BSE Integration - Managing Trading Platform Credentials

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-### Section 1: Overview
+## Overview
 
-The BSE Trading Platform Integration allows you to connect your IFANOW account with BSE (Bombay Stock Exchange) for mutual fund transactions by securely storing your trading credentials and managing client mappings. This feature enables seamless mutual fund order processing through BSE's platform while maintaining proper client-advisor relationships and compliance with trading regulations.
+The BSE Integration feature allows financial advisors to manage their BSE (Bombay Stock Exchange) trading platform credentials and connect client accounts for mutual fund transactions. This feature securely stores your BSE login details, manages sub-broker credentials for team members, and automatically maps BSE client codes to your family members in the IFANOW system. It handles credential validation, password token generation for trading, and bulk client data uploads from BSE to streamline your mutual fund operations.
 
-• Store and manage your BSE trading credentials including user ID, member ID, and passwords
-• Set up sub-broker credentials for team members who execute trades on your behalf
-• Upload and map BSE client codes to your existing family members in IFANOW
-• Automatically generate authentication tokens for secure BSE platform access
-• View and manage both mapped and unmapped client relationships
+• Store and encrypt BSE trading platform login credentials for secure access
+• Set up sub-broker credentials for team members to execute trades under your supervision
+• Upload and automatically map BSE client lists to existing family members in your portfolio
+• Generate secure authentication tokens for placing mutual fund orders through BSE
+• View and manage all mapped and unmapped client codes across your advisor account
 
-### Section 2: Prerequisites and Access
+## Prerequisites and Access
 
-You need an active BSE trading account with valid credentials (User ID, Member ID, Broker Code, and Password). Your IFANOW subscription must include trading platform integration features. Team members require sub-broker credentials from BSE if they will execute trades.
+You need an active IFANOW advisor subscription with BSE trading permissions enabled. You must have valid BSE trading platform credentials (User ID, Member ID, Password, Broker Code) provided by your BSE-registered broker. Your advisor role must include mutual fund trading permissions.
 
-Navigate to: **Settings** → **Trading Platforms** → **BSE Integration**
+Navigate to: Settings → Trading Platforms → BSE Integration
 
-### Section 3: How-To Steps
+## How to Add Your Primary BSE Credentials
 
-## How to Set Up Your Primary BSE Credentials
+Set up your main BSE trading account credentials to enable mutual fund transactions through the platform.
 
-Store your main BSE trading account credentials for mutual fund transactions.
+1. Click "Add BSE Credentials" in the BSE Integration section
+2. Enter your BSE User ID in the "User ID" field
+3. Enter your BSE Member ID in the "Member ID" field  
+4. Enter your BSE trading password in the "Password" field
+5. Enter your Broker Code provided by your BSE broker
+6. Select your account type (Individual/Corporate) from the dropdown
+7. Choose the platform type (BSE/NSE) from the aggregator dropdown
+8. Check "Set as Default Login" if this should be your primary credential
+9. Click "Save Credentials"
 
-1. Click **Add BSE Credentials** in the BSE Integration section
-2. Enter your **User ID** (your BSE login username)
-3. Enter your **Member ID** (assigned by BSE)
-4. Enter your **Broker Code** (your BSE broker identifier)
-5. Enter your **Password** (your BSE account password)
-6. Enter your **API Password** if you have separate API access
-7. Select your **Account Type** (Individual/Corporate)
-8. Choose **Aggregator Type** (BSE/Other platform)
-9. Check **Set as Default Login** if this should be your primary credential
-10. Click **Save Credentials**
+The system encrypts and securely stores your credentials. You'll see a confirmation message when setup is complete. This credential becomes available for executing mutual fund orders immediately.
 
-Your credentials are encrypted and stored securely. You'll see a confirmation message and can now process mutual fund orders through BSE.
+## How to Set Up Sub-Broker Credentials for Team Members
 
-**Warning:** Never share your BSE credentials with unauthorized personnel. Incorrect credentials will prevent order processing.
+Configure sub-broker access for team members who will execute trades under your supervision.
 
