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1.3
1.3
  • Overview
  • Social Registry
    • Features
      • Individuals and Groups
        • 📔User Guides
          • 📔Create an Individual Registrant
          • 📔Create a Group and Add Individual Registrants to the Group
          • 📔Import CSV file to Social Registry
      • Deduplication
        • 📔User Guides
          • 📔Configure ID Deduplication, Deduplicate, and Save Duplicate Groups/Individuals
        • Deduplicator Service
      • Lock and Unlock
      • Enumerator
        • Enumerator ID
      • Dynamic Updates
      • Document Upload
      • ODK Importer
        • 📔User Guide
          • 📔Configure and Import ODK Form
          • 📔Import Specific ODK Forms using ODK Instance ID
      • Registration Portal
        • 📔User Guides
          • 📔Create a New Household
          • 📔Create a New Individual in Registration Portal
          • 📔Create a New Portal User
          • 📔Configure Portal User to Limit Accessing Location
      • Configurations
        • 📔User Guide
          • 📔Configure ID Types
          • 📔Configure Registrant Tags
          • 📔Configure Gender Types
          • 📔Configure Relationships
          • 📔Configure Group Types
          • 📔Configure Group Membership Kind
      • User Management
        • 📔User Guide
          • 📔Create User
          • 📔Assign a Role to a User
      • Geographic
      • Data Share
      • Languages Support
        • 📔User Guides
          • 📔Set Language Preference
      • API
        • Search APIs
        • Individual APIs
        • Group APIs
      • Privacy and Security
      • Interoperability
      • Monitoring and Reporting
      • ID Integration
        • ID Validation and Tokenisation
        • ID Authentication
          • 📔User Guides
            • 📔Configure eSignet Auth Provider for ID Authentication
            • 📔ID Authentication Process
            • 📔eSignet Client Creation
        • Fayda ID Integration
      • Verifiable Credentials Issuance
        • 📔User Guides
          • 📔Configure Inji to download Social Registry VCs
      • Computed fields
      • Record Revision History
      • SPAR Integration for Account Info
      • Self Service Registration Portal
      • Unique Reference ID
      • Logging
        • Audit Logs
        • System Logs
        • Change log
    • Versions
    • Deployment
      • Domain names and Certificates
      • Install Odoo Modules
    • Developer Zone
      • Technology Stack
      • Repositories
      • Developer Install
        • 📘Developer Install of OpenG2P Package on Linux
      • Packaging
        • 📘Docker Packaging Guide
        • 📘Helm Packaging Guide
      • Odoo Modules
        • ODK App User Mapping
  • PBMS
    • Features
      • Program Management
        • Role of a Program Manager
        • Program Life Cycle
        • 📔User Guides
          • 📔Create Program
          • 📔Create Eligibility Manager under Program
          • 📔Create Program Manager for a Program
          • 📔Create Deduplication Manager under Program
          • 📔Create Manager Type
            • 📔Create Payment Manager Types
              • 📔Create Payment Hub EE Payment Manager
              • 📔Create Payment Interoperability Layer Payment Manager
              • 📔Create Default Payment Manager
              • 📔Create Cash Payment Manager
              • 📔Create File Payment Manager
          • 📔Configure Entitlement Manager under Program
          • 📔Configure Payment Manager in Program
          • 📔Configure Default Program Manager
          • 📔Archive, Delete, End, and Re-activate a Program
      • Program Disbursement Cycles
        • 📔User Guides
          • 📔Create Program Fund
          • 📔Create Cycle Manager for a Program
      • Beneficiary Management
        • Beneficiary Registry
          • 📔User Guides
            • 📔Create an Individual Registrant
            • 📔Create a Group and Add Individual Registrants to the Group
            • 📔Assign a Program to a Group
            • 📔Assign a Program to an Individual
        • Beneficiary Registry Configurations
          • 📔User Guides
            • 📔Configure ID Types
            • 📔Configure Registrant Tags
            • 📔Configure Gender Types
            • 📔Configure Relationships
            • 📔Configure Group Types
            • 📔Configure Group Membership Kind
        • Registration
          • 📔User Guides
            • 📔Import CSV File to Registry Module
      • ID Verification
      • Eligibility
        • Proxy Means Test
        • 📔User Guides
          • 📔Create Eligibility Manager Types
            • 📔Configure Default Eligibility Manager
            • 📔Create ID Document Eligibility Manager
            • 📔Create Phone Number Eligibility Manager
          • 📔Configure Proxy Means Test
          • 📔Verify Eligibility of Enrolled Registrants
      • Deduplication
        • 📔User Guides
          • 📔Deduplicate Registrants
          • 📔Create Deduplication Manager Types
            • 📔Configure Default Deduplication Manager
            • 📔Create ID Deduplication Manager
            • 📔Create Phone Number Deduplication
      • Enrolment
        • 📔User Guides
          • 📔Enroll Registrants into Program
          • 📔Auto-Enroll New Registrants into a Program
          • 📔Enroll Eligible Individual Registrants into a Program
      • Entitlement
        • 📔User Guides
          • 📔Multi-Stage Approval
          • 📔Create Entitlement Manager Type
            • 📔Create Default Entitlement Manager
