Institutional User Manual
Users can login to the Libertum Portal with their pre-defined credentials.
FR:001 The user must select the user type i.e., either Institution or Investor to register themselves on the platform.
FR:002 The user must enter the full legal entity name, which must be a legal name of the entity in alphabetic only. “Eg- Libertum Private Limited”
● The name must be alphabetical
● The name can have space
● It should not be empty
FR:003 The user must enter the Full Legal Name, which must be a legal name in alphabetic only. “Eg- Javvad Azam”
● The name must be alphabetical
● The name can have space
● It should not be empty
FR:004 The user must enter their email address, which must be a valid email address with a valid domain. Eg- “[email protected]”
● It can be alphanumeric
● It must have a valid domain
● It must be a valid email format
● It must not be empty
FR:005 The user must enter their phone number.
● Must include a valid country code.
● Should only accept numeric characters.
● Must match a valid phone number format.
● Should not be empty
FR:006 The password entered in the password field should meet the defined criteria as
follows:
● Minimum 8 characters.
● Must contain at least one uppercase letter, one lowercase letter, and one number.
● Should not be empty
FR:007 Confirm Password should meet the defined criteria as follows:
● Must match the “Password” field exactly.
● Should not be empty
FR:008 The user must choose the desired validation method for validating their input data, they must select one of the following
● Mobile Number
FR:009 The user must check the “Terms and Conditions” checkbox before clicking on the “Sign-up” button
FR:010 The user must click on the “Sign-up” button once they have entered all the required information above.
● All fields must be completed and validated before form submission is allowed
FR:011 The user must click on “Sign-in” in case they already have an account on the Libertum platform
FR:012 The user can click on the “Back” button in case they wish to go back to the previous screen.
FR:013 Choose verification methods, from the three listed options available below i.e.,
● Mobile Number
These options will be displayed as buttons on the screen.
FR:014 The user must click on “Send Code” when they wish to get the code. The following conditions will be applicable -
● The option must be pre-selected when the screen is loaded.
● Only one verification method can be selected at a time. Selecting a different option should automatically deselect the previously selected option.
● The “Send Code” button must only become active (clickable) once a verification method has been selected.
● Clicking the “Send Code” button should initiate the process of sending a verification code to the chosen method.
FR:015 The user can click on the “Back” button in case they wish to go back to the previous screen.
FR:016 The user must enter the 4 digit verification code, received on the email address. The following conditions applies to the verification code-
● Each field accepts only one numeric digit.
● When a digit is entered, the cursor automatically moves to the next field.
FR:017 The user must click on “Click Here” in case they wish to receive the OTP on the phone number.
FR:018 The user must click on “Resend OTP in 0:60” in case you have not received the OTP on the entered email address. Following criteria applies to the Resend OTP module
● The link is accompanied by a countdown timer (e.g., “Resend in 60s”) that starts when the screen is first loaded.
● The “Re-send verification code” link becomes active (clickable) once the timer reaches zero.
● Clicking the link sends a new verification code to the user’s email/mobile and resets the countdown timer.
FR:019 The user must click on the scannable QR code displayed on the screen.
The QR code must be compatible with Google Authenticator and generate a time-based one-time password (TOTP) when scanned.
FR:020 The user can follow the step-by-step instructions next to the QR code, guiding the user in enabling the Google Authenticator.
● Downloading the Google Authenticator app.
● Signing in and accessing security settings.
● Setting up the authenticator by scanning the QR code or entering the code manually.
● Entering the verification code generated by the app.
FR:021 The user must copy the code
FR:022 The user must click on “Continue” button to enable the Google Authenticator
FR:023 The user must click on “Skip” button in case they wish to skip the Google Authenticator step and jump on to the next step
FR:024 The user must enter either their registered email address or Phone number to Sign-in to the Libertum platform. This field will follow the following guidelines-
● The entered phone number or email address must match with one of the entry in the database
● The field should not be empty
FR:025 The user must enter the password that was created at the time of Signing-up. This field will follow the following guidelines-
● The entered password must match with the password created at the time of Sign-up
● The field should not be empty
FR:026 The user must click on the “Sign-in” button to sign in the Libertum platform post entering all the details in the requested fields.
