Architecture & Onboarding Knowledge Base

Frequently Asked Questions

Clear answers on isolated tenant sandboxes, whitelabeled demo URLs, on-screen setup onboarding, and institutional security safeguards.

Onboarding Setup Wizard Instructions

Follow these five streamlined phases to customize apps, whitelabel demo links, and calibrate tier pricing.

Start 14-Day Trial Launch Wizard

1 App Cataloguing

Catalog your primary financial engine (GL, Treasury, AML) with taglines and isolation notes.

2 Whitelabel URLs

Generate private customer demo links with dedicated subdomain prefixes.

3 Custom Branding

Apply institution brand colors, corporate logos, and custom trust verification badges.

4 Pricing & Trials

Define subscription tiers, pricing cadences, and register 14-day free trials.

5 Tenant Sandboxes

Launch isolated sandbox instances with mock double-entry data and role simulations.

Reset Anytime

Wipe existing setups anytime with the one-click reset button inside the wizard.

How does strict tenant_id scoping guarantee data isolation?

Every ledger balance, journal entry, treasury transfer, and audit event is bound deterministically to an immutable tenant identifier. Queries on database collections execute within the active tenant context, preventing any cross-tenant data traversal or leakage.

How do whitelabeled demo URLs work for prospective investors?

You can generate a direct shareable link containing the tenant's namespace and role preset (e.g. Executive Admin, Treasury Officer). When opened, the platform automatically renders their branded sandbox partition without exposing other client data.

Are sandbox financial transactions real or simulated?

All transactions in the Tenant Sandbox are isolated mock simulations executing against full production ledger algorithms. You can post debit/credit journals, simulate FedNow sweeps, and test OFAC matches safely with zero real-money risk.

What happens after the 14-day trial concludes?

At the conclusion of the 14-day trial, sandbox instances transition to read-only status. Configured chart of accounts, ledgers, and transactions remain preserved for 30 days, giving you ample time to upgrade to a paid tier. You can register your 14-day trial here anytime.

Still Have Technical Architecture Questions?

Speak directly with our multi-tenant systems architects, compliance engineers, and institutional integration desk.

Start 14-Day Free Trial Contact Architecture Desk Open Live Sandbox