            • 📔Create Voucher Entitlement Manager
            • 📔Configure Cash Entitlement Manager
          • 📔Create Entitlement Voucher Template
          • 📔Configure the Payments File with QR Code
          • 📔Configure Default Cycle Managers
          • 📔Export Beneficiaries Approved Entitlement
      • Disbursement
        • Payment Batches
        • In-Kind Transfer
          • 📔User Guides
            • 📔Create a Product in Inventory
            • 📔Configure In-Kind Entitlement Manager
            • 📔Create and Approve Program Cycle
            • 📔Verify Eligibility of Registrants in a Cycle
        • Digital Cash Transfer
        • e-Voucher
        • 📔User Guides
          • Prepare and Send Payment
      • Self Service Portal
        • 📔User Guides
          • 📔Self Register Online
          • 📔Create Self Service Portal Form
          • 📔Map Self Service Portal Form
      • Document Management
      • Multi-tenancy
      • Notifications
        • 📔User Guides
          • 📔Send Notifications to Individual Registrants
          • 📔Create Notification Manager Types
            • 📔Create SMS Notification Manager
            • 📔Create Email Notification Manager
            • 📔Create Fast2SMS Notification Manager
          • 📔Create Notification Manager under Program
      • Accounting
      • Administration
        • RBAC
          • 📔User Guides
            • 📔Create User and Assign Role
            • 📔Configure Keycloak Authentication Provider for User Log in
        • i18n
      • ODK Importer
        • 📔User Guides
          • 📔Configure and Import ODK Form
          • 📔Import Specific ODK Forms using ODK Instance ID
          • 📔Import Social Registry Data into PBMS
      • MTS Connector
        • 📔User Guides
          • 📔Create MTS Connector
            • 📔Create ODK MTS Connector
            • 📔Create OpenG2P Registry MTS Connector
      • Audit Logs
      • Service Provider Portal
        • 📔User Guides
          • 📔Submit Reimbursement Using the Service Provider Portal
          • 📔Reimburse the Service Provider
      • Interoperability
      • Privacy and Security
      • Periodic Biometric Authentication for Beneficiaries
      • Beneficiary Exit Process
      • Verifiable Credential Issuance
        • 📔User Guides
          • 📔Configure Inji to download Beneficiary VCs
      • Deduplication
      • Manual In-Kind Entitlement
      • Print Disbursement Summary
      • Monitoring & Reporting
        • Logging
    • Versions
    • Developer Zone
      • Odoo Modules
        • G2P Enumerator
        • OpenG2P Registry MTS Connector
        • G2P Documents Store
        • MTS Connector
        • G2P Formio
        • G2P Registry: Rest API Extension Demo
        • G2P Registry: Additional Info REST API
        • G2P Registry: Bank Details Rest API
        • G2P Registry: Additional Info
        • G2P Registry: Membership
        • G2P Registry: Groups
        • G2P Registry: Individual
        • G2P Registry: Base
        • G2P Registry: Rest API
        • G2P Registry: Bank Details
        • OpenG2P Program Payment (Payment Hub EE)
        • OpenG2P Program Payments: In Files
        • G2P Program : Program Registrant Info Rest API
        • OpenG2P Entitlement: Differential
        • OpenG2P Program: Approval
        • OpenG2P Program: Assessment
        • G2P Program: Registrant Info
        • OpenG2P Program Payment: Simple Mpesa Payment Manager
        • OpenG2P Programs: Cycleless
        • OpenG2P Entitlement: In-Kind
        • G2P Notifications: Wiserv SMS Service Provider
        • G2P: Proxy Means Test
        • G2P Programs: REST API
        • G2P Program Payment (Payment Interoperability Layer)
        • OpenG2P Entitlement: Voucher
        • OpenG2P Programs: Reimbursement
        • OpenG2P Program Payment: Cash
        • OpenG2P Program: Documents
        • OpenG2P Program Payment: G2P Connect Payment Manager
        • OpenG2P Programs: Autoenrol
        • G2P ODK Importer
        • G2P Service Provider Beneficiary Management
        • OpenID Connect Authentication
        • G2P Auth: OIDC - Reg ID
        • G2P OpenID VCI: Base
        • G2P OpenID VCI: Programs
        • G2P OpenID VCI: Rest API
      • Developer Install on Linux
      • Repositories
        • openg2p-fastapi-common
          • OpenG2P FastAPI Common
          • OpenG2P FastAPI Auth
          • OpenG2P Common: G2P Connect ID Mapper
        • social-payments-account-registry
        • g2p-bridge
        • openg2p-packaging
        • openg2p-security
        • spar-load-test
        • 4sure
        • G2P SelfServicePortal
      • Technology Stack
      • Testing
        • Test Workflow
        • Automation Framework
    • Deployment
      • i18n
      • Installation of Odoo Modules
      • Domain names and Certificates
      • Helm Charts
  • SPAR
    • Features
      • SPAR Mapper
      • SPAR Self Service
      • Privacy & Security
      • Interoperability
      • Monitoring & Reporting
    • Deployment
      • Domain Names and Certificates
      • Helm Charts
    • 📔User Guides
      • 📔Link FA (Self Service)
      • 📔Link FA (Admin)
    • Development
      • Jira Board
      • Testing
        • Unit Testing
        • Functional Testing
        • Performance Testing
          • Mapper
            • Resolve API
            • Link API
            • Unlink API
            • Update API
      • Developer Install
        • SPAR Mapper API
        • SPAR Self Service API
        • SPAR Self Service UI
