Settlement Court Monitor Reporting UI

Quick answer

Court monitor reporting UI gives judges and special masters settlement health in one place—not quarterly PDF dumps that contradict the admin console. Design MON- monitor dashboards* with read-only KPIs, RPT- periodic reports* generated on a court schedule, and compliance attestations that tie to auditor finding responses and final accounting. Monitors see claim volumes, disbursement rates, open exceptions, and remediation aging—without edit access to CLM-* or PAY-*. Connect to external auditor portal, fund reconciliation, regulatory correspondence, and trust center patterns. Start from the Figma guides hub and pair with tables, SLA dashboards, and Dev Mode handoff.

Who this is for

Product designers building settlement administrator portals where court-appointed monitors or special masters need ongoing visibility.
Settlement administrators preparing RPT-* packages on court-ordered cadence without manual spreadsheet assembly.
Class counsel and court monitors reviewing settlement progress, open remediation, and certification readiness before closure hearings.

Monitor engagement lifecycle overview

MonitorEngagement — MON-992-001 · Role: Special Master · Status: Active · Next RPT due: 2026-10-01
├── Triggers:
│   ├── Court order appointing special master or monitor
│   ├── Settlement plan requires quarterly status reports
│   ├── Pre-[final accounting](/designing-breach-settlement-final-accounting-and-court-closure-ui-in-figma/) certification hearing
│   ├── Material [RSP-* remediation](/designing-breach-settlement-external-auditor-finding-response-and-remediation-ui-in-figma/) must be reported
│   └── Class counsel requests monitor access for oversight
├── ID namespace:
│   ├── MON-* (monitor engagement) · USR-MON-* (monitor user)
│   ├── RPT-* (periodic report) · ATT-MON-* (monitor attestation)
│   ├── KPI-* (dashboard metric snapshot) · EXH-* (court exhibit draft)
│   └── LOG-MON-* (monitor activity · same pattern as [AUD-EXT LOG-*](/designing-breach-settlement-external-auditor-access-and-read-only-review-portal-ui-in-figma/))
├── Access model:
│   ├── Read-only dashboard — aggregated metrics · no claimant PII bulk export
│   ├── Scoped drill-down — sample CLM-* redacted · linked QA-* / RSP-*
│   ├── Report generation — admin publishes RPT-* · monitor comments
│   └── Time-boxed or standing — per court order · MFA required
├── Cadence:
│   ├── Monthly / quarterly / milestone-based RPT-*
│   ├── Auto-reminder to admin 14 days before due
│   ├── Overdue RPT-* flags on MON-* dashboard (admin-only shame banner)
│   └── Ad hoc EXH-* for hearings
└── Outcomes:
    ├── RPT-* filed with court · EXH-* attached to docket
    ├── Monitor attestation on [final accounting](/designing-breach-settlement-final-accounting-and-court-closure-ui-in-figma/)
    └── Engagement closed at settlement wind-down

MON state	Admin sees	Monitor sees
Draft	Scope · cadence config	Nothing
Active	RPT-* due dates · KPI freshness	Live dashboard
Report pending	Draft RPT-* for review	Comment period
Filed	Court filing confirmation	Historical RPT-* archive
Closed	LOG-MON-* archive	Access revoked

Verdict: RPT- numbers must match admin console KPIs—never hand-built spreadsheets that diverge from production data.*

