Eleanor Whitfield Policy Administrator

Policy Setup Workbench

Seeded demo data

One place to bring a vault from draft policy to activation — completion, blockers, and readiness derived by the Policy Application.

Vault detail Edit eligibility criteria
FI
Vault
Policy version
setup_status IN_PROGRESS
policy_setup_allowed TRUE
vault_readiness_status NOT_READY

Wallet readiness

wallet_mapping_status · UNMAPPED

Blocking
Asset sub-wallet
Not provisioned
RLUSD sub-wallet
Not provisioned
Missing fields
custody_account_ref asset_wallet_ref rlusd_wallet_ref settlement_route

Provisioning is requested from the vault detail page and fulfilled by BNY. WALLET_NOT_PROVISIONED

BNY Nova · Ripple Custody

Readiness placeholder — not live in this environment

Future capability
Nova tenant
Provisioning scheduled
Ripple Custody
Not connected
Mock endpoints
Active — canonical contract

Statuses shown for planning only; they do not gate policy setup and are non-blocking for activation readiness in MVP.

Policy version v0.4

policy_version_id · PV-2026-01121

Draft
Status
Draft — editable
Author
Priya Nair
Created
08 Jul 2026 14:12 UTC
Last edited
13 Jul 2026 17:05 UTC
Effective from
— (set at activation)
Edit criteria

Submit is available to Policy Author once blockers clear; activation requires Policy Administrator approval (you).

Reference data freshness

Snapshot SNAP-20260715-0400 · whitelists and jurisdiction pick-lists are sourced from these sets

1 stale set
Data set Freshness Last refresh (UTC) Records Impact
Buyer / obligor registry Fresh 15 Jul 04:00 1,412 —
Supplier registry (C2FO) Stale — 16 days 29 Jun 04:00 3,087 REF_DATA_STALE supplier whitelist editing is blocked
Jurisdiction reference Fresh 15 Jul 04:00 64 —
Fee framework catalogue Fresh 14 Jul 04:00 3 —
Refresh is performed by the Servicer ingestion pipeline; the console never edits reference data directly.

Rule-family completion — v0.4

6 of 8 families complete · 1 incomplete · 1 blocked

6/8
Rule family Status Configured value
Allowed DA types Complete SC-DA Open →
Eligible currencies Complete USD (one or more permitted) Open →
Tenor rules Complete Min 15 days · Max 120 days Open →
Buyer / obligor whitelist Complete 18 obligors selected Open →
Supplier whitelist Blocked 0 suppliers selected · REF_DATA_STALE Open →
Jurisdictions Incomplete Applicable US · Buyer/obligor US, CA · Supplier not set Open →
Minimum all-in discount APR Complete 6.75% Open →
Fee display framework Complete Standard fee display v2 — all-in economics Open →

Blockers

Everything standing between this vault and activation, with the owning role

4 activation-blocking
Severity Blocker Impacted area Owner role Blocks activation Required action
Critical WALLET_NOT_PROVISIONED Wallet readiness BNY Operations Yes Provision asset + RLUSD sub-wallet pair
Critical RULE_FAMILY_INCOMPLETE Supplier whitelist Policy Author Yes Select at least one supplier from the refreshed registry
Warning REF_DATA_STALE Supplier registry (C2FO) Servicer Operations Yes Refresh registry snapshot (last 29 Jun 04:00)
Warning JURISDICTION_SET_INCOMPLETE Jurisdictions — supplier Policy Author Yes Select supplier jurisdictions
Info CUSTODY_TENANT_PENDING BNY Nova custody (future) BNY Operations No None — tenant provisioning scheduled by BNY
Blockers are re-derived on every change; clearing them updates activation readiness automatically.

Activation readiness

Derived by the Policy Application — never editable

BLOCKED 4 activation-blocking items outstanding · evaluated 15 Jul 2026 14:35 UTC against snapshot SNAP-20260715-0400
✕
Sub-wallet pair provisioned & mapped
WALLET_NOT_PROVISIONED
✕
All 8 rule families complete
Supplier whitelist and jurisdictions outstanding
✕
Reference data fresh
REF_DATA_STALE — supplier registry
Draft submitted for review
Available once blockers clear
FI approval by Policy Administrator
Follows submission
✓
Custody readiness (future capability)
Non-blocking in MVP — placeholder tracked for go-live
Possible states
READY READY_FOR_REVIEW BLOCKED STALE_DATA ACCESS_DENIED ERROR

Vaults in setup

Rule families complete, of 8

Alden Receivables SC 6
Northgate BCR Programme 8
Foxton TD Receivables 3

Switch vault in the context bar above to work on another setup.

Audit summary — VLT-00335 Last change: P. Nair updated criteria draft v0.4 · 13 Jul 17:05 UTC 14 audited events this month · 0 failed access attempts Full audit trail →

Mockup for stakeholder review · seeded demo data only · all figures fictional · scoped to FI-00417 Meridian Capital Partners