Staking
Last updated
Last updated
The rise of financial management staking allows exchanges to provide token incentives for users, and conduct personalized operations in user retention, project operation, and asset custody quantification. This function supports two financing modes:
Regular (lock-up) financial management: financial management funds are locked and cannot be traded or withdrawn. Users need to wait for the end of the project and the system to release the principal before they can get the principal invested;
Process: Exchange initiates project - user investment - user asset lock - project ends - exchange releases principal and interest
Current (position) financial management: During the current period, the user's pending order transactions and withdrawals will not be affected. On the first day of the snapshot, the available balance of the financial management currency has assets and the assets are available during each snapshot during the activity period. Interest will be issued every day
Process: The exchange initiates the project - timed snapshots of the system during the event time - interest distribution as agreed - the project ends
Description:
Server time 00:25 snapshot of the previous day's data (available amount) of the currency, interest is distributed through scheduled tasks (executed every five minutes, if there is interest to be distributed, it will be distributed);
There is no need to subscribe for current account. By default, the system will record the user as the participating user according to the snapshot user on the first day of the activity. If there is no such user on the first day of the snapshot, the subsequent snapshots will not be issued; If there is no data, no interest will be issued in the future;
Function entry: Value added Services > Financial Management - Financial Management Configuration, the interface is shown in the figure below.
Basic financial configuration: Configure the personalized copy displayed on the front end in multiple languages (read the language selected by the exchange)
The financial management project management is used to view/operate all released financial management projects and operations. The interface is shown in the figure below.
Note: There is no lock-up period for current financial management;
Status Description:
Unpublished: The status of the project added and saved for the first time is unpublished; you can click the "Publish" button to change the status to "to be started"
To be started: After the project is released, the status is "to be started" when the start time is not reached; the status of the project to be started automatically changes to "in progress" when the project start time or snap-up start time is reached
Ongoing: When the project start time or panic buying start time is reached, and the end time is not reached, the status automatically changes to "in progress"; when the project end time or panic buying end time is reached, the status automatically changes to "finished"
Closed：Arriving at the project end time or the panic end time, Items whose status automatically changes to "Ended" will automatically remove the "label" attribute (consider front-end implementation) 1. When the regular item reaches the unlock time, it will become the end state; 2. When the lock-up current item reaches the end time of the event, it will automatically become the end state, and all locks will be automatically released at the end
Quota is full: If the end time is not reached, but the total fundraising quota is full, the status will automatically change to "Quota Full"
Removed: After removed the project will no longer be displayed from the front end. Note: 1. It must be in the closed state before it can be removed from the shelf 2. Except for the flexible project, fixed project can only be removed when the project has no user lock-up.Some projects are set to release interest after review by the administrator. Direct removal of the project will affect the review and issuance of interest.
Field Explanation：
Name: It is not displayed in the foreground, it is only used for the identification in the list, and it can be consistent with the project name
Financial management currency: Select, single choice, the currency supported by this activity;
Project logo: 80*80, support jpg/jpeg/png, less than 3m, upload manually, the foreground will be displayed on the list page;
Subscription start time: Time control, used to configure the interest calculation start time period of this activity, which must be greater than the current time;
Subscription end time: Time control is used to configure the end time period of interest calculation for this activity, which must be greater than the start time. This time period will be based on days (a snapshot of interest is issued once a day at utc+8 time);
Interest settlement currency: the currency of interest, it is recommended to be consistent with the staking currency;
Annual yield: daily interest = (number of available currencies at the time of snapshot * annualized rate of return/365) financial management currency
Interest payment:
Autorelease: After the system takes a snapshot and calculates the interest, the settlement is automatically carried out to issue the interest; no manual intervention is required.
Release after manual review: After the system generates interest records, it needs to be manually reviewed in [Interest Item Statistics] before releasing the interest;
Minimum position: Interest will be issued only when the number of active items is greater than or equal to this amount during the snapshot;
Maximum interest: Interest will only be issued when the number of active items is less than or equal to this amount during the snapshot
Sort: the order of the item within the list
Label: Single choice, select hot, new, none, and other labels, After selecting, the corresponding tags will be displayed on the staking homepage and project page at the front desk. The label is only displayed when the project is to be started and is recruiting.
