Activity - Truv

Search and manage every user, order, task, and provider connection across your Truv account. The Activity section has four tabs: Users, Orders, Tasks, and Coverage.

Users

The Users tab shows every applicant created in your company and all of their connections.

Table columns

Column	Description
Name	Applicant’s full name
Created at	Date the user record was created
Updated at	Date the user record was last updated
User ID	System-generated unique identifier for the user
External user ID	Your system’s identifier for the applicant, passed at user creation
Email	Applicant’s email address
Phone number	Applicant’s phone number
SSN	Applicant’s Social Security Number
Product type	The verification product(s) associated with this user’s connections
Accounts (links)	The data provider(s) the user has connected to
Data source	The type of data source used (payroll, financial accounts, document upload, etc.)
Status	Outcome status of the user’s connection attempts
Suspicious	Flags users where the SSN doesn’t match the provider, or uploaded documents may contain fraudulent data

Search and filters

Name	Description
Search	Search by name, email, phone, user ID, external user ID, or link ID
Date period	Filter by when the user was created. Presets: Last 24 hours, Last 7 days, This week, Last 30 days (default), Last 90 days, or a custom date range
Product type	Filter by the verification product associated with the user’s connections
Data provider	Filter by the specific provider the user connected to
Attempts	Filter by users with attempts, users without attempts, or all users

Open a user

Click any user to see all reports returned across their links. Reports can be downloaded as PDFs or viewed in the Dashboard UI. Paystubs and W-2s can be downloaded directly from the report view. Additional connection details or errors can be reviewed under the Connections tab.

Orders

The Orders tab shows every Truv verification order in your account.

Table columns

Column	Description
Name	Applicant’s full name
Email	Applicant’s email address. Shows a warning if email delivery failed.
Phone number	Applicant’s phone number. Shows a warning if SMS delivery failed.
Created at	Date the order was created
Refreshed at	Date a data refresh was completed on this order
Source	Where the order originated (Dashboard, API, Encompass, etc.)
Created by	Name of the order manager who created the order
Created by email	Email of the order manager who created the order
Template ID	ID of the template applied to this order
Template name	Name of the template applied to this order
Loan number	Loan number associated with this order
Tracking number	Internal tracking number for the order
Loan processor name	Name of the loan processor from the loan object
Loan processor email	Email of the loan processor from the loan object
Loan originator name	Name of the loan originator from the loan object
Loan originator email	Email of the loan originator from the loan object
Custom field	Custom field value specified during order creation
AIM check report ID	Report ID for an AIM Check (Freddie Mac) verification
VOA report ID	Report ID for a Verification of Assets report
VOIE report ID	Report ID for a Verification of Income and Employment report
User ID	ID of the applicant user associated with this order
Order ID	Unique identifier for this order
Refresh order ID	ID of the refresh order, if a refresh has been initiated
Order link	Shareable verification link sent to the applicant
Status updates	Email addresses receiving status update notifications for this order
External user ID	Your system’s identifier for the applicant
Product type	The verification product(s) requested for this order
Data source	The data source used to complete the verification
Provider	The specific provider the applicant connected to
Status	Current order status (completed, pending, expired, canceled, etc.)
Was attempted	Whether the applicant opened the verification link and attempted to connect
Suspicious	Flags orders where the SSN doesn’t match the provider, or uploaded documents may contain fraudulent data
Notes	Internal notes added to the order

Column customization is per-user and does not affect other team members’ views.

Search and filters

Name	Description
Search	Search by name, email, phone, employer, order ID, report ID, loan number, tracking number, or custom field
Date period	Filter by when the order was created. Presets: Last 24 hours, Last 7 days, This week, Last 30 days (default), Last 90 days, or a custom date range
Status	Filter by order status: Done, Pending, Expired, Canceled, Error, Skipped by user, or No data
Product type	Filter by the verification product requested for the order
Source	Filter by where the order originated: Dashboard, API, Encompass, and other integrated platforms
Order type	Filter between All orders, Initial orders, or Refresh orders
Order managers	Filter by the team member who created the order. Supports multi-select with search.

Open an order

Click any order to see all associated reports. Reports can be downloaded as PDFs or viewed in the Dashboard UI. Paystubs, W-2s, and order invoices can be downloaded directly from the report view. End-user interaction can be viewed in the timeline and additional connection details or errors can be reviewed under the Connections tab. A new refresh order can also be triggered from the top right.

Create an order

Log into the Dashboard

Go to dashboard.truv.com and sign in.

Open the Orders tab

Navigate to Activity > Orders and click Create Order.

