Identification and registration

Carry out registrations through a variety of methods, including offline, mobile, self-registration, integration with external databases, or import of program records stored in simple file formats. The platform can be used in small programs which require a simple management information system for an individual program, or it can be configured to integrate data across several programs.

  • CommCare

  • CSV/Excel import

  • API integration (e.g. civil registries)

  • Set geographical divisions or administrative units

  • Built-in consent management

  • Hardware integration of document scanners and biometric devices

Identification and registration

Carry out registrations through a variety of methods, including offline, mobile, self-registration, integration with external databases, or import of program records stored in simple file formats. The platform can be used in small programs which require a simple management information system for an individual program, or it can be configured to integrate data across several programs.

  • CommCare

  • CSV/Excel import

  • API integration (e.g. civil registries)

  • Set geographical divisions or administrative units

  • Built-in consent management

  • Hardware integration of document scanners and biometric devices

Needs assessment

Data collected about registrants can be analyzed based on information and indicators entered into the system, such as household size and composition. Poverty calculations can be applied to individual and household socioeconomic data, such as Proxy Means Tests.

  • Apply and compute customized indicators

  • Apply poverty and income tests (e.g. PMT, Means Test, etc)

  • Create reports

  • API integration (e.g. with disability registers or farmer registries)

Needs assessment

Data collected about registrants can be analyzed based on information and indicators entered into the system, such as household size and composition. Poverty calculations can be applied to individual and household socioeconomic data, such as Proxy Means Tests.

  • Apply and compute customized indicators

  • Apply poverty and income tests (e.g. PMT, Means Test, etc)

  • Create reports

  • API integration (e.g. with disability registers or farmer registries)

Eligibility and enrollment

Check registrants’ profiles against a variety of eligibility criteria such as poverty or income levels, specific groups (e.g. by age or pregnancy status), geographic location or residency status.The system can be configured so that eligible registrants are automatically enrolled on to programs or additional validation steps can be included if required.

  • Apply and compute customized indicators

  • Automatic criteria calculation

  • Eligibility criteria filters

  • Enrollment status

  • Set validation and authorization rules

Eligibility and enrollment

Check registrants’ profiles against a variety of eligibility criteria such as poverty or income levels, specific groups (e.g. by age or pregnancy status), geographic location or residency status.The system can be configured so that eligible registrants are automatically enrolled on to programs or additional validation steps can be included if required.

  • Apply and compute customized indicators

  • Automatic criteria calculation

  • Eligibility criteria filters

  • Enrollment status

  • Set validation and authorization rules

Entitlement calculation

Program calculation rules or algorithms can be applied to determine the amount of cash or in-kind entitlement that each individual or household should receive. The system allows for varied entitlement amounts (such as different amounts for primary school and secondary school age children), a limit on the total transfer amount per household, and deductions for failure to comply with program conditions.

  • Calculate individual and household entitlements

  • Set maximum entitlement amounts

  • CSV/Excel import (e.g. CCT compliance data)

  • API integration

  • Set authorization levels and rules

Entitlement calculation

Program calculation rules or algorithms can be applied to determine the amount of cash or in-kind entitlement that each individual or household should receive. The system allows for varied entitlement amounts (such as different amounts for primary school and secondary school age children), a limit on the total transfer amount per household, and deductions for failure to comply with program conditions.

  • Calculate individual and household entitlements

  • Set maximum entitlement amounts

  • CSV/Excel import (e.g. CCT compliance data)

  • API integration

  • Set authorization levels and rules

Entitlement delivery

The system supports the delivery of both cash and in-kind entitlements. Automation of cash transfers can be carried out through integration with Financial Service Providers, creation of payment lists or issuance of vouchers. The platform also supports the management and distribution of food and non-food items such as shelter materials, hygiene kits, and cooking items, or can be linked with other ERPs.

  • FSP

  • Closed-loop, vouchers

  • Stock management

  • Supply chain

  • Warehouse and distribution point management

  • Point Of Sales integration

Entitlement delivery

The system supports the delivery of both cash and in-kind entitlements. Automation of cash transfers can be carried out through integration with Financial Service Providers, creation of payment lists or issuance of vouchers. The platform also supports the management and distribution of food and non-food items such as shelter materials, hygiene kits, and cooking items, or can be linked with other ERPs.

  • FSP

  • Closed-loop, vouchers

  • Stock management

  • Supply chain

  • Warehouse and distribution point management

  • Point Of Sales integration

Exit and graduation

The system can be configured to support program exit and graduation based on pre-existing criteria such as ageing out of a program, death, or program completion for programs with a set timeframe. Alerts can be set to notify program staff in the case of noncompliance with program conditions which may necessitate early exit from a program and require further investigation by program staff.

