When to use
How it works
After the client completes all verifications in the order, they continue to a certification screen showing the retrieved data. There they mark each employment or account representative or flag discrepancies, then submit to complete the flow. Your server retrieves the outcome from the order-read endpoint with thecertification query parameter after the order completes.
See the Self-Certification guide for the full implementation, and Customer Portal → Self-certification for what’s configurable on the certification screen.
Self-certification is a review-and-confirm step layered on top of a verification — it does not replace the underlying income, employment, or asset data Truv retrieves.
Sample results
GET /v1/orders/{id}/?certification=all returns the order with a certification object attached to each record the client reviewed. Each object carries the client’s decision (representative or not_representative); rejected records include a rejection_reason and optional comment. Payroll employments appear under employers[].employments[], and bank data appears under financial_accounts[].
rejection_reason values: employment_no_longer_active, incorrect_amount, duplicate_entry, outdated_information, or other. Use ?certification=certified to return only the records the client confirmed. For the full response shape — including bank accounts and self-employment income — see the Self-Certification guide.
References
Templates
Configure the certification screen and order flow per company
Transaction categories
Category values applied to bank transactions
Next steps
Self-Certification Guide
Full implementation — enable the review step and interpret results
Retrieve an order
Read certification results with the
certification query parameterCustomer Portal
Where clients review and confirm their data
Self-Employed Income
Let clients confirm and annotate bank transaction data