The platform offers people facing processes such as onboarding into schemes, identity verification, and cash transfers to their bank accounts. It also incorporates government department facing features such as the creation of registries and beneficiary lists, eligibility checks, scheme definition, payment disbursement and reconciliation.

Introduction

OpenG2P offers the on-demand approach via the Self Service Portal where a person logins via his/her ID and then applies for a program. In self-service mode, typically, OTP would be used for login. In assisted mode, the registering officer may have biometric devices connected to his/her machine, and the registrant can perform biometric authentication in an online manner.

OpenG2P offers a reference implementation of a person facing Self Service Portal that lets a person log in to the portal using a national ID or other IDs, and perform the following functions:

• View enrolled programs

• View all the demographic information submitted across programs

• Update demographic information

• Apply for a new program

• View a list of all programs offered by the government/ministry/department.

OpenG2P offers a reference implementation of such a self-service portal.

OpenID Connect integration

Users can log in via any OpenID Connect (OIDC) Auth provider. Any ID system that implements ODIC specification can be integrated with Self Service Portal for user login.

Login using MOSIP ID

Registration demo

Introduction

A given program will have certain criteria to consider individuals eligible for that program. Assuming that eligibility can be expressed unambiguously based on an individual's demographic data, a program manager can easily run the criteria on the registry to create a beneficiary list using domain filters and eligibility plugins.

Eligibility Manager

In OpenG2P, Eligibility Manager is a separate software module where the eligibility of a program is configured. If custom plugins are written, they are added to the Eligibility Manager.

Note that one eligibility manager can be associated with only one program. Each program should have its own eligibility manager created and configured.

Domain filters

Custom eligibility plugins

Example: Proxy Means Test

Introduction

The Program Management module offers a rich set of functions to define various beneficiary programs (schemes), enrol beneficiaries based on eligibility, calculate entitlements and disburse benefits to the beneficiaries.

Program definition

Program states

• Created

• Ended

• Reactivated

Target types

A program may be targeted to an individual or a group. A group may be a household, family or any other group to which the program is targeted.

Introduction

At the backend, the ID provided (functional or foundational) during registration is verified by submitting the demographic details and ID number by calling APIs of the corresponding ID system. The response from the ID system could be a yes/no response with optional data like ID token and KYC details.

Verification of MOSIP ID

Introduction

OpenG2P platform offers registration of persons into programs via the following interfaces:

1. Mobile registration app

2. Self-registration by a potential beneficiary

3. API-based registration by other systems

Registration can be done for individuals or groups like families, households, schools, etc.

Introduction

This is a pictorial representation of the OpenG2P registration process.

Registration approaches

Registration can be carried out via multiple channels such as digital service windows/kiosks, social workers, local registration offices, door-to-door visits, referrals from other programs, etc. The registration approach can be either on-demand or administrative-driven. Three key features distinguish between these two approaches:

Applicant-initiated vs program-initiated

Whether the registration process was initiated by the applicant (on-demand) or by the program administrator (administrator-driven)

Individual vs group registration

Whether applicants registered themselves individually (on-demand) or registered as a group/family/household (administrator-driven)

Continuous vs time-bound

Whether applicants could register at the time of their choosing (on-demand) or had to apply in a specific time window (administrator-driven)

Registration interfaces

Registration features

OpenG2P registration interfaces are key client-facing interfaces. The clients here could be the applicants, social workers, program administrators, program managers, etc. There are the main features offered by these interfaces:

Authentic

The clients log into the system using their MOSIP ID/National ID allowing the information to be verified while it is being recorded. Additionally, logging in using National ID can pre-fill the information fields in an authentic manner.

Always available

Secure

The applicant's information is encrypted at rest and during transit allowing the information to be secure against malicious attacks.

Privacy-preserving

The platform allows for consent forms to be filled out and recorded before starting the intake. The recorded information is not used for any purpose other than the explicitly stated purpose in the consent form.

Customizable intake

The applicant information is filled in using general intake sheets. These intake sheets can be customized per the assessment information required by the program.

Notifications

Developer References

Guides

FAQs

Introduction

The purpose of the registry is to provide a single source of truth to the program administrators and managers. Program administrators can grant access to other program participants to act on this information.

Identification of records

Individual and groups

Individual registrant information is entered in a single row. Whereas group details are stored in multiple rows in the form of relationships with the head or representative of the group.

Multiple entries

Privacy and security

A registry contains an individual's Personally Identifiable Information (PII) along with very rich demographic data. It is critical that this data is secure and PII is not shared in human-readable form or passed on to other systems without the individual's consent. OpenG2P offers secure and private registries to address this concern.

Security

Data at rest is encrypted using strong cryptographic techniques. The data is decrypted in memory while processing the record such that no trace of the unencrypted data is stored anywhere in the system.

Privacy

Data is anonymised while being displayed in human-readable form (for example, UI screen). Similarly, any query results from the registry are anonymised such that this information cannot be used to specifically target an individual.

Custom registrant information

More often than not, program administrators require additional information about the registrants. However, each row in the database can have only a fixed number of fields. To provide customization, the OpenG2P registry captures the most commonly used fields such as name, age, gender, address, identity, etc. as a fixed number of individual fields. Any additional information is captured as key-value pairs held together in a blob.

