How Our QA Testing Transformed Multi-System Card Integration Financial Platform

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Introduction

In one of our recent collaborations, a leading financial institute reached out to us to perform QA testing services on the upgrade of one of their popular platforms. We aimed to ensure that the transition was seamless from one version to the other. The project entailed a substantial conversion effort. It mainly encompassed three different card portfolios: Bank Cards, Private Label Credit Cards, and EDS. During the testing of this project, we identified a few significant bottlenecks like inconsistent transition processing speed, issues with legacy system data migration, and discrepancies in user access controls across the systems. As our team effectively addressed these issues, the app’s functionality significantly improved. Our client was extremely happy at the end of this particular collaboration.

Services Offered

To handle the bottlenecks identified and help improve the functionality of the app, we offered the following services to our client:

  • Transaction Processing Optimization
  • Data Migration Services
  • System Compatibility Testing
  • Access Control Enhancements

Customer

The client was a top-notch player in the global financial services sector. They operate in multiple countries with a wide range of banking and credit services. They are well-reputed to have a significant focus on credit card services. To upgrade one of their popular platforms, the client reached out to us. This upgrade was executed to streamline operations, improve customer service, and provide high-level security and compliance with financial regulations. To enhance the user experience on their platform, the client was willing to implement cutting-edge technology into their platform to transform their services into something extraordinary.

Challenges

While carrying out our QA testing procedure, our team of professionals met with a few challenges. These challenges are:

  • Managing the discrepancy in transaction processing time. Different card systems posed different processing times. To integrate these systems under one unified platform was quite challenging for our team of testers.
  • Secure migration of data from one system to the other was another complex process for our team. It involved serious actions like secure, accurate, and careful migration of data to prevent any type of data loss or corruption.
  • The third challenge that we were faced with was to test and ensure three different code bases were compatible with each other. This meticulous coordination was required to make sure that there was extensive technical troubleshooting to not hinder any integration issues.
  • One of the aspects of financial corporations to become successful is when they are in a position to deliver top-notch security to their users. With the same aim in mind, we are required to address certain user access control issues. 
  • Not to forget, the complexity and the diversity of the application made it very difficult for our team to come up with a uniform testing strategy. However, we managed to do so, with the help of our experts.
  • Lastly, ensuring that the new and upgraded platform complied with the different regulatory standards added another layer of complexity to our QA testing process.

Solution

To tackle the issues that were faced by the application, during our QA testing procedure, we came up with the following solutions:

Optimization of Transaction Process

  • Performance Benchmarking: Firstly, we focused on conducting a detailed process of benchmarking, against the existing system. This helped us identify performance gaps, using which we could set optimization goals.
  • Optimization of Algorithms: To ensure that the transaction time is uniform, we had to test and validate the processing algorithm of the app. It in return, enhanced the speed and reduced the latency in the application.
  • Continuous Monitoring and Tuning: By implementing real-time monitoring we were able to dynamically adjust different system parameters, and enhance the performance of the app during live operations.

Legacy Data Integration Solutions

  • Data Mapping and Validation: To ensure there was an accurate transfer of data, our team of experts developed a comprehensive data mapping strategy. This way, we were able to transfer sensitive information from the old version to the new version of the app. 
  • Migration Scripts: We tested and developed an automated data transfer process, to reduce manual intervention and risk of human-made errors.
  • Dry runs: To identify potential pitfalls, our team of experts ran a few dry runs and refined the process of data migration. 
  • Post-migration Audits: To maintain data integrity and high-end security, our team of testing engineers conducted some post-migration audits.

Robust Access Control Enhancements

  • Role-Based Access Control (RBAC) Implementation: Our team of professionals designed a detailed RBAC strategy, to standardize user permissions, and enhance access user controls across platforms.
  • Access Audits: To ensure there is compliance with security policies, our team of experts conducted regular access audits. It helped us identify areas of improvement now and then.
  • Advanced Authentication Mechanisms: To strengthen the security measures of the app, we implemented a multi-factor authentication protocol. The reason behind this step was to make sure that the newer version of the app offered double the security measures than its previous version.

Results

After implementing the mentioned solutions, these are the results that we observed:

  • After the optimization of the transaction process, there was an increase in the transaction speed by 40% across the said platform.
  • Execution of the legacy data integration led to 99% accuracy in data transfer.
  • Following the implementation of robust access control measures and security enhancements, there was a 30% reduction in security incidents.
  • The introduction of a standardized RBAC model improved the management of user permissions, resulting in a 25% decrease in unauthorized access attempts.
  • Post-deployment, the customer satisfaction ratings went up by 35% overall.

The process of upgradation was so smooth for us, thanks to the wonderful team of Inevitable Infotech.

Tools and Technologies

For the whole collaboration, here are some of the tools and technologies that we made use of:

Services Offered Tools Used
Transaction Processing Optimization New Relic, Apache JMeter
Data Migration Services SQL Server Integration Services (SSIS), Oracle Data Integrator (ODI)
System Compatibility Testing Selenium, Postman, SoapUI
Performance Optimization Services LoadRunner, Dynatrace
User Experience Design and Testing Adobe XD, Axure, UsabilityHub
Security Protocol Implementation OWASP ZAP, IBM Security Guardium
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QA Testing for Financial Platform Upgrade | Case Study

See how our QA team ensured a seamless upgrade for a financial institute's platform, improving functionality across bank cards, private label cards, and EDS.