Initiating with Enterprise Model

Set up Lerian Enterprise in the right order to onboard product, engineering, and ops teams across Midaz, Access Manager, and plugins.

This guide is for Enterprise Model users with access to Midaz and Access Manager. It also shows how to configure the Fees Engine and CRM capabilities that ship inside Midaz, and how to add Reporter — in the most effective order.

Getting started: Setup order

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For clean, modular integrations, follow this setup order:

Figure 1. Enterprise Model setup order.

Step 1: Configure Midaz Core

Start with the Midaz recommended workflow. It covers these tasks:

• Create your Organization and Ledger(s).
• Define assets and account types.
• Set up portfolios, accounts, and segments.
• Configure Accounting Routes for validation.
• Build double-entry transaction workflows.

Step 2: Activate Access Manager

Access Manager centralizes authentication and role-based access control (RBAC) for Midaz and its plugins.

• Define user roles and scopes.
• Assign permissions to API keys or users.
• Control access to operations by role.

Start with the Access Manager Setup page.

Step 3: Configure CRM

CRM ships inside the Midaz ledger process and manages Holder and Instrument records. Instruments link Holders to ledger accounts, and accounts can optionally belong to portfolios.

• Register customers as Holder objects.
• Create Instruments to link Holders to ledger accounts, or use POST /v1/organizations/{organization_id}/holders/{id}/accounts to open a holder-owned account in one call.
• Add metadata for compliance, segmentation, and insights.

This links each customer to the right ledger accounts.

Start with the CRM Setup page.

Step 4: Configure Fees Engine

Use the Fees Engine to automate pricing and monetization rules across your operations.

• Define fee packages with flat or percentage calculations.
• Attach fees to operations like transfers or withdrawals.
• Control when and how the Fees Engine calculates and charges each fee.

Start with the Fees Engine Setup page.

Step 5: Design with Reporter templates

Use Reporter and its template engine to generate dynamic, personalized content such as:

• Transaction summaries
• Regulatory documents
• Customer notifications

Use it to standardize documents and messages with context data from Midaz and CRM.

Start with the Reporter quick start page.

Final recommendations

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After you set up all systems:

• Review the integration points between Midaz and each capability.
• Create automated workflows that combine ledger events, customer data, and fee logic.
• Apply permission rules with Access Manager to control access at scale.

Lerian capabilities are modular. Activate and expand them progressively as your architecture matures.