Developer References

Guides

FAQs

Introduction

Registration Process

• Program creation

• ODK form template creation

• Upload of form to ODK Central

• Assigning forms to agents

• Field registration by the agent using ODK Collect on an Android tablet/phone.

• Submission of form to ODK Central

• Addition of record to the registry

• ID verification and KYC

A high-level view of the administrator-driven registration approach is given below:

ODK

Offline Registration Mode

OpenG2P offers mechanisms to carry out registrations on the field in areas where Internet connectivity may not be available.

Offline registration demo

Introduction

In a given program, disbursement to beneficiaries is done in cycles. The entire entitlement to a beneficiary may be split into cycles for reasons of availability of funds, certain conditions that the beneficiary has to meet or other factors. Further, the beneficiary list may also undergo a change in different cycles based on updated eligibility criteria.

Cycle definition

Beneficiary list update

Splitting a beneficiary list across cycles

A beneficiary list may be split across cycles such that disbursement to a subset of the list is done in one cycle while for the rest disbursement is done in the next cycle.**

Functional architecture

OpenG2P has a flexible architecture that allows governments and social benefit delivery systems to choose functionalities per their needs. The platform is built to allow inclusion and has supporting features. For example, beneficiaries in remote areas without network connectivity can be registered offline. The platform also supports multiple stages of approval with each approval carried out by a different officer.

Technical architecture

Introduction

Enrolment is the process of creating a beneficiary list of individuals or groups by querying the registry and applying eligibility criteria. OpenG2P provides convenient filters and plugins to make the entire process frictionless, convenient and time-saving.

Eligibility definition

Program assignment

Program enrolment

Demo

Introduction

A program may have disbursement done in multiple time cycles with start and end dates for each cycle. Such cycles may be defined and triggered as per the schedule defined in each cycle.

Cycles

Introduction

Entitlement Manager

Approval process

Introduction

Deduplication refers to the process of removing duplicate entries in the registry, thus avoiding double-dipping, and merging all the demographic fields associated with an individual or a group into a single record.

Deduplication of individuals

Individuals are deduplicated by any of the below methods or a combination of these:

Unique foundational ID

Functional IDs

If functional IDs like driver's license, tax number, student ID etc. are accepted while registration, then deduplication across IDs is somewhat challenging if a link between these is not already established and available to the OpenG2P system. In this case, heuristics are applied to demographic data to detect potential duplicates.

No ID

In case registrants were onboarded without an ID, the deduplication is performed using heuristics on demographic data.

Deduplication of groups

Deduplication of groups refers to removing duplicate groups within a type of group like a family, or household. The deduplication method is context-dependent and is configured via rules. For example, if the same family has registered itself twice, it will be flagged as a duplicate. However, there are more complex scenarios - say, an individual appears in two different households while other members are different. Such cases will be flagged based on the configured rules.

Manual adjudication

Resolution of duplicates is generally done via a manual adjudication process, where an authority is visually able to inspect the data and reason for duplication. The authority can then decide whether the case is a duplicate or not based on the process set by the country/department/ministry.

Introduction

Payment Manager is an interface to connect a downstream payment system, like Payment Hub. Multiple Payment Managers may be configured to connect to different systems. Each configuration is specific to the payment system.

Functionality

The Payment Manager creates batches and payment objects.

Introduction

Digital payments infrastructure (DPI) could vary from country to country. It is therefore necessary that social benefit delivery systems have the ability to connect to the prevailing DPI and perform G2P payments efficiently. OpenG2P platform provides flexibility to connect to a payment system by writing custom connectors. By default, the platform offers interoperability with the following:

FAQ

Introduction

Payments demo

A typical flow of enrolling a beneficiary by collecting data on the field by an agent, in offline mode, is illustrated below.

Introduction

Batch statistics

Batch completion status

Introduction

Reporting infra

Introduction

On-demand assistance is especially useful for scenarios like urgent surgeries, treatments, and other crises. However, to prevent instances of fraud, it is imperative to do a thorough assessment of beneficiary entitlement. This section details one reference implementation using multiple stages of approvals.

Process

2. The assistance application is reviewed and assessed in multiple stages by the officers designated by the program administrator/manager. At each stage, the designated officer will either approve/reject the application with a valid reason. If the application is rejected at any one of the stages, the approval process stops.

3. After all the designated officers approve the application, the final approving officer will also issue an entitlement voucher. The entitlement voucher has a QR code that can be scanned to view beneficiary entitlement and prove the authenticity of the entitlement voucher.

4. The beneficiary takes the entitlement voucher to the service provider. The service provider scans the entitlement voucher. If the QR scan is valid, the service provider assists the beneficiary.

Reference scenario

This example describes on-demand assistance with multi-stage approval.

Customizations

• The program manager/administrator can custom-assign an assessment officer for each stage.

• Though this example shows three stages, the number of stages can be customized.

• The entitlement voucher can be communicated digitally or printed on paper.

Introduction

Functional architecture

Below is the reference architecture of disbursements triggered from OpenG2P resulting in cash transfers.

Payment process

Reconciliation at the OpenG2P end is done via status API calls to Payment Hub which is responsible for gathering payment status information of all transactions from DFSPs and Switch.

Payment Hub

The payment architecture may vary from country to country. An interoperability layer like Payment Hub shields the downstream variations by offering a uniform payments API interface such that systems like OpenG2P do not have to modify the payments code, thus enabling interoperability with any payment system. Of course, customisation needs to be done on the Payment Hub, where a specific Payment Connector needs to be created specifically for the payment systems interface.

