is an open source platform that provides the foundation to build government-to-person (G2P) solutions. The roots of the platform lie in the social benefit delivery systems originally developed in response to the Ebola outbreak in Sierra Leone.

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.

OpenG2P is a Digital Public Good () recognized by the DPGA and has received contributions and support from multiple organisations and implementers. Its roadmap includes support for non-monetary benefits, proof of delivery, beneficiary management, secure registries, and decision making support.

The project, co-founded by the Government of Sierra Leone and UNDP and supported by in the early stages, is now housed in, a not-for-profit university in India.

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.

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

In the OpenG2P platform, registration is a series of three processes - intake, recording, and verification. Intake is the process of gathering information from applicants while recording and verification are the processes to add the authenticated information to the Registry. The platform verifies the applicant's details in the background by confirming the identity and demographic details of the applicant digitally.

Registration aims to provide detailed records for Eligibility Assessment in the Registry. It must be noted that at this stage, the people are referred to as applicants or registrants. Once the applicants/registrants pass the eligibility criterion set by the program manager, they become eligible to enrol in the program and are referred to as beneficiaries.

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)

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

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

While on-demand and administrative-driven approaches are two distinct models, the registration process operates in a spectrum between these two models. For example, a program may allow the applicants to register individually (on-demand) but may allow them to apply only in a certain time window (administrative-driven). OpenG2P platform has a flexible implementation and through its various aims to cater to a combination of approaches across different registration modalities and programs.

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:

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.

OpenG2P's allows social workers and field registration officers to record the applicant's information without any internet connectivity.

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

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.

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

The platform can be configured to send to the applicants via multiple channels such as email, sms, etc.

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.

Online registration assumes that an ID verification service is available to connect via APIs and perform verification of the identity of a person. In the case of MOSIP, for e.g, the verification can be done using the e-Signet solution.

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.

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.

The Self Service Portal integrates with to provide user login via 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

Agent-assisted registration supports in areas where connectivity may be a challenge.

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

Introduction

Entitlement is the quantity of benefit that a beneficiary is entitled to receive. For cash transfers, this is money that a beneficiary will receive via either direct bank transfer, mobile wallet, cash at the counter, vouchers or other disbursement mechanisms. Entitlement is defined for each cycle.

Entitlement Manager

Approval process

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.

• Created

• Ended

• Reactivated

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.

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.

Example: Proxy Means Test

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.

Program eligibility could be defined as simple filters on the data collected for individuals (residing in the registry) or could be more sophisticated like Default filters and plugins are provided that would meet most of the eligibility definitions. For complex eligibility criteria, custom plugins can be written and added to the .

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.

The Payments module consists of several functions to efficiently execute cash transfers to the beneficiaries and report the status of payments. Out of the box, OpenG2P offers payment connectors for and with flexibility to create custom connectors specific to the payment rails of a country.

Payments are generally executed in and .

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.

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.**

In each , the payment transactions are done in batches. There could be several reasons for batching the payments. The transaction limits may be imposed by payment switch, or any other entity in the payments chain.

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.

Monitoring the status of programs and registries is vital for program administrators. OpenG2P integrates a that lets users create dashboards of their choice to visualise data. The framework uses open source technology components to create a pipeline of data flowing from the databases to visualisation tools. A sample dashboard is given below:

Details of this infrastructure may be found .

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

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:

1. For new registrations that are conducted via ODK form, The MTS Connector is configured to pull data directly from ODK Central and return MOSIP tokens. See .

2. For already existing records in the registry, the is used to trigger a connection with MTS and in turn receive MOSIP tokens for all the records requested.

OpenG2P can use for authentication. e-Signet provides an interface for authentication while connecting to the MOSIP's IDA services on the backend.

Here, OpenG2P is a Relying Party and the Authentication System is MOSIP. Learn .

Refer to the guide .

All containing source code are licensed under the terms of .

All trademarks are the property of their respective holders. Other products and company names mentioned may be their respective owners' trademarks and/or service marks.

This documentation work is licensed under a .

This guide provides the steps to create MTS Connectors.

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

The user must have a Program Manager role. See guide.

This Guide will help to create the .

• The user must have a Program Manager role.

• ODK form should be available.

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

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

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.

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

Description

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

1. ID Deduplication Manager

2. Phone Number Deduplication

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.

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

• 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.

Introduction

The person's information is filled in ODK forms on Android devices and submitted to the backend for further processing. The ODK application is integrated with a QR code scanning application that enables an automatic population of KYC data of the person in the form along with verification of digital signature establishing the authenticity of the card.

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 is an open source toolkit that uses offline forms to collect data. ODK Collect is the client-side app while ODK Central is the server-side app. Learn more about ODK .

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

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

If a country has issued unique foundational IDs (like MOSIP) then deduplication is trivial -- there is only one record associated with an ID. For privacy, the foundational ID itself is not stored in the registry. Instead, a 'token' or virtual ID associated with the ID is stored.

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.

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

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:

• Mifos Payment Hub

• Mojaloop Payment Switch

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.

All the issues and tasks are tracked using Jira.

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.

• For Odoo modules, follow the

• For non-Odoo Python code, follow .

The documentation of the project is available as .md files in the . To highlight a correction or request for additional documentation, raise a GitHub Issue on the repository. To contribute to the documentation follow the steps given under .

For Odoo modules, follow the . To indicate the maturity of a version (like alpha/beta etc.) use development_status field in the __manifest__.py file as described .

For Non-Odoo modules, follow .

