SP-MIS Stories#

The OpenSPP SP-MIS demo module includes a number of fixed households that show various household situations. This will allow you to easily understand the available functionalities.

Before you start#

  • OpenSPP should be installed and running (see Installing OpenSPP)

  • OpenSPP SPMIS Demo should be installed and demo data should be generated (see Install SP-MIS demo data)

  • You need administrator access to OpenSPP

Story 1: Payment failure, recovery, and compliance pass#

Demonstration purpose: Cash Transfer with a payment failure and successful reprocessing. Also demonstrates compliance passing — household Dela Cruz (PH) / Mensah (TG) / Bandara (LK) remains compliant each cycle, contrasting with household Santos (PH) / Koffi (TG) / Perera (LK) who fails compliance and graduates.

Program(s) that the household is enrolled in:

Program

Reason for eligibility

Compliance

Status

Cash Transfer

income 4,000 < poverty_line 5,000, size 4 >= 2

Passed — per_capita_income 1,000 < poverty_line 5,000

Enrolled

Household journey:

  1. Enrolled 100 days ago

  2. Payment #1 ($150) — paid

  3. Payment #2 ($150) — failed (bank issue)

  4. Payment #3 ($150) — paid (reprocessed)

  5. Compliance check passes each cycle (per_capita_income 1,000 < poverty_line 5,000)

Existing change requests for the household:

  • update_id (approved) — Correct national ID number for Juan (PH) / Kofi (TG) / Nimal (LK) after data entry error

Geographical location: Calamba City (PH) / Tokoin (TG) / Moratuwa (LK)

Story 2: Graduation and partial exit#

Demonstration purpose: Complete program lifecycle — enrollment, payments, compliance failure triggering graduation from one program while remaining in another. Shows that exiting one program doesn't affect other enrollments. Primary story for demonstrating the compliance manager.

Program(s) that the household is enrolled in:

Program

Reason for eligibility

Compliance

Status

Cash Transfer

income 3,500 < 5,000, size 5 >= 2

Failed — per_capita_income exceeded poverty_line after income improvement

Exited (graduated)

Universal Child Grant

child_count 2 > 0

N/A (no compliance on this program)

Enrolled

Household journey:

  1. Enrolled in Cash Transfer 180 days ago (hh_total_income 3,500, per_capita 700)

  2. Also enrolled in Universal Child Grant

  3. 3 Cash Transfer payments of $150 (compliant — per_capita_income < poverty_line)

  4. Income improved → compliance check fails in cycle 4

  5. Marked non_compliant on cycle membership → no entitlement generated

  6. Non-compliance triggers graduation review → exited from Cash Transfer 30 days ago

  7. Still receiving Universal Child Grant (2 children x $50 = $100/month)

Individual dual enrollment:

Member

Program

Reason for eligibility

Maria Santos (PH) / Ama Koffi (TG) / Kumari Perera (LK) (42, F)

Food Assistance

active registrant

Maria Santos (PH) / Ama Koffi (TG) / Kumari Perera (LK) receives monthly food baskets individually. Continues after household Cash Transfer graduation.

Existing change requests for the household:

  • edit_individual (approved) — Maria Santos's (PH) / Ama Koffi's (TG) / Kumari Perera's (LK) phone/address update after moving

  • edit_individual (pending x2) — Conflict detection: two overlapping CRs for Maria Santos (PH) / Ama Koffi (TG) / Kumari Perera (LK)

Geographical location: Santa Rosa City (PH) / Aflao Sagbado (TG) / Kolonnawa (LK)

Story 3: Multi-generational household#

Demonstration purpose: Demonstrates a large multi-generational household with three generations living together — grandparents, parents, and children. Shows household composition complexity and how multiple individuals within a household can qualify for different individual-targeting programs (e.g., elderly members for pension).

Program(s) that the household is enrolled in:

Not enrolled in group programs via named stories. Volume-generated households with similar composition are enrolled based on blueprint eligibility flags.

Demo points:

  • Multi-generational household structure (grandparents + parents + children)

  • Elderly head (72) and spouse (68) — both individually eligible for Elderly Social Pension

  • child_count = 3 (under 18: Lucia Reyes (PH) / Dzidzor Lawson (TG) / Wasana Rathnayake (LK) - 14y, Antonio Reyes (PH) / Kokou Lawson (TG) / Ruwan Rathnayake (LK) - 10y, Isabella Reyes (PH) / Ewoenam Lawson (TG) / Nimali Rathnayake (LK) - 6y; Jose Jr Reyes (PH) / Dela Lawson (TG) / Pradeep Rathnayake (LK) - 18y excluded)

  • Large household (8 members) for household composition analysis

Geographical location: San Pablo City (PH) / Kpalime (TG) / Kandy Four Gravets (LK)

Story 4: Emergency relief and transition#

Demonstration purpose: Emergency response with fast-track enrollment, then transition to longer-term Cash Transfer support after stabilization. Shows how displaced families move through the system.

