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This page provides the official templates for all narrative and task-oriented documentation in the Lerian ecosystem: product overviews, architecture pages, getting started guides, entity references, how-to guides, and plugin overviews. These templates reflect the structure and patterns established in the Midaz documentation. Use them as a starting point for any new page. Apply voice and tone and capitalization rules regardless of which template you use. For API endpoint documentation, see API Reference templates.

Product overview page


The entry point for a product or plugin. Answers three questions: what is it, why use it, and how does it work.
1

Title and subtitle

Use “What is [Product]?” as the title. Add a one-line subtitle in the frontmatter description field that summarizes the product in plain language.
---
title: "What is [Product]?"
description: "[Product] does [X] for [audience]."
---
2

Opening paragraph

Two to three sentences. State what the product is, what it does, and where it fits in the Lerian ecosystem. Mention the licensing model (source-available, proprietary) and link to the GitHub repo if applicable.
Reference: What is Midaz? opens with a single paragraph that covers product definition, licensing, and source availability.
3

Why use [Product]

Frame the problem the product solves. Use a bullet list for the key value propositions. Each bullet starts with a bold label followed by a colon and a one-line explanation.
* **Own your ledger**: Source-available means full transparency and no vendor lock-in
* **Move fast**: Modular architecture lets you add products without re-architecting
4

What [Product] does

List core capabilities as bullets. Follow with a “Built for” subsection if the product serves distinct audiences (fintechs, banks, enterprises).
5

Common use cases

Use an <AccordionGroup> with 3–5 use cases. Each accordion has a short title and a 2–3 sentence description of the scenario.
<AccordionGroup>
  <Accordion title="Digital banking">
    Launch checking accounts, savings products, and instant transfers.
  </Accordion>
</AccordionGroup>
6

How [Product] works

Use a <Steps> component to walk through the high-level workflow (4–6 steps). Each step has a verb-based title and a 1–2 sentence explanation.
7

Integrations (optional)

A table mapping related Lerian products to what they add.
ProductIntegration
MatcherReconcile ledger transactions against external data sources
8

Next steps

A <CardGroup cols={2}> with 3–4 cards pointing to: architecture/concepts, quick start, use cases, and API reference.
Reference pages: What is Midaz? · What is CRM? · Pix in Lerian

Architecture and concepts page


Explains the internal structure of a product — its domains, entities, and how they relate. This is the “About [Product]” page.
1

Opening paragraph

One paragraph that positions the product architecturally. Mention the domain-driven design if applicable.
2

Domains or components

Break the product into its logical domains (e.g., Onboarding Domain, Transaction Domain). Each domain gets an H3 heading with:
  • A short description of its purpose
  • A bullet list of its components, each with a bold name and a one-line definition
Use glossary tooltips for domain-specific terms on first mention:
<GLedger>Ledger</GLedger>
3

Summary table

End with an “In short” section containing a table that maps domains to their purpose and key APIs.
DomainPurposeKey APIs
OnboardingStructure and configurationOrganizations, Ledgers, Assets
Reference page: About Midaz

Getting started page


A hands-on tutorial that takes the reader from zero to a working setup. Target: under 15 minutes.
1

Title and subtitle

Use “Getting started with [Product]” as the title. The subtitle should set expectations: what the reader will accomplish and how long it takes.
2

Prerequisites

A table listing required tools with minimum versions and check commands.
ToolMinimum versionCheck command
Go1.24+go version
Add a <Note> for OS compatibility.
3

Numbered steps

Each step is an H2 with the format “Step N — [Verb] [object]” (e.g., “Step 1 — Clone the repository”). Inside each step:
  • A 1–2 sentence explanation of what the step does and why
  • A code block with the exact command
  • A <Tip> or <Note> for important details (ports, default values, gotchas)
Link to the full API reference for each endpoint used:
<Tip>
  For the complete endpoint specification, see [Create an Organization](/en/reference/midaz/create-an-organization).
</Tip>
4

Verification step

Always include a final step that confirms the setup works (e.g., check a balance, query a status endpoint).
5

Next steps

A <CardGroup cols={2}> pointing to entities, transactions, use cases, and API explorer.
Reference page: Getting started with Midaz

Entity reference page


Documents a single core entity (Account, Ledger, Transaction, Holder, etc.). Explains what it is, how it behaves, and how to use it.
1

Opening definition

One paragraph defining the entity, its role in the system, and its relationship to other entities.
2

Core concepts

Explain key behaviors and rules. Use H3 subsections for distinct concepts. Include diagrams (<Frame>) when relationships are complex.
3

Code examples

Use <CodeGroup> to show JSON and DSL examples side by side when both are supported. Use realistic payloads.
<CodeGroup>
   ```json JSON Example
   	{ "name": "Revenue Account", "assetCode": "BRL", "type": "deposit" }
   ```
   ```go DSL Example
   	(from @revenue :amount BRL 1000)
   ```
</CodeGroup>
4

Visual diagrams

Use <Frame caption="Figure N. Description"> for architecture, flow, or entity relationship diagrams.
5

Related pages

Link to the API reference, related entities, and relevant guides.
Reference pages: Transactions · Accounts · Holders

Guide page


Explains how to accomplish a specific task or implement a use case. Task-oriented and contextual — explains the “why” alongside the “how.”
1

Opening context

One to two paragraphs explaining what the reader will accomplish, who this guide is for, and what problem it solves. Be specific — not “learn about X” but “configure X to handle Y.”
2

Prerequisites

What must already be set up or understood. Link to relevant pages.
3

Step-by-step instructions

Use H2 sections for major phases. Within each phase, use numbered steps or <Steps> components. Start each step with a verb.Include:
  • Code blocks with realistic payloads
  • <Tip> for best practices
  • <Warning> for common pitfalls
  • <Note> for important context
4

Verification

How the reader confirms the task was completed successfully.
5

Next steps

Cards or links to related guides, deeper concepts, or API references.
Keep the main guide focused. If a section grows beyond the scope of the task (architecture deep dives, algorithm details, security design), move it to a separate child page and link to it.
Reference pages: Getting started with CRM · Setting up the Pix integration

Plugin overview page


Plugin overviews follow the same structure as product overview pages, with these additions:
  • State clearly whether the plugin is source-available or proprietary, and whether it requires a license.
  • Specify the versioning relationship with Midaz (e.g., “CRM version always matches the Midaz Core version”).
  • Include a deployment model section: how the plugin is deployed relative to Midaz (independently, same namespace, etc.).
  • Add a requirements section listing what the institution needs to operate the plugin (ISPB, connectivity provider, DevOps maturity, etc.).
  • If applicable, include a trade-offs and challenges section that honestly describes the operational responsibilities the plugin introduces.
Reference pages: What is CRM? · Pix in Lerian · What is Fees Engine?

Component patterns


These Mintlify components appear across all guide templates. Use them consistently.
ComponentWhen to use
<Tip>Best practices, recommendations, cross-references to API specs
<Note>Important context that isn’t a warning (OS compatibility, default values)
<Warning>Common pitfalls, things that will cause errors if ignored
<Danger>Security-critical information, data loss risks, compliance responsibilities
<Steps>Sequential workflows (getting started, how it works)
<AccordionGroup>Use cases, optional configurations, expandable details
<CodeGroup>Multiple code formats for the same operation (JSON + DSL, bash + YAML)
<CardGroup>Next steps, related pages
<Frame>Diagrams and illustrations with captions
Glossary tooltipsFirst occurrence of domain-specific terms in a page