System templates
Reference for the 27 seeded templates in the Asset Designer, showing which asset class and required token features each template attaches when you create an asset.
DALP ships 27 built-in templates that the Asset Designer offers when an operator creates a new asset. Each one selects a base asset type, an asset class, a set of required token features, and a metadata schema for the fields the operator fills in. This catalog maps every template to those choices so operators can pick the closest fit before opening the Asset Designer.
Custom organisation-owned templates extend the catalog without changing the system templates. For the authoring path, see Custom template authoring. For how features compose, see Feature constraints.
System templates and system asset classes are read-only, with one exception: you can hide or show them per organization to keep the Asset Designer focused on the products you offer. Hiding does not modify or remove the template. It only removes the template from your organization's pickers, and you can reverse it at any time. See Show or hide templates and asset classes.
How to use the catalog
The Asset Designer reads the selected template and applies its required features together with operator inputs from the wizard. It then validates the combination against the dependency and incompatibility rules before deployment. Pick the template whose features and asset class match the instrument shape. Do not override the required-feature list unless the asset deliberately diverges from the template intent.
| Need to verify a feature behaviour? | Read |
|---|---|
What historical-balances records | Historical balances |
How maturity-redemption runs | Maturity redemption |
Where fixed-treasury-yield pays from | Fixed treasury yield |
How aum-fee accrues | AUM fee |
Why transaction-fee and transaction-fee-accounting are mutually exclusive | Feature constraints |
How conversion and conversion-minter pair | Conversion |
Fixed income (asset class fixed-income)
Seven templates target debt instruments backed by the bond base asset type.
| Template ID | Display name | Required features |
|---|---|---|
system-bond | Corporate Bond | historical-balances, maturity-redemption, fixed-treasury-yield, permit |
system-sovereign-bond | Sovereign Bond | historical-balances, maturity-redemption, fixed-treasury-yield, permit |
system-convertible-note | Convertible Note | historical-balances, maturity-redemption, fixed-treasury-yield, conversion, permit |
system-syndicated-loan | Syndicated Loan | historical-balances, maturity-redemption, fixed-treasury-yield, permit |
system-treasury-bill | Treasury Bill | historical-balances, maturity-redemption, permit |
system-green-bond | Green Bond | historical-balances, maturity-redemption, fixed-treasury-yield, permit |
system-commercial-paper | Commercial Paper | historical-balances, maturity-redemption, permit |
Use system-treasury-bill or system-commercial-paper when the instrument is a discount zero-coupon at issue and pays at maturity. Choose system-convertible-note when conversion to a target equity is in scope; the conversion target is a separately deployed token with the conversion-minter feature enabled, and system-convertible-target-equity provides that target out of the box. system-syndicated-loan suits agent-bank-funded periodic yield against a facility id. Pick system-green-bond when use-of-proceeds reporting is part of the operating model.
Equity (asset class equity)
Six templates cover share-like instruments backed by the equity base asset type.
| Template ID | Display name | Required features |
|---|---|---|
system-equity | Common Equity | historical-balances, voting-power, permit |
system-preferred-equity | Preferred Equity | historical-balances, permit |
system-employee-equity-award | Employee Equity Award | historical-balances, voting-power, permit |
system-convertible-target-equity | Convertible Target Equity | historical-balances, voting-power, permit, conversion-minter |
system-safe | SAFE | historical-balances, conversion, permit |
system-warrant | Warrant | historical-balances, conversion, permit |
system-equity covers voting common shares. system-preferred-equity drops voting-power because preferred classes are often non-voting. If the preferred class votes, override the required-feature list and document the decision in the template description. system-employee-equity-award adds voting-power because employee awards frequently carry voting once vested. system-convertible-target-equity is the receiving side of a conversion pair: it adds conversion-minter so convertible instruments (convertible notes, SAFEs, warrants) can mint shares into it on conversion. system-safe and system-warrant are the non-debt convertible pair for pre-priced-round investment: no interest, no maturity, just a right to convert into equity at a future priced round.
SAFE and Warrant: the two-token conversion pattern
system-safe and system-warrant carry the loan side of a conversion pair. Neither template carries conversion-minter. Follow the Conversion feature reference for the full mint-authority model: the SAFE or warrant token publishes triggers, calculates the target amount, and reduces the holder's exposure, while a separately deployed target equity token holds conversion-minter and performs the mint. system-convertible-target-equity is the ready-made target for this pair. Deploy the target equity first, then point the SAFE or warrant at it when you configure conversion.
