Getting started - Your first tokenization project

Log in and access the platform

Navigate to your platform instance URL (provided by your administrator) and sign in using your credentials. After successful authentication, you'll land on the onboarding welcome screen if this is your first login. The platform automatically detects new users and guides you through the initial setup sequence.

If you're having trouble logging in, check that JavaScript is enabled and try clearing your browser cache. The platform requires modern browser features for cryptographic operations and transaction signing.

Complete onboarding workflow

The platform guides you through structured setup to ensure your identity, security, and infrastructure are configured before you start issuing assets. This workflow establishes the foundation for the DALP lifecycle capabilities you'll use for ongoing asset management.

Create your wallet

Your platform wallet manages cryptographic operations and holds your administrative permissions. This wallet becomes your on-chain identity and the signing authority for all transactions you initiate. Click Create Wallet on the welcome screen, review the security information, and allow the platform to generate your wallet automatically. The system creates a secure key pair and displays recovery codes—download or print these immediately and store them securely offline, not in email or cloud storage.

Recovery codes are the only way to restore wallet access if you lose your session. Treat them like a password to a bank account—anyone with access to your recovery codes controls your administrative wallet and its permissions.

Set up wallet security

Choose your authentication method for sensitive operations like token deployment or minting. You have two options: PIN code provides a 6-digit numeric PIN for quick local authentication, while OTP (one-time password) uses an authenticator app for enhanced security. Most users choose PIN for convenience, but choose OTP if regulatory requirements mandate two-factor authentication. After selecting your method, verify it works before proceeding—you'll use this authentication throughout your platform interactions.

Create your compliance identity

Next, the platform deploys your compliance identity smart contract. This on-chain identity anchors every compliance claim—without it, the platform cannot tie KYC attestations to your wallet. Click Continue to personal information and approve the verification dialog using the PIN or OTP you configured. Behind the scenes we deploy the identity contract to the Identity Registry and store the resulting address for later compliance checks.

If the transaction fails, retry the action after verifying your wallet connection and available gas. Once deployed, the onboarding wizard displays the identity address so you can record it for your own audit trail before moving on to the personal information form.

Add your compliance information

Before you can issue assets or receive allocations, the platform needs a core set of personal details to satisfy KYC/AML requirements. The onboarding wizard walks you through a short checklist so you know exactly which fields you'll provide—legal name, country of residence, residency status, date of birth, and a national identifier. Gather accurate information now so compliance reviews remain straightforward later.

When you're ready, complete the personal information form. The data is stored in the platform's compliance database, never published on-chain, and is only accessible to authorized reviewers. You can update these details at any time from your dashboard if something changes. Once saved, the onboarding state updates automatically and you unlock the rest of the platform experience.

Deploy system contracts

The platform now deploys core system contracts for your organization—the Identity Registry manages participant identities, Compliance modules enforce transfer rules, Claim Topics and Issuers provide the verification framework, and Token Factories deliver the asset deployment infrastructure. This step runs automatically and takes 2-3 minutes, with the platform displaying progress for each contract deployment.

These contracts form the foundation of your DALP-enabled environment. The observability dashboards begin collecting metrics as soon as deployment completes—you can monitor contract creation events, gas consumption, and registry initialization in real time.

Select asset types

Choose which asset types your organization will issue. Bonds provide fixed-term debt instruments with maturity and yield schedules, Equity tokens represent shares with optional voting rights, Funds tokenize investment fund shares with management fees, Stablecoins offer fiat-pegged tokens with collateral backing, and Deposits represent certificate of deposit tokens. Select at least one asset type to proceed—you can enable additional types later through platform settings.

The platform deploys factory contracts for each selected asset type. These factories streamline token deployment by providing pre-configured templates that comply with ERC-3643 and include the appropriate DALP lifecycle extensions (like yield distribution for bonds or vault integration for all asset types).

Choose addon modules

Select optional functionality modules that extend platform capabilities. The Yield addon (automatically selected if you chose Bonds) manages automated interest and dividend distribution across token holders. Future releases will expand addon options to include advanced DvP settlement configurations, custom compliance modules, and external oracle integrations.

Note that you can deploy additional addons later from platform settings as your needs evolve. The modular architecture allows you to extend functionality without redeploying core infrastructure.

Navigate to asset creation

After onboarding completes, you're ready to create your first token. The dashboard provides an overview of your deployed system contracts, active asset types, and key metrics from the observability stack. Navigate to Asset Management in the left sidebar, select your desired asset type (for example, Bonds for debt instruments), and click Create New Token to begin asset configuration.

