Data Migration Process

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

Table of Contents

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

Data Migration Data flow

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

NODB – Converted and Cleansed data of all HOs

Sign-off on DM Plan-Finalise DM Process -DM Training-LAN/WAN Readiness

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-------------------------DM Team - Infosys

Stage 1 Area

Transform Source Data into format as

reqd. by Target System

---------------------------DM Team - Infosys

Target Schema Tables

(Stage 2 Area)

Reconciliation-------------------------DM Team - Infosys

Data Upload-------------------------

Upload Team - Infosys

Pre-staging Area

Data Profiling Report

Reconciliation Report

Reconciliation Report

Sign-off-------------

-PMU – IP

(PLI)

McCamish Staging Area

Data Migration Process Flow…Contd.

End

Sign-off-------------

-PMU – IP

(PLI)

UAT Report

System Integration Testing

---------------------------DM Team - Infosys

User Acceptance Testing

---------------------------Zonal PMs – Infosys &

End User IP (PLI)

Trial Run------------------------DM Team - Infosys

SIT Report

Is SIT successful?

YES

NO

Is UAT successful? Bug Fixing

NO

YES

One-time activity for the selected

offices

Mock Run------------------------DM Team - Infosys

Data Uploading - Final

------------------------DM Team - Infosys

McCamish Tables

From previous phase

Bug Fixing

Data Migration Process Description

• Identifying source tables from PLI/RPLI system• Identifying source tables from McCamish system• Perform data mapping exerciseData 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

Data Migration Process Description

• 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

Roles and Responsibilities

Premium Collection after Data Migration roll-outs

Data Discrepancy Report

Data Discrepancy Report

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.

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

Thank You