01 · DISCOVERY
Problem and journey framing
Business problem, evidence boundary, stakeholders, RACI, personas and current/future journeys.
FinTech Customer Operations
Customer onboarding, translated into testable delivery.
An independent FinTech customer onboarding case study demonstrating journey analysis, requirements gathering, UAT coordination, KPI reporting, issue tracking, and launch-readiness support.
8in-scope journey steps
8user stories
26acceptance criteria
15UAT test cases
300synthetic applications
End-to-end onboarding and operations evidence
The portfolio and workbook show how business needs are translated into requirements, test coverage and evidence-based release recommendations—not only a final concept.
Explore More Business Insights ↗02 · REQUIREMENTS
Stories and acceptance criteria
Eight user stories supported by testable Given/When/Then criteria and exception scenarios.
03 · TRACEABILITY
Requirements-to-test mapping
A traceability matrix connecting requirements and acceptance criteria to UAT test cases.
04 · TESTING
UAT planning
Test objectives, environment, entry and exit criteria, schedule, test cases and sign-off checklist.
05 · QUALITY
Defect management
An illustrative defect log with linked evidence, severity, priority, ownership and retest status.
06 · INSIGHT
Formula-driven dashboard
Completion, drop-off, document failure, manual review and UAT metrics from synthetic records.
Read the portfolio
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Profile
Ava MI Xinyu · Business Designer
I connect customer journeys, requirements, operational evidence and clear business communication across service and growth cases.
This is an independent case study. Application records, UAT results and defects are synthetic or illustrative and do not represent a real bank implementation or production outcome.