Functional and Compatibility Testing for a Banking Desktop Platform

Functional Testing for a Banking Desktop Platform

Industry
Banking & Financial Services

Technologies
.NET (WPF), MS SQL Server, REST APIs

About Our Client

Our client is a major financial institution operating across North America, with a network of 300+ branches and a rapidly evolving digital infrastructure. They developed a secure desktop application to handle internal transaction processing, role-based access control, audit tracking, and compliance with federal banking regulations.

Challenge

The desktop software was mission-critical and complex, but the client faced key issues:

  • OS Compatibility Gaps: The app behaved inconsistently across Windows 10, Windows 11, and legacy Windows Server environments.
  • Multi-Role Functionality: Different user roles (Teller, Branch Manager, Auditor) had unique workflows and data access, which were prone to privilege-related bugs.
  • Security Requirements: The platform needed validation for data encryption, session timeouts, and secure offline/online transaction syncing.
  • Limited Automation Coverage: Most tests were manual, time-consuming, and lacked coverage for regression and integration scenarios.
  • Audit & Compliance Mandates: The bank required rigorous traceability and validation logs for all test executions.

Solution

Celestial Infosoft deployed a multi-skilled QA team to deliver functional, compatibility, and security testing services tailored for enterprise desktop systems.

Key Features Delivered:

  • Cross-OS Compatibility Testing: Validated UI/UX, system services, and drivers across multiple Windows OS versions and VM environments.
  • Role-Based Functional Testing: Designed over 250+ test cases to verify role permissions, audit logs, and restricted module access.
  • Security Validation: Performed static and dynamic tests for encryption flows, secure session handling, and sensitive data masking.
  • Test Automation Setup: Implemented desktop automation using TestComplete and Selenium (for hybrid modules with web components).
  • End-to-End Integration Testing: Ensured stable communication between the desktop app, backend systems, and banking APIs.
  • Traceable Test Reports: All test cases, logs, and defects were managed and traceable via Azure DevOps with compliance-ready reports.

Project Highlights

  • Full Compatibility Achieved for Windows 10/11 and Windows Server 2016/2019.
  • Validated Security for 30+ Scenarios, including timeout, session hijack protection, and encryption.
  • Compliance-friendly documentation provided to auditors and legal teams.
  • 80% Test Coverage automated for recurring regression use cases, accelerating test cycles.

Results

  • 99.5% Bug-Free Deployment rate across 5 major branches within the pilot phase.
  • 2x Faster Regression Cycles via hybrid automation setup.
  • 50% Reduction in Post-Release Incidents, increasing IT ops stability.
  • Improved Audit Confidence due to transparent reporting and trace logs.

Technologies and Tools

  • Frontend: .NET WPF
  • Database: MS SQL Server
  • Automation Tools: TestComplete, Selenium
  • Test Management: Azure DevOps
  • Security: SSL/TLS validation, SecureStore API
  • OS Platforms: Windows 10, 11, Server 2016/2019

Client Feedback

“Celestial Infosoft proved to be a strategic QA partner. They not only found critical bugs but brought clarity, structure, and automation to a very legacy-heavy environment. We now roll out updates faster, with far more confidence.”

– Client Says