Catch a broken statement template before it reaches 10,000 policyholders
We validate the Thunderhead, SmartCOMM, and SmartDX templates, clause libraries, and data mappings behind your customer communications and trade documentation, so a template edit fails a regression check instead of a compliance review.
- US, Canada & UK overlapWorking hours planned around your team, not just ours.
- One point of contactA named lead owns the engagement end to end — no ticket queue.
- NDA on every engagementSigned before we see a single ticket or line of test data.
- Scale up or down monthlyNo multi-year lock-in — resize the team as the release calendar changes.
Who this is for
What you get
- Template functional and regression testing across your top 20–30 statement, policy, and correspondence templates
- ISDA Master Agreement, Credit Support Annex, and trade confirmation testing for SmartDX workflows, including clause library validation
- Multi-channel output validation — print, direct mail, email, web portal, mobile, and XML/PDF — checked against the same approved baseline
- An automated regression suite that flags unintended output changes whenever a shared template or clause library is updated
- Data mapping validation from your policy admin, trading, or core banking systems into the CCM/SmartDX XML data model
- Compliance conformance testing against ACORD, Origo, ISDA, and ISLA schemas, plus WCAG 2.1 accessibility testing for digital communications
- Sign-off documentation your compliance and legal stakeholders can use directly
Timeline & process
Document inventory & scenario design
Catalog every template, clause library, and trade document type in scope, along with data sources and business rules, then design test data covering edge cases and conditional branches.
Automated regression suite build
Build the regression suite that compares rendered output against approved baselines, and map content-block dependencies across downstream documents.
Multi-channel output validation
Validate the same documents across print, email, web, mobile, and XML/PDF outputs for consistent formatting and compliance disclosures.
Compliance sign-off & handover
Deliver sign-off documentation, walk your team through the suite, and agree on an ongoing monitoring cadence if you need one.
What we need from you
- Access to a Thunderhead, SmartCOMM, or SmartDX staging or UAT environment
- A list of templates, clause libraries, or trade document types in scope, plus the systems feeding data into them
- Sample test data covering edge cases — empty fields, maximum-length data, and conditional content branches
- A compliance or legal stakeholder we can loop in for schema and clause sign-off
- One walkthrough call with your CCM or documentation platform admin before kickoff
Proof, not promises
Not in scope, so there are no surprises
- Configuring or authoring templates and clause libraries — we test what’s built, we’re not the CCM implementation team
- Legal review of clause language or trade terms — this is schema and compliance conformance testing, not legal counsel
- Ongoing production monitoring beyond the agreed engagement window — available separately as a retainer
- Testing of output channels not agreed at kickoff — for example, a channel you haven’t launched yet