Sl No

Assyst

No. of linked incidents

Portal

PL / Services or both PL PL PL PL PL PL PL

ISIS Impact? Top 5?

1 2 3 4 5 6 7

6035196 6539182 6640074 6726011 7040726 7153596 7501485

0 Pension Tracker 0 Customer 0 Customer 0 Advisor 0 Advisor 1 Pension Tracker 0 Advisor

Yes No No NO NO NO

8 9

7796117 8173511

0 Pension Tracker 0 Advisor

PL PL

Yes No

10

8173724

Customer

PL

No

11 12 13 14

8197411 8204893 8257239 8258612

1 Customer 0 Advisor 5 Customer 5 Customer

PL PL PL PL

Yes No No No

15 16 17 18 19 20 21 22 23

8283626 8301096 8418186 8419389 8459173 8460271 8503134 8516027 8545225

0 Customer 1 Advisor 0 Customer 0 Advisor Advisor Advisor Advisor 5 Customer 0 Advisor

PL PL PL PL PL PL PL PL PL

No Yes Yes

Category

UTC and screen shot present in Assyst?

Target Release

Warfile Name/ Build Number

Ready for R45 Ready for R45 Ready for R45 Ready for R45 Ready for R45 Ready for R45 Ready for R45 Clarification Reqd from SME /business Ready for R45 Analysis completed and awaiting confirmation from SME Clarification Reqd from SME /business Ready for R45 Ready for R45 Ready for R45 Clarification Reqd from SME /business Ready for R45 Ready for R45 Ready for R45 Ready for R45 Ready for R45 Ready for R45 Ready for R45 Ready for R45

45 45 45 45 45 45 45

45 45

45

45 45 45 45

45 45 45 45 45 45 45 45 45

Defect/ Test scenario

Remarks for Not having UTC and screen shots

Owner

Peter Ivanov Kunal Kunal Andrew Hovell Andrew Hovell Siddharth Siddharth

Sunny Siddharth

Sunny

Sachin Siddharth Jyotsna Jyotsna

Kunal Peter Sunny Neelu Peter Ivanov Peter Ivanov Aditi Aditi Jyotsna

Remarks for R45 development

Dev & Unit Sys Tester Testing complete? Unit testing Unit testing

Unit testing

Unit testing

Awaiting clarification from Aaron

Unit testing Unit testing

Unit testing

ST Start Sys On Track Date Completion Date

AT QG

AT start date

Sl No

Assyst

Portal

Category

UTC and screen Defect Status shot present in Assyst?

1 2

7040726 Advisor 6726011 Advisor

Ready for R45 Ready for R45

yes yes

Reproducable Reproducable

6035196 Pension Tracker

Ready for R45

yes

Reproducable

7153596 Pension Tracker

Ready for R45

yes

Reproducable Couldn't be tested in SYS Couldn't be tested in SYS Searching for the valid policy with DSS values

6640074 Customer

Ready for R45

yes

6539182 Customer

Ready for R45

yes

7501485 Advisor

Ready for R45

yes

8204893 Advisor

Ready for R45

yes

Reproducable

8173511 Advisor

Ready for R45

yes

Reproducable

10

8197411 Customer

Ready for R45

yes

Reproducable (NE)

11 12

8173724 Customer 8257239 Customer

Ready for R45 Ready for R45

yes yes

Reproducable Service error for the policies

13

8419389 Advisor

Ready for R45

yes

Reproducable

14

8459173 Advisor

Ready for R45

yes

Not Reproducable

15

8258612 Customer

Ready for R45

yes

Service error for the policies

16

8460271 Advisor

In progress Clarification Reqd from SME /business Clarification Reqd from SME /business

yes

Error for Download Illustration

17

7796117 Pension Tracker

yes

Reproducable

18

8283626 Customer

yes

Not Reproducable

19

8301096 Advisor

Ready for R45

yes

Reproducable

20

8418186 Customer

Ready for R45

yes

Data Issue

21

8503134 Advisor

Ready for R45

yes

In Progress

22

8516027 Customer

Ready for R45

yes

Data Issue

23

8545225 Advisor

Ready for R45

yes

Reproducable

Journey

Page anchoring issue in Unsecure Fund centre screen Mortgage Life assurance in product(Apply , Quote screens)