MON-* dashboard and KPI-* metrics UI

MonitorDashboard — MON-992-001 · settlement_id: SET-992 · period: Q3 2026
├── Header strip:
│   ├── Settlement name · plan version · monitor role label
│   ├── Last data refresh_at · "As of" timestamp (critical for trust)
│   ├── Open exceptions count (RSP-* · VAR-* · overdue REM-*)
│   └── Next RPT-* due · link to draft if in progress
├── KPI tiles (aggregated · no PII):
│   ├── Claims: submitted · approved · denied · pending · % complete
│   ├── Disbursements: total paid · batch count · avg days claim-to-pay
│   ├── Fund: escrow balance · [reconciliation](/designing-breach-settlement-fund-reconciliation-and-bank-matching-ui-in-figma/) status · UCF balance
│   ├── Quality: open FIND-* · QA error rate · [clawback](/designing-breach-settlement-clawback-and-overpayment-recovery-ui-in-figma/) recovery rate
│   ├── Remediation: open RSP-* · overdue REM-* · material findings count
│   └── Contact center: call volume · avg handle time (from [call center](/designing-breach-call-center-and-agent-script-ui-in-figma/) metrics)
├── Trend charts:
│   ├── Claims approved per week · disbursement $ per batch
│   ├── Exception aging · remediation closure rate
│   └── Compare to plan milestones (vertical markers)
├── Drill-down (scoped · redacted):
│   ├── Click KPI → filtered table (counts · IDs masked)
│   ├── Sample CLM-* summary: CLM-992-***** · status · award tier only
│   ├── Link to read-only [QA campaign](/designing-breach-settlement-post-disbursement-qa-and-audit-sampling-ui-in-figma/) ERR-* rollup
│   └── Link to open RSP-* summary (no EVD-* download unless scoped)
└── Alerts panel:
    ├── Material finding open >30 days
    ├── Reconciliation period not closed
    ├── Disbursement batch without post-QA
    └── Configurable thresholds from court order

Pair dashboard layout with SLA reporting patterns—monitors expect uptime-style clarity on settlement throughput.

RPT-* periodic report builder and filing UI

PeriodicReport — RPT-992-Q3-2026 · mon_id: MON-992-001 · Status: Monitor review
├── Report setup:
│   ├── rpt_id (RPT-*) · mon_id · period_start · period_end
│   ├── template_enum (quarterly_status · pre_final_accounting · ad_hoc_hearing)
│   ├── court_docket_ref · filing_deadline_at
│   └── auto_sections[] vs manual_narrative_sections[]
├── Auto-generated sections (from KPI-* snapshots):
│   ├── Executive summary bullets (editable by admin · tracked changes)
│   ├── Claims and disbursement tables (frozen at snapshot_at)
│   ├── Fund reconciliation summary for period
│   ├── QA and audit status ([QA-*](/designing-breach-settlement-post-disbursement-qa-and-audit-sampling-ui-in-figma/) · [AUD-EXT-*](/designing-breach-settlement-external-auditor-access-and-read-only-review-portal-ui-in-figma/))
│   ├── Open remediation appendix ([RSP-*](/designing-breach-settlement-external-auditor-finding-response-and-remediation-ui-in-figma/) · REM-* status)
│   └── Exception list with aging
├── Manual narrative blocks:
│   ├── Admin-authored prose per section · character limit optional
│   ├── Monitor comment threads per section (USR-MON-*)
│   ├── Resolve comments before "Ready to file"
│   └── Version history · diff between RPT-* drafts
├── Review workflow:
│   ├── Draft → Admin internal review → Monitor review → Ready to file → Filed
│   ├── Monitor can request revision (returns to Draft with comments)
│   ├── Counsel optional sign-off gate on pre-final templates
│   └── ATT-MON-* optional "Reviewed without objection" checkbox
├── Filing outputs:
│   ├── PDF with exhibit numbering (EXH-* refs)
│   ├── CSV exhibits behind separate PKG-* if court allows
│   ├── filing_confirmed_at · docket_upload_ref
│   └── Archive in [regulatory correspondence](/designing-regulatory-authority-correspondence-and-breach-filing-archive-ui-in-figma/)

RPT template	Typical court timing	Must include
quarterly_status	Every 90 days	KPI trends · open exceptions
pre_final_accounting	60 days before closure	Full fund · QA · RSP-* closure
ad_hoc_hearing	Hearing date − N days	Specific EXH-* topic

USR-MON-* access, attestation, and comparison to auditor portal

MonitorUser — USR-MON-992-001 · mon_id: MON-992-001 · role: Special Master
├── Access parallels [USR-EXT-*](/designing-breach-settlement-external-auditor-access-and-read-only-review-portal-ui-in-figma/) but broader read:
│   ├── Dashboard always on · RPT-* comment rights
│   ├── No REM-* edit · no PAY-* trigger · no CLM-* approve
│   ├── Optional EXH-* draft comment · not edit admin data
│   └── MFA · session timeout · LOG-MON-* all views
├── ATT-MON-* attestation types:
│   ├── RPT reviewed · objections noted (comment ref)
│   ├── Pre-final accounting readiness (checklist)
│   ├── Remediation adequacy (links RSP-* closed)
│   └── Final closure recommendation (optional)
└── Wind-down:
    ├── MON-* closed at settlement archive
    ├── USR-MON-* revoked · RPT-* archive read-only for admin
    └── LOG-MON-* retained per [retention policy](/designing-data-retention-policies-and-auto-deletion-ui-in-figma/)

