SettleMint
User guidesAsset creation

Create an asset in the console

Deploy a new tokenized asset with the Asset Designer wizard in the web console.

Creating an asset in the DALP console deploys a new tokenized security through the Asset Designer wizard. This guide is for operators using the web interface. If you need to automate the same workflow, use the API guide for asset creation.

The Asset Designer wizard guides you through selecting an asset class, choosing a published instrument template, configuring any template fields, and enabling compliance modules.

Common use cases:

  • Bond issuance - Create fixed-income securities with maturity dates, coupon payments, treasury funding, and redemption controls
  • Equity tokenization - Issue shares with voting rights and dividend distribution
  • Fund launch - Create investment fund units with NAV tracking
  • Stablecoin creation - Deploy collateral-backed stable value instruments
  • Deposit certificates - Tokenize bank deposits or cash equivalents
  • Precious metal tokenization - Configure metal-backed assets with weight, purity, storage, and valuation fields
  • Real estate fractionalization - Divide property ownership into tradeable fractions

Prerequisites

  • Asset manager role - You must have the Asset manager role assigned on the system access manager
  • Completed onboarding - Your account must be fully onboarded with a verified identity
  • Wallet setup - Your wallet must be configured with PIN or OTP verification
  • Instrument template available - A published instrument template for your desired asset class must be available and backed by a usable token factory

Asset types

The platform supports seven asset types organized into four classes:

Asset classAsset typesDescription
Fixed IncomeBondDebt securities with maturity dates and fixed payments
Flexible IncomeEquity, FundVariable return assets like shares and investment funds
Cash EquivalentStablecoin, DepositStable value assets pegged to fiat currencies
Real World AssetPrecious Metal, Real EstateTokenized physical assets and property ownership

Steps

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.

Asset designer button in sidebar

Select asset class

Choose the asset class that matches your security type. DALP shows the published instrument templates available for that class.

Asset class selection

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.

Instrument template selection

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.

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.

FeatureAsset Designer asks for
Maturity RedemptionMaturity date, denomination asset, face value, and redemption treasury.
AUM FeeManagement-fee basis points and recipient settings.
External Transaction FeeExternal fee token, absolute mint, burn, or transfer fees, and recipient settings.
ConversionTarget token, denomination asset, discount, conversion window, debt handling, and related rules.

Features versus compliance modules

Required features define what the token can do. Self-contained badges are inherited directly from the template; transaction-fee badges only create non-zero fee behavior when the template supplies fee settings. Configurable badges add feature-specific inputs to the guided setup. Compliance modules define who may hold, transfer, mint, or redeem under your policy.

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.

FieldWhat to enter
NameFull asset name, up to 50 characters, such as "Acme Corporate Bond 2025".
SymbolTrading symbol using uppercase letters and numbers. The field accepts up to 12 characters and suggests 3-12 characters for market-style use.
DecimalsDecimal precision from 0 to 18. Use 18 for standard ERC-20-style precision, 6 for USDC-style precision, or 0 for whole units only.
JurisdictionCountry for the asset's regulatory jurisdiction. DALP submits this as an ISO 3166-1 numeric country code.

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.

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.

Asset basics form

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.

Enable compliance modules

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

ModuleDescription
Identity verificationRequires both sender and recipient wallets to have a verified OnchainID with valid compliance verifications (e.g., KYC, accreditation). Wallets without verified identity cannot send or receive the asset.
Country allow listOnly wallets with an OnchainID issued in specified countries can hold the asset. Use for securities restricted to certain jurisdictions.
Country block listWallets with an OnchainID from blocked countries cannot hold the asset. Use for sanctions compliance or regulatory restrictions.
Address block listExplicitly block specific wallet addresses from holding or transferring the asset, regardless of their identity status.
Investor count limitCaps the maximum number of unique wallet addresses that can hold the asset. Useful for private placements with regulatory investor limits (e.g., Reg D 99 investor cap).
Time lockEnforces a minimum holding period before the asset can be transferred. Investors must hold for the specified duration after receiving units.
Transfer approvalRequires an authorized approver to manually approve each transfer before it executes. Use for securities requiring transfer agent oversight.
Collateral requirementRequires sufficient collateral backing before minting new units. Validates only minting operations, not transfers.

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.

Compliance modules selection

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 Admin and Governance roles by default, so the final review can continue with a manageable asset.

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 the first operating step after deployment, such as unpausing the asset or minting the first supply.

Review and deploy

Review the selected template, asset details, compliance controls, and initial permissions on the summary page. When ready, click Deploy and authenticate with your PIN or OTP to submit the transaction.

Summary and deploy

After deployment

Once the transaction confirms:

  • Your new asset appears under Asset management in the sidebar, listed under its asset class (e.g., Fixed income > Bonds)
  • DALP grants the initial asset roles you reviewed in the permissions step
  • Pricing and classification verifications are issued to the asset's identity
  • The asset is paused by default - transfers and issuance are disabled until activated

Activating the asset

New assets are created in a paused state to allow for review and final approvals before going live. This gives compliance teams a review point before any units are issued.

To activate the asset:

  1. Navigate to the asset detail page under Asset management in the sidebar
  2. Click Manage Asset and select Unpause

Manage Asset menu with Unpause option Unpause form

  1. Authenticate with your PIN or OTP to confirm

Required role

Only users with the EMERGENCY role for this asset can unpause it. Contact your administrator if you don't have the required permissions.

Once unpaused, authorized users can begin issuing the asset to investor accounts.

Troubleshooting

IssueSolution
Create Asset button disabledVerify you have the tokenManager role assigned
Instrument template not availableUse Select instrument template to choose a published template for the chosen asset class, or ask an administrator to publish one backed by a usable token factory.
Deployment failsEnsure wallet has sufficient gas and wallet verification is configured
Missing template feature inputsConfirm the selected published instrument template is linked to a usable token factory and includes the required feature configuration.
Missing compliance optionsUse Enable compliance modules to confirm the needed compliance rules are selected and configured for the asset. If you selected a compliance template, every required control must appear in the final configuration.
Empty country allow listAdd at least one allowed country, remove the country allow-list control, or choose a different compliance template. An empty allow list blocks every transfer, so DALP rejects it before deployment.

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