# User Guide - ISO-20022 Combo Flow ## Getting Started ### Creating Your First Plan 1. **Navigate to Builder** - Click "Builder" in the navigation menu - You'll see the adapter palette on the left and canvas on the right 2. **Add Steps** - Drag adapters from the palette to the canvas - Steps will be added in order - You can reorder steps by dragging them 3. **Configure Steps** - Click "Edit" on any step to configure parameters - Fill in required fields (amount, asset, beneficiary, etc.) - Check compliance requirements for fiat steps 4. **Review & Sign** - Click "Review & Sign" when your plan is complete - Review the plan summary - Sign with your Web3 wallet 5. **Execute** - Click "Create Plan" to register the plan - Click "Execute Plan" to start execution - Monitor progress in the execution timeline --- ## Step Types ### Borrow - Borrow digital assets using collateral - Configure: Asset, Amount, Collateral Reference ### Swap - Exchange one asset for another - Configure: From Asset, To Asset, Amount - Shows estimated slippage ### Repay - Repay borrowed assets - Configure: Asset, Amount ### Pay - Send fiat payment via banking rails - Configure: Asset, Amount, Beneficiary IBAN - Requires compliance (LEI/DID/KYC/AML) --- ## Compliance ### Required Information - **LEI**: Legal Entity Identifier - **DID**: Decentralized Identifier - **KYC**: Know Your Customer verification - **AML**: Anti-Money Laundering check ### Setting Up Compliance 1. Go to Settings page 2. Enter your LEI and DID 3. Complete KYC/AML verification 4. Compliance status will be shown in the dashboard --- ## Simulation (Advanced Users) ### Enable Simulation 1. Toggle "Enable Simulation" in preview page 2. Click "Run Simulation" 3. Review results: - Gas estimates - Slippage analysis - Liquidity checks - Warnings and errors --- ## Troubleshooting ### Plan Validation Errors - Check recursion depth (max 3) - Verify step dependencies - Ensure amounts are positive ### Execution Failures - Check wallet connection - Verify sufficient balance - Review error messages in timeline ### Compliance Issues - Update compliance information in Settings - Verify KYC/AML status - Check expiration dates --- **Last Updated**: 2025-01-15