Set up contract call policy

Create a contract-signing policy

1. Log into Cobo Portal.
2. Click > Transaction Policies in the main menu on the left-hand side.
3. Click Create Policy > Contract Call.

4. Enter a Policy Name. The name should not exceed 30 characters.
5. Select all the Applicable Wallets that are applicable to the policy you are about to create.
6. Select a Applicable Network that is applicable to the policy you are about to create.
7. Under If, click + Add condition to select a condition template. You can add one or more conditions to each policy. If multiple conditions are applied, the policy will be triggered only if the transaction satisfies all conditions. To learn more about conditions, see Select condition template
   • You have the option to skip setting any conditions and proceed directly to the next step. This means that any transaction signing associated with the applicable wallets will trigger this policy.
8. Select the action to be taken if the policy is triggered (i.e., Auto Approval, Auto Rejection, and Approval Quorum), then click Next. To learn more about approval actions, see Set approval action.
9. Review and confirm the policy, then click Next.
10. Adjust and review the priority of your policies. Transactions will be matched with policies in the list based on their priority order.
    • Once a higher-priority policy is triggered, subsequent policies will no longer be triggered.
    • By default, the newly created policy will be placed at the top of the policy list and highlighted. You can change the order by dragging and dropping.
11. Click Submit and, if required, complete the MFA verification.

Select condition template

Initiators: The policy will be triggered only if the transaction is initiated by selected entities.

• API Keys: You can specify whether any team members, or only specific members, are allowed to initiate transactions via APIs.
• Web Users: You can specify whether any team members, or only specific members, are allowed to initiate transactions via the web console.

Token Approval: The policy will be triggered only if a token approval is associated with specific types of tokens, spenders, and amounts.

• Token Types: You can specify the types of tokens the spenders are allowed to spend.
• Frequency: You can define either the maximum amount applied per transaction or within a specified time window, denominated in hours.
• Amounts: You can specify the maximum amount for the spender to spend per transaction.
• Approved Spenders: You can specify the spender addresses associated with the token approval. Note that you can only select addresses already added to the address lists. To learn more about address lists, see Create an address list.

Token Transfers: The policy will be triggered only if a token transfer is associated with specific token types, frequency, transfer amounts, and receiving addresses.

• Token Types: You can specify the types of tokens available for transactions.
• Frequency: You can define either the maximum transaction amount applied per transaction or within a specified time window, denominated in hours.
• Transfer Amounts: You can set the maximum transaction amount.
• Receiving Addresses: You can specify the receiving addresses for the transfer. Note that you can only select addresses already added to the address lists. Refer to the Create an address list section for more information.

Custom Contract Calls: The policy will be triggered only if a smart contract call meets the specified criteria. You can select granularity at the Contract-level, Method-level, or Parameter-level.

• Contract-level: You can specify the smart contract addresses for the call. The policy will be triggered when the Target Contracts of the contract call match one of the specified addresses. Please note that you will need to manually enter the contract addresses.
• Method-level: You can specify the smart contract address and methods for the call. The policy will be triggered if both the Target Contracts and one of the Methods match the specified criteria.
  • If the displayed methods are incorrect, you can obtain the Contract Application Binary Interface (ABI) from the blockchain explorer or manually enter an ABI.
• Parameter-level: You can specify the Target Contract, Method, and Parameters for the call. The policy will be triggered only if the Target Contract’s smart contract address, Method, and Parameters match the specified criteria.
  • To add one Parameters, click Create.
  • To add multiple Parameters, click + Add parameter in the pop-up window. If you would like to add a Boolean group, click + Add Group.
  • The relationship between parameters within the same group defaults to “And” and can be switched to “Or”.
  • The relationship between different groups defaults to “Or” and can be switched to “And”.
  • You can configure the parameters through the Easy Mode interface or manually enter condition expression statements by clicking Expert Mode.

Set approval action

Currently, Cobo Portal supports four types of approval actions:

• Auto Approval: Transactions meeting the above conditions will be automatically approved.
• Auto Rejection: Transactions meeting the above conditions will be automatically rejected.
• Approval Quorum: Transactions meeting the above conditions will require a specified number of approvals to proceed. Please click + Select Approvers to add one or more team members as approvers. You can choose by role types or member names. Then, set the approval quorum.

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