General
FinFl- Broker Bridge - Motilal Oswal
Step 1: User to access Motilal Oswal API url. https://invest.motilaloswal.com/moAPI/Home/Login Enter User ID and Password Step 2: OTP will be send to the registered mobile number. User to enter the OTP. Step 3: Click on "Create an API Key" button ...
Screen Definitions
Organization - User Management
Below workflows explain's: 1. Creation of new user 2. Adding a user to the default group 1. Creation of new user: For accessing FinFlo, one can create User ID on the platform by going through simple steps that are illustrated in the form of screen ...
FinFlo - Role Matrix
In FInFlo, there are varied roles that can cater to the needs of an organization. The access to the modules in FinFlo is granted or restricted by the nature of the role that is given to a user. The creation of the users can be found in the Link. ...
Customer Onboarding - UCC Mapping, User ID and Categorization
As part of data migration, an important step is to build customer data in an excel in a set format. The data sheet will then be used for loading and creating customers as one time excercise. While preparing the data sheet below points have to be ...