[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-detail-113118-en":3,"doc-seo-113118-105":29,"detail-sidebar-cat-0-en-105":90},{"code":4,"msg":5,"data":6},0,"success",{"doc_id":7,"user_id":8,"nickname":9,"user_avatar":10,"doc_module":4,"category_id":11,"category_name":12,"doc_title":13,"doc_description":14,"doc_content":15,"file_id":16,"file_url":17,"file_type":18,"file_size":19,"view_count":20,"is_deleted":4,"is_public":20,"is_downloadable":20,"audit_status":20,"page_count":21,"language":22,"language_code":23,"site_id":24,"html_lang":23,"table_of_contents":25,"faqs":26,"seo_title":13,"seo_description":14,"update_tm":27,"read_time":28},113118,34359740700684,"Finn","https://ap-avatar.wpscdn.com/avatar/1f400023980c374ae676?_k=1777273430885731487",8,"Research & Report","Sourcebook Summary - Chapter 8.2 - Beneficiary Data Management","Beneficiary Data Management is a recurrent program function focused on updating and correcting beneficiaries’ information and using these changes to guide operational decisions. The chapter explains the core recurring cycle for maintaining beneficiaries’ progress, implementation quality, and logistics, while also covering less frequent structural decisions such as exit decisions. It details types of updates tied to permanence, delivery logistics, and benefit or service packages, including program-specific systems such as the Philippines’ 4Ps Beneficiary Update System (BUS).","Disclosure Authorized Public Disclosure Authorized  \nSOURCEBOOK SUMMARY | CHAPTER 8. 2: BENEFICIARY DATA MANAGEMENT MAY 2022  \n CHAPTER 8.2   \nBeneficiary Data Management  \nPub lic Disc losure Authorized  \nBeneficiary data management is a program’s recurrent function of updating and correcting beneficiaries’ information and making decisions based on these changes. This is one of the three main functions1 that programs conduct in every cycle of the delivery chain as a part of the beneficiary operations management stage (figure 8 . 5) .  \nThis section delves deeper into beneficiary data management, including the recurring cycle for updating, and correcting information and reviewing beneficiaries progress, implementation quality and logistics, and other matters. The section also touches on structural aspects of provision that occur less frequently such as exit decisions.  \nPub lic Disc losure Authorized  \nFIGURE 8.5  \nThe Beneficiary Operations and Data Management Function in the Delivery Chain  \nENROLL PROVIDE  \nRECURRING CYCLE  \n1 The three main beneficiary operations management procedures: beneficiary data management, compliance monitoring, and grievance information  \nTYPES OF UPDATES AND BASIC PROGRAM INFORMATION  \nBasic program information consists of the set of data fields that program administrators continuously verify to maintain a consistent beneficiary roster. Those fields are regularly used to assess the following potential changes:  \n• Permanence in the program. That is, who should remain in the program and who should exit, including who has passed away.  \n• Delivery logistics. This information guides the questions of where and how to deliver services and benefits.  \n• Benefit or service package. For programs that have differentiated packages, this type of information helps assess how the package matches up with beneficiaries' needs.  \nRegarding updates related to permanence, this task picks up on some of the functions that take place during the enrollment decision as program administrators assess whether a change in basic information affects the beneficiary’s compliance with established eligibility criteria. Furthermore, for programs that use socioeconomic status, calculated through aggregate welfare measures, as an eligibility criterion, it is not normally feasible to continuously reassess this information because collecting household questionnaires is costly and time-consuming. For that reason, some programs have opted to implement a separate procedure outside the regular cycle. That procedure, often called recertification, we term reassessment. This activity ensures that the individuals or households that comprise the current roster still fit the program’s beneficiary profile. Depending on the program, this may entail reassessing socioeconomic needs and conditions or assessing employment status or social risk for vulnerable individuals and families.  \nBeneficiary data management focuses on different updates depending on the program and the country’s administrative data characteristics. The Philippines' 4Ps has a Beneficiary Update System (BUS), which uses 12 types of updates. The BUS is a procedure complete with business process, responsibilities, and criteria, used to provide beneficiaries with a mechanism to change their basic information. BUS has two types of updates that may affect permanence in the program: they are (1) moving out of the Pantawid Pamilya area, and (2) death of the beneficiary or a household family member. BUS also has nine updates that may change the beneficiary’s delivery logistics: a newborn in the family, change in address, change in servicing health unit, change in school, change of designated recipient (this will entail new contact information), a biological or legally adopted child who returns home, correction of basic information, replacement of children being monitored for compliance with conditionalities, and a second or subsequent pregnancy. Finally, there are eight types of updates","cbCaihl5dHyvLC0x","https://ap.wps.com/l/cbCaihl5dHyvLC0x","pdf",480281,1,4,"English","en",105,"# Beneficiary Data Management\n## Recurring cycle and scope\n## Types of updates and basic program information\n## Schemes for updating and correcting beneficiary information\n## Exit decisions","[{\"question\":\"What is the purpose of beneficiary data management in a delivery chain?