UAT_Plan_Banking_App.docx - Detailed plan to run UAT effectively

UAT Plan for Banking APP to give you Idea, what needs to be cover in UAT plan

1. User Acceptance Testing (UAT) Plan
Project Name: [Insert Banking App Project Name]
Version: [Insert Version]
Date: [Insert Date]
Prepared By: [Insert Name]
1. Objective
Describe the purpose of UAT – e.g., to ensure the banking app meets business requirements and
supports end-user workflows.
2. Scope
In Scope:
- [List modules/features covered in UAT, e.g., Login, Fund Transfer, Bill Payments]
Out of Scope:
- [List items excluded, e.g., performance/load testing, backend API testing]
3. UAT Approach
Explain how UAT will be conducted – business users testing real-life scenarios, BA support,
defect tracking, etc.
Mention tools used – e.g., JIRA for defects, Excel for test cases.
4. Entry Criteria
- SIT completed with major defects closed
- UAT environment ready and stable
- Test data prepared
- UAT test cases approved
5. Exit Criteria
Define closure conditions, e.g., 95% test cases executed, no critical defects open, stakeholder
sign-off.
6. Roles & Responsibilities
Role Responsibility Owner
Business Users Execute UAT test cases [Name/Dept]
Business Analyst Clarifications, requirement
validation
[Name]

2. QA Team Support with test cases,
defect tracking
[Name]
Developers Fix defects raised in UAT[Name]
Project Manager Monitor progress, ensure
closure
[Name]
7. Test Scenarios (Sample)
ID Scenario Steps Expected Result
UAT-01 Login with OTP Enter valid
credentials & OTP
User logs in
successfully
UAT-02 Fund Transfer
(IMPS)
Select payee, enter
amount, confirm
Transaction success,
SMS/email sent
UAT-03 Insufficient BalanceAttempt transfer >
balance
Error: 'Insufficient
Balance'
8. Test Schedule
Phase Start Date End Date Owner
Planning [Date] [Date] [Owner]
Test Case Prep [Date] [Date] [Owner]
Execution [Date] [Date] [Owner]
Defect Fixes [Date] [Date] [Owner]
Sign-off [Date] [Date] [Owner]
9. Defect Management
Tool/Process for defect tracking – e.g., JIRA
Severity/Priority levels – Critical, High, Medium, Low
Escalation/triage process
10. Risks & Mitigation
Risk Mitigation
Delay in UAT environment Early coordination with Infra team
Lack of test data Prepare and migrate data before UAT

3. Business user availability Assign backups
11. Deliverables
- UAT Test Plan
- UAT Test Cases
- Daily Status Reports
- Defect Logs
- Final UAT Sign-off Document