Qodex.ai
Qodex.ai
Introduction
[Tokeny] User Role: Agent
Manage token valuation
Get current Token Valuation (NAV)Update Token Valuation (NAV)
Manage candidates
Get CandidatesGet a Candidate main data
Manage position reports
List the Position Reports for this tokenGenerate a Position Report for this tokenGet a token position report previously generatedGet token position report csv
Qualify Investors
(Servicing) - Get ALL MY tokensGet all TokenHolders from a token1 - Create institutional investor(s) for a token2 - Whitelist investor(s) for a token
Revoke TokenHolder
Get all TokenHolders from a tokenRevoke a TokenHolder using id
Minting tokens to qualified investor(s)
Get all TokenHolder(s) from a tokenBATCH - MINT to an array of wallets (validation || external Agent wallet)BATCH - MINT to an array of wallets (integrated Agent wallet || testing only)
Burning tokens from holder(s) wallet(s)
Get all TokenHolder(s) from a tokenBATCH - BURN to an array of wallets (validation || external Agent wallet)BATCH - BURN tokens from wallets (integrated Agent wallet)
Recover token when access to a wallet is lost
Get all TokenHolder(s) from a tokenRecovery tokens of a wallet
Manage transferability of tokens-Manage token global transferability
Pause token gloabally (validation || external Agent wallet)Unpause token globally (validation || external Agent wallet)Pause token globally (integrated Agent wallet)Unpause token globally (integrated Agent wallet)
Manage transferability of tokens-Freeze / unfreeze token(s) on wallet(s)
Freeze token(s) from wallet(s) (validation || external Agent wallet)Unfreeze token(s) from wallet(s) (validation || external Agent wallet)Freeze token(s) from wallet(s) (integrated Agent wallet)Unfreeze token(s) from wallet(s) (integrated Agent wallet)
Track transactions
List Token Transactions of a token
Manage Billboard (secondary market)-Deactivate an offer
1 - List of all billboard offers: active and inactive2 - Deactivate one Billboard Offer
Manage Billboard (secondary market)-Activate an offer (previously deactivated)
1 - List of all billboard offers: active and inactive2 - Activate one Billboard Offer
Manage Billboard (secondary market)
Get billboard settingsCreate billboard settings
Force transfer
Force transfer (integrated Agent wallet)Force transfer (validation || external Agent wallet)
Primary market-Configure primary market
Retrieve redemption informationRetrieve issuer's subscription by ID
Primary market-Subscription-Option 1 - Management of close-ended subscriptions, on behalf of an investor
1 - Retrieve the investor orders for the given subscription by issuer2 - Create an order on behalf of an investor => set order to "Initiated" status3 - Confirm order creation on behalf of an investor => set order to “Pending Payment"4 - Cancel an order => set order to status "CanceledByIssuer"5 - Confirm payment reception => set order status to "Confirmed"6 - Mint order => set order status to "Minted"6 - Refund order => set order status to "Refunded"
Primary market-Subscription-Option 2 - Management of open-ended subscriptions, on behalf of an investor
1 - Retrieve the investor orders for the given subscription by issuer2 - Create an order on behalf of an investor => set order to "Initiated" status3 - Confirm order creation on behalf of an investor => set order to status “Pending Payment"4 - Cancel an order => set order to status "CanceledByIssuer"5 - Set price => order status remains "Pending Payment"5 - Update Token Valuation (NAV) => order status remains "Pending Payment"6 - Confirm payment reception => set order status to "Confirmed"7 - Mint order => set order status to "Minted"7 - Refund order => set order status to "Refunded"
Primary market-Redemption-Option 1 - Management of open-ended redemptions, on behalf of an investor
Retrieve all redemption order(s)1 - Create an order on behalf of an investor => set order to "Initiated" status2 - Accept order => set order status to "Pending" / "Pending Payment"SOON AVAILABLE (2 - Cancel order => set order status to "Canceled")3 - Set price4 - Retrieve the redemption order info5 - Confirm payment => set order status to "Payment_sent"6 - Burn token(s) => set order status to "Redeemed"
Manage document(s)
Retrieve the current documentsSet new documents
Get ALL MY tokensGet a TokenTO UPDATE List token balances for this logged holderGet all TokenHolder(s) from a tokenGet a TokenHolderAPI liveness probeGet all tokens for an investor wallet1 - Request Login Agent
[Tokeny] User Role: DINO Operator
[Tokeny] User Role: Investor
Direct transfer
1 - Get the initials of the counterpart by inputing his wallet2 - Direct transfer of tokens (investor external self manage wallet)
Delivery vs Delivery (DVD) transfer-1 - Create DVD (ERC-3643 Seller)
1.1 - Current Tokeny supported stable-coins1.2 - Get current investor information, verify status 'Qualified' or 'TokenHolder' and display his wallet1.3 - Check current investor unfrozen balances & tradable & unpaused1.4 - Get the initials of the counterpart by inputing his wallet1.5 - Validates DVD transfer feasibility
Delivery vs Delivery (DVD) transfer-2 - Accept / deny DVD (ERC-3643 Buyer)
