> ## Documentation Index
> Fetch the complete documentation index at: https://casparser.in/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# FAQ

> Frequently asked questions about CAS Parser API, pricing, and integration.

## General

<Accordion title="What is CAS Parser?">
  CAS Parser is an API that extracts structured data from Indian financial portfolio statements (CAS PDFs). It supports CDSL, NSDL, CAMS, and KFintech formats.
</Accordion>

<Accordion title="Who uses CAS Parser?">
  * **Fintech apps** — Portfolio tracking, wealth management
  * **Banks** — Client onboarding, KYC verification
  * **Tax platforms** — Capital gains calculation
  * **Research firms** — Portfolio analysis
  * **Internal audit** — Compliance and verification
</Accordion>

<Accordion title="What asset classes are supported?">
  CAS Parser extracts **9 asset classes**:

  1. Equities
  2. Mutual Funds (demat & non-demat)
  3. Corporate Bonds
  4. Government Securities
  5. AIFs (Alternative Investment Funds)
  6. ETFs
  7. Insurance
  8. NPS (National Pension System)
  9. Contract Notes (broker trades)
</Accordion>

## Pricing & Credits

<Accordion title="How much does it cost?">
  | Plan          | Credits/Month | Price         |
  | ------------- | ------------- | ------------- |
  | **Free**      | 10            | ₹0            |
  | **Lite 50**   | 50            | ₹999/month    |
  | **Pro 200**   | 200           | ₹3,500/month  |
  | **Ultra 750** | 750           | ₹10,500/month |

  [View full pricing](https://casparser.in/pricing)
</Accordion>

<Accordion title="What counts as 1 credit?">
  | Operation                                   | Credits |
  | ------------------------------------------- | ------- |
  | CAS parsing (any type)                      | 1.0     |
  | Contract note parsing                       | 0.5     |
  | CDSL OTP fetch                              | 0.5     |
  | KFintech CAS generation                     | 0.5     |
  | Gmail inbox (per pull, any number of files) | 0.2     |
  | Inbound email (per processed email)         | 0.2     |
  | Portfolio Links (per submission)            | 0.2     |
</Accordion>

<Accordion title="Do credits roll over?">
  No. Credits reset monthly on your billing date. Unused credits don't carry forward.
</Accordion>

<Accordion title="Can I get a refund?">
  Refunds are subject to contract terms. Please reach out to [support](https://casparser.in/contact) to discuss your specific situation.
</Accordion>

## Technical

<Accordion title="What PDF formats are supported?">
  **Supported:**

  * Original digital PDFs from CDSL, NSDL, CAMS, KFintech
  * Password-protected PDFs

  **Not supported:**

  * Scanned PDFs (no OCR)
  * Photographed documents
  * Tampered or modified PDFs
</Accordion>

<Accordion title="What's the password for my CAS PDF?">
  | CAS Type         | Password                            |
  | ---------------- | ----------------------------------- |
  | **CDSL eCAS**    | Encrypted PAN (varies, check email) |
  | **NSDL eCAS**    | Encrypted PAN (varies, check email) |
  | **CAMS CAS**     | Your PAN number                     |
  | **KFintech CAS** | Your PAN number                     |

  The password is typically mentioned in the email that delivered the CAS.
</Accordion>

<Accordion title="How long does parsing take?">
  | Operation               | Duration      |
  | ----------------------- | ------------- |
  | CAS parsing             | 5-30 seconds  |
  | CDSL OTP fetch (Step 1) | 15-20 seconds |
  | CDSL OTP fetch (Step 2) | 2-5 seconds   |
  | KFintech generation     | 1-2 minutes   |
</Accordion>

<Accordion title="What's the maximum PDF size?">
  10MB per file. Larger files will be rejected.
</Accordion>

<Accordion title="Do you store my PDFs?">
  No. PDFs are deleted immediately after parsing. We don't store any uploaded files.
</Accordion>

<Accordion title="Is my data secure?">
  Yes. We use:

  * TLS 1.3 encryption in transit
  * AES-256 encryption at rest
  * India-hosted infrastructure (DigitalOcean Bangalore)
  * No data retention after parsing
  * SOC 2 compliance (in progress)

  [Read more about security](/resources/security)
</Accordion>

## Integration

<Accordion title="Which programming languages are supported?">
  CAS Parser is a REST API — works with any language that can make HTTP requests.

