Project dashboard
From the project dashboard you can create shiny new goals - a testing scope within a project.
This interactive demo mirrors the full Virtuoso QA desktop interface, so it needs a wider screen to be readable.
Open it on a laptop or desktop for the full walkthrough, or continue here and pinch to zoom.
Walk through a guided demo for a wealth manager: load your Knowledge Base and see how an AI Analyst and an AI Architect turn the UK CRR / PRA Rulebook, Basel 3.1, and FCA Consumer Duty guidance into requirements and human-approved test journeys covering onboarding and rebalance across the legacy and new platform.
The AI Autopilot then writes a deterministic Virtuoso NLP test, which runs with self-healing selectors - so the legacy and new platform stay covered and evidenced, not just delivered.
From the project dashboard you can create shiny new goals - a testing scope within a project.
The Knowledge Base is a centralised repository of sources that our agents can use to build your requirements from.
| Sources | Tags | Last change | |
|---|---|---|---|
| Onboarding & Rebalance - Legacy to New Platform BRDNEW Project | 0 | 08/09/2026, 09:14 PM | |
| FCA Consumer Duty - Client Best Interest Guidance (FG22/5)NEW Project | 0 | 08/09/2026, 09:14 PM | |
| UK CRR / PRA Rulebook - Prudential RequirementsNEW Project | 0 | 08/09/2026, 09:14 PM | |
| Basel 3.1 Framework - Capital & Liquidity StandardsNEW Project | 0 | 08/09/2026, 09:14 PM | |
| Sarbanes-Oxley Act (SOX) - IT General ControlsNEW Project | 0 | 08/09/2026, 09:14 PM | |
| UK GDPR / Data Protection Act 2018NEW Project | 0 | 08/09/2026, 09:14 PM |
| Requirements | Risk | Coverage |
|---|---|---|
| Onboarding Negative Scenarios | HIGH | 100% |
| Successful Legacy-to-New Platform Sync | CRITICAL | - |
| Successful Rebalance Execution and Evidence Capture | CRITICAL | 100% |
Sources selected:
The existing requirements provide good coverage for the primary success paths. However, I identified three gaps not explicitly covered by the BRD:
I've generated three new requirements to close these gaps, applying the organisation's Cross-Platform Regulatory Evidence directive throughout.
| Requirements | Risk | Coverage |
|---|---|---|
| Consumer Duty Best-Interest Outcome and Cross-Platform Evidence | HIGH | - |
| Cross-Platform Rebalance Audit Trail | CRITICAL | - |
| Onboarding Data Migration Validation | MEDIUM | - |
| Onboarding Negative Scenarios | HIGH | 100% |
| Successful Legacy-to-New Platform Sync | CRITICAL | - |
| Successful Rebalance Execution and Evidence Capture | CRITICAL | 100% |
The purpose of this requirement is to ensure the rebalanced position is presented to the client as a best-interest outcome per FCA Consumer Duty guidance, and that the rebalance calculation itself completes within the 3-second threshold. It also confirms the legacy and new platform records agree, and carries the required best-interest outcome disclosure.
This requirement validates that the rebalanced position is presented to the client as a best-interest outcome per FCA Consumer Duty guidance, and that the legacy and new platform records agree and are evidenced together.
Requirement: Consumer Duty Best-Interest Outcome and Cross-Platform Evidence
I have designed five test journeys to validate the best-interest outcome and cross-platform evidence requirement, as specified in this requirement.
These journeys cover:
I've created corresponding data tables to drive these tests and a new environment for the base URL. Please review the proposed journeys.
Checkpoint 1: Onboard Client from Legacy Platform
Assuming the user is already logged in, go to the base URL, open the Onboarding section, and click "New client" to onboard a client migrating from the legacy platform.
Checkpoint 2: Rebalance and Evidence
Enter the client's target allocation, then start timing. Click Rebalance, wait for the trade to execute, and stop timing once it's finished. Assert that the rebalance calculation completed in under 3 seconds, then confirm the audit evidence links the legacy platform record to the new platform trade.
This journey onboards a client from the legacy platform, triggers a rebalance on the new platform, and asserts the resulting position and audit evidence accurately link both platforms within the 3-second rebalance-calculation threshold.
There are no plans associated with this journey.
"Onboarding""Onboarding""New client""Onboarding""Onboarding""New client" ๐ฉน healed"New client" ๐ฉน healed"Target allocation""Rebalance"