Both templates price the conversion the same way as system-convertible-note. The instrument carries no valuationCap field. Instead, capPricePerShareWad sets a price-per-share cap in WAD precision. To convert a headline valuation cap into that field, divide the cap by the fully diluted share count at conversion: valuation cap divided by fully diluted shares equals the cap price per share. A discount, expressed in discountBps, and the cap both apply against the round price carried on the published conversion trigger, and the effective conversion price is the lower of the two.
Conversion never happens without a published, active conversion trigger carrying the round price. Governance publishes the trigger when the priced round closes. With no conversion window configured, a SAFE relies solely on that trigger for timing: convert and forceConvert both stay blocked until governance publishes an active trigger. On a windowless SAFE, treat trigger publication as the only backstop against early conversion.
system-warrant requires a conversion window at deploy. The Asset Designer wizard and the token-create route both reject a warrant deployment that omits conversionWindowStart or conversionWindowEnd, so every warrant carries an enforced expiry regardless of which caller creates it. Inside the window, both a holder-initiated convert and a custodian forceConvert can execute. Once conversionWindowEnd passes, the warrant has expired permanently, and no post-expiry force-convert path exists: the position lapses worthless.
Both templates pin includeInterestInConversion and closeInterestOnConversion to false, and neither exposes an interest provider in the designer. A SAFE or warrant never carries an interest stream to settle on conversion, unlike system-convertible-note.
A SAFE or warrant configured with a zero discount and no price-per-share cap is a valid, if degenerate, configuration: it converts at the bare round price carried on the trigger, with no discount and no cap adjustment. Use this shape when the instrument terms grant no pricing advantage over new-money investors in the priced round.
Funds (asset class funds)
Four templates cover pooled investment vehicles backed by the fund base asset type. See Funds use case for the operating model.
| Template ID | Display name | Required features |
|---|---|---|
system-fund | Mutual Fund | historical-balances, voting-power, aum-fee, transaction-fee, permit |
system-etf | ETF | historical-balances, aum-fee, transaction-fee-accounting, permit |
system-money-market-fund | Money Market Fund | historical-balances, fixed-treasury-yield, aum-fee, permit |
system-private-equity-fund | Private Equity Fund | historical-balances, voting-power, aum-fee, permit |
system-fund collects an on-chain transaction fee against subscriptions and redemptions. system-etf switches to transaction-fee-accounting, which records the fee without collecting it on chain. Operators or the administrator settle accrued fees off-chain on the published schedule. system-money-market-fund adds fixed-treasury-yield because short-duration cash-equivalent funds typically distribute the treasury yield to holders. system-private-equity-fund keeps voting-power for limited-partner-style governance. It drops transaction-fee because subscriptions are typically capital-call events scheduled outside the token transfer path.
Cash and cash equivalents (asset class cash)
Three templates cover bank-deposit and stable-value instruments.
| Template ID | Display name | Base type | Required features |
|---|---|---|---|
system-deposit | Tokenized Bank Deposit | deposit | historical-balances, permit |
system-stablecoin | Fiat-Backed Stablecoin | stablecoin | historical-balances, permit |
system-certificate-of-deposit | Certificate of Deposit | deposit | historical-balances, maturity-redemption, fixed-treasury-yield, permit |
system-stablecoin is the minimal template: the operating model expects collateral attestation through compliance modules rather than a yield feature on the token. system-deposit is directly deployable with no prerequisites: a fiat-backed tokenized deposit pays bank-funded interest off-chain, so the template carries no on-chain yield feature and needs no stablecoin to denominate yield. system-certificate-of-deposit adds maturity-redemption for term-CD instruments that pay face at a defined date, and fixed-treasury-yield for instruments that accrue interest on chain.
