SMsmallcase

Update DLA Holdings

When holdings data changes (e.g. you've fetched the user's latest MF or stock positions), call this API so eligibility and credit limit stay in sync.

put/backend/{gatewayname}/v1/holdings

Request

  • Base URL
    https://api.unity.smallcase.com
  • URL
    https://api.unity.smallcase.com/backend/{gatewayname}/v1/holdings
  • Auth
    none required

Path parameters

gatewaynamestring required

Your gateway partner name.

Headers

x-gateway-secretstring required

apiSecret shared for authentication.

x-gateway-authtokenstring required

JWT created with payload {"iss":"<your_gateway_name>"}, signed with the shared secret.

Request body

userIdstring required
assetType'MUTUALFUND' | 'STOCKS' required

MUTUALFUND for LAMF, STOCKS for LAS. Allowed: MUTUALFUND, STOCKS.

holdingsobject[]

Required for MUTUALFUND. Non-empty array of MF holdings. When non-empty, holdingsLastFetchedAt is required.

holdingsLastFetchedAtstring date

Required when holdings is non-empty. ISO 8601 / RFC 3339.

stockHoldingsobject[]

Required for STOCKS. Non-empty array of stock holdings.

namestring

Optional user attribute update.

agenumber

Optional user attribute update.

isNriboolean

Optional user attribute update.

Response

dataobject
messagestring
codeinteger

Changes

No recorded changes to this operation across all 2 revisions of this API.