Trility helped a financial services firm enhance its compensation system by documenting business rules, implementing automated testing, and integrating test capabilities in its software delivery process. This improved system reliability, reduced manual testing time, and positioned the firm for future digital transformation.
A client that is a leading provider of tools for financial professionals faced significant challenges with a decades-old compensation system essential for calculating and distributing earnings to financial advisors. It evolved organically, resulting in a complex system with multiple workarounds. Key issues included:
Limited understanding of the embedded business rules, which are crucial for accurate compensation.
Manual intervention to generate paychecks led to inefficiencies and increased risk of errors.
Generating paychecks often took 6-8 hours, with an increasing frequency of delays impacting timely payments.
The aging system posed a significant risk, with the potential for critical failures increasing over time. The outdated technology meant that minimal support could be withdrawn at any moment, making it essential to understand the system for future replacement.
To address these issues, the client needed to document and validate business rules, create automated tests, and stabilize the system to reduce risks and prepare for future upgrades.
On the business side, the Trility team identified, documented, and validated the complex, embedded business rules. This involved detailed interviews with both business and development teams to understand and formalize the rules, translate the business requirements into consistent, actionable documentation, and provide clarity on the system's intended operations.
On the technical side, Trility developed an extensive automated test suite to validate the system's functionality. Major test groupings included:
Ensuring primary processes function correctly.
Verifying the rules for payments.
Checking the accuracy of financial calculations.
Ensuring correct application of transaction fees.
Trility provided the capability to run these automated tests as part of the existing continuous integration pipeline using Docker, ensuring system reliability and accelerating the testing process without overhauling build tools.
Trility delivered a comprehensive solution, enhancing the client's compensation system with key outcomes:
Created 229 automated acceptance tests and 151 automated isolation tests. Automated tests run in minutes and eliminate up to 6 hours of manual setup and testing.
Enabled automated tests to run as part of the existing pipeline, improving the build process and ensuring consistent and reliable operations.
Introduced Docker, marking the client's first experience with containerization. This foundational step enabled further use cases and automation opportunities.
Provided comprehensive documentation for future improvements and trained the client on Docker and automated testing, enabling their teams to maintain and enhance the system independently. Helped the client understand their system’s operations to validate functionality and reliability.
This solution improved system reliability, reduced testing efforts, and prepared the client for future technological advancements.
