View BSE SIP Mandate Status and Details

---
id: KB-BSE-001
module: bsemandate
sub_module: bsemandate
title: View BSE SIP Mandate Status and Details
category: how-to
applies_to:
- user_type: advisor
- role: all_roles
products:
- IFANOW Mutual Funds
platform_area: portfolio
related_workflows:
- SIP_SETUP
- BSE_TRANSACTIONS
depends_on:
- KB-BSE-USER-001
access_level: advisor
source: code_extraction
source_files:
- repo: ifanow-futurewise
  files:
  - BseMandateController.java
  - BseMandateService.java
last_extracted: '2026-02-17'
confidence: high
version: 1
tags:
- mandate
- sip
- bse
- systematic investment plan
- auto debit
- bank mandate
- investment tracking
---

```

### Section 1: Overview
The BSE SIP Mandate feature allows advisors to view the status and details of all bank mandates set up for clients' Systematic Investment Plans (SIPs) through BSE. This helps advisors track which clients have active auto-debit permissions for their mutual fund investments and monitor mandate approval status.

• View comprehensive list of all client mandates with current status
• Track mandate approval dates and validity periods  
• Monitor bank account details linked to each mandate
• Check maximum transaction amounts authorized per mandate
• Access historical mandate data from 2010 onwards

### Section 2: Prerequisites and Access
You need an active IFANOW Mutual Funds subscription with BSE integration enabled. Your user profile must have BSE trading permissions configured by your platform administrator.

To access this feature, navigate to: **Portfolio Management** → **BSE Services** → **Mandate Management** → **View Mandates**

### Section 3: How-To Steps

## How to View Client Mandate Details
Check the status and details of all SIP mandates for your clients. In the Mandate Management section, click **View Mandates** and select the client profile from the dropdown. The system displays a comprehensive list showing mandate ID, bank details, status (Active/Pending/Expired), maximum amount, and validity dates. If no mandates exist for the selected client, you'll see a "No mandates found" message.

### Section 4: Rules and Limits
• Mandate data is available from January 1, 2010 onwards only
• Search results are filtered by the current date range automatically
• Empty mandate lists return a "No Content" status rather than an error
• Client code must be provided to retrieve mandate information
• All mandate amounts and dates reflect BSE system records in real-time

### Section 5: Common Questions

**Can I see mandates for clients who haven't set up SIPs yet?**
No, only clients who have created bank mandates through BSE will appear in the mandate list.

**How current is the mandate status information?**
The system retrieves live data from BSE each time you view mandates, so the status is always current.

**What does it mean when a mandate shows as "Pending"?**
The client has submitted the mandate request but the bank hasn't approved the auto-debit permission yet.

**Can I modify mandate details from this screen?**
No, this is a view-only feature. Mandate modifications must be done through the BSE mandate setup process.

**Why don't I see very old mandates for some clients?**
The system only retrieves mandate data from January 1, 2010 onwards due to BSE data retention policies.

### Section 6: Troubleshooting

**Problem:** "No mandates found" message appears for a client you know has SIPs
**Cause:** The client's SIPs may be set up through a different exchange (NSE) or the mandates may be older than 2010
**Fix:** Verify the client's SIP setup details and check if they're using BSE or alternative payment methods

**Problem:** System shows an error when trying to view mandates
**Cause:** Your BSE access token may have expired or there's a connectivity issue with BSE services
**Fix:** Log out and log back in to refresh your BSE session, then try again

**Problem:** Mandate information appears incomplete or missing details
**Cause:** BSE may not have complete information for older mandates or there could be data sync issues
**Fix:** Cross-reference with the client's bank statements and consider setting up a new mandate if critical details are missing

### Section 7: Related Features
This feature connects to the BSE User Management system for authentication and access control. It works alongside SIP Setup and Management features to provide complete investment automation tracking. Consider reviewing BSE Transaction History and SIP Performance Monitoring for comprehensive client portfolio management.