[Tokeny] User Role: Agent

Manage token valuation

Get current Token Valuation (NAV)Update Token Valuation (NAV)

Manage candidates

Get Candidates Get a Candidate main data

Manage position reports

List the Position Reports for this token Generate a Position Report for this token Get a token position report previously generated Get token position report csv

Qualify Investors

(Servicing) - Get ALL MY tokens Get all TokenHolders from a token 1 - Create institutional investor(s) for a token 2 - Whitelist investor(s) for a token

Revoke TokenHolder

Get all TokenHolders from a token Revoke a TokenHolder using id

Minting tokens to qualified investor(s)

Get all TokenHolder(s) from a token BATCH - 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 token BATCH - 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 token Recovery 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 inactive 2 - Deactivate one Billboard Offer

Manage Billboard (secondary market)-Activate an offer (previously deactivated)

1 - List of all billboard offers: active and inactive 2 - Activate one Billboard Offer

Manage Billboard (secondary market)

Get billboard settings Create billboard settings

Force transfer (integrated Agent wallet)Force transfer (validation || external Agent wallet)

Primary market-Configure primary market

Retrieve redemption information Retrieve 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 issuer 2 - Create an order on behalf of an investor => set order to "Initiated" status 3 - 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 issuer 2 - Create an order on behalf of an investor => set order to "Initiated" status 3 - 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" status 2 - Accept order => set order status to "Pending" / "Pending Payment"SOON AVAILABLE (2 - Cancel order => set order status to "Canceled")3 - Set price 4 - Retrieve the redemption order info 5 - Confirm payment => set order status to "Payment_sent"6 - Burn token(s) => set order status to "Redeemed"

Manage document(s)

Retrieve the current documents Set new documents

Get ALL MY tokens Get a Token TO UPDATE List token balances for this logged holder Get all TokenHolder(s) from a token Get a TokenHolder API liveness probe Get all tokens for an investor wallet 1 - Request Login Agent

[Tokeny] User Role: DINO Operator

[Tokeny] User Role: Investor

Direct transfer

1 - Get the initials of the counterpart by inputing his wallet 2 - 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-coins 1.2 - Get current investor information, verify status 'Qualified' or 'TokenHolder' and display his wallet 1.3 - Check current investor unfrozen balances & tradable & unpaused 1.4 - Get the initials of the counterpart by inputing his wallet 1.5 - Validates DVD transfer feasibility

Delivery vs Delivery (DVD) transfer-2 - Accept / deny DVD (ERC-3643 Buyer)

2.1 - Get current investor received request operations 2.2 - Get the initials of the counterpart by inputing his wallet 2.3 - Current Tokeny supported stable-coins Approve or reject an existing DvD transfer (integrated custodial Agent wallet only)

Manage my identity

Get my investor information Update 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 etc 2 - Get current investor information, verify status 'Qualified' or 'TokenHolder'3 - Get subscription information

Primary market Marketplace view

1 - Get projects for a marketplace 2 - 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 rate 2 - Retreive my redemption orders 3 - 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 settings 2 - 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 Offer 1.3 - Unlock contact information for this Billboard Offer

BILLBOARD (secondary market)

Mark as "Complete" an offer on the Billboard Cancel an offer on the Billboard List of all Billboards offers created by me/this investor

1 - Request Login investor

[Tokeny] User Role: Issuer

Deploy a new token

Get all my tokens Get available blockchains in this environment 1 - Create a token 2 - Deploy the previously created token

1 - Request Login Issuer admin

[Tokeny] User Role: Marketplace Operator

Create a project

Get existing projects of a marketplace Create projects for a marketplace

Manage an existing project

Delete a project for a marketplace Update a marketplace project

Get marketplaces of a logged user 1 - Request Login Marketplace Operator

[Tokeny] User Role: Owner

Permissions (add Agent(s) / Owner)

List of accounts with permissions to the token Create / update account permissions to the token Delete an accounts permissions to the token

1 - Request Login Owner

[Tokeny] User Role: Agent

Manage token valuation

Get current Token Valuation (NAV)Update Token Valuation (NAV)