Testdata Requirements for System Testing(System Environment) No No

Date

Developer

5/23/2011 Andrew Hovell 5/23/2011 Andrew Hovell

Adviser portal/My Clients/policy- SP93003352/Need Pension policies/View online pension tracker/retirement planner/what if calculator/Confirm change/Navigate to plan Summary/Changes requested tab/On top of changes list there is a retirement age change/Mr Adviser Test 16 /After fix_Real Adviser name and title. No Pension Tracker Journey/Tips and Tools section/Jargon bustre link not working/Check both through AP and CP HBX Issue , Change of Address not being measured_Change of Address pages don't have hitbox tagging HBX Issue , Change of Address not being measured_Change of Address pages don't have hitbox tagging Adviser portal/Policy -- Designer pension @ Aviva/Transcation History/DSS Payments/DSS Payment recovery.

5/23/2011 Peter Ivanov

No

5/23/2011 Siddharth Khandelwaal

No

5/19/2011 Kunal

No

5/19/2011 Kunal

No

5/18/2011 Siddharth Khandelwaal

Portfolio Apply/withdrawal Option screen/Fund Selection/Add % or Amount should not come instead user shd be asked to add one funds for fund specific withdrawals. No

5/18/2011 Siddharth Khandelwaal

Portfolio Apply/withdrawal Option screen/Fund Selection/Add % or Amount should not come instead user shd be asked to add one funds for fund specific withdrawals. No

5/18/2011 Siddharth Khandelwaal

Check the Valuation tab for customers with Policy Portfolio Step down Option(Electronic)/policy no 2398566UH/when user clicked on valuation tab he gets policy details instead of detailed values for policy No

5/24/2011 Sachin

Check the Valuation tab for customers with Policy 2505595610 (Pre 95 Individual personal pension)/In valuation Details the customer is not getting the datails for Final bonus. No I pay field in Customer Portal Policy Details screen(Aviva Staff Pension SCHeme) In Adviser portal check the county field in Address /search by both policy No. and name.Policy - Low Cost Endowment.Policy used - A12258934

5/24/2011 Sunny

No

5/24/2011 Neelu

Report generation by selecting all (Create Report Option)

Peter Ivanov

Service Issue in CP //Customer Portal Policy Details Page/I pay section/ Policy Type - GY0028826(prod) No Quote Summary page /Personal pension/Download Illustration/Annual Fund Charge value is differing/The issue is when tried to retrieve an already existing quote.It is coming with a correct value for Annual fund Charges. No In Investments/Review Current investment /Funds section Policy - SM93441852/Stakeholder pension/Customer Portal/Technical error Mortgage life insurance (Client present/Transfer from paper)

5/24/2011 Jyotsna

6/2/2011 Peter Ivanov

No

6/9/2011 Sunny

No

6/9/2011 Kunal

No

6/9/2011 Peter Ivanov

same as 8257239

Invalid Transfer value in comparison to Unisure data No

6/9/2011

same as 8257239 Unsecure AP/Reset password/add apostophe in email address

No

6/9/2011 Jyotsna

Policies Required

not required not required

SP93003352 (Designer Stakeholder @ aviva) 8500039UH(Your Pension @ aviva)_ any policy will work

not required

not required

pending with NOPSUPP

not required

not required (Portfolio Step down option (electronic))_2062974UL Usn - Username20 Pwd - Foreign123 Pin- 1357 (Portfolio Step down option (electronic))_ 2101565UH Usn Username19 Pwd - Foreign123 Pin- 1357

