Quality Assurance (QA) in the retirement services industry is undergoing a paradigm shift as firms modernize legacy Omni-based recordkeeping systems. This paper explores the transition from manual mainframe testing to intelligent automation for Omni-based retirement platforms. We discuss the challenges posed by legacy mainframe environments and the strategies to modernize QA using tools like IBM Personal Communications (PCOMM) for terminal automation, Job Control Language (JCL) for batch processing, and OmniScript for custom business logic. Emphasis is placed on maintaining compliance with stringent retirement regulations and ensuring data accuracy and system performance. We present case studies of organizations that have successfully migrated from labor-intensive, error-prone QA processes to robust automated frameworks. Diagrams and figures illustrate the legacy vs. modern architecture and quantify improvements such as reduced testing cycle time and increased coverage. The results demonstrate that intelligent automation in Omni-based systems not only accelerates testing and enhances quality but also ensures greater reliability and compliance in a highly regulated domain. The findings aim to guide retirement services providers in upgrading their QA practices for better efficiency, accuracy, and risk management.

Mainframe Modernization, Quality Assurance (QA) Frameworks, Automated Testing, Intelligent Automation, Omni-Based Retirement Systems, Robotic Process Automation (RPA)

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