Creating an Organization

Create a new Organization in the Midaz Module to set the business boundary that will own your Ledgers, Assets, Accounts, and Transactions.

An Organization is a container for Midaz operations. It can be a top-level Organization or a child of another Organization. Create it before you create Ledgers, Assets, Accounts, or Transactions.

Before you start

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Decide which business boundary this Organization represents. In most setups, it maps to the company, business unit, or regulated entity that owns one or more Ledgers.

If you set up Midaz for the first time, follow the Setup path before you create downstream entities.

Create the Organization

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1. Go to the Organizations page. Click the New Organization button.

2. The New Organization page opens.

3. Fill in the required details about the Organization.

   • Optional: To include metadata, expand the Metadata section. The section then shows the Key and Value fields.
     • To add more metadata entries, click the plus (+) sign next to the first row.

   See the Field guide section for details about each field.

4. After you enter all the details, click Save.

5. Your new Organization appears on the Organizations page. You can now manage and configure it.

Field guide

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Field	What to enter	Example
Legal Name	Official registered name. Use a name operators will recognize later.	Lerian Payments Brazil
Trade Name	Commercial or customer-facing name.	Lerian
Document	Official tax ID or registration number. Enter the identification document number.	12345678000190
Address	Street name, number, and main address line.	Avenida Paulista, 1234
Complement	Extra address details, such as suite, floor, or apartment.	CJ 123
Country	Two-letter ISO 3166-1 alpha-2 country code where the Organization is registered.	BR
State	State, province, or region.	São Paulo
City	City where the Organization is registered.	São Paulo
ZIP Code	Postal code, up to 20 characters.	04696040

Metadata

Metadata is optional key-value data. Use it for internal classification, integration references, or reporting.

Field	What to enter	Example
Key	The metadata field name.	costCenter
Value	The value for that metadata field.	BR_11101997

What to do next

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After you create the Organization, create its first Ledger in Creating a new Ledger.

API equivalent

Create an Organization endpoint