{"id":25874,"date":"2021-01-25T18:16:50","date_gmt":"2021-01-25T18:16:50","guid":{"rendered":"https:\/\/app14743.cloudwayssites.com\/?post_type=case-study&p=25874"},"modified":"2022-04-08T13:50:22","modified_gmt":"2022-04-08T20:50:22","slug":"fortune-500-financial-services-company","status":"publish","type":"case-study","link":"https:\/\/app14743.cloudwayssites.com\/case-studies\/fortune-500-financial-services-company\/","title":{"rendered":"Leading financial services company"},"content":{"rendered":"\n
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Highlights<\/h2>\n\n\n
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Leading financial services technology providers are looking to sidestep the time and effort spent on manual PDF checks for documents.<\/p>\n<\/div>\n <\/div>\n

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Many software professionals in the financial services industry believe Applitools is the perfect tool to help them create automation for checking PDF agreements. <\/p>\n<\/div>\n <\/div>\n

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Using Applitools for automating PDF checks is able to save hundreds of hours in labor time for QA teams, achieve their ROI faster and help their testers take their testing knowledge to the next level. <\/p>\n<\/div>\n <\/div>\n \n\n\n

Real-World Challenge <\/strong><\/h3>\n\n\n\n

Applitools serves multiple Fortune 500 companies that provide financial services (FinServ) technology solutions in areas such as account processing and digital banking solutions, e-commerce and card issuer processing and network services. Headquartered all across the world, FinServ tech providers serve clients such as banks, credit unions and securities broker dealers. Each provides solutions for thousands of financial institutions and millions of businesses in over 100 countries. <\/p>\n\n\n\n

With such a heavy flow of business traffic happening daily, agreement-related documents are essential to establishing the business relationship between FinServ technology providers and their clients. In order to keep these documents up to date and seamless for their clients, these companies traditionally have to manually check each one of their PDF documents. The manual PDF checks require hardware investment, new test case infrastructure and a lot of time, as each merchant typically receives around six documents as large as 50 pages each. <\/p>\n\n\n\n

Per Dave Harrison, Software Testing Practice Lead in the financial services industry, \u201cI questioned, how can companies grow their base of merchants and how can they get them up and running, quicker? One answer here is to request to drive improvements in how companies use PDF documents and how to process them for growing business channels of merchants. The delay for manual tests and checks is unacceptable due to time constraints. Most companies would be looking at a cycle time of days, possibly, for some of these changes, and time in the market is crucial.\u201d <\/p>\n\n\n\n

The Solution <\/strong><\/h3>\n\n\n\n

Any financial services company listed in the Fortune 500 must maintain such successful business practices and keep growing as a company in order to remain on the list. Creating solutions to automate manual PDF testing issues is one way to automate mundane and error-prone processes.<\/p>\n\n\n\n

An initial solution to the PDF testing problem for technology providers–a single generated PDF– creates the need for very little customization and manual checks for a small number of content details where changes are relatively infrequent. But, a new issue sprouts from this solution. Technology needs to respond to this issue with something that allows for dynamically generated PDFs for the onboarding of new business. <\/p>\n\n\n\n

\u201cPaper documents need to become dynamically generated by a microservice and then picked up by a visual validation service like Applitools,\u201d says Christopher Kane, Software Test Engineer in the financial services industry. \u201cOne of the first steps in creating the solution to this problem is finding the perfect tool that would allow testing teams to create automation for checking PDF agreements. People are identifying Applitools as the main piece in the solution that would allow companies to accomplish its goal, and pretty soon it\u2019s off to the races.\u201d<\/p>\n\n\n\n

More and more, a tech stack is emerging for FinServ technology provider solutions: <\/p>\n\n\n\n

  1. leverage a web services automated test created in Postman, run via the Newman CLI in Jenkins. <\/li>
  2. The Postman test generates the PDF\u2019s by sending the response raw data from the requests to a custom built internal microservice running on a Nodejs server that writes the PDF files to a folder. <\/li>
  3. From there, the Applitools ImageTester sends the PDF\u2019s to the Applitools Eyes Platform for Visual AI analysis, which instantly detects and alerts the team of any variations from a previously agreed upon baseline PDF file.<\/li><\/ol>\n<\/div><\/div>\n\n\n