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Copyright © 2024 OpenG2P. This work is licensed under Creative Commons Attribution International LicenseCC-BY-4.0 unless otherwise noted.

On this page
  • Introduction
  • Functionality and features
  • Architecture
  • Data sources
  • Data flow
  • Interoperability
  • Technology
  • Privacy and security of data
  • User login and authorization
  • Configuration
  • Use cases
  • Related user guides
  1. PLATFORM
  2. Modules

Program & Beneficiary Management System

PreviousModulesNextProgram Management

Last updated 1 year ago

Introduction

The Program and Beneficiary Management System (PBMS) is the core module of OpenG2P enabling the management of multiple programs and beneficiaries. The PBMS is based on and leverages Odoo's strength of easily extending modules to implement new functionality. It offers user-friendly interfaces to create and administer social benefit programs. Some of the key benefits for a country or an organisation using PBMS are:

  • Manage multiple programs in one system

  • Share beneficiary data with other systems/departments in an interoperable fashion

  • Define eligibility and entitlement rules like (PMT) to automatically create eligible beneficiaries

  • Enable by seamlessly connecting to payment systems

  • Offer to residents

  • Send to beneficiaries via SMS and email

  • Issue digitally signed to beneficiaries

  • Pull beneficiary data from other registries (departments) to avoid the collection of the same data multiple times

Functionality and features

Features
Functionality
  • Pulling data from registries

  • Program definition

  • Program lifecycle management

  • Managing multiple programs

  • Programs targeting both individuals and groups

  • Program disbursement cycles

  • Identifying beneficiaries

  • Enrolling beneficiaries

  • Deciding on entitlements

  • Disbursements

  • Beneficiary lifecycle -- exits

  • Notifications to beneficiaries

  • Data sharing of beneficiaries via standard interfaces

  • Program application and discovery by beneficiaries

  • Program enrollment and disbursement status

On demand assistance

  • Multiple ID configuration

  • Automatic computation of eligibility

  • Proxy Means Test (PMT)

  • Disbursement cycles and batches

  • Digital cash transfer via bank or mobile

  • Voucher based disbursement

  • In-kind disbursement

  • Generation of disbursement list

  • Fund management

  • Digital vouchers for goods or services

  • Voucher verification app

  • Voucher reimbursement

  • Fund management Reconciliation

  • Role-based access control (RBAC)

  • Multilevel approval

  • Fund management

  • Multi lingual - internationalisation (i18n)

  • Notifications to beneficiaries via SMS/Email

  • Compliance with G2P Connect Registry APIs

  • Compliance with G2P Connect Disbursement APIs

  • Multiple departments using the same instance of OpenG2P

  • Separation of data, control and access.

  • Monitor the status of the program and registries

  • User creates dashboard of their choice to visualize data

Audit logs

Architecture

Data sources

Data flow

Interoperability

  • G2P Connect interfaces

  • Connection to payment systems

  • Exposing beneficiary data via standard interfaces

  • Pulling data using G2P Connect

Technology

The underlying database is Postgres.

<high level diagram on tech architecture>

Privacy and security of data

User login and authorization

Users of PBMS system can login via following login providers

Configuration

PBMS is highly configurable and several functionality and parameters can be enabled/disabled for your application. Refer to configuration of each functionality under the respective topics.

Use cases

Related user guides

Maintaining

Login using national ID via (OIDC)

Refer to for PBMS high level architecture and its relationship with other module.

PBMS provides methods to pull data from OpenG2P's and other registries that are compliant with the G2P Connect API specifications. The data is stored in internal cache DB and used to create beneficiary data. This cached data may be updated by administrators by pulling fresh data from the external registeries when desired.

PBMS is based on Odoo which is an open source ERP software. (PBPM) extends modules of Odoo to tailor them from social protection needs.

Refer to.

National ID (integration via )

🍩
Odoo ERP/MIS
Proxy Means Test
digital cash transfer
self-service portal
notifications
vouchers
Architecture
Social Registry
Program & Beneficiary Program Management
Privacy and Security
Odoo
Keycloak
eSignet
Program management
Beneficiary Management
Beneficiary Registry
Beneficiary Registry
Self service portal
Document Management
ID Verification
OpenID Connect
Deduplication
Eligibility
Entitlement
Disbursement
Voucher
Accounting
Administration
Notifications
Interoperability
Multi-tenancy
Monitoring and Reporting
Odoo's audit logging package
Data sources