MFIs is small client base who may want to upon rollout open all new accounts in Mifos and run in parallel with the old system until all clients are managed in Mifos. (Low Impact)
Opening Balances Only
Only migrate client data and opening balances for all loan and savings products. (Medium Impact)
Employing this approaches means dropping all historical data and as a result the Datawarehouse and historical based reports are not useful for these accounts out of the box.
As mifos doesn't really support opening balance for loan/savings accounts, and there might be issues around 'adjustments of last transactions' as mifos at present can make assumptions about the first transaction being a disbursement (with respect to loans)
Model Opening Balance for loan and savings accounts
If opening balance approach is useful and used often, we should build this capability into mifos domain model and services and as such when migrating data into mifos, avoid possible problems with other behaviour in the system.
All Historical Data
Migrate all data into Mifos (High Impact)
As mifos (through an API or in model) doesn't really support the creation of loans, savings, client etc with historical data; Employing scripts that go straight to the database schema have being the only way of achieving something like this.
Model creation of clients, loans, savings etc with respect to historical data
We should build this capability into mifos domain model and services and as such when migrating data into mifos, avoid possible problems with other behaviour in the system.
From keeping track of past and current migration details and we can better understand how to add value to mifos to make migrations a little easier and consistent hopefully.
In Existing Data Migration Tips/Problems some issues were noted that caused problems. Some of the issues were around conceptual differences between source and destination systems and as such source may not have information for putting into destination and vice versa, mifos doesn't support a concept that is allowed in source system. If this concept was common enough in microfinance then would it be fair to say that mifos should try to model/support this concept?