Manage candidates

Get Candidates Get a Candidate main data

Manage position reports

List the Position Reports for this token Generate a Position Report for this token Get a token position report previously generated Get token position report csv

Qualify Investors

(Servicing) - Get ALL MY tokens Get all TokenHolders from a token 1 - Create institutional investor(s) for a token 2 - Whitelist investor(s) for a token

Revoke TokenHolder

Get all TokenHolders from a token Revoke a TokenHolder using id

Minting tokens to qualified investor(s)

Get all TokenHolder(s) from a token BATCH - 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 token BATCH - 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 token Recovery 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 inactive 2 - Deactivate one Billboard Offer

Manage Billboard (secondary market)-Activate an offer (previously deactivated)

1 - List of all billboard offers: active and inactive 2 - Activate one Billboard Offer

Manage Billboard (secondary market)

Get billboard settings Create billboard settings

Force transfer (integrated Agent wallet)Force transfer (validation || external Agent wallet)

Primary market-Configure primary market

Retrieve redemption information Retrieve 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 issuer 2 - Create an order on behalf of an investor => set order to "Initiated" status 3 - 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 issuer 2 - Create an order on behalf of an investor => set order to "Initiated" status 3 - 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" status 2 - Accept order => set order status to "Pending" / "Pending Payment"SOON AVAILABLE (2 - Cancel order => set order status to "Canceled")3 - Set price 4 - Retrieve the redemption order info 5 - Confirm payment => set order status to "Payment_sent"6 - Burn token(s) => set order status to "Redeemed"

Manage document(s)

Retrieve the current documents Set new documents

Get ALL MY tokens Get a Token TO UPDATE List token balances for this logged holder Get all TokenHolder(s) from a token Get a TokenHolder API liveness probe Get all tokens for an investor wallet 1 - Request Login Agent

[Tokeny] User Role: DINO Operator

[Tokeny] User Role: Investor

Direct transfer

1 - Get the initials of the counterpart by inputing his wallet 2 - 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-coins 1.2 - Get current investor information, verify status 'Qualified' or 'TokenHolder' and display his wallet 1.3 - Check current investor unfrozen balances & tradable & unpaused 1.4 - Get the initials of the counterpart by inputing his wallet 1.5 - Validates DVD transfer feasibility

Delivery vs Delivery (DVD) transfer-2 - Accept / deny DVD (ERC-3643 Buyer)

2.1 - Get current investor received request operations 2.2 - Get the initials of the counterpart by inputing his wallet 2.3 - Current Tokeny supported stable-coins Approve or reject an existing DvD transfer (integrated custodial Agent wallet only)

Manage my identity

Get my investor information Update 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 etc 2 - Get current investor information, verify status 'Qualified' or 'TokenHolder'3 - Get subscription information

Primary market Marketplace view

1 - Get projects for a marketplace 2 - 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 rate 2 - Retreive my redemption orders 3 - 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 settings 2 - 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 Offer 1.3 - Unlock contact information for this Billboard Offer

BILLBOARD (secondary market)

Mark as "Complete" an offer on the Billboard Cancel an offer on the Billboard List of all Billboards offers created by me/this investor

1 - Request Login investor

[Tokeny] User Role: Issuer

Deploy a new token

Get all my tokens Get available blockchains in this environment 1 - Create a token 2 - Deploy the previously created token

1 - Request Login Issuer admin

[Tokeny] User Role: Marketplace Operator

Create a project

Get existing projects of a marketplace Create projects for a marketplace

Manage an existing project

Delete a project for a marketplace Update a marketplace project

Get marketplaces of a logged user 1 - Request Login Marketplace Operator

[Tokeny] User Role: Owner

Permissions (add Agent(s) / Owner)

List of accounts with permissions to the token Create / update account permissions to the token Delete an accounts permissions to the token

1 - Request Login Owner

Home [Tokeny] User Role: InvestorManage my identity

Manage my identity

Number of APIs: 2

Get my investor information GET {{base_url_servicing}}/holders/me
Update my investor information PATCH {{base_url_servicing}}/holders/me

Approve or reject an existing DvD transfer (integrated custodial Agent wallet only)

Get my investor information