      • Repositories
      • API Reference
      • Tech Guides
    • Releases
      • 1.0.0
      • 1.1.0 - WIP
    • Roadmap
  • G2P Bridge
    • Features
      • Privacy & Security
      • Interoperability
      • Monitoring & Reporting
    • Deployment
    • Development
      • Design
        • IN APIs from PBMS
          • create_disbursement_envelope
          • cancel_disbursement_envelope
          • create_disbursements
          • cancel_disbursements
          • get_disbursement_envelope_status
          • get_disbursement_status
        • OUT APIs to Mapper
          • resolve
        • OUT APIs to Bank
          • check_funds_with_bank
          • block_funds_with_bank
          • disburse_funds_from_bank
        • IN APIs from Bank
          • upload_mt940
        • Helper Tables
          • benefit_program_configuration
        • Configuration parameters
        • Interfaces
        • Physical Organization
        • Example Bank
          • example-bank-models
          • example-bank-api
          • example-bank-celery
      • Testing
        • Unit Testing
        • Functional Testing
        • Performance Testing
      • Repositories
    • Tech Guides
    • 📔User Guides
      • 📔Configure G2P Connect Payment Manager
    • Releases
  • Utilities and Tools
    • ODK
      • 📔User Guides
        • 📔Create a Project for a Program
        • 📔Create a Form
        • 📔Upload a Form
        • 📔Upload revised Form
        • 📔Test a Form
        • 📔Publish a Form
        • 📔Provide Form Access to Field Agent
        • 📔Download a Form on ODK Collect
        • 📔Delete a Form
        • 📔Register Offline
    • 4Sure Verifier App
      • Installation Guide for 4Sure Application
      • 📔User Guides
        • 📔Verify Digital Credentials using 4Sure Application
        • 📔Verify and Populate the form in ODK Collect using 4Sure Application
      • 4Sure Test Summary
    • Smartscanner
      • 📔User Guides
    • Registration Tool Kit
  • Monitoring and Reporting
    • Apache Superset
    • Reporting Framework
      • 📔User Guides
        • 📔Connector Creation Guide
        • 📔Dashboards Creation Guide
        • 📔Installation & Troubleshooting
        • Page 1
      • Kafka Connect Transform Reference
    • System Logging
    • System Health
  • Privacy and Security
    • Key Manager
  • Interoperability
  • Integrations
    • eSignet Integration
    • M-Pesa Integration
    • Mojaloop Integration
    • 📔User Guides
  • Deployment
    • Base Infrastructure
      • Wireguard Bastion
        • Install WireGuard Client on Android Device
        • Wireguard Access to Users
        • Install WireGuard Client on Desktop
      • NFS Server
      • Rancher Cluster
      • OpenG2P Cluster
        • Kubernetes
          • Firewall
          • Istio
          • Adding Nodes to Cluster
          • Deleting Nodes from Cluster
        • Prometheus & Grafana
        • Fluentd & OpenSearch
          • DEPRECATED - OpenSearch
      • Load Balancer
        • Nginx
        • AWS
    • Resource Requirements
    • Helm Charts
    • Upgrades
    • Production
    • OpenG2P In a Box
    • Packaging
    • Versioning
    • Additional Guides
      • Automatic Build and Upload of Private Dockers
      • Generate SSL Certificates using Letsencrypt
      • Packaging Odoo based Docker
      • AWS
        • Create ACM Certificate on AWS
        • Create Security Group on AWS
        • Domain mapping on AWS Route53
        • Make Environment Publicly Accessible using AWS LB Configuration
      • Private Access Channel
      • Odoo Post Install Configuration
      • Pulling Docker from Private Repository on Docker Hub
      • Keycloak Client Creation
      • Troubleshooting: "fsnotify watcher" warning
      • Uninstalling Applications from Rancher UI
      • Access a Database from Outside the Cluster
      • Configure External Database to Connect OpenG2P Environment
      • Configure IPSec VPN Gateway to Connect to External Systems using Strongswan
      • Troubleshooting
        • PostgreSQL Database not Starting due to Replication Checkpoint Error
        • No Space Left on the Device Warning
      • Restart Deployment or StatefulSets to Redistribute Pods across Nodes
      • Rerun Jobs in Kubernetes Cluster
      • Finding URLs in the System
      • Transitioning PostgreSQL From Docker on K8s to Standalone PostgreSQL
      • Restore a PVC from an NFS Folder and Attach it to a Pod
      • View System Logs on the OpenSearch Dashboard
    • Persistent Storage
      • Resizing Persistent Volume Claim in Kubernetes Cluster
  • Documentation Guides
    • Documentation Guidelines
      • Embed a Miro diagram
      • Set an Image for a Start View
    • OpenG2P Module Doc Template
  • Use Cases
    • Technology for Inclusion
      • Registration in Low Connectivity Areas
      • Registration using Self Service Portal
    • Digital Cash Transfer Program
    • Create Social Registry
    • Case Studies
      • Immediate Assistance on Demand
      • Service Provider Reimbursement
      • Customise ODK Form - Add Ethiopian Calendar
  • Releases
    • 1.1.0
      • Release Notes
  • License
    • OpenG2P Support Policy
  • Community
    • Contributing
    • Code of Conduct
  • Blogs
    • OpenG2P and SDG Goals
    • OpenG2P - A Building Block for DPI
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Copyright © OpenG2P. This work is licensed under Creative Common Attribution (CC-BY-4.0) International license unless otherwise noted.

