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Each Lerian product and plugin owns one job, and most real flows touch more than one. The rule that prevents most mistakes:
Plugins perform actions; Midaz is the source of truth for state.
Tell a plugin to do something — move money, apply a fee. Ask Midaz what the money actually is — balances, history, who owns what.

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Which API for which job

You want to…CallWhy
Authenticate before any callAccess ManagerIssues the tokens every product API trusts
Move money in or outTED (payment plugin)Executes the transfer and records it in Midaz for you
Read a balance, statement, or transactionMidaz (the ledger)The ledger is the source of truth for state — don’t infer a balance from a payment plugin
Identify who owns an accountMidaz (CRM is built in)Holders live inside Midaz; there’s no separate identity service to register first
Apply a feeFees EngineIt calculates the fee and returns it; your app submits the transaction to Midaz
Validate a transaction before it happensTracerReturns ALLOW / DENY / REVIEW before you submit anything
Generate a report (including regulatory)ReporterReads Midaz data read-only, on its own period and format
“Identity” in Lerian refers to Access Manager’s user and access management (who can use the products), not the account holder. The account owner is a Holder in Midaz’s built-in CRM — there’s no separate identity service to call before opening an account.

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Flows that span products

The common multi-step flows — and the API that owns each step:
  • Validate, then move — Tracer → TED. Check the transaction with Tracer first; only call the payment plugin if the decision is ALLOW. This is why a transaction can be rejected before you ever submit it — validation is a separate, earlier step.
  • Confirm a payment actually landed — TED → Midaz. The payment plugin confirms the transfer event; to confirm the money moved and read the new balance, go to Midaz. “The plugin says done” and “the ledger shows the balance” are two different facts.
  • See the net after a fee — Fees → Midaz. Fees tells you what the fee is; Midaz tells you what’s left in the account once it’s posted.
  • Build a period or regulatory report — Midaz → Reporter. A month of activity lives in Midaz; Reporter reads it and produces the BACEN or fiscal output with its own period and format parameters.

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See also