> ## 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.

# Managing Segments

> Create, edit, and delete Segments from the Console to classify Accounts by characteristics or business rules.

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.

## 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](/en/midaz/segments).

## 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.

<Note>
  If you do not have any Segments, the list will appear empty with a prompt to create your first segment.
</Note>

### Available actions

From the **Segments** page, you can:

<Columns cols={2}>
  <Card title="Create a Segment" icon="plus" horizontal href="/en/platform/lerian-console/midaz-console/creating-a-segment">
    Add a new segment to organize your accounts
  </Card>

  <Card title="Edit a Segment" icon="pen" horizontal href="/en/platform/lerian-console/midaz-console/editing-segment-information">
    Update segment name and metadata
  </Card>

  <Card title="Delete a Segment" icon="trash" horizontal href="/en/platform/lerian-console/midaz-console/deleting-a-segment">
    Remove a segment from your ledger
  </Card>
</Columns>

## Common Use Cases

***

<AccordionGroup>
  <Accordion title="Departmental organization">
    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
  </Accordion>

  <Accordion title="Product line separation">
    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
  </Accordion>

  <Accordion title="Regional organization">
    Group accounts by geographic region:

    * `North Region` - Accounts for northern operations
    * `South Region` - Accounts for southern operations
    * `International` - Cross-border and international accounts
  </Accordion>

  <Accordion title="Compliance and reporting">
    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
  </Accordion>
</AccordionGroup>

## Best Practices

***

<Steps>
  <Step title="Plan your segment structure">
    Design your segment hierarchy before creating accounts. A well-planned structure makes account management and reporting easier.
  </Step>

  <Step title="Use clear, descriptive names">
    Choose segment names that clearly indicate their purpose. This helps team members understand account organization at a glance.
  </Step>

  <Step title="Leverage metadata for additional context">
    Use the Metadata tab to store additional information like cost center codes, department IDs, or integration references.
  </Step>

  <Step title="Keep segments consistent across ledgers">
    If you have multiple ledgers, consider using consistent segment naming conventions for easier cross-ledger reporting.
  </Step>

  <Step title="Review segments regularly">
    Periodically review your segment structure to ensure it still aligns with your organizational needs.
  </Step>
</Steps>

## Segments and Operation Routes

***

Segments can be used in combination with [Operation Routes](/en/platform/lerian-console/midaz-console/managing-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.