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Use Midaz Module to manage Segments that help you organize and categorize your accounts. Segments provide a way to group accounts by business purpose, department, region, or any other classification relevant to your organization.

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What are Segments?

A Segment is an organizational unit that helps you classify and group accounts within a ledger. In Midaz Module, segments enable you to:
  • Organize accounts by purpose - Group accounts by business function, department, or product line
  • Create reporting hierarchies - Build structures for financial reporting and analysis
  • Apply business rules - Use segments to define operation routes and transaction rules
  • Maintain flexibility - Add custom metadata for integration and business-specific needs
Segments are ledger-specific, meaning each ledger can have its own set of segments tailored to its organizational structure. For technical details about segments in Midaz, refer to the Segments documentation.

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Accessing the Segments page

To open the Segments page, select the Segments option on the Accounts section of the left-side menu. The Segments page displays a table listing all Segments in your Ledger.
If you do not have any Segments, the list will appear empty with a prompt to create your first segment.

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Available actions

From the Segments page, you can:

Create a Segment

Add a new segment to organize your accounts

Edit a Segment

Update segment name and metadata

Delete a Segment

Remove a segment from your ledger

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Common Use Cases

Create segments to represent different departments or cost centers:
  • Finance - For treasury and financial operations accounts
  • Operations - For operational and transactional accounts
  • HR - For payroll and employee-related accounts
  • Sales - For revenue and customer-related accounts
Organize accounts by product or service offering:
  • Checking Products - All checking account-related segments
  • Savings Products - Savings and investment account segments
  • Loans - Credit and lending product segments
  • Cards - Credit and debit card operation segments
Group accounts by geographic region:
  • North Region - Accounts for northern operations
  • South Region - Accounts for southern operations
  • International - Cross-border and international accounts
Create segments for regulatory and reporting purposes:
  • Regulatory Reserve - Accounts subject to reserve requirements
  • Audit Trail - Accounts requiring special audit tracking
  • Tax Reporting - Accounts with specific tax reporting needs

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Best Practices

1

Plan your segment structure

Design your segment hierarchy before creating accounts. A well-planned structure makes account management and reporting easier.
2

Use clear, descriptive names

Choose segment names that clearly indicate their purpose. This helps team members understand account organization at a glance.
3

Leverage metadata for additional context

Use the Metadata tab to store additional information like cost center codes, department IDs, or integration references.
4

Keep segments consistent across ledgers

If you have multiple ledgers, consider using consistent segment naming conventions for easier cross-ledger reporting.
5

Review segments regularly

Periodically review your segment structure to ensure it still aligns with your organizational needs.

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Segments and Operation Routes

Segments can be used in combination with Operation Routes to control transaction flows. You can create rules that:
  • Allow transactions only between accounts in the same segment
  • Restrict certain operations to specific segments
  • Route transactions based on segment classification
This integration provides powerful control over your transaction processing while maintaining organizational clarity.