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KYC Portal CLM Testing

KYC Portal CLM is an award-winning Client Lifecycle Management (CLM) platform designed to streamline and automate the Know Your Customer (KYC) and Anti-Money Laundering (AML) compliance processes for organizations of all sizes and types. It is a cloud-based platform that offers a centralized repository for all customer data and documents and a suite of tools for managing the entire KYC/AML lifecycle, from onboarding to ongoing monitoring.

Some of the critical features of KYC Portal CLM:

  • Real-time risk assessment: KYC Portal CLM uses a risk-based approach to KYC, which means that each customer’s level of due diligence is based on their risk profile. This helps ensure that organizations focus their resources on the highest-risk customers.
  • Dynamic due diligence: KYC Portal CLM allows organizations to create custom owing diligence questionnaires and workflows based on their needs. This helps ensure they collect the correct information from each customer.
  • Integrated customer outreach: KYC Portal CLM includes a built-in customer outreach tool that allows organizations to communicate with customers securely and efficiently. This can collect additional information, request documentation, or update customer information.
  • Awards and achievements: KYC Portal CLM has won several awards for its innovative approach to KYC/AML compliance. These awards include the RegTech Insight Award for Best Client Onboarding Solution and the FinTech Breakthrough Award for Best AML Compliance Solution.

The primary clients of KYC Portal CLM include RBS, Apex, Lombard, NatWest International, etc.

Testing KYC Portal CLM

As KYC Portal CLM holds the sensitive personal data of many customers, it’s mandatory to test the application and ensure there are no bugs or security issues. So, let’s cover major testing strategies.

Unit and Integration Testing

As KYC Portal CLM is a proprietary tool, the technology stack and development environment used to build it is unknown. Also, the KYC Portal CLM team may conduct unit and integration testing before deploying the new modules to the client’s server environment. So, we don’t need to concern ourselves with unit and integration testing. Instead, our focus can be on conducting end-to-end (E2E) testing.

End-to-End Testing

End-to-end (E2E) testing takes a user’s perspective to evaluate how an entire application functions from start to finish. Imagine walking through the steps of buying something online. E2E testing simulates that journey, testing each interaction point: searching for an item, adding it to your cart, entering your information, and completing the purchase. It doesn’t just check if buttons work individually but if they work together seamlessly to deliver the desired outcome.

E2E testing is crucial because it catches issues that might arise when different parts of the application interact. It ensures the user journey flows smoothly, data moves correctly, and the overall experience meets expectations. E2E testing holds a crucial role in the application release time.

While Selenium and Cypress have been popular choices for automated testing, some organizations have found them to present limitations regarding development time, maintenance effort, and feature richness. In response, many companies have explored alternative intelligent test automation tools that offer both time and cost savings.


Today’s organizations demand more from their test automation tools. Gone are the days of clunky, code-heavy solutions. Thankfully, testRigor steps in, seamlessly addressing modern challenges with its innovative generative AI-powered, codeless approach. Its intuitive interface empowers teams to craft and execute comprehensive end-to-end test cases rapidly in plain English, ensuring quality software is delivered at unprecedented speed.

Let’s highlight some of testRigor’s advantages over other E2E tools, starting with its initial setup:

  • Cloud-hosted: As a cloud-hosted tool, testRigor eliminates the need for companies to invest in setting up and maintaining their own test automation infrastructure and device cloud. This translates to significant savings in time, effort, and cost. Teams can start testing immediately once they are signed in and subscribed.
  • Natural Language Automation: testRigor stands out by enabling users to write test scripts in parsed plain English, eliminating the need for coding expertise. This empowers a broader range of team members, including manual QA testers, management, business analysts, and stakeholders, to contribute to automated test creation. This also improves the test case coverage, thereby covering more testing scenarios, finding more bugs, and making the application more stable.
  • Stable Element Locators: Unlike traditional tools that rely on specific element identifiers, testRigor uses a unique approach for element locators. You simply describe elements by the text you see on the screen, leveraging the power of AI to find them automatically. This means your tests adapt to changes in the application’s UI, eliminating the need to update fragile selectors constantly. This helps the team focus more on creating new use cases than fixing the flaky XPaths.
  • Web Testing: Supports web testing on desktop and mobile across 3,000+ browser, devices, and OS combinations. For instance, Internet Explorer on Windows and Safari on Mac and iOS.
  • 2FA Testing Support: testRigor has built-in capabilities for 2FA testing, supporting Gmail, SMS (text messages), and Google Authenticator.
  • Integrations: testRigor offers built-in integrations with popular CI/CD tools like Jenkins and CircleCI, test management systems like Zephyr and TestRail, defect tracking solutions like Jira and Pivotal Tracker, infrastructure providers like AWS and Azure, and communication tools like Slack and Microsoft Teams.
Now let’s review a sample script where a user registers for KYC verification:
login as customer
click "Verify Your KYC"
enter stored value "FirstName" into "First Name"
enter stored value "LastName" into "Last Name"
enter stored value "DOB" into "Date Of Birth"
enter stored value "address" into "Address"
enter stored value "email" into "Email ID"
enter stored value "phone" into "Mobile"
click "Save" roughly to the left of "Submit"
Check the page contains "KYC Application Pending"

This sample test script demonstrates that it doesn’t contain complex code or confusing XPaths. Additionally, with testRigor, we can create reusable functions and save them for future use. This eliminates the need to write all steps repeatedly; instead, we can simply invoke the function, such as “login as customer.” Furthermore, we can store values with identifiers and easily reference them in the script, as seen in the command “enter stored value ‘FirstName’ into ‘First Name.”


The primary goal of implementing automation is to minimize manual labor while enhancing execution speed and test coverage. Therefore, the automation tools we select must achieve this intelligently. These tools should not necessitate extra maintenance effort; instead, they should be sophisticated enough to identify weaknesses, self-correct, and expand test coverage autonomously. This enables the application to be tested across a broader range of devices and browsers, ensuring the release of a product with fewer bugs.

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