-## How to Add Sub-Broker Credentials for Team Members
+1. Go to the "Sub-Broker Management" section
+2. Click "Add Sub-Broker Credential"
+3. Select the team member from the "Team Member" dropdown
+4. Enter the Sub-Broker Code assigned to this team member
+5. Enter the EUIN (Employee Unique Identification Number) for this team member
+6. Select your primary BSE credential this sub-broker will operate under
+7. Click "Save Sub-Broker Setup"
 
-Allow team members to execute trades using sub-broker credentials linked to your main account.
-
-1. Go to **Sub-Broker Management** section
-2. Click **Add Sub-Broker**
-3. Select the **Team Member** from your staff list
-4. Enter their **EUIN** (Employee Unique Identification Number)
-5. Enter their **Sub-Broker Code** assigned by BSE
-6. Select the **Primary Credential** they should use
-7. Click **Save Sub-Broker Details**
-
-The team member can now execute trades under your supervision. Their transactions will be tracked separately but linked to your main broker account.
-
-## How to Upload and Map BSE Client Codes
-
-Import your BSE client list and automatically map them to existing family members in IFANOW.
-
-1. Navigate to **Client Code Management**
-2. Click **Upload Client File**
-3. Select your BSE client export file (must be pipe-delimited text format)
-4. Choose your **Advisor ID** from the dropdown
-5. Click **Upload and Process**
-6. Review the upload results showing number of clients processed
-7. Click **Auto-Map Clients** to automatically link BSE codes to existing family members
-8. Review the mapping results and manually adjust any incorrect matches
-
-The system matches clients based on PAN numbers and names. Successfully mapped clients can immediately place mutual fund orders through BSE.
-
-**Warning:** Ensure your client file is in the correct format with all required fields. Incorrect file formats will cause upload failures.
+The team member can now place mutual fund orders using their sub-broker credentials. All trades will be linked to your main BSE account for compliance tracking.
 
 ## How to View Your BSE Credentials
 
-Check your stored BSE credentials and their current status.
+Check all your stored BSE credentials and their current status across different platforms.
 
-1. Go to **View Credentials** section
-2. Select **Platform Type** (BSE or other)
-3. Click **Show Credentials**
-4. Review your stored User ID, Member ID, and Broker Code
-5. Check the **Default Login** status
-6. Verify the **Account Type** and **Aggregator Type** settings
+1. Navigate to the "View Credentials" section
+2. Select the platform type (BSE/NSE) from the filter dropdown
+3. Choose "Show Default Only" to see only your primary credentials, or "Show All" for complete list
+4. Click "Load Credentials"
 
-Your passwords are masked for security but you can see all other credential details. Use this view to verify your settings before processing orders.
+The system displays all your credentials with their User IDs, Member IDs, account types, and default status. Passwords remain encrypted and hidden for security. You can identify which credential is set as your default login for each platform type.
 
-## How to Get Authentication Tokens for BSE Access
+## How to Upload BSE Client List
 
-Generate secure tokens needed for BSE platform communication.
+Import your complete BSE client roster and automatically map clients to existing family members in your portfolio.
 
-1. Navigate to **Token Management**
-2. Select your **BSE Credentials** from the list
-3. Click **Generate Token**
-4. The system automatically creates authentication tokens
-5. Tokens are valid for approximately 5 minutes
-6. Use immediately for mutual fund transactions
+1. Click "Upload Client List" in the Client Management section
+2. Select your BSE client export file (must be pipe-delimited text format)
+3. Ensure the file includes required columns: Client Code, Holding Mode, Tax Status, First Applicant Name, PAN, Mobile, Email
+4. Click "Choose File" and select your BSE export file
+5. Click "Upload and Process"
 
-The system manages token generation automatically during order processing, but you can manually generate tokens for testing connectivity.
+The system processes your file and automatically maps clients to existing family members based on PAN numbers and names. You'll receive a summary showing how many clients were successfully mapped or updated. Unmapped clients appear in a separate list for manual review.
 
