Custody Approval Workflow for Token Issuance

The Custody Approval Workflow for Token Issuance is a GLIK AI template designed to coordinate the internal approval process required before triggering custody operations for asset issuance — whether for tokenized securities, on-chain gold, or other regulated RWAs.

This template supports multi-departmental sign-off, integrates with document repositories and risk checks, and can optionally trigger a smart contract or REST-based custody API once final clearance is granted.

This part of the Custody Approval Workflow handles multi-agent decision-making, where Custody, Legal, Compliance, and Ops agents independently review the issuance request after input normalization. If all approve, the flow proceeds; otherwise, it routes to an Escalation Reviewer. The final block compiles all decisions and metadata into a structured approval log for downstream issuance or audit.

Use Case Context

Many asset managers, tokenization teams, and legal/compliance departments must complete several steps before releasing control to a qualified custodian. These steps often include:

  • Verifying investor accreditation status

  • Collecting and validating required legal documents

  • Approving asset eligibility under specific regulatory regimes

  • Confirming readiness from compliance, finance, and product teams

  • Logging internal consent from legal counsel or regulatory affairs

This template orchestrates these steps into a structured, auditable approval chain — streamlining internal coordination and reducing issuance risk.


Workflow Features

Component

Input Form

Function

Initiate issuance request with asset metadata, investor details, and supporting documents

Component

Document Upload Block

Function

Capture PDF agreements, KYC docs, jurisdictional forms

Component

Parallel Review Nodes

Function

Trigger internal sign-off from multiple departments (e.g., Legal, Risk, Finance)

Component

Conditional Logic

Function

Flag high-risk assets or missing documents for escalation

Component

Save Point Agent

Function

Capture decision memory for rollback, audit, or internal review

Component

Custody Trigger Node

Function

If fully approved, optionally call a custody API or trigger a smart contract function

This part of the Custody Approval Workflow handles multi-agent decision-making, where Custody, Legal, Compliance, and Ops agents independently review the issuance request after input normalization. If all approve, the flow proceeds; otherwise, it routes to an Escalation Reviewer. The final block compiles all decisions and metadata into a structured approval log for downstream issuance or audit.

Who This Is For

  • Tokenization desks at RWA platforms

  • Legal teams overseeing compliant custody practices

  • Institutional DeFi players preparing for MiCA or other regional custody regulations

  • Custodians accepting programmable workflows from their clients


🚀 Coming Soon to the GLIK Marketplace

This template will be available in the Expense & ERP Agents category, and installable directly into any GLIK workspace. Users will be able to:

  • Customize sign-off routing per department

  • Insert proprietary review steps or external validation APIs

  • Swap out custody trigger methods depending on provider (e.g. Copper, Fireblocks, Anchorage)

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