FR:027 The user must click on “Forget Password” in case they forget the password they have created at the time of registration.
FR:028 To change the password, the user must enter their registered email address.
● The email address must be the same as used at the time of registration
● The field should be empty
FR:029 The user must click on the “Continue” button post entering the email address.
FR:030 The user must enter a new password.The password entered in the password field should meet the defined criteria as
follows:
● Minimum 8 characters.
● Must contain at least one uppercase letter, one lowercase letter, and one number.
● Should not be empty
FR:031 Confirm Password should meet the defined criteria as follows:
● Must match the “Password” field exactly.
● Should not be empty
FR:032 The user must click on the “Submit” button to submit the password change request with the new password details.
Upon clicking “Continue,” the system should verify the email address and send a password reset link to the provided email if it is valid and associated with an account.
Then the user will receive an option to change the password and confirm the new password
After the user sets the password, then the user will be redirected to the login page
FR:033 The user should click on the “Sign up” button in case they do not have an account on the Libertum platform and wish to register themselves.
FR:034 The user must click on the “Complete Onboarding” process to complete the KYB of the institution to get access to the platform and enable trading/investment on the platform.
FR:035 The user must click on the “Send me the code” to complete the verification process for the mobile number.
FR:036 The user must click on the “Dashboard” to access the information specific to the user of the platform.
FR:037 This depicts the list of tabs that a user can access while being on the platform post they have completed the KYC process.
FR:038 The user can click on the “Logout” button to log them out of the platform
FR:039 The Portfolio Performance depicts the performance of the portfolio that a particular investor owns. It will be enabled post KYC is completed and the Investor has invested in one or more holdings.
FR:040 The “Top 5 Holdings” depicts the $ value of a particular user’s top 5 holdings. It will be enabled post KYB is completed and the Investor has invested in one or more holdings.
FR:041 The user must click on the listings to know about the particular listing on the marketplace. It will be enabled post KYB is completed and the Investor has invested in one or more holdings
FR:042 The shown bar displays the progress of a particular individual in terms of the KYC progress. It moves as the user keeps on progressing.
“Institution” under KYB portal collects information about the Institution in two different parts namely
● Company Information
● Address
Under “Company information” a user must fill in the following details-
FR:043 The “Full Legal Entity Name” field displays the name entered by the user at the time of registration.
FR:044 The “Legal Entity Type” field displays the categories of entities and the user must select one from the drop down menu that resonates with their entity.
The drop down menu has following list to select from-
● Individual (Person)
● Sole Proprietorship
● Partnership
● Corporation (or Company)
● Limited Liability Company (LLP)
● Non-Profit Organization
● Government Entity
● Trust
● Joint venture
● Association
● Cooperative
● Publicly Traded Company
● Private Company
● Educational Institution
● Foundation
FR:045 The user must enter the website url in the “Website (Optional)” field if the entity has a website of its own.
FR:046 The user must enter the line of business of the entity in the “Line of business” field.
FR:047 The user must select the relevant sources of funds that are applicable to the entity from the “Sources of Fund” drop down menu. The drop down menu contains the following options for an entity to select from-
● Employment Income
● Business Income
● Investment Income
● Savings
● Inheritance
● Gift
● Sale of Property or Assets
● Loan or Credit
● Pension/Retirement Fund
● Dividends
● Government Assistance/Benefits
Under “Address” a user must fill in the following details-
FR:048 The user must enter the first line of the business’s address under the “Address Line-1” field. This field can be alphanumeric. The field can not be empty.
FR:049 The user must enter the second line of the business’s address under the “Address Line-2 (Optional)” field. This field can be alphanumeric. The field is not a compulsory field.
FR:050 The user must select the business’s country in the “Country” field from the drop down menu available.
FR:051 The user must select the business’s state in the “State” field from the drop down menu available.
FR:052 The user must select the business’s city in the “City” field from the drop down menu available.
FR:053 The user must enter the business’s zip code in the “Zip code” field.
FR:054 The user must click on “Save & Proceed” once they have entered data in all the fields.