2.1 - Get current investor received request operations2.2 - Get the initials of the counterpart by inputing his wallet2.3 - Current Tokeny supported stable-coinsApprove or reject an existing DvD transfer (integrated custodial Agent wallet only)
Manage my identity
Get my investor informationUpdate my investor information
Marketplace dashboard overview
Get Tokens from a marketplace of a logged user
Subscribe to token (primary market)
[Only on Investor Portal - not Marketplace] - 1 - Get token information, verify tradability etc2 - Get current investor information, verify status 'Qualified' or 'TokenHolder'3 - Get subscription information
Primary market Marketplace view
1 - Get projects for a marketplace2 - Get a specific project information (Detailed project view)
Manage my subscriptions
Get my subscription orders
Open-ended redemption - STEP 1: Investor side
1 - Retrieve exchange rate2 - Retreive my redemption orders3 - Create an open-ended redemption order => set order to "Initiated" status
View my past transactions
List the Token blockchain transactions for the curent user
BILLBOARD (secondary market)-Sell - Create an offer
1 - Get billboard settings2 - Create a billboard offer
BILLBOARD (secondary market)-Buy-1 - Find an offer
1.1 - List of Billboard offers available for this token (without the ones created by me/this investor)1.2 - Get one Billboard Offer1.3 - Unlock contact information for this Billboard Offer
BILLBOARD (secondary market)
Mark as "Complete" an offer on the BillboardCancel an offer on the BillboardList of all Billboards offers created by me/this investor
1 - Request Login investor
[Tokeny] User Role: Issuer
Deploy a new token
Get all my tokensGet available blockchains in this environment1 - Create a token2 - Deploy the previously created token
1 - Request Login Issuer admin
[Tokeny] User Role: Marketplace Operator
Create a project
Get existing projects of a marketplaceCreate projects for a marketplace
Manage an existing project
Delete a project for a marketplaceUpdate a marketplace project
Get marketplaces of a logged user1 - Request Login Marketplace Operator
[Tokeny] User Role: Owner
Permissions (add Agent(s) / Owner)
List of accounts with permissions to the tokenCreate / update account permissions to the tokenDelete an accounts permissions to the token
1 - Request Login Owner
Introduction
[Tokeny] User Role: Agent
Manage token valuation
Get current Token Valuation (NAV)Update Token Valuation (NAV)
Manage candidates
Get CandidatesGet a Candidate main data
Manage position reports
List the Position Reports for this tokenGenerate a Position Report for this tokenGet a token position report previously generatedGet token position report csv
Qualify Investors
(Servicing) - Get ALL MY tokensGet all TokenHolders from a token1 - Create institutional investor(s) for a token2 - Whitelist investor(s) for a token
Revoke TokenHolder
Get all TokenHolders from a tokenRevoke a TokenHolder using id
Minting tokens to qualified investor(s)
Get all TokenHolder(s) from a tokenBATCH - MINT to an array of wallets (validation || external Agent wallet)BATCH - MINT to an array of wallets (integrated Agent wallet || testing only)
Burning tokens from holder(s) wallet(s)
Get all TokenHolder(s) from a tokenBATCH - BURN to an array of wallets (validation || external Agent wallet)BATCH - BURN tokens from wallets (integrated Agent wallet)
Recover token when access to a wallet is lost
Get all TokenHolder(s) from a tokenRecovery tokens of a wallet
Manage transferability of tokens-Manage token global transferability
Pause token gloabally (validation || external Agent wallet)Unpause token globally (validation || external Agent wallet)Pause token globally (integrated Agent wallet)Unpause token globally (integrated Agent wallet)
Manage transferability of tokens-Freeze / unfreeze token(s) on wallet(s)
Freeze token(s) from wallet(s) (validation || external Agent wallet)Unfreeze token(s) from wallet(s) (validation || external Agent wallet)Freeze token(s) from wallet(s) (integrated Agent wallet)Unfreeze token(s) from wallet(s) (integrated Agent wallet)
Track transactions
List Token Transactions of a token
Manage Billboard (secondary market)-Deactivate an offer
1 - List of all billboard offers: active and inactive2 - Deactivate one Billboard Offer
Manage Billboard (secondary market)-Activate an offer (previously deactivated)
1 - List of all billboard offers: active and inactive2 - Activate one Billboard Offer
Manage Billboard (secondary market)
Get billboard settingsCreate billboard settings
Force transfer
Force transfer (integrated Agent wallet)Force transfer (validation || external Agent wallet)
Primary market-Configure primary market
Retrieve redemption informationRetrieve issuer's subscription by ID
Primary market-Subscription-Option 1 - Management of close-ended subscriptions, on behalf of an investor
1 - Retrieve the investor orders for the given subscription by issuer2 - Create an order on behalf of an investor => set order to "Initiated" status3 - Confirm order creation on behalf of an investor => set order to “Pending Payment"4 - Cancel an order => set order to status "CanceledByIssuer"5 - Confirm payment reception => set order status to "Confirmed"6 - Mint order => set order status to "Minted"6 - Refund order => set order status to "Refunded"
