Stakeholder View
Role-Based View
Switch between RM, Credit Analyst, Approver, Credit Admin, and System Admin views to see role-specific UAT queues, CR impact, and control focus.
Role Lens
Switch role to see different delivery focus and open work.
Role UAT Cases
4
Open Items
3
Failed / Blocked
2
Impacted CRs
6
CR001, CR002, CR003, CR004, CR005, CR006
RM Focus
Prepare complete application package and resolve missing document actions.
Mandatory document completeness
Waiver justification
Customer communication
Sign-off Guidance
- Open high-priority UAT items should be resolved before release sign-off.
- Change requests impacting this role should be reflected in UAT regression scope.
- Failed cases require defect ID and retest evidence.
Role UAT Queue
Verify document checklist generated for New Term Loan with Property collateral.
Checklist generated as expected.
Verify Trade Line application displays trade facility documents.
Planned for next UAT cycle.
Verify Bank Guarantee application displays BG Application Form and Counter Indemnity.
Blocked pending product document mapping confirmation.
Verify RM cannot proceed if mandatory documents are missing unless waiver is approved.
Submission block wording requires refinement.
Impacted Change Requests
Allow waiver for missing financial statement
Allow waiver only with approver authorization, mandatory justification, supporting remarks, and audit trail. Waived cases should be highlighted in approval memo and exception report.
Add collateral type Corporate Guarantee
Add Corporate Guarantee Agreement, Board Resolution, and Authorized Signatory Verification as mandatory documents. Include regression testing for other collateral types.
Make Enhanced Due Diligence mandatory for High Risk customers
System should block submission if EDD checklist is missing for High Risk customers. EDD status should be visible to Credit Analyst and Approver.
Add UAT tracking for failed test cases
All failed high-priority test cases must be retested and passed before sign-off. UAT dashboard should highlight failed cases with missing defect IDs.
Introduce risk-based approval routing
Adopt transparent risk-based routing with threshold rules, override reason codes, maker-checker validation, and traceability to UAT regression scenarios.
Add Credit Case 360 lifecycle view
Introduce Case 360 as an evidence-led view. Release posture should be derived from readiness gates, not manually selected, and every blocker should map to owner, requirement, UAT case, and evidence.
Why This Adds Value
This view shows that the same system enhancement affects each banking role differently. That is the kind of stakeholder thinking hiring managers expect from a strong Banking BA.