Gap in casparser: folio holder name is not returned

[Lynelle0503]

Before you start

• I searched existing issues and didn't find a duplicate.
• I have removed all personal/sensitive information (PAN, password, account numbers, holdings) from everything below.

casparser version

1.1.0

Python version

3.14.2

CAS issuer

CAMS

CAS type (CAMS/KFintech only)

Detailed

What happened?

For CAMS/KFin detailed CAS PDFs containing multiple investors, each folio section identifies its holder using a name and PAN. Casparser extracts the PAN but does not retain the corresponding holder name.

investor_info.name represents the statement’s global addressee. It is not necessarily the holder of every folio. The Folio model has no holder-name field.

Impact:

1. Applications cannot accurately associate investor names with PANs.
2. Assigning investor_info.name to every folio incorrectly gives all PANs the same name.
3. Nominee names under schemes[].nominees cannot be used because they are not folio holders.
4. Downstream systems must either leave investor names blank or parse the PDF again duplicating the effort.

The parser should extract the holder name from each folio header and expose it as folios[].name or folios[].holder_name

Command or code used

NA - this is not a runtime issue, but an extraction issue

Full traceback / error output

Redacted sample (optional)

No response

Sharing a sample privately

• I'm willing to share a redacted CAS privately by email if it would help.

[codereverser]

Good catch! The name is right there in the folio header on newer CAMS/KFin statements, we just drop it. I'll add a folios[].name field; it'll be optional since older statements don't print a name at all.