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Cancelling a Submitted Investment ​

Goal: To manage the process of an investor requesting to cancel a submitted investment and an administrator actioning that request.

Actors: Investor, Platform Administrator

Steps ​

  1. Request: An Investor navigates to their portfolio on the Investor Dashboard, views a CONFIRMED or LEGALLY_CONFIRMED investment, and initiates a cancellation.

  2. Confirmation: The Investor provides a reason and confirms their request. The Investment Process Management service changes the Investment status to CANCELLATION_REQUESTED. The Notification Service sends a confirmation email to the Investor.

  3. Admin Review: The request appears in a queue in the Administration Panel. A Platform Administrator reviews the investment details.

  4. Admin Decision: The Administrator "Approves" or "Denies" the request.

  5. Outcome: If approved, the Investment Process Management service changes the Investment status to CANCELLED_BY_MANAGER, triggers the refund logic, and informs the RWA Tokenization Engine to release the shares. If denied, the status reverts to its previous state. In both cases, the Notification Service informs the Investor of the outcome.