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 will display details such as:

  • Applicant Name

  • Order ID

  • Submitted At

  • Last Updated At

  • Application Status

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

• User Can Approve and Reject the Application

• 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