105 lines
2.2 KiB
Markdown
105 lines
2.2 KiB
Markdown
|
# User Guide - ISO-20022 Combo Flow
|
||
|
|
|
||
|
|
## Getting Started
|
||
|
|
|
||
|
|
### Creating Your First Plan
|
||
|
|
|
||
|
|
1. **Navigate to Builder**
|
||
|
|
- Click "Builder" in the navigation menu
|
||
|
|
- You'll see the adapter palette on the left and canvas on the right
|
||
|
|
|
||
|
|
2. **Add Steps**
|
||
|
|
- Drag adapters from the palette to the canvas
|
||
|
|
- Steps will be added in order
|
||
|
|
- You can reorder steps by dragging them
|
||
|
|
|
||
|
|
3. **Configure Steps**
|
||
|
|
- Click "Edit" on any step to configure parameters
|
||
|
|
- Fill in required fields (amount, asset, beneficiary, etc.)
|
||
|
|
- Check compliance requirements for fiat steps
|
||
|
|
|
||
|
|
4. **Review & Sign**
|
||
|
|
- Click "Review & Sign" when your plan is complete
|
||
|
|
- Review the plan summary
|
||
|
|
- Sign with your Web3 wallet
|
||
|
|
|
||
|
|
5. **Execute**
|
||
|
|
- Click "Create Plan" to register the plan
|
||
|
|
- Click "Execute Plan" to start execution
|
||
|
|
- Monitor progress in the execution timeline
|
||
|
|
|
||
|
|
---
|
||
|
|
|
||
|
|
## Step Types
|
||
|
|
|
||
|
|
### Borrow
|
||
|
|
- Borrow digital assets using collateral
|
||
|
|
- Configure: Asset, Amount, Collateral Reference
|
||
|
|
|
||
|
|
### Swap
|
||
|
|
- Exchange one asset for another
|
||
|
|
- Configure: From Asset, To Asset, Amount
|
||
|
|
- Shows estimated slippage
|
||
|
|
|
||
|
|
### Repay
|
||
|
|
- Repay borrowed assets
|
||
|
|
- Configure: Asset, Amount
|
||
|
|
|
||
|
|
### Pay
|
||
|
|
- Send fiat payment via banking rails
|
||
|
|
- Configure: Asset, Amount, Beneficiary IBAN
|
||
|
|
- Requires compliance (LEI/DID/KYC/AML)
|
||
|
|
|
||
|
|
---
|
||
|
|
|
||
|
|
## Compliance
|
||
|
|
|
||
|
|
### Required Information
|
||
|
|
- **LEI**: Legal Entity Identifier
|
||
|
|
- **DID**: Decentralized Identifier
|
||
|
|
- **KYC**: Know Your Customer verification
|
||
|
|
- **AML**: Anti-Money Laundering check
|
||
|
|
|
||
|
|
### Setting Up Compliance
|
||
|
|
1. Go to Settings page
|
||
|
|
2. Enter your LEI and DID
|
||
|
|
3. Complete KYC/AML verification
|
||
|
|
4. Compliance status will be shown in the dashboard
|
||
|
|
|
||
|
|
---
|
||
|
|
|
||
|
|
## Simulation (Advanced Users)
|
||
|
|
|
||
|
|
### Enable Simulation
|
||
|
|
1. Toggle "Enable Simulation" in preview page
|
||
|
|
2. Click "Run Simulation"
|
||
|
|
3. Review results:
|
||
|
|
- Gas estimates
|
||
|
|
- Slippage analysis
|
||
|
|
- Liquidity checks
|
||
|
|
- Warnings and errors
|
||
|
|
|
||
|
|
---
|
||
|
|
|
||
|
|
## Troubleshooting
|
||
|
|
|
||
|
|
### Plan Validation Errors
|
||
|
|
- Check recursion depth (max 3)
|
||
|
|
- Verify step dependencies
|
||
|
|
- Ensure amounts are positive
|
||
|
|
|
||
|
|
### Execution Failures
|
||
|
|
- Check wallet connection
|
||
|
|
- Verify sufficient balance
|
||
|
|
- Review error messages in timeline
|
||
|
|
|
||
|
|
### Compliance Issues
|
||
|
|
- Update compliance information in Settings
|
||
|
|
- Verify KYC/AML status
|
||
|
|
- Check expiration dates
|
||
|
|
|
||
|
|
---
|
||
|
|
|
||
|
|
**Last Updated**: 2025-01-15
|
||
|
|
|