How do I troubleshoot a failed connection to a data source?

If a connection to a data source fails, there are several possible issues to address. Here’s how you can troubleshoot common errors:

1. Invalid Credentials

  •  The user’s login credentials are incorrect or outdated.
  • Solution:
    • The borrower will be prompted to reset their password or re-enter their login information.
    • They should follow the prompts to update their credentials and try connecting again.

2. Configuration Error

  • The user enters valid credentials but encounters a configuration error. This usually indicates a technical issue with the payroll provider or data source.
  • Solution:
    • The borrower should not attempt to resolve the issue themselves.
    • Next Step: Move to alternative verification methods, such as document uploads (e.g., pay stubs) or connect to financial institutions to continue the verification process.

3. Payroll Provider Unavailable

  • The error indicates that the payroll provider is temporarily unavailable, meaning the system cannot connect to the provider at that moment.
  • Solution:
    • The borrower should switch to alternative verification options (e.g., upload documents or use bank account connections) to proceed with verification.

4. Minimizing Failures

  • Truv continuously monitors success rates for payroll providers to anticipate potential issues. This allows lenders to pre-plan for fallback options in case certain providers experience problems. This minimizes disruptions and ensures a smooth verification process.

5. Multi-Factor Authentication (MFA) Errors

  • The user faces an MFA error, such as a failed verification code or an issue with completing the authentication.
  • Solution:
    • The user should re-authenticate by going through the MFA process again.
    • This may involve entering a new verification code or using an alternate authentication method, depending on the provider’s options.