Data Migration and Verification Activity of CIS to IMS – Initial Guidelines and SOP Overview

File No. PLI-56/19/2026-PLI-DOP

भारत सरकार / Government of India 

संचार मंत्रालय / Ministry of Communications 

डाक विभाग / Department of Posts 

डाक जीवन बीमा निदेशालय / Directorate of Postal Life Insurance नई दिल्ली / New Delhi - 110021

दिनांक / Dated: 11.09.2026

To, 

All HOCs

Subject: Data Migration and Verification Activity of CIS to IMS

Sir/Madam,

With reference to the subject cited above, the undersigned is directed to convey that the data verification activities relating to the migration from CIS to IMS are required to be undertaken by the identified Circles/Offices in accordance with the prescribed process and timelines prescribed before the actual migration of the data by CEPT.

2. Provision of Data for Verification in Two Phases

The data required for undertaking the verification activity will be made available to the concerned Circles/Offices in two phases.

Phase I: Data up to 31.08.2026 will be provided for verification.

Phase II: Remaining data will be made available before rollout of the concerned Circle/Office.

The concerned Circles/Offices are requested to plan and undertake verification in a phased manner and ensure timely completion to facilitate smooth migration from CIS to IMS.

3. Data Verification Scope

Policy Master, Agent Master, and Medical Examiner Master data will be available for verification. Offices/CPCs are categorized into four categories based on policy volume, with indicative timelines for completion.

Category	Active	Lapsed & Closed	Total Policies
A (0–25K)	1,200	300	1,500
B (25K–50K)	2,500	500	3,000
C (50K–75K)	3,500	1,000	4,500
D (>75K)	6,500	2,000	8,500

Each office must verify the prescribed sample policies. Circles must ensure manpower, computer systems, network connectivity, and McCamish accessibility readiness three days prior to verification.

Policy Selection Criteria

Verification samples must include:

• ≥ 20% policies issued within the last 5 years
• ≥ 10% policies issued 10 years prior to current date
• Representation of all 12 PLI/RPLI product types
• Data Verification – Policy Shortlisting & Selection Process
• Generate BOSO Report from McCamish.
• Apply Status-wise Filters to shortlist policies.
• Apply Policy Vintage Criteria (20% recent, 10% older).
• Ensure Product-wise Representation across all 12 product types.
• Verify through DVT (Data Verification Tool).
• Final outcome: Adequate representation and compliance with verification criteria.

4. Agent Master Data Verification

• Each HO/CPC will verify 100% Agent Master Data mapped to all HOs within the Division, following SOPs in Annexure-II. Upon completion and resolution of discrepancies, data will be considered ready for migration.

5. Medical Examiner Data Verification

• Similarly, 100% Medical Examiner Data mapped to all HOs must be verified and validated per SOPs in Annexure-II.

6. SOP and Role Assignment

• The SOP for role-based access and verification procedure is enclosed for guidance. Offices must assign roles appropriately and follow SOPs strictly.

Download SOP for Data Migration of CIS to IMS