-## How to View Client Code Mappings
+## How to Auto-Map Unmapped Clients
 
-Review which BSE client codes are linked to your family members and identify unmapped clients.
+Automatically connect BSE client codes to family members in your portfolio using intelligent matching.
 
-1. Go to **Client Code Mappings** section
-2. Click **View All Mappings**
-3. Review the list showing:
-   - **Mapped Clients**: BSE codes linked to family members
-   - **Unmapped Clients**: BSE codes without family member links
-   - **Client Details**: Names, PAN numbers, and contact information
-4. Use **Filter** options to view specific mapping statuses
-5. Click **Remap** next to any client needing correction
+1. Go to "Client Mapping" section
+2. Click "View Mapped/Unmapped Clients" to see current status
+3. Review the list of unmapped BSE clients
+4. Click "Auto-Map Clients" to trigger automatic matching
+5. Confirm the auto-mapping process when prompted
 
-Properly mapped clients can place orders immediately. Unmapped clients need manual linking before they can transact.
+The system matches clients based on PAN numbers, names, and mobile numbers. After processing, you'll see a summary of newly mapped clients. Manual mapping is available for clients that couldn't be automatically matched.
 
-### Section 4: Rules and Limits
+## How to Get Client Codes for Family Members
 
-• User ID, Member ID, Broker Code, and Password are mandatory for primary credentials
-• Only one credential per advisor can be set as the default login
-• Sub-broker EUIN must be unique across all credentials for the same ARN/RIA
-• Team Member ID and Sub-Broker Code are required for sub-broker credentials
-• Authentication tokens expire after approximately 5 minutes and must be regenerated
-• Client file uploads must be in pipe-delimited text format with specific column headers
-• Password encryption uses secure algorithms and cannot be reversed once stored
-• Default login credentials are automatically selected for new transactions
-• Sub-brokers can only operate under credentials they are explicitly assigned to
-• Client mapping requires matching PAN numbers or names between BSE and IFANOW records
-• File uploads are limited to clients under the specified advisor ID only
-• Account type must be specified as either Individual or Corporate
-• Aggregator type determines which BSE service endpoints are used for communication
+Retrieve BSE client codes associated with specific family members for transaction processing.
 
-### Section 5: Common Questions
+1. Navigate to "Family Member Lookup" section
+2. Select the family member from your client list
+3. Choose the platform type (BSE/NSE) if multiple credentials exist
+4. Click "Get Client Codes"
 
-**Q: Can I change my default BSE credentials after setting them up?**
-A: Yes, edit your credentials and check "Set as Default Login" on the credential you want to use primarily. The system automatically removes default status from other credentials.
+The system displays all BSE client codes linked to the selected family member. This information is essential when placing mutual fund orders, as you need the correct client code for each transaction.
 
-**Q: What happens if my BSE password changes?**
-A: Update your stored credentials immediately by editing the credential record and entering your new password. Old passwords will cause authentication failures.
+## Rules and Limits
 
-**Q: Why can't some clients place orders even though they're in my BSE list?**
-A: Clients must be mapped to family members in IFANOW before they can transact. Use the auto-mapping feature or manually link unmapped clients.
+• Only one BSE credential can be set as "default login" per advisor account at any time
+• All passwords are automatically encrypted using AES encryption and cannot be viewed after saving
+• Sub-broker credentials require a valid EUIN and must be linked to an existing primary BSE credential
+• Client file uploads must be in pipe-delimited format with specific column headers as provided by BSE
+• Auto-mapping only works for clients with valid PAN numbers that match existing family member records
+• Team members can only access sub-broker functions, never primary broker credentials
+• Order serial numbers are automatically managed and increment with each transaction
+• BSE client codes must be unique across the platform and cannot be duplicated
+• Password tokens for trading expire after approximately 5 minutes for security reasons
+• File uploads are limited to BSE-standard export formats only
 
-**Q: Can multiple team members use the same sub-broker code?**
-A: No, each sub-broker code must be unique. BSE assigns individual codes to each authorized sub-broker for compliance tracking.
+## Common Questions
 
-**Q: How do I know if my BSE connection is working properly?**
-A: Use the token generation feature to test connectivity. Successful token creation confirms your credentials and BSE communication are functioning.
+**Can I have multiple BSE credentials for different trading scenarios?**
+Yes, you can store multiple BSE credentials but only one can be marked as "default login" at a time. Switch between credentials by updating the default setting.
 
