Customization

Brand your verification experience, configure order-level defaults, manage templates, and control which fields your API responses return. The Customization section has four areas: Branding, Order Settings, Templates, and Data.

Branding

Set your company’s visual identity for all verification experiences.

Branding settings apply globally across your account as defaults. Template-level branding takes precedence when a template is applied to an order.

Setting	Description
Company logo	Displayed in emails, verification screens, and Truv Bridge. PNG or JPG under 2 MB. Circular logo recommended.
Company name	Displayed in verification communications
Accent color	Primary color in the verification UI
Background color	Background overlay color for the verification UI (desktop only)
Hide confetti	Show or hide the confetti animation on successful connection

Click Preview to see your branding in the Emulator before saving, or Apply to save changes.

Order Settings

Configure account-wide defaults applied to all orders unless overridden at the template level.

Setting	Description
End-user agreement / privacy policy	Toggle on to add a URL to all verification experiences
Link expiration	How long verification links stay active before expiring (e.g. 3 days)
Customer support email	Support email address shown to end users during verification
Custom field	Enforces a required custom data field (e.g. loan number) on all orders
Custom phone number	Send SMS notifications from a specific authenticated phone number via Twilio integration

Templates

Create and manage templates to apply distinct customizations to individual workflows or clients.

Templates give fine-grained control over branding, the end-user experience, and returned data for individual workflows. Select a template when creating an order to apply its full configuration. Templates also control order manager access — a team member assigned to a specific template can only create orders with that template and can only view orders using it. This makes templates an effective tool for branch-level access control. See the full UX Customization guide for detailed configuration options for each template section.

Data

Control which fields are included in API responses for each product type.

Select a product type to view its full API response schema. Each field group (Profile, Employer, Employment, Income, Pay statements, Earnings, etc.) can be expanded to show individual fields. Uncheck any field to exclude it from all API responses when a connection is completed using that product type. This is useful for limiting data returned to only what your application needs.

Next steps

Templates guide

Full template configuration reference

UX Customization

Full configuration reference for templates

Activity Development

⌘I

​Branding

​Order Settings

​Templates

​Data

​Next steps