Skip to content

Platform Setup

Initial Configuration

Setting up Bridge for your organization involves configuring core platform features to match your specific needs and compliance requirements.

Organization Setup

Entity Configuration

Configure your organization profile:

  • Legal Entity Details: Company name, registration, type
  • Jurisdiction Information: Primary operating location
  • Regulatory Status: Licenses and registrations
  • Contact Information: Official addresses and contacts

Team Structure

Set up your team:

  • User Roles: Define permission levels
  • Access Controls: Configure security settings
  • Department Structure: Organize by function
  • Approval Workflows: Set authorization chains

Platform Configuration

Core Settings

Essential platform configurations:

  • Branding: Logo, colors, custom domains
  • Communication: Email templates, notifications
  • Security: 2FA, password policies, IP restrictions
  • Integrations: Third-party service connections

Compliance Framework

Configure compliance parameters:

  • Verification Requirements: KYC/AML settings
  • Document Templates: Legal agreement formats
  • Reporting Schedules: Compliance report timing
  • Audit Trails: Activity logging configuration

Integration Setup

External Services

Connect required services:

Identity Verification

  • KYC/AML providers
  • Accreditation verification
  • Document verification
  • Sanctions screening

Financial Services

  • Banking connections
  • Payment processors
  • Custody providers
  • Transfer agents
  • E-signature platforms
  • Document management
  • Regulatory reporting
  • Legal counsel integration

API Configuration

Set up API access:

  • API Keys: Generate secure credentials
  • Webhooks: Configure event notifications
  • Rate Limits: Set usage parameters
  • IP Whitelisting: Restrict access points

Asset Framework

Token Standards

Configure supported token types:

  • Equity Tokens: Share-based instruments
  • Debt Tokens: Fixed income securities
  • Hybrid Instruments: Convertible structures
  • Utility Tokens: Platform-specific tokens

Smart Contract Templates

Set up contract frameworks:

  • Base Templates: Standard contract structures
  • Customization Rules: Modification parameters
  • Compliance Modules: Regulatory components
  • Upgrade Paths: Contract evolution planning

Investor Portal

Portal Configuration

Customize investor experience:

  • Branding: Custom look and feel
  • Content: Educational materials
  • Languages: Multi-language support
  • Accessibility: Compliance with standards

Feature Activation

Enable portal features:

  • Dashboard Views: Investor information display
  • Document Access: Agreement and report viewing
  • Transaction History: Activity tracking
  • Communication: Messaging and notifications

Workflow Automation

Standard Workflows

Configure common processes:

Investor Onboarding

  1. Registration initiation
  2. Identity verification
  3. Accreditation check
  4. Document signing
  5. Account activation

Investment Processing

  1. Subscription receipt
  2. Compliance verification
  3. Payment processing
  4. Token allocation
  5. Confirmation delivery

Custom Workflows

Build specific processes:

  • Approval Chains: Multi-step authorizations
  • Conditional Logic: Rule-based routing
  • Notifications: Alert configurations
  • Escalations: Timeout handling

Security Configuration

Access Management

Set security parameters:

  • Authentication: Login methods and requirements
  • Authorization: Permission structures
  • Session Management: Timeout and persistence
  • Audit Logging: Activity tracking

Data Protection

Configure data security:

  • Encryption: At-rest and in-transit
  • Backup: Recovery procedures
  • Privacy: Data handling policies
  • Retention: Storage and deletion rules

Testing Environment

Sandbox Setup

Configure test environment:

  • Test Data: Sample configurations
  • Mock Services: Simulated integrations
  • User Accounts: Test profiles
  • Transaction Simulations: Practice workflows

Validation Process

Test critical functions:

  • Investor onboarding flow
  • Payment processing
  • Compliance checks
  • Report generation
  • Communication delivery

Go-Live Checklist

Pre-Launch Requirements

  • [ ] Legal entity verified
  • [ ] Compliance framework configured
  • [ ] Team members added
  • [ ] Integrations tested
  • [ ] Security measures activated
  • [ ] Workflows validated
  • [ ] Documentation prepared
  • [ ] Support channels ready

Launch Steps

  1. Final Review: Complete configuration audit
  2. Data Migration: Import existing data
  3. User Training: Team preparation
  4. Soft Launch: Limited user testing
  5. Full Activation: Platform go-live

Ongoing Management

Regular Maintenance

  • Configuration reviews
  • Security updates
  • Integration monitoring
  • Performance optimization

Continuous Improvement

  • User feedback integration
  • Feature activation
  • Process refinement
  • Compliance updates

Support Resources

Documentation

  • Setup guides
  • Configuration templates
  • Best practices
  • Troubleshooting

Assistance

  • Implementation support
  • Technical guidance
  • Training resources
  • Community forums

Next Steps

After platform setup:

  1. First Issuance
  2. Investor Onboarding
  3. Compliance Configuration
  4. Monitoring Setup