On this page
  • Introduction
  • ID Types
  • Registrant Tags
  • District Configuration
  • Gender Types
  • Relationships
  • Group Types
  • Group Membership Kind
  • Related user guides
  1. PBMS
  2. Features
  3. Beneficiary Management

Beneficiary Registry Configurations

Introduction

OpenG2P platform provides configurations to define values (enumerations) for a field. These fields are related to the registrant's identity and association with other registrants. Once defined, these values are available for selection in a dropdown list for that field. This is the list of currently available configurations:

ID Types

ID Type is a reference name given by the OpenG2P platform user to refer to a registrant identity such as driver's license, MOSIP ID, Aadhar, etc. Users can define multiple ID Types. Once defined, users can select the ID Type from a dropdown list. Each registrant's ID Type has an ID Number (identifier) associated with it. Therefore, ID Type is also used by the ID Deduplication Manager to select the ID Type for deduplicating registrants.

Registrant Tags

Registrant tags are used to define the categories for Individuals and groups such as indigenous, solo parents, minors, unemployed, disabled, mentally challenged, etc. These tags can be used by the Eligibility Manager to enroll registrants for targeted programs.

District Configuration

The District configuration is typically used to define a particular place within a state or country. Districts can be configured according to the county's requirements. The configured district will appear as a drop-down menu when selecting the district for any registrant.

Gender Types

Gender types are used to define the gender of individuals and members in groups. Users can create gender types from the configurations, which will appear as a drop-down menu for selecting the gender type. This allows for easy categorization and identification of individuals and group members based on their gender.

Relationships

Relationship is used to record the relation between registrants such as father and son, mother and daughter, and village head and villagers. Relationships can be established between individuals and groups. Some common examples are:

  • Individual<>Individual: Father<>Son, Mother<>Daughter, etc.

  • Individual<>Group: Village head<>Villagers, Social worker<>Group of beneficiaries, etc.

  • Group<>Individual: School<>Principal, Children<>Mother, etc.

  • Group<>Group: Class<>School, Schools<>Districts, etc.

OpenG2P platform provides options for directionality in relationships, i.e. bi-directional or uni-directional based on context. Some examples are:

  • The father can authenticate the minor child, but the minor child cannot authenticate the father.

  • A representative from a group of beneficiaries can receive benefits on behalf of a beneficiary, but the beneficiary cannot receive benefits on behalf of the representative.

The exact interpretation of relationships can vary according to the context and environment of the social protection program. OpenG2P provides all the necessary configurations to the Program Administrator to define complex relationships.

Group Types

Group Types define the association among a group of registrants. Some common examples of Group Types are family, household, village, and company.

Group Membership Kind

The Group Membership Kind establishes the role of an individual in a group. For example, the individual could be a member or head of the group. This field is especially useful for programs that disburse the benefits to only the head of the group but also record the list of other members in the group.

Related user guides

PreviousAssign a Program to an IndividualNextUser Guides

Last updated 6 months ago

📔
Configuration
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ID Deduplication Manager