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This guide is for Enterprise Model users with access to Midaz and Access Manager. It also shows how to add three optional capabilities — Fees Engine, CRM, and Smart Templates — in the most effective order.

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Getting started: Setup order

For clean, modular integrations, follow this setup order:
Recommended setup order for the Enterprise Model, sequencing Midaz, Access Manager, and the optional Fees, CRM, and Smart Templates capabilities

Figure 1. Enterprise Model setup order.

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Step 1: Configure Midaz Core

Start with the Midaz recommended workflow. It covers these tasks:
  • Create your Organization and Ledger(s).
  • Define assets and account types.
  • Set up portfolios, accounts, and segments.
  • Configure Accounting Routes for validation.
  • Build double-entry transaction workflows.

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Step 2: Activate Access Manager

Access Manager centralizes authentication and role-based access control (RBAC) for Midaz and its plugins.
  • Define user roles and scopes.
  • Assign permissions to API keys or users.
  • Control access to operations by role.
Start with the Access Manager Setup page.

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Step 3: Integrate CRM

CRM maps customer data to Midaz portfolios.
  • Register customers as Holder objects.
  • Create Aliases to link Holders to specific ledger accounts.
  • Add metadata for compliance, segmentation, and insights.
This links each customer to the right ledger accounts.
Start with the CRM Setup page.

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Step 4: Configure Fees Engine

Use the Fees Engine to automate pricing and monetization rules across your operations.
  • Define fee packages with flat or percentage calculations.
  • Attach fees to operations like transfers or withdrawals.
  • Control when and how the Fees Engine calculates and charges each fee.
Start with the Fees Engine Setup page.

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Step 5: Design with Smart Templates

Use Smart Templates to generate dynamic, personalized content such as:
  • Transaction summaries
  • Regulatory documents
  • Customer notifications
Use it to standardize messages across channels with context data from Midaz and CRM.
Start with the Smart Templates Setup page.

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Final recommendations

After you set up all systems:
  • Review the integration points between Midaz and each capability.
  • Create automated workflows that combine ledger events, customer data, and fee logic.
  • Apply permission rules with Access Manager to control access at scale.
Lerian capabilities are modular. Activate and expand them progressively as your architecture matures.