shimpi". It should be accepted.

TC0117

While modify, select the "Initials" from the given dropdown list. Enter "Mother Name" as " first name - Shilpa, middle name - Raviraj, surname - Shimpi". It should be accepted.

TC0118

While modify, select the "Caste" from the given dropdown list. It should be accepted.

TC0119

While modify, select the "Religion" from the given dropdown list. It should be accepted.

TC0120

While modify, select the "Nationality" from the given dropdown list. It should be accepted.

TC0121

While modify, select the "Occupation" from the given dropdown list. It should be accepted.

TC0122

While modify, select the "Marital Status" from the given options. It should be accepted.

TC0123

While modify, enter "Marriage Date" as "15/11/1998". It should be accepted.

TC0124

While modify, enter "Children" as "2". It should be accepted.

TC0125

While modify, enter "DOB" as "25/12/1969". It should be accepted.

TC0126

While modify, enter "JOD" as "11/08/1989". It should be accepted.

TC0127

While modify, enter "Member Date" as "07/09/1993". It should be accepted.

TC0128

While modify, enter "Retire Date" as "24/12/2029". It should be accepted.

TC0129

While modify, select the "Designation" from the given dropdown list. It should be accepted.

##### TC0130

While modify, enter "Basic salary" as "2,50,000.00". It should be accepted.

TC0131

While modify, select the "Recovery Group" from the given dropdown list. It should be accepted.

TC0132

While modify, select the "Recovery Area","Recovery Department" and "Recovery Office" from the given dropdown list. It should be accepted.

TC0133

Clicking save button, modified changes should go for the approval process.

TC0134

In approval process, there should be a task list visible only to the appropriate/authorised person.

TC0135

On click of "Approve" button on Folio modify approval screen, the modified details should be updated. An information message should be seen on task list.

TC0136

On click of "Reject" button on Folio modify approval screen, the modified details should not be updated. A relevant information message should be seen on task list.

TC0137

While create, select the "Class" from the given options. It should be accepted.

TC0138

While create, "Member Number" should be disabled. It should be auto populated with a temporary number in the following format "DD/MM/005" on the click of save button.

TC0139

While create, upload a "Photo" in "JPEG","JPG","PNG","BMP" formats only. It should be accepted.

TC0140

While create, enter "Employee Code" as "1234". It should be accepted.

TC0141

While create,select the "Initials" from the given dropdown list. Enter "Member Name" as "first name - Abc, middle name - Mno, surname - Xyz". It should be accepted.

TC0142

In create step 1, if class A is selected then status should change to N - Normal automatically.

While create,(for Class B) select "Status" from the given dropdown list. It should be accepted.

While create,(for Class C) select "Status" from the given dropdown list. It should be accepted.

TC0143

While create, select "Branch Name" from the given dropdown list. It should be accepted.

TC0144

While create, enter "Old Member Number" as "9860". It should be accepted.

TC0145

While create, select "Customer Type" from the given dropdown list. It should be accepted.

TC0146

While create, enter "Company Reference Number" as "456789". It should be accepted.

TC0147

While create, enter "GST Number" as "2345AU25672". It should be accepted.

TC0148

While create, select "Sex" from the given options. It should be accepted.

TC0149

On click of next button in step 1 create, if the class is selected as A class a confirmation dialog box should be displayed to verify the entry of status field.

On click of Yes button from confirmation dialog box user proceeds to step 2 of folio creation.

On click of No button from confirmation dialog box the user will be able to change the value of status field.

TC0150

While create,select the "Initials" from the given dropdown list. Enter "Father/Spouse Name" as "first name - Abc, middle name - Mno, surname - Xyz". It should be accepted.

TC0151

While create,select the "Initials" from the given dropdown list. Enter "Mother Name" as "first name - Abc, middle name - Mno, surname - Xyz". It should be accepted.

TC0152

While create, select the "Caste","Religion","Nationality" and "Occupation" from the given dropdown list. It should be accepted.

TC0153

While create, select the "Marital Status" from the given options. It should be accepted.

TC0154

While create, enter "Marriage Date" as "15/11/1998". It should be accepted.

TC0155

While create, enter "Children" as "2". It should be accepted.

TC0156

While create, enter "DOB" as "25/12/1969". It should be accepted.

TC0157

While create, "Retire Date" field should be disabled initially. The field should be auto populated based on the following calcluation : Retire Date = DOB + Bank retirement age.

Note: Retirement age of a specific bank has to be verified before conducting the test.

TC0158

While create, enter "JOD" as "11/08/1989". It should be accepted.

TC0159

While create, enter "Member Date" as "07/09/1993". It should be accepted.

TC0160

While create, select the "Designation" from the given dropdown list. It should be accepted.

TC0161

While create, enter "Basic salary" as "2,50,000.00". It should be accepted.

TC0162

While create, select the "Recovery Group", "Recovery Area","Recovery Department" and "Recovery Office" from the given dropdown list. It should be accepted.

TC0163

For class C members, create will have only the first page. Save button should be available instead of next button. Employee code, old member number, photo, company reference number, GST number fields should be disabled.

The page heading should be changed to "Folio Create".

TC0164

On step 3 of folio Create(Calss A and Class B) by clicking next button, folio create should be directed to the identification create process.

