Truv Dashboard Updates

Feedback survey: Provide feedback at the bottom of the Truv dashboard and let us know about your experience! Your feedback makes Truv better!

Tasks & User Table Updates: We added three new filters, product type, data source, and data providers. Uncover insights about your users and any related tasks. We’ve also added data sources and data providers into the table view as columns.

Teams Page Update: We’ve added an All tab to the Team search page. This lets owners and admin manage user access to the Truv dashboard.


Order Updates

Order Notifications: We’ve added notifications for created order statuses. These notifications include User Name, Employer Name, Order ID, Source, and Status. Organizations can now update creators more efficiently.

Mobile Landing Page Redesign: We've redesigned the mobile landing page in Orders. We've streamlined the applicant experience with a more concise workflow for improved success rates


Encompass Updates

Data Timeframe: We’ve restricted VOIE data to pull from a 3-year range in compliance with lender requirements.

Disable Truv Report For Doc Upload: We’ve added the capability to opt out of receiving data as a Truv report form. Users have this option instead of receiving payroll data directly from uploaded paystubs and W2s. This applies for clients with document upload product enabled. NOTE: This feature applies to document upload only.

Enable/Disable Fields: We’ve added the ability to enable or disable fields in Truv. When disabled, fields such as income and employment data fields aren't overridden. This applies to all fields and can either be toggled on or off.

Order Notifications: We’ve added Encompass notifications of order statuses for order creators. These notifications include User Name, Employer Name, Order ID, Source, and Status. This allows an organization to keep creators informed and work more efficiently.


Additional Changes

Link ID Endpoints: We’ve added the link_id endpoint to all VOE, VOIE, DDS, PLL, and Insurance Verification reports. We've now deprecated previous report endpoints by access token.

New Bank Aggregation Endpoints: We’ve added a transaction endpoint and account endpoint to our Bank Aggregation product. The account endpoint returns balance information in addition to account details. The transaction endpoint lists all transactions for the date specified.

Insurance Endpoint Update: We’ve added the mortgage and agent name to the insurance endpoint.

Reusing Link Across Login Attempts: During a user's login attempt process, we are now re-using the Link if the username does not change.

New

Bank Aggregation product

Truv has added the Bank Aggregation product to the product suite, alongside payroll and insurance. Clients can now allow their users to connect to financial institutions. Clients can get details about users' transactions and assets information from authenticated accounts for a specified period of time.


Native Reset for MyPay

Clients using Truv’s solution now can use reset natively for MyPay. In cases where users are unable to login to their MyPay account, they can now easily reset their username and password within Truv Bridge and connect their accounts successfully.


Updates

Truv Dashboard Coverage page updated

Coverage page in Truv Dashboard is now updated to display the latest coverage numbers in terms of US population covered, US Employers covered, PEO’s covered, payroll providers covered, Single Sign On covered and some critical benchmarks.

Login Improvements

• Workday and Oracle seeing an uptick of conversion rate of 5% with Workday & 15% with Oracle
• Improved the ability to Social security administration via login.gov and additional mfa screens and prompts leading to an uptick of 24% in conversion rate
• Improved average time to login for Paycom to be under 5s
• Support now additional MFA screens for Amazon AtoZ login and native reset flow for Intuit Quick Books
• Additional MFA screens supported for employers who use ADP for Direct deposit switch product

• pay frequency
• income - regular earnings
• bank accounts and routing number improvements for Oracle Peoplesoft

New

Data Provider Endpoints

In our API Reference documentation, we have new Data Provider endpoints. Now, the List all data providers and Retrieve an individual data provider endpoints are available for requests.


Customization Template Endpoints

We also have added new Customization Template endpoints for use. You can now submit API requests to the endpoints below.

• List all customization templates
• Create, Retrieve, Update, and Delete customization templates
• Update and Delete a logo to the customization template

• income in the Employment object across all integrations
• pay_frequency in the Employment object across all integrations
• start_date in the Employment object for the Paylocity integration

• Starbucks
• SAP Success Factors
• Paylocity
• Workday

New

Customization templates

We’ve added Customization Templates to our products. These provide options to create individual templates for customizing product texts, settings, and designs. They work throughout each Truv product and workflow.

You can now customize email or SMS text for notifications from Truv with Customization templates. These also allow you to create separate customization options for different products.


New Provider Doculivery

We’ve added a net new provider to the supported integrations – Doculivery.


Disable Providers

We’ve added functionality to disable provider selection in Truv Bridge. You can now configure visible providers for users within the widget.


Payroll Category in Truv Bridge

We’ve launched new categories in Truv Bridge. See the list below for the included categories. The payroll category is for users familiar with their providers. End-users can navigate to their most relevant category for and complete their verification more easily.