“Primary Contact Information” under the section KYB requires the details for the person responsible for this application and the primary contact for the organisation. The Primary Contact Information is divided into two parts -
● Personal Information
● Address
Here, the name of the primary contact is prefilled from the time of registration and the user is required to fill in all the other details in order to proceed further with the application.
Under “Personal Information” a user must fill in the following details-
FR:055 The Legal Full field Name will display the name entered by the user at the time of the registration.
FR:056 The user must enter their job title in the “Job Title” field.
FR:057 The user must enter their Date of Birth using the date picker
FR:058 The user must enter their national card number or relevant number in the “Social Security Number” field
FR:059 The user must enter their Nationality from the drop down list
FR:060 The “Phone number” field will display the number entered by the user at the time of the registration.
FR:061 The “Email id” field will display the email address entered by the user at the time of the registration.
Under “Address” a user must fill in the following details-
FR:062 The user must enter the first line of their address under the “Address Line-1” field. This field can be alphanumeric. The field can not be empty.
FR:063 The user must enter the second line of their address under the “Address Line-2 (Optional)” field. This field can be alphanumeric. The field is not a compulsory field.
FR:064 The user must select their country in the “Country” field from the drop down menu available.
FR:065 The user must select their state in the “State” field from the drop down menu available.
FR:066 The user must select their city in the “City” field from the drop down menu available.
FR:067 The user must enter their zip code in the “Zip code” field.
FR:068 The user must click on “Previous” in case they wish to go back to the previous screen.
FR:069 The user must click on “Save & Proceed” once they have entered data in all the fields.
FR:070 The user must click on the “Wallet Connect” to connect their Wallet on the Libertum Platform from the Wallet 3 Modal option.
● The user will be redirected to the various options available in the Wallet Connect option and from there they can select the desired wallet for connection.
● Each wallet option should display the wallet’s name, a representative icon, the wallet address, and the type of blockchain or network it supports.
● The user should see a “Connect” button for wallets that are not yet connected, and a “Disconnect” button for wallets that are already connected.
FR:071 The user must click on the “Metamask Connect” to connect their Metamask Wallet on the Libertum Platform
FR:072 The user can view the connected wallet status from the “My Wallets” sections. The “My wallets” section should list all the wallets the user has connected, including:
● Provider: The name of the wallet provider (e.g., Metamask, Wallet Connect).
● Date: The date and time when the wallet was connected & created
● Status: A status indicator showing whether the wallet is Verified or Unverified
● Action: An “Active” button indicates that the wallet is currently in use.
Only one wallet can be active at a time. If a user has multiple wallets under “My Wallets” and activates a different wallet, the previously active wallet will automatically become inactive.
FR:073 The user must click on “Previous” in case they wish to go back to the previous screen.
FR:074 The user must click on “Save & Proceed” once they have entered data in all the fields.
“Documents” under the KYC sections are the documents that are required for the entity. The required documents are classified into two categories-
● Company Documents
● Company Identification
FR:075 This section denotes the “Company Documents” section, there are two upload slots:
Upload Front ID: For uploading the front side of the document.
Upload Back ID: For uploading the back side of the document.
FR:076 The user must click on the “Upload Front ID” button to upload the front section of the ID they selected at the previous step. The user must ensure that Front ID upload should be in file formats like PNG, JPEG, PDF and a maximum file size of 5 MB.
FR:077 The user must click on the “Upload Back ID” button to upload the front section of the ID they selected at the previous step. The user must ensure that Back ID upload should be in file formats like PNG, JPEG, PDF and a maximum file size of 5 MB.
FR:078 This section denotes the “Company Identification” section.
FR:079 The user must click on the “Upload File” button to upload the company identification document. The user must ensure that uploaded documents should be in file formats like PNG, JPEG, PDF and a maximum file size of 5 MB.
FR:080 The user must click on “Previous” in case they wish to go back to the previous screen.
FR:081 The user must click on “Save & Proceed” once they have entered data in all the fields.
FR:082 The user must click on “Verify your identity” to enable the KYB with 3rd Party. On clicking on “Done” they will see a Sumsub page being displayed which will eventually guide them on step-by-step instructions on KYB completion.
FR:083 The user must click on “Previous” in case they wish to go back to the previous screen.
