Token Lifecycle & Corporate Actions Agent
Maintains the authoritative lifecycle record for token holders, rights, and issuer events.
Runs the issuer's event calendar for tokenized instruments, mint through final redemption. On a coupon date or a migration, it freezes record-date positions, computes entitlements, and keeps chain, registrar, paying agent, and books in agreement before the event closes.
Authority
Execute within policy
Team role
Coordinates the work
Handoffs
Named collaborators
The role
What it owns and where its authority ends
Desk
Token Issuance & Lifecycle
Desk workflow
Resolve rights and perimeter, configure controls, mint under mandate, service lifecycle events, and prove backing.
Collaboration
Coordinates specialist contributions
Decision boundary
Acts only inside a defined mandate and action boundary.
Systems and capabilities involved
Token and holder registry
Corporate action event service
Custody and payment agents
Issuer authorization service
Handoffs
What this role gives and receives
Capabilities offered
Coordinate a token lifecycle event
Builds and executes an entitlement-consistent event under an approved issuer mandate.
- Receives:
- Signed issuer event, record date, rights, and affected supply
- Returns:
- Reconciled event receipts, exceptions, and holder notices
Delegates
Independently reconcile chain supply, subledger, and cash legs. Trigger: A lifecycle event executes or reaches record date Returns: Three-way reconciliation and exceptions.
Delegates
Validate mint, burn, freeze, or migration authority. Trigger: The event requires privileged on-chain action Returns: Policy decision and approval requirements.
Receives from
External handoff
Investor servicing
External handoff
Issuer corporate actions
Context
What the role needs to do the work
- Current work
- The matter in flight: its assets, events, policy results, approvals, and unresolved facts
- Prior interactions
- Prior cases on the same asset or counterparty, exceptions, and reviewer outcomes
- Policies and reference
- Firm asset, chain, entity, jurisdiction, risk, control, and reporting taxonomies
- Working method
- The desk's own approved runbooks and escalation paths
Illustrative workflow
How the work moves
Starting point
A tokenized bond reaches its first coupon date
- 01
Freeze terms and record-date positions
- 02
Calculate and validate entitlements
- 03
Coordinate cash and token messages
- 04
Reconcile outcomes and exceptions
Result
Corporate-action register with holder-level entitlements and settlement proof
Checks and boundaries
What must be tested or reviewed
- 01Entitlements reproduce from terms, record date, and authoritative holdings
- 02Mint, burn, and freeze actions require current issuer mandate and quorum
- 03On-chain supply, registrar, and cash outcomes reconcile before closure
Human authority
- Authorized issuer officer approves rights changes and every privileged mint, burn, freeze, or migration event
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