AcceptanceTest/Loan

Test Test CaseStatus 
Client Loan DisbursalVerify accepted payment types for disbursements of loanMIFOSTEST-249

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Client Loan Status Change


Pending Approval to Application Rejected 

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Pending Approval to Application Approved with Question Group 

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Test back dated approvals 

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Client Loan Status History

Edit account status from Approved to rejected 

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Changing status of new loan to Partial Application, to Pending Approval, to Approved 

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Client Loan Transaction HistoryVerify Transaction History with Double Entry AccountingMIFOSTEST-361

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Create Client Loan Account








Create new weekly client loan account with question group 

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similar ticket MIFOSTEST-308
Create new weekly client loan account with modify errors 

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similar ticket MIFOSTEST-308
Create new weekly client loan account with date type custom field 

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similar ticket MIFOSTEST-308
Create new loan account with thousand separator 

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Create new monthly loan account with meeting on specific day of monthMIFOSTEST-308

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Create new monthly loan account with meeting on same week and weekday of monthMIFOSTEST-308

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Create new monthly loan account with zero interest rate 

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Try client loan account with additional fees 

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Verify a user is prevented to create loan accounts of loan products restricted by the mixMIFOSTEST-94

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Verify a user is prevented from creating a second loan account with a loan product restricted with the first loan.

MIFOSTEST-95

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Verify loan product created with default loan amount and number of installments are "same for all loans" can be used to create new loan accounts with the correct default amounts

MIFOSTEST-97

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Verify the loan product created with default number of installments by loan cycle can be used to create new loans accounts

MIFOSTEST-99

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Verify functionality of 'Cancel' buttons during the Loan creation flowMIFOSTEST-1178

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Create a new Client Loan in 'Partial Application' statusMIFOSTEST-1177

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Create GLIM Loan AccountCreate and edit loan account with GLIM enabled by Submit for ApprovalMIFOSTEST-132

(minus) 

TODO: MIFOS-5081
Check GLIM loan account created by 'save for later'MIFOSTEST-133

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Verify loan account creation pipeline when GLIM enabledMIFOSTEST-134

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New weekly GLIM Account 

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Check GLIM Account total calculation with decimal 

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Check GLIM account total calculation whole number 

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Check GLIM account empty purpose 

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Check GLIM individual schedule 

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Create Group Loan AccountCreating weekly Group Loan AccountMIFOSTEST-303

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Create Loan With GLIM and LSIM enabledMIFOSTEST-1179

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New monthly group loan account with meeting on specific day of month 

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New monthly group loan account with meeting on same week and weekday of month 

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Create Group loan account with GLIM enabled without mandatory purpose of loan 

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Create Group loan account with GLIM enabled with mandatory purpose of loan (tick) 
Create Multiple Loan Account with FeesCreate Bulk loan account in Pending Approval statusMIFOSTEST-54

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Create Bulk loan account in Partial Application statusMIFOSTEST-55

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Create Multiple loan account

 Verify that only "Active" branches, centers and loan officers are available on the Search field and "Loan Instances" field populates with the names of loan instances matching the frequency of the center selected

MIFOSTEST-59

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 Verify multiple loan accounts can be created for clients with loans having installments by loan cycle

MIFOSTEST-117

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Declining Principal Loan

Verify declining principal loan 

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Verify loan payment and adjustment 

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Verify Loan Payment and adjustment with waive interest (minus)      
Create Loan 

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Edit Loan AccountEdit external ID of LSIM loan 

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Fee TestApply fee 

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Apply and waive fee 

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Apply and remove fees 

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Loan account Add noteAdd note to loan account and verify recent notes 

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Loan Account Adjustments

Verify loan account status changes when number of days in arrears becomes greater than the lateness definition by performing multiple adjustments when Account status is "Active in Good Standing"

MIFOSTEST-30

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Verify multiple adjustment changes are logged in transaction history with proper GL codes, account summary changes when the account status is "Active in Bad Standing"

