skip to Main Content
  1. Home
  2. /
  3. Docs
  4. /
  5. Self-Service CDs
  6. /
  7. Test Cases for Self Servi...

Test Cases for Self Service CDs

CD Management Page

Test Case 1: The user is logged in and clicks on the CD Maturity Options menu under Account Services in the left-side navigation menu.

Expected Outcome: System displays available Certificate of Deposit accounts (if any exist) for the logged-in user.

Test Case 2: User does not have any certificates.

Expected Outcome: Message displayed: “You currently do not have any eligible CD accounts.”

Test Case 3: User has certificates associated with their login.

Expected Outcome: Certificates displayed with: Account Type, Account Number, Maturity Date, Current Balance, Interest Rate, and APY for each certificate.

Test Case 4: Display only the specific types of CDs based on the ALL_SUB_ACCOUNT_TYPES wedge configuration

Expected Outcome: Only CD account types whose account type IDs are present in the ALL_SUB_ACCOUNT_TYPES wedge configuration should be displayed.

Test Case 5: Disable the Manage button on certificate tiles when the respective CD is not in the grace period, based on the wedge configuration.

Expected Outcome: The Manage button should be disabled for certificates that are not in the grace period when CD_NOT_IN_GRACE_PERIOD  is set to true in the wedge configuration.

Test Case 6: User clicks the Manage button on a certificate tile.

Expected Outcome: Navigates to the Certificate of Deposit Account Options page for that certificate.

Test Case 7: User clicks Manage for a certificate in the grace period.

Expected Outcome: Displays Renew and Close & Transfer option tiles.

Test Case 8: User clicks Manage for a certificate not in the grace period.

Expected Outcome: Message displayed: “No options are available to manage this certificate at the moment.”

Renew with different terms

Test Case 9: User clicks Select on the Renew Certificate tile.

Expected Outcome: Navigates to the Certificate of Deposit Renewal Options page.

Test Case 10: Renewal Options page loads.

Expected Outcome: Dropdown displays available renewal terms for the selected certificate.

Test Case 11: Hide Terms in the “Terms Options” Dropdown Based on BLACKLISTED_CD_RATES  configuration.

Expected Outcome: Any terms corresponding to the interest plan numbers specified in the BLACKLISTED_CD_RATES configuration should not be displayed in the “Terms Options” dropdown.

Test Case 12: User clicks View Current Rates link.

Expected Outcome: Popup appears showing Interest Rate and APY for all available terms.

Test Case 13: User clicks Submit without selecting a term.

Expected Outcome: Error message displayed

Test Case 14: User selects a term from the dropdown.

Expected Outcome: APY and Interest Rate for the selected term are displayed dynamically next to the dropdown.

Test Case 15: User clicks Cancel button.

Expected Outcome: Navigates back to the Certificate of Deposit Management page.

Test Case 16: User clicks Close button on the View Current Rates popup.

Expected Outcome: Popup closes.

Test Case 17: User clicks Submit after selecting a term and renewal is successful.

Expected Outcome: Success popup appears showing Account Number, Newly Renewed Term, Effective Date, APY, and Interest Rate.

Test Case 18: User clicks Submit after selecting a term but renewal fails.

Expected Outcome: Error popup displayed

Test Case 19: User clicks Close button on success popup.

Expected Outcome: Navigates to the home page.

Test Case 20: Renewal is successful.

Expected Outcome: Renew and Close & Transfer tiles are no longer shown for that certificate.

Close and Transfer

Test Case 21: User clicks Select on the Close & Transfer tile.

Expected Outcome: Navigates to the Certificate of Deposit Closure Options page.

Test Case 22: Closure Options page loads and user has deposit accounts.

Expected Outcome: Deposit accounts are displayed in the dropdown.

Test Case 23: Display only the specified deposit accounts in the dropdown based on the PRODUCT_IDS wedge configuration.

Expected Outcome: Only the deposit accounts whose product IDs are listed in the PRODUCT_IDS wedge configuration should be displayed in the dropdown.

Test Case 24: User clicks Submit without selecting a deposit account.

Expected Outcome: Error message displayed

Test Case 25: User clicks Cancel button.

Expected Outcome: Navigates back to the Certificate of Deposit Management page.

Test Case 26: User clicks Submit after selecting a deposit account.

Expected Outcome: Confirmation popup appears with Transfer Date, Account Number, Amount, and Cancel & Submit buttons.

Test Case 27: User clicks Submit on confirmation popup and closure is successful.

Expected Outcome: Success popup shows Transferred-To Account and Transferred Amount.

Test Case 28: User clicks Submit on confirmation popup but closure fails.

Expected Outcome: Error popup displayed

Test Case 29: User clicks Close button on success popup.

Expected Outcome: Navigates to the home page.

Test Case 30: Close & Transfer process is successful.

Expected Outcome: Closed certificate amount is credited to the selected deposit account.

Still stuck? Contact

How can we help?

Back To Top