Payment Hub connects to Mojaloop via the Mojaloop Connector.

Payments demo

Source code

Introduction

Notifications to beneficiaries and administrators are a must-have, especially when there are multiple stages of a delivery chain, usually with long time intervals between various stages. The beneficiaries must be informed about their enrolment status, entitlements, disbursements, exit etc. Multiple methods of notifications may be employed like postal and courier service, SMS, email, and messaging apps.

OpenG2P provides in-built support for email and SMS with simple configuration changes. The notifications are triggered at certain default points in the delivery chain, however, depending on the needs of a specific implementation more trigger points may be added.

Introduction

Fund Management

Entitlement

Payments

Payment Batches

Program Fund Report

Accounting Journals

Overview

Features

• Uses callback delivery type of MTS

• Completely asynchronous execution

• OpenG2P can schedule a daily job to fetch the delta for the day

• Manual import feature (TBD)

Configuration

Introduction

Configure OpenG2P for e-Signet

Test cases and verification

The Excel sheet below lists test cases and their verification status for different versions of software. This is a live sheet, and will have the latest status of verification.

User authentication

Individual Registration

Group Registration

Overview

Features

• Uses callback delivery type of MTS

• Completely asynchronous execution

• OpenG2P can schedule a daily job to fetch the delta for the day

• A manual import feature will also be provided

• Removes VID if MOSIP Auth Token is generated

Configuration

Introduction

OpenG2P integrates with MOSIP to verify the UIN/VIDs provided by individuals as part of the registration process. As a result of the verification, OpenG2P receives a unique token against an individual's UIN/VID along with KYC data. This data is stored in the registry.

There are two ways to obtain the MOSIP tokens:

Contributor Covenant Code of Conduct

Preamble

OpenG2P was created to foster an open, innovative and inclusive community around open source & open standard. To clarify expected behaviour in our communities we have adopted the Contributor Covenant. This code of conduct has been adopted by many other open source communities and we feel it expresses our values well.

Our Pledge

We as members, contributors, and leaders pledge to make participation in our community a harassment-free experience for everyone, regardless of age, body size, visible or invisible disability, ethnicity, sex characteristics, gender identity and expression, level of experience, education, socio-economic status, nationality, personal appearance, race, caste, color, religion, or sexual identity and orientation.

We pledge to act and interact in ways that contribute to an open, welcoming, diverse, inclusive, and healthy community.

Our Standards

Examples of behavior that contributes to a positive environment for our community include:

• Demonstrating empathy and kindness toward other people

• Being respectful of differing opinions, viewpoints, and experiences

• Giving and gracefully accepting constructive feedback

• Accepting responsibility and apologizing to those affected by our mistakes, and learning from the experience

• Focusing on what is best not just for us as individuals, but for the overall community

Examples of unacceptable behavior include:

• The use of sexualized language or imagery, and sexual attention or advances of any kind

• Trolling, insulting or derogatory comments, and personal or political attacks

• Public or private harassment

• Publishing others' private information, such as a physical or email address, without their explicit permission

• Other conduct which could reasonably be considered inappropriate in a professional setting

Enforcement Responsibilities

Community leaders are responsible for clarifying and enforcing our standards of acceptable behavior and will take appropriate and fair corrective action in response to any behavior that they deem inappropriate, threatening, offensive, or harmful.

Community leaders have the right and responsibility to remove, edit, or reject comments, commits, code, wiki edits, issues, and other contributions that are not aligned to this Code of Conduct, and will communicate reasons for moderation decisions when appropriate.

Scope

This Code of Conduct applies within all community spaces, and also applies when an individual is officially representing the community in public spaces. Examples of representing our community include using an official e-mail address, posting via an official social media account, or acting as an appointed representative at an online or offline event.

Enforcement

Instances of abusive, harassing, or otherwise unacceptable behavior may be reported to the community leaders responsible for enforcement at [INSERT CONTACT METHOD]. All complaints will be reviewed and investigated promptly and fairly.

All community leaders are obligated to respect the privacy and security of the reporter of any incident.

Enforcement Guidelines

Community leaders will follow these Community Impact Guidelines in determining the consequences for any action they deem in violation of this Code of Conduct:

1. Correction

Community Impact: Use of inappropriate language or other behavior deemed unprofessional or unwelcome in the community.

Consequence: A private, written warning from community leaders, providing clarity around the nature of the violation and an explanation of why the behavior was inappropriate. A public apology may be requested.

2. Warning

Community Impact: A violation through a single incident or series of actions.

Consequence: A warning with consequences for continued behavior. No interaction with the people involved, including unsolicited interaction with those enforcing the Code of Conduct, for a specified period of time. This includes avoiding interactions in community spaces as well as external channels like social media. Violating these terms may lead to a temporary or permanent ban.

3. Temporary Ban

Community Impact: A serious violation of community standards, including sustained inappropriate behavior.

Consequence: A temporary ban from any sort of interaction or public communication with the community for a specified period of time. No public or private interaction with the people involved, including unsolicited interaction with those enforcing the Code of Conduct, is allowed during this period. Violating these terms may lead to a permanent ban.

4. Permanent Ban

Community Impact: Demonstrating a pattern of violation of community standards, including sustained inappropriate behavior, harassment of an individual, or aggression toward or disparagement of classes of individuals.