TC0165

In Identification create page, photo should appear by default taken from folio create page.

If necessary the photo should be re-uploaded.

TC0166

In identitfication create page, "Signature" should be uploaded in the "PNG","JPG","JPEG","BMP" and "PDF" formats only.

TC0167

In identification create page,"Photo" and "Signature" must be uploaded.

TC0168

For Class C members, on click of next button, identification create process should be skipped.

TC0169

On click of Save button of identification create page, member address create confirmation dialog box should appear.

TC0170

On click of "YES" button(Member Address Create Confirmation dialog box), user should be directed to folio address create page.

TC0171

If "YES" button of Member Address Create Confirmation dialog box, was clicked unintentionally the user should be able to click on skip button and return to previous stage.

TC0172

If "NO" button of Member Address Create Confirmation dialog box is clicked, user should receive another confirmation dialog box asking "Do you want to upload relevant documents now?".

TC0173

While address create, enter "Document Serial Number" as "1234". It should be accepted.

TC0174

While address create, select "Address Type" one of the given options. It should be accepted.

TC0175

While address create, enter "Address 1" as "Bhavani Peth". It should be accepted.

TC0176

While address create, enter "Road - Street" as "Lane no. 3". It should be accepted.

TC0177

While address create, enter "Near - Opposite" as "Near Petrol pump". It should be accepted.

TC0178

While address create, enter "City - Village" as "South Solapur". It should be accepted.

TC0179

While address create, select the "State" from given dropdown list.It should be accepted.

TC0180

While address create, select the "District" from the given dropdown list. The district list should be displayed according to the state selected.

TC0181

While address create, select the "Taluka" from the given dropdown list. The taluka list should be displayed based on the district selected.

TC0182

While address create, enter "PIN code" as "413007". It should be accepted.

TC0183

While address create, pin code field should not be empty.

TC0184

By clicking save button of Address Create Page, the address create continue confirmation dialog box should appear.

TC0185

On click of "YES" button(address create continue confirmation dialog box),a blank create address page should open.

TC0186

On click of "NO" button(address create continue confirmation dialog box),document upload confirmation dialog box should appear.

TC0187

On click of "YES" button(Document Upload Confirmation Dailog Box), user is directed to "Document Create" page.

TC0188

If "YES" button of Document Create Confirmation dialog box, was clicked unintentionally the user should be able to click on skip button and return to previous stage.

TC0189

While document create, "Branch Name" should be auto populated and non editable.

TC0190

While document create, select "Document Type" from the given dropdown list.

TC0191

While document create, enter "Document Number" as "R0098654". It should be accepted.

TC0192

While document create, enter "DOB" , "Document Date", "Document Expiry Date" fields which are editable based on "Document Type" selected.

TC0193

While document create, upload a copy of document in "JPG","JPEG","PNG","BMP" and "PDF". It should be accepted.

TC0194

By clicking save button of Document Create Page, the document create continue confirmation dialog box should appear.

TC0195

On click of "YES" button(document create continue confirmation dialog box),a blank create document page should open.

TC0196

On click of "NO" button(document create continue confirmation dialog box),a new folio number, identification, address, document created go through approval process. All the approvals should be seen as a single set in approver's task list.

TC0197

On click of "Approve" button on Approve Create Identification screen, Folio Create approval screen should appear.

TC0198

On click of "Approve" button on Folio create approval screen, auto posting should complete and folio address create approval screen should appear.

TC0199

On click of "Approve" button on Folio Address create approval screen, Folio Address is approved and created.

TC01100

When a new folio created is approved, the actual folio/member number should be assigned.

TC01101

On click of "Reject" button on Identification create approval screen, the whole approval and folio creation process should be rolled off/stopped.

TC01102

On click of "Reject" button on folio create approval screen, the whole approval and folio creation process should be rolled off/stopped.

TC01103

On click of "Reject" button on folio address create approval screen, folio address is not created. The identification and folio creation process continues.

TC01104

As per the create screens,entered by the user and approvals received, the below mentioned process should be followed accordingly:

• CASE 1: Record should be inserted in FOLIOMST, IDENTIFICATIONMST, FOLIOADDRESSMST, DOCUMENTMST.

• CASE 2: Record should be inserted in FOLIOMST, IDENTIFICATIONMST, FOLIOADDRESSMST.

• CASE 3: Record should be inserted in FOLIOMST, IDENTIFICATIONMST.

Other Test Cases

TC0201

"Customer Type" field should not be empty in both create and modify.

TC0202

While create, upload a "Photo" in "GIF","PDF". It should not be accepted.

TC0203

While modify, upload a "Photo" in "GIF","PDF". It should not be accepted.

TC0204

In create page, every field should be empty or blank by default.

TC0205

On click of "Address" link from "Folio Address View" screen, should be directed to address view screen.

TC0206

On click of "Contact" link from "Contact View" screen, should be directed to contact view screen.

TC0207

On click of "Identification" link from "Indentification View" screen, should be directed to identification view screen.

TC0208

On click of "Document" link from "Document View" screen, should be directed to document view screen.

TC0209

On click of "Nomination" link from "Nomination View" screen, should be directed to nomination view screen.

TC0210

During document create process,"Document Number" and "Document Date" should be compulsorily entered.