FR:084 The user must click on “Save & Proceed” once they have completed the KYB with a third party i.e., SumSub. The button remains inactive until the KYB is completed.
“Beneficial Information 1” under the KYB module gathers the following information for each and every individual, if any, who, directly or indirectly, through any contract, arrangement, understanding, relationship or otherwise, owns 25 percent or more of the equity interests of the legal entity listed above.
The Beneficial information is divided into 3 parts -
● Personal Information
● Address
● Proof Of Identity
Under “Personal Information” a user must fill in the following details-
FR:085 The user must enter the full name of the beneficial owner of the company under the “Legal Full Name” field
FR:086 The user must enter their Date of Birth using the date picker
FR:087 The user must enter their national card number or relevant number in the “Social Security Number” field
FR:088 The user must enter their Nationality from the drop down list in the “Nationality” field
Under “Address” a user must fill in the following details-
FR:089 The user must enter the first line of their address under the “Address Line-1” field. This field can be alphanumeric. The field can not be empty.
FR:090 The user must enter the second line of their address under the “Address Line-2 (Optional)” field. This field can be alphanumeric. The field is not a compulsory field.
FR:091 The user must select their country in the “Country” field from the drop down menu available.
FR:092 The user must select their state in the “State” field from the drop down menu available.
FR:093 The user must select their city in the “City” field from the drop down menu available.
FR:094 The user must enter their zip code in the “Zip code” field.
Under “Proof of Identity” a user must fill in the following details-
FR:095 The user must select the Id proof type which they wish to upload. The user must click one of the three radio buttons available with the options as -
● Passport
● Driver’s License
● Identity Card
FR:096 The user must click on the “Upload Front ID” button to upload the front section of the ID they selected at the previous step. The user must ensure that Front ID upload should be in file formats like PNG, JPEG, PDF and a maximum file size of 5 MB.
FR:097 The user must click on the “Upload Back ID” button to upload the front section of the ID they selected at the previous step. The user must ensure that Back ID upload should be in file formats like PNG, JPEG, PDF and a maximum file size of 5 MB.
FR:098 The user must click on the “Add New Beneficial Owner” if there is more than one beneficial owner associated with the entity and then repeat the same process as above and fill in the required information about the added beneficial owner.
FR:099 The user must click on “Back” in case they wish to go back to the previous page.
FR:100 The user must click on “Save & Proceed” once they have entered data in all the fields.
“Management Information 1” under the KYB module gathers the following information for one (1) individual with responsibility for managing the legal entity listed above, such as an executive officer or senior manager (e.g., Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Managing Member, General Partner, President, Vice President, Treasurer); any other individual who regularly performs similar functions.
The Management information is divided into 2 parts -
● Personal Information
● Address
Under “Personal Information” a user must fill in the following details-
FR:101 The user must enter the full name of the primary contact for the organisation under the “Legal Full Name” field
FR:102 The user must enter their job title under the “Job Title” field.
FR:103 The user must enter their Date of Birth using the date picker
FR:104 The user must enter their national card number or relevant number in the “Social Security Number” field
FR:105 The user must enter their Nationality from the drop down list in the “Nationality” field
FR:106 The “Phone number” field will display the number entered by the user at the time of the registration.
FR:107 The “Email id” field will display the email address entered by the user at the time of the registration.
Under “Address” a user must fill in the following details-
FR:108 The user must enter the first line of their address under the “Address Line-1” field. This field can be alphanumeric. The field can not be empty.
FR:109 The user must enter the second line of their address under the “Address Line-2 (Optional)” field. This field can be alphanumeric. The field is not a compulsory field.
FR:110 The user must select their country in the “Country” field from the drop down menu available.
FR:111 The user must select their state in the “State” field from the drop down menu available.
FR:112 The user must select their city in the “City” field from the drop down menu available.
FR:113 The user must enter their zip code in the “Zip code” field.
FR:114 The user must click on the “Add New Beneficial Owner” if there is more than one beneficial owner associated with the entity and then repeat the same process as above and fill in the required information about the added beneficial owner.
FR:115 The user must click on “Back” in case they wish to go back to the previous page.
FR:116 The user must click on “Save & Proceed” once they have entered data in all the fields.