Program(s) that the household is enrolled in:

Program

Reason for eligibility

Status

Emergency Relief

dependency_ratio 5/2 = 2.5, displaced

Enrolled

Cash Transfer

income 2,000 < 5,000, size 7 >= 2 (post-stabilization)

Enrolled

Household journey:

  1. Typhoon displaces family → emergency registration 60 days ago

  2. Vulnerability assessment: very_high (displaced, lost assets, score 85)

  3. Emergency Relief enrolled (fast-track 15-day cycles)

  4. 2 emergency payments of $400 (Tier 2)

  5. 30 days later: stabilized, enrolled in Cash Transfer for longer-term support

  6. 1 Cash Transfer payment of $150

Individual dual enrollment:

Member

Program

Reason for eligibility

Ramon Gutierrez (PH) / Kosi Deku (TG) / Asanka Kumara (LK) (50, M)

Food Assistance

active registrant

Ramon Gutierrez (PH) / Kosi Deku (TG) / Asanka Kumara (LK) receives food baskets individually during the emergency period.

Existing change requests for the household:

  • edit_individual (approved) — Ramon Gutierrez's (PH) / Kosi Deku's (TG) / Asanka Kumara's (LK) address update after relocation to temporary shelter

Geographical location: Antipolo City (PH) / Sokode (TG) / Galle Four Gravets (LK) — displacement zone

Story 5: Disability support#

Demonstration purpose: Disability-focused support with per-member benefit calculation. Demonstrates disability assessment and the pending reassessment workflow.

Program(s) that the household is enrolled in:

Program

Reason for eligibility

Status

Disability Support

has_disabled_member = true, disabled_count = 1

Enrolled

Household journey:

  1. Enrolled 100 days ago

  2. Disability assessment completed for Miguel Martinez (PH) / Kofi Koudawo (TG) / Charitha Wickramasinghe (LK)

  3. 3 monthly payments of $175 each (base $100 + 1 disabled member x $75)

Existing change requests for the household:

  • edit_individual (pending) — Disability reassessment for Miguel Martinez (PH) / Kofi Koudawo (TG) / Charitha Wickramasinghe (LK) (updated medical documentation)

Geographical location: Makati City (PH) / Lome Commune (TG) / Dehiwala Mount Lavinia (LK)

Story 6: Elder living alone#

Demonstration purpose: Individual-only enrollment with no household. Multi-program beneficiary receiving both cash (pension) and in-kind (food).

Profile: 72-year-old widow, lives alone, high vulnerability.

Name: Rosa Garcia (PH) / Adzo Amegah (TG) / Malini Silva (LK)

Eligibility:

Program

Why Eligible

Elderly Social Pension

age 72 >= retirement_age 65

Food Assistance

active registrant

Journey:

  1. Registered 200 days ago

  2. Vulnerability assessment: high (elderly, alone, low income)

  3. Enrolled in Elderly Social Pension 180 days ago

  4. 4 monthly pension payments of $100

  5. Enrolled in Food Assistance 175 days ago — receives monthly food baskets

Change request:

  • exit_registrant (pending) — Graduated from food assistance program (pending approval)

Geographical location: Quezon City (PH) / Be (TG) / Fort (LK)

Story 7: Age rejection#

Name: Lorna Pascual (PH) / Ablavi Gbeassor (TG) / Priyanka Mendis (LK)

  • 55-year-old woman

  • Applied for Elderly Social Pension → rejected (age 55 < retirement_age 65)

  • The only named story with an explicit rejection status in STORY_ENROLLMENTS

Geographical location: Pasig City (PH) / Nyekonakpoe (TG) / Pettah (LK)

Story 8: Dual enrollment (from Story 2)#

Name: Maria Santos (PH) / Ama Koffi (TG) / Kumari Perera (LK)

  • Head of household Santos (PH) / Koffi (TG) / Perera (LK) (enrolled in Cash Transfer graduated + Universal Child Grant)

  • Individually enrolled in Food Assistance 120 days ago

  • Demo point: Same person visible in both individual and household program contexts

Story 9: Dual enrollment (from Story 4)#

Name: Ramon Gutierrez (PH) / Kosi Deku (TG) / Asanka Kumara (LK)

  • Head of household Gutierrez (PH) / Deku (TG) / Kumara (LK) (enrolled in Emergency Relief + Cash Transfer)

  • Individually enrolled in Food Assistance 50 days ago

  • Demo point: Displaced person receiving household emergency aid + individual food support