Conducting transfer operations

Transfer operations Introduction

PrimeVault acts as the central hub/point of control for your digital asset operations, tracking, and monitoring across centralized and decentralized venues. Transfers, or moving assets between venues is one of the most critical operations.

How to conduct a transfer

• Understanding your transaction dashboard

• Conduct a Transfer

• View Transfer Details

• Approve a Transfer

Understanding your transaction dashboard

1. The transaction dashboard lets you access operations such as transfer, trade and create custom transactions

2. You can filter between various transaction types based on filters provided. You can also click on each transaction to view transaction details

   1. Incoming Transfer: Assets moving from external wallets to your vaults

   2. External Transfer: Assets moving out from your vault to external wallets (whitelisted only)

   3. Internal Transfer: Assets moved internally between vaults (or exchange accounts)

   4. Limit & Market Trade: Cross-chain and same-chain swaps using Smart Trade product - as market orders or limit orders

   5. Contract Call: Transaction with DeFi apps for operations such as swaps, staking, lending, etc.

   6. Token Allowance: Authorizing approvals on dApps that may have special pre-requirements for interacting with dApps

   7. Gas Refills: Log of all conversions from stablecoins to gas tokens across wallets and vaults to enable transfer/trade operations

   8. Custom Transactions: Custom messages to be signed by your organization for interacting with specific smart contracts or other operations

Conduct a transfer

1. Click on ‘+ Transfer’ on the Transactions dashboard, a popup will appear on the right

2. Follow the following steps to submit a transfer:

   1. Select the 'From Vault' where you would like to transfer assets from

   2. Select the Asset (and Chain) you would like to transfer

   3. Enter the amount you would like to transfer. $ value of the asset is displayed based on the amount

   4. Select ‘To Address’ where you would like to transfer the assets to

   5. If you would like to schedule a transfer, select the option and enter the time (UTC format) and the date for the transfer

   6. Press Next

   7. After reviewing your transfer details; press submit for approvals

View transfer details

1. You can view transfer details, by clicking on the transaction in the transaction dashboard

2. You will be able to view the team member who has requested the transfer; transfer details and approvals remaining for the successful execution of the transfer

3. You will be able to view how much a transaction is exceeding the limit (as per your policy)

Approve a transfer

1. As per your organization's policies, you will be able to view who has requested the transfer; transfer details, and approvals remaining for the successful execution of the transfer

2. You will be able to view how much a transfer is exceeding the limit as per policy

1. Slide right or press Reject - to approve or reject the transfer

2. The process will require FaceID for the approval to go through

3. Once approved, you can view transfer details from the transaction dashboard

Creating a Custom Transaction

1. Select the 'From Vault' and chain where you would like to create the custom transaction

2. Input the custom message that you would like to deploy and send for approvals across your organization

3. If your custom message interacts with a contract - input the address

4. Submit for approvals across your organization

Note that transactions that fail to collect approvals within 6 hours of creation are automatically declined by the system.