Xactly CEA: Pre-UAT Preparation
Pre-UAT Preparation checklist
- Finance team to attend CEA Walkthrough.
Finance team to create UAT test cases.
- Test cases defined here.
- @broncato Assign UAT test cases to the testers.
- @broncato Have production and/or sandbox data ready for integration testing.
- @broncato Verify system access for all testers (Incent, CEA, JIRA for ticket tracking).
@broncato UAT logistics (who, where, when, etc).
- UAT will be tracked in this issue.
- If you find an error, report the issue in JIRA and assign it to Bill Tang; they will reassign if necessary.
- Include AT MINIMUM the name of the Object with corresponding Model, Portfolio that you were testing, the period, the result you were expecting vs the result you saw.
- The more detail you provide reporting an issue, the quicker it will be resolved (e.g. "US Model for Deferred Commission Expenses in Jan-2018 shows capitalization of $1,000,000, but I expect $500,000" will be resolved in 5 minutes, whereas "the US Model looks wrong" will take 6 hours).
- Once you log the issue MOVE ON to the next test case that is not dependent on the answer of the case that failed.
- Once the issue is resolved, it will be reassigned to the person who opened the issue with a status of "Retest", please retest the issue as quickly as possible and either close it as "Resolved" or reassign it back to the CC if you still see an issue, with a note about what the current issue is.
- If the issue you report is determined to be a new requirement or change to the documented requirements in the FRD, those issues will be put in the parking lot and reviewed after UAT is complete.
- Run multiple periods of data, AT MINIMUM 1 full quarter.
- Test data sets with production e.g. commission counts and values via integration (integration).
- Be sure to process a full monthly cycle, including closing the period and reviewing adjustments.
- Use end user reports and validation reports to validate results.
- Review edge cases and outliers (negative results, claw-backs, adjustments, churns etc).