  **Official SDKs:**

  * Portfolio Connect SDK (React, Next.js, vanilla JS)

  **Community examples:**

  * Python (requests)
  * Node.js (fetch, axios)
  * PHP, Ruby, Go, Java, .NET

  [View examples](/quickstart)
</Accordion>

<Accordion title="Can I use it in the frontend?">
  Yes, but use **access tokens** instead of API keys:

  1. Generate token from your backend (`POST /v1/token`)
  2. Pass `at_` token to frontend
  3. Use Portfolio Connect SDK for best UX

  [Learn about authentication](/learn/authentication)
</Accordion>

<Accordion title="How do I test without consuming credits?">
  Use the sandbox API key:

  ```
  sandbox-with-json-responses
  ```

  Returns sample data for all endpoints. Rate limited to 10 requests/minute.

  [Sandbox guide](/resources/sandbox)
</Accordion>

<Accordion title="What's the rate limit?">
  * **Standard plans:** 60 requests/minute
  * **Enterprise:** Custom limits
</Accordion>

## Features

<Accordion title="Can I fetch CAS directly from CDSL?">
  Yes. Use the **CDSL OTP Fetch** feature:

  1. `POST /v4/cdsl/fetch` — Request OTP
  2. User enters OTP from SMS
  3. `POST /v4/cdsl/fetch/{session_id}/verify` — Get CAS

  [CDSL Fetch guide](/guides/cdsl-fetch)
</Accordion>

<Accordion title="Can I import CAS from Gmail?">
  Yes. The **Gmail Inbox Import** feature uses OAuth to import CAS files directly from user email.

  [Gmail Import guide](/guides/gmail-inbox)
</Accordion>

<Accordion title="Can I request CAS generation?">
  Yes. Use the **KFintech CAS Generator** to trigger email mailback:

  ```python theme={null}
  POST /v4/kfintech/generate
  ```

  The CAS is emailed to the user within 1-2 minutes.

  [CAS Generator guide](/guides/cas-generator)
</Accordion>

<Accordion title="Do you support contract notes?">
  Yes. Parse broker contract notes from:

  * Zerodha
  * Groww
  * Upstox
  * ICICI Direct

  [Contract Notes guide](/guides/contract-notes)
</Accordion>

## Support

<Accordion title="How do I get help?">
  * **Email:** [Contact Support](https://casparser.in/contact) (\< 24hr response)
  * **AI Assistant:** [PortfolioGPT](https://chatgpt.com/g/g-698778fc35f881919a8e57c537e211c6-india-portfoliogpt-powered-by-casparser)
  * **Documentation:** You're reading it!

  [Contact support](/resources/support)
</Accordion>

<Accordion title="Do you offer custom development?">
  Yes. Enterprise customers can request:

  * Custom integrations
  * On-premise deployment
  * White-label solutions
  * Dedicated support

  [Speak to an engineer](https://cal.com/sameer-kumar/casparser-1-1-with-sameer) to discuss your requirements, or email us at [casparser.in/contact](https://casparser.in/contact).
</Accordion>

<Accordion title="What if parsing fails?">
  1. Check the error message in the response
  2. Verify PDF password (check CAS email)
  3. Ensure PDF is original (not scanned)
  4. Contact support with the `X-Request-ID` header

  [Error handling guide](/learn/error-handling)
</Accordion>

## Compliance

<Accordion title="Is CAS Parser RBI approved?">
  CAS Parser is a **parsing service**, not a financial service. We don't require RBI approval.

  We parse publicly available CAS files that investors already possess.
</Accordion>

<Accordion title="Is it DPDPA compliant?">
  Yes. We comply with India's Digital Personal Data Protection Act (DPDPA):

  * No data retention after parsing
  * User consent required for Gmail OAuth
  * Data hosted in India
  * Encrypted storage and transmission
</Accordion>

<Accordion title="Can I use it for credit underwriting?">
  Yes. CAS Parser includes **tamper detection** — modified or scanned PDFs are rejected. This makes it suitable for:

  * Loan underwriting
  * KYC verification
  * Credit assessment

  [Speak to an engineer](https://cal.com/sameer-kumar/casparser-1-1-with-sameer) if you want to discuss tamper detection for your underwriting workflow.
</Accordion>