Organizations

Define the top-level Organization that owns your Midaz Ledgers — represent banks, fintechs, and parent-child hierarchies for subsidiaries.

An Organization is the top-level entity in Midaz. It represents a financial institution, such as a bank or fintech. An Organization owns and governs the financial data of that institution. It is the primary container for all financial operations.

A bank or financial group registers as an Organization in Midaz. The Organization gives its operations a structured environment.

SaaS and multi-tenant environments — Midaz scopes every Organization to your tenant automatically. When you list Organizations, you see only the ones in your account. The platform enforces tenant isolation for you. You do not filter by tenant or add a tenant identifier to your requests.

Sub-Organizations

Organizations support parent-child hierarchies. A bank uses them to represent subsidiaries, regional branches, or separate business units in one framework.

This structure fits financial groups that run several legal entities. Each entity owns its own Ledgers and stays operationally independent. The parent-child link records how the entities relate.

Organization structure

• Organization > Ledgers: Every Organization owns one or more Ledgers. Each Ledger holds its financial records, such as accounts and transactions, and belongs to one Organization.

Key characteristics

• Organizations are the highest level in the hierarchy.
• Each Organization governs its own Ledgers and sets their operational boundaries.

Flexible hierarchies

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Midaz supports organizational hierarchies for complex structures.

If your company has several locations or divisions, you can create child organizations for specific branches, offices, or subdivisions. Each child organization connects to a parent organization.

Each Organization keeps its own data. Records in one Organization do not cross into another.

If a single group manages several Organizations, use this hierarchy to set clear boundaries between them.

Example

Company XPTO is a Brazilian company with branches in São Paulo and New York. Its structure is as follows:

• Parent Organization: XPTO Ltda
• Child Organizations:
  • XPTO New York
  • XPTO São Paulo

With this structure, the company can:

• Set a distinct role for each branch.
• Track each branch separately.
• Adapt workflows to each branch.

Benefits of organizational structuring

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• Scalability: Add or change branches as the business grows.
• Efficiency: Manage all levels from one hierarchy.
• Personalization: Configure each branch on its own.

Midaz adapts to your company’s structure, whether it is simple or complex.

Need help with your Midaz setup? Our consulting service can help you design the structure for your organization, from scratch or from an existing setup.

Contact us to learn more.

Managing Organizations

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You manage your Organization through the API or Lerian Console.

Via API

• Create an Organization — Register a new Organization.
• List Organizations — View all Organizations in your workspace.
• Retrieve an Organization — Get details of a specific Organization.
• Update an Organization — Edit an existing Organization.
• Delete an Organization — Mark an Organization as deleted.

When you delete an Organization, Midaz does not remove it from the system.

Midaz sets a deletedAt timestamp instead. The Organization is then excluded from every read and can no longer be used. Its status.code is left unchanged, which preserves historical data for audit trails.

Via Lerian Console

You view, create, edit, and delete Organizations from the Organizations page in the Midaz Module of Lerian Console.

Learn more in the Managing Organizations guide.

When you create your first Organization in the Console, you do it as part of the onboarding flow. To learn more, see the Midaz Module onboarding guide.