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Scope your testing
Scope your testing

Testing practice you can copy

Checklists, templates, and test artifacts we use on engagements, complete enough to copy into your own process.

  • Practice

    A shift left testing approach for fintech: the checklist we run on money-moving stories

    A shift left testing approach for fintech moves money checks into the story, before code exists. We review every money-moving story against a nine-item checklist: amounts in minor units, rounding rule, currency, idempotency, failure states, reversal, reconciliation hook, regulatory trigger, and audit log. Pull request, continuous integration, and staging checks then test the recorded answers.

    Adrian Voss

  • Practice

    UAT sign off checklist for fintech releases: the one we use

    Our UAT (user acceptance testing) sign off checklist for fintech releases records six decisions before go-live: business owners accepted each money flow on real-like synthetic data, UAT runs reconciled with no unexplained difference, customer notices were verified, open defects carry financial impact, rollback was rehearsed, and named signers approved with evidence retained.

    Adrian Voss

  • Practice

    Regression test plan for a payments release: the template we use

    A regression test plan for a payments release selects tests by the money flows a change touches, runs them in risk tiers, and ends with a ledger reconciliation of the test run. Our template records scope, suites per tier, entry and exit criteria, environment, synthetic data, the reconciliation check, and the named roles who sign the release.

    Adrian Voss

  • Practice

    A risk based testing approach for fintech: the scoring matrix we use

    Our risk based testing approach for fintech scores each test item by impact per failure (money moved, regulatory exposure, customer harm) and by likelihood (change frequency, integration count), and multiplies the two scores into a risk level that sets test depth. In our practice, a top-level money or regulatory item never drops below the second of four depth tiers.

    Mira Kowal

  • Practice

    Test strategy vs test plan for a fintech product: definitions and the template we use

    A test strategy sets the rules every release follows: how risk is rated, which environments and test data are allowed, and how evidence is kept for audits. A test plan applies the strategy to one release: flows in scope, selected tests, schedule, owners, and exit criteria. Separate documents give auditors one rule set for every release.

    Mira Kowal

Scope your testing

Send FintechAssuranceLabs your product, segment, money flows, and the standards that need evidence, and get a proposed test scope with its deliverables.

Scope your testing