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 (mobile number 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. User needs to enter this OTP on the verify OTP screen.
Once that is done, the mutual funds holdings will be fetched in background and will be shared on the registered webhook
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To create a transactionId for mutual holdings import to include the mutual funds transactions orderbook from a particular date, one can pass/specify ` fromDate ` while creating the transactionId.for eg.
{
"intent": "MF_HOLDINGS_IMPORT",
"assetConfig": {
"fromDate": "01-Jan-2006"
}
}
Using the above transactionId, for triggering the flow, will fetch the orderbook for mutual funds transactions starting from the given fromDate
Pre-fill mobile number and PAN in SDK flow
To prefill pan and mobile number in UX one can pass pan and phone under assetConfig while creating the transactionId. Keep in mind that the phone number must be a 10 digits number.
{
"intent": "MF_HOLDINGS_IMPORT",
"assetConfig": {
"fromDate": "01-Jan-2006",
"pan":"ABCTY1234D",
"phone":"9999999999"
}
}
Once the above transactionId is created, for triggering the SDK flow, the pan and phone number will be pre-populated on UI.