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Informations about the package finfactor

stallion/finfactor

PHP client for the Finfactor WealthScape API. Handles authentication, user subscription, AA consent flow, and financial data retrieval for mutual funds and equities via the RBI Account Aggregator framework.

Requirements

Installation

Quick Start

After the user approves consent on the AA portal and is redirected back to your app:

Configuration

Pass a configuration array to the Client constructor.

Key Required Description
pfm_base_url Yes WealthScape PFM API base URL (provided by Finfactor)
pfm_user_id Yes WealthScape PFM API user ID
pfm_password Yes WealthScape PFM API password
finsense_base_url Yes Finsense API base URL (provided by Finfactor)
finsense_user_id Yes Finsense layer user ID
finsense_password Yes Finsense layer password
redirect_url No URL to redirect the user to after AA consent
consent_template No Consent template name. Default: bank_statement_sebi
consent_description No Consent description. Default: PFM
aa_id No Account Aggregator ID. Default: [email protected]
customer_id_suffix No Suffix appended to mobile for AA customer ID. Default: @finvu
timeout No Request timeout in seconds. Default: 30
connect_timeout No Connection timeout in seconds. Default: 10

Token Storage

By default the package stores the auth token in a temp file. You can provide a custom storage path or use a database-backed store for multi-server setups.

File store with custom path

Database store

The database store requires a finfactor_tokens table (the table name is configurable):

To use a custom table name:

Custom store

Implement Stallion\Finfactor\TokenStore\TokenStoreInterface:

API Reference

Subscription

Consent

Financial Data

Exceptions

All exceptions extend Stallion\Finfactor\Exceptions\ApiException.

Exception When thrown
ApiException Any API error (4xx, 5xx, network)
AuthException Authentication failure
\InvalidArgumentException Missing required config keys

Testing

Set the following environment variables and run the test suite:

License

Proprietary. All rights reserved. Stallion Asset Private Limited.


All versions of finfactor with dependencies

PHP Build Version
Package Version
Requires php Version >=8.1
guzzlehttp/guzzle Version ^7.0
Composer command for our command line client (download client) This client runs in each environment. You don't need a specific PHP version etc. The first 20 API calls are free. Standard composer command

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