Update fund task with PAN and demat account status
Update fund task with PAN and demat account status
You get fund webhooks without PAN or demat data, leaving fund tasks incomplete and stalling compliance checks. The task is updated with PAN and demat status so coordinators can proceed same day.
Overview
Manual spreadsheet checks and task updates slow fund onboarding and risk missed compliance windows. This flow enriches the fund task with tax identifier and demat status so coordinators receive actionable context and resume processing same day.