2. Table of Contents Purpose and Prerequisites Data Migration Data Flow
Data Migration Process Flow
Data Migration Process Description
Roles and Responsibilities
Premium Collection after Data Migration Roll-outs
PLI Data Cleansing
Data Mapping
McCamish Modules

3. Purpose, Inputs and Output for Data Migration Process
The purpose of Data Migration Process is to ensure a smooth, accurate and timely migration of data from existing PLI/RPLI system to McCamish without impacting customer service and productivity of the customer.
Forms part of content for Data Migration training to IP-PLI
Purpose
Sign off on Data Migration Plan
Confirmation from IP-PLI on preparedness of office data to be migrated.
LAN/WAN network readiness confirmation
Command Center should be ready
List of offices identified for Data Migration as per Rollout Plan
Entry Criteria/ Inputs
Data Migration from PLI/RPLI to McCamish
Sign off on Reconciliation Reports
Exit Criteria/ Output

4. Data Migration Data Flow

5. Data Migration Process Flow
Sign-off from IP (PLI)
PMU – IP (PLI)
PLI to run scripts and share the discrepancy report with the circles
IP (PLI)
Data is clean or not?
To next phase
Data Mapping (Source System v/s Target System)
DM Team - Infosys
Share scripts of Data Cleansing rules with NIC/PLI
Infosys
Data Cleansing & Enrichment
Sys Admin – IP (PLI)
YES NO
DB – Converted and Cleansed data of all HOs
Sign-off on DM Plan
-Finalise DM Process
-DM Training
-LAN/WAN Readiness

6. Data Migration Process Flow…Contd.
Data Validation & Correction
Circle Officer – Infosys & IP (PLI)
From previous phase
Transfer PLI/RPLI DB from NIC
DM Team - Infosys
Extract Data
Stage 1 Area
Transform Source Data into format as reqd. by Target System
Target Schema Tables (Stage 2 Area)
Reconciliation
Data Upload
Upload Team - Infosys
Pre-staging Area
Data Profiling Report
Reconciliation Report
Sign-off
PMU – IP (PLI)
McCamish Staging Area
Data Migration Process Flow…Contd.

7. Data Migration Process Flow…Contd.
From previous phase
Trial Run
DM Team - Infosys
One-time activity for the selected offices
Sign-off
PMU – IP (PLI)
SIT
Report
System Integration Testing
DM Team - Infosys
UAT
Report
Mock Run
DM Team - Infosys
User Acceptance Testing
Zonal PMs – Infosys & End User IP (PLI)
Bug Fixing
YES
Is SIT successful? NO
Bug Fixing
Is UAT successful? NO
Data Uploading - Final
DM Team - Infosys
YES
End
McCamish Tables

8. Data Migration Process Description
Identifying source tables from PLI/RPLI system
Identifying source tables from McCamish system
Perform data mapping exercise
Data Mapping
Data Cleansing
Data will be extracted from the pre staging area. After validation and correction using validation engine the content of DB would be replicated to Stage 1 area for data transformation process
Data Transformation is the process of applying a set of rules to bring PLI/RPLI data to the same format as the McCamish . After transformation the Data will be inserted to the Stage 2 area and thereafter uploading to McCamish Staging Area
Data Extraction, Transformation and Loading
Sharing of PLI/RPLI Data cleansing scripts to NIC by Infosys .NIC will share the discrepancy reports to Circle offices after executing the scripts
Data will be cleansed and enriched with the help of Data Enrichment Cleansing Rules by DoP
The cleansed DB will be transferred to the pre staging area

9. Data Migration Process Description…Contd.
The reconciliation reports will be generated and validated before the uploading process
In the Upload process data will be loaded to Stage 2 Area
From Stage 2 area, data will be further migrated to production
Trial migration will happen for selected offices
Mock migration will happen across offices
Data Extraction, Transformation and Loading (Cont.)
After trial migration, system integration testing will be performed which will be followed by mock migration .After mock migration, user acceptance testing will be performed.
After UAT, data will be further migrated to production
User Acceptance testing and Final Upload

10. Roles and Responsibilities
OWNERS
RESPONSIBILITIES
INFOSYS
Resource Management ,project planning and coordination with different teams
Perform Requirements Gathering and Data Mapping Exercise
Data Transformation , Loading to McCamish
Generation of Reconciliation reports and Data validation
Issue Analysis and Resolution
Participate in UAT
Provide Remote Support to PO's post Migration
DOP
Data cleansing of electronic data - Based on business rules shared
Data Extraction from Legacy system for conversion to PLI/RPLI system
Data Validation , Reconciliation reports Signoff
Participate in UAT and Sign off
Confirmation on Office Readiness for migration
Sign off on Migrated Data

11. Premium Collection after Data Migration roll-outs
(Till entire circle gets migrated)

12. PLI – Data Cleansing

13. Data Discrepancy Report

14. Data Discrepancy Report

15. Data Issues Policy Status not known or is incorrect in system
Pay Mode is Null
Medical is Null or is Invalid
DO Code is Null
Spouse DOB is Null (YS)
Invalid Gender
Invalid Category
Difference between DOB and DOA is more than 45 years (CWLA Policies) .
Policies with loan amount less than 1000.

