Beneficiary Module

This module allows browsing and managing beneficiaries. It provides a 360-view of beneficiary data and provides a single point to view beneficiary-related data from other modules. If the Grievance module is enabled you can view recorded grievances associated with each beneficiary. There’s also an integration with the Payments, Data Update, Training, and Savings Group Modules.

It also has sub-modules to provide contextualized views on Active, Potential, Suspended, and Graduated beneficiaries. It has an elastic search functionality and advanced filters are available to filter and download subsets of beneficiary data. The beneficiary module also has an ETL system that enables the import of historical data into the MIS. The ETL system allows for the import of beneficiary data via CSV/excel files, database integration for scheduled import, or integration with API to fetch data. This comes with a real-time validation 

 High-Level User Stories

1. Should have an ETL integration layer to pull data from existing systems into the MIS and Should have real-time validation for ETL service

2. ETL service should support Database, API, Excel and CSV extraction from source
   
   

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3. Allows to see all beneficiaries on the system. Grouped by four statuses which act as a submodule. These are POTENTIAL, ACTIVE, GRADUATED, and SUSPENDED

4. Allows the grouping of beneficiaries by a program during the ETL process.

5. Allows filtering and downloading of beneficiaries by using geographical data or other characteristics, as per program needs (there can be sensible defaults, but authorised users should be able to configure them). For example, download, a file of beneficiaries who are FEMALE and have a DISABILITY in particular locations

6. Allows a search on each submodule for beneficiaries

7. Allows to export the beneficiary list as CSV

8. Allows integration into other modules, like Payments, Kind Disbursement Training, Savings Groups and Grievances to view all recorded data for beneficiaries.

9. Allows recording of grievances for beneficiaries

10. Allows creation of data update requests for beneficiaries

11. Allows configuration of alerts to flag beneficiary details when events are triggered. For example, an alert to flag when beneficiaries turn age nineteen. Which will be executed daily to flag beneficiaries that meet the criteria.

12. Allows the transition of beneficiaries through the various status or cycles. For example, POTENTIAL beneficiaries can be made ACTIVE, ACTIVE beneficiaries can be GRADUATED or SUSPENDED.

13. Depending on the SP program design, change of status at the individual level may or may not reflect at the household level.

14. Allows undoing a transition of beneficiaries to another status group.

15. All status changes, benefits and services, etc. should be logged

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