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Learn about the Mutual Fund Holdings Import -
https://developers.gateway.smallcase.com/docs/mutual-fund-holdings-import

Once the transactionId is created, the same can be passed to the triggerMfTransaction method of the client-side SDK

User will be asked to enter his PAN and mobile number or email (mobile number or email must be linked to one of the folios user is holding) to generate an OTP.

Once the user generates an OTP, MFCentral will share the OTP on the entered mobile number or email. User needs to enter this OTP on the verify OTP screen.

Once that is done, the Mutual fund holdings will be fetched in background and will be shared on the registered webhook

Learn more

To import Mutual Funds transactions only from a particular date, you may optionally pass assetConfig.fromDate in yyyy-mm-dd format -


{
   "intent": "MF_HOLDINGS_IMPORT",
   "assetConfig": {
       "fromDate": "1986-01-15"
   }
}

Pre-fill PAN, Mobile number or Email in SDK flow (Gateway UI)

If your app has access to the user's PAN, Mobile no and Email, the same can be pre-filled in the Gateway UI for users to just confirm the details. To pre-fill, pass the PAN and Mobile no while creating the transaction -

{
    "intent": "MF_HOLDINGS_IMPORT",
    "assetConfig": {
        "pan": "ABCTY1234D",
        "phone": "9876543210",
        "email": "abx123@gmail.com",
    }
}

Notes for pre-filling:

Both fields, pan and phone or email has to be passed for pre-filling to work
pan must be in uppercase
phone must be a 10-digit Indian number without country code
email must be a valid email address, following the standard format.

Mutual Fund Holdings Import using MFC’s CAS summary & detailed API

Gateway partner can request Mutual Fund Holdings response based on a combination of MFC's CAS summary and detailed API by passing responseConfig while creating the transactionId

{
    "intent": "MF_HOLDINGS_IMPORT",
    "assetConfig": {
        "pan": "ABCTY1234D",
        "phone": "9876543210",
        "email": "abx1232@gmail.com",
    },
    "responseConfig": {
        "casDetail": true,
        "casSummary": true
    }
}

Response Structure

A single, unified response will be shared over a webhook once for a transaction ID.

casDetail = true, casSummary = true

Response structure would be similar to existing response
Response will be shared over webhook once smallcase gets CAS summary and detail API response

casDetail = true, casSummary = false

No change in existing integration

casDetail = false, casSummary = true

Response structure would be similar to existing response
Fields that are only available in detail API (and not in summary API) will be dropped
Additional keys only available in summary API will be added

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