Report Metrics
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Report Metrics

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Article Summary

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

FieldDefinitionExample
emailUser's email addressuser@example.com
nameUser's first and last nameJane Smith
account_numberUser's account number11111
estatementsUser is enrolled in estatements on core (as of last time Narmi checked)TRUE
idUnique internal ID of user76cfa42d-0015-4bd5-85d0-3fe60d72d679
first_nameUser's first nameJane
last_nameUser's last nameSmith
estatements_enroll_dateIf 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

FieldDefinitionExample
transactionEither "microdeposit" or "ACH"ACH
processed_atTimestamp of when ACH was processed during NACHA generation2023-12-01 21:30:21.853003+00:00
immediate_destinationACH Processor Routing Number (blank if microdeposit)121000374
immediate_destination_nameACH Processor Name (blank if microdeposit)FRB SAN FRANCISCO
company_idACH Processor ID (blank if microdeposit)222222222
originating_account_numberAccount number of sender12345
originating_account_nameAccount name of senderChecking
recipient_nameName associated with originating account
(Note: This is incorrectly labeled in the report as recipient name)
Jane Smith
recipient_account_routing_numberRouting number of recipient110000000
recipient_account_numberAccount number of recipient123456789
requested_dateDate transaction was created2023-10-25 12:18:13.451413+00:00
stateTransaction statusprocessed
transaction_typeCredit or debitcredit
amountDollar amount100

Account Opening ACH Activity

FieldDefinitionExample
processed_atTimestamp of when ACH was processed during NACHA generation2024-03-06 16:03:08.569640+00:00
immediate_destinationACH Processor Routing Number (blank if microdeposit)12345678
immediate_destination_nameACH Processor Name (blank if microdeposit)FRB PHILADELPHIA
company_idACH Processor ID (blank if microdeposit)222222222
originating_account_numberAccount number of sender54444
recipient_nameName associated with originating accountJane Smith
recipient_account_routing_numberRouting number of recipient55566677
recipient_account_numberAccount number of recipient999999
requested_dateDate transaction was created2024-03-05 20:13:59.392764+00:00
stateTransaction statusprocessed
transaction_typeCredit or debitdebit
amountAmount of transaction50

Audit Log

FieldDefinitionExample
timestampDate and time when the action was taken2/15/2024 7:08:18
narmi_user_idUnique internal ID of user8b369179-7916-4cf5-9518-99c63cb7a6ad
institution_user_idExternal ID ("core user ID") of user, only if not staff user55555
usernameName used for log injanesmith
emailUser's email addressjanesmith@example.com
first_nameUser's first nameJane
last_nameUser's last nameSmith
is_staffTRUE if action is taken by staff user, FALSE if notTRUE
actionAction taken by the user; for a list of actions, go to User History Actionsuser.login
session_idUnique ID for that particular session36f661add7a4097a3f8192d176ef39fc62c974e8d18dcca93b456ddfc034f755
ipIP address of the user111.222.333.444
raw_user_agentUser-Agent string from HTTP request, if applicable; in the format  <product>/<product-version> <comment>App/1.0 iPhone 15 ios 17.2
user_agent_osOperating system inferred from User-Agent string, if applicableMac OS X
user_agent_browserBrowser inferred from User-Agent string, if applicableFirefox
user_agent_device_familyDevice family inferred from User-Agent string, if applicableMac
user_agent_device_modelDevice model inferred from User-Agent string, if applicableMac
metadataOptionally contains "amount" key for some audit logs concerning money movement{'amount': '100'}

Business Account Applications

FieldDefinitionExample
application_uuidUnique application IDbcef5a51-9819-4523-8cd5-10425ec738d2
business_nameBusiness nameJane's Store
business_typeType of organization (e.g. "Limited Liability Company", "Corporation", etc.)limited_liability_company
is_control_personApplicant is control person? TRUE or FALSETRUE
is_authorized_signerApplicant is authorized signer? TRUE or FALSETRUE
ownership_percentagePercentage of business ownership for applicant1
organization_stateBusiness address stateNY
organization_industryBusiness’ North American Industry Classification System (NAICS) code522292
first_nameApplicant first nameJane
last_nameApplicant last nameSmith
funding_methodText description of funding methodBank Account XXXX1234
is_jointApplication is a joint applicationFALSE
is_existing_userApplicant already has an account at your institutionTRUE
uuidNarmi UUID for applicationdef5cb6f-2482-4806-aaa8-c6e97e94252b
tinIndividual Taxpayer Identification Number123456789
statusApplication statusopened
productsProducts applied forBusiness Savings
funding_totalTotal funding amount500
created_atTimestamp application was created2024-01-29 17:59:04.372216+00:00
last_updated_atTimestamp application was last updated2024-01-29 19:42:53.622087+00:00
account_numberAccount number12345678
funding_idPayment profile ID of funding method (only applies to funding via Authorize)123456789
kyc_idKYC ID for applicationP-iHhYCk9bZbAfMjwTLqcU
metadataAdditional application metadata{'notes': '', 'Debit Card Status': 'None Requested'}
date_of_birthApplicant date of birth1978-08-22
courtesy_pay_opt_insProducts where applicant has opted-in to courtesy paySimple Business Checking
emailApplicant email addressuser@example.com
phoneApplicant phone number14694046544
ip_addressIP address of the applicant111.222.333.444
referral_codeReferral code for applicationsmlnp5
account_activity_answersDue diligence question responses{"Personal Use?": "Yes", "Cash Transactions?": "No", "Excessive Cash Transactions?": "Yes"}