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

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

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 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

The user must have a Program Manager role. See Create User and Assign Role guide.

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.

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 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.

• The field agent should have form access.

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

This guide will provide the steps to register beneficiaries through an offline process. offline registration is done by the Field Agent.

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.

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

Pre-requisites

• The user must have a Program Manager role. See Create User and Assign Role guide.

• 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 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 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 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. Use +Add filter to set eligibility criteria using . You may specify multiple eligibility criteria.

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 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 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.

1. After clicking on the Save button notification will be saved under the Fast2SMS notification 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

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 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.

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 prepare payment after approving the cycle of a program.

Pre-requisites

The program cycle should be created for a program.

Steps

1. Navigate to the program for which cycle creation and approval are done.

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 will help to create the OpenG2P registry MTS Connector.

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. Set MTS Input Type as OpenG2P Registry and for other fields configuration please go through .

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

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.

This page describes the integration of OpenG2P with the switch enabling cash transfer from one bank (treasury bank, for instance) to an individual's bank account. The connection to Mojaloop is achieved via an intermediate interoperability layer like the of Mifos.

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

The beneficiary list is created on OpenG2P. After creating payment cycles and entitlements, payment batches are created for each cycle. A batch payment is triggered via the . This batch is received by the Payment Hub (PH) and payments are orchestrated either in bulk or individually. The Payment Hub connects to the Mojaloop interface of the Digital Financial Service Provider (DSFP). DFSP1 takes the transaction forward with Mojaloop Switch.

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.

In the current integration, the account id of the payee is available in the OpenG2P registry and passed on to Payment Hub (hence propagated to Mojaloop). The account id of the payer is configured in the

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

The user must have the Program Manager role.

1. Navigate to Programs using the menu bar.

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

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

• should be deployed and available.

• The user should have an Administrator role in ODK Central. See guide.

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

The user must have the Program Manager role.

1. Navigate to Programs using the menu bar.

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

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

The user must have the Program Manager role.

1. Navigate to Programs using the menu bar.

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

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.

1. The beneficiary logs into and provides details of assistance such as the type and cost of treatment along with the name, address, gender, age, occupation, and family information.

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.

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

The user should have a Program Manager role.

1. Navigate to Programs using the menu bar.

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

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

The user must possess an Android Phone with activated.

1. Download the SmartScanner APK file named idpass-smart-scanner-untagged-<version>.apk on your Android mobile from .

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

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.

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.

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.

Introduction

OpenG2P registry is a single repository containing details of the registrants. The registry uses PostgreSQL for maintaining the information in a single DB table.

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

Identification of records in the registry is done with configured ID types. ID can be foundational like MOSIP ID or functional like a voter's card, tax number, driving license, etc.

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

OpenG2P platform supports multiple entries for a registrant in the registry. The intent is to keep all the entries for a registrant and deduplicate later at the program level if required. Multiple entries allow program administrators the flexibility to build a registry without bothering about duplicate entries, especially during a crisis situation such as a flood, earthquake, tsunami, etc. and work on deduplication later using the Deduplication Manager.

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.

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.

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.

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.

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

The user must have a Program Manager role. See Create User and Assign Role guide.

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:
3. Use+Add filter to set eligibility criteria using . You may set multiple eligibility criteria.

4. Cycle Manager: Set parameters of .

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

   • Approver Group: The group name of the user who has permission to approve cycles. See .
5. Entitlement Manager: Set parameters for .

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

   • Amount Per Individual In Group: Amount of disbursement per individual in a group when the program

6. Map Portal form: Map a portal form to this program. before this mapping.

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.

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

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 .

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. The beneficiary details are available by scanning the QR code on the entitlement voucher (also called Guarantee Letter) using the . The scan should show details similar to the format in the image below.

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.

Description

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

Pre-requisites

The user should have a role which is configured in the Approver Group under Configure the Cycle Manager while creating program.

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

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.

Registry MTS Connector (RMC) is an Odoo addon that fetches against any record in the registry by calling (MTS) and stores the same in the registry.

• Generates MOSIP token against the OpenG2P registry by calling .

• Uses callback delivery type of MTS

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.

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.

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

• Demonstrating empathy and kindness toward other people

Overview

ODK MTS Connector is an OpenG2P Odoo addon that fetches tokenised data from the ODK Central by calling the (MTS) and stores it in the registry.

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)

Context

Creating editable diagrams in open formats using open source tools is challenging. Here, we suggest Draw.io for creating diagrams and saving them directly in GitHub repository.

Creating new diagram

1. On Draw.io website choose Device as your storage.

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:

1. On Github, upload/commit the .drawio file to your fork of openg2p-documentation repository in the branch of choice to the following folder: .gitbook/assets.

2. Send a Pull Request.

3. After the PR is merged on the upstream repo a

If a .drawio already exists in the .gitbook/assets folder then you must directly edit the repository version of the same by following the procedure given below.

1. Fork the openg2p-documentation repository to your local Github account. Disable workflow as shown above.

2. On the website choose Github as your storage.

1. Authorize the Draw.io app on Github (follow the steps prompted).

2. Select the diagram in .drawio format from openg2p-documentation --> your branch --> .gitbook/assests folder.

1. Make changes.

2. Save the diagram - it will get Git-committed to your repository.

3. Send a Pull Request to OpenG2P/openg2p-documentation repo.

1. Delete the diagram from Gitbook listing found here:

1. Delete the diagram from Github repository openg2p-documentation from the corresponding branch

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.