This page outlines the (draft) objectives and sessions of the training to be that were provided. As its compiled this page will link to the actual session materials and recordings as relevant.
Primary Objectives for Audience:
Stakeholders Audience
Provide an overview of PAY-BB's and Mifos Payment Hub capabilities.
Highlight how PAY-BB can address their business needs.
Emphasize the high-level benefits and use cases and where Payment Hub meets these.
Implementor’s Audience
What is Pay-BB and Payment HUB
What is the role of Payment HUB in the Payment BB and the use cases it is handling
Provide detailed instructions for setup, installation, maintenance, updates, and configuration of Payment Hub.
Focus on technical aspects and best practices for implementation.
How to configure the Payment Hub
How to monitor and Maintain the Payment Hub
Training Agenda
Stakeholders Audience:
Format:
Instructor/ Trainer led with supplementary material
Remote/ In- Person / Pre-recorded
4 Broad Topics - Could be further broken into multiple sessions or single consolidated Training
Expected Overall Outcome:
At the end of the training the participants would be able to:
Understand the business and strategic implications of implementing the system
Understand the basic requirements for implementations
Understand the basic business use cases and logics that can be handled by the system
Ask pertinent questions requisite to the progress of implementation
Session 1: Introduction to the Landscape & the Solution
Topic1: Introduction to the Business Environment [30 - 40 mins]
Brief overview of the Present Global Market and modern payments use cases [10 mins]
Basic/ Simple stats of similar jurisdictions
Evolving payments use cases and their challenges
Need for interconnected & interoperable systems
Q/A - Discussion: Situation of the local scene [10 mins]
Brief overview of the required technological systems [10 mins]
Expected/ Required Capabilities of the systems - use cases
Their governance requirements
Their implementation requirements
Expected Impacts
Q/A - Discussion: Open Ended - identification of relevant stakeholders [10 mins]
Outcomes of the topic:
Understanding of the market gaps and comparative standing
An idea of pre-requisites/ roadmap to initiate implementation
Topic2: Introduction to the Pay-BB
General overview of the PAY-BB System
What use cases it can handle
Currently
(Optional) In future
What is the Designed Solution
Very High - level business Layers/ Business Modules/ domains
Introduction to the System’s Major Components
What are they - (Payment HUB, Voucher Management etc.)
Their Roles in the system - (Payment facilitator, switch, alias directory etc.)
Their relation to each other - (Customer Facing, notifier, internal component etc.)
Broad Roadmap for system implementation
Prerequisites for implementation
Required stakeholders within the jurisdictions
Milestones of implementation Progress
Outcomes of the topic:
Broad understanding of the Proposed System and its architecture
Functionalities of the Capabilities of the PAY-BB and the use cases it can handle
Session 2: Introduction to Payments Hub and Monitoring for Strategizing
Topic3: Introduction to Mifos components and what they offer
Capabilities of the Payments Hub
Real World Scenarios where Payment Hub can be applied (G2P- P2G use cases)
Scope of Payments Hub Capabilities
General Key Functionalities of the Payments HUB
Overview of its key functions (switching, logic building, coordination)
Examples/ Demo of how Payment Hub addresses specific business challenges
(Optional) Specific Functions of Payment HUB wrt each use -case for eg:
G2P - Bulk Payment -> bulking/ debulking etc
G2P - Pay by Voucher -> Voucher Redemption call
P2G - Bill Inquiry
Outcomes of the topic
Understanding of the importance of Payments Hub in the bigger architecture
Understanding of the Adaptability of Payments HUB and hence PAY-BB wrt various use cases
Topic4: System Monitoring Metrics (Optional)
Tools/ dashboards available to monitor system’s:
Outcomes
Performance
Reports generation and export mechanism
Tools used for report generation (eg: Kibana)
Steps to create a report
Available reports (already present in system)
(if applicable) steps to create a new report
(Optional)Highlighting of Suggested Key Decision Metrics to
Assist with scalability decisions
Investigate ROI/ Business Models
Gauging progress milestones
Outcome of the topic
Understanding of how to monitor project’s progress