Consequence: A permanent ban from any sort of public interaction within the community.

Attribution

Description

The guide provides steps to enable and configure the proxy mean test.

Pre-requisites

The user must have a Program Manager role.

Steps

1. Navigate to Programs using the menu bar.

1. Click on the program name for which configuration to be done.

1. Navigate to the PMT Configuration section on Program detailed view page.

1. Enable PMT and click on Add a line in the PMT Parameters field.

1. Select the field and provide its weightage.

1. Click on the Save & New button to select a new field and provide its weightage or Save & Close button which will save the fields and their weightage to that program under configuration.

1. Click on the Save button.

Steps to add computed fields

1. Navigate to Settings using the menu bar.

1. Click on Technical in the setting menu.

1. Navigate to Models under Database Structure heading.

1. Search Program Registrant Info model in the search bar.

1. Click on g2p.program.registrant_info model.

1. Click on add a line in Fields section.

1. Add field name, type, label, dependencies field and compute logic.

1. Click on the Save & New button to select a new computed field or Save & Close button which will save the computed field in the model.

1. Click on the Save button.

Description

The guide here provides steps to create a new program. A program is typically created by a Program Manager who can create and administer programs.

Pre-requisites

Steps

1. Navigate to Programs using the menu bar.

1. Click on the Create Program to reach the Program creation page. Provide Program name, target type and currency. There are tabs for the configuration of various managers.

2. Eligibility criteria:
4. • Auto-approve Entitlements: To set entitlements via rules, without any manual approvals.

   • Recurrence: The time period for the repetition of a cycle.

5. • Amount Per Cycle: The amount disbursement of a group or individual per cycle.

   • Maximum number of individuals in a group: Maximum number of individuals who get disbursements per group (optional).

   • Transfer Fee(%): Fee incurred for disbursement as a percentage of disbursement (optional).

   • Transfer Fee Amount: Fee incurred for disbursement as an absolute amount (optional).
7. Click the Next button to import the matching registrants to the creating program. In the pop-up window select Yes.

1. Once the program is created it will be listed under the program list view page.

Source code

Documentation

Description

This guide will help to provide the form access to the field agent. which helps the agent to download the program form.

Pre-requisites

The access provider should have the Administrator role in ODK Central.

Steps

1. Login to ODK central with a user having an Administrator role.

2. Click on the program name in Projects on which the agent access is to be provided.

1. Navigate to App Users below the program name.

1. Click on the +Create App User button to add a field agent to the program.

2. Provide the name of the field agent on the popup window and click on Create button. Agent name will be listed under the App user list.

1. Navigate to Form Access and select the forms for which access is to be given. Click on the Save button.

Description

This guide provides steps to create a new portal form for a program. This form will show up on the Self-Service Portal when the user selects a program to apply.

Pre-requisites

Steps

1. Navigate to the Website using the menu bar.

1. Click on Go to Website to navigate to the website home page.

1. Click on the + New button to create new form.

1. Click on Page to create a form.

1. Enter the page title and click on Create button under New Page pop-up window.

1. Drag and drop the Form in the Dynamic Content from the BLOCKS section.

1. Edit the form fields from the STYLE section.

1. Add more form fields using +Field from the STYLE section.

2. Save the form using the Save button.

Introduction

OpenG2P is a collaborative effort of several contributors. We welcome contributions to the OpenG2P Project.

Issues

Raise bugs/issues/tasks on GitHub Issues of individual repositories.

Code contributions

To contribute code to the OpenG2P project, follow the steps given below:

1. Create an issue on Github related to your task.

2. Fork the corresponding repository.

3. Commit your changes in your forked repo. Make sure the issue id of GitHub is mentioned in square braces, e.g. [#6] Minor changes to fix the bug.

4. Raise a Pull Request (PR) on the appropriate branch. In general, it is safe to send PRs to develop branch of a repo.

5. The PRs shall be reviewed by the technical team and merged after approval.

Coding conventions

Documentation contributions

Versioning of modules

OpenG2P release will follow Semantic Versioning. For GitHub branches and tags versions, refer to the sections below.

Branching and tagging conventions

For Odoo module repositories, a prefix of Odoo version is added to the branch name, e.g. 15.0-1.0.0, 15.0-develop.Within a branch, multiple Git tags may be created like 15.0-1.0.0-rc1, 15.0-1.0.0-rc2 etc.

For non-Odoo module repositories, you should find a develop branch in the repo where in-progress work may be checked-in.

For releases, a release branch is forked out of the develop branch and subsequently, release specific check-ins like bug fixes are made on this branch. For the final release, this branch is Git tagged, frozen (no further check-ins allowed) and merged into the develop branch. Thus, all the changes related to the release are available in develop for further development. The recommended Github tagging convention for a final release is to have a prefix v or release before the version number. For example, v15.0.1.0.0, release-15.0.1.0.0, v1.0.0, release-1.0.0

Description

This guide provides steps to create a new ODK form for a program.

Pre-requisites

Steps

1. Login to ODK Central.

2. Click on the +New button to create a new project

1. Provide the project name same as the program name for which creating the form.

1. Once the project is created and listed on the ODK home page, click on the project name.

2. Click on the +New button on the project overview page to create a new form.

1. Choose a file which has form values and upload it.

1. Once the form file is uploaded it will be in draft status. Click on Publish Draft to publish the form.

1. Once the draft is published it will be listed under the project overview.

Description

This guide will help to download the program form on ODK Collect Application running on an Android tablet or phone.

