Changelog
Get the latest feature updates in Truv
API Changelog items May 05
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New income category values: INTEREST, INVESTMENT, OTHER: The
income_categoryfield on bank income sources now returns three additional values:INTEREST(interest on deposit accounts),INVESTMENT(dividends and brokerage distributions), andOTHER(unclassified deposits). Transactions previously returning anullincome_categoryfor these deposit types will now be categorized going forward. Historical records already retrieved may still shownull. These are treated as non-recurring income.Available in:
- Retrieve bank income report endpoint
- Retrieve bank income insights report endpoint
- Introduced new product names for Truv’s verification suite: Truv has introduced new product names for our suite of verifications that will display in Truv Dashboard, Truv templates, Truv Create order form, Truv orders, and integrated systems.
- Link is suspicious column in Orders and Users tables: To provide quick reference for suspicious links in Truv Dashboard, we have added a 'Suspicious' column to the Orders and Users tables, showing if the latest task for each provider is suspicious.
- Latest error message in 'Connections' for Orders and Users: To make troubleshooting unsuccessful connections easier, we have added the Error Message for the latest attempt for each provider to the 'Connections' section in Orders and Users.
- Performance per Template in Reporting: To improve visibility into verification volume and performance, we have added a table to show volume and conversion by template and initial vs. refresh order to the Dashboard Reporting tab.
- Self-Employed Income report template customizations: For public sector customers who want to control which account or transaction categories are included in the Self-Employed Income report JSON and PDF, we have added the ability to filter categories in Truv templates. Additionally, templates also support customizing which categories are visually labeled in the report PDF.
- Bulk upload orders enhancements for Public Sector: In Truv Dashboard, public sector teams can now upload a CSV file to bulk create up to 100 orders at a time, instead of one-by-one. We have enhanced this feature to support additional Truv products, including Self-Employed Income, Wage Earner Income + Self-Employed Income, and fields (status updates), as well as clarified instructions.
Added order retrieve endpoint to return additional financial account details: balance (the current account balance, when available), owners (list of account owners), and bank_income_sources (income sources derived from transaction data, when available). All new fields are read-only and nullable.
Available in:
- Retrieve an order endpoint
- Reporting an issue: Clients can flag inaccuracies directly on any listed income source or employer in the self-certification page view. By selecting "Report an issue," they can choose a reason from a dropdown (such as employment no longer active, incorrect amount, or outdated information) and add clarifying comments pre-submission.
- Adding unidentified income from bank connections: If a client doesn't see an income source listed, they can now identify it themselves. In the Uncategorized Deposits section, clients can enter the business name and type of income alongside the corresponding bank transaction. This input is automatically displayed in the Truv Report and JSON response returned to the agency for caseworker review.
- New
order-createdwebhook event: Customers can now subscribe to anorder-createdwebhook event to receive a notification as soon as an order is created. See documentation for more details. - Optimized
/v1/links/API performance: Improved the underlying query for the/v1/links/endpoint, reducing response times from ~5 seconds to ~1 second for customers with large link volumes.
- Group by borrower and product type: To clarify which products are available for each borrower, we have released a new 'Order status' layout that groups the orders table by borrower and product type. The goal is to reduce repetitive fields and make it easier to identify what is complete for each borrower. This is released for a subset of lenders ahead of full release in April.
- Improve handling for loan locked status: For the Update loan data feature, we now guide the user to exit the loan prior to the request to prevent the loan from becoming locked.
- Customization of available 'Update loan data' fields: For lenders using Encompass Consumer Connect or Encompass LOS who want to only allow some fields to be updatable, we now support customization to remove some Truv data fields altogether.
Encompass Bug fixes
- We fixed the below issues with writing the GSE Report ID. The below cases were rare and any subsequent order updates have corrected the Report ID fields.
- If one borrower completed a refresh order, the Report ID from the initial order would be overwritten for all borrowers. Now it's only overwritten for borrowers where a new Report ID from the refresh is available.
- If a borrower had both a VOIE and VOA report ID, but skipped re-verification for one of the products, it could cause a mismatch in product type and Report ID.
- 508 Compliant Orders Landing Page & Doc Upload Product: Truv's Orders workflow has been refined to support multiple modalities for accessibility, including keyboard + screen reader navigation, voice command with numbered overlays, and grid-based spatial navigation. 508 compliance also extends to our document upload product, empowering public sector clients with accessible verification experiences.
- Expanded Multi-Lingual Support: Truv expanded support for threshold languages within the Truv verification experience. In addition to our existing multilingual coverage, we now support Portuguese, Ukrainian, Mandarin, and Mien, helping agencies better serve diverse populations while maintaining a seamless, compliant user experience.
- Automated Service Ordering visibility: To make ASO orders more easily searchable in Truv Dashboard → Orders tab, we have added a dedicated 'Automated Service Ordering' option in the 'Created by' filter.
- Action availability and context: To help provide context to new users, we revised the Encompass UI to always show product types and actions on the 'New order' tab with explanations on hover for what is returned or why a given option is disabled.
- Improved Dashboard date filtering: We updated the Truv Dashboard date filters across tables to a single date selector with dedicated historic date ranges, preventing users from bookmarking static date ranges.