-### Section 6: Troubleshooting
+**What happens if I forget my BSE password after saving it?**
+The system encrypts passwords and cannot display them. You'll need to update the credential with your current BSE password or reset it through your BSE broker.
 
-**Problem:** Upload fails with "invalid data" error
-**Cause:** Required fields are missing or file format is incorrect
-**Fix:** Verify your file has User ID, Member ID, Broker Code, Password, and Account Type. Ensure file is pipe-delimited text format.
+**Can my team members see my main BSE login details?**
+No, team members only access their assigned sub-broker credentials. They cannot view or modify your primary BSE account information.
 
-**Problem:** Authentication fails when generating tokens
-**Cause:** BSE credentials are incorrect or expired
-**Fix:** Verify your User ID and Password are current in BSE system. Update stored credentials if your BSE password changed.
+**Why aren't all my BSE clients automatically mapping to family members?**
+Auto-mapping requires exact PAN number matches between BSE records and your family member profiles. Clients with missing or mismatched PANs need manual mapping.
 
-**Problem:** Sub-broker credentials can't be saved
-**Cause:** EUIN number is already used by another sub-broker or required fields are missing
-**Fix:** Check that EUIN is unique across all your credentials. Ensure Team Member ID, EUIN, and Sub-Broker Code are all provided.
+**Can I upload client lists from multiple BSE accounts?**
+Yes, but ensure each upload file corresponds to the correct BSE credential. The system processes files based on your currently selected default credential.
 
-**Problem:** Client auto-mapping creates incorrect links
-**Cause:** Multiple clients have similar names or PAN numbers
-**Fix:** Review the mapping results and manually correct any incorrect associations using the client mapping interface.
+## Troubleshooting
 
-**Problem:** No content returned when viewing credentials
-**Cause:** No credentials stored for your advisor ID or selected platform type
-**Fix:** Add BSE credentials first, then ensure you're viewing the correct platform type (BSE vs other aggregators).
+**Problem:** "Invalid credentials" error when saving BSE details
+**Cause:** The User ID, Member ID, or password doesn't match your active BSE account
+**Fix:** Verify your credentials by logging into BSE directly, then update the information in IFANOW with exact details
 
-### Section 7: Related Features
+**Problem:** Sub-broker credential shows "EUIN must be unique" error
+**Cause:** The EUIN number is already assigned to another sub-broker under your account
+**Fix:** Check existing sub-broker setups and ensure each team member has a unique EUIN from your broker
 
-This feature integrates with **Family Member Management** for client mapping and requires the **Team Member Management** system for sub-broker assignments. It connects to the **Mutual Fund Transaction Processing** module to execute trades and links with **File Upload Services** for client data import. The feature also depends on **Encryption Services** for secure credential storage and **Authentication Token Management** for BSE platform communication.
+**Problem:** Client upload fails with "invalid file format" message
+**Cause:** The uploaded file isn't in the required pipe-delimited format or missing required columns
+**Fix:** Download your client list directly from BSE portal ensuring pipe-delimited export format with all required fields
+
+**Problem:** Auto-mapping shows "0 clients mapped" despite having matching clients
+**Cause:** PAN numbers in BSE file don't exactly match family member PAN records, or family members lack PAN information
+**Fix:** Review and update family member PAN details first, then retry auto-mapping or use manual mapping for specific clients
+
+**Problem:** "Authentication token expired" when attempting mutual fund orders
+**Cause:** The BSE password token has exceeded its 5-minute validity period
+**Fix:** Navigate back to credentials section and refresh your authentication token, then retry the transaction immediately
+
+## Related Features
+
+This feature connects with Family Member Management for client mapping, Mutual Fund Transactions for order execution, and Team Member Management for sub-broker access controls. It also integrates with the File Upload system for bulk client processing and the Security Encryption module for credential protection.