Virtuoso QA

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Virtuoso QA

See how Virtuoso QA works

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.

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Project dashboard

From the project dashboard you can create shiny new goals - a testing scope within a project.

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The Knowledge Base is a centralised repository of sources that our agents can use to build your requirements from.

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Project (6)
SourcesTagsLast change
Onboarding & Rebalance - Legacy to New Platform BRDNEW
ProjectBRD_Onboarding_Rebalance.docx
008/09/2026, 09:14 PM
FCA Consumer Duty - Client Best Interest Guidance (FG22/5)NEW
ProjectFCA-Consumer-Duty-FG22-5.pdf
008/09/2026, 09:14 PM
UK CRR / PRA Rulebook - Prudential RequirementsNEW
ProjectUK-CRR-PRA-Rulebook.pdf
008/09/2026, 09:14 PM
Basel 3.1 Framework - Capital & Liquidity StandardsNEW
ProjectBasel-3.1-Framework.pdf
008/09/2026, 09:14 PM
Sarbanes-Oxley Act (SOX) - IT General ControlsNEW
ProjectSOX-ITGC-Summary.pdf
008/09/2026, 09:14 PM
UK GDPR / Data Protection Act 2018NEW
ProjectUK-GDPR-DPA-2018.pdf
008/09/2026, 09:14 PM
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Requirements
Requirements
Requirement directives
RequirementsRiskCoverage
Onboarding Negative ScenariosHIGH100%
Successful Legacy-to-New Platform SyncCRITICAL-
Successful Rebalance Execution and Evidence CaptureCRITICAL100%

Cross-Platform Regulatory Evidence

Organization-level directiveChanges apply to every project in the organisation unless overridden at the project level.
Content
Core instruction: apply FCA Consumer Duty client-best-interest principles, UK CRR / PRA Rulebook prudential requirements, and the Basel 3.1 framework when generating test requirements, test conditions, journeys, or test cases for any onboarding or rebalance activity that spans the legacy and new platforms - using the uploaded regulatory documentation as a primary reference. For every requirement, user story, or business rule provided, the Analyst must: 1. Analyse the source material as a professional aligned to Consumer Duty, UK CRR / PRA, and Basel 3.1 obligations. 2. Derive clear, testable requirements confirming clients receive the best-interest outcome Consumer Duty requires, on both the legacy and new platform. 3. For any onboarding or rebalance decision that touches both platforms, require evidence of traceability: an audit trail linking the legacy platform record to the corresponding new-platform action, sufficient to satisfy UK CRR / PRA Rulebook and Basel 3.1 prudential evidentiary obligations, and consistent with SOX IT general controls. 4. Structure journeys and test cases around observable client and regulator-facing outcomes, with clear objectives, preconditions, inputs, and expected results - including that client data carried across platforms remains accurate and GDPR-compliant. 5. Justify key decisions with citations from the regulatory knowledge base - never inventing a citation. If none applies, the Analyst must say so explicitly. The Analyst must apply this guidance rather than merely quoting it, must analyse the underlying test basis rather than surface-level acceptance criteria, and must flag any gaps in the source documentation rather than silently filling them in.
Legacy & new platform - covered and evidenced.
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โœจ New Requirements
๐Ÿ’ฌ Chat history

Sources selected:

๐Ÿ“„ Onboarding & Rebalance BRD ๐Ÿ“„ UK CRR / PRA Rulebook ๐Ÿ“„ FCA Consumer Duty (FG22/5)
AI can make mistakes!
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โœจ New Requirements
๐Ÿ’ฌ Chat history

The existing requirements provide good coverage for the primary success paths. However, I identified three gaps not explicitly covered by the BRD:

  1. Onboarding Data Migration Validation (BR-002, BR-003) - not covered by the existing onboarding-focused negative scenario.
  2. Cross-Platform Rebalance Traceability (UK CRR / PRA, Basel 3.1) - automated rebalance decisions spanning legacy and new platform must be explainable and auditable; not currently tested.
  3. Consumer Duty Best-Interest Outcome - the rebalanced position must match across both platforms and carry the required disclosure; not addressed by existing functional tests.

