PBMS
GP2 MIS - Program and Beneficiary Management System
Last updated
GP2 MIS - Program and Beneficiary Management System
Last updated
Copyright © 2024 OpenG2P. This work is licensed under Creative Commons Attribution International LicenseCC-BY-4.0 unless otherwise noted.
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 e-Vouchers to beneficiaries
Pull beneficiary data from other registries (departments) to avoid the collection of the same data multiple times
| Features | Functionality |
|---|---|
Refer to Architecture for PBMS high level architecture and its relationship with other modules.
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.
G2P Connect interfaces
Connection to payment systems
Exposing beneficiary data via standard interfaces
Pulling data using G2P Connect
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.
Technical architecture diagram
Refer to Privacy and Security.
Users of PBMS system can login via following login providers
National ID (integration via eSignet)
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.
Program definition
Program lifecycle management
Managing multiple programs
Programs targeting both individuals and groups
Program disbursement cycles
Identifying beneficiaries
Enrolling beneficiaries
Maintaining Beneficiary Registry
Deciding on entitlements
Disbursements
Notifications to beneficiaries
Data sharing of beneficiaries via APIs
Program application and discovery by beneficiaries
Program enrollment and disbursement status
Login using national ID via OpenID Connect (OIDC)
ID based deduplication
Phone number based deduplication
Automatic computation of eligibility
Proxy Means Test
Differential entitlement
Entitlement in kind
e-Vouchers
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
Beneficiary e-Card
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 visualise data
Odoo audit logs