Consumer Account Applications

FieldDefinitionExample
application_uuidUnique application ID3648601a-0215-437c-9ceb-7f1f41d85515
first_nameApplicant first nameJane
last_nameApplicant last nameSmith
funding_methodText description of funding methodCard XXXX4242
is_jointApplication is a joint applicationFALSE
is_existing_userApplicant already has an account at your institutionTRUE
uuidNarmi UUID for application611569ef-bfca-45ae-a5f0-cc280c179c0b
tinIndividual Taxpayer Identification Number123456789
statusApplication statusopened
productsProducts applied forGreat Checking Account, Checking, Savings
funding_totalTotal funding amount500
created_atTimestamp application was created2024-01-29 17:59:04.372216+00:00
last_updated_atTimestamp application was last updated2024-01-29 19:42:53.622087+00:00
account_numbersAccount numbers43334, 43334, 43334
funding_idPayment profile ID of funding method (only applies to funding via Authorize)123456789
kyc_idKYC ID for applicationP-Vv6eFSboqnM9DmbTRSO7
metadataAdditional application metadata{'notes': '', 'Debit Card Status': 'None Requested'}
date_of_birthApplicant date of birth1978-08-22
courtesy_pay_opt_insProducts where applicant has opted-in to courtesy paySimple Checking
emailApplicant email addressuser@example.com
phoneApplicant phone number14694046544
ip_addressIP address of the applicant111.222.333.444
referral_codeReferral code for applicationsmlnp5
account_activity_answersDue diligence question responses{"Personal Use?": "Yes", "Cash Transactions?": "No", "Excessive Cash Transactions?": "Yes"}

Intra-Institution Transfers

FieldDefinitionExample
idUnique internal ID of user76cfa42d-0015-4bd5-85d0-3fe60d72d679
emailUser's email addressuser@example.com
first_nameUser's first nameJane
last_nameUser's last nameSmith
transfer_count_last_30_daysNumber of transfers created over the last 30 days1

Permissions

FieldDefinitionExample
idUnique internal ID of user76cfa42d-0015-4bd5-85d0-3fe60d72d679
emailUser's email addressuser@example.com
first_nameUser's first nameHenry
last_nameUser's last nameSmith
adminIs Admin user? TRUE or FALSEFALSE
permissions"all" if admin, blank if notall
rolesList of roles (or "all" if admin)Branch Manager
is_activeUser's account is not lockedTRUE

Posting Transaction Exceptions

FieldDefinitionExample
usernameName used for log injanesmith
institution_user_idCore user ID555555
type"rdc", "ach_push", "ach_pull"rdc
amountTransaction amount100
hold_amountAmount on hold100
hold_daysNumber of days on hold1
institution_account_numberAccount number of internal account123456
posting_statusTransaction state, always "error" for this report (since it captures exceptions)error
transaction_received_atTimestamp of when posting transaction was created2024-02-29 04:38:23.667083+00:00
last_updated_atTimestamp of last time posting transaction was updated2024-02-29 04:38:25.970473+00:00

Referral Codes

FieldDefinitionExample
codeReferral codesmlnp5
core_user_idCore user ID of user giving referral12345

Referred Applications

FieldDefinitionExample
created_atTimestamp of application creation2024-02-29 04:38:25.970473+00:00
application_uuidInternal UUID for application76cfa42d-0015-4bd5-85d0-3fe60d72d679
statusApplication statusopened
primary_applicant_core_user_idCore user ID of primary applicant1025584
joint_applicant_core_idsCore user ID of joint applicant, if applicable1025585
referral_codeReferral code user for applicationk8jylw
referred_user_core_idCore user ID of user who gave referral code1023953
updated_atTimestamp of last time application was updated2024-02-29 04:38:25.970473+00:00

Remote Deposit

FieldDefinitionExample
idUnique internal ID of user76cfa42d-0015-4bd5-85d0-3fe60d72d679
emailUser's email addressuser@example.com
first_nameUser's first nameHenry
last_nameUser's last nameSmith
deposit_count_last_30_daysNumber of remote deposits in the last 30 days1