The above page is the “Review and Submit” section where users can review or edit the information they’ve provided at each step. If they wish to make changes, they can click on “Edit Section” to be redirected to the relevant section
FR:117 The user must click on the “Edit” button in case they wish to make changes to any of the information provided by them in the previous sections.
FR:118 The user must click on “Previous” in case they wish to go back to the previous screen.
FR:119 The user must click on “Save & Proceed” once they are satisfied with the information provided by them in the previous steps.
FR:120 The user must click on “Continue to my Dashboard” once they have successfully completed their KYB
FR:121 The user must click on “Send me the code” to proceed with the pending Mobile verification.
FR:122 The user must enter the 6 digit pin received on the registered phone number via text. The user must make sure -
● Each field accepts only one numeric digit.
● When a digit is entered, the cursor automatically moves to the next field
Portfolio
“Portfolio” section displays the list of all tokens in their portfolio with details such as:
● Token Name & Wallet ID: Displays the name of the token (e.g., ABC Token) and a partial view of the associated wallet address.
● NAV (Net Asset Value): Shows the per-unit value of each token.
● Invested Value: The amount the user invested in each token.
● Current Value: The current market value of the user’s holdings for each token.
● Total Gain/Loss: Displays the total percentage change in the value of the user’s investment since they purchased the token.It shows tokens gain/loss.
● Blocked/Unblocked: Indicates whether the tokens are free to be traded or if they are blocked. The icons show both a locked (red) and an unlocked (green) status with values that could represent the number of tokens or their equivalent value.
● Status: Indicates the trading status of the token (e.g., Open or Closed).
● Action: Provides buttons for user actions such as “Buy,” “Sell,” and “Transfer.”
● If an action button is not visible it means that option is not available.
FR:123 The user must click on the “Search Bar” to search a particular Token by “Token Name” or by “Token Address”
FR:124 The Investor must click on the “Export CSV” to export the list of all the tokens created on the platform in CSV format for offline record-keeping or further analysis.
FR:125 The user must click on “Wallet Address” available under the Token Name for each token, which will redirect you to the Token transaction available on the scan.
Buy
FR:126 The user must click on “Buy” to purchase additional units of the selected token and redirect them to the “Create Order” section.
FR:127 The investor must enter the capital amount they wish to commit for the offering in the “Committed Capital (USD)” field.
FR:128 The investor must enter the Quantity they wish to create an order for in the “Quantity” field.
FR:129 The investor must check the box for the currency they wish to invest in.
FR:130 The investor must “tick” the checkboxes’ available above the “Save & Proceed” button before proceeding further.
Once the investor has successfully moved to the next step by clicking the “Save & Proceed” button, they will be redirected to the next step i.e., Sign & Create.
FR:131 The investor must click on the “Sign” button to open the “Purchase Agreement” where they are supposed to sign the document.
FR:132 The investor must click on the “Previous” button to go back to the previous page.
FR:133 The investor must click on the “Save & Proceed” to move to the next step.
The button will be enabled post the investor has successfully signed the Purchase Agreement.
On clicking on the “Save & Proceed” the investor will be redirected to a pop-up modal where they will see the Preview of the order created displaying the following information -
● Pay with
● Fee
● Total
FR:134 The investor must click on the “Invest” button to confirm and proceed further.
Once the investor clicks on the “Invest” button a pop-up will appear confirming that the order has been completed successfully.
FR:135 The investor must click on “Done” to close the Pop-up modal and will be redirected to the Orders tab to view all the orders including the one just created.
Sell
Sell option would enable the user to sell some or all of their holdings in the selected token.
FR:136 The investor must click on the “Sell” button to sell the tokens they possess on the platform.
On clicking on “Sell” a screen will appear, where they must enter the following information-
● Tokens to redeem
● Price per Token
● Expected Payment
FR:137 The investor must click on the “Confirm” button to make the transaction successful.
After entering the above information the confirm button will become active and the investor will be able to click on it.
Transfer
FR:138 The user must click on “Transfer” in case they wish to transfer the token to a different user.
