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Quality Assurance Checklist
Data Integrity and Accuracy
Verify that all data entries match source documents.
Ensure that data input follows standardized formats.
Check for any duplicate records and resolve them.
Validate data calculations for accuracy.
Confirm that data updates are reflected in real-time.
Compliance and Regulatory Adherence
Review processes for adherence to financial regulations.
Ensure that all transactions are logged and traceable.
Verify that customer data privacy protocols are in place.
Check that anti-fraud measures are implemented effectively.
Confirm that all regulatory reports are generated and submitted on time.
Customer Service Quality
Ensure that customer inquiries are responded to within the specified time frame.
Verify that customer complaints are logged and resolved promptly.
Check the accuracy of information provided to customers.
Review customer feedback for service improvement opportunities.
Confirm that customer service representatives are properly trained.
System Performance and Reliability
Monitor system uptime and downtime statistics.
Ensure that backup systems are operational and tested regularly.
Check for any software or hardware performance issues.
Verify that security patches and updates are applied promptly.
Confirm that disaster recovery plans are in place and tested.
