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A test persona is a test customer in your UAT data that represents a real type of CDR consumer. Testing with several personas confirms that each customer sees the right accounts in the consent flow and receives the right data.
As a minimum, set up these three personas:
Run every test phase for each persona. Throughout the phases, the guides call out where each persona should return different results, so validate against those differences.

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Prepare persona data

For each persona, confirm the following before you start testing:
  • A reachable email address. Personas sign in to the consent flow and the consent dashboard with a one-time password (OTP) sent by email, so each persona’s email must be an inbox your testers can access.
  • Known accounts. Record the accounts each persona holds so you can confirm the consent flow lists all of them.
  • Known data. Record key values, such as balances or billing details, so you can check the API responses in Phase 2.
If you use the Fiskil Data Store, send Fiskil the customer ID for each persona and the email address to set on it. UAT data may not have email addresses configured for your authorised testers.

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What to expect for each persona