Notabene

Mick Marrali

Emanuel

Catarina Veloso

Transact [V2]

[V2] Creating Your Sandbox Entity

[V2] Sample account configuration for Travel Rule messaging

[V2] Account linking

[V2] The Status Page

Getting Started

[V2] Transactions

[V2] Responding to Travel Rule Transactions

[V2] Search and Filter Transactions

[V2] Request for Information

[V2] Revert Flow

[V2] Statuses Explained

[V2] Network Profiles

[V2] Integrations

[V2] Network Badges

[V2] Due Diligence Management

[V2] Revert Flow: Outgoing

[V2] Revert Flow: Incoming

[V2] Export Travel Rule Data

[V2] Analytics Dashboard

Transact

[V2] Requirements (TAP)

[V2] Sanctions

[V2] Risk Score

[V2] Assets

[V2] Amounts

[V2] Self-Hosted

[V2] Exceptions

[V2] Counterparties

[V2] Jurisdictions

[V2] Network Policies

Policies

[V2] Entity Information

[V2] Setting Up Your Logo

[V2] Settings: Workspace

[V2] Settings: Webhooks

[V2] Settings: API Credentials

[V2] Settings: Teams

[V2] Member Roles and Permissions

[V2] Document Center

[V2] Due Diligence Questionnaire

[V2] Capabilities: Network Health Monitor

[V2] Capabilities: LEI Monitor

My Entity

[V2] Intermediary Agents

[V2] RoboVASPs

[V2] Legal Entity Identifier (LEI)

Features Explained

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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