CAS Parser

Challenge

Unstructured CDSL PDF statements made Demat holding and mutual fund extraction tedious and error-prone.

Constraints

• —No API access to CDSL PDFs
• —Mixed layouts across statement variants
• —Process repeated by non-technical staff monthly
• —Output needed to be compatible with Excel automation

Architecture

• •Python parser using PyMuPDF and tabula-py
• •Tabular extraction normalized into typed records
• •Pandas transformations before Excel output
• •Packaged as Tauri desktop app for client deployment

Key Decisions

• •Kept parsing deterministic to minimize hard-to-debug PDF drift
• •Built Excel export path first because client team sort/filter in spreadsheets

Impact

Desktop executable successfully deployed at the client, converting raw CDSL PDFs into structured Excel reports automatically.

Internal enterprise tool

Stack