6. How to Set Platforms

The Platforms module is used to integrate and customize third-party platforms (e.g., banks) that manage customer assets and accounts. If an asset or account is assigned to a platform, connecting to that platform is essential to display relevant information, such as balances.

Use Cases

• Switching Between Projects
  Select a project to view or manage its unique financial configurations. If no settings exist, the section displays "No data to display" until configurations are added.
• Cloning Configurations for New Projects
  Use the "Clone from project" feature to copy currencies, transaction sub-types, or account types from an existing project, saving time and maintaining consistency across projects.
• Cloning Currency Configurations
  Clone currency settings (e.g., USD, EUR, USDT, TRX) from a project like Wibroker to a new one (Incur) to avoid manual currency entries, ensuring quick and consistent setup.
• Cloning Transaction Sub-Types and Account Types
  Apply existing configurations by cloning Sub-types of Transactions or Types of Accounts from one project (e.g., Cypress Test Default) to another (Incur), instantly reflecting them without manual input.

To add a new platform:

1. Click the Add Platform button in the upper-right corner of the Platforms module.

2. Enter or select from the drop-down list:

• • • Name: The name of the platform.
    • Label: A unique identifier for the platform. The list will include platforms that are already integrated into CRM.

3. Add the necessary URL(s) and Credentials required to connect to the platform. If you select a label from the drop-down list, the required fields will be automatically populated.

4. Click Save to apply the changes.

To edit a platform:

1. Click the Edit icon next to the platform.

2. You can change the Name and update or add new URL(s) and Credentials (or modify existing values).

3. Click Save to apply the changes.

To delete a platform:

• • Click the Delete icon next to the platform.

Note: You can only delete platforms that have no associated assets. For more information on managing assets, refer to the [Assets section].

2. Viewing Platforms

1. Platforms Page

For instance, we have two existing platforms: “platform” and “Utip” (each card shows a Label and the Project it belongs to, such as “Cypress Test Default”).

The trash icon (for deleting a platform) and the pencil icon (for editing a platform) are visible only if the corresponding user permissions—(platforms.delete) for delete and (platforms.edit) for edit—are set to true.

2. Platform Details

Each platform has fields for Name, Label, URLs, and Credentials.

The example shows Utip with multiple URL fields (like tradingUrl, accountUrl) and credential fields (tradingSecretKey, accountSecretKey, etc.).

3. Linking Assets to a Platform

1. Navigate to “Accounts”

In the Core Banking MS menu, go to Accounts (see your screenshot with the red arrow pointing to “Accounts”).

2. Add or Edit an Asset

Within an account, you can Add asset (e.g., a USDT asset).

A dropdown labeled “Platform” appears.

Select “Utip” (or whichever platform you created).

3. Result

Any balance or transaction related to this asset is now stored on the external platform instead of the CRM’s internal database.

When you perform a deposit or withdrawal, our platform communicates with the platform via API to update balances.

4. Why Use External Platforms?

• External Balance Storage

If you create an asset without selecting a platform, the balance is kept inside our platform.

If you do select a platform (e.g., Utip), the balance is held on that external system.

• Real-Time Transactions

Deposits, withdrawals, or trades happen through the platform’s API, reflecting in the system only after the external system confirms them.

• Flexibility

You can add multiple platforms if needed.

If you require a new integration (beyond Utip), it’s possible to discuss and implement that as well.

5. Example Workflow

• Create a New Platform (Utip)

In Platforms, click Add.

Select Project = “wibroker,” set Name = “Utip,” Label = “utip,” fill in the relevant URLs and credentials.

Click Save to confirm.

• Add a USDT Asset

Go to Accounts, choose an account or create a new one.

Click Add asset, select Currency = “USDT,” Type = “Crypto,” and in Platform, pick “Utip.”

The system now knows that all USDT transactions for this asset are handled externally via the Utip API.

• Perform a Deposit

When depositing funds, our platform sends an API request to Utip.

Utip updates the balance in its own database and returns the new balance info to the platform.

Key Points

1. Project‐Based: Each platform is tied to a specific project.
2. Credentials & URLs: Proper configuration is critical for correct API communication.
3. External Balances: Assets linked to a platform are managed externally—our system simply reflects the external system’s data.
4. Transactions via API: Deposits, withdrawals, or other actions go through the platform’s API, not internal DB.

In summary, the Core Banking Platforms function allows you to add, edit, and manage integrations like Utip so that asset balances and transactions occur on an external platform rather than within the CRM itself. By configuring Name, Label, URLs, and API credentials, you enable real-time interaction between your chosen platforms, ensuring seamless and secure transaction management.