Program & Beneficiary Management System

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 Odoo ERP/MIS 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 Proxy Means Test (PMT) to automatically create eligible beneficiaries

• Enable digital cash transfer by seamlessly connecting to payment systems

• Offer self-service portal to residents

• Send notifications to beneficiaries via SMS and email

• Issue digitally signed vouchers to beneficiaries

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

Functionality and features

Features	Functionality
Data sources	Pulling data from registries
Program management	Program definition Program lifecycle management Managing multiple programs Programs targeting both individuals and groups Program disbursement cycles
Beneficiary Management	Identifying beneficiaries Enrolling beneficiaries Maintaining Beneficiary Registry Deciding on entitlements Disbursements Beneficiary lifecycle -- exits Notifications to beneficiaries
Beneficiary Registry	Data sharing of beneficiaries via standard interfaces
Self service portal	Program application and discovery by beneficiaries Program enrollment and disbursement status
On demand assistance
Document Management
ID Verification	Login using national ID via OpenID Connect (OIDC) Multiple ID configuration
Deduplication
Eligibility	Automatic computation of eligibility Proxy Means Test (PMT)
Entitlement
Disbursement	Disbursement cycles and batches Digital cash transfer via bank or mobile Voucher based disbursement In-kind disbursement Generation of disbursement list Fund management
Voucher	Digital vouchers for goods or services Voucher verification app Voucher reimbursement
Accounting	Fund management Reconciliation
Administration	Role-based access control (RBAC) Multilevel approval Fund management Multi lingual - internationalisation (i18n)
Notifications	Notifications to beneficiaries via SMS/Email
Interoperability	Compliance with G2P Connect Registry APIs Compliance with G2P Connect Disbursement APIs
Multi-tenancy	Multiple departments using the same instance of OpenG2P Separation of data, control and access.
Monitoring and Reporting	Monitor the status of the program and registries User creates dashboard of their choice to visualize data
Audit logs	Odoo's audit logging package

Architecture

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

Data sources

PBMS provides methods to pull data from OpenG2P's Social Registry 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.

Data flow

Interoperability

• G2P Connect interfaces

• Connection to payment systems

• Exposing beneficiary data via standard interfaces

• Pulling data using G2P Connect

Technology

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

The underlying database is Postgres.

<high level diagram on tech architecture>

Privacy and security of data

Refer to Privacy and Security.

User login and authorization

Users of PBMS system can login via following login providers

1. Odoo

2. Keycloak

3. National ID (integration via eSignet)

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