Entitlement
Introduction
Entitlement is the quantity of benefit that a beneficiary is entitled to receive. This is the 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
Entitlement Manager is a software module provided by the OpenG2P platform. The module provides a human-centric design for configuring the entitlement and approval process. Configuring an Entitlement Manager in a program is a three-step process:
Configure the Entitlement Manager role
Each Entitlement Manager has one or more approving authority roles. The approving authority role is played by a group of users who can approve the entitlements. Hence the approving authority role is configured as a group in the OpenG2P platform. To learn the steps to configure an approving authority role, click here.
Create an Entitlement Manager type
OpenG2P supports two types of Entitlement Managers: Default Entitlement Managers and Voucher Entitlement Managers. The Voucher Entitlement Manager configures an entitlement voucher template in addition to the configurations provided by the Default Entitlement Manager. To learn the steps to create an Entitlement Manager type, click here.
Configure Entitlement Manager in a program
In this step, the program administrators add the Entitlement Managers created in the second step to a program. To learn the steps to configure Entitlement Managers in a program, click here.
Entitlement details
OpenG2P entitlement managers allow program administrators to configure entitlement details under these broad categories.
Entitlement amount
These configurations include entitlement amounts, transfer fees, currency, amount per person for a group, and the maximum number of individuals in a group. These configurations allow program administrators to set rules for entitlement amounts for individuals and groups.
Approving authority
The Entitlement Manager can have one or more stages of approval, and the program administrators can assign one of the approving authorities for each stage of approval. Immediate Individual Assistance On-Demand workflow describes an example involving multi-stage approval.
Entitlement voucher
OpenG2P provides an easy-to-use UI for creating an entitlement voucher template along with a QR code configuration. Once the entitlement is approved, a voucher file is generated according to the voucher template and QR code configuration. To understand the workflow for entitlement vouchers, click here.
The Entitlement Manager provides an option to auto-generate the entitlement voucher file upon entitlement approval. By default, these files are stored in the cloud. Program administrators can also configure the storage type - cloud, OpenG2P storage, or external storage - for the entitlement voucher files. To learn the steps to configure an entitlement voucher, click here.
Approval process
The approval process can be single-stage or multi-stage based on the approval settings in the Entitlement Manager. The figure below shows the entitlement approval for a program.
The multi-stage approval typically follows this process:
The first approving authority inspects and verifies documents, enrols the beneficiary based on eligibility, and adds an assessment.
Subsequent approving authorities will skip the process of enrolment. However, they also inspect and verify beneficiary documents, and add their assessments.
The last approving authority completes the approval process and generates an entitlement voucher.
To learn the steps for multi-stage approval, click here.
How-To Guides
Create Entitlement Manager Type
Configure Entitlement Manager in the Program
Configure Entitlement Voucher
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