FR:139 The user must verify the prefilled information on the Transfer screen which are as follows-
● Security Name
● Registered Name
● Registered Email Address
● Wallet Address
FR:140 The user must enter the “New Registered Name”
FR:141 The user must enter the “New registered email Id”
FR:142 The user must enter the “Wallet Address”
FR:143 The user must enter the “Token Quantity” they wish to transfer to the above mentioned wallet address
FR:144 The “Available Balance” shows the number of tokens available with the user that they can transfer.
FR:145 The user must enter remarks if any in the “Enter Remarks Here…” box
FR:146 The user must click on “Confirm” once the above mentioned information is filled.
The “Confirm” button should be activated as soon as the user enters information in all the required fields.
The fields can not be empty.
Orders
The “Order” section lets investors track the details of all orders that they have placed
On the “Orders” page, the user will be able to view the following details for each order:
● Offering Name & Order ID
● Ticker
● Date
● Asset Type
● Amount
● Tokens Bought
● Status
\ ○ Pending
\ ○ Rejected
\ ○ Completed
\ ○ Minted
FR:147 The investor must click on the “Pending” or “Completed” status, they will be able to view the detailed status of the current order, including:
● Subscription Date & Time
● Wallet Whitelisted Date & Time
● Order Created Date & Time
● Payment Received Date & Time
● Minted Date & Time
FR:148 The user must click on the “Search bar” to search for a particular offering by entering the offering’s name.
FR:149 The user must click on “Orders” in case they wish to search the offering from the categories i.e.,Orders or Convert. The user can select the “Orders” basis of their preference.
FR:150 The user must click on “Export CSV” to download the CSV file of the orders placed by the investor for record keeping and further analysis.
Dividends
“Dividends” section lists all the dividends received by an individual against various offering that they hold, displaying following informations:
● Offering Name:
● Dividend per token:
● Yield
● Amount
● Declaration Date
● Distribution Date
● NAV Price
● Payment Type
● Status
● Page Display - Depicting the number of pages utilized to display the complete data
FR:151 The user must click on the “Search bar” to search for a fund by entering the fund’s name.
FR:152 The user must click on “Status” in case they wish to search the offering from the status category i.e.,All, Pending and Complete. The user can select the “Status” basis of their preference.
FR:153 The user must click on “Export CSV” to download the dividend list in CSV format for offline record keeping and further analysis.
Convert
The “Convert” section enables the investors to convert the tokens from the ERC-3643 standard to the wrapped ERC-20 standard, so that they can easily trade the ERC-20 tokens on centralized (CEX) or decentralized exchanges (DEX).
On the Convert page, the user will be able to convert their ERC-3643 tokens to wrapped ERC-20 tokens at a 1:1 ratio.
The user will first need to connect their wallet to the platform.
Once the wallet is connected:
● The user will select the token they wish to convert from a dropdown menu.
● The user will input the number of ERC-3643 tokens they want to convert.
● The corresponding number of wrapped ERC-20 tokens to be received will be automatically calculated and displayed.
● The platform fee, charged in ETH, will also be displayed.
FR:154 The investor must click select the token from the drop down list in both the “You Pay” and “You get” enter panels.
FR:155 The investor must also enter the number of ERC-3643 tokens they want to convert.
After the user inputs the required details, the “Confirm” button will be enabled.
FR:156 The investor must click on the “Confirm” button. Upon clicking “Confirm,” a confirmation modal will appear.
FR:157 The investor must click on the “Confirm” button to give final confirmation after the preview of the information.
After final confirmation, the ERC-3643 tokens will be locked in the contract, and the corresponding wrapped ERC-20 tokens will be issued to the user.
The newly converted ERC-20 tokens will then be available for trading on supported CEX or DEX platforms.
Once the tokens are converted to the ERC-20 standard:
● The cap table will be updated to reflect the change.
● The converted tokens will no longer carry dividend rights, and the investor will forfeit any associated governance or profit-sharing privileges tied to ERC-3643 tokens.
If the user wishes to convert the ERC-20 tokens back to the ERC-3643 standard:
● The user will need to return to the Valuit platform.
● They must undergo KYC/KYB verification and wallet whitelisting.
● Only after these steps will the user be allowed to reconvert their ERC-20 tokens to ERC-3643 tokens.