Pre-requisites

• The field agent should have ODK Collect Application installed.

Steps

1. The Administrator logs into ODK Central and navigates to the App Users under the program name.

1. Click on See Code to get the Client Configuration QR code.

1. Open the ODK Collect application in the field agent device.

1. Click on Add Project to scan the configuration QR code.

1. After scanning the Client Configuration QR code all the given access program forms will be downloaded to the field agent's device.

Description

Pre-requisites

• The user must have a Program Manager role.

• ODK form should be available.

Steps

1. Navigate to the MTS Connectors using the menu bar.

1. Navigate to the MTS Connector creation page by clicking the Create button on the MTS Connector list view page.

1. Click the Save button and the connector will be listed under the MTS Connectors list view page.

2. Click on Start in the MTS Collectors list view page to start the created connector.

Description

This guide provides the steps to create MTS Connectors.

There are two types of MTS Connectors differentiated based on input types

Pre-requisites

Description

Pre-requisites

The user must have a Program Manager role.

Steps

1. Navigate to the MTS Connectors using the menu bar.

1. Navigate to the MTS Connector creation page by clicking the Create button.

1. Click on the Start button under the MTS Connectors list view page to start the created connector.

2. Click the Save button and the connector will be listed under the MTS Connectors list view page.

Description

Pre-requisites

• The agent should have ODK collect and Smart Scanner Application Installed

• Agents should have form access.

• Agents should have downloaded the program form on his/her device.

• Beneficiaries should have their National ID card with them.

• ODK MTS Connector which is mapped to the form should be in Running status.

Steps

1. Open the program form from the ODK Collect application.

1. Click on Fill Blank Form to fill in all form fields with beneficiary data.

1. At some point, the form will have the Launch button. Click on the Launch button to scan the QR code on the National ID of the Beneficiary.

1. Once the scanning is done beneficiary data will be auto-populated as per the form fields configuration.

1. After filling in all the mandatory fields click on the Save and Submit button.

• If the Field Agent is online, the submitted entries will be sent to ODK Central and will be listed under View Sent Form or else they will be saved in the Field Agents device in Send Finalized Form Section.

Description

This guide will provide the types of payment managers that can be created and then can be configured to the program accordingly.

Description

This guide will provide the steps to create and approve the disbursement cycle under a program.

Pre-requisites

Steps

1. Navigate to Programs using the menu bar.

1. Click on the program name for which cycle needs to be created.

1. After Clicking on Create New Cycle, the new cycle will be added in the cycle section with Draft status.

1. Navigate inside the cycle using the arrow icon button beside the cycle name.

2. After clicking on Copy Beneficiaries from Program button program beneficiaries will be copied into the cycle.

1. Click on Prepare Entitlement to create entitlements to beneficiaries as per the Entitlement Manager configuration

1. Once the entitlement is ready click on Approve button where cycle status will be moved from Draft to To Approve.

1. Once more click on Approve button to approve the cycle and the cycle status will be moved from To Approve to Approved.

Description

The guide here provides steps to create a new user and assign a role. This process is typically done by the Administrator.

Pre-requisites

The user should have an Administrator role.

Steps

1. Navigate to Settings using the menu bar.

1. Click on Users & Companies and then select Users to reach user's list view page.

1. Click on the Create button to reach user creation page.

1. Email: Provide a valid email Id. The invitation email will be sent to this Id.

2. Select the role for a user from the OpenG2P module access section.

1. Once the user is saved it will be listed under the user list view page and the invitation mail will be triggered.

Description

This guide provides steps to create and configure the payment manager.

Pre-requisites

The user must have the Program Manager role.

Steps

1. Navigate to Programs using the menu bar.

1. Click on the program name for which configuration to be done.

1. Navigate to the Configuration section on Program detailed view page.

1. Click on Add a line in the Payment Manager section.

1. Click on the Create button on the Add: Payment Managers pop-up window.

1. Select the payment manager type.

1. Provide the details in the payment manager creation manager.

1. Click on the Save button and then click on the Save & Close button which will save the payment manager to that program under configuration.

Description

This guide will help enrol registrants into a program, who are registered through offline registration and online self-registration process.

Pre-requisites

• There should be registrants with respect to the program

Steps

1. Navigate to Programs using the menu bar.

1. Click on the program name on which enrolment needs to be done.

1. After landing on Program detailed view page, check the beneficiaries section for the registrants who are in draft status.

1. Navigate back to the program list view page and click on Enrol Eligible Registrants to enrol the registrants who are in draft status.

2. Enrolment of registrants will be based on the Eligibility criteria set as per the program.

3. The registrants who pass the eligibility criteria will be enrolled on the program with Enrolled status and those who fail the eligibility criteria will be given Not Eligible status.

Description

This guide helps beneficiaries to self-register through the beneficiary portal.

Pre-requisites

Beneficiaries should have the MOSIP-issued national ID with them.