Primary market-Subscription-Option 2 - Management of open-ended subscriptions, on behalf of an investor
1 - Retrieve the investor orders for the given subscription by issuer2 - Create an order on behalf of an investor => set order to "Initiated" status3 - Confirm order creation on behalf of an investor => set order to status “Pending Payment"4 - Cancel an order => set order to status "CanceledByIssuer"5 - Set price => order status remains "Pending Payment"5 - Update Token Valuation (NAV) => order status remains "Pending Payment"6 - Confirm payment reception => set order status to "Confirmed"7 - Mint order => set order status to "Minted"7 - Refund order => set order status to "Refunded"
Primary market-Redemption-Option 1 - Management of open-ended redemptions, on behalf of an investor
Retrieve all redemption order(s)1 - Create an order on behalf of an investor => set order to "Initiated" status2 - Accept order => set order status to "Pending" / "Pending Payment"SOON AVAILABLE (2 - Cancel order => set order status to "Canceled")3 - Set price4 - Retrieve the redemption order info5 - Confirm payment => set order status to "Payment_sent"6 - Burn token(s) => set order status to "Redeemed"
Manage document(s)
Retrieve the current documentsSet new documents
Get ALL MY tokensGet a TokenTO UPDATE List token balances for this logged holderGet all TokenHolder(s) from a tokenGet a TokenHolderAPI liveness probeGet all tokens for an investor wallet1 - Request Login Agent
[Tokeny] User Role: DINO Operator
[Tokeny] User Role: Investor
Direct transfer
1 - Get the initials of the counterpart by inputing his wallet2 - Direct transfer of tokens (investor external self manage wallet)
Delivery vs Delivery (DVD) transfer-1 - Create DVD (ERC-3643 Seller)
1.1 - Current Tokeny supported stable-coins1.2 - Get current investor information, verify status 'Qualified' or 'TokenHolder' and display his wallet1.3 - Check current investor unfrozen balances & tradable & unpaused1.4 - Get the initials of the counterpart by inputing his wallet1.5 - Validates DVD transfer feasibility
Delivery vs Delivery (DVD) transfer-2 - Accept / deny DVD (ERC-3643 Buyer)
2.1 - Get current investor received request operations2.2 - Get the initials of the counterpart by inputing his wallet2.3 - Current Tokeny supported stable-coinsApprove or reject an existing DvD transfer (integrated custodial Agent wallet only)
Manage my identity
Get my investor informationUpdate my investor information
Marketplace dashboard overview
Get Tokens from a marketplace of a logged user
Subscribe to token (primary market)
[Only on Investor Portal - not Marketplace] - 1 - Get token information, verify tradability etc2 - Get current investor information, verify status 'Qualified' or 'TokenHolder'3 - Get subscription information
Primary market Marketplace view
1 - Get projects for a marketplace2 - Get a specific project information (Detailed project view)
Manage my subscriptions
Get my subscription orders
Open-ended redemption - STEP 1: Investor side
1 - Retrieve exchange rate2 - Retreive my redemption orders3 - Create an open-ended redemption order => set order to "Initiated" status
View my past transactions
List the Token blockchain transactions for the curent user
BILLBOARD (secondary market)-Sell - Create an offer
1 - Get billboard settings2 - Create a billboard offer
BILLBOARD (secondary market)-Buy-1 - Find an offer
1.1 - List of Billboard offers available for this token (without the ones created by me/this investor)1.2 - Get one Billboard Offer1.3 - Unlock contact information for this Billboard Offer
BILLBOARD (secondary market)
Mark as "Complete" an offer on the BillboardCancel an offer on the BillboardList of all Billboards offers created by me/this investor
1 - Request Login investor
[Tokeny] User Role: Issuer
Deploy a new token
Get all my tokensGet available blockchains in this environment1 - Create a token2 - Deploy the previously created token
1 - Request Login Issuer admin
[Tokeny] User Role: Marketplace Operator
Create a project
Get existing projects of a marketplaceCreate projects for a marketplace
Manage an existing project
Delete a project for a marketplaceUpdate a marketplace project
Get marketplaces of a logged user1 - Request Login Marketplace Operator
[Tokeny] User Role: Owner
Permissions (add Agent(s) / Owner)
List of accounts with permissions to the tokenCreate / update account permissions to the tokenDelete an accounts permissions to the token
1 - Request Login Owner
Home[Tokeny] User Role: AgentPrimary market-Configure primary market

Primary market-Configure primary market

Number of APIs: 2

  1. Retrieve redemption information GET {{base_url_servicing}}/tokens/{{token_id}}/redemptions

  2. Retrieve issuer's subscription by ID GET {{base_url_servicing}}/subscriptions/{{subscription_id}}/tokens/{{token_id}}

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Force transfer (validation || external Agent wallet)
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Retrieve redemption information