CONCEPT DEMO IAPFlow™ · IAP Workflow Management System — prepared by Tech Sahyogi for HDFC AMC · dummy data only
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IF
IAPFlow™IAP Workflow Management System

Seven tools.
One governed system.

One database, one login, one URN-tracked record for every Investor Awareness Programme — from zonal intake through maker–checker approval to the AMFI upload file.

MS Form → Power Automate → 6 SharePoint lists → 2 Excels → manual upload
Single intake → one database → maker–checker → AMFI file → audit trail

Sign in

Single sign-on within the HDFC AMC network (on-premise deployment).

Demo shortcut — enter as any of the four roles to walk through their view:

Dashboard

IAPFlow / Dashboard
PN
Priya NairZonal Coordinator · North

Scheduled IAPs by zone — FY 2026–27

Zone is a data column, not six separate lists — one query, any cut.

Upcoming IAPs

Next scheduled programmes across zones.

Recent activity

Every change is written to the audit trail — not just an email alert.

IAP Register

Schedule a new IAP

Fields marked * are mandatory for the AMFI upload. On submit, the entry goes to Central Ops for checker approval.

AMFI-mandated fieldscolumns A–N of the AMFI upload format
T-30 · meets the AMFI T-15 guideline
From AMFI district master (38 states / UTs)
786 districts as per AMFI's list — validated, not free text
As per AMFI's default list
Column N — the last field AMFI requires
HDFC internal fieldscolumns O–AA · never leave HDFC's database
Zone auto-derived from branch
URN on submit → IAP-NORTH-20260721134500

NOA number and conducted attendance are captured after the event, on the Conducted Data screen.

Generate AMFI upload file

Approved, not-yet-exported IAPs are pre-selected. The file contains only the AMFI-mandated columns (A–N); internal fields never leave the system.

Exact delimiter & layout to be confirmed against the AMFI portal specification (Action item — Tech Sahyogi). If AMFI exposes an API/SFTP, this becomes one-click submission; otherwise the file is generated for assisted upload.

Upload log

Every generated file is versioned with who, when, and which URNs it contained.

BatchGeneratedByRecordsPortalStatus
EXP-2026-003814-Jul-2026 17:22Central IAP Ops11AMFI + HAMCUploaded
EXP-2026-003707-Jul-2026 16:05Central IAP Ops9AMFI + HAMCUploaded

Awaiting conducted data

Events whose date has passed. Enter actual attendance and the NOA number; the monthly conducted file is generated from these records.

Submitted this cycle

Audit trail

Full life history of every IAP by URN — created, modified (field-level old → new), approved, exported, conducted. Queryable, not buried in a mailbox.

    786
    Districts in AMFI master
    38
    States / Union Territories
    6
    Zones (as a column, not six lists)

    AMFI district master

    Loaded from DistrictList.xlsx (as shared on 21-Jul-2026). Updatable by Admin when AMFI revises the list.

    Users & roles

    Role-based access — each stakeholder sees and does only their part.

    UserRoleScope
    Priya NairZonal Coordinator (Maker)North
    Rahul DeshmukhZonal Coordinator (Maker)Mumbai
    Anita VermaZonal Coordinator (Maker)UP-Bihar
    Arjun MehtaCentral IAP Ops (Checker)All zones
    Sanjay IyerAdministratorSystem
    R. KrishnanManagementRead-only

    Zones & branches

    ZoneCoordinatorBranches
    West—14
    East—9
    NorthPriya Nair16
    South—18
    MumbaiRahul Deshmukh11
    UP-BiharAnita Verma8

    From seven tools to one system

    TODAY — FRAGMENTED

    MS Formzonal intake
    →
    Power AutomateURN + Switch(6)
    →
    6 SharePoint listsone per zone
    →
    2 Excel workbooksmanual consolidation
    →
    Manual uploadAMFI + HAMC portals

    IAPFLOW — UNIFIED

    Single intakeweb form · role-gated
    →
    MySQL coreone iap_events table · zone = column · URN · full audit
    →
    Maker–checkerapproval gate + digest
    →
    File generatorAMFI txt (A–N only)
    →
    AMFI · HAMCAPI/SFTP if available, else assisted upload

    Stack: React front-end · Node.js/Python API · MySQL 8 — technology-neutral, deployed on-premise inside HDFC AMC's IT environment. No data leaves HDFC infrastructure.

    Proposed MySQL data model

    All 27 columns of the current format live on one row; AMFI columns A–N are flagged for export, O–AA stay internal.

    iap_events
    • id · urn
    • event_date · event_time
    • format · address · pincode
    • district_id → districts
    • city · expected_att
    • contact_person · contact_no
    • audience · trainer_name
    • dap_location (Y/N)
    • branch_id → branches
    • venue_type · spoc_desig
    • trainer_type · trainer_cost
    • iap_cost · noa_number
    • conducted_att · mega_flag
    • status · remarks
    iap_event_history
    • id
    • event_id → iap_events
    • field_name
    • old_value · new_value
    • changed_by · changed_at
    approvals
    • id
    • event_id → iap_events
    • type (new / modification)
    • decision · comment
    • checker_id · decided_at
    amfi_export_batches
    • id · batch_no
    • generated_by · generated_at
    • record_count · file_hash
    • portal · upload_status
    districts
    • id
    • state · district
    • 786 rows · AMFI master
    users / roles
    • id
    • name · emp_id
    • role · zone_scope
    • RBAC per screen & field
    zones / branches
    • id
    • zone_name
    • branch_name · city
    • zone derived, never typed