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Submitting a New Investment ​

Goal: To guide a verified investor through the multi-step process of making a financial commitment to an Offer, resulting in a CONFIRMED or LEGALLY_CONFIRMED investment.

Actor: Investor

Steps ​

  1. Initiation: An Investor browses to a published Offer on the Explore page and clicks "Invest."

  2. Eligibility Check: This triggers the Investment Process Management service, which first calls the Regulatory Compliance Engine to confirm the investor's Profile is eligible and onboarded to invest in this Offer based on its regulation type.

  3. Amount & Ownership & Funding: The Investor is guided through the investment process.

    • They specify their investment amount, and the RWA Tokenization Engine validates that enough shares are available.
    • They then chooses the profile they would like to invest with. Regulatory Compliance Engine prevents selection of non-eligible profile.
    • The Investment Process Management service calls the Integrated Wallet Solution to present the Investor with their available payment options. The Investor selects a method and authorizes the payment.

  4. Legal Agreement: The Investment Process Management service calls the Electronic Signature Service, which presents the legal agreements for the Offer. The Investor signs the documents electronically.

  5. Final Submission: The Investor reviews a summary of their commitment and clicks "Submit."

  6. Outcome: The Investment Process Management service changes the Investment status to CONFIRMED. This action signals the RWA Tokenization Engine to immediately book the shares, incrementing the Offer's subscribed_shares count. If the investor was already fully verified, the status then moves to LEGALLY_CONFIRMED and the payment transfer is initiated. The investment now appears in the Investor's portfolio on the Investor Dashboard.