GITBOOK-42: No subject

platform/modules/program-and-beneficiary-management-system/README.md

@@ -4,18 +4,22 @@
 
 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 PMT to automatically create eligible beneficiaries
-* Seamlessly connect to payment systems for cash transfer
-* Offer self-service portal to residents
-* Send notifications to beneficiaries via SM
-* Issue digitally signed vouchers to beneficiaries
-* Pull data from other sources (departments) to avoid the collection of the same data multiple times
+* Manage **multiple** programs in one system
+* **Share** beneficiary data with other systems/departments in an interoperable fashion
+* Define eligibility and entitlement rules like **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
 
-<table><thead><tr><th width="201">Features</th><th>Functionality</th></tr></thead><tbody><tr><td>Data sources</td><td>Pulling data from registries</td></tr><tr><td>Program management</td><td><ul><li>Program definition</li><li>Managing multiple programs</li></ul></td></tr><tr><td>Beneficiary registry</td><td>Data sharing of beneficiaries via standard interfaces</td></tr><tr><td>ID Authentication</td><td></td></tr><tr><td>Deduplication</td><td></td></tr><tr><td>Eligibility</td><td><ul><li>Automatic computation of eligibility</li><li>Proxy Means Test (PMT)</li></ul></td></tr><tr><td>Entitlement </td><td></td></tr><tr><td>Disbursement</td><td><ul><li>Digital cash transfer via bank or mobile</li><li>Voucher based disbursement</li><li>Generation of disbursement list</li></ul></td></tr><tr><td>Voucher</td><td><ul><li>Digital vouchers for goods or services</li><li>Voucher verification app</li><li>Voucher reimbursement </li></ul></td></tr><tr><td>Accounting</td><td>Fund management Reconciliation</td></tr><tr><td>Administration</td><td><ul><li>Role-based access control (RBAC)</li><li>Multilevel approval </li></ul></td></tr></tbody></table>
+<table><thead><tr><th width="201">Features</th><th>Functionality</th></tr></thead><tbody><tr><td><a href="./#data-sources">Data sources</a></td><td>Pulling data from registries</td></tr><tr><td>Program management</td><td><ul><li>Program definition</li><li>Managing multiple programs</li></ul></td></tr><tr><td>Beneficiary registry</td><td>Data sharing of beneficiaries via standard interfaces</td></tr><tr><td>Self service portal</td><td><ul><li>Program application and discovery by beneficiaries</li><li>Program enrollment and disbursement status </li></ul></td></tr><tr><td>ID Authentication</td><td></td></tr><tr><td>Deduplication</td><td></td></tr><tr><td>Eligibility</td><td><ul><li>Automatic computation of eligibility</li><li>Proxy Means Test (PMT)</li></ul></td></tr><tr><td>Entitlement </td><td></td></tr><tr><td>Disbursement</td><td><ul><li>Digital cash transfer via bank or mobile</li><li>Voucher based disbursement</li><li>Generation of disbursement list</li></ul></td></tr><tr><td>Voucher</td><td><ul><li>Digital vouchers for goods or services</li><li>Voucher verification app</li><li>Voucher reimbursement </li></ul></td></tr><tr><td>Accounting</td><td>Fund management Reconciliation</td></tr><tr><td>Administration</td><td><ul><li>Role-based access control (RBAC)</li><li>Multilevel approval </li></ul></td></tr><tr><td>Notifications</td><td><ul><li>Notifications to beneficiaries via SMS/Email</li></ul></td></tr><tr><td>Interoperability</td><td><ul><li>Compliance with G2P Connect Registry APIs</li><li>Compliance with G2P Connect Disbursement APIs</li></ul></td></tr></tbody></table>
+
+## Data sources
+
+PBMS provides methods to pull data from OpenG2P's [Social Registry](../social-registry.md) 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.
 
 ## Interoperability &#x20;
 
@@ -26,14 +30,16 @@ The Program and Beneficiary Management System (PBMS) is the core module of OpenG
 
 ## Technology
 
-Odoo
+PBMS is based on Odoo which is an open source ERP software.  PBPM extends modules of Odoo to tailor them from social protection needs.&#x20;
 
-Postgres
+The underlying database is Postgres.
 
 ## Privacy and security of data
 
 ## 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
 
 ## Use guides