SAFE

Stakeholder Registry

👋 Objective

·       Create a new 'Transaction Tracker’ feature within the existing SAFE application.

·       Allow QPDs (and Custodians with QPD access) to submit requests for pledges and withdrawals. Once submitted the pledge request will follow a workflow until Treasury approves or Cancels the request. If approved, the request will become a pledge or withdrawal.

·       Create new user roles for Custodians (and Custodians with QPD access) to access SAFE.

·       Allow Treasury users to approve, edit, or deny requests for pledges and withdrawals.    

 Out of Scope

• Agreements

  • Generation/creation

  • Treasury can save document uploads to each QPD

• User Authorization Form

  • Treasury would like logic added to SAFE for User Authorization, this is outside of the scope of this project but needs to be quoted separately.

• Custodian Transfers

  • Treasury would like logic added to SAFE that would require Custodians to attach receipts to open/active securities when a Custodian Transfer is completed on the Admin portal. This is outside of the scope of this project but needs to be quoted separately.

⏲ Timeline

Project Timeline: November 1st 2023, Test Environment

Sites

Test:

Production:

Test Credentials

⏲ Change Management