Build a Website

Major Tables 1. funds 2. user 3. kyc 4. bank 5. transaction 6. pgfeeds 7. karvyfeeds 8. camsfeed 9. holdings Funds Database. All the funds available for transaction should be listed in this table. Data received from external source(Accord Fintech) has to be populated in xls format in alignment with the funds table. Registrar and Payment Gateway AMC codes and scheme codes have to be assigned. Process has to be set for updating the database regularly using the xls file. Screener for the funds table has to be made. User Every user is associated with a kyc and a bank. Both have details mandatory for a transaction. A final agreement form is also required with the user. Transaction module A trading module is required where the user can select a fund from a list. Enter details like amount, and kind of investment . Using data from kyc, bank and chosen fund, a transaction is created in the transaction table and an invoice for the user. Create transaction entry incorporating the above details with pg_status = prepayement & registrar_status = preprocessing. If the user chooses to pay, send the payment gateway instruction to buy/sell and receive its response according to the payment gateway interaction document. If the payment is successful, data has to be sent to the registrar (cams/karvy) depending on the fund according to their specific requirement. (Specific docs for both). Using their response, holdings table has to be updated. User Dashboard. A dashboard has to be created where user can keep a track of his portfolio(with buy/sell option). See his kyc and bank details. Request to update them. Plan for goals. Is notified of any new schemes available. Can see a list of his transactions. Can receive message from the system.