Change History
| Date | Message | Change Carried Out | Doc Version |
|---|---|---|---|
| 16/06/2017 | API Document Creation | Initial Draft | Version 1.0 |
| 14/07/2017 | API document revised | - Service request URL updated (3.3) - TAG-400 removed from Reserved Dealer Logon Request (4.1) - TAG-223 Product Allowed ID updated (4.5) - TAG-228 introduced for General Setting Template (4.5) - Checksum Tag changed to TAG-999 (4.5) - Example for checksum string added (4.5) - Exchange table updated (4.5.3) - TAG-227 appended in response (4.6) - New PG Limit update method added (4.7) - New PG Limit response method added (4.8) | Version 1.1 |
| 10/08/2017 | Create Retail User Request updated | - TAG 214 Mobile No made optional - TAG 216 Email ID made optional - TAG 220, 221, 222 max length set to 100 chars - TAG 219 Surveillance description updated - TAG-226 & TAG-227 field length updated - TAG 251 PG Limits max value updated (₹2 Cr) - Note added for default template addition (4.5) | Version 1.2 |
| 22/08/2017 | Create Retail User Request updated | - New Tags introduced: TAG 229 DOB, TAG 230 Odin User Type, TAG 231 Product Allowed, TAG 232 MF UCC, TAG 233 Gender, TAG 234 Client Type, TAG 235 Tax Status, TAG 236 Occupation, TAG 237 Form60 - Bank Customer ID field length updated - Additional error message for TAG-19 - Holding type description updated - Field length updates for TAG 214, 215, 216 | Version 1.2 |
| 09/11/2017 | Introduction of additional methods | - Added methods: Section 4.9 Update User Template Section 4.10 Update QVL Template Section 4.11 Dealer to Client Mapping - Support added for converting Non‑ODIN user to ODIN user via Create Retail User Request (4.5) - Note added for Non‑ODIN to ODIN conversion - Note added for TAG‑208 User Category - Note added for avoiding special characters across API | Version 1.4 |
| 06/12/2017 | Introduction of new methods | - Introduced new method to get Funds View Summary - Introduced method to get Periodicity List | Version 1.5 |
| 02/04/2018 | Updates to Create Retail User & new methods | - TAG 218: Additional User Status “Inactive” added - TAG 233: Gender value “NA” added - TAG 232: MF UCC updated for 2nd/3rd holder & nominee; field length increased - TAG 238: Incorporation Date added - TAG 239: Father/Husband Name added - New method to modify existing user (Section 4.16) - New method to update user’s SI/MCT Template (Section 4.18) | Version 1.6 |
| 14/03/2018 | New Method Added | - Auto Square‑off Setting Request & Response added | Version 1.7 |
| 26/11/2019 | Password encryption enhancements | - New key introduced for password encryption logic to support JAVA technologies (Section 3.4) | Version 1.8 |
| 05/02/2020 | Product & exchange updates | - NSE Commodity, BSE Commodity, ICEX, and MF added (4.5.3) - TAG 223 (Create Retail User Request): Aero & Wave login types added; old unsupported products removed | Version 1.9 |
| 17/03/2020 | Updates to Create Retail User, User Template & Funds View | - Added Global Flag, Max Broadcast Count, Orders Per Second, Branch Name (4.5) - After user creation, default Scrip Basket & Brokerage Template applied (4.5) - User Template API: Scrip Basket & Brokerage Template supported (4.9) - Funds View Summary Response: New field “Exposure Margin” added (4.13) | Version 1.10 |
| 20/05/2020 | POA Flag Support Added | - Create Retail User Request: POA flag added (4.5) - Update Retail User Request: POA flag added (4.16) | Version 1.11 |
| 01/02/2021 | New Method Added | - New Funds View method added (4.22) | Version 1.12 |
| 06/07/2021 | New Method Added | - New Stock View method added (4.24) | Version 1.13 |
| 06/07/2021 | PG Limits Updates | - Allowed value > 2CR and increased Transaction Ref No. length to 50 chars (4.7) - Amount (Tag 251) updated to allow value up to 99999999999.99 | Version 1.14 |
| 06/07/2021 | Manual Collateral Update | - Added support to update amount in Manual Collateral (4.7) - Updated Message Type description for Manual Collateral | Version 1.15 |
| 24/03/2022 | Product & Exchange Updates | - Product Allowed ID for TAG‑231 updated for 3‑in‑1 account (4.5, 4.26) - Updated QVL Exchange Code list (4.10) - Updated Exchanges & Market Segment IDs for NSE & BSE SLBM (4.5.3) | Version 1.15.1 |
| 19/07/2022 | Reserved PG Dealer ID Update | - Reserved PG Dealer ID length changed from 15 → 10 | Version 1.15.2 |
| 24/08/2022 | Login Type Update | - Updated Login Type details in Section 4.16 | Version 1.15.3 |
| 05/05/2023 | EDIS, Pledge & Alternate Address Enhancements | - Added EDIS Approved Qty Update (4.26, 4.27) - Added Pledge Approved Qty Update (4.28, 4.29) - Added Alternate Address Request & Response (4.30, 4.31) - Tag 335 EDIS Approved Qty - Tag 331 Pledge Approved Qty - Multiple tags for Alternate Address | Version 1.16 |
| 12/05/2023 | Participant Code Support | - Added Participant Code Request & Response (4.32, 4.33) - Tag 245 Participant Code | Version 1.17 |
| 12/07/2023 | PG Limit Update | - Tag 251 Amount made optional in Update PG Limit (4.7) | Version 1.17 |
| 13/09/2024 | DP Beneficiary ID Mapping Added | - Added DP Beneficiary ID Mapping Request & Response (4.34, 4.35) - Tag 380 DP Beneficiary Mapping Request | Version 1.18 |
| 20/12/2024 | Create Retail User Update | - Tag 247 comment updated: “If value is -1, GTD checkbox should be unchecked.” | Version 1.18 |
| 01/11/2025 | Bank Details Update | - Added Tag 224 IFSC Code in Create & Update Retail User Request | Version 1.19 |
| 24/11/2025 | Force Login Support Added | - Added Tag 5005 Force Login in Reserved Dealer Logon Request | Version 1.19 |