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Walley provides automation features that let you pre-configure rules for recurring or delegated wallet actions, reducing the need to manually approve every individual transaction. These features are powerful — and they require careful configuration. When you enable automation, you authorize future transactions to execute based on the rules you set, without per-transaction confirmation. This guide explains how each feature works, how to configure and disable it, and what you are responsible for when automation is active.
Enabling automation means that future transactions can execute automatically based on your configured permissions — without requiring you to approve each one individually. Review your automation settings carefully and revisit them regularly. You are responsible for any on-ledger actions that result from your configured rules.

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What Automation Features Are

Walley currently offers two automation features:
  • Transfer Pre-Approval: Define rules that allow specific future transfers to proceed automatically, based on criteria you configure (such as counterparty, asset type, or amount limits).
  • Merge Delegation: Delegate control of merge operations to a designated party or rule set, allowing merge actions to be initiated without your per-action approval.
Both features operate at the ledger level — once a pre-approved rule triggers a transfer or a delegated merge executes, the resulting transaction is on-ledger and irreversible.

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Transfer Pre-Approval

Transfer pre-approval lets you define standing rules that authorize specific categories of transfers to proceed automatically when they match your criteria. This is useful for recurring payments, trusted counterparty relationships, or workflow integrations where manual approval of every transfer is impractical.

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How to Configure Transfer Pre-Approval

1

Open Automation Settings

Navigate to Settings → Automation in the Walley interface.
2

Select Transfer Pre-Approval

Choose Transfer Pre-Approval and select Add Rule.
3

Define the rule criteria

Configure one or more of the following criteria for the rule:
  • Counterparty: The Party Hint or party ID of the counterparty whose transfers you pre-approve.
  • Asset type: The specific Canton Network asset the rule applies to.
  • Amount limit: The maximum transfer amount this rule will auto-approve. Transfers above this threshold still require manual confirmation.
  • Direction: Whether the rule applies to incoming transfers, outgoing transfers, or both.
4

Review and save the rule

Walley displays a summary of the rule before saving. Confirm all criteria are correct, then select Save Rule. The rule becomes active immediately.
Pre-approval rules evaluate against on-ledger transfer requests in real time. A transfer that meets all your rule criteria executes automatically — Walley does not prompt you again for that transaction.
Start with conservative limits when setting up pre-approval for the first time. You can always broaden a rule’s scope later once you’ve confirmed it behaves as expected.
If an incoming or outgoing transfer does not match any of your active pre-approval rules, Walley routes it to your standard approval queue. You receive a notification (if enabled) and must manually approve or reject it in the Pending section of the dashboard.

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Merge Delegation

Merge delegation allows you to authorize a designated party or automated process to initiate merge operations on your behalf. Merges consolidate multiple asset contracts into a single holding and are typically used to simplify your on-ledger asset structure.

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How to Configure Merge Delegation

1

Open Automation Settings

Navigate to Settings → Automation in the Walley interface.
2

Select Merge Delegation

Choose Merge Delegation and select Configure.
3

Specify the delegate

Enter the Party Hint or party ID of the party or system you are delegating merge control to. Walley displays the resolved party identity — verify it matches your intent before continuing.
4

Set delegation scope (if applicable)

Configure any scope limits, such as restricting delegation to a specific asset type or setting an expiry for the delegation.
5

Confirm and activate

Review the delegation summary and select Activate Delegation. The delegation takes effect immediately and persists until you explicitly revoke it.
The party you delegate merge control to can initiate merge operations on your assets without your per-action approval. Only delegate to parties you trust completely. Verify the party ID carefully before activating — delegating to an unintended party cannot be undone for operations already executed.

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Disabling and Revoking Automation Settings

You can disable any automation rule or delegation at any time from the Walley interface.

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Revoking a Pre-Approval Rule

1

Navigate to Automation Settings

Go to Settings → Automation → Transfer Pre-Approval.
2

Locate the rule

Find the rule you want to revoke in the active rules list.
3

Delete the rule

Select Delete next to the rule. Walley removes it immediately. Transfers that previously matched this rule now route to your manual approval queue.

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Revoking Merge Delegation

1

Navigate to Automation Settings

Go to Settings → Automation → Merge Delegation.
2

Revoke the delegation

Select Revoke Delegation next to the active delegation. Walley terminates the delegation immediately. The previously delegated party can no longer initiate merge operations on your behalf.
Revoking a rule or delegation does not affect transactions that were already executed under that rule. Only future transactions are blocked. Review your Activity feed to audit any automated actions that occurred before the revocation.

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Your Responsibilities When Using Automation

Automation features shift approval responsibility from per-transaction confirmation to rule configuration. This means the burden of oversight moves to your settings rather than your inbox.
You are responsible for monitoring your active automation rules and delegation settings. Walley cannot reverse on-ledger transactions that were executed under a rule you configured — even if the rule was misconfigured or the delegated party acted unexpectedly. Review your automation settings regularly and remove any rules or delegations that no longer reflect your intent.
  • Audit regularly: Review your active pre-approval rules and delegations at least monthly, or after any change in your workflow or counterparty relationships.
  • Use amount limits: Always set a maximum amount on pre-approval rules to contain the blast radius of a misconfiguration.
  • Limit delegation scope: Restrict merge delegation to specific asset types where possible, rather than granting broad delegation.
  • Check your Activity feed: Regularly review the Activity section of the Walley dashboard to verify that automated transactions match your expectations.
  • Revoke promptly: Remove any rule or delegation as soon as it is no longer needed.