Key Concepts

This page presents the fundamental concepts of PCH-SIG to understand how the system works.

Geographic Hierarchy

PCH-SIG organizes data according to a 4-level geographic hierarchy:

Region
  └── Sector
        └── Commune
              └── Locality

Each household is linked to a locality, which enables:

• Visualization on the GIS map
• Statistical analysis by zone
• Geographic targeting of programs

Household

The household is the basic unit of the social registry. It represents a group of people living under the same roof and sharing meals.

Composition of a household

Element	Description
Head of household	Reference person (identity information, contact)
Members	List of people comprising the household
Housing	Dwelling characteristics
Location	GPS coordinates and geographic attachment

Household statuses

Status	Description
pending	Imported household, awaiting validation
validated	Verified and approved household
rejected	Non-compliant household (with rejection reason)
cancelled	Deactivated household from the registry

PMT score and poverty category

The Proxy Means Test (PMT) is a score calculating the poverty level of a household based on observable variables (housing, assets, composition).

Category	Description
Extreme	Extreme poverty (maximum priority)
Moderate	Moderate poverty
Vulnerable	Vulnerable but not poor household
Non-poor	Above the poverty threshold

Beneficiary

A beneficiary is a validated household that has been enrolled in a cash transfer program.

Beneficiary lifecycle

Validated household → Enrollment → Active beneficiary → Payments
                                          ↓
                                    Recertification (periodic)
                                          ↓
                                    Graduation (program exit)

Beneficiary states

State	Description
active	Receives transfers
suspended	Temporarily excluded (conditionalities not met)
graduated	Exited the program (autonomy achieved)
deceased	Head of household deceased
inactive	Permanently excluded

Payment Cycle

A cycle represents a payment period (generally monthly or quarterly).

Cycle workflow

Draft → Payment generation → Validation → Operator export → Closure

Cycle states

State	Description
draft	Cycle in preparation
generated	Payments calculated
validated	Approved for execution
in_progress	Payments being executed
closed	Cycle completed
cancelled	Cycle abandoned

Payment

A payment is a cash transfer made to a beneficiary within a cycle.

Payment statuses

Status	Description
pending	Payment generated, not yet sent
sent	Transmitted to operator
paid	Confirmed as received by beneficiary
failed	Transfer failure (invalid number, etc.)
cancelled	Payment cancelled

Payment methods

• Mobile Money: Orange Money, Free Money, Wave
• Bank transfer: Beneficiary's bank account
• Manual payment: Physical distribution

Conditionalities

Conditionalities are obligations that beneficiaries must fulfill to continue receiving transfers.

Types of conditionalities

Type	Example
Education	Children's schooling, attendance rate
Health	Prenatal visits, vaccinations
Nutrition	Children's nutritional monitoring

Verification

Conditionality verification can be:

• Automatic: Integration with external systems (health, education)
• Manual: Entry by field agents

Identity Documents

Each head of household must provide a verified identity document.

Accepted types

• National Identity Card (CNI)
• Passport
• Residence permit
• Birth certificate

Verification states

State	Description
pending	Document submitted, not verified
verified	Document authenticated
rejected	Invalid document
expired	Expired document

Roles and Permissions

PCH-SIG uses a granular permission system.

Main roles

Role	Access
Administrator	Full access, user management
Manager	Household management, cycles, validations
Operator	Data entry and consultation
Auditor	Read-only, reports

Permission structure

Permissions follow the module.action format:

• registre.menages_view - View households
• registre.menages_edit - Edit households
• transferts.cycles_validate - Validate cycles
• rapports.export - Export data

DLI Indicators

Disbursement-Linked Indicators (DLI) are performance indicators linked to donor disbursements.

Indicator examples

• Number of enrolled beneficiaries
• Effective payment rate
• Geographic coverage
• Conditionality compliance

IFR Reports

Interim Financial Reports (IFR) are periodic financial reports intended for donors.