Staff Audit Log

FieldDefinitionExample
timestampDate and time when the action was taken2/15/2024 7:08:18
narmi_user_idUnique internal ID of user8b369179-7916-4cf5-9518-99c63cb7a6ad
institution_user_idExternal ID ("core user ID") of user, only if not staff user55555
usernameStaff name used for log injohnsmith
emailStaff user's email addressjohnsmith@example.com
first_nameStaff user's first nameJohn
last_nameStaff user's last nameSmith
is_staffAlways TRUE for staff userTRUE
actionAction taken by the staff user; for a list of actions, go to User History Actionslogin.create
session_idUnique ID for that particular session36f661add7a4097a3f8192d176ef39fc62c974e8d18dcca93b456ddfc034f755
ipIP address of the staff user111.222.333.444
raw_user_agentUser-Agent string from HTTP request, if applicable; in the format <product>/<product-version> <comment>App/1.0 iPhone 15 ios 17.2
user_agent_osOperating system inferred from User-Agent string, if applicableMac OS X
user_agent_browserBrowser inferred from User-Agent string, if applicableFirefox
user_agent_device_familyDevice family inferred from User-Agent string, if applicableMac
user_agent_device_modelDevice model inferred from User-Agent string, if applicableMac
metadataOptionally contains "amount" key for some audit logs concerning money movement{'amount': '100'}

Staffer-Led Account Applications

FieldDefinitionExample
application_uuidUnique application ID3648601a-0215-437c-9ceb-7f1f41d85515
first_nameApplicant first nameJane
last_nameApplicant last nameSmith
funding_methodText description of funding methodCard XXXX4242
is_jointApplication is a joint applicationFALSE
is_existing_userApplicant already has an account at your institutionTRUE
uuidNarmi UUID for application611569ef-bfca-45ae-a5f0-cc280c179c0b
tinIndividual Taxpayer Identification Number123456789
statusApplication statusopened
productsProducts applied forGreat Checking Account, Checking, Savings
funding_totalTotal funding amount500
created_atTimestamp application was created2024-01-29 17:59:04.372216+00:00
last_updated_atTimestamp application was last updated2024-01-29 19:42:53.622087+00:00
account_numbersAccount numbers43334, 43334, 43334
funding_idPayment profile ID of funding method (only applies to funding via Authorize)123456789
kyc_idKYC ID for applicationP-Vv6eFSboqnM9DmbTRSO7
metadataAdditional application metadata{'notes': '', 'Debit Card Status': 'None Requested'}
date_of_birthApplicant date of birth1978-08-22
courtesy_pay_opt_insProducts where applicant has opted-in to courtesy paySimple Checking
emailApplicant email addressuser@example.com
phoneApplicant phone number14694046544
ip_addressIP address of the applicant111.222.333.444
branch_locationBranch location for the institutionAqua Bank - NYC
staff_memberName of staff user who created the applicationDaniel Green
referral_codeReferral code for applicationsmlnp5
account_activity_answersDue diligence question responses{"Personal Use?": "Yes", "Cash Transactions?": "No", "Excessive Cash Transactions?": "Yes"}

Suspicious Activity

FieldDefinitionExample
narmi_user_idUnique internal ID of user8b369179-7916-4cf5-9518-99c63cb7a6ad
institution_user_idExternal ID ("core user ID") of user, only if not staff user123456
usernameName used for log injoesmith
emailUser's email addressuser@example.com
first_nameUser's first nameJoe
last_nameUser's last nameSmith
is_staffTRUE for staff user, FALSE for non-staff userFALSE
ruleAlways "failed_logins"failed_logins
rule_countNumber of failed logins12

Users

FieldDefinitionExample
idUnique internal ID of user76cfa42d-0015-4bd5-85d0-3fe60d72d679
institution_user_idCore user ID123456
emailUser's email addressuser@example.com
first_nameUser's first nameJoe
last_nameUser's last nameSmith
enrolled_atTimestamp of enrollment in Digital Banking2023-01-17 18:58:08.870110+00:00
last_login_atTimestamp of last login2024-02-07 00:51:58.655878+00:00
online_logins_last_30_daysNumber of online logins last 30 days2
failed_logins_last_30_daysNumber of failed logins last 30 days3
mobile_logins_last_30_daysNumber of mobile logins last 30 days4
is_archivedHas been set to locked/inactiveFALSE
usernameName used for log intomsmith
is_businessWhether the user is a businessFALSE
tfa_enabledWhether user has a two-factor authentication deviceTRUE
linked_core_user_idsNon-primary core user IDs associated with the account[]
business_roleName of business sub-user role, if applicableAccount Holder

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