End User Guide
Provider User Flows with Screenshots
Catalog Manager
1. Log in to the Catalog Manager
2. Access the Benefit Section
Once logged in, you will see a navigation menu on the left-hand side.
Click on Collection Types.
Under Collection Types, click on Benefit.
3. View Existing Benefits
You will be taken to a page that displays a list of all benefits already created by your organization.
Each benefit entry includes key information like benefit name, status, and creation date.
4. Create a New Benefit
Click on the Create New Entry button at the top-right corner of the benefit list page.
A form will open for you to enter the benefit details.
5. Fill in the Benefit Details
Enter all required fields such as:
Benefit Title
Benefit Category
Eligibility Criteria
Required Documents
Duration/Start-End Date
Make sure all details are accurate and complete.
6. Save and Publish
Click the Save button to store the benefit as a draft.
Once finalized, click the Publish button to make the benefit live and available to applicants.
Provider Frontend Application
Viewing and managing applications
1. Log in to the Provider Frontend Application
Access the Provider Frontend via your browser.
Enter your credentials and click Login.
2. View Available Benefits
After logging in, you will see a list of all benefits created by your organization.
This list includes benefit Name, (Pending, Approved, Rejected) Applications count, Close Date and Action (Which take user to see the list of Applications submitted for that benefit)
3. View Applications for a Benefit
In the Action column of each benefit row, click on the button labeled View Applications (or similar).
You will be taken to a new page listing all applications submitted for that specific benefit.
4. Explore the Application List
The Application List page displays applications in a tabular format with the following columns:
Applicant Name
Application ID
Order ID
OTR Number
Submitted At
Last Updated At
Application Status
Action
4.1 Filters and Ordering Options
The Application List page provides multiple options to filter and sort the data for easier navigation.
Ordering Options
Users can sort the application list using:
Order By dropdown:
Application ID
Submitted At
Last Updated At
Sort Order dropdown:
Ascending
Descending
Status Filter
Applications can be filtered based on their status:
Pending
Approved
Rejected
Resubmitted
4.2 Download Options
The Application List page provides the following download options:
4.2.1 Download ZIP
The Bulk Application Download feature allows you to export all application data and documents for a specific benefit into a single, compressed ZIP file
When user extract the downloaded ZIP file (BenefitName_applications_Date.zip), user will find:
applications_data.csv: A consolidated Excel-compatible report containing data for all applications.
Application Folders: A separate folder for each individual application (named by Applicant Name or Order ID).
Inside each folder, you will find the specific documents submitted by that applicant (e.g., images, PDFs).
4.2.2 Download Data
Exports application data in CSV format.
CSV download includes filtering options such as:
Disbursement Bank Details
Application Data
Benefit Amounts Calculation
5. Individual Application Details
In the Action column of each application row, click on the View Details button.
You will be taken to the Application Details Page, where you can :
See if the application is pending, approved, or rejected
Various Tabs inside it - Applicant Details, Supporting Documents, Eligibility Criteria, Amount Break.
First Tab - Applicant Details
It shows applicant’s Name, Class, Marks, etc (Which is defined in Application form)
Second Tab - Supporting Documents
It shows Documents uploaded while applying for benefit by Beneficiary Application.
Users Can View Application Data and Also View Original Document.
Documents Can be verified before Approval or Rejection of Application
View Document Data
View Original Document
Document Verification
When you click on the Verify All Document button, document verification starts and the status of verification is displayed such as Verified / Unverified.
If VC (Verifiable Credentials) is tampered or modified verification fails and status of that document is set as unverified and when verification passes the status of it is set as Verified.
Verification process behind the scene uses Verification SDK API
Third Tab - Eligibility Criteria
Eligibility Criteria tab show Eligibility Parameter, Set Criteria, Profile Value and Eligibility Status
If Criteria are matched its status is shown as Matched
The Eligibility Criteria check here is performed using the Eligibility SDK behind the scenes.
Four Tab - Amount Break Down
This tab allows to view the complete amount details of the benefit that will be received by the student.
This includes a detailed amount breakdown of each benefit component, along with the total payout amount to be credited to the student.
Fifth Tab - Action History
This tab displays all actions performed on the application actions such as:
Application submitted
Application approved
Application sent back
Application rejected
Application resubmitted
When an Application is approved its status gets changed to Approved.
When you click on Approve it shows a confirmation popup where the comment can be added
After Confirm Approval Status of Application is changed to Approved
Super User Flows with Screenshots
Adding Provider and Provider Users
1. Login
Access the Provider Frontend via your browser.
Enter super user credentials and click Login.
2. Provider Management
For Super User Provider Management is visible
3. Add Provider
You can add details for adding a new Provider in below form , it will create a new Provider
4. Add Provider User
After adding new Provider you can add users for the Provider using following form
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