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  1. PBMS
  2. Features
  3. Entitlement
  4. πŸ“”User Guides
  5. πŸ“”Create Entitlement Manager Type

πŸ“”Configure Cash Entitlement Manager

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Last updated 11 months ago

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

This document provides instructions to configure cash entitlement managers.

Prerequisites

  • The user must have access to Program module in OpenG2P systems.

  • The user should be assigned to the Program Manager role.

Procedure

  1. Click the main menu icon and select Programs.

Programs screen is displayed.

  1. Click the Configuration in the menu bar and then select Cash Entitlement Managers.

Entitlement Managers screen is displayed.

  1. Click the Create button.

Entitlement Managers/New screen is displayed.

  1. Enter the name of the entitlement manager.

  2. Select the appropriate program from the drop-down. (or) Select the Search More... option from the drop-down.

Search: Program screen is displayed.

  1. Click the program name to configure the cash entitlement manager.

The program name appears in the Program drop-down.

  1. Check the box Evaluate one item to evaluate an entitlement item.

  2. Enter the amount in the Maximum Amount field.

  3. Check the box Enable Inflation to enable the inflation rate.

Notes:

If the Enable Inflation box is checked, then the Inflation Rate field appears.

  1. Enter the inflation rate.

  2. Click the Add a line in the Name column.

Create Entitlement Items screen is displayed.

The fields and their descriptions are given below.

Field
Description

Name

Enter the name of the entitlement items.

Amount per cycle

Enter the amount of the entitlement items that has to be disbursed per cycle.

Currency

Enter the currency type of the entitlement items

Condition Domain

  1. Click the Add filter button.

  2. Set the rules to filter the beneficiaries based on the criteria.

For example, the rule to search for criteria is selected as ID in the drop-down, assign the mathematical operation (for example, = is selected) for the rule, and enter the value for the rule ( for example, 1 is selected). Similarly you have added rules.

Multiplier

Select the appropriate value from the drop-down

Maximum number

Enter the maximum number for the multiplier

  1. Click the Save & Close button to save and exit from the screen.

  2. Click the Save & New button to save and create new entitlement items.

  3. Click the Discard button to exit from the screen without saving.

Entitlement Managers/New screen lists the newly created entitlement items.

  1. Select the appropriate ID type from the drop-down in the ID Type to store in entitlements field.

  2. Select the appropriate entitlement validator from the drop-down in the Entitlement Validation Group field.

  3. Click the Save button to save and exit from the screen.

  4. Click the Discard button to exit from the screen without saving.

The newly configured cash entitlement manager is listed in the Entitlement Managers screen.