Metro2 tool interface

Events list

This is the landing page for the Metro 2 application and displays a list of all the events that have been assigned to you.

1. Application title: Clicking this text on any screen will take you back to the events list page.
2. User guide link: The link to the user guide is present on all pages. If you have questions about the application, the user guide is a good place to start looking for information.
3. Welcome message: Displays name of currently logged in user.
4. Event list: Shows all the events that have been assigned to you. Typically, the event list will contain name, the date range that this data covers, and a link to access the evaluator results for the event.

Event overview page

This page displays a list of all the evaluators that flagged inconsistencies in the event's data.

1. Title bar: Displays institution name and the date range covered by the Metro 2 data.
2. Evaluator column: Provides the names of the evaluators that flagged inconsistencies in the data.
3. Description column: Displays a description of the logic check performed by each evaluator to help you understand the nature of the inconsistency found.
4. Categories column: The type of inconsistency that the evaluator identified.
5. Total instances column: The total number of inconsistencies, or "hits", recorded by this evaluator for this event.
6. Total accounts column: The number of unique accounts affected by this inconsistency for this event.
7. Save results button: This lets you save a link to this URL or download the summary table shown on this screen in a .csv file.

Evaluator page

This view provides details about the logic check performed by the evaluator and the inaccuracies it found in the data.

1. Title bar: Contains the name of the evaluator being shown on the page.
2. Details: Details about the evaluator, including the time frame for this event's data, the date range when this inconsistency occurred in the data, the total number of times the evaluator hit on the data, and the total number of accounts affected by the inconsistency.
3. Description: A short description of the evaluator’s logic. It provides a high-level summary of the inconsistency found by the evaluator.
4. Criteria evaluated: A more thorough pseudo-code description of the evaluator, detailing which Metro2 fields it looks at and the values it looks for in those fields, to help users understand the results.
5. How to evaluate the results: When available, this metadata provides more context for interpreting the evaluator results. This may include: the rationale for why the evaluator exists, the type of potential harm to consumers that may result from this inconsistency, locations in the Consumer Reporting Resource Guide that may provide more context about the evaluator, and alternative explanations for why the evaluator could hit without indicating consumer harm.
6. Results view: The sample view is displayed by default, showing a representative sample of up to 20 hits taken from across the time frame of the event. Clicking the `All results` tab allows users to view and filter all the results for the evaluator.
7. Results table: The columns displayed in the table vary for different evaluators. They include the fields used by the evaluator, all filterable fields, and any additional fields that may be helpful in determining the impact of the inaccuracy.
8. Save results button: Allows users to save a link to this URL or download a CSV containing the sample or all results for the evaluator, depending on which tab is selected. Any filters you’ve applied will be included.

Account page

This page shows all data associated with an individual account from the event's data.

1. Title bar: The account number of the account being shown on the page.
2. Account details: Information that generally does not change across the lifetime of an account, such as portfolio type, account type, and the date the account was opened.
3. Contact information: Clicking “show” initiates a request for the contact information of the account holder, including name, address, and phone number.
4. Inconsistencies found: List of all the evaluators that found inconsistencies in this account’s data.
5. Account data table: This table shows all records for this account over the time frame of the event, in chronological order.
6. Save account data: Allows you to save a link to this page or download an Excel file (.xlsx) containing the data from the table and (optionally) the contact information for the account holder.