User Acceptance Testing (UAT) Checklist

Welcome to Your Staging and Testing Framework for Chimney Home!

This page ensures a systematic approach to validate data integrity, connectivity, and product functionality before deployment. The process consists of three phases:

Three-Phase Testing Framework

Phase 1: Data Validation

Overview:
Run a large list of property addresses to validate coverage and accuracy of the AVM model, loan data, and equity data.

Testing Process:
How does testing work? The client will share a file of AVMs they have run previously for Chimney to compare.

Who Should Be Involved in This Stage?:
Lending team

Key Test Areas:

Data Coverage:
- Is the home banking tile live in staging?
- Does the desktop login function properly?
- Does the mobile banking app function properly?
AVM Model Accuracy:
- Does the branding reflect your admin settings?
- Does home borrowing power match your admin settings?
- Offers:
  - Does the copy reflect admin settings?
  - Does the sorting work properly?
  - Can you see all your reflected copy on your banking platform?
  - Do your offer links work properly to the correct landing page?
Loan Coverage:
- Do email CTAs link you to the correct screens?
- Do the CTAs work when clicking offers?
- Do the emails come from your correct sender information?

Phase 2: Behavior Testing + Configuration

Overview:
A 2-week testing period to ensure the system works as expected across all platforms with your personalized account settings.

Testing Process:
How does testing work? Testing will take place in the staging environment of your banking app, where you will plug in your test addresses to assess data accuracy in this phase.

Who Should Be Involved in This Stage?:

Project lead to help coordinate the right stakeholders
The digital lead to test platforms and devices
Key stakeholders to validate account configuration and test cases

What Should We Test For?:

Content Testing:
- Offers are set up correctly
- All language in the app is approved (tooltips, disclaimers, etc.)
- CTA links are set up
Key Test Areas:
- Device & Platform QA:
  - Is the home banking tile live in staging?
  - Does the desktop login function properly?
  - Does the mobile banking app function properly?
- Account Configuration:
  - Does the branding reflect your admin settings?
  - Does home borrowing power match your admin settings?
  - Offers:
    - Does the copy reflect admin settings?
    - Does the sorting work properly?
    - Can you see all your reflected copy on your banking platform?
    - Do your offer links work properly to the correct landing page?
- Journey Testing:
  - Do email CTAs link you to the correct screens?
  - Do the CTAs work when clicking offers?
  - Do the emails come from your correct sender information?

Phase 3: Production + Pilot Testing

Overview:
The 2-week testing period after your staging phase is completed ensures data integrity across both staging and the final production environment.

Testing Process:
How does testing work? The Chimney team suggests using your home address for this stage. Testing will take place in the production environment of your banking app. Report any data discrepancies or platform usage issues.
FYI: In production, homeowner verification is turned on, so you cannot test someone else’s address data.