User Guide
Configuration, Registration, KYC
This topic describes the initial configuration for the DTCC Capital Markets Platform platform.
Platform Configuration
The following table outlines required values for platform configuration:
| Value | Comments |
|---|---|
| client_id | DTCC Digital Assets provides this value. |
| client_secret | DTCC Digital Assets provides this value. |
| username | The registered user provides this value through email. An email confirmation validates that value. |
| password | The registered users create this value and validates it through an email confirmation. |
Correct value parameters:
- Scope parameter: email openid profile roles securrency.exchange securrency.finance
- Token:any
- wallet:any
- identity.kyc
- identity.public
- identity.admin
- grant_type parameter should be set to a static value of password
System Wallet
Your system wallet must have sufficient network tokens for "gas fees," for example XLM or ETH (depending on the network).
To confirm:
- Log into DTCC Capital Markets Platform as a Super Admin
- Under the System Context menu, select "Manage Wallets"
- Confirm that system wallets are funded
See Wallet Types for a description of all Wallets that Capital Markets Platform accepts.
User Registration
All new users must register following the instructions below, then be approved by their organization's Administrator (see Administration Approval).
To register with the DTCC Capital Markets Platform Platform ("Capital Markets Platform").
Go to https://portal.demo.cmp.dtcc-da.com
Click the "Register" button and complete the online registration form
The system will generate a confirmation email Note: The confirmation email will generate from the @securrency.net or @dtcc-da.com domain. Ensure that you have unblocked these email domains from your email client's spam filters.
From your confirmation email, click the link to confirm your registration
After clicking on the link, your email is confirmed
Click "Back to app" to return to Capital Markets Platform
Confirming Your Identity
Once you have completed registration, you must confirm your identity through Capital Markets Platform.
Go to https://portal.demo.cmp.dtcc-da.com/login
Click "Login"
Select the "Confirm Identity" tile from home dashboard
Click "Begin Verification"
Complete the Provide Personal Information (User Information) online form. Ensure you select the policy checkbox. After completing all fields, click "Next" Caution: Only enter dummy data for your address, birthday, document ID, or Tax ID if you are verifying your identity in demo environment. Do not enter your actual personal information.
Complete the User Address online form, then click "Next"
Upload the front and back images of your identification document on the User Document tab
Enter your Tax Information on the User Tax Data tab
Use the integrated camera in your device to take a "selfie" photo. Click on "Take Photo" when you are ready to take the picture. Click "Reshoot" to recapture the picture (if desired), then click "Next" to confirm the photo
Review your information on the Review Submission tab, then click "Submit"
The confirmation screen displays initiation of your verification process
Administrator Approval
This topic describes the KYC Administration approval process for new users in Capital Markets Platform.
Administrators are super users within your organization who can approve user access to the Capital Markets Platform. Administrators must approve new users before they can complete their registration process.
To approve a new user:
Log into the respective identity site with your Administrator credentials:
Click the filter icon in the email column, then enter the new user email address in the search filter box.
Click on the dropdown caret to view the user's information, verifying that the KYC Status and AML Status are confirmed.
After the Administrator approval of the new user, log out and log back in to complete the registration process.