(Pre 95 Individual personal pension)_ PP44000267 Usn - Username21 Pwd - Foreign123 Pin - 1357

pending with NOPSUPP Low Cost Endowment.Policy _A12258934 County -Berkshire(Check service response) Any policy from Assyst data SM93309042 SM93311380 8500021UM TK91000029

Need to register in CP following Stakeholder Pension with NOPSUPP pending in SYS SM93309042 SM93309047 SM93309051 Registered policy in CP but couldnt Customer portal not required reproduced Usn Username22 Username23 Pwd Foreign123 Foreign123 Pin - 1357 1357

not required

policies - TL94006069,TL94005255

not required

Forename The policies in yellow are the registered ones 1 Janice 2 Class 3 Set 4 Seat 5 Class

Surname

Policy

Sumner Class Cet Class Place

TK10000037

TK91569035 TK91569021 TK91569019 TK91569130

6 Ian 7 Baby

Caf-R-One Bird

TL94006213 TL94005255 8400110UF 8400146UE 8400802UF 8400833UM 8441441UF 8500021UM P3000990B P0423265A P0511761A P0512793A P0032520F PP44000047 PP44000242

8 Gillian 9 Barrie Richard 10 Helen 11 Christopher Bernard 12 Geoffrey Peter

Hampson Sleeman Colley Dawn Denyer

13 Andrew Dean 14 Michael 15 Daniel William 16 Amanda Mary 17 Tracy Ann 18 Peter 19 Agnes Susan 20 Albert James

Wallis Sankey Vincent Davies Owens John Lile Aikens Bateman

Color (yellow)

Used

21 After 22 Michael Charles 23 Mark Julian

Fndval A Webster Siddons

TL94006069 P0520906F SM93309107

New data 1 Andrew Dean 2 Minakshi 3 Janet Margaret 4 TV TRAVEL

Wallis Mehta Hicks SHOP

Address 1

Postcode

Start Date Retirement date

Current regular Premium

113 Monkhams Avenue SET as set SD

IG8 0ER RF4 4DD ED4 4DD DC34 4FF DD3 3FF

2/3/2011 23/08/2024 01/01/2006 01/01/2028 01/01/2008 01/01/2028 01/01/2006 01/04/2008 01/01/2028

100 74.08 222 1/1/2028 222 0

100 New Moon Crescent NR2 9TT Policy Holder NR2 1RP 07/07/2010 02/02/2025 01/01/2003 2/25/2055

180

950

22a Southdown Avenue 33 Kelston Road 49 Manor Drive South 45 Wymondham Close 69 Silvester Road

DT3 6HS BS22 7FD YO26 5SB NG5 6PQ PO8 8TR

18/07/2000 24/02/2023 18/07/2000 19/10/2000 21/10/2028 05/12/2000 01/01/2001 01/07/2037 9/4/2032 3/18/2019

0 0 0 79.9 40

65 Cardoness Road 204 Acorn Street 7 Orchidhurst CUPAS MIG UNKNOWN 30 Greenhead Avenue Apartment 5, Block 2 employer address 12 Addacsfiftyfour

S10 5RT WA12 8LG TN2 3BZ XX99 9XX KA20 4EA BS10 7NZ NR1 1RP PA3 7ER

24/04/2001 18/02/2019 28/10/2005 14/02/2018 01/08/1998 20/01/2030 08/05/1990 10/07/1990 04/03/2027 15/03/2001 12/12/2014 05/07/1988 31/12/2017 05/07/1988 25/07/2034 4/29/2023

167.86 20 50 0 0 0 0 0

NOrwich 1 Red Delph Lane Lower Cefn Carnau

NR3333RP WA11 7SY NP15 1PG

01/01/2005 16/02/1998 23/03/2045

65 Cardoness Road 38 Davenham Avenue 4 Poplar Avenue ENTERPRISE HOUSE

S10 5RT HA6 3HQ WF2 9DG BR2 9LY

4/24/2001 Your Pension @ Aviva 2/18/2019 27/04/2001 Your Pension @ Aviva 08/08/2012 24/04/2001 Your Pension @ Aviva 7/9/2032 05/06/2001 Your Pension @ Aviva 1/1/2028