Voting
The “Voting” section enables the investors to participate in decision-making processes for the offerings they have invested in.
The proposals will be listed with a status of “Upcoming,” “Active,” or “Closed,” based on their start date.
Upcoming: The proposal will display a countdown timer showing the time remaining until voting starts (e.g., “Voting starts in 1 day, 12 hrs, 35 mins”).
Active: Investors can cast their votes, with each token representing one vote.
Closed: Voting results will be displayed, showing the percentage of votes for each option (Yes, No, None), along with details such as voter addresses, voting types, and voting power percentages.
FR:158 The investor must click on the “View” button to view proposals related to the offerings they are invested in. The Investors can click on a proposal to view detailed information, including:
● Proposal Cover Image
● Proposal Description
● Status-Specific Details:
\ ○ Upcoming Proposals: Display a countdown timer until voting begins.
\ ○ Active Proposals: Show voting options (Yes, No) for investors to cast their votes.
Closed Proposals: Display the voting results, including percentages, voter details, and voting power.
FR:159 The investor must click on “Yes”, “No”, or “None” basis at their discretion.
If the proposal is in the “Active” state, the Investor can vote based on the number of tokens they hold.
The voting power of the Investor will be calculated based on their token holdings, using the formula.
Voting Power Percentage = (Investor’s Tokens / Total Voting Tokens) * 100
The Investor’s voting impact will be proportional to their token holdings.
Settings
“Settings” section manages all the setting functionalities under various categories available with the user.
● Profile
● KYB
● Security
● Wallet
FR:160 The user must click on the “Edit Icon” next to the name initial display to add or change the profile picture.
FR:161 The verified ticker next to the profile picture of a user depicts the KYB status.
FR:162 The user must click on “Change Password” if they wish to change the password of their Libertum Platform. On clicking the “Change Password” a pop-up screen will appear which will direct them to enter the old password, new password, confirm the new password and then click on “Save” to change the password successfully.
FR:163 The user must click on “Save Changes” to ensure all the changes are saved before they close the Profile Tab.
“KYB” section under the Settings tab manages all the KYB related functionalities of the user.
This section is non editable and only allow users to view the information/details submitted by them at the time of KYB to Sumsub, which are as follows-
● Main Information
\ ○ Full Name
\ ○ Email ID
\ ○ Mobile No.
\ ○ Date of Birth
\ ○ Identification Document
\ ○ ID Card/ Passport Expiration
\ ○ Occupation/ Sector of Activity
\ ○ Nationality/ Birthplace
\ ○ National ID Card Number
● Wallet Information
\ ○ Provider
\ ○ Date
\ ○ Address
● Nation ID Card - Front & Back picture
● Proof of Residence - Picture of Proof of Residence
“Security” section under the Settings tab manages all the security related functionalities of the user.
FR:164 The user must click on the “Enable” button or “Disable” button to enable or disable the 2FA through the google authenticator application.
FR:165 The user must click on “Verify” button if they wish to verify the Mobile number
FR:166 The “Verified” signals that the selected mode of security has been verified.
“Wallet” section under the Settings tab manages all the wallet related functionalities of the user.
FR:167 The user must click on the “Wallet Connect” to connect their Wallet on the Libertum Platform from the Wallet 3 Modal option.
● The user will be redirected to the various options available in the Wallet Connect option and from there they can select the desired wallet for connection.
● Each wallet option should display the wallet’s name, a representative icon, the wallet address, and the type of blockchain or network it supports.
● The user should see a “Connect” button for wallets that are not yet connected, and a “Disconnect” button for wallets that are already connected.
FR:168 The user must click on the “Metamask Connect” to connect their Metamask Wallet on the Libertum Platform
FR:169 The user can view the connected wallet status from the “My Wallets” sections. The “My wallets” section should list all the wallets the user has connected, including:
● Provider: The name of the wallet provider (e.g., Metamask, Wallet Connect).
● Date: The date and time when the wallet was connected & created
● Status: A status indicator showing whether the wallet is Verified or Unverified
● Action: An “Active” button indicates that the wallet is currently in use.
Only one wallet can be active at a time. If a user has multiple wallets under “My Wallets” and activates a different wallet, the previously active wallet will automatically become inactive.