UAT Test Case Tracker

Verify document checklist generated for New Term Loan with Property collateral.

System generates onboarding, financial, facility, property collateral, and control documents.

Verify Enhancement application requires revised approval memo.

Revised Approval Memo and Updated Facility Documentation are displayed.

Verify High Risk customer requires Enhanced Due Diligence checklist.

Enhanced Due Diligence Checklist and High Risk Approval Note are required.

Verify Overdraft with Fixed Deposit collateral requires FD Receipt.

Fixed Deposit Receipt and Set-off Letter are required.

Verify Trade Line application displays trade facility documents.

Trade Facility Agreement and Supporting Trade Documents are required.

Verify Bank Guarantee application displays BG Application Form and Counter Indemnity.

BG Application Form, Counter Indemnity, and Beneficiary Details are required.

Verify Credit Admin can update document completion status.

Status is updated in UI and stored locally for the browser session.

Verify Approver can view missing document exception impact.

Impact analysis displays waiver workflow, exception tracking, and approval controls.

Verify approval route escalates when exposure, risk level, and exception severity increase.

System recommends Group Credit Committee with maker-checker controls and escalation triggers.

Verify approval override requires reason and audit evidence.

Override is blocked until authorized role and reason are captured.

Verify pending policy exceptions appear with severity, owner, mitigation, and aging.

System displays exception owner, mitigation, approval tier, aging, and control evidence.

Verify pipeline dashboard highlights bottlenecks and overdue cases.

Dashboard displays aged cases, pending owner, exception volume, and document readiness.

Verify Case 360 consolidates case profile, lifecycle status, readiness gates, exceptions, UAT evidence, and BA recommendation.

System displays customer, facility, exposure, owner, stage, lifecycle steps, readiness gates, linked exceptions, UAT evidence, CRs, and next best actions.

Verify release posture becomes Not Ready when any readiness gate is blocked.

System displays Not Ready when any readiness gate has Block status, and shows Controlled Watch when only Watch gates remain.

Verify proposed property evidence rule identifies missing Land Search Report implementation.

Test Lab reports a controlled design gap for DOC046 and prevents rule approval or activation.

Verify aggregate group exposure is included in proposed approval routing impact analysis.

Impact analysis identifies Group Exposure Schedule, delegated authority, affected roles, and regression scope.

Verify every generated credit memo section shows source lineage, governed rules, confidence, and evidence status.

Every section shows source fields, business rule IDs, confidence, status, and no unsupported evidence blocker.

Verify unsupported evidence and disabled responsible AI controls block memo approval.

Unsupported sections remain Needs Evidence and memo posture remains Blocked.

Verify a critical data element traces from system of record to credit decision output.

Full lineage and the critical valuation-date issue are visible with downstream approval impact.

Verify the value case recalculates benefit, payback, and ROI when assumptions change.

Annual benefit, hours released, payback, net benefit, ROI, and recommendation refresh immediately.

Verify any blocking release gate produces a No-Go recommendation.

Release posture becomes No-Go and the blocking gate is included in the exported decision pack.

Verify every cutover step has owner, validation, and rollback trigger.

Each step contains an accountable owner, completion validation, and explicit rollback condition.

Verify a waiver maker cannot approve the same document waiver.

Approval is blocked until maker and approver roles are separated.

Verify document aging produces On Track, Watch, and Breach status.

SLA status and package posture update while document layout remains stable.

Verify package summary includes readiness, waivers, SLA risk, blockers, and BA recommendation.

Summary posture and exported fields reflect the controlled document state.