Product Policy type

Employer Gross Amount

Designer Pension@ Aviva-Pension Designer Pension@ Aviva-Pension Designer Pension@ Aviva-Pension Designer Pension@ Aviva-Pension Designer Pension@ Aviva-Pension 37.04 111 111

Personal Pension Personal Pension

Your Pension @ CGU Your Pension @ CGU Your Pension Select @ Aviva Your Pension Select @ Aviva Your Pension Select @ Aviva

Your Pension @ Aviva CGU Personal Pension Optimiser basis

Personal Pension Pension PEnsion

167.86 0 20,952.95 300 130

444,338.77

232,548.93

Current Policy Value (Sum Assured) Username

Password Pin

Name of first sch|ool City u born in

10,582.31 Username11 Foreign123 1357

1566.6

527.59 9,791,927.77

37,919.37 15,043.09 92,896.23 82,903.49

444,469.87 Username2 4,941.61 130,090.54 28,169.35 14,172.37 223,052.06

Foreign123

1357 school

city

328,150.72 Username12 Foreign123 valuation not available. Username1 Pa55word1

1357 1357 school city

Username3 Username4 Username5

Foreign11 Foreign12 Foreign13

1357 school 1357 same 1357 same

city

Username13 Foreign123 234.00 101.4

1357

If u could meet someone from history

1st street u lived on

Memorable place

history

street

place

history

street

place

history

street

place

[email protected]

Forename 1 Hum 2 Johny 3 Test 4 Oswald 5 Ecupbnu 6 Stephen James 7 Beryl Gordon

Surname Tum Johny Pacbond Qgbagaj Test Barber Meagher

Policy (Investment type)

1249079UL 1249080UG 1199548UJ 1199556UY 1199880UL 2101565UH 2062974UL PP44000267

8 Alessandro

Beauchamp

7796117 9 Defect 29171 Pre97

Assyst fix - 8459173 Testing in Adviser Portal

SM93309042 2 SM93309047
1

Stakeholder Pension Stakeholder Pension

SM93309051

Stakeholder Pension

Current regular Premium/O rignal amt put into Address 1 7 Monkgate Cloisters 5 Monkgate Cloisters 2 Rougier Street Reed House 6 Southwell Road 3RD FLOOR (QA) Postcode YO31 7HY YO31 7HY YO90 1UU NR7 0WF NR1 3HS YO90 1WR Start Date Retirement date 11/24/2010 not stated 11/24/2010 not stated 8/25/2009 not stated 7/19/2009 not stated 9/10/2009 not stated 1/30/2004 3/2/2004 100,000.00 100,000.00 20,000.00 500,000.00 75,000.00 50,000.00 30,000.00

ZENITH BLOCK C (TST) YO30 5PB

13 Adlington Hall Mews

KA9 7AN

17/07/1988

5/16/2012

Username22

Foreign123

9/18/1903

Product Policy type

Current Policy Value (Sum Assured) Username 231,524.33

Password Pin

PORTFOLIO STEP DOWN OPTION (E/TRONC) PORTFOLIO STEP DOWN OPTION (E/TRONC) PORTFOLIO LEVEL OPTION (ELECTRONIC) PORTFOLIO STEP DOWN OPTION (E/TRONC) PORTFOLIO STEP DOWN OPTION (E/TRONC)

231,524.33 Username17 Foreign123 7,729.09 Username18 Foreign123 595,344.96 34,671.06 Username19 Foreign123 Username20 Foreign123

1357 1357

PORTFOLIO STEP DOWN OPTION (ELECTRONIC) PORTFOLIO STEP DOWN OPTION (ELECTRONIC)

1357 1357

Pre 95 Individual Personal Pension

Username21 Foreign123

1357

Name of first sch|ool Ifin could meet someone from history City u born u 1st street u lived on place Memorable