Asset Designer

Open the asset designer

Click Asset designer in the sidebar under Asset management to open the Asset Designer wizard.

The wizard runs as a routed flow under /asset-designer. Each step has its own URL, so browser Back and Forward move between Asset Designer steps instead of leaving the flow. If you refresh the page while creating an asset, the wizard restores your in-progress values and returns you to the current step in the same browser session.

If you use DALP navigation to leave the /asset-designer wizard after manually choosing an asset class, selecting a template, entering an asset name or symbol, choosing a compliance template, or setting initial permissions, DALP asks you to confirm before discarding the wizard state. After a successful deployment, confirmed in-app leave, or sign-out, the saved wizard state is cleared.

Select asset class

Choose the asset class that matches your security type. DALP shows only classes that have at least one usable published template. Choosing a different class clears the previous template selection, template-specific metadata, and feature inputs so stale values do not carry into the next asset.

Select instrument template

Choose the published instrument template for the asset you want to create. The wizard shows the required features and compliance options attached to each available template. Required features are token behaviors the selected template attaches during deployment, not optional choices you remove during issuance.

If a template needs a prerequisite token that is not available in your tenant, the template card stays disabled and names the missing prerequisite. Use the card action to create the needed token or register an existing external token, then return to the wizard and select the template after the prerequisite is available.

Review template-required features

Instrument templates can include Required features. When a template has required features, the Asset Designer shows them as badges during template selection. The deployed asset inherits those token-level behaviors from the selected template, then asks for additional inputs only for the badges that need configuration.

Template-specific fields and defaults

Selecting an instrument template can prefill feature settings and metadata values in the wizard. The Asset Designer clears feature-specific values from the previous selection before applying the new template, so switching templates does not carry old maturity, yield, fee, or conversion inputs into the next asset.

Templates can also add metadata fields to the follow-up details step. These fields can be text, number, date, enum, ISIN, or address inputs. Required metadata fields must be filled before the wizard continues.

Template defaults are applied when you select the template.

For required-feature badges, fields that are fixed by the template can remain hidden while still being submitted with the asset configuration.

Template feature settings that are not part of the template's required features can seed the wizard, but they are not submitted as standalone feature configurations.

Prerequisite tokens

Some required features need an existing token before the template can be selected:

The prerequisite check looks at tokens and registered external tokens in the tenant. It only decides whether the template can be picked. The contract and deployment workflow still validate the selected token addresses and feature settings when you submit the asset.

Self-contained required features

These badges do not add a follow-up configuration step from the required-feature badge itself. Use the token feature catalog for the canonical behavior reference.

Current self-contained badges include Historical Balances, Voting Power, Permit, Transaction Fee, Transaction Fee Accounting, Fixed Treasury Yield, and Conversion Minter. Transaction-fee badges only create non-zero fee behavior when the template supplies fee settings; Fixed Treasury Yield only creates a configured yield schedule when the template supplies yield settings.

Configurable required features

These badges show follow-up inputs in the Asset Designer after template selection. Use the token feature catalog for canonical feature behavior; this table only lists the extra guided inputs.

Configure asset basics

Enter the core asset properties. The Asset Designer shows live character counters below text inputs and checks these values before you can continue, so use values that describe the exact instrument you intend to deploy.

When the symbol field is empty, the wizard suggests a symbol from the asset name. A one-word name uses the first five letters, a two-word name combines the beginning of both words, and longer names use an acronym. You can replace the suggestion before continuing.

Most asset classes also take a base price and a pricing currency here. Use the Currency picker next to the base price to choose the fiat currency the price is quoted in. Type in the search box to narrow the list. The picker matches by ISO 4217 code, currency name, and country name, so you can find a currency without knowing its code. Searching Malaysia or Malaysian Ringgit, for example, finds MYR. Matching ignores case and accents, and each option is labelled Currency name (CODE) so you can confirm the right one before you select it. The picker offers a curated set of pricing currencies rather than the full ISO 4217 list.

Maturity-bearing assets such as bonds are priced against their denomination asset, so they do not show the base price and currency fields in this step.

When DALP shows an availability status, it is based on the selected asset type, name, symbol, and decimals together. Changing any of those values clears the previous result and starts a new check. The same changes update the asset summary that you review before deployment. If the new status says the combination is unavailable or the check cannot complete, update the basics and wait for the status to show that the asset can continue.

Configure asset details

Complete the template-specific fields shown by the wizard. DALP inserts the details step only when the selected template exposes configurable required-feature inputs or metadata fields. Templates without input fields skip directly to pricing.

For a precious metal asset, this step records the metal metadata and metal terms: metal type, optional purity grade, optional vault location, optional custodian, weight unit, and weight per token. Price currency and base price are part of the asset basics. Use these fields to describe the tokenized metal program; keep assay certificates, storage receipts, insurance documents, and other backing evidence in your external operating records or token document uploads.

Enable compliance modules

Select which compliance rules to enforce on your asset. These modules are enforced automatically on-chain for every transfer.

If you select a compliance template, the asset must submit every control declared by that template. DALP rejects the deployment when the template controls are missing from the final configuration or when a country allow list has no countries selected, because an empty allow list would block every transfer.

For more details on compliance modules, see the compliance overview.

Set initial asset permissions

Confirm which wallets should receive asset-level roles when DALP deploys the token. The wizard keeps your connected wallet in the permission list with the Admin, Governance, Supply Management, and Emergency roles, and you cannot remove your own entry. Together these let you run the first operating steps yourself after deployment: Emergency authorizes unpausing the asset, and Supply Management authorizes minting the first supply.

Use Add permission to grant another wallet one or more asset roles before deployment. Current asset-level roles include Admin, Custodian, Emergency, Funds Manager, Governance, Sale Admin, and Supply Management. Add only the roles each wallet needs for its first operating step.

Review and deploy

Review the selected template, asset details, compliance controls, and initial permissions on the summary page. The summary also lists the token-feature settings you configured, grouped under the instrument template, so you can confirm them at the last checkpoint before the transaction goes out.

For a convertible note, this includes the conversion settings: the conversion target token, the conversion denomination asset, and the conversion discount (shown as a percentage). Confirm the conversion settings here, because they decide how holdings convert and are the riskiest part of the configuration to get wrong.

When ready, click Deploy and authenticate with your PIN or OTP to submit the transaction.