Changelog

Get the latest feature updates in Truv

August 29, 2025

General API updates:
- Updated the relation_type across across multiple endpoints.
- Affected endpoints: Retrieve Income Insights Report, Create Income Insights Report, Retrieve Financial Accounts, Retrieve Assets Report, Create Assets Report, Retrieve Bank Income Report.
Verification of Assets (VOA) reports API updates:
- Retrieve Assets Report and Create Assets Report now support the balance_as_of field, and the type of ending_daily_balance was changed to number.
- The minimum value for large_deposit_threshold.fixed_amount is no longer required. The original required default value was 10.
Customization Templates API updates:
- The large_deposit_threshold minimum value is no longer required for List Templates, Retrieve a Template, Create a Template, and Update a Template. The original required default value was 10.

Orders API updates:
- Added support for notes and introduced blend as a valid value for the source for the following endpoints: Create Order, Retrieve Order, Create Refresh Order, and Cancel Order.
- Added accounts to financial_accounts, which is used to list the bank accounts for a financial institution. The following endpoints were modified: Retrieve Order, Get List of Orders by SSN

Balances API update:
- Updated Retrieve Balances to remove several legacy fields (id, created_at, type, etc.) and introduced required pagination properties: count, next, previous, and results.
New endpoint update:
- The following endpoints were added: Get Company Info and Retrieve Auth Data.
DDS Report update:
- The deposit_details.deposit_type field is no longer required in the Retrieve DDS Report.
Financial Accounts and Transactions update:
- Retrieve Financial Accounts and Retrieve Transactions now support the new TRANSFERRABLE_ON_DEATH subtype.