Steps

1. Go to the beneficiaries portal login page.

1. Click on Sign IN with MOSIP to continue with a MOSIP-issued national ID.

2. Navigate to Login with OTP using LOG IN HERE and provide the VID/UIN.

1. After clicking Get OTP, OTP will be sent to the registered email and phone number.

2. Provide the OTP and click on Verify to proceed further.

1. Provide consent and click on Allow which navigates to the beneficiary portal home page.

1. Click on View All Programs to check out the available programs to apply for.

1. Click on Apply to fill in the beneficiary details in the program form.

1. Once the form fields are filled click on Submit button for application submission.

1. Once the program form is submitted, the program will be added to the My Programs section with the Submitted status and the beneficiary will be registered to the program. also will be listed in the OpenG2P Registry Individual as well.

Description

This guide provides steps to create and configure the eligibility manager inside the program.

Pre-requisites

The user must have the Program Manager role.

Steps

1. Navigate to Programs using the menu bar.

1. Click on the program name for which configuration to be done.

1. Navigate to the Configuration section on Program detailed view page.

1. Click on Add a line in the Eligibility Manager section.

1. Click on the Create button on the Add: Eligibility Managers pop-up window.

1. Select the eligibility manager type.

1. Once the name is provided to the eligibility manager, Create and Edit buttons will appear. Click on Create and Edit button to create an eligibility manager.

1. Set the eligibility criteria's using Add Filter button on the creation page.

1. Click on the Save button and then click on the Save & Close button which will save the eligibility manager to that program under configuration.

Description

There are 3 types of eligibility managers available that can be created and then can be configured to the program accordingly.

Description

This guide provides the steps to prepare payment after approving the cycle of a program.

Pre-requisites

The program cycle should be created for a program.

Steps

1. Click on the Prepare Payment button to create a batch for the approved cycle entitlements.

1. Once the payment batch is created, navigate to Accounting.

2. Click on Payment Batches to proceed further with payment.

1. Click on the payment batch to which payment needs to be done.

1. On the payment batch, detailed view page click on Send Payment button to make the payment.

1. Check the payment status in the payments section of the payment batches detailed view page.

Description

This guide provides the steps to create a Payment Interoperability Layer Payment Manager.

Pre-requisites

The user should have a Program Manager role.

Steps

1. Navigate to Programs using the menu bar.

1. Click on Configuration and then on Payment Interoperability Layer Payment Manager.

1. Click on Create button which will navigate to the Payment Interoperability Layar Payment Manager creation page.

1. In the payment manager creation page provide a name for the payment manager, select the program name, select Automatically Create batch if required, provide the Payment End Point URL and Select the Payee DFSP ID Type.

1. Once the payment manager is saved it will be listed under the payment manager list view page which further can be used under the program configuration for which it is mapped.

Description

This guide provides the steps to create Payment Hub EE Payment Manager.

Pre-requisites

The user should have a Program Manager role.

Steps

1. Navigate to Programs using the menu bar.

1. Click on Configuration and then on Payment Hub EE Payment Manager.

1. Click on Create button which will navigate to the Payment Hub EE Payment Manager creation page.

1. In the payment manager creation page provide a name for the payment manager, select the program name, select Automatically Create batch if needed, and all the other configurations will auto-populate and can be changed accordingly.

1. Once the payment manager is saved it will be listed under the payment manager list view page which further can be used under the program configuration for which it was created.

Description

This guide provides the steps to create a Default Payment Manager.

Pre-requisites

The user should have a Program Manager role.

Steps

1. Navigate to Programs using the menu bar.

1. Click on Configuration and then on Payment Interoperability Layer Payment Manager.

1. Click on Create button which will navigate to the Default Payment Manager creation page.

1. In the payment manager creation page provide a name for the payment manager, select the program name, select Automatically Create batch if required and select the Currency.

1. Once the payment manager is saved it will be listed under the payment manager list view page which further can be used under the program configuration for which it was created.

Description

This guide provides the steps to create an phone number eligibility manager

Pre-requisites

user should have a Program Manager role.

Steps

1. Navigate to Programs using the menu bar.

1. Click on Configuration and then on ID document Eligibility Manager.

1. Click Create a button on the phone number eligibility manager list view page.

1. Provide the name for the eligibility manager and select the program name from the drop-down for which the eligibility manager is created.

1. Click the Save button to save the eligibility manager and it will be listed under the eligibility manager list view page.

Description

This guide provides steps to create an ID Deduplication manager.

Pre-requisites

The user should be assigned to the Program Manager role.

Steps

1. Navigate to Programs using the menu bar.

1. Click on Configuration and then on ID Deduplication Manager.

1. Click the Create button to navigate to the ID deduplication manager creation page.

1. In the ID deduplication manager creation page provide a name for the ID deduplication manager, and select the program name and the ID type from the Supported ID Document Types drop-down.

1. Once the ID deduplication manager is saved it will be listed under the ID deduplication manager list view page which can further be used under the program configuration for which it is mapped.

Description

There are 2 types of deduplication managers available that can be created and then can be configured to the program accordingly.

Description

This guide provides steps to create a Phone Number Deduplication manager.

Pre-requisites

The user should be assigned to the Program Manager role.

Steps

1. Navigate to Programs using the menu bar.

1. Click on Configuration and then on ID Deduplication Manager.

1. Click the Create button to navigate to the Phone Number Deduplication manager creation page.

1. In the Phone Number Deduplication manager creation page provide a name for the Phone Number Deduplication manager, and select the program name.

2. Once the Phone Number Deduplication manager is saved it will be listed under the Phone Number Deduplication manager list view page which can further be used under the program configuration for which it is mapped.

