Manage an AI allocator mandate

Before you start

Select the approved manager entity and the wallet authorized for the target vault or operating record. Confirm the network, supported asset identities, and saved roles or dependencies required by the task.

Follow the task

1. Open AI Agents and select the mandate. Inspect approved facilities, policy constraints, and the current recommendation.

2. Compare the proposed movements with idle cash, reservations, and the mandate caps. Check each destination and amount.

3. Use only the authorized review and execution path. Reopen allocations to verify any completed movement.

Related settings

Use the detailed procedure for the task's field meanings, conditional paths, and operating constraints.

The Asset Manager pages and controls lists the current application locations, registered input controls, and supported action inputs. Read-only values are distinguished from editable forms.

Check the outcome

After a change, use its operation or transaction reference to find the saved record. Reload before relying on new values.

A pending approval or signature shows progress. Check the action-specific result described in the procedure.

Resolve a blocked task

Check the active account, entity, network, authority, required saved dependencies, validation, and data freshness. If an operation is already pending, inspect it before submitting another action.

Use Troubleshooting for missing records, expired items, stale sources, rejected wallet steps, and delayed saved state.

Return to Asset Manager common tasks.