BSE Star MF - UCC Updating and Creation
Know about your Primary BSE Star membership code xxxxx01 :
Once you get registered with BSE Star as a MFD for online transaction, you will be allotted a primary Member code ending with '01' e.g xxxxx01. This is your primary code for login to the BSE Star Admin panel, creation of UCC etc. You have to keep the password of this member code safely with you for your internal usage, like- SIP cancellations or any other things.
Sync your BSE Star UCC codes into Finnsys Software :
If u want the BSE Star MF API to be integrated in your Finnsys Software then you must request them for a new code 'xxxxxx02' or 'xxxxx03' etc. Whatever code you apply for , must get the API password for the same. As and when you share the API code and password with us, your Finnsys Software will become active with BSE Star integration :
After integrating your FinnSys software with BSE Star MF API, you need to ensure that every code created in BSE Star is mapped with Finnsys Software. So you have to import the 'BSE Client Master ' into your Finnsys ( .xlx format) :
How to update BSE Star UCC manually in Finnsys Software ?
You can also map the BSE Star UCC Manually into your Finnsys Software :
How to create new UCC from your Mobile application ( Fundconnect or your own name app) ?
You can also create the New UCC ID with FATCA . KYC etc completely paperless, through the client application - fundconnect or your own named App . In such case you will not be required to map the UCC in Finnsys, as it will be automatically uploaded in your database . Currently we have no option to create UCC through your website
You may login as a client in your app and do the same, if u have got clients document like - copy of cheque and copy of signature or else guide the client to do so themselves . Your client can simply register or login to your mobile app and do the paperless On Boarding , including Video KYC. In that case the customer need to click or upload the picture of the required document including the signature on a plain paper.
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In case of Non KYC clients, the required documents will include the PAN Card , Address proof and Signature sample
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In case of KYC Clients, the required documents will include the Cancelled Cheque and Signature Sample Only
TIPS : You Must upload the BSE UCC client Master on regular basis ( weekly ...or monthly etc) , in your FinnSys admin, so that you system remains updated and your clients could transact online without any hassle
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