Support Guide
Verified: 2026-05-28100% complete

CAS import issues

Verified: 2026-05-28% complete
Customer's problem
The customer's CAS import is failing, or funds from other apps are not showing up after the import.
Quick fix
The #1 cause is an email mismatch. The customer's Perccent email must match the email registered with the AMC. Check this first.
❓ First ask

"Is the email on your Perccent account the same email you used with your other app or AMC?" This is the most common cause.

Steps — what to do

  1. For CAS import to work, the Perccent email must match the email registered with the other platform or the AMC. (CAS = Consolidated Account Statement — a single statement of all mutual fund holdings.)
  2. If the email does not match, update the email in Perccent — or in the AMC's records — first.
  3. The customer can request a fresh CAS from camsonline.com or KFintech, then try the import again.
  4. CAS import can take about a minute — ask the customer to stay on the screen until they see the confirmation.
🗣️ Say this to the customer
Sir, for CAS import to work, your Perccent email must match the email registered with your AMC. If it does not match, please update the email and try the import again. It can take about a minute, so please wait until you see the confirmation.
🔴 Escalate when

The customer's email matches across all platforms, but CAS import still fails or returns empty data. Hand off to L2 to check the exact error in the CAS API logs.

⚙️ Background (agent reference — do not read to customer)

CAS (Consolidated Account Statement) is fetched from CAMS or KFintech and shows all mutual fund holdings across AMCs. Import happens via api/v1/cas. The email address in Perccent must match the email registered with the AMCs for the CAS fetch to work.

💡 Email match is essential

The number one reason CAS imports fail is an email mismatch between Perccent and the AMC records. Always verify this first.