Description

This guide provides steps to create and configure the deduplication manager inside the program.

Pre-requisites

The user must have the Program Manager role.

Steps

1. Navigate to Programs using the menu bar.

1. Click on the program name for which configuration to be done.

1. Navigate to the Configuration section on Program detailed view page.

1. Click on Add a line in the Deduplication Manager section.

1. Click on the Create button on the Add: Deduplication Managers pop-up window.

1. Select the deduplication manager type.

1. Once the name is provided to the deduplication manager, Create and Edit buttons will appear to click on Create and Edit button to create a deduplication manager.

1. Select the ID type from the Supported ID Document Types drop-down.

1. Click on the Save button and then click on the Save & Close button which will save the deduplication manager to that program under configuration.

Description

This guide provides the steps to create an ID document eligibility manager

Pre-requisites

user should have a Program Manager role.

Steps

1. Navigate to Programs using the menu bar.

1. Click on Configuration and then on ID document Eligibility Manager.

1. Click Create a button on the ID document eligibility manager list view page.

1. Provide the name for the eligibility manager and select the program name from the drop-down for which the eligibility manager is created.

1. Click the Save button to save the eligibility manager and it will be listed under the eligibility manager list view page.

Description

This guide will provide the steps to create an Email notification manager.

Pre-requisites

The user should have a Program Manager role assigned.

Steps

1. Navigate to Programs using the menu bar.

1. Click on Configuration and then on Email Notification Manager.

1. Click the Create button to navigate to the email notification manager creation page.

1. Email notification manager creation page

• Name: Provide a name for the manager

• Program: Select the program from the drop-down for which the manager is created

• On Enrolled In Program Template: Select the template from the drop-down for program enrolment notification.

• On Cycle Started Template: Select the template from the drop-down for the program cycle started notification.

• On Cycle Ended Template: Select the template from the drop-down for the program cycle-ended notification.

• Select Send Immediately to send the email notification to beneficiaries after the program enrollment, at the start of the cycle and at the end of a cycle.

1. After clicking on the Save button notification will be saved under the email notification manager list view page.

Description

This guide provides the steps to create a default eligibility manager

Pre-requisites

user should have a Program Manager role.

Steps

1. Navigate to Programs using the menu bar.

1. Click on Configuration and then on Default Eligibility Manager.

1. Click Create a button on the default eligibility manager list view page.

1. Provide the name for the eligibility manager and select the program name from the drop-down for which the eligibility manager is created.

1. Click the Save button to save the eligibility manager and it will be listed under the eligibility manager list view page.

Description

There are 3 types of notification managers available that can be created and then can be configured to the program accordingly.

1. SMS Notification Manager

2. Email Notification Manager

3. Fast2SMS Notification Manager

Description

This guide will provide the steps to create an SMS notification manager.

Pre-requisites

The user should have a Program Manager role assigned.

Steps

1. Navigate to Programs using the menu bar

2. Click on Configuration and then on SMS Notification Manager.

3. Click the Create button to navigate to the SMS notification manager creation page.

• Capitalize the first letter of every word in the guide title.

• Use second-person pronouns i.e. you, your, etc. in the instructions/steps.

• It is mandatory to do spelling and grammatical corrections using tools such as Grammarly.

• Use the italicized font for UI elements i.e. dashboard names, button labels, information fields, etc.

• Use the exact name and case for the UI elements.

• Use quotes for a phrase/word if the phrase/word has to be represented as is.

• Provide a link at the first mention of a new/different topic. For example, if the guide is talking about installing the SmartScanner app, and the WireGuard app is mentioned, then provide the link for WireGuard.

• Use clear and crisp images.

• The filename for images should follow the naming convention of every word in lower case, and words separated by hyphens i.e. view-all-programs.png.

Description

This guide will provide the steps to create a Fast2SMS notification manager.

Pre-requisites

Steps

1. Navigate to Programs using the menu bar.

1. Click on Configuration and then on Fast2SMS Notification Manager.

1. Click the Create button to navigate to the Fast2SMS notification manager creation page.

1. Fast2SMS notification manager creation page

• Name: Provide a name for the manager

• Program: Select the program from the drop-down for which the manager is created

• On Enrolled In Program Template: Select the template from the drop-down for program enrolment notification.

• On Cycle Started Template: Select the template from the drop-down for the program cycle started notification.

• On Cycle Ended Template: Select the template from the drop-down for the program cycle-ended notification.

• Send API Endpoint: Provide the service provider API endpoint.

• Access Token: Provide the access token of the service provider.

1. After clicking on the Save button notification will be saved under the Fast2SMS notification manager list view page.

Description

Prerequisites

1. MOSIP IDA is installed

2. The e-Signet server is installed and configured to connect to MOSIP IDA

3. MOSIP IDA APIs are accessible from the machine running the e-Signet server

4. Both Yes/No and KYC APIs are enabled on MOSIP IDA

5. e-Signet APIs are accessible from machines running OpenG2P

6. Biometric auth devices (already onboarded on MOSIP) are available for authentication

7. Email and SMS are enabled on MOSIP IDA for OTP authentication

8. MOSIP Partner Management Services (PMS) Portal or APIs must be accessible to both MOSIP Partner Admin and OpenG2P Admin

Steps

Configure OpenG2P as a partner on MOSIP

1. Create an Auth Partner for OpenG2P on MOSIP.

   • Guide for MOSIP 1.1.5 (TBD)

2. Create a MISP Partner for OpenG2P on MOSIP.

3. Note down the following from the above steps:

   1. Auth Partner ID

   2. Auth Policy ID

   3. Auth API Key

   4. MISP License Key

   5. Auth partner signed certificate

   6. IDA Partner certificate (App id: IDA, Ref Id: PARTNER)

Configure OpenG2P as relying party on e-Signet

Using PMS API

This method is applicable if MOSIP Partner Management APIs are available. These steps are executed by MOSIP Partner Admin

1. Create an e-Signet OIDC client using PMS OIDC API:

• logoUri: URL of your logo accessible publicly.