Understanding of how to use system for larger business/ strategic decisions
Implementor’s Audience:
Format:
Instructor/ Trainer led with supplementary material
Remote/ In- Person / Pre-recorded
5 Broad Topics - Could be further broken into multiple sessions or single consolidated Training
Expected Overall Outcome:
At the end of the training the participants would be able to:
Understand the Use-cases and purpose of the system
Understand the architecture of the system
Understand the requirements for configuring and deploying the system
Understand the post implementation processes and maintenance requirements
Understand how to monitor and audit the system
Session 1: Introduction to the Landscape & the Solution
Topic1: Introduction to PAY-BB and Mifos Payment HUB
What is PAY-BB
What are its major functionalities
Which use-cases it would be handling
What are its main components - and its architecture
Which components are within scope and out of scope
What is Payment Hub
What is the role of Payment Hub in the system
What are its main functionalities and features
Overview of the payment HUB Modules
High level Architecture of Payment Hub
Specific Functions of Payment HUB wrt each use case for eg:
G2P - Bulk Payment -> bulking/ debulking etc
G2P - Pay by Voucher -> Voucher Redemption call
P2G - Bill Inquiry
Outcome of the topic
Basic understanding of the purpose of the system and its use cases
Basic understanding of the architecture
Basic understanding of the scope of the project
Topic2: Exploring Payments Hub
Detailed Architecture of Payments Hub
Introduction to available modules, services, api’s
Introduction to communication protocols
Introduction to the programming languages
Introduction to user interface and navigation
How stakeholders can interact with Payment Hub
Controls and capabilities available to the Stakeholders
administration guidelines including user management, permissions, and access control
Implementation Guidelines
Prerequisites and Assumptions for implementations
Hardware and Software requirements
Configurable parameters and non configurable parameters of Payments Hub based on Customized Requirements
Outcome of the topic
Understanding of the Payments Hub interfaces
Understanding of the Payment’s Hub makeup
Introduction to using the Payments Hub
Session 2: Payment Hub Implementation
Topic3: Implementation of Payments Hub
Installation and Setup
Setup of the pertinent environments
Security considerations and best practices
Step-by-step deployment procedures
Testing Scenarios and quality assurance practices
Integration Testing/ UAT
Testing scenarios
(Optional) Bugs/ Issues Reporting and Fixes
Integrations with external Components
Possible wrappers and Gateways
Updates/ Configurations required
Outcome of the topic
Step by step guidelines on implementation of the Payments hub
Session 3:Maintenance and Monitoring
Topic4: Maintenance and Updates
Warranty Process
Warranty details and SLA (if applicable)
Procedures for applying updates and patches
How to raise a change request
Backup and disaster recovery procedures
Rollback strategies and troubleshooting.
Outcome of the topic
Understanding of Post implementation processes and procedure
Managing warranty, change requests and expected updates
Topic5: Monitoring and Reporting Methods
...
Tools/ dashboards available to track system’s:
Outcomes
Performance
...
System Monitoring Process
Audit Logging
Transaction Logging
Alarms/ events
...
Report generation capabilities
Reports available off the shelf
(Optional)Report creation metrics
Outcome of the topic
...
Understanding of how to monitor the system and generate reports
...
Stakeholder training for Payment BB is being compiled by Motto has been inputed and reviewed by Mifos.
The following sessions provide more in depth knowledge of Payments BB and Payments Hub as would be required by Implementors.
Session 1: Payment Hub and Payments BB Introductions
Session 2: Exploring the Technical structure of Payment Hub
Session 3: Implementation and Deployment of Payment Hub
Session 4: Testing a Payment Hub Implementation
Session 5: Reports, Service and Warranty
By attending these sessions attendees should have the necessary information to implement test and operate a Payment Hub installation for Payments BB functionality.
The suggested audience for these sessions are:
Technical Project Managers and Decision Makers
Implementation Team Leads and Engineers
Operations and Testing teams.
