Build your own MF Holdings Import Flow
Use our API to build a holistic view of mutual fund investments that suits your platform's design 👨🎨 💻📈
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
Using Mutual Fund holdings data will help you build a holistic view of a user's Mutual Fund investments.
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.
3. Collect OTP in your UI, and verify OTP using our API 🔑
Once the user enters OTP on your UI, use the Verify OTP API to verify the same.
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.
This diagram suggests the sequence of interactions between different entities involved:
- Your Server
- Gateway API
- Gateway MF API
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
Updated 3 months ago