• grantTypes = ["authorization_code"]

• clientAuthMethods= ["private_key_jwt"]

• redirectUris: URLs of the form https://<your web portal>/auth_oauth/signin

Note down the Client ID as an output of the above step.

Using e-Signet API

This method is applicable if MOSIP Partner Management APIs are not available.

1. Create an e-Signet OIDC client using the following API:

• clientId: Arbitrary string.

• clientName: Arbitrary string.

• authContextRefs:

  Copy

  ["mosip:idp:acr:biometrics","mosip:idp:acr:generated-code"]

• userClaims:

  Copy

  ["birthdate","address","gender","name","phone_number","email","picture"]

• logoUri: URL of your logo accessible publicly.

• grantTypes = ["authorization_code"]

• clientAuthMethods= ["private_key_jwt"]

• redirectUris: URLs of the form https://<your web portal>/auth_oauth/signin

Enable e-Signet on OpenG2P

These steps are executed by OpenG2P Admin on the OpenG2P Admin interface.

1. Go to Settings -> General Settings (Menu) -> General Settings (Panel) -> Integrations (Section) -> Oauth Providers

1. Create a new OIDC Provider with the following details:

Description

This guide provides steps to create and configure the notification manager.

Pre-requisites

The user must have the Program Manager role.

Steps

1. Navigate to Programs using the menu bar.

1. Click on the program name for which configuration to be done.

1. Navigate to the Configuration section on Program detailed view page.

1. Click on Add a line in the Notification Manager section.

1. Click on the Create button on the Add: Notification Managers pop-up window.

1. Select the notification manager type.

1. Once the name is provided to the deduplication manager, Create and Edit buttons will appear. Click on Create and Edit to create a deduplication manager.

1. Click on the Save & Close button which will save the notification manager to that program under configuration.

Description

The guide here provides steps to install WireGuard App and activate the tunnel. This app allows users to create an encrypted VPN for secure communication.

Pre-requisites

The user must possess an Android Phone. The user should reach out to the system administrator to generate the Wireguard conf file before proceeding with the installation.

Steps

1. Search for "wireguard" in the Android Play Store.

1. Install the WireGuard app, open it, and click on the + icon to add the tunnel.

1. A list of options will appear from the bottom of the app. Click the Import from file or archive option.

1. Select the WireGuard conf file provided by the system administrator. On successful tunnel creation, the tunnel name will appear at the top of the app.

1. Activate the tunnel in WireGuard.

This page lists all the technologies used in building OpenG2P. Free and open-source softwares with clear long-term support availability have been chosen. Certain choices can be replaced with other free or commercial options for deployment.

Description

The guide here provides steps to install the SmartScanner app. This app allows users to scan the QR code in the entitlement voucher.

Pre-requisites

Steps

1. Go to the Downloads folder in Android Mobile and click on the .apk file that you downloaded in the first step. A user prompt will appear with the options CANCEL and INSTALL. Click on INSTALL.

1. For first-time installation, a user prompt may appear to allow unknown apps. Click on Settings. If no prompt appears and the application installs, then go to step#5.

1. Enable the option Allow apps from this source, click on the downloaded file, and install the application as described in step#2.

1. If the SmartScanner app is successfully installed, then this icon will appear on the mobile screen.

1. Open the SmartScanner app. It should show the option Voucher Code.

1. Click on the Voucher Code and scan the QR code shown here.

1. If the SmartScanner app is successfully installed, then the scan will show these details.

Description

The guide here provides steps to submit reimbursement using Service Provider Portal.

Pre-requisites

The Service Provider Portal user has login access to the portal using MOSIP ID/National ID. The user should be able to scan the QR code from the entitlement voucher using SmartScanner App.

Steps

1. Login into the Service Provider Portal using MOSIP ID/National ID. In the example below, the National ID of the Philippines (PhilSys ID) is shown.

1. Upon successful login, you will see the Reimbursements dashboard.

1. Select the desired beneficiary and click on Apply. Applying for the reimbursement takes you to the Submission Form page.

1. Enter the details from the scan into the Submission Form and click Submit. This will show a user prompt to confirm the details. Click Submit.

1. Successful submission will show a confirmation page with details such as the application Id and submission date.

1. You can optionally click Go to Home to view the submitted reimbursements. You should see that the status of reimbursement has changed to Applied.

Context

Creating new diagram

1. Select the format of the diagram as XML.drawio.

1. Create the diagram and save it on your local machine. Make sure you follow the file naming convention of lowercase with hyphens as word separations.

2. Fork openg2p-documentation repository to your Github account.

3. Disable workflow in your repository fork: