Mansa Testing Report

Comprehensive Report on Mansa and ATG: User Experience, Usability, and Bugs

Executive Summary

This report combines insights from the Mansa E2E and ATG to evaluate the user experience , usability, and bugs in the Mansa platform when integrated with ATG. It examines key journeys for regular subscribers, agents, verifiers, and admins, identifying strengths, pain points, and critical issues.

Key Findings:

Strengths:

Core functions—such as company search, due diligence report downloads, and basic onboarding for agents and verifiers—work well in standard scenarios.

Weaknesses:

Major issues include failed AML screening submissions, inconsistent data transfer between systems, missing validations, and inadequate user feedback, which significantly harm UX and usability.

Bugs:

Technical problems related to redirects, form handling, and session management affect security, compliance, and user trust.

Recommendations:

Prioritise fixing blocked journeys e.g., AML screening, strengthen validations, improve feedback mechanisms, and perform targeted user testing.

User Experience (UX) Analysis

User experience measures how intuitive, efficient, and satisfying the platform feels for different roles. The tested journeys show a combination of smooth processes and significant frustrations, especially in integrations and critical tasks.

Positive Aspects

Efficient Core Flows:

Regular subscribers can quickly search for companies, view profiles, and download due diligence reports.

Role-Based Access:

Agents and verifiers receive appropriate module access after onboarding , allowing immediate entity creation.

Admin Support:

Payment and entity publishing approvals include notifications, fostering collaboration.

Negative Aspects

Integration Friction:

Users starting in ATG must manually navigate to Mansa, and pre-filled details e.g., phone, email do not transfer during onboarding, requiring duplicate entry.

Blocked Critical Paths:

AML screening for individuals and companies fails completely , leaving users at a dead end with no resolution guidance.

Poor Feedback:

Buttons like "Send Authorization" lack loading indicators or disable-on-submit behaviour, risking duplicate actions. After submission, users receive no status updates.

Confusing Elements:

Onboarding includes unlabeled upload fields and contradictory instructions e.g., around T&Cs and registration documents.

Edge Cases:

Incomplete KYC data slows screening, but users receive no guidance on best practices.

Usability Analysis

Usability evaluates ease of navigation, error prevention, and overall accessibility.

Positive Aspects

Effective Search and Navigation:

Company searches by name work reliably, showing only approved entities.

Flexible Tier Management:

Agents can begin at higher tiers or upgrade/downgrade entities as needed.

Clear Credit Handling:

Paths for checking and purchasing screening credits are straightforward.

Role Selection:

Explicit choices during onboarding prevent access mistakes.

Negative Aspects - ATG

Redundant Actions:

Role selection requires double clicks, and the "Home" button redirects to raw JSON instead of the dashboard.

Missing Validations:

No checks for file upload size/types; phone numbers exceed limits silently; Title field accepts numbers; DOB allows future dates; email/website fields lack format validation.

Session Issues:

Users must manually log out of Mansa before starting new ATG onboarding.

Non-Functional Elements:

The "Refresh" button in Billing is visible but does nothing.

Lack of Transparency:

Bank transfer payments require manual admin review with no user-visible pending status.

Unusable Features:

Screening submissions fail entirely with no recovery options.

Bugs Identified

Bugs are categorised by severity:

Recommendations

Fix AML screening submission failures (individuals and companies); ensure processing and credit deduction work reliably. Test with complete/incomplete KYC.

(Medium effort)

Restrict DOB field to past dates only.

(Low effort)

Enable data carryover from ATG pre-fills to Mansa onboarding forms.

(Medium effort)

Add client-side validations for phone length, alphabetic Titles, email/website formats, and file uploads (size/type).

(Medium effort)

Improve session management (e.g., auto-logout or single sign-on between ATG and Mansa).

(High effort)

Correct "Home" button to redirect to the proper dashboard.

(Low effort)

Add loading indicators, button disabling on submit, and post-submission status notifications/modals.

(Medium effort)

Clarify onboarding UI: label all fields, remove contradictory text, add tooltips.

(Low effort)

Streamline role selection to a single action.

(Low effort)

Implement dashboard tracking for pending payments, approvals, and applications.

(Medium effort)

Conduct usability testing sessions focused on edge cases (e.g., bank transfers, legacy integrations).

(High effort)