Ledger Onboarding Process

Once your infrastructure is provisioned, you’ll receive access to your dedicated Ledger environment. From there, follow these steps to configure your system and begin posting transactions.

1. Access Your Ledger Environment

Connect to your environment using the provided credentials and CLI tool. You’ll verify the endpoint, check health status, and ensure connectivity. Learn more about Accessing the Environment

2. Set Up Authentication

Ledger uses JWT-based authentication. You’ll need to generate a key pair, register your service (agent), and sign each request with your private key.

Learn more about Authentication

4. Create and Assign Roles

Define roles that control what actions users or services can perform. Assign these roles to agents to enforce secure and limited access.

Learn more about roles.

5. Set Up Messaging Channels

Choose between Kafka or HTTP channels to send and receive ledger events. Configure request/response topics or endpoints based on your system's integration.

6. Set Up Charts, Accounts, and Wallets

Create the foundational structure for your financial system. Charts define categories, accounts track balances, and wallets handle currencies and transactions.

Learn more about setting up chart structure.

7. Configure Rules and Rulebooks

Apply business logic to transactions using rules. These might enforce conditions like currency matching, balance limits, or transaction types.

Learn more about implementing rules.

8. Post Transactions and Create Workflows

Initiate instructions, manage movements, and post final balances. This is where the ledger records and processes actual financial events.

Learn more about setting up transaction workflows.