Reference

Use Reference to find contracts, fields, state values, administration procedures, and protocol explanations.

Glossary and roles

• Platform operating model
• Legacy technical permissions
• Technical labels in the legacy permissions matrix are not business role definitions and do not establish permission equivalence.

Business rules

• Global business rules
• Quality and controls

Data models

• Data model index
• Offer
• Profile
• Investment
• Wallet
• Funding Source
• Transaction
• EVM Contract
• Crypto Wallet
• Document and notification records

State lifecycles

• State lifecycle index
• Offer status lifecycle
• Investment status lifecycle
• Payment lifecycle
• KYC lifecycle
• Accreditation lifecycle
• Wallet and transaction lifecycles
• Notification lifecycle

Services and integrations

• Interfaces and integrations
• Platform services
• Regulatory Compliance Engine
• Investment Process Management
• Integrated Wallet Solution
• Distribution and payout service
• Services and integration ownership

Admin guides

• Platform administration guide
• Offers, profiles, investments, and communication modules
• Administration workspace
• Django administration guide
• Platform administration

Tokenization concepts

• Protocol architecture
• Protocol mechanics
• Tokenization protocol
• Tokenization lifecycle
• Legal binding
• White-label platform

Evidence sources

Subject	Source locator	Evidence boundary
Public investment site and dashboard behavior	webdevelop-platform/apps/invest and webdevelop-platform/apps/dashboard	Client routes and rendering are implemented there; server persistence, authorization, provider completion, and deployment require owner verification.
Route and screen coverage	webdevelop-platform/apps/invest-docs/docs/reference/coverage.md	Source route evidence, not proof of a deployed route.
Fund-management procedures	webdevelop-platform@daf2f4bdc52a114b76e43c95d6c2844b73fdef00:apps/tahoe-docs/docs/fund-manager	Issuer and Administrator procedures.
NAV records and pricing boundary	webdevelop-platform@daf2f4bdc52a114b76e43c95d6c2844b73fdef00:apps/tahoe-docs/docs/fund-manager/fund-detail/nav-management.md:9-70 (NAV Records, Record NAV, Recorded NAV And Finalized Dealing NAV)	Recorded NAV supports display and reporting. Investment-specific fulfillment pricing remains a separate operation.
Subscription fulfillment and redemption custody	webdevelop-platform@daf2f4bdc52a114b76e43c95d6c2844b73fdef00:apps/tahoe-docs/docs/fund-manager/fund-detail/investment-management.md:9-69 (Subscriptions, Pending Share Issuance, Redemptions, Claimable from Vault)	Fund-owner signing and Investor claims remain distinct operations.
Investor distribution read model	webdevelop-platform@daf2f4bdc52a114b76e43c95d6c2844b73fdef00:apps/invest-docs/docs/dashboard/distributions.md:17-43 (Normal flow, Statuses and recovery; source revision a962f26c9abb15b0264d69c700d0d5d4eb8b1107)	The Investor page reads distribution records. It does not initiate payout or prove provider settlement.
Distribution execution	Distribution and payout service, Capability A: Periodic Distribution (Batch Model) Lifecycle	The distribution service governs calculation and payout details.
Wallet-funded investment completion	wallet-api@8fa073a23f162f42e5d495e0c77d666259d26dde:internal/app/worker/webhooks.go:267-269	The wallet worker sets investment funding to settled when the linked investment transfer completes. This wallet rail does not require an offer-close step in that worker path.
Service contracts and server behavior	Owning API repositories and versioned contracts	Those contracts govern authorization, persistence, side effects, and recovery.
Regulatory obligations	Approved compliance and legal documentation	Compliance owners govern applicability, evidence, records, and updates.