Project description (each language needs to be configured separately and must be configured, the language reads the number of languages configured in the front desk)
Display name: As shown in the figure, it is used to display the project name on the front page, within 50 characters;
Display category: The option (required) is used to select which category the item is displayed at the front desk. The category name reads the configuration of financial records, and needs to be configured separately in different languages;
Project subtitle: It is used to display the content after the item title of the front item details page, within 50 characters
Project introduction: It is used to display the project introduction content after the mouse is moved up on the project details page in the foreground;
Announcement link: The project also click to view the announcement jump of URL link;
Introduction of financial management homepage: See the figure below, which is used to display the project description at the bottom of the project details page, that is, the rich text editor;
Field Explanation:
Subscription start time: Regular financial item, time control, used to configure the investment start time period of this activity, must be greater than the current time;
Subscription end time: Regular financial project, time control, used to configure the investment end time period for this activity, must be greater than the start time
Lockup time: After the subscription ends, all investment users will start the lock-up time uniformly, accurate to the day
Lock-up period: Calculated from the lock-up time, the time to lock the user's investment principal, in days; a positive integer;
Total issuance (soft cap) : After the listing is displayed to the user, the activity status will change to "full quota", but if the hard cap is not reached, the user can still continue to purchase; the actual raising percentage is calculated based on the soft cap;
Maximum issuance amount (hard cap): Over-raising is allowed, and must be greater than or equal to the soft cap;
Settlement method : Repayment of principal and interest at maturity: After the lock-up period ends, all interest and principal will be issued at one time;
Pay interest first and then pay principal: During the lock-up period, the interest generated will be released according to the release cycle, and the principal will be released after the expiration;
Principal release
One-off release: When the release conditions are met (the project lock-up period ends), the principal will be released to the user at one time
Batch release: It will be released evenly in N times, the first release when the conditions are met, and the next release every M days; the exact digits of each release amount are the same as the purchase exact digits;
If the principal amount cannot be divisible by N, the exact digit of each release amount will be rounded off, The remaining amount will be released in full at the last time. If the exact digit of a coin purchased is 2 decimal places, the user has 100.00 principal to be released, and the configuration is to release in 3 times, the amount of each release is 33.3333....Then take 2 decimal places, discard the rest, and finally release by 33.33 each time, and release 33.34 for the last time
Principal repayment extension: After the lock-up expires, the principal will be released after a delay of N days, the default is 0 days
Minimum purchase quantity: the minimum quantity that users can purchase each time, a positive integer greater than 0
Maximum purchase amount: the upper limit of the maximum amount that users can purchase cumulatively, a positive integer greater than 0;
User financial query is used to search the financial participation records of a specified user, including basic user information, participation items, and interest settlement records. The interface is shown in the figure below.
Participate in projects: Count and display the current lock-up amount and the interest earned by the user by project, and only display the records of regular participation;
Settlement record: Display the user's regular and current interest settlement, and each record will be listed in the list;
It is used to query the financial information of the project dimension,including start and end times,the financial management currency, financial management type, number of participants, etc., the interface is shown in the figure below.
Click the [Review] button to view the interest statistics information of the corresponding financial project. Review the income that should be distributed for each user, as shoshown in the figure below.
Add the [Finance] module entry on the web page, as shown in the figure below.
Background path: public management - website configuration - PC theme configuration - home page template - home page navigation configuration, as shown in the figure below.
Click the [Modify] button to add loan module related information on the details page, as shown in the figure below:
Title Type: Spot
Access path: /freeStaking
Add the [Staking] module entry on the homepage of the app version, as shown in the figure below.
Backstage path: System configuration - APP management - APP function service - add advertisement, as shown in the figure below.
Click the [Add Advertisement] button to edit the information of the [Financial Management] module on the details page, as shown in the figure below:
Image title: Staking (app homepage display name)
Access path: APP native page-value added services-financial management
Language: Set the context in which the APP displays the icon
Type: Android, ios, H5 need to be set separately;
The following figure shows that this icon is displayed under the Chinese Android app, and the display name is "financial management"
1.Top banner area
The banner can be configured (banner contains copy, but does not contain buttons, background: general configuration-financial homepage Banner)
Click "View Announcement" to jump to the financial announcement link (backstage configuration: general configuration - financial management home page rules link, if the background is not configured, it will not be displayed)
2.My Financial Records" entry
In the logged-in state, click to jump to [My Record Page]
If you are not logged in, click to jump to the [Login Page]. After logging in, go back to the [Financial Management Home page]
3.Financial Project Type
Token holding rebate type switch tab - read background financial management configuration financial management project basic configuration - display classification
The statuses are: to be started, in progress, and finished. The logic is as follows:
To be started: current time < start time of recruitment
Processing: Recruitment start time ≤ current time ≤ Recruitment end time
Closed: Recruitment end time < current time
4. List item status display description:
Current time < Recruitment start time: To be started
Recruitment start time < Current time < Recruitment deadline: Recruiting, note: If the hard cap is reached in "Recruiting", it will show display "Full"
Recruitment deadline < current time < start of interest accrual time: to be accrued
Interest accrual start time < current time < interest accrual end time: interest accrual
End time of interest calculation < current time: release of principal
5.Financial management project configuration, bottom description (see the background configuration description for details, which has been described above)
The field description has been described in the background above;
