Integration GuideNEW

To initiate a PFM (Personal Finance Management) session and render the corresponding UI, follow the steps below.

#Step 1: Initiate PFM Request

The API will return a response containing key parameters such as the customer_id, and gatewayToken, which are required to construct the PFM web view URL.

#Step 2: Construct the PFM Web View URL

Using the values returned from the API response, construct the PFM URL in the format shown below:

{WEB_VIEW_BASE_URL}/#/pfm/${customer_id}/${txn_id}/${template_id}?token_id=${gatewayToken}

This URL is to be rendered within a web view in your application.

#Example

https://enterprise.digio.in/fiu_ui/#/pfm/CUST123XYZ/ABC45678901/TEMPLATE789?token_id=GTOKEN123456 This web view will render the PFM dashboard for the specific user and session using the consented financial data.

#Step 3: Load the URL

Once the URL is constructed, embed or redirect to the URL inside a component in your app or front-end.

#URL Parameter Reference

Below is a breakdown of the URL parameters and their requirements: