Welcome to Lerian Enterprise. If you've just joined with access to Midaz and our suite of enterprise-grade plugins, this guide is your starting point. It outlines the ideal setup flow to help product managers, engineers, and operational teams onboard with confidence.

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Note
This guide is for Enterprise Model users with access to Midaz and Access Manager.
You’ll also see how to integrate optional plugins — Fees Engine, CRM, and Smart Templates — in the most effective order.

Getting started: Setup order

To ensure modularity and clean integrations, we recommend the following setup order:

Step 1: Configure Midaz Core

Begin by following the steps in the Midaz recommended workflow. This includes:

Creating your Organization and Ledger(s).
Defining assets and account types.
Setting up portfolios, accounts, and segments.
Configuring Transaction Routing for validation.
Implementing transaction workflows (double-entry).

Step 2: Activate Access Manager

Access Manager centralizes authentication and role-based access control (RBAC) for Midaz and its plugins.

Define user roles and scopes.
Assign permissions to API keys or users.
Control access to operations based on roles.

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Tip
Start by checking the Access Manager Setup page.

Step 3: Integrate CRM

The CRM Plugin helps you map customer data to Midaz portfolios.

Register customers as Holder objects.
Create Aliases to link Holders to specific ledger accounts.
Add metadata for compliance, segmentation, and insights.

This ensures your customers are correctly represented and linked to ledger activity.

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Tip
Start by checking the CRM Plugin Setup page.

Step 4: Configure Fees Engine

Use the Fees Engine to automate pricing and monetization rules across your operations.

Define fees and charge strategies (flat, tiered, dynamic).
Attach fees to operations like transfers or withdrawals.
Control when and how fees are calculated and charged.

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Tip
Start by checking the Fees Engine Setup page.

Step 5: Design with Smart Templates

The Smart Templates plugin allows you to generate dynamic, personalized content such as:

Transaction summaries
Regulatory documents
Customer notifications

Use it to standardize messaging across channels while injecting contextual data from Midaz and CRM.

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Tip
Start bu checking the Smart Templates Setup page.

Final recommendations

Once all systems are in place:

Review integration points between Midaz and each plugin.
Create automated workflows combining ledger events, customer data, and fee logic.
Apply permission rules using Access Manager to control access at scale.

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Tip
All Lerian plugins are designed to be modular. You can activate and expand usage progressively as your architecture matures.