Objective
To streamline the reimbursement process for schools under the RTE scheme through configurable workflows based on state preferences (PFMS, NEFT, or offline).
MVP Scope
- School Claim Submission
- Verification by Block and District Admins
- State-level Oversight and Configuration
- Reimbursement Report Generation (PDF/Excel)
User Flow
1. School Claims
- Schools submit claims per academic year.
- Configurable selection: Central/State head or both.
- Claims split by tuition, books, and uniforms (configurable).
- Automatic claim calculation based on:
- Declared vs. government-approved fees.
- Class, board type, and student list.
- State configuration for books and uniforms.
- PDF print option for claim submission.
2. Block Admin Verification
- Cross-verifies claims with offline documents.
- Approve/Reject options.
- Special panels for:
- Fee updates
- Student reactivation
- Resetting claims
- Can reset until approved by any admin.
3. District Admin Verification
- Reviews claims block-wise.
- Views and verifies school-level claims.
- Approve/Reject with remarks.
- Downloads available in Excel format.
4. State Admin Oversight
- Views verification status district-wise.
- Performs offline follow-ups.
- Configures modules and session timelines.
Claims Calculation
Reimbursement amounts are auto-calculated by the system for each school based on the following logic:
Fee Heads
- Tuition Fees:
For each eligible student, the reimbursement is calculated as:
MIN(Declared School Fees, Government Approved Fees)- Applied per class and board.
- Applies only if the student is active in the selected academic year.
- Books & Uniforms (if enabled):
- Fixed state-declared rates for books and uniforms.
- Applied per student.
- May vary by class or school category.
Claim Composition
- Each claim comprises:
- Tuition: Sum of calculated tuition for all eligible students.
- Books: (if enabled) Sum of per-student book allowance.
- Uniforms: (if enabled) Sum of per-student uniform allowance.
Claim Filters
- Claims are auto-generated only for students:
- Marked as active in the selected year.
- Not dropped out or exited.
- With valid class/board mapping.
Claim Validation Rules
- Duplicate claims for the same academic year are not allowed.
- Editing claims is only allowed before approval by any admin.
- Edits in fee declarations or student list auto-trigger claim recalculation.
Configurations
Approval Levels
- Single-level or dual-level (Block > District).
Reimbursement Heads
- Central (Nursery–8th), State (9th–12th).
- Option to enable/disable reimbursement for books/uniforms.
- Fee type configuration: Board-based, request-based, or full reimbursement.
Claim Types
- Year selection (current or past years).
- Based on student tracking (dropouts excluded).
- Claim separation for Central and State heads.
Payment Head Setup
- State configures claim types per head.
- Central head as default.
Fee Management
- State-declared fees stored with year-wise versioning.
- Reimbursement logic:
- Lower of school or government-declared fees used.
- Calculated separately for tuition, books, uniforms.
Reports & Downloads
- PDF for school bill claims.
- Excel downloads for all admin views.
- Filters available for:
- Year, status, district/block, payment status.
Additional Details
- Timeline setup in “Create Session” (applicable to all levels).
- Student record corrections via student tracking.
- Filter and export support for all logins.
- Bank details required from schools:
- Bank name, branch, IFSC, account holder name/number, registered mobile number.