A Holder represents the person or company behind one or more Accounts. Create the Holder before creating Alias Accounts that connect customer-facing account information to ledger Accounts.Documentation Index
Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
Use this file to discover all available pages before exploring further.
Before you start
Decide whether the Holder is an Individual or Corporate record. The selected type controls which identity and registration fields appear in the form.
Create the Holder
A window will open where you can choose the type of holder that you want to create.
- If you select Individual (Natural Person), you will be redirected to the New Holder page, where you can specify the information of the individual.
- If you select Corporate (Legal Person), you will be redirected to the New Holder page, where you can specify the information of the company.
Field guide
| Field | What to enter | Example |
|---|---|---|
| Holder type | Select whether the Holder is an individual person or a company. | Individual |
| Legal name or full name | Official name used to identify the Holder. | John Doe |
| Document | Tax ID, national ID, or company registration number expected by your operation. | 12345678900 |
| Contact email for the Holder. | john.doe@example.com | |
| Phone | Contact phone number, including country or area code when required. | +5511999999999 |
| Address fields | Registration or billing address for the Holder. | Sao Paulo, BR |
| External ID | Optional ID from your CRM, core banking, KYC, or customer system. | customer_123 |
| Metadata Key | Optional classification or integration field name. | kycStatus |
| Metadata Value | Value for the metadata key. | approved |
What to do next
After creating the Holder, create an Alias Account to connect the Holder to a Midaz ledger Account in Creating an Alias Account.