Implement
TL;DR¶
- Add your Signing Agent to the governing entity's trusted network
- Add your Signing Agent to a custody policy
- A Signing Agent is identified by
agentID
Prerequisites¶
A Signing Agent is part of a custody policy. To create a custody policy, you must have the governing entity in place for the API you will use:
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You must have an existing Company registered within Partner API.
See the guide or the API specification for POST /company.
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You may have existing Fund/s and/or Wallet/s created
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You must have an existing Organization created from the Web App.
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You may have existing Fund/s and/or Wallet/s created from within the Web App.
Implement your Signing Agent¶
Step 1: Add the Signing Agent as a trusted party¶
-
Identify the
company_idfor the Company that owns the custody policy you wish to add the Signing Agent to. -
Add your Signing Agent's
agentIDto that CompanyFollow the guide or the API specification for POST /trustedparty.
Follow the UI guide to add the Signing Agent to your Organization's trusted network.
Step 2: Add the Signing Agent to a policy¶
There are two possible scenarios when adding a Signing Agent.
Option 1: Create a new Fund and specify the trusted parties in its policy.¶
Follow the guide or the API specification for POST /company/{company_id}/fund
Option 2: Update the policy of an existing Wallet.¶
Follow the API specification for POST /company/{company_id}/fund/{fund_id}/wallet/{wallet_id}/policy
Option 1: Update an existing policy to include the Signing Agent¶
Follow the UI guide using your Signing Agent user-assigned name.
Option 2: Add a new Fund or Wallet and create a policy that includes your Signing Agent.¶
Follow the UI guide using your Signing Agent user-assigned name.