I've generated three new requirements to close these gaps, applying the organisation's Cross-Platform Regulatory Evidence directive throughout.

Requirements preview (3)

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Requirements
Requirements
Requirement directives
All 6
RequirementsRiskCoverage
Consumer Duty Best-Interest Outcome and Cross-Platform EvidenceHIGH-
Cross-Platform Rebalance Audit TrailCRITICAL-
Onboarding Data Migration ValidationMEDIUM-
Onboarding Negative ScenariosHIGH100%
Successful Legacy-to-New Platform SyncCRITICAL-
Successful Rebalance Execution and Evidence CaptureCRITICAL100%

Consumer Duty Best-Interest Outcome and Cross-Platform Evidence

Overview
Journeys 0
Summary

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.

Description

Best-Interest Outcome and Cross-Platform Evidence Validation

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.

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๐Ÿงญ New structured journeys
๐Ÿ’ฌ Chat history

Requirement: Consumer Duty Best-Interest Outcome and Cross-Platform Evidence

AI can make mistakes!
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๐Ÿงญ New structured journeys
๐Ÿ’ฌ Chat history

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:

  1. Response time for rebalance calculation.
  2. The full onboarding and rebalance flow end to end, across the legacy and new platform.
  3. Existence of an audit trail linking the new-platform rebalance back to the legacy platform record it originated from.

I've created corresponding data tables to drive these tests and a new environment for the base URL. Please review the proposed journeys.

Journey structures preview (5)

Consumer DutyBasel 3.1Cross-Platform
Goal
Best-Interest Outcome and Cross-Platform Evidence
Data table
Onboarding - Rebalance Data
Environment
Wealth & Asset Management Portal (UAT)
Journey
Onboarding to Rebalance: Legacy to New Platform
Journey summary
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.
Checkpoints

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.

    โœ“ 1 journey created successfully
    Goal: Best-Interest Outcome and Cross-Platform Evidence
    Wealth & Asset Management
    โ† Back to journey list
    Journey 1 (Draft) : Onboarding to Rebalance: Legacy to New Platform
    Consumer DutyBasel 3.1Cross-Platform

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    Summary
    Timeline
    Tickets
    Journey summary

    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.

    NOT EXECUTED
    Assigned to:
    2 checkpoints
    17 steps
    0 extensions
    1 data table
    Journey plans

    There are no plans associated with this journey.

    Execution - Best-Interest Outcome and Cross-Platform Evidence
    08 September 2026, 11:58 PM
    Journey 1: Onboarding to Rebalance: Legacy to New Platform runningโ€ฆ
    Wait 30 seconds for "Onboarding"
    Click on "Onboarding"
    Wait 18 seconds for button "New client"
    Click on button "New client"
    Write $targetAllocation in field "Target allocation"
    Summary
    Healed
    Journey side effects
    Tickets
    Execution in progress
    Execution is in progressโ€ฆ
    Execution - Best-Interest Outcome and Cross-Platform Evidence
    08 September 2026, 11:58 PM
    Journey 1: Onboarding to Rebalance: Legacy to New Platform 00:01:05
    Wait 30 seconds for "Onboarding"
    Click on "Onboarding"
    Wait 18 seconds for button "New client" ๐Ÿฉน healed
    Click on button "New client" ๐Ÿฉน healed
    Write $targetAllocation in field "Target allocation"
    Click on "Rebalance"
    Assert performance measuring "Rebalance Calculation" is less than 3000
    Summary
    Healed
    Journey side effects
    Tickets
    Summary report
    1 of 1 executions in 00:01:05
    โ—
    1 passed
    Launched by:
    AT
    โŒ˜ Environment: UAT
    Congratulations! All your
    journeys are doing great!