Core System Testing for a Leading Life Insurance Company _Typical Cases

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Core System Testing for a Leading Life Insurance Company

Client Background

With the growth of life insurance business and evolving market demands, the legacy core system could no longer meet performance efficiency and third-party integration requirements. The client developed a new core system but lacked specialized testing capabilities internally. They required a professional testing team to validate the new core system and ensure seamless parallel operations with the legacy system during transition.

Business Challenges

01
Complex CRM-to-core system channel
Complex CRM-to-core system channel interfaces with numerous use cases and intricate call logic.
02
High expertise demanded
testers needed deep knowledge of core/channel business flows while overseeing end-to-end testing processes.

Solution

Familiar with Business Processes Formulate Plans Prepare Test Data

Familiar with Business Processes

Developed a comprehensive understanding of insurance channel business systems, with full knowledge of the functionalities and processes of the systems under test.

Formulate Plans

Designed detailed testing plans tailored to the characteristics of the CRM system. Aligned the plans with the overall testing strategy, adjusted test cases based on requirement changes, and allocated testing time reasonably.

Prepare Test Data

Studied the interaction logic between the CRM system and the channel system, analyzed the data flow between systems, and prepared test data accordingly.

Achievements

Developed a total of 330 corporate CRM and channel interface test cases, and 300 corporate channel test cases.
During the execution of the corporate CRM and channel interface test cases, identified system defects and potential risks, making significant contributions to project quality assurance and meeting the client’s high standards for system performance.
The tested systems operated stably after go-live, with no production incidents reported, earning strong client recognition.
Handled CRM issue tickets and resolved blank form issues in the core system.
Compiled operational notes and partial user manuals for the new core system.

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Core System Testing for a Leading Life Insurance Company

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