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Home

  • Welcome to our documentation

Getting Started

  • About getting started
  • Introduction
    • What is Lerian?
    • What is Midaz?
  • Use cases
    • Midaz in banking
    • Midaz in a global portfolio
    • Midaz for academic record management
    • Midaz for supply chain management
  • Installing and updating
    • Installing Midaz monorepo
    • Installing Midaz Console
    • Installing Midaz All-in-One
    • Updating Midaz
  • Deployment
    • Midaz Terraform Foundation
    • Using Helm
  • Best practices
    • Common mistakes to avoid
    • Recommended workflows
    • Scalability strategies
    • Structuring bank operations with Midaz
    • Midaz production best practices
  • FAQ

Midaz

  • About Midaz
    • Core features
    • Rest API
    • Data model
  • Architecture
  • Security
  • Observability
  • Core entities
    • Organizations
    • Ledgers
    • Assets
    • Segments
    • Portfolios
    • Accounts
    • Transactions
      • Transactions DSL
      • Amount and scale
    • Operations

Midaz Console

  • About Midaz Console
    • Midaz Console with Access Manager
  • User guides
    • Midaz Console onboarding
    • Managing Organizations
      • Creating an Organization
      • Editing an Organization
      • Deleting an Organization
    • Managing Ledgers
      • Creating a new Ledger
      • Editing a Ledger
      • Deleting a Ledger
    • Managing Assets
      • Creating the first Asset
      • Creating a new Asset
      • Editing Asset information
      • Deleting an Asset
    • Managing Accounts
      • Creating an Account
      • Editing Account information
      • Deleting an Account
    • Managing Segments
      • Creating the first Segment
      • Creating a new Segment
      • Editing Segment information
      • Deleting a Segment
      • Adding a Segment to an Account
    • Managing Portfolios
      • Creating the first Portfolio
      • Creating a new Portfolio
      • Editing Portfolio information
      • Deleting a Portfolio
      • Adding a Porfolio to an Account
    • Managing Transactions
      • Creating the first Transaction
      • Creating a new Transaction
      • Checking Transaction details

Midaz SDKs

  • About Midaz SDK
  • Midaz SDK for Go
  • Midaz SDK for TypeScript

Midaz libs

  • About Midaz libs
  • lib-commons
  • lib-commons-js

Midaz CLI

  • 🚧 About Midaz CLI (under development)

Non-transactional plugins

  • Access Manager
    • Auth
    • Identity
    • Using Access Manager
  • CRM
    • CRM data security
    • Using CRM
  • Fee Engine
    • Fee Engine calculations
    • Using Fee Engine
  • Smart Templates
    • Template examples
    • Using Smart Templates
  • 🚧 Accounting (under development)
  • 🚧 Auditability (under development)
  • 🚧 Workflows (under development)

User guides

Suggest Edits

In this section, you will find user guides that can help you perform several tasks using Midaz Console, such as:

  • Managing Organizations
  • Managing Ledgers
  • Managing Assets
  • Managing Segments
  • Managing Accounts
  • Managing Portfolios
  • Managing Transactions

Updated 11 days ago