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The following tables contain definitions for the report metrics in Narmi's automated reports. The tables are organized by report name.
To access the automated reports, from the Admin Platform, select Analytics/Reports from the top navigation bar. On the page that appears, select Download to download a report in a *.CSV file.
Jump to a report by selecting the report name from the table of contents on the right.
Account Estatements Field Definition Example email User's email address user@example.com name User's first and last name Jane Smith account_number User's account number 11111 estatements User is enrolled in estatements on core (as of last time Narmi checked) TRUE id Unique internal ID of user 76cfa42d-0015-4bd5-85d0-3fe60d72d679 first_name User's first name Jane last_name User's last name Smith estatements_enroll_date If user is enrolled in estatements on core, timestamp of when Narmi logged this(Note: Narmi is not the source of truth for whether a customer is enrolled in estatements.) 2024-01-18 19:55:45.899199+00:00
ACH & Microdeposit Activity Field Definition Example transaction Either "microdeposit" or "ACH" ACH processed_at Timestamp of when ACH was processed during NACHA generation 2023-12-01 21:30:21.853003+00:00 immediate_destination ACH Processor Routing Number (blank if microdeposit) 121000374 immediate_destination_name ACH Processor Name (blank if microdeposit) FRB SAN FRANCISCO company_id ACH Processor ID (blank if microdeposit) 222222222 originating_account_number Account number of sender 12345 originating_account_name Account name of sender Checking recipient_name Name associated with originating account(Note: This is incorrectly labeled in the report as recipient name) Jane Smith recipient_account_routing_number Routing number of recipient 110000000 recipient_account_number Account number of recipient 123456789 requested_date Date transaction was created 2023-10-25 12:18:13.451413+00:00 state Transaction status processed transaction_type Credit or debit credit amount Dollar amount 100
Account Opening ACH Activity Field Definition Example processed_at Timestamp of when ACH was processed during NACHA generation 2024-03-06 16:03:08.569640+00:00 immediate_destination ACH Processor Routing Number (blank if microdeposit) 12345678 immediate_destination_name ACH Processor Name (blank if microdeposit) FRB PHILADELPHIA company_id ACH Processor ID (blank if microdeposit) 222222222 originating_account_number Account number of sender 54444 recipient_name Name associated with originating account Jane Smith recipient_account_routing_number Routing number of recipient 55566677 recipient_account_number Account number of recipient 999999 requested_date Date transaction was created 2024-03-05 20:13:59.392764+00:00 state Transaction status processed transaction_type Credit or debit debit amount Amount of transaction 50
Audit Log Field Definition Example timestamp Date and time when the action was taken 2/15/2024 7:08:18 narmi_user_id Unique internal ID of user 8b369179-7916-4cf5-9518-99c63cb7a6ad institution_user_id External ID ("core user ID") of user, only if not staff user 55555 username Name used for log in janesmith email User's email address janesmith@example.com first_name User's first name Jane last_name User's last name Smith is_staff TRUE if action was taken by staff user, FALSE if not TRUE action Action taken by the user; for a list of actions, go to User History Actions user.login session_id Unique ID for that particular session 36f661add7a4097a3f8192d176ef39fc62c974e8d18dcca93b456ddfc034f755 ip IP address of the user 111.222.333.444 raw_user_agent User-Agent string from HTTP request , if applicable; in the format <product>/<product-version> <comment>App/1.0 iPhone 15 ios 17.2 user_agent_os Operating system inferred from User-Agent string, if applicable Mac OS X user_agent_browser Browser inferred from User-Agent string, if applicable Firefox user_agent_device_family Device family inferred from User-Agent string, if applicable Mac user_agent_device_model Device model inferred from User-Agent string, if applicable Mac metadata Optionally contains "amount" key for some audit logs concerning money movement {'amount': '100'}
Business Account Applications Field Definition Example application_uuid Unique application ID bcef5a51-9819-4523-8cd5-10425ec738d2 business_name Business name Jane's Store business_type Type of organization (e.g. "Limited Liability Company", "Corporation", etc.) limited_liability_company is_control_person TRUE if applicant is control person, FALSE if not TRUE is_authorized_signer TRUE if applicant is authorized signer, FALSE if not TRUE ownership_percentage Percentage of business ownership for applicant 1 organization_state Business address state NY organization_industry Business’ North American Industry Classification System (NAICS) code 522292 first_name Applicant first name Jane last_name Applicant last name Smith funding_method Text description of funding method Bank Account XXXX1234 is_joint TRUE