Project: Schwab Advisor Portfolio Connect
- Schwab Advisor Portfolio Connect is a banking domain project that delivers core capabilities and features through an intuitive, modern experience, without the need to download and reconcile data. The project goal is to provide advisors with a different choice in portfolio management, offering a more scalable, cost-effective option for managing Schwab accounts.
Here are my day-to-day activities working at Charles Schwab
- API Testing: Designed and executed manual test cases for API endpoints using Postman to validate functionality, performance, and security, ensuring accurate data exchange and compliance with specifications.
- Test Case Development: Created detailed test plans, test cases, and test scripts in JIRA to cover functional, integration, and regression testing for RESTful APIs, focusing on request/response validation and error handling.
- Defect Management: Identified, logged, tracked, and retested defects in JIRA, collaborating with developers to ensure timely resolution and maintaining high-quality deliverables.
- Requirement Analysis: Analyzed API documentation and requirements to develop comprehensive test scenarios, ensuring alignment with business objectives and technical specifications.
- Collaboration: Worked closely with cross-functional teams, including developers and product managers, to clarify requirements, provide testing feedback, and ensure seamless integration of APIs.
- Test Reporting: Generated and documented test execution reports in JIRA, highlighting test coverage, pass/fail metrics, and quality insights to support project decision-making.
- Regression Testing: Conducted regression testing for API updates and releases, ensuring backward compatibility and stability across application versions.
- Data Validation: Validated API responses against expected payloads, schema, and status codes, ensuring data integrity and adherence to JSON/XML standards.
- Project Information: Worked on projects related to Accounts on Savings, Billing, Client Reports and Retirement Services in Charles Schwab. Project practiced Agile and Kanban models with a Monthly Release and application goes live after a clean go from testing.
- Developed and executed comprehensive test plans to validate software functionality.
- Automated testing processes using tools such as Selenium using Java and C#