Investment timeline #

• For each expanded investemnt record in portfolio table there is a button - See investment timeline.
• By clicking on this button investment timeline is open in popup.
• Popup contains investment ID, timeline diagram and contact us button.
• Each timeline block shows approximate duration for block to be completed.
• Timeline blocks can have different statuses depends on the investment progress:
  • completed stage - marked
  • current stage
  • next stage
  • locked stage
• Timeline block types:
  1. KYC verification status block(s)
  2. Accreditaiton verification status block(s)
  3. Offer’s ongoing subscription block
  4. Final legal checks block
  5. Dividends stage - final stage.
• KYC block:
  • it can contain 1 or several blocks depends on Number of KYC status change events after investment was submitted.
  • Always unlocked. Could be in current and completed stages.
  • Block represents KYC status - in progress/declined/approved. One block - one status.
  • If there is more than 1 block - they are connected and ordered by time of status change event.
  • Declined status block has a button to resolve the status.
• Accreditation block:
  • it can contain 1 or several blocks depends on Number of Accreditation status change events.
  • Always unlocked. Could be in current, completed, and next stages.
  • Block represents Accreditaiton status - in progress/declined/expired/approved. One block - one status.
  • If there is more than 1 block - they are connected and ordered by time of status change event.
  • Declined/Expired status block has a button to resolve the status.
• Offer’s ongoing subscription block:
  • it can contain only one block in timeline
  • it shows current % of subcription for the offer associated with investment.
  • Always unlocked. Could be in current and completed stages.
  • Current stage lasts from the offer publication and until it is marked as Legally closed.
  • Completed stage - once offer’s status is Legally closed or next.
• Final legal checks block:
  • it can contain only one block in timeline
  • it is in current stage when offer is in Legally closed status.
  • it is in completed stage when offer is in Successfully closed status.
  • it is locked until farm gets Legally closed status.
• Dividends stage - final stage:
  • it can contain only one block in timeline
  • it is locked until farm gets Successfully closed status.
  • it is in current stage when offer is in Successfully closed status.