Submitting a New Investment
Purpose
An authenticated investor creates and submits an investment commitment for an available fund using an owned, eligible profile. The workflow records the client journey; acceptance, settlement, and final legal or custody state are determined by the owning services.
Actors and Preconditions
- Investor: authenticated and operating an owned profile.
- Fund: available to the investor according to the public site and the fund service.
- Profile: contains the information and reported eligibility needed to begin the flow.
- Services: Investment, Fund, eligibility/compliance, e-signature, and selected funding services are reachable enough to continue their client handoffs.
Main Flow
- The investor opens an available fund and selects the investment action.
- The application selects or verifies the target profile and loads the investment amount/options view. The route guard checks profile ownership and preloads amount options.
- The investor enters the amount and selects the applicable ownership and funding options. Client validation reports incomplete or invalid input; the service determines availability and acceptance.
- The investor completes the electronic-signature handoff for required documents.
- The investor reviews the selected profile, terms, amount, funding method, and signature state.
- If the selected path requires crypto funding, the investor completes the wallet OTP/authorization step and the transfer-progress handoff.
- The investor submits the reviewed commitment. The application displays the confirmation route and can show the investment in the profile portfolio when returned by the service.
Alternative and Recovery Paths
| Condition | Expected behavior |
|---|---|
| The user is not authenticated | Route handling sends the user through the configured authentication flow before protected Dashboard content is available. |
| The profile identifier is not owned | The profile route guard prevents access to the profile-scoped step. |
| Eligibility is incomplete | The investor is directed to the applicable profile, KYC, or accreditation action before continuing when the product reports that action. |
| Amount/options cannot be loaded or validated | The investor remains at the amount step with an error or recovery action; the client must not imply a commitment exists. |
| Signature is incomplete | The investor cannot treat review as a completed legal acceptance until the signature provider/service reports the required state. |
| Crypto authorization or transfer is interrupted | The investor can return to the related investment or wallet flow. Transfer outcome requires service/provider confirmation. |
| Submission response is ambiguous | The application can load or recover unfinished investment work. It must not create an unbounded series of duplicate submissions. |
| Cancellation is requested | The portfolio/investment experience presents the permitted cancellation action. Any approval, reversal, or refund follows separate service rules. |
Results and Boundaries
The user-visible result is an investment confirmation or an actionable recovery state. The dashboard can show returned investment, document, timeline, and vault-lifecycle data. The following require confirmation by the owning service and are not inferred from client navigation: investment persistence, eligibility acceptance, payment settlement, share allocation, fund acceptance, token minting, refund completion, and on-chain finality.