Order journey

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✨ Get overview about smallcase Gateway's feature, SDK & API offerings -
https://developers.gateway.smallcase.com/docs/overview

High-level representation of the order flow

Create transaction

Every time your user clicks the Invest button, use the Gateway API to create an transactionId from your server
A transactionId can be created for following intents -

• TRANSACTION
  stock/ETF & smallcase order
• HOLDINGS_IMPORT
  Fetch user's stock portfolio

Check Create Transaction API

Trigger transaction flow

A triggerTransaction method is available on all client sdks
It accepts two parameters -

• transactionId - Eg: TRX_652377470a134a80ac6c56d19ef3416c
• brokers - array of supported brokers, use aliceblue, angelbroking, axis, dhan, edelweiss, fisdom, fivepaisa, fundzbazar, groww, hdfc, icici, iifl, kite, kotak, motilal, trustline & upstox. This is used to show a custom list of one or more brokers for user's selection

Check the SDK specific triggerTransaction method below -

• Web Integration
• Android Integration
• iOS Integration
• Cordova Integration
• React Native Integration
• Flutter Integration

Transaction response

A transaction can be completed after orders are sent to broker. If can be placed, executed or cancelled by the broker, we share order response on webhook provided by you and as response to triggerTransaction method
Check Transaction Response

Alternatively, if the transaction fails (Eg: user abandons, session expiry etc), error data is shared
Check Transaction Errors