Documentation Portal
UFX Protocol Documentation
Comprehensive guides for business users, detailed workflows, and smart contract references. Choose your path below to access role-specific instructions and end-to-end scenarios.
Quick Access by Role
Investor Panel
Trade fund shares on the secondary market. Create RFQs, review quotes, and manage settlements.
Market Maker Panel
Provide liquidity by submitting competitive quotes. Monitor RFQs and manage your inventory.
Issuer Panel
Onboard and manage tokenized funds. Configure pricing, fees, and collect revenue.
Compliance Officer Panel
Define policies, manage KYC credentials, and monitor transfer eligibility checks.
Transfer Agent Panel
Reconcile on-chain trades with off-chain registry. Process updates and maintain cap table.
Admin Console
Manage protocol configuration, access control, and module upgrades.
Documentation Library
Business Guide
Executive summary for stakeholders. Protocol overview, benefits, compliance framework, and FAQs.
Complete Scenarios
9 end-to-end scenarios: successful trades, compliance failures, timeouts, fee collection, and real-world troubleshooting.
Role Workflow Guides
Detailed guides for each role: investors, market makers, issuers, compliance officers, and transfer agents.
🔧 Setup & Troubleshooting
Quick Start (Field-Tested)
Validated step-by-step setup with real-world lessons. Includes SYSTEM_ROLE setup, fund configuration, and complete RFQ lifecycle.
Real-World Issues & Solutions
Analysis of 5 actual issues encountered: SYSTEM_ROLE, wallet roles, NAV validation, ABI mismatch, and React keys.
Permission Requirements
Complete role-based access control guide including SYSTEM_ROLE details and verification commands.
Popular Topics
What Each Guide Covers
Investor Guide
✓ Creating RFQs to buy or sell
✓ Reviewing and accepting quotes
✓ Settlement & token approvals
✓ Monitoring trades
✓ Troubleshooting common errors
Market Maker Guide
✓ Quote submission strategies
✓ Pricing & fee optimization
✓ Inventory management
✓ Risk management
✓ Settlement workflows
Issuer Guide
✓ Pricing bounds configuration
✓ Fee structure setup
✓ Fund lifecycle management
✓ Fee collection
✓ Monitoring activity
Compliance Guide
✓ KYC credential management
✓ Investor exposure tracking
✓ Transfer eligibility checks
✓ Audit trail monitoring
✓ Common scenarios
Transfer Agent Guide
✓ Registry update queue
✓ Cap table reconciliation
✓ Processing workflows
✓ Error handling
✓ Integration examples
End-to-End Scenarios
✓ Failed compliance check
✓ RFQ expiry & cancellation
✓ Multiple quotes competition
✓ Settlement timeout recovery
✓ Emergency pause & upgrade
✓ Real-world troubleshooting
✓ Fund lifecycle & fee collection
For technical support or questions, please contact the UFX protocol team.
Documentation version 1.0 | Last updated: 1/23/2026