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An Alias Account links a Holder to an underlying Midaz Account and stores customer-facing account identifiers separately from ledger balances.

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Before you start

You need an existing Holder and an existing Midaz Account. Keep the Account alias available because this page connects Holder information to the ledger Account.

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Create the Alias Account

1
Go to the Alias Accounts page and click the New Alias Account button.
2
A window will open where you can specify the information about the account.
3
Fill in all the necessary information and click Create Alias Account.
4
If the creation is successful, you will receive a confirmation message, and the list will refresh to show the new Alias Account.

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Field guide

FieldWhat to enterExample
HolderHolder that owns or controls this Alias Account.John Doe
Account aliasMidaz Account alias to connect to this Alias Account. Include the @ prefix when required.@customer_123_checking
Alias nameFriendly name operators can recognize.John Doe Checking
Branch or bank fieldsExternal banking information when your use case needs it.0001
Account numberCustomer-facing account number or external account identifier.123456-7
TypeClassification of the account relationship.checking
Metadata KeyOptional classification or integration field name.sourceSystem
Metadata ValueValue for the metadata key.crm

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What to do next

After creating the Alias Account, use it to identify the customer account in operational flows, or return to Managing Alias Accounts to review the record.

API equivalent

Create Alias Account endpoint