Solution design

Flow steps

• In Affinity, create a list that consolidates all the necessary information for subscription creation in Anduin.
• Once an opportunity is ready, Anduin initiate the subscription creation process, transferring all relevant data and prefilling the subscription.
• The investor receives an invitation and enters the system with a subset of data already populated, reducing manual input and ensuring a seamless experience.

Configuration

Find the right solution

• Navigate to Browse tab
• Look for Affinity (Order Creation) integration
• Initiate the installation

Install and Configure

1. Introduction

• This is supposed to be a introductory screen. You can name the integration your way and skip to the next step.

2. Authentication

• Enter your API key here to authenticate.

3. Select Anduin object

• Specify the Fund you want to set up the connection with.

4. Select Anduin object

• Select the data template that will define the list of data points that Anduin can digest from your system. You can specify 1) Anduin standard fields which only entail limited fields or 2) custom data template which requires collaboration with Anduin.
• Select the Affinity list that will send data to Anduin

5. Configure data mapping

• Map specific data points from Affinity to corresponding data points in Anduin. Currently, the configuration supports only one-to-one mapping.

6. Define the data trigger

• Trigger field: specify the data field that represents the readiness of an investment opportunity in your selected Affinity list. For example, if a certain Fundraise Status indicates the investor is ready for onboarding in Anduin, that status field should be set as the trigger. We'll use this field to determine whether to initiate subscription creation.
• Trigger value: define the specific value that triggers subscription creation in Anduin. For instance, if fundraise status = Due Diligence signals readiness, we'll create a subscription whenever a record reaches this status value.
• Unique ID: provide the value in your system that identifies record uniqueness, so we can map it to our internal unique ID. This mapping will be used for the identification process in future operations.

7. Contact fields

• As part of the workflow, an invitation will be sent to the investor’s email. From the selected Affinity list in the previous step, please specify which columns correspond to the Primary Investor and Collaborators. We will reference these columns to send invitations accordingly. Note that each subscription allows only one Primary Investor and multiple Collaborators.