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Overview

The Trade Execution workflow allows you to execute trades, evaluate policies, and settle payments using the x402 protocol.

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Step-by-Step Process

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1. Access Trade Blotter

Navigate to the Trade Blotter tab in the main application interface.

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2. Create Trade Execution

Click “New Trade” and enter:
  • Borrower: Select from parties
  • Amount: Trade amount
  • Rate: Interest rate
  • Currency: Trade currency
  • Trade Date: Execution date

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3. Policy Evaluation

The system automatically evaluates:
  • Regulatory compliance (MiCA, Basel III, FATF)
  • Sanctioned party checking
  • Risk assessment
  • Policy rules application
Policy Decisions:
  • ALLOW: Trade can proceed
  • FLAG: Trade requires review
  • BLOCK: Trade cannot proceed

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4. Review Results

Review policy evaluation:
  • Decision and reasoning
  • Applied rules
  • Risk factors
  • Recommendations

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5. Execute Trade

If approved:
  • Confirm trade execution
  • Create CDM TradeExecution event
  • Update trade blotter
  • Broadcast FDC3 context

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6. Settle Payment

For trade settlement:
  • Connect MetaMask wallet
  • Process payment via x402 protocol
  • Verify transaction
  • Complete settlement

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Policy Evaluation

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Real-Time Enforcement

Policy evaluation happens in real-time:
  • Automatic rule checking
  • CDM-compliant event creation
  • Audit trail generation

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Decision Types

  • ALLOW: Trade proceeds normally
  • FLAG: Requires manual review
  • BLOCK: Trade cannot execute

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Payment Settlement

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x402 Protocol

CreditNexus uses x402 payment protocol:
  • Blockchain-based payments
  • Secure transaction verification
  • CDM-compliant payment events

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MetaMask Integration

  1. Connect MetaMask wallet
  2. Approve transaction
  3. Verify payment
  4. Complete settlement

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Best Practices

  1. Pre-Review: Review policy rules before execution
  2. Verify Parties: Ensure party information is accurate
  3. Check Limits: Verify trade amounts within limits
  4. Monitor Flags: Address flagged trades promptly

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Troubleshooting

Trade blocked by policy:
  • Review policy evaluation details
  • Address compliance issues
  • Consult compliance team
Payment settlement fails:
  • Check wallet connection
  • Verify sufficient balance
  • Review transaction details

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Next Steps

After trade execution:
  • View trade in blotter
  • Access payment receipts
  • Export trade data
  • Generate reports