if application is a joint application, FALSE if not FALSE is_existing_user TRUE if applicant already has an account at your institution, FALSE if not TRUE uuid Narmi UUID for application def5cb6f-2482-4806-aaa8-c6e97e94252b tin Individual Taxpayer Identification Number 123456789 status Application status opened products Products applied for Business Savings funding_total Total funding amount 500 created_at Timestamp application was created 2024-01-29 17:59:04.372216+00:00 last_updated_at Timestamp application was last updated 2024-01-29 19:42:53.622087+00:00 account_number Account number 12345678 funding_id Payment profile ID of funding method (only applies to funding via Authorize) 123456789 kyc_id KYC ID for application P-iHhYCk9bZbAfMjwTLqcU metadata Additional application metadata {'notes': '', 'Debit Card Status': 'None Requested'} date_of_birth Applicant date of birth 1978-08-22 courtesy_pay_opt_ins Products where applicant has opted-in to courtesy pay Simple Business Checking email Applicant email address user@example.com phone Applicant phone number 14694046544 ip_address IP address of the applicant 111.222.333.444 referral_code Referral code for application smlnp5 account_activity_answers Due diligence question responses {"Personal Use?": "Yes", "Cash Transactions?": "No", "Excessive Cash Transactions?": "Yes"}
Consumer Account Applications Field Definition Example application_uuid Unique application ID 3648601a-0215-437c-9ceb-7f1f41d85515 first_name Applicant first name Jane last_name Applicant last name Smith funding_method Text description of funding method Card XXXX4242 is_joint TRUE if application is a joint application, FALSE if not FALSE is_existing_user TRUE if applicant already has an account at your institution, FALSE if not TRUE uuid Narmi UUID for application 611569ef-bfca-45ae-a5f0-cc280c179c0b tin Individual Taxpayer Identification Number 123456789 status Application status opened products Products applied for Great Checking Account, Checking, Savings funding_total Total funding amount 500 created_at Timestamp application was created 2024-01-29 17:59:04.372216+00:00 last_updated_at Timestamp application was last updated 2024-01-29 19:42:53.622087+00:00 account_numbers Account numbers 43334, 43334, 43334 funding_id Payment profile ID of funding method (only applies to funding via Authorize) 123456789 kyc_id KYC ID for application P-Vv6eFSboqnM9DmbTRSO7 metadata Additional application metadata {'notes': '', 'Debit Card Status': 'None Requested'} date_of_birth Applicant date of birth 1978-08-22 courtesy_pay_opt_ins Products where applicant has opted-in to courtesy pay Simple Checking email Applicant email address user@example.com phone Applicant phone number 14694046544 ip_address IP address of the applicant 111.222.333.444 referral_code Referral code for application smlnp5 account_activity_answers Due diligence question responses {"Personal Use?": "Yes", "Cash Transactions?": "No", "Excessive Cash Transactions?": "Yes"}
Intra-Institution Transfers Field Definition Example id Unique internal ID of user 76cfa42d-0015-4bd5-85d0-3fe60d72d679 email User's email address user@example.com first_name User's first name Jane last_name User's last name Smith transfer_count_last_30_days Number of transfers created over the last 30 days 1
Permissions Field Definition Example id Unique internal ID of user 76cfa42d-0015-4bd5-85d0-3fe60d72d679 email User's email address user@example.com first_name User's first name Henry last_name User's last name Smith admin TRUE if user is an Admin user, FALSE if not FALSE permissions "all" if admin, blank if not all roles List of roles (or "all" if admin) Branch Manager is_active User's account is not locked TRUE
Posting Transaction Exceptions Field Definition Example username Name used for log in janesmith institution_user_id Core user ID 555555 type "rdc", "ach_push", "ach_pull" rdc amount Transaction amount 100 hold_amount Amount on hold 100 hold_days Number of days on hold 1 institution_account_number Account number of internal account 123456 posting_status Transaction state, always "error" for this report (since it captures exceptions) error transaction_received_at Timestamp of when posting transaction was created 2024-02-29 04:38:23.667083+00:00 last_updated_at Timestamp of last time posting transaction was updated 2024-02-29 04:38:25.970473+00:00
Referral Codes Field Definition Example code Referral code smlnp5 core_user_id Core user ID of user giving referral 12345
Referred Applications Field Definition Example created_at Timestamp of application creation 2024-02-29 04:38:25.970473+00:00 application_uuid Internal UUID for application 76cfa42d-0015-4bd5-85d0-3fe60d72d679 status Application status opened primary_applicant_core_user_id Core user ID of primary applicant 1025584 joint_applicant_core_ids Core user ID of joint applicant, if applicable 1025585 referral_code Referral code user for application k8jylw referred_user_core_id Core user ID of user who gave referral code 1023953 updated_at Timestamp of last time application was updated 2024-02-29 04:38:25.970473+00:00