\",\"answer\":\"It updates and corrects beneficiaries’ information and supports decisions based on those changes across program cycles.\"},{\"question\":\"What categories of basic information are programs continuously verifying?\",\"answer\":\"Programs verify information related to permanence in the program, delivery logistics, and benefit or service package matching to needs.\"},{\"question\":\"How do programs update and correct beneficiary information?\",\"answer\":\"Updates can follow on-demand approaches or schedules triggered by programs, and they may be combined depending on country practice.\"}]",1784500200,10,{"code":4,"msg":30,"data":31},"ok",{"site_id":24,"language":23,"slug":32,"title":13,"keywords":33,"description":14,"schema_data":34,"social_meta":85,"head_meta":87,"extra_data":89,"updated_unix":27},"sourcebook-summary-chapter-82-beneficiary-data-management","",{"@graph":35,"@context":84},[36,52,67],{"@type":37,"itemListElement":38},"BreadcrumbList",[39,43,47,50],{"item":40,"name":41,"@type":42,"position":20},"https://docshare.wps.com","Home","ListItem",{"item":44,"name":45,"@type":42,"position":46},"https://docshare.wps.com/document/","Document",2,{"item":48,"name":12,"@type":42,"position":49},"https://docshare.wps.com/document/research-report/",3,{"item":51,"name":13,"@type":42,"position":21},"https://docshare.wps.com/document/sourcebook-summary-chapter-82-beneficiary-data-management/113118/",{"url":51,"name":13,"@type":53,"author":54,"headline":13,"publisher":56,"fileFormat":59,"inLanguage":23,"description":14,"dateModified":60,"datePublished":61,"encodingFormat":59,"isAccessibleForFree":62,"interactionStatistic":63},"DigitalDocument",{"name":9,"@type":55},"Person",{"url":40,"name":57,"@type":58},"DocShare","Organization","application/pdf","2026-07-20","2026-07-19",true,{"@type":64,"interactionType":65,"userInteractionCount":20},"InteractionCounter",{"@type":66},"ViewAction",{"@type":68,"mainEntity":69},"FAQPage",[70,76,80],{"name":71,"@type":72,"acceptedAnswer":73},"What is the purpose of beneficiary data management in a delivery chain?","Question",{"text":74,"@type":75},"It updates and corrects beneficiaries’ information and supports decisions based on those changes across program cycles.","Answer",{"name":77,"@type":72,"acceptedAnswer":78},"What categories of basic information are programs continuously verifying?",{"text":79,"@type":75},"Programs verify information related to permanence in the program, delivery logistics, and benefit or service package matching to needs.",{"name":81,"@type":72,"acceptedAnswer":82},"How do programs update and correct beneficiary information?",{"text":83,"@type":75},"Updates can follow on-demand approaches or schedules triggered by programs, and they may be combined depending on country practice.","https://schema.org",{"og:url":51,"og:type":86,"og:title":13,"og:site_name":57,"og:description":14},"article",{"robots":88,"canonical":51},"index,follow",{"doc_id":7,"site_id":24},{"code":4,"msg":5,"data":91},[92,96,100,104,109,114,119,122,127,130,133],{"id":20,"doc_module":4,"doc_module_name":45,"category_name":93,"show_sort_weight":94,"slug":95},"Story & Novel",90,"story-novel",{"id":46,"doc_module":4,"doc_module_name":45,"category_name":97,"show_sort_weight":98,"slug":99},"Literature",80,"literature",{"id":21,"doc_module":4,"doc_module_name":45,"category_name":101,"show_sort_weight":102,"slug":103},"Exam",70,"exam",{"id":105,"doc_module":4,"doc_module_name":45,"category_name":106,"show_sort_weight":107,"slug":108},5,"Comic",60,"comic",{"id":110,"doc_module":4,"doc_module_name":45,"category_name":111,"show_sort_weight":112,"slug":113},6,"Technology",50,"technology",{"id":115,"doc_module":4,"doc_module_name":45,"category_name":116,"show_sort_weight":117,"slug":118},7,"Healthcare",40,"healthcare",{"id":11,"doc_module":4,"doc_module_name":45,"category_name":12,"show_sort_weight":120,"slug":121},30,"research-report",{"id":123,"doc_module":4,"doc_module_name":45,"category_name":124,"show_sort_weight":125,"slug":126},9,"Religion & Spirituality",20,"religion-spirituality",{"id":125,"doc_module":4,"doc_module_name":45,"category_name":128,"show_sort_weight":125,"slug":129},"World Cup","world-cup",{"id":28,"doc_module":4,"doc_module_name":45,"category_name":131,"show_sort_weight":28,"slug":132},"Lifestyle","lifestyle",{"id":134,"doc_module":4,"doc_module_name":45,"category_name":135,"show_sort_weight":105,"slug":136},19,"General","general"]