With smallcase Gateway, you can easily import the latest snapshot and transaction details of a user’s mutual fund holdings natively in a seamless manner

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This guide only talks about how to do API-only integration for importing MF holdings

More details about the feature and how it works here - Standard integration via SDK.

Build your flow

1. Create a transactionId by calling the create transaction API 🧑‍💻

Generate a transactionId for the intent MF_HOLDINGS_IMPORT using Create Transaction API.

2. Collect user PAN and mobile in your UI, and trigger mobile OTP using our API 📥

Once you collect user's PAN and mobile, the next step is to verify the mobile number. Use the Get OTP API to trigger OTP on user's mobile number. The user will receive the OTP on the provided phone number from MFCentral. You need to redirect the user to MFC url received in the response.

3. User completes the journey on MFC and verify using our API 🔑

Once the user completes journey on MFC, use the Validate Request API to verify the same. For wealth you need to pass the Base64 of the QR Code downloaded / copied from the MFC page.

4. Consume the holdings data from your webhook endpoint 🪝

After the successful verification of the OTP, your server will receive the holdings response on the registered webhook endpoint.

Sequence diagram

This diagram suggests the sequence of interactions between different entities involved:

• Your Server
• Gateway API
• Gateway MF API

Response structure

Refer here

Sample response

Refer here

Analytics

smallcase Gateway also provides analytics in the webhook response as described in the above response structure for each and every import done by the user

One can also get updated analytics periodically by using the same holdings import snapshot using the Analytics API provided by smallcase Gateway