Integration Guides

Global Admin Operations

The Dashboard section of the Admin Portal is visible only to users with global or platform-level roles. It contains tools for managing the Eclipse platform itself, rather than a specific tenant. Access requires GLOBAL_ADMIN or equivalent permissions.

Global User Management

Navigate to: Dashboard → EFT Users

Global users are EFT Corporation staff accounts that have platform-wide access across all tenants. This section is used to create, view, and manage these accounts.

Creating a Global User

  1. Navigate to Dashboard → EFT Users.
  2. Click + Add User.
  3. Fill in the user details:
    • First name, last name, email address
    • Role (e.g., GLOBAL_ADMIN, PLATFORM_SUPPORT)
    • Authentication method (PKI, TOTP, or password)
  4. Click Save. An activation email is sent to the user.

Managing Global Users

The user table lists all platform-level users with their current status. Actions available per user:

  • Edit — Update name, email, or role
  • Deactivate / Reactivate — Toggle active status
  • Reset Auth — Trigger re-registration of TOTP or PKI credentials

Properties Management

Navigate to: Dashboard → Properties

System properties are key-value pairs stored at the global platform level. They control platform-wide behaviour that is not tenant-specific — such as default rate limits, global feature flags, billing configuration data, and PTS batch settings.

Viewing Properties

The properties table lists all defined system properties. Use the search bar to filter by property name.

Creating a Property

  1. Click + Add Property.
  2. Enter the property name (key) and value.
  3. Click Save.

Property names follow a dot-notation convention (e.g., monthly.billing.config.42, platform.maintenance.mode). Do not create properties that duplicate tenant config keys — use tenant config items for tenant-scoped settings.

Editing a Property

  1. Click Edit on the property row.
  2. Update the value.
  3. Click Save.

Deleting a Property

  1. Click Delete on the property row.
  2. Confirm deletion. Deletion is permanent.

SDN / Sanctions List Upload

Navigate to: Dashboard → SDN Upload

The SDN (Specially Designated Nationals) upload tool allows platform administrators to update the sanctions screening list used by the Eclipse KYC pipeline.

Uploading an SDN List

  1. Navigate to Dashboard → SDN Upload.
  2. Click Upload File.
  3. Select the SDN list file (supported formats depend on your sanctions provider configuration — typically CSV or XML).
  4. Click Upload.
  5. The system processes the file and updates the in-memory sanctions list. Processing status is shown on screen.

The SDN list is used by the KYC SdnCheck processor. All new and re-verified customers are screened against the updated list automatically.

Global Payments

Navigate to: Dashboard → Payment

Global payments allow platform administrators to initiate wallet-to-wallet payments outside of the normal tenant payment flow. This is primarily used for operational adjustments and inter-tenant transfers.

Initiating a Global Payment

  1. Navigate to Dashboard → Payment.
  2. Click + New Payment.
  3. Fill in:
    • Source wallet ID
    • Destination wallet ID
    • Amount and currency
    • Description
  4. Click Submit.

All global payments are logged with a full audit trail.

Global Bulk Transfer

Navigate to: Dashboard → Bulk Transfer

Global bulk transfer allows platform-level mass disbursement across wallets using a CSV upload. This is equivalent to the tenant-level wallet transfer bulk upload, but executed from the global context.

Uploading a Bulk Transfer File

  1. Navigate to Dashboard → Bulk Transfer.
  2. Click Upload CSV.
  3. The CSV format must be: 
    amount,description,toWalletId,externalUniqueId
  4. Each row specifies one transfer. The externalUniqueId must be unique per row to prevent duplicate processing.
  5. Click Upload to submit the batch.

Monitoring Progress

The transfer progress panel shows:

  • Total rows in the file
  • Successfully processed
  • Failed rows (with error descriptions)
  • Remaining

A summary report is emailed to the logged-in user when the batch completes.

Global Ratify / KYC Management

Navigate to: Dashboard → Global Ratify

Global Ratify provides a platform-wide view of KYC verification results and allows manual review of queued verification tasks.

Ratify Dashboard

The ratify dashboard shows:

  • Pending verification queue
  • Recently processed verifications
  • Summary statistics (pass rate, failure breakdown by rule)

Reviewing a KYC Result

  1. Select a record from the queue.
  2. The verification summary shows:
    • Customer details
    • Documents submitted
    • Individual check results (facial match score, document validity, sanctions result, etc.)
  3. If manual intervention is required:
    • Click Approve to pass the customer
    • Click Reject with a reason code
    • Click Request More Info to flag the customer for resubmission

OCR Check Review

Navigate to: Dashboard → Ratify OCR

The OCR check screen shows the raw output from document OCR processing — extracted fields, confidence scores, and comparison results. Use this to investigate failures in the document verification step of the KYC pipeline.

Global QR Codes / PTS Batch

Navigate to: Dashboard → PTS Batch

The PTS Batch section manages QR code generation and Postilion batch file operations at the global level.

Generating QR Codes

  1. Navigate to Dashboard → PTS Batch.
  2. Click + Generate QR Codes.
  3. Configure the batch parameters:
    • Quantity
    • Associated wallet type
    • Expiry settings
  4. Click Generate. QR codes are created and available for download.

Batch Operations

The PTS Batch section also provides tools for managing Postilion settlement batch files. Access is restricted to roles with PTSBatch.MANAGE permission.

Global Configuration

Navigate to: Dashboard → Configuration

The Configuration section exposes global platform-level configuration items — the top of the three-tier config hierarchy (Global → Institution → Tenant).

Viewing Configuration Items

Configuration items are listed in a searchable table. Each item shows:

  • Config key
  • Current value
  • Last modified timestamp

Editing a Configuration Item

  1. Click Edit on the config item.
  2. Update the value.
  3. Click Save.

Global config values are inherited by all tenants unless overridden at the institution or tenant level. Exercise caution when modifying global config — changes affect the entire platform.

Updated about 8 hours ago