  • Set exit parameters

  • Set alerts for program staff

  • Notify program participants

  • CSV/Excel import

Exit and graduation

The system can be configured to support program exit and graduation based on pre-existing criteria such as ageing out of a program, death, or program completion for programs with a set timeframe. Alerts can be set to notify program staff in the case of noncompliance with program conditions which may necessitate early exit from a program and require further investigation by program staff.

  • Set exit parameters

  • Set alerts for program staff

  • Notify program participants

  • CSV/Excel import

Outreach and communications

The system can be configured to provide automated feedback to program applicants at every stage of the application, enrollment and graduation process through SMS and email. It also allows for large-scale public outreach and communication campaigns to prospective and existing program beneficiaries.

  • Automated messaging

  • Mass communication

  • Validation workflow

  • Tailor outreach by geographic location

Outreach and communications

The system can be configured to provide automated feedback to program applicants at every stage of the application, enrollment and graduation process through SMS and email. It also allows for large-scale public outreach and communication campaigns to prospective and existing program beneficiaries.

  • Automated messaging

  • Mass communication

  • Validation workflow

  • Tailor outreach by geographic location

Case management and compliance monitoring

Individual and household cases can be managed through the full cycle of program implementation. The platform supports compliance monitoring through uploading of compliance data or through integration with databases of schools and clinics. Alerts can be set to notify program staff of changes in eligibility.

  • Individual or bulk data updates by program staff

  • User portal updates

  • CSV/Excel import of compliance data

  • API integration with schools, clinics

  • Set automatic updates based on predefined criteria

Case management and compliance monitoring

Individual and household cases can be managed through the full cycle of program implementation. The platform supports compliance monitoring through uploading of compliance data or through integration with databases of schools and clinics. Alerts can be set to notify program staff of changes in eligibility.

  • Individual or bulk data updates by program staff

  • User portal updates

  • CSV/Excel import of compliance data

  • API integration with schools, clinics

  • Set automatic updates based on predefined criteria

Complaints and appeals

Systems for managing complaints and appeals can be tailored to program and country contexts, by including it as a component of the information system, or linking with an independent complaints and appeals platform.

  • Multichannel

  • Anonymous channel

  • CommCare

  • API integration

  • Auditability

  • Service level agreement

Complaints and appeals

Systems for managing complaints and appeals can be tailored to program and country contexts, by including it as a component of the information system, or linking with an independent complaints and appeals platform.

  • Multichannel

  • Anonymous channel

  • CommCare

  • API integration

  • Auditability

  • Service level agreement

Program monitoring and data analytics

Easily create dashboards for a complete overview of the program at each stage of implementation and delivery. More extensive data queries, explorations and data visualizations are supported through integration with Metabase.

  • Customizable dashboards

  • Odoo reports

  • Integration with Metabase

  • Report sharing

  • Access controls to protect sensitive data

Program monitoring and data analytics

Easily create dashboards for a complete overview of the program at each stage of implementation and delivery. More extensive data queries, explorations and data visualizations are supported through integration with Metabase.

  • Customizable dashboards

  • Odoo reports

  • Integration with Metabase

  • Report sharing

  • Access controls to protect sensitive data

Underlying foundations

System interoperability

Comprehensive documentation explains how systems can be integrated, including API documentation, data format specifications and usage guidelines. This ensures that the platform can communicate effectively with different systems, improving the implementation and delivery of social protection programs.

  • Comprehensive documentation including APIs

  • Message queues

  • Authentication and authorization mechanisms

  • Error handling and logging

  • Rigorous testing, validation and compliance checks

Underlying foundations

System interoperability

Comprehensive documentation explains how systems can be integrated, including API documentation, data format specifications and usage guidelines. This ensures that the platform can communicate effectively with different systems, improving the implementation and delivery of social protection programs.

  • Comprehensive documentation including APIs

  • Message queues

  • Authentication and authorization mechanisms

  • Error handling and logging

  • Rigorous testing, validation and compliance checks

Data privacy and security

The platform can be easily adapted to comply with relevant data protection and privacy laws. Security controls and audits ensure that personal or sensitive data and transactions are protected. Through active engagement with the open-source community, our team has the latest information on privacy and security related to open-source software.

  • Strong access controls and management

  • Consent management

  • Customizable audit logs

  • Data encryption protocols

  • Secure data sharing with third parties

Data privacy and security

The platform can be easily adapted to comply with relevant data protection and privacy laws. Security controls and audits ensure that personal or sensitive data and transactions are protected. Through active engagement with the open-source community, our team has the latest information on privacy and security related to open-source software.

  • Strong access controls and management

  • Consent management

  • Customizable audit logs

  • Data encryption protocols

  • Secure data sharing with third parties