sonam-jo
commented
2 days ago @kattylucy added some more details
Section 1: Pool Structure
- Users should be able to see
Revolving poolandStatic pooloptions but Revolving pool should be auto-selected. User should not be able to select Static pool yet. - Below are the definitions to be added for the tool tips within tranche structure
Single tranche:
This pool will only have one investment class where all investors share the same level of risk and return.Two tranches:This pool will have two classes. Senior tranche which has priority in receiving returns. And Junior tranche which is the last to receive returns (after Senior tranche obligations are met) but receives higher yield as compensation for the higher risk.Three tranches.This pool will have three classes. Senior tranche is the safest tranche with priority in repayment. Mezzanine tranche has intermediate risk and receives payment after Senior tranche obligations are met. Junior tranche which only receives returns after both Senior and Mezzanine tranches are paid. - Please do not include
Tokenization modelsection for now - Within Asset setup, the user should only be able to select USDC, but still make the other two currencies (USDT and DAI) visible with coming soon.
- If the user selects Single tranche, then only Tranche 1 should show up. If they select two or three, then Tranche 2 and Tranche 3 should auto populate.
- Within Tranches, we will now provide additional options for APY. Target, 7 day, 30 day, 90 day, Year to date and Since inception. Whichever option is selected for Tranche 1, those have been auto-selected for Tranche 2 and 3. These yields will also need to be calculated and will be visible on the Landing and Overview pages. In the Overview box in the Overview page, we will highlight what type of APY was selected.
Section 2: Pool details
- Landing page description is currently max 100 characters. Does that ensure the description does not run into 3 lines on a laptop view? Otherwise we can trim it to 90 characters.
- Service providers are not mandatory, but if the user selects a service provider they HAVE to provide the
Name of provider
Section 3: Pool setup
- Security requirement is new. When the user selects
Singlewe only show one box for wallet address. When multi-sig is selected, we show two boxes and the CTA to Add another. Configuration change thresholdwith 1 out of X managers, where X is the number of wallets the user has added in the above section. That should be auto calculated.- For Pool delegates, the functionality is the same but we are more explicitly calling out originate/invest in pool so there shouldn't be additional tech work.
- Same for Fee setup, no changes there but we will auto fix Protocol fees on the top
- For investor onboarding, below are the definitions for the tool tips
Centrifuge onboarding:
Investors will go through the Centrifuge onboarding provider, Shuftipro, before they can invest in your pool.External:You can select the provider you want to KYC/onboard your investors.None:You can directly whitelist the addresses that can invest in the pool. - Note the option to upload subscription documents and tax documents checkbox should only show up if Centrifuge onboarding is selected. Not for the other two.
Top Progress section
- Whichever page the user is on, that bubble will be highlighted in yellow
- When all mandatory information has been completed and the user moves to a different section, the bubble should change to green. If all the mandatory information has not been completed, and the user moves to a different section, the bubble remains grey. The Create pool CTA should be grayed/disabled until all mandatory information across the 3 sections has been filled.
After clicking Create pool
- User should see a notification with two CTAs Close: the notification remains open until the user clicks this See proposal: direct them to the relevant https://gov.centrifuge.io/ page where the proposal is created
Part of the redesign project. Here are the designs for Creating a new pool: https://www.figma.com/design/ng7qdNcSCXSDA6ZUdWIs6u/Pool-Overview%2F-Pool-Detail?node-id=3492-508&node-type=canvas&t=SzkFDzqaCS5Gz1Fa-0
Main Changes
Instead of a single long page, we will break down the pool creation into 4 sections:
When in progress, it should be filled with the yellow (FFC012)
When all information has been completed and have moved to the next item, it should change to green
In Pool Structure: It will not be possible to choose which chain to deploy to. Therefore exclude from MVP
In Pool details, under Service Providers. The user can select the type of Service provider. If one does not exist, you can give the option to create a new one.
NB: If this is too much work, please exclude this. We can add later in a feature.
Part of Pool Setup, We will be adding the "Investor Onboarding Section", which is currently not in the pool creation flow. Here will give the options that are presented if the user were to edit the Pool configuration. It will now be in the initial pool creation flow.