Changelog

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June 28, 2024

Truv Dashboard Improvements June 28

  • In the spirit of transparency, for instances with partial data we have added disclaimers into the Truv Reports in addition to Truv dashboard (Orders and Users) to provide clients with any sections of the report that was not present in the payroll source.
  • Coverage Search Visibility: Within the Coverage Tab in Truv Dashboard, when a company name is searched, we’ve added indicators to give loan officers/assistants heightened visibility into the likelihood of successful connections, based on recent Truv traffic.
    • Green – Indicates a history of high success
    • Yellow – Indicates a history of moderate success
    • Grey – Indicates a history of low success
    Additionally, the single sign-on provider (SSO) is listed when known.
  • For Bank aggregation product, for the responses in Truv Dashboard, we have now added ability to unhide account information via an “eye” icon next to each account. Additional fields such as Routing number, Account holders, and Account type, will be revealed on click of this eye icon.
  • For Income and Employment product for retired and disabled borrowers, we are now able to retrieve their Benefits letter. In addition, we have updated the specific sections in Truv Dashboard responses and menu items to reflect the Benefits received.
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