Overview

This hands-on class covers the critical QA and Certification requirements for EnterpriseFTX™ systems that utilize the Open Financial Exchange protocol.  Students learn what’s involved in getting their new OFX-based EnterpriseFTX™ system certified for use by Intuit’s Quicken and Microsoft’s Money users.  OFX certification is mandatory for financial institutions that support Personal Financial Manager (PFM) access by online clients.  Financial Institutions are required to pass hundreds of certification tests in order to go live with their PFM support. This course leverages EEI’s extensive experience in delivering online financial services systems and in certifying OFX systems in accordance with the requirements defined by Intuit and Microsoft.    Additionally, users will learn how to setup the appropriate environment to Q. A. and stress test their EnterpriseFTX™ system.
Objectives

Upon completion, students should be able to:

• Understand the process of certifying their OFX-based systems with both Intuit and Microsoft.
• Set up a QA and certification environment
• Run live certification tests and interpret results.
• Run Stress tests against an EnterpriseFTX™  Server
• Understand how to Troubleshoot QA and Certification problems.

Topics Include:

• PFM OFX Certification Process
• Working with Intuit and Microsoft
• Setting up the Certification Environment
• Running Certification Tests
• Troubleshooting Certification Issues
• Sending Certification Logs to Intuit.
• Prosoft Certification
• Setting up a successful QA environment.
• Running High volume Stress Tests
• Testing Fault Tolerance of your EnterpriseFTX™  system
• EnterpriseFTX™  QA Troubleshooting

Prerequisites:

Fast Track to EnterpriseFTX™

Who Should Attend?

QA Specialists, Systems Administrators, Database Administrators, Project Managers