• Popular - Popular employers for your traffic
• Employer - top employers in US
• Payroll - Payroll providers sorted by share of market
• Gig - Popular gig economy companies
• Benefits - Retirement, disability and veteran benefits

• Paylocity
• Oracle PeopleSoft
• Oracle HCM
• Ceridian
• UPS
• Amazon A-Z
• Rippling

• Google Captcha
• QR codes
• Other MFA flows

• ADP
• Paycom
• Paychex
• Oracle
• Intuit
• Workday

Improved Search in Truv Bridge

Truv remains focused on optimizing conversion rate to enhance the end-user experience and help provide our clients with a superior product. With this in mind, we’ve added couple of enhancements to the Truv Bridge.

• Ability to handle searching with typos
• Clear empty state for search with instructions & fallback options to better guide end-user

Custom logo now available in PDF reports

Upon request, we can now offer custom logos to appear in the PDF report for verifications. We can enable this feature ad hoc upon request, and when enabled, it will use the logo that has been uploaded to the Branding configurations within your Dashboard.


Date fixes in Insurance reports in Order details

There was a minor bug that caused some dates in Insurance reports on the screen to mismatch with the dates reported in the PDF report. This has been fixed.


Table filters on smaller screens in Dashboard

For Dashboard pages with tables (e.g. Orders and Users pages), we have improved the user experience for zoomed-in views. Previously, the search bar would overtake some column filters when the screen was zoomed in. Now, we show a single button to access all filters when the screen is zoomed in.

New User Management Endpoints

In the API Reference section of our API Docs page, you will find new User Management endpoints. Now you can submit API requests to List all users, Create a user, Retrieve an individual user, Update an individual user, Delete an individual user, Create a user report, Retrieve a user report, and Create a bridge token for a user.


New “Created by” filter in Orders list in Dashboard

We have added a new column for “Created by” in the Orders list, which allows users to search and filter by specific order creators.


Provider’s name surfaced in Accio and Tazworks

Previously, after verification was completed, we would surface the term “Payroll data” as the data source in both Accio and Tazworks. Now, in Tazworks in the “How verified” field, and in Accio in the “Source” field, you will see the actual payroll provider’s name listed for each verification.


Support ticket conversation history

In the dashboard, under the “Support” function, we have added the ability to see the contents of a support conversation. If you click on any individual ticket line item, you will now see the entire conversation history for that ticket.

New API Endpoints Available for Webhooks

• On our API reference page, under the “User Flow Endpoints” section, you will find a new item for “Webhooks”. If you expand this, you will see new endpoints to List all webhooks, Create a new webhook, Retrieve an individual webhook, Update an individual webhook, and Delete an existing webhook.

• In our API reference page, under the “User Flow Endpoints” section and the “Orders” sub-section, there is a new endpoint for Create a data refresh order. This will allow you to refresh an individual order based on the Order ID.

• Improved fill rates for:
  • job_type in the Employment object for Ceridian integration
  • job_type, job_title in the Employment object for AmazonAtoZ integration
  • date_of_birth in the Identity object for Intuit integration
  • account_number, routing_number, account_name, account_type in Bank Accounts object for Intuit integration
• Improved data pull-through rate for employers: Lyft, JetNet, iSolved, CVS, Social Security Administration, Bamboo HR integrations
• Improved login error messaging for Oracle, Paycor, Paylocity, Workday, Intuit

User Onboarding Update

• For new users who do not have an account set up with Truv, we have removed the Sign-Up flow from the login page for dashboard.truv.com. To get access to Truv, all users must either be invited by an internal company admin, invited by a Truv employee, or submit a request for a demo or API keys via www.truv.com.

• Improved fill rates for pay_rate, income, and income_unit in the employment object for integrations with Ceridian, Gusto, Oracle HCM, Paychex, Paycom, Paylocity, and Workday
• Improved data pull-through rate for employers: DoorDash and AT&T

• Replaced full “in progress” screen with the loader. When a user submits data, we used to show the “in progress” step in full-screen mode. Now users see only the loader, and we keep the user in context by reducing the number of screens in the flow.
• Added autosuggest for OTP codes on mobile keyboards
• Updated provider search rules to show more relevant results
• Now a CLOSE event is sent and the onClose handler is called after closing the Bridge with a successful result

Dashboard update

• For users who are enabled for Orders flow, they will see Order Settings under the Settings menu within the dashboard; if you are not enabled for Orders flow, you will see Bridge Settings there. Formerly, these settings were all nested within the Emulator under Playground. The only universal settings that still remain within Emulator are Branding settings.

• Added a new error code, link_exists , for when a user's account is already connected