Industries: Fintech

Efficient multi-product testing strategies in Fintech systems

Cleverix specialists faced a critical challenge while working with a leading digital trade finance platform revolutionizing global trade. The platform connected corporations, financial institutions, and funders, offering tools for pricing, matchmaking, and risk management through a web application and open API for seamless global integration.

Challenge


The client faced significant challenges in maintaining consistent performance and integration across multiple Fintech products:

  1. Each platform had unique workflows, user roles, and integration requirements, necessitating end-to-end testing across interconnected systems.
  1. Cross-Platform and Cross-Browser Compatibility ensuring consistent user experience across browsers (Chrome, Firefox, Edge)
  1. High Frequency of Updates frequent feature releases and bug fixes required continuous validation to prevent regressions and ensure system stability.
  1. Data Integrity and Security testing scenarios needed to verify compliance with financial data security standards and ensure accurate processing across products.
  1. Limited Visibility into Testing Progress the absence of centralized reporting hindered the ability to track progress, identify bottlenecks, and ensure full test coverage.

Solution

To address these challenges, we deployed a tailored multi-product testing strategy that leveraged cutting-edge automation and test management tools:

1. Initial Assessment & Test Strategy Development

  • Conducted a comprehensive analysis of user workflows and interdependencies across products.
  • Defined a risk-based testing approach, prioritizing high-impact functionalities and workflows.
  • Created a centralized test strategy to handle cross-platform, cross-browser, and integration testing.

2. Cross-Product Testing Framework

  • Developed a modular, reusable framework using Playwright and TypeScript to enable testing across products and workflows.
  • Adopted the Page Object Model (POM) design pattern to enhance test maintainability and scalability.
  • Incorporated test data management for scenario-driven testing, ensuring flexibility for diverse use cases.


3. Cross-Browser and Cross-Platform Testing

  • Automated browser compatibility tests using Playwright, covering Chrome, Firefox, Edge, and Safari.
  • Performed manual exploratory testing on mobile and tablet devices to validate usability and design responsiveness.

4. Automation and Continuous Integration

  • Built end-to-end and regression test suites integrated with GitHub Actions for CI/CD pipelines.
  • Enabled parallel test execution to reduce feedback cycles and accelerate releases.
  • Automated reporting workflows to track test progress, failures, and trends.

5. Enhanced Reporting and Collaboration

  • Integrated Playwright with Zephyr for centralized test case management and progress tracking.
  • Generated detailed reports via GitHub Actions, enabling stakeholders to monitor quality metrics and take proactive actions.

Outcome

1. Improved Testing Efficiency

  • Automated over 80% of repetitive test scenarios, reducing manual testing efforts and saving significant time.
  • Consolidated test coverage across all products, ensuring seamless integration and compatibility.

2. Faster Release Cycles

  • Reduced release cycle time by 40% through automated regression testing integrated into CI/CD pipelines.

3. Enhanced Product Stability

  • Resolved over 300 cross-platform and integration issues, ensuring consistent performance across platforms.

4. Increased Stakeholder Visibility

  • Centralized reporting provided real-time insights into testing progress, failures, and coverage, improving decision-making.

5. Stronger Compliance and Security

  • Validated all workflows against financial security standards, ensuring data integrity and compliance.

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