16. Data Cleansing
Infosys provided data cleansing scripts to DoP to generate policy wise data discrepancy report for Pilot offices
DoP to get those scripts run and share discrepancy report with respective offices
To run these scripts, appropriate access to database is required
Cleansing is to be done manually mostly by referring to case files and/or related ledger / table
Refer to data cleansing rules for more details in share point

17. Data Mapping

18. PLI Schema S.No. Table Name Description 1 Agent sanction detail
It Stores the detail of agent Incentive with circle and division wise 2
Agent sanction master
It stores the agent code and admissibility no and sanction no for agent incentive 3
Agent seq
Used for agent sequence no generation 4
APP_DET
Appointee details 5
ASSIGN_SEQ
Used for sequence no in policy assignment 6
CHILD
Child Policy Details 7
CON_TAB
Conversion for sum assured before 2008 8
DOCTOR
Doctor Master Details 9
DO_DATA
Development Officer Details 10
FILE_INFO
CSV File uploading details from HPO(in posting mofule) 11
FUND_FLOW_STATUS
Store fund flow entry from HPO 12
FUND_FLOW_STATUS_HIST
Updation stores in history 13
HPO
HPO Schedule Data 14
HPO_UA
Store UA settlement CSV file uploading through UA offline Software 15
INDREG
Indexing Information 16
INDREG_HIST
Index Register History

19. PLI Schema S.No. Table Name Description 17 INTEREST_TAB
Temporary table used for interest calculation 18
IN_TAB
Used for interest calculation storage 19
IRREG_DET
Round of value or excess amount stored 20
KLC_DET
Premium Ledger Data 21
KLC_DET_HIST
Store KLC updation history 22
LAST_DATE
Last Premium Detail 23
LOAN_DET
Detail of first loan transaction 24
LOAN_DET_HIST
Loan detail history 25
LOAN_DET_S
Detail of second loan transaction 26
LOAN_LEDGER
Loan Repayment Detail 27
LOAN_LEDGER_HIST
Loan ledger updation history 28
MEDICAL_PAYMENT
Medical payment entry by Division. to DPLI 29
MISC_RECEIPT
Misc receipt entry by Division to DPLI 30
MLOG$_POL_DET1
Log table for customer portal materialized view data 31
MLOG$_POL_DET2

20. PLI Schema S.No. Table Name Description 32 MV_LOG_DTL
For error tracking of customer portal (MV) 33
MV_SUMMARY_CLAIM
Used for MIS purpose claim (MV) 34
MV_SUMMARY_POL
Materialized view for MIS reports at directorate level 35
MV_SUMMARY_SURVIVAL_LOAN
Table used for survival & loan MIS reports at directorate level(MV) 36
NEWPOL_DET
Policy Details Master Data - 3 37
NEWSEQ
Key_id Sequence Number 38
NE_TAB
Exit Policy Details 39
NE_TAB_HIST
Store deleted / updated data 40
NOMINEE_DETAIL
Nominee Details 41
NOMINEE_DETAIL_HIST
Store updation in nominee details 42
PAO_DET
Postal Account Office Master Data 43
POL_ASSIGN_DTL
Store policy assignment details 44
POL_CONVERSION
Store policy conversion details 45
POL_DET1
Policy Details Master Data - 1 46
POL_DET2
Policy Details Master Data - 2 47
POL_DET_HIST
Keep track of key fields date updation 48
POST_IRREG_DTL
Store irregular amount at schedule posting

21. PLI Schema S.No. Table Name Description 49 POST_LOG_DTL
Keep track of CSV file mismatch while uploading by HPO 50
PO_DET
Post office details - cash recovery 51
REFUND_DTL
Excess Premium Refund details 52
REVIVAL_DTL
Revival sanction entry 53
REVIVAL_DTL_HIST
History of revival detail 54
SCHEDULE
cash/pay schedule ment)(Receipt & Pay 55
SCHEDULE_DEL
Policy deletion by HO for wrong schedule uploading 56
SCH_HIST
Consolidated schedule history monthly 57
SEQNO_CHILD
Sequence Number for child policy 58
SEQNO_GEN
Sequence Number for general policy 59
SPOUSE
Yougal surksha Spouse details 60
UA_DET
Unadjusted Policy Information 61
SUMMARY_V
MIS Purpose ( Materialized View) 62
UA_SETTL_DTL
Store settled policy details

22. McCamish Modules PMACS - Agency Management and compensation System
NBF – New Business Fulfillment
VPAS – Customer, Policy, Billing and other financial details