Dear all,
SunGard would like to make available the first version of the Mifos Data
Migration Toolkit. The toolkit can be used to migrate data from the Legacy
system to Mifos. The toolkit has been tested for the Mifos 2.1 version. The
tool along with the instruction manual for using the tool can be accessed and
downloaded from
here<https://docs.google.com/viewer?a=v&pid=explorer&chrome=true&srcid=0B7TIEjUszn9bZTI0ODAwMzYtNDQ3YS00MWZmLTlmZTMtYjEzNjAwNjI2NWM1&hl=en_GB>
The following functions are supported by the migration toolkit in the current
release.
1. Migration of Centers, Groups, clients entity wise
a. Client Family details
2. Migration of Loans - both individual client and group loans
a. Support for Flat Rate of interest type
b. Support for Declining Balance interest rate type
3. Migration of Individual clients i.e. clients not associated with any
groups or Center
4. Migration of groups independent of centers
5. Migration of Additional fields - Questions groups
6. Validations for
a. Mandatory field in MIFOS
b. Duplicate records check
c. Range checks on the loan product offerings
d. Hierarchy check to validate the loan officer -> Center -> Group->Client
link
e. Loan Product Applicability : Products applicable to groups should have
loans created for the groups only and not clients
f. Loan creation with product frequency Mismatch : Validation such that
the recurrence for the loan product matches the customer/center schedule
7. Date Validations :
a. Loan creation date should be greater than center creation date ( or MFI
joining date)
b. Group MFI joining date should be greater than center creation date
c. Disbursement date in loan account cannot be less than loan creation
date
d. Should not allow future dated values for MFI joining date, loan
creation date etc
8. Migrating One Time fees
9. Migrating Group loans
We would be happy help any of the Mifos users/specialist if they need
assistance in using the tool. Also any feedback on the tool is welcome. We will
work on the next version of this tool depending on how the Mifos product itself
evolves and what role SunGard as an organization can play in the next phase of
Mifos product.
A special thanks to Satiya and Ramya from the SunGard team for developing the
key features of the toolkit.
Thanks
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