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Structure

Certifiqi uses signing events (batch_group) that encompass different documents and their respective signers. Below are some key terms to help you understand how the platform works.

Represents an individual or a legal entity (company) associated with the signing of documents. It may include one or more signer groups.

Signer Group

A group of signers that make up a related party. If any of the configured groups meet the required condition (minimum number of signatures or represented value), the related party is considered signed. This allows flexible signature rules for companies.

Signer

A signer who belongs to a group. You can define whether their signature is mandatory for the group's condition to be satisfied.

Document

A document that must be signed.

Document Batch

A set of documents of a given type that must be signed by one or more related parties. A signing event can include multiple batches, each representing a different document category.

Batch Group

The signing event itself, which groups multiple document batches (Document Batch) to be signed.

Diagrama da estrutura

Exemplo de Uso

Diagrama

The signing event contains two elements of type Document Batch: one for Trade Bills and another for the Term of Assignment.

Document Batch – Trade bill

  • Contains two documents: Trade Bill 1 and Trade Bill 2.

  • It is associated with a Related Party representing the Assignor.

  • This Related Party has two Signer Groups:

    • Signer Group 1: composed of two signers (Signer 1 and Signer 2).

    • Signer Group 2: composed of one signer (Signer 3).

For the Related Party to be considered as signed, it is sufficient that one of the Signer Groups is satisfied. This can happen in two ways:

  • Option 1: Signer 1 and Signer 2 sign, satisfying Signer Group 1.

  • Option 2: Only Signer 3 signs, satisfying Signer Group 2.

Once the Related Party is satisfied by either of these options, the Trade Bill Document Batch will be considered signed.

Document Batch – Assignment Agreement

  • Contains one document: Assignment Agreement.
  • Has two Related Parties:
    • Assignor
    • Fund Administrator
  • Each Related Party has a signer group.
  • The consulting Related Party has a Signer Group with two signers, so both signers must sign to complete the consulting related party.
  • The fund administrator Related Party has a Signer Group with one signer, so this signer must sign to complete the fund administrator related party.

Once the Related Parties are satisfied, the Assignment Agreement Document Batch will be considered signed.