To get the most out of these sessions it is assumed that attendees have the following subject matter expertise and skillset
Have a basic understanding of the Govstack Initiative/Project
Have a basic understanding of implications and requirements for G2P and P2G Payments
Have a basic understanding of Kubernetes and deployment of containerised applications
Have a basic understanding of standard terminologies in conjunction with a system deployment
The first 2 of these can be gained from the Govstack Payments Stakeholder training.
Session 1: Payment Hub and Payments BB Introductions
Overview:
In this session we introduce the Payments BB and show how the Payment Hub as a DPG maps to the Payments BB specification. We introduce the architecture of Payment Hub as well as its UI and system navigation. We also look at the Government to Person (G2P) and Person to Government (P2G) use-cases it has been enabled for.
Scope and Expected Outcomes
Introduction to Payment BB
Architecture of Payment Hub
External Connectors of Payment Hub
Introduction to User Interfaces and System Navigation
G2P and P2G Use-cases
Summary
Training Deck:
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Training Session:
7th May 2024: 10:00-12:00 UTC
Recording:
Session 2: Exploring the Technical structure of Payment Hub
Overview:
In this session we dive deeper into the Technical structure of Payment Hub. We look in depth at the nodes and microservices and their API’s and how they meet the Govstack Payments Building Block specification. We look how the deployment tools of Helm, Cucumber and Circle CI enable CICD pipelines to support configuration, testing, deployment and updates.
Scope and Expected Outcomes
Detailed Architecture of Payment Hub
Payment BB Modules and API stack
Payment Hub Transaction Processing Services
Overview of Installation and Testing Components
Summary
Training Deck:
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Training Session:
9th May 2024: 10:00 - 12:00 UTC
Recording:
Implementors Training Topic 2 - Exploring the Technical Structure of Payment Hub. (1hr 15 mins)
Session 3: Implementation and Deployment of Payment Hub
Overview:
In this session we look at the deployment options for Payment Hub. The considerations you need to make in choosing the deployment model. We then walk through the installation method and how to customise it to your requirements. We look also at configuration options needed to make it specific to your Govstack deployment such and budget accounts and program id’s.
Scope and Expected Outcomes
Deployment Models
Pre-requisites to Installation and Setup
Pre-Installation Checklist
Installation Instructions and how to customise installation
Configuration
Summary
Training Deck:
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Training Session:
15th May 2024: 10:00 - 12:00 UTC
Recording:
Implementors Training Topic 3 - Deployment and Installation of Payment Hub EE (1hr 30mins)
Session 4: Testing a Payment Hub Implementation
Overview:
In this session we delve into how to set a test plan to test your implementation of Payment Hub - EE. We look at scope and scenarios, some of the tools that can be used to do the testing and a detailed break down of API test cases that can be deployed.
Scope and Expected Outcomes
Testing Scope and Implemented Scenarios
Details of Use - Case Scenarios
Setting up of a Mock Ecosystem for Demo Testing
Description of Selective Testing Processes
Overview of API Test Cases - IDAM
Overview of API Test Cases - P2G
Overview of API Test Cases - Vouchers
Summary
Training Deck:
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Training Session:
16th May 2024: 10:00 - 12:00 UTC
Recording:
Implementors Training Topic 4 - Test Plans and Scenarios (1hr 54mins)
Session 5: Reports, Service and Warranty
Overview:
In this final session we look at the reporting capabilities with PH-EE when combined with Kibana and Elasticsearch. We look at the specific filters and activities that have been included and how to customise your view. We then look into the warranty provided to Govstack, how to get support; raise a problem; or raise a change request through the customer portal. We then look at some of the considerations that implementers should make around Backup, DR and Resilience. Finally we conclude with a recap of the course and pointers to further reference.
Scope and Objectives
The Kibana
Kibana for Reports and Audit Trail
Warranty Process
Updates and Patches
Backup and Disaster Recovery Considerations
Insights and Learnings
Summary and Course Recap
Training Deck:
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Training Session:
17th May 2024: 10:00 - 12:00 UTC
Recording:
Implementors Training Topic 5 - Reports Service and Warranty.