Deprecated endpoints for v1 orders & SIPs

Below endpoints are deprecated and will be removed as per timelines in deprecation notes

V1 MF investment account APIs that are deprecated

Improved capabilities in V2 MF investment accounts

  1. Support for folio defaults
  2. Support for non individuals and other holding pattern
  3. Demat investment support
  4. Migrate offline folios
Action V1 API V2 API
Create investment account POST /api/oms/investment_accounts POST /v2/mfinvestmentaccounts
Fetch investment accounts GET /api/oms/investment_accounts GET /v2/mfinvestmentaccounts/
Fetch holding by investment account GET /api/oms/investment_accounts/:id/holdings GET /api/oms/reports/holdings
Fetch transactions GET /api/oms/investment_accounts/transactions GET /transactions

V1 lumpsum order APIs that are deprecated

Improved capabilities in V2 MF purchases

  1. Consent can be updated for orders after creation
  2. Schedule an order processing at a later date
  3. Ability to retry an order due to payment failures or expiry
  4. Ability to cancel an order
  5. Demat purchase support
  6. Payment method need not be decided at the time of placing a purchase order unlike v1
Action V1 API V2 API
Create order with netbanking payment POST /api/oms/investment_accounts/:id/orders/purchase/netbanking POST /v2/mf_purchases, POST /api/pg/payments/netbanking
Create order with nach payment POST /api/oms/investment_accounts/:id/orders/purchase/nach POST /v2/mf_purchases, POST /api/pg/payments/nach
Create redemption order POST /api/oms/investment_accounts/:id/orders/sell POST /v2/mf_redemptions
Create redemption order GET /api/oms/investment_accounts/:id/orders/sell POST /v2/mf_redemptions
Fetch redemption order POST /api/oms/investment_accounts/:id/orders/switch POST /v2/mf_switches
Fetch redemption order GET /api/oms/investment_accounts/:id/orders/switch GET /v2/mf_switches/:id
Fetch an order GET /api/oms/investment_accounts/:id/orders/:id GET /v2/mf_purchases/:id
Fetch all orders of an investment account GET /api/oms/investment_accounts/:id/orders GET /v2/mf_purchases

V1 SIP APIs that are deprecated

Improved capabilities in V2 MF purchase plans

  1. Additional frequencies like daily, weekly, etc.. as supported in the fund scheme
  2. Systematic and non systematic plans
  3. Additional plan modifcation capabilities like amount , instalment numbers & installment day for non systematic plans
  4. Delayed plan activation
  5. Skip installments for a duration
  6. Demat support
  7. UPI Autopay setup for payments

Below are the deprecated end points of V1 SIPs.

  • POST /api/oms/investment_accounts/:id/orders/sips
  • PATCH /api/oms/investment_accounts/:id/orders/sips/:id
  • GET /api/oms/investment_accounts/:id/orders/sips/:id
  • GET /api/oms/investment_accounts/:id/orders/sips/:id/installments
  • GET /api/oms/investment_accounts/:id/orders/sips

Sandbox simulation for V1 SIPs

V1 API V2 API
POST https://s.finprim.com/api/oms/simulate/sips/{sip_id}/generate_next_installment https://fintechprimitives.com/docs/api/#create-a-mf-purchase-plan-installment

Refer the migration procedure for SIP use cases.