Settlement Intent
See whether the money, the asset and ownership have all arrived.
Agree what completion requires
Define who is paying, who receives the asset, the amount, the deadline and the confirmations required. Give your teams and providers the same expected outcome before instructions are sent.
Follow both sides of the trade
Track payment and delivery separately, using confirmations from the providers handling each action. An instruction being sent is a progress update; the required confirmation establishes what actually completed.
Resolve what is outstanding
When one side completes and another is delayed, preserve the confirmed work and show the remaining obligation. Give operations an owner, supporting information and a permitted next action to investigate or resolve the gap.
THE SETTLEMENT JOURNEY
From settlement conditions to confirmed outcomes
Follow a transaction from agreed payment and delivery terms to the final checks. Each step makes clear what your team needs to know before the transaction can be considered complete.
Put the asset, amount, buyer, seller, currency and deadline into one instruction. State the delivery conditions so every provider and operating team works toward the same outcome.
Settlement instruction
Created- Asset
- 1,000 example units
- Payment
- €100,000
- Parties
- Example buyer and seller
- Deadline
- Agreed by both parties
This illustrative transaction exchanges 1,000 units for €100,000.
Illustrative product view
Common Questions
Define the conditions for your settlement workflow