Comparison: court monitor vs adjacent oversight UI

Surface	Primary audience	Cadence	This UI adds
External auditor AUD-EXT-*	Audit firm	Engagement-based	Ongoing court reporting
RSP-* remediation	Admin + counsel	Event-driven	Monitor visibility rollup
Final accounting	Court filing	Once	Periodic RPT-* leading up
Status page	Public claimants	Incident	Confidential court metrics
Trust center	Customers	Static	Live settlement ops KPIs

Handoff checklist (Dev Mode)

MonitorEngagement — mon_id (MON-*), settlement_id, role_enum, rpt_cadence_enum, scope_enum, status_enum.
MonitorUser — usr_mon_id (USR-MON-*), mon_id, mfa_enrolled_bool, status_enum.
DashboardSnapshot — kpi_id (KPI-*), mon_id, snapshot_at, metrics_json, refresh_source.
PeriodicReport — rpt_id (RPT-*), mon_id, period_start, period_end, template_enum, status_enum, filing_ref.
ReportSection — section_id, rpt_id, section_type_enum, content_ref, auto_generated_bool.
MonitorAttestation — att_mon_id (ATT-MON-*), rpt_id or mon_id, type_enum, signed_at.
MonitorActivityLog — log_mon_id (LOG-MON-*), usr_mon_id, action_enum, timestamp.

Common mistakes

Mistake	Why it hurts	Fix
Manual Excel RPT-*	Numbers disagree with system	Auto KPI-* snapshots
Monitor gets admin role	Edit liability	USR-MON-* read + comment only
PII in RPT-* PDF	Privacy violation	Aggregates · redacted samples
Stale dashboard refresh_at	Court mistrust	Show “As of” · auto-refresh SLA
No RPT-* version history	Dispute what was filed	Draft versions · diff
Skip remediation in report	Incomplete picture	RSP-* appendix required
Same portal as claimants	Wrong audience	Separate MON-* route
No filing confirmation	Audit gap	filing_confirmed_at + docket ref
Monitor comments via email	Lost thread	In-app RPT-* comment threads
Close MON-* before archive	Lost oversight history	Retain RPT-* read-only

Recommended workflow

Define MON- scope from court order* — cadence, KPI list, drill-down depth.
Prototype dashboard with KPI tiles, trends, and redacted drill-down tables.
Build RPT- template* with auto sections from KPI-* plus editable narrative.
Add monitor review loop — comments, revision, ATT-MON-* optional sign-off.
Filing export with EXH-* numbering and regulatory archive storage.
Tie pre-final RPT- to final accounting* certification checklist.

FAQ

Special master vs external auditor?

MON- is ongoing oversight + RPT-** · AUD-EXT-* is scoped engagement · May both exist · Separate USR-* types.

Monitor needs individual CLM-* names?

Redact per plan · Break-glass with counsel approval · LOG-MON-* · Usually status counts suffice.

RPT-* due date missed?

Admin overdue banner · Escalation to counsel · Document reason in next RPT-* narrative.

Monitor disputes RSP-* closure?

Comment on RPT-* · May require re-open REM-* · ATT-MON-* “objection noted.”

Public access to settlement stats?

Not this UI — use notice FAQ for claimants · MON-* is court-confidential.

KPI definitions change mid-settlement?

Version kpi_schema · RPT-* footnote · Do not restate prior periods silently.

Next steps

Design breach settlement external auditor finding response and remediation UI in Figma — RSP-* rollup on monitor dashboard
Design breach settlement external auditor access and read-only review portal UI in Figma — USR-EXT-* vs USR-MON-* patterns
Design breach settlement final accounting and court closure UI in Figma — Pre-final RPT-* gate
Design regulatory authority correspondence and breach filing archive UI in Figma — Filed RPT-* storage
Design SLA dashboard and uptime reporting UI in Figma — KPI dashboard layout patterns

Designing breach settlement court monitor and special master reporting UI in Figma: MON-* dashboards, RPT-* periodic reports, and compliance attestations