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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
Installing Midaz Console
Installing Midaz All-in-One
Updating Midaz
Deployment
Deploying using Helm
Best Practices
Recommended Workflows
Common Mistakes to Avoid
Scalability Strategies
Structuring Bank Operations with Midaz
FAQ
Midaz
About Midaz
Core Features
Architecture
Rest API
Security
Data Model
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 CLI
🚧 About Midaz CLI (under development)
Non-transactional plugins
🚧 Auditability (under development)
Access Manager
Auth
Identity
Using Access Manager
Fee Engine
Fee Engine Calculations
Using Fee Engine
CRM
CRM Data Security
Using CRM
🚧 Smart Template (under development)
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