Remote Deposit Field Definition Example id Unique internal ID of user 76cfa42d-0015-4bd5-85d0-3fe60d72d679 email User's email address user@example.com first_name User's first name Henry last_name User's last name Smith deposit_count_last_30_days Number of remote deposits in the last 30 days 1
Staff Audit Log Field Definition Example timestamp Date and time when the action was taken 2/15/2024 7:08:18 narmi_user_id Unique internal ID of user 8b369179-7916-4cf5-9518-99c63cb7a6ad institution_user_id External ID ("core user ID") of user, only if not staff user 55555 username Staff name used for log in johnsmith email Staff user's email address johnsmith@example.com first_name Staff user's first name John last_name Staff user's last name Smith is_staff Always TRUE for staff user TRUE action Action taken by the staff user; for a list of actions, go to User History Actions login.create session_id Unique ID for that particular session 36f661add7a4097a3f8192d176ef39fc62c974e8d18dcca93b456ddfc034f755 ip IP address of the staff user 111.222.333.444 raw_user_agent User-Agent string from HTTP request , if applicable; in the format <product>/<product-version> <comment>App/1.0 iPhone 15 ios 17.2 user_agent_os Operating system inferred from User-Agent string, if applicable Mac OS X user_agent_browser Browser inferred from User-Agent string, if applicable Firefox user_agent_device_family Device family inferred from User-Agent string, if applicable Mac user_agent_device_model Device model inferred from User-Agent string, if applicable Mac metadata Optionally contains "amount" key for some audit logs concerning money movement {'amount': '100'}
Staffer-Led Account Applications Field Definition Example application_uuid Unique application ID 3648601a-0215-437c-9ceb-7f1f41d85515 first_name Applicant first name Jane last_name Applicant last name Smith funding_method Text description of funding method Card XXXX4242 is_joint TRUE if application is a joint application, FALSE if not FALSE is_existing_user TRUE if applicant already has an account at your institution, FALSE if not TRUE uuid Narmi UUID for application 611569ef-bfca-45ae-a5f0-cc280c179c0b tin Individual Taxpayer Identification Number 123456789 status Application status opened products Products applied for Great Checking Account, Checking, Savings funding_total Total funding amount 500 created_at Timestamp application was created 2024-01-29 17:59:04.372216+00:00 last_updated_at Timestamp application was last updated 2024-01-29 19:42:53.622087+00:00 account_numbers Account numbers 43334, 43334, 43334 funding_id Payment profile ID of funding method (only applies to funding via Authorize) 123456789 kyc_id KYC ID for application P-Vv6eFSboqnM9DmbTRSO7 metadata Additional application metadata {'notes': '', 'Debit Card Status': 'None Requested'} date_of_birth Applicant date of birth 1978-08-22 courtesy_pay_opt_ins Products where applicant has opted-in to courtesy pay Simple Checking email Applicant email address user@example.com phone Applicant phone number 14694046544 ip_address IP address of the applicant 111.222.333.444 branch_location Branch location for the institution Aqua Bank - NYC staff_member Name of staff user who created the application Daniel Green referral_code Referral code for application smlnp5 account_activity_answers Due diligence question responses {"Personal Use?": "Yes", "Cash Transactions?": "No", "Excessive Cash Transactions?": "Yes"}
Suspicious Activity Field Definition Example narmi_user_id Unique internal ID of user 8b369179-7916-4cf5-9518-99c63cb7a6ad institution_user_id External ID ("core user ID") of user, only if not staff user 123456 username Name used for log in joesmith email User's email address user@example.com first_name User's first name Joe last_name User's last name Smith is_staff TRUE for staff user, FALSE for non-staff user FALSE rule Always "failed_logins" failed_logins rule_count Number of failed logins 12
Users Field Definition Example id Unique internal ID of user 76cfa42d-0015-4bd5-85d0-3fe60d72d679 institution_user_id External ID ("core user ID") of user, only if not staff user 123456 email User's email address user@example.com first_name User's first name Joe last_name User's last name Smith enrolled_at Timestamp of enrollment in Digital Banking 2023-01-17 18:58:08.870110+00:00 last_login_at Timestamp of last login 2024-02-07 00:51:58.655878+00:00 online_logins_last_30_days Number of online logins last 30 days 2 failed_logins_last_30_days Number of failed logins last 30 days 3 mobile_logins_last_30_days Number of mobile logins last 30 days 4 is_archived Has been set to locked/inactive FALSE username Name used for login tomsmith is_business TRUE is user is a business, FALSE if not FALSE tfa_enabled TRUE if user has a two-factor authentication device, FALSE if not TRUE linked_core_user_ids Non-primary core user IDs associated with the account [] business_role Name of business sub-user role, if applicable Account Holder
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