Add Another Account Feature: Client Flexibility Mid-Verification for Public Sector

Add Another Account Feature: Client Flexibility Mid-Verification for Public Sector

Giving Clients Flexibility When Income Details Change

A client is completing income, employment and/or self-employment verification for benefits eligibility when they remember they also drive for Uber on weekends. Or their part time job income is deposited into a secondary bank account. Or a caseworker pre-filled an employer they no longer work for.

Previously, scenarios like these often meant restarting verification, sending new requests, or prolonged back-and-forth between clients and caseworkers — delaying determinations and increasing administrative burden.

To support more accurate and client-friendly eligibility workflows, Truv released an enhancement to the order landing page that allows clients to add additional income sources or financial accounts in real time, without restarting the process or waiting for a new request.

The Reality of Verification in Public Sector Programs

Income, employment and self-employment verification for public sector programs is rarely straightforward. It is common for cases to include non-traditional income sources beyond traditional wage earners:

  • Multiple employers or seasonal work
  • Self-employment, gig, or supplemental income
  • Income details that become clearer during the verification process

Eligibility systems need to accommodate that complexity — without penalizing clients or overwhelming caseworkers.

How It Works for State Agencies

State agencies using Truv's verification solutions already empower clients to connect employers, payroll providers, and financial accounts as part of eligibility determinations. Now, that experience is even more flexible.

The updated client workflow:

  • Clients access a pre-populated landing page with income sources already disclosed to the case worker
  • During the same session, clients can select "Add Another Account" to connect additional income sources ad hoc
  • If a caseworker requests more information later, the client can return to the same landing page — no new link required — and view previously connected accounts while adding new ones as needed

This is especially helpful when:

  • A caseworker pre-fills only one employer, but the client has multiple jobs
  • An employer is added that the client no longer works for
  • Additional income is disclosed after the verification process begins

What This Means for Agencies

  • More complete income data upfront – Fewer missing details that delay eligibility decisions
  • Reduced documentation holds – Less time spent waiting on follow-ups
  • Greater client transparency and control – Clients clearly see and manage what data is used
  • Lower administrative burden – Fewer reissued requests and less back-and-forth

Why This Matters for Eligibility Determinations

Every delay in verification impacts real people waiting on critical benefits. By allowing clients to correct or expand their income information in real time, agencies can move cases forward faster while maintaining accuracy and compliance.

This isn't just about convenience — it's about building systems that reflect how people actually work and earn today.

Available Now

The Add Another Account feature is available to all Truv public sector customers. Contact your Customer Success Manager to learn how it can support your agency's eligibility workflows.

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