atlantis firm testing - fia tech testing... · •project atlantis goes live on april 1st,...
TRANSCRIPT
Agenda
• Introduction to Atlantis Testing
• Test Cycles
• Test Plan and Execution
• Exception Tracking/Bug Reporting
• Atlantis Test Groups
• Next Steps
• Q & A
Copyright 2016 FIA Technology Services, Inc. Contents confidential and proprietary. 2
Introduction To Atlantis Testing
• Project Atlantis goes live on April 1st, replacing the existing settlement platform (EGAINS)
• Testing is required by firms to confirm data accuracy and product functionality
• Multiple test cycles have been scheduled to align with product releases (sprints)
• Test cycles designed to prepare participants for Project Atlantis launch
• Sign-off required by firms:
– All firms
• Jan 20 – Acknowledgement of testing and launch timeline
– Firms Actively Testing
• Feb 15 – Trade data accurate and Atlantis fee calculation understood
• March 10 – Settlement cycle workflow and general functionality understood
Copyright 2016 FIA Technology Services, Inc. Contents confidential and proprietary. 3
Introduction To Atlantis Testing - Timeline
Copyright 2016 FIA Technology Services, Inc. Contents confidential and proprietary. 4
Introduction To Atlantis Testing - Timeline
Copyright 2016 FIA Technology Services, Inc. Contents confidential and proprietary. 5
• April 1st – Atlantis Go Live
• Option A –– No major issue
– Start review on April 1st
– First settlement in Atlantis will
occur in May for April trades
• Option B –– Show stopper found
– Data refresh required
– No review during April
– Start review on May 1st
• Regardless of go live option,
EGAINS last settlement cycle
is for March trades
Test Cycles: Settlement Calendar
Copyright 2016 FIA Technology Services, Inc. Contents confidential and proprietary. 6
Test Cycle Testing ScheduleCycle Open
(Trade Population)“End of Month”
Receiver
Lock
Payer
Lock
Cycle
Close
#1 Jan 23rd – Feb 2nd Jan 1st - Jan 22nd Jan 23rd Jan 30th Feb 2nd Feb 3rd
#2 Feb 13th – Feb 24th Jan 23rd - Feb 12th Feb 13th Feb 20th Feb 23rd Feb 24th
#3 Feb 27th – March 10th Feb 13th - Feb 26th Feb 27th Mar 6th Mar 9th Mar 10th
Test Cycle #1 Scope
1. End of Day Reports Trades CSV & Settlements CSV
2. Trade Summary Report View management from both Payables and Receivables mode
3. Receiver Actions from Trade Summary Report & API Affirm & Hold
4. Payer Actions from Trade Summary Report & API Approve & Reject
Copyright 2016 FIA Technology Services, Inc. Contents confidential and proprietary. 7
Testing ScheduleCycle Open
(Trade Population)“End of Month”
Receiver
Lock
Payer
Lock
Cycle
Close
Jan 23rd – Feb 2nd Jan 1st - Jan 22nd Jan 23rd Jan 30th Feb 2nd Feb 3rd
Test Cycle #2 Scope
1. Repeat Steps 3, 4 from Test Cycle #1
2. Excel Download from Trade Summary Report
3. Payer Actions using Excel Upload Approve
Reject
4. Receiver Actions using Excel Upload Amend
Affirm
Hold
Copyright 2016 FIA Technology Services, Inc. Contents confidential and proprietary. 8
Testing ScheduleCycle Open
(Trade Population)“End of Month”
Receiver
Lock
Payer
Lock
Cycle
Close
Feb 13th – Feb 24th Jan 23rd - Feb 12th Feb 13th Feb 20th Feb 23rd Feb 24th
Test Cycle #3 Scope
1. Repeat Test Cycle #2 Scope
2. Agreement Report
Search
Navigation from Trade Summary Report
Excel Download
Copyright 2016 FIA Technology Services, Inc. Contents confidential and proprietary. 9
Testing ScheduleCycle Open
(Trade Population)“End of Month”
Receiver
Lock
Payer
Lock
Cycle
Close
Feb 27th – March 10th Feb 13th - Feb 26th Feb 27th Mar 6th Mar 9th Mar 10th
Test Plan and Execution
• FIA Tech will conduct webinars prior to each test cycle
• Webinars will introduce functionality available for testing
• Test plan documents will be distributed to guide firms through test cycle
• Firms should perform tests and report test results to FIA Tech
Copyright 2016 FIA Technology Services, Inc. Contents confidential and proprietary. 10
Exception Tracking/Bug Reporting
If a user experiences an issue while testing, please report the issue by using the Help functionality that is available within Atlantis:
• Click Help in the upper right corner in Atlantis
• A form will display, that will allow the user to report their issue directly to FIA Tech
Be sure to include the following info when submitting issue:o User’s nameo User’s email address (that you used to log into FIA
Tech Atlantis UI)o Select “Atlantis” as the Product from the drop downo Select a Category from the drop down o A detailed explanation of the issue that you are
experiencingo As applicable, provide the steps that you took that lead
you to experience the issue or bugo Attach a screenshot of the bug or error message
• FIA Tech will respond via email to your issue and escalate the
issue accordingly. FIA Tech will log and track all issues
reported by firms through resolution
Atlantis Test Groups
• FIA Tech will assign firms to “Test Groups” for all test cycles
• Test Groups are intended to streamline testing among EBs and CBs
• Test Group firms will interact together to test Project Atlantis workflow
• Firm will receive their Test Group assignments along with the Test Plans
Copyright 2016 FIA Technology Services, Inc. Contents confidential and proprietary. 12
Next Steps
• By Jan 20th, firms must acknowledge receipt of testing timeline and go-live
date
• Test Plans and Test Group assignments will be distributed by Jan 19th
• Webinar will be held Jan 20th to review Atlantis Settlement Cycle Workflow
and Test Cycle #1
• Firms begin Test Cycle #1 from Jan 23rd to Feb 2nd
Copyright 2016 FIA Technology Services, Inc. Contents confidential and proprietary. 13
Q&A
Copyright 2016 FIA Technology Services, Inc. Contents confidential and proprietary. 14
Atlantis Prod Simulation (PSIM) URL: https://psim.fia-tech.com/
For any query: [email protected]