An Organization is the top-level entity in Midaz, representing a financial institution such as a bank or fintech. It owns and governs financial data within the platform, acting as the primary container for all financial operations.

In practical terms, a bank or financial group registers as an Organization in Midaz, establishing a structured environment for its operations.

Sub-Organizations

Organizations can establish parent-child hierarchies, enabling banks to represent subsidiaries, regional branches, or different business units within the same framework.

This hierarchical structure is ideal for financial groups that operate multiple legal entities but still require centralized oversight. Each entity can have its own set of Ledgers, ensuring operational independence while maintaining a consolidated view at the group level.

Organization Structure

• Organization > Ledgers: Every Organization can own multiple Ledgers. All financial records—such as accounts and transactions—are maintained within Ledgers that belong to a specific Organization.

Key Characteristics

• Organizations are the highest level in the hierarchy.
• Each Organization governs its own Ledgers, defining operational boundaries.

Flexible Hierarchies for Multibranch Companies

Midaz empowers businesses with dynamic organizational hierarchies, enabling seamless management of complex structures.

If your company has multiple locations or distinct divisions, you can create child organizations to represent specific branches, offices, or subdivisions. These child organizations connect to a parent organization, which provides a unified framework for maintaining consistency, enforcing governance, and streamlining operations.

This structure ensures data integrity, prevents unauthorized cross-organization interactions, and reinforces operational autonomy.

📘

Note

For businesses managing multiple organizations, we recommend leveraging this hierarchy to establish clear boundaries while enabling controlled collaboration where needed.

Example

Company XPTO is a Brazilian company with branches in São Paulo and New York. In this case, the structure would be as follows:

• Parent Organization: XPTO Ltda
• Child Organizations:
  • XPTO New York
  • XPTO São Paulo

Using this structure, the company can:

• Assign distinct operational roles to each branch.
• Monitor performance at both local and global levels.
• Customize workflows to match each branch’s unique needs.

Benefits of Organizational Structuring in Midaz

• Scalability: Easily add or modify branches as your business grows.
• Efficiency: Streamline processes across all levels of your organization.
• Personalization: Tailor configurations for each branch to enhance relevance and impact.

By offering this flexibility, Midaz adapts to your company's structure, no matter how straightforward or intricate it may be.

👍

Need help creating your Midaz Setup?

Our consulting service can help you design your Midaz structure to fit your organization’s unique needs. Whether you’re starting from scratch or optimizing an existing setup, we’re here to guide you. For more information, contact us .

Managing Organizations

To manage your Organizations you can use the Organizations API or the Organizations page on Midaz Console.

View Organization Details

• Via API:
  • To view the details of all Organizations, use the List Organizations endpoint.
  • To view the details of a specific Organization, use the Retrieve an Organization endpoint.
• Via Console: Access the Organizations page to view the detais of an Organization. For more information, refer to the Managing Organizations page.

Create an Organization

• Via API: Use the Create an Organization endpoint.
• Via Console: Use the Organizations page. For more information, refer to the Creating an Organization page.

Edit an Organization

• Via API: Use the Update an Organization endpoint.
• Via Console: Edit Organization details from the Organizations page. For more information, refer to the Editing an Organization page.

Delete an Organization

• Via API: Use the Delete an Organization endpoint.
• Via Console: Delete the organization from the Organizations page. For more information, refer to the Deleting an Organization page.