Import MFs
If you have never imported CAS statement before. On click of this, the user will be shown the enter your email id page.
This will show up on the dashboard (ideal) or under MF page or both
Statement is generated
Shows up after you provide your email id to generate the CAS statement. If you exit the import process, you will see this. On click of this, the user will be shown the page to forward the statement page.
CAS is being processed
Shows up after you have either uploaded, given your Gmail id, or forwarded your statement. On click of this, the user will be shown the processing page.
Processed
Shows up once the statement is processed. On click of this, it will show the completed process page and from there the user can view the import summary. If new portfolios have come in, a green triangle has to be shown at the box edges.
Monthly reminder
Displayed monthly when statements are monthly sent to your inbox. Monthly statements are generated for every email id submitted while generating the CAS. Here,
If Gmail is connected, it can be updated automatically. This will monthly reminder will not be shown. Just a message saying, your Portfolio has been updated via CAS.
If non-gmail email id or gmail sync not done, then the forward pdf screen will appear. The flow will remain the same.
Failed to fetch
Shown if could not find a statement via Gmail or
or If you have claimed to forward the statement but Finaegis hasn't received any
Failed to process
Shown if there was an error processing the statement (across all 3)
New PANs found or Similar PAN found
Multiple folios were found linked to similar PANs
Found folios against PANs that are not part of your family.
Click here to map/import them
This status can ideally be shown under the MF stat card on the dashboard.
https://www.figma.com/file/q9wwj2h2d1NnbT7Cb71HgH/Finaegis?node-id=1337%3A17
Import MFs If you have never imported CAS statement before. On click of this, the user will be shown the enter your email id page. This will show up on the dashboard (ideal) or under MF page or both
Statement is generated Shows up after you provide your email id to generate the CAS statement. If you exit the import process, you will see this. On click of this, the user will be shown the page to forward the statement page.
CAS is being processed Shows up after you have either uploaded, given your Gmail id, or forwarded your statement. On click of this, the user will be shown the processing page.
Processed Shows up once the statement is processed. On click of this, it will show the completed process page and from there the user can view the import summary. If new portfolios have come in, a green triangle has to be shown at the box edges.
Monthly reminder Displayed monthly when statements are monthly sent to your inbox. Monthly statements are generated for every email id submitted while generating the CAS. Here, If Gmail is connected, it can be updated automatically. This will monthly reminder will not be shown. Just a message saying, your Portfolio has been updated via CAS. If non-gmail email id or gmail sync not done, then the forward pdf screen will appear. The flow will remain the same.
Failed to fetch Shown if could not find a statement via Gmail or or If you have claimed to forward the statement but Finaegis hasn't received any
Failed to process Shown if there was an error processing the statement (across all 3)
New PANs found or Similar PAN found Multiple folios were found linked to similar PANs Found folios against PANs that are not part of your family. Click here to map/import them
This status can ideally be shown under the MF stat card on the dashboard.