Lerian product journeys

Journeys that combine Lerian products, such as Midaz and Tracer, into one business flow.

These diagrams show how Lerian products work together in a business journey. They describe the behavior of our own products and APIs, so the product documentation and the API reference are the source for every step. Lerian supports these flows as part of the products.

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Journeys

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Midaz

• Set up a ledger and post the first transaction (API): From the organization and the ledger to a posted transaction and its balances.
• Reserve an amount, then confirm or cancel (API): Reserve an amount with a pending transaction, then confirm or cancel it.
• Reverse a transaction (API): Post the reversal of an approved transaction and keep the original as it is.
• Charge a fee on a transaction (API): Let a fee package add the fee to each matching transaction.
• Settle fee debt (API): Keep the unpaid part of a deferrable fee as fee debt and settle it later.
• Register a holder and open an account (API): Register the owner of an account and open the account for it.

Tracer

• Set up rules and spending limits (API): Create and activate the rules and spending limits that Tracer decides with.
• Validate a transaction before the ledger (API): Ask Tracer for a decision, then post to Midaz only after ALLOW.
• Check Midaz transactions with Tracer (API): Midaz asks Tracer about a transaction before any balance moves.
• Investigate a decision in the audit trail (API): Read why Tracer decided, and verify the audit trail.

Reporter

• Connect a data source (API): Register your database in Reporter, test the connection and read its tables and fields.
• Generate and download a report (API): Upload a template, request a report, follow its status and download the file.