MIFOSTEST-27

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Loan Account Cycle

Verify the loan product creation for the new loan product when the "Calculate Loan Amount as:" " same for all loans." and "Calculate # of Installments as:" "by last loan amount"

MIFOSTEST-101

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Verify loan amount with number of installments is same for all loan can be used to create new loans.MIFOSTEST-105

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 Verify loan amount with number of installments by last loan amount can be used to create new loans.MIFOSTEST-107

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Verify loan amount with number of installments by last loan amount can be used to create new loansMIFOSTEST-110

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Verify loan amount with number of installments is same for all loan can be used to create new loans.MIFOSTEST-112

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Verify loan amount with number of installments by loan cycle can be used to create new loans.MIFOSTEST-114

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Verify loan amount with number of installments by last loan amount can be used to create new loansMIFOSTEST-116

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Verify redo Loan with cycle, when client has another Loan of the same productMIFOSTEST-1184

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ticket status - opened
Loan Account Overdue InterestVerify Pay Overdue Installment 

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Loan Account Performance HistoryVerify performance history shows updates to loan accountsMIFOSTEST-359

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Loan RepayRepay 

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Repay Loan from Savings Account with Insufficient Balance 

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Verify Payment Types for Loan RepaymentMIFOSTEST-251(minus) 
PenaltyApply penalty on Approved Loan 

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Apply and waive penalty on disbursed loan 

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Redo Loan DisbursalVerify whether a loan can be redone on a past date with GLIM and LSIM turned onMIFOSTEST-18

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Verify a redone loan directly moves into "Closed-Met Obligation" state when loan is wholly paid off before current dateMIFOSTEST-28

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Verify that the status of the loan is Active in Good Standing when the loan is not wholly paid off before current date. Also verifies that loan cannot be redone on a date equal to or greater than the current date

MIFOSTEST-15

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Redo Loan Disbursal from Variable Installment Loan 

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TODO - fix validation of use of fees on variable installment
Redo Loan Disbursal for Declining Balance Loan 

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Savings PaymentPayment from Savings 

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Permission for Payment from savings 

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Undo Loan Disbursal

Verifies that client loan is successfully reversed if the Account ID is of a loan which is "active in bad standing".

MIFOSTEST-22

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Verifies that client loan is successfully reversed if the Account ID is of a loan which is "active in good standing".

MIFOSTEST-20

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Verify whether the user can reverse a Group loan when the Account is in different statusMIFOSTEST-26

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Variable Installment LoanVerify 'Repayment schedule' field 

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Verify invalid fees 

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Variable Installment Recalculation

Verify cash flow recalculation and warnings 

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this test don`t work with other locale than English
Verify principal and interest recalculation 

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Verify Principal and Interest Recalculation after Disbursal with Fixed Repayment Schedule 

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Verify Principal and Interest Recalculation after Disbursal without Fixed Repayment Schedule 

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View Closed AccountsNavigate to center details from closed accounts 

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Navigate to group details from closed accounts 

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Navigate to client details from closed accounts 

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View Original Loan Schedule








Verify schedule for flat loan early disbursal 

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Verify schedule for flat loan early disbursal with fixed repayment schedule 

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Verify schedule for flat loan early disbursal with fixed repayment schedule and LSIM on 

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Verify schedule for flat variable installment loan early disbursal 

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Verify schedule for variable installment loan early disbursalMIFOSTEST-1163(minus)blocked by MIFOS-5025 (unresolved)
Verify schedule for variable installment loan late disbursal 

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Verify schedule for declining balance recalculation loan early disbursal with LSIM on 

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Verify schedule for declining balance recalculation loan late disbursal with LSIM on 

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Verify schedule for declining balance recalculation loan early disbursal and LSIM off 

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Verify schedule for declining balance recalculation loan late disbursal with LSIM off 

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Waive loan feeWaive fee on last installment 

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