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Avatar CFMS 2024 Monthly Release 2024.01.00 Acceptance Tests

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Update 2 Summary | Details
Guardiant - metric processing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Guardiant
Scenario 1: Guardiant Metric Processing/Data - Validations (Avatar CFMS)
Specific Setup:
  • Have a system configured for "Guardiant" reporting
  • Logged in user has access to the "Guardiant" form in Avatar and the "Guardiant" application
Steps
  1. Open form "Guardiant"
  2. Click [Test Daily Collection]
  3. Click [Yes] to the warning message
  4. Validate message "Test Succeeded" is displayed
  5. Click [Test Metrics Collection]
  6. Validate message "Test Succeeded" is displayed
  7. Click [Yes] to the warning message
  8. Validate message "Test Succeeded" is displayed
  9. Log into "Guardiant"
  10. At the "Client Search", select the desired client account number
  11. In the right-hand corner, click the menu icon
  12. Select "Grafana"
  13. Click "Dashboards"
  14. Select "DSC Metrics Summary" dashboard
  15. From the "Metrics" field drop down list, select "Number of CFMS transactions"
  16. Hover over the current date and a previous date on the graph
  17. Validate the values displayed, are as expected
Topics
• Individual Transaction Posting
Update 3 Summary | Details
Transaction Posting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (CFMS)
  • Account Registration
  • Fast Transaction Posting
  • Crystal Report Viewer
  • Individual Transaction Posting
  • Check/Receipt Report
  • Individual Transaction Upload
  • Account Summary
Scenario 1: CFMS - Check/Receipt Report - Validate data
Specific Setup:
  • Registry Setting: Avatar CFMS->Account Management->Fast Transaction Posting->->->Generate Receipt Upon Filing" = Y.
  • Fast Transaction Posting: Create a posting for a client account.
  • Individual Transaction Posting: Post the transaction.
Steps
  1. Open "Check/Receipt Report" form.
  2. Process the report from the client account in Setup.
  3. Validate that the report contains the correct data.
  4. Close the report.
  5. Close the form.
Scenario 2: "Individual Transaction Upload" supports greater than 40 characters in the upload file name
Specific Setup:
  • An import text file with more than 40 characters in the file name is required A maximum of 100 characters is allowed.
  • The file contains more than one transaction. Note the client information in the transactions.
  • Account Summary is used to review the client balance information.
Steps
  1. Open "Individual Transaction Upload" form.
  2. Enter the text file name in the 'File Name' field and tab out of the field.
  3. The full file name displays.
  4. Click [Submit].
  5. Click [OK] when the message "Upload complete" displays.
  6. Click [No] on the "Submitting has completed. Do you wish to return to the form?" dialog.
  7. Open "Account Summary" form.
  8. Process the report for the clients in the transactions to review the activity.
  9. Close the report.
  10. Click [No] on the "Account Summary has completed. Do you wish to return to the form?" dialog.
Individual Transaction Upload
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (CFMS)
  • Account Registration
  • Individual Transaction Upload
  • Account Summary
Scenario 1: "Individual Transaction Upload" supports greater than 40 characters in the upload file name
Specific Setup:
  • An import text file with more than 40 characters in the file name is required A maximum of 100 characters is allowed.
  • The file contains more than one transaction. Note the client information in the transactions.
  • Account Summary is used to review the client balance information.
Steps
  1. Open "Individual Transaction Upload" form.
  2. Enter the text file name in the 'File Name' field and tab out of the field.
  3. The full file name displays.
  4. Click [Submit].
  5. Click [OK] when the message "Upload complete" displays.
  6. Click [No] on the "Submitting has completed. Do you wish to return to the form?" dialog.
  7. Open "Account Summary" form.
  8. Process the report for the clients in the transactions to review the activity.
  9. Close the report.
  10. Click [No] on the "Account Summary has completed. Do you wish to return to the form?" dialog.
Topics
• Database Management • CFMS • Individual Transaction Upload
 

Avatar_CFMS_2024_Monthly_Release_2024.01.00_Details.csv