Changes in Nikshay DBT-PFMS interface: Sep 2019

Introduction

To streamline the DBT process in Nikshay and to improve its security features and to eliminate the possibility of inadvertent errors & malpractices, the following changes for Nikshay Poshan Yojana are put in with effect from September 13^th, 2019 (Ref: DO letter: Z-28015/230/2018-11th Sep 2019)

1. DBT specific users (Staff) to be created. Only these users will have access to the DBT Processing interfaces.

1. by STO at District (DBTchecker)

2. by DTO at TBU (DBTmaker)

• One bank account one beneficiary. Nikshay will not allow seeding the same bank account against another patient.
• Beneficiary Approval workflow: If PFMS validated bank account of any beneficiary is changed, DTO approval will be required before the change is applied.

1. DBT specific Users

1. DBT (Benefits and Beneficiary) Processing had to be compartmentalized to specific users to improve co-ordination and accountability. Compartmentalization will be done by two types of DBT specific users. DBTMaker for each TBU and DBTChecker for each RNTCP District
2. The DTO and MO-TBunit (MOTC) need to designate a staff to be responsible for beneficiary and benefit processing at their respective level.
3. After designating the staff, the DBTChecker will have to be created by the STO and DBTMaker will have to be created by the DTO upon request from the DTO and MOTC. The user credentials will be sent to the registered mobile numbers of these staff.
4. Only one DBT user can be created for each District & TBU unit and any changes in these logins will require approval from the STO or DTO via an OTP to their registered phone number in Nikshay.
5. The phone number of all staff registered in Nikshay will be critical to the operations of this user and care has to be taken while entering the phone number to these user credentials.

1.Rationale and principles

2.Permissions at DBT Checker & Maker Logins

DBT Maker & DBT Checker will be jointly responsible for

• verifying correctness of bank account details of all beneficiaries,
• updating any existing externally made payments on Nikshay
• for generating and processing benefits for each beneficiary promptly

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3.Process to create DBT Checker Login

1

2

STO user - Go to Staff Management module and click on district name

Add staff for each district Choose Designation - DBTChecker. Enter necessary details. OTP validation by STO necessary

3

An SMS will be sent to the registered primary phone number of “DBT Checker” with an auto generated credentials

4

Login using the

Username as Primary Phone Number and auto generated password

User is forced to Reset the password�Keep this new password safe and secure.

It should not be shared.

DBTChecker may Login again with new credentials to access DBT Functions

5

6

STO

DBT

Checker

DBT

Checker

DBT

Checker

STO

Nikshay will resets the password every month

DBT

Checker

3.1Creating DBTChecker- Select District

Click on the District Name to proceed with the creation of DBT Checker

Login via STO

3.2Creating DBTChecker- Add staff

3.2Creating DBTChecker- Enter details

Enter Primary Phone Number, which will be defaulted to username

Click on Save to Proceed

Allow Login to be selected as ‘Yes’

3.3Creating DBTChecker-STO OTP validation

OTP will be sent to registered phone number of STO

SMS Template of OTP

3.3 Creating DBTChecker- SMS

Auto Generated SMS template with Nikshay Credential

3.4Creating DBTChecker- Initial login

Login with Username as Primary Phone Number and autogenerated password

3.5 DBTChecker-Forced Password Reset

Initial Forced Reset Password:�At first login Reset Password and Login again to proceed

4. Process to create DBT Maker Login

1

2

DTO User - Go to Staff Management module and click add staff

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Add staff for each district Choose Designation - DBTMaker. Enter necessary details. OTP validation by DTO necessary

​

3

An SMS will be sent to the registered primary phone number of “DBT Maker” with auto generated credentials

4

Login using the

Username as Primary Phone Number and auto generated password

User is forced to Reset the password�Keep this new password safe and secure.

It should not be shared.

​

DBTMaker may Login again with new credentials to access DBT Functions

​

5

6

DTO

DTO

DBT

Maker

DBT

Maker

DBT

Maker

Nikshay will resets the password every month

DBT

Maker

4.1Creating DBTMaker- Select TU

Click on the TU Name to proceed with the creation of DBTMaker

Login via DTO

4.2Creating DBTMaker- Add staff

4.2Creating DBTMaker- Enter details

Enter Primary Phone Number, which will be defaulted to username

Click on Save to Proceed

Allow Login to be selected as ‘Yes’

4.3Creating DBTMaker-DTO OTP validation

OTP will be sent to registered phone number of DTO

4.3 Creating DBTMaker- SMS

Auto Generated SMS template with Nikshay Credential

4.4Creating DBTMaker- Initial login

Login with Username as Primary Phone Number and autogenerated password

4.5 DBTMaker-Forced Password Reset

Initial Forced Reset Password:�At first login Reset Password and Login again to proceed

II. One Beneficiary One Bank account

• When a bank account is entered against a second beneficiary, Nikshay will reject the seeding at the time of entry itself

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NOTE:

• Beneficiaries without bank accounts need to be facilitated to open bank accounts in Indian Postal Payments Bank or in any other bank as appropriate, or a relative’s bank account may be used.
• If a relative’s bank account is being used corresponding consent has to be taken from the beneficiary.
• If the bank account has already been used for another beneficiary, then a new bank account is required to be opened.

1.One beneficiary - one bank account

III.New Beneficiary Approval Workflow

1.Beneficiary Approval by DBT Checker

Bank accounts for patients will require approval from DTO through the DBTChecker login in the following situations

1. Whenever a PFMS validated beneficiary’s bank account is edited.
2. All existing patients / beneficiaries where bank account is duplicate (i.e One bank account is updated against more than one beneficiaries). DBTChecker may approve one beneficiary with that bank account, with OTP approval from DTO. All others duplicate seeding will be converted to Empty status and will have to be seeded with other bank accounts.

All such beneficiaries will be listed in the DBTChecker login for approval.

2.1Beneficiary Approval – DBT Checker

Available at DBT Checker – Staff Logins for beneficiaries whose status is “DTO Approval Pending”

1. Can view both the “Old” and “New” Bank Details entered
2. Only If approved, then beneficiary will be “Sent to PFMS”
3. If Rejected, bank details will be reverted to the earlier validated bank account.
4. Valid documents (copy of passbook/ bank statement / cancelled cheque etc) from the beneficiary will have to be maintained, at the time of the first seeding and at the time of change. These documents need to be verified by the DTO before approval of the change.

DBTChecker Can Approve or reject Beneficiary