Real assets (asset class real-assets)
Four templates cover physically or environmentally backed tokens.
| Template ID | Display name | Base type | Required features |
|---|---|---|---|
system-precious-metal | Precious Metals | precious-metal | historical-balances, permit |
system-real-estate | Commercial Real Estate | real-estate | historical-balances, voting-power, aum-fee, permit |
system-carbon-credit | Carbon Credit | real-estate | historical-balances, conversion, conversion-minter |
system-tokenized-art | Tokenized Art | real-estate | historical-balances, voting-power, permit |
system-precious-metal is minimal because the asset reads weight, purity, and custody facts from the metadata schema, not from token features. Use the precious metals walkthrough when you need the issuance steps and backing-evidence split for a gold, silver, platinum, or palladium programme. system-real-estate adds voting-power for fractional-ownership governance and aum-fee for property-management accrual. system-carbon-credit is conversion-based because retired credits convert into a retirement token rather than redeeming through maturity. system-tokenized-art adds voting-power for fractional decisions about the underlying piece.
Tokens from every real-assets template support burn, so a supply manager can permanently remove units from circulation: cancel a fractional real-estate holding, retire a credit, or correct an issuance. Burning follows the same rules as any other asset. It needs the supply management role, the asset must not be paused, and it destroys supply rather than transferring it. See Burn assets for the console steps, batch limits, and frozen-balance handling.
Structured products (asset class structured)
Three templates target structured-note and asset-backed instruments backed by the bond base asset type.
| Template ID | Display name | Required features |
|---|---|---|
system-principal-protected-note | Principal-Protected Note | historical-balances, maturity-redemption, fixed-treasury-yield, permit |
system-autocallable-note | Autocallable Note | historical-balances, maturity-redemption, permit |
system-asset-backed-token | Asset-Backed Token | historical-balances, maturity-redemption, fixed-treasury-yield, transaction-fee-accounting, external-transaction-fee, permit |
system-principal-protected-note pairs maturity-redemption with fixed-treasury-yield so principal returns at maturity with coupon accrual along the way. system-autocallable-note drops the yield feature because autocallable returns are payoff-shape-dependent rather than periodic. The operator records the payoff terms in the template metadata. system-asset-backed-token is the most feature-dense entry: it composes treasury yield with fee accounting and an external transaction fee to model securitised pools where the fee is paid in a separate denomination asset.
Choose between similar templates
| Question | Pick |
|---|---|
| Is this a debt instrument with a maturity date and periodic coupon? | One of the bond templates; choose by issuer type (system-sovereign-bond, system-bond, system-syndicated-loan, system-green-bond) |
| Is the debt instrument a zero-coupon discount note? | system-treasury-bill (sovereign) or system-commercial-paper (corporate short-term) |
| Should the instrument convert into equity? | system-convertible-note |
| Is it a pre-priced-round convertible investment with no interest and no maturity? | system-safe |
| Is it a time-boxed right to convert that expires worthless if unexercised? | system-warrant |
| Will the shares receive conversions from a convertible instrument? | system-convertible-target-equity |
| Are the shares ordinary voting common? | system-equity |
| Are the shares non-voting preferred? | system-preferred-equity |
| Is this an open-end NAV-priced fund? | system-fund, system-etf, or system-money-market-fund depending on fee mechanic and yield posture |
| Is this a closed-end private fund? | system-private-equity-fund |
| Is this a bank deposit instrument? | system-deposit (demand or term) or system-certificate-of-deposit (term CD) |
| Is this a fiat-backed stable token? | system-stablecoin |
| Is the backing physical? | system-precious-metal, system-real-estate, or system-tokenized-art |
| Is this a structured payoff instrument? | system-principal-protected-note, system-autocallable-note, or system-asset-backed-token |
When the catalog does not fit
If none of the built-in templates match the intended instrument, author an organisation-owned template instead of overriding the required-feature list on a system template. Organisation-defined templates preserve the catalog as a stable reference and give your override an identifier the auditor can trace. See Custom template authoring.
Read next
- Custom template authoring for the tutorial that walks an operator from blank to a published organisation-owned template.
- Create asset for the Asset Designer entry path that consumes a chosen template.
- Feature constraints for the dependency, incompatibility, and order-of-application rules the Asset Designer enforces.
- Token features for the per-feature architecture references the catalog above links into.
Instrument templates in DALP: build and reuse asset blueprints
Create, reuse, and publish instrument templates for the Asset Designer.
Author a custom DALP instrument template
Walk an operator through creating a custom DALP instrument template, from choosing an asset class to publishing the template for the Asset Designer.