The observability dashboard now shows your infrastructure metrics—contract deployment status, gas usage patterns, and identity registry state. These dashboards become more valuable as you issue assets and onboard participants, providing real-time visibility into compliance checks, transfer restrictions, and lifecycle operations.

Configure asset details

The asset designer guides you through token configuration specific to your asset type. Each field you complete defines the token's behavior on-chain and determines which compliance rules and lifecycle capabilities apply. Take your time to ensure accuracy—while you can update some parameters later, core attributes like token symbol and decimals are immutable after deployment.

Basic information

Every asset type requires foundational parameters. Enter a Token name with the full legal name (for example, "MidCorp 2027 Senior Notes"), a Token symbol for trading and display (for example, "MCORP27"), Decimals to define precision (typically 18 for divisibility, 0 for whole shares), and Initial supply for the number of tokens to mint at deployment (you can set this to 0 and mint later).

Asset-specific settings

Each asset type requires additional configuration tailored to its financial structure and lifecycle requirements:

Assign operational roles

Assign addresses to operational roles that control key platform functions. The GOVERNANCE_ROLE manages compliance configuration and rule updates, SUPPLY_MANAGEMENT_ROLE executes mint and burn operations, CUSTODIAN_ROLE handles account freezing and recovery, and EMERGENCY_ROLE controls pause functionality for critical incidents. Assign your admin wallet to all roles initially—you can delegate to specialized operational wallets later as your team grows and responsibilities distribute across multiple personnel.

Configure compliance rules

Set transfer restrictions and eligibility requirements that enforce regulatory compliance at the smart contract level. The platform's compliance architecture prevents non-compliant transfers before they execute, rather than relying on post-transaction monitoring and remediation.

Select compliance modules

Choose from available compliance modules that restrict token transfers based on your regulatory requirements. Country Allow List restricts transfers by jurisdiction, Identity Verification requires verified OnchainID with specific claims, Time Lock enforces holding periods to prevent immediate resale, Supply Limit caps total token supply to prevent over-issuance, and Transfer Limit restricts individual transaction sizes. Configure parameters for each enabled module—these rules stack together, so transfers must satisfy all enabled modules to succeed.

Set claim requirements

Specify required OnchainID claims for token holders—claims like accredited investor status, KYC/AML verification level, jurisdiction of residence, and regulatory compliance attestations. Only addresses with all required claims can receive tokens, ensuring regulatory compliance is enforced cryptographically. The Identity Registry checks claims automatically during every transfer attempt, with results visible in the compliance monitoring dashboard.

Review and deploy

Review your asset configuration carefully in the summary view. Verify all parameters including token metadata, role assignments, compliance settings, and the gas cost estimate. Click Deploy Token when you're satisfied with the configuration. The platform prompts you to authenticate the deployment transaction—enter your PIN or OTP when requested, review transaction details one final time, and confirm deployment.

Deployment takes 30-60 seconds as the platform creates your token contract, initializes compliance modules, and registers the token with your Identity Registry. The platform displays progress as contracts deploy, with each step updating the deployment status. Watch the observability dashboard during deployment to see contract creation events, gas consumption, and compliance module initialization in real time.

Post-deployment actions

After successful deployment, your token is live and ready for lifecycle operations. The DALP capabilities—DvP settlement, Vault custody, and Yield distribution—are now available for this asset.

View your token

Navigate to Asset Management > Your Asset Type and click your newly deployed token to view the token details page. This dashboard shows contract address, current supply, holder count, compliance status, and recent events. The observability panel displays real-time metrics for this specific token—transfer attempts, compliance rejections, settlement operations, and vault interactions.

Mint initial supply (if needed)

If you deployed with zero initial supply, navigate to the Actions tab on your token page and click Mint Tokens. Enter the recipient address and amount, then confirm the transaction after authenticating with your PIN or OTP. The recipient must have a verified OnchainID with all required claims—the compliance module automatically validates eligibility before the mint transaction succeeds.

Watch the observability dashboard as you mint to see the compliance verification process, identity registry checks, and supply update metrics. These dashboards help you troubleshoot if minting fails due to compliance restrictions or identity issues.

Configure yield schedule (bonds only)

For bond tokens with yield distributions, navigate to the Yield tab on your bond token page and click Configure Schedule. Set payment frequency (quarterly, semi-annual, or annual), specify the yield rate as an annual percentage, and indicate the yield token (denomination asset) used for coupon payments. Save the configuration to activate automated yield distributions—the platform executes payments automatically based on your schedule, distributing yield proportionally to all token holders at each payment date.

The observability dashboard tracks yield distribution events, showing payment execution status, gas costs, holder distributions, and any failures due to insufficient yield token reserves. This visibility helps you maintain adequate reserves and verify successful distributions.