Enter applicant details

Provide the applicant’s name, email, and last 4 digits of their SSN.

Select product types

Choose Income & Employment, Employment, or Assets.

Send the verification link

Deliver the link to your applicant via email or SMS.

Applicant completes verification

The applicant connects through Truv Bridge.

View results

Open the order to view the report, download a PDF, or export as needed.

Configure webhooks to receive automatic notifications when an order completes, then fetch the data via API to sync results to your LOS or internal tools.

Export

Click Export CSV to download the current table with all active filters and selected columns applied.

Tasks

The Tasks tab is the most granular view. Every time an applicant attempted to connect to a provider, it appears as a unique task row.

Table columns

Column	Description
Created at	Date and time the connection attempt was made
Data source	The type of data source used (payroll, financial accounts, document upload, etc.)
Data provider	The specific provider the applicant attempted to connect to
Task ID	Unique identifier for this connection attempt
Link ID	ID of the link (account connection) this task belongs to
Status	Outcome of the connection attempt (done, login error, MFA error, etc.)
Suspicious	Flags tasks where the SSN doesn’t match the provider, or uploaded documents may contain fraudulent data
Product type	The verification product associated with this task
Tracking info	Tracking identifier passed through from the order or bridge token
Bridge token	The bridge token used to initialize this connection attempt
User ID	ID of the applicant user associated with this task

Search and filters

Name	Description
Search	Search by task ID, link ID, user ID, order ID, bridge token, or tracking info
Date period	Filter by when the task was created. Presets: Last 24 hours, Last 7 days, This week, Last 30 days (default), Last 90 days, or a custom date range
Status	Filter by task outcome: Done, Error, Login Error, Account Locked, MFA Error, Config Error, No Data, Unavailable, Unable to Reset, or Not Supported
Product type	Filter by the verification product associated with the task
Data provider	Filter by the specific provider the applicant attempted to connect to

Open a task

Click any task row to open the task detail. The detail view shows:

Field	Description
ID	Unique identifier for this task
Created	Timestamp when the connection attempt was initiated
Last updated	Timestamp when the task was last updated
Provider	The data provider the applicant attempted to connect to
Environment	Sandbox or Production
Status	Outcome of the connection attempt (e.g., Done, Login error)
User ID	Links to the associated user record
Link ID	ID of the link this task belongs to
Link is suspicious	Whether the link was flagged for potential fraud
Bridge token	The bridge token used to initialize this connection
Error message	Details about any error that occurred during the attempt
Tracking info	Tracking identifier passed through from the order or bridge token
Product type	The verification product associated with this task
Logs	Link to view raw connection logs for debugging

Export

Like Users and Orders, the Tasks table can be exported as a CSV with all active filters and columns applied.

Coverage

The Coverage tab shows Truv’s provider coverage across four product categories:

Payroll
Insurance
Financial Accounts
Scoring Attributes

Provider search

In the Payroll and Financial Accounts categories, search for a specific employer, payroll provider, or financial institution to see:

Whether the provider is covered by Truv
The historical connection success rate for that provider

Each result displays a success rate indicator. The icon shown reflects Truv’s historical connection data for that provider:

Rating	Payroll	Financial accounts
High	Expected to succeed, send the verification order.	Expected to succeed, send the verification order.
Low	May succeed, send if the user knows their payroll provider and is confident.	May succeed, send if the user is confident and knows their login credentials.
Unsupported	Verification via payroll is not feasible. Try Truv’s Document Upload solution or the next step in your waterfall as an alternative.	Verification with this financial institution is not supported, use an alternative method.
Unknown	Not enough attempts to determine success. May succeed if the user knows their payroll provider and it’s supported by Truv.	Not enough attempts to determine success. Likely to succeed based on other financial institutions.

Next steps

Orders API

Manage orders programmatically via the API

Tasks API

Retrieve task details and statuses

Coverage — Payroll

Full payroll provider coverage list

Coverage — Financial Accounts

Full financial institution coverage list

​Users

​Table columns

​Search and filters

​Open a user

​Orders

​Table columns

​Search and filters

​Open an order

​Create an order

​Export

​Tasks

​Table columns

​Search and filters

​Open a task

​Export

​Coverage

​Provider search

​Next steps

Orders API

Tasks API

Coverage — Payroll

Coverage — Financial Accounts

Users

Table columns

Search and filters

Open a user

Orders

Table columns

Search and filters

Open an order

Create an order

Export

Tasks

Table columns

Search and filters

Open a task

Export

Coverage

Provider search

Next steps