As the August sun casts it’s warm glow, Truv is ready to brighten your day with a fresh wave of new features and improvements that are sure to elevate your Truv experience. Join us as we delve into these exciting updates brought to you by our dedicated product and engineering teams.

July is here and so is the heat! Truv is bringing its own style of heat this sprint with some awesome product updates. We’re happy to report on the following enhancements to Truv’s consumer-permissioned data platform that are now live for our customers in production.

End of June? Where has the summer gone? Summer may be going quickly, but Truv’s product and engineering teams have been hard at work building new features! We’re happy to report on the following enhancements to Truv’s consumer-permissioned data platform that are now live for our customers in production.

Summer is officially here…and Truv is bringing the heat! Our product team has been busy the past two weeks pushing product improvements to production. We’re happy to report the following feature changes…

These updates and improvements announce many enhancements across the Truv Platform.

This update includes various improvements and fixes. The sections cover Truv Bridge, a streamlined Encompass experience, and an Orders workflow update. Find more information below.

We are proud to announce exciting updates across multiple areas, including the Truv Bridge, Orders, the Dashboard, our documentation, and more. View the details below.

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