Treasury Check

Information System 

Integrated View and 

Dashboard User 

Enrollment Guide

EXTERNAL USER ACCESS STANDARD OPERATING PROCEDURE

FISCAL SERVICE | 13000 Townsend Road Philadelphia, PA 19154

2023
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Contents

Change Control Table ...........................................................................................................................................2

Prerequisites and Details to Consider Prior to Beginning the User Enrollment Process......................................3

Steps to Establish a TCIS Integrated View and Dashboard Account.....................................................................3

Workflow Approval – Roles and Responsibilities .................................................................................................4

Establish a SailPoint IdentityIQ Identity ...............................................................................................................4

Request a TCIS Account........................................................................................................................................6

Request a TCIS Account – External...................................................................................................................6

Logon to TCIS Integrated View and Dashboard................................................................................................. 11

Requests for Support......................................................................................................................................... 11

Appendix A - Acronyms..................................................................................................................................... 12

Appendix B – User Roles and Functions............................................................................................................ 13

Appendix C – Frequently Asked Questions (FAQs) ........................................................................................... 14

Appendix D – External TCIS User Enrollment Workflows.................................................................................. 16
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Change Control Table

DATE TYPE Description

10/4/2023 Substantive Original document published.

10/6/2023 Substantive Separated into internal and external user guides

11/29/2023 Substantive Various updates made for clarity.

03/05/2024 Substantive Various updates made for clarity.
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Prerequisites and Details to Consider Prior to Beginning the User 

Enrollment Process

*Please do not include any TCIS roles or entitlement request in any other Fiscal Service 

system(s) roles requests in CAIA IdentityIQ. 

1. Identify the supervisor who will need to review and approve your TCIS access request in 

SailPoint IdentityIQ. 

2. Please note that the following are the TCIS required roles/entitlements: 

a. TCISIV-Integrated View

b. TCISIV-Agency User Role

c. Organization’s Agency Location Code(s) (ALCs) or Symbols entitlement(s) such as TCISIVALC-xxxxxxxx OR TCISIV-NTDO entitlements OR Program. 

If one of the above is missing, your access would be incomplete.

3. Determine if you will need to request any added functionality capabilities (Stop Payment, 

Reclamation Dashboard, Cancellation Dashboard, and other dashboards).

4. The first-time existing users access TCIS after we have implemented CAIA, they will be asked to 

verify their email address via a one-time-password. 

5. Please allow up to two weeks for level one and level two approvers to respond to your access 

request.

6. Fiscal Service policy stipulates that after 120 days of inactivity, the roles which you have been

assigned will be revoked and you will need to re-enroll. Users will receive an email warning of 

the role disablement and reminders will be sent at 14, 7, 3, 2, and 1 days until the 120th day of 

inactivity is reached. Then, user role(s) is/are removed. 

Steps to Establish a TCIS Integrated View and Dashboard Account

1. Establish an account with SailPoint IdentityIQ to access Treasury services. If you already use an 

identity to access Treasury services, you may bypass this step and move to the next section.

2. Submit a request for a TCIS Integrated View and Dashboard account via CAIA/SailPoint 

IdentityIQ using the appropriate steps outlined below (please refer to section titled ‘Establish a 

SailPoint IdentityIQ Identity’).

3. Confirm access request has been successfully submitted via receipt of email confirmation. Also, 

a banner will be displayed confirming that the request was submitted successfully in addition to 

providing the request ID. Take note of this request ID as it may be used in the event any 

troubleshooting is required with the Treasury Support Center (TSC).

4. Receive access request approvals from the first and secondary level approvers for TCIS 

Integrated View and Dashboard.

5. Once you receive an email confirming your request has been completed and you have allowed 

up to forty-eight hours for account provisioning, confirm you are able to successfully access the 

application.

6. If you are unable to access the application, you can request support with the TSC (please refer to 

section titled ‘Requests for Support’).
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Workflow Approval – Roles and Responsibilities

1. For all request workflows, there are two approval levels that are configured for access to the 

application.

a. First Level Manager/Supervisor Approval: This workflow routes role requests to the 

user's manager/supervisor for first level approval.

b. Second Level Approval Group/Fiscal Service TCIS ISSO: After first level approval, the

workflow is configured for a second level approval groups approval/denial for the 

access request.

2. There is a fourteen-day expiration on access requests. Approvers will receive a daily email 

reminder that there is a request awaiting their approval once a request enters their queue. The 

fourteen-day expiration is per approval. The first level approver has fourteen days to approve, 

then the second level approver workgroup has fourteen days to approve. If the request does not 

receive an approval or denial, the request will time out and the user will need to request access 

again.

Establish a SailPoint IdentityIQ Identity

1. Navigate to the SailPoint IdentityIQ Home Page: https://iiq.fiscal.treasury.gov/

2. A page is presented which displays one or more of the following options to authenticate:

a. PIV/CAC

b. ID.me

c. Login.me

3. Select the PIV / CAC button.

4. If prompted, select your certificate, and enter your pin.

5. The first time a PIV/CAC certificate is used to authenticate, the email verification process is 

initiated. A web page is displayed prompting you to submit your email address that will be 

associated with your certificate. A verification code is sent to the email address specified.
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6. A web page is displayed to allow you to input the verification code from the email.

Note: The email verification code is generated based on the certificate used to authenticate and the 

email address specified by the user.
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Request a TCIS Account

Request a TCIS Account – External

1. Navigate to the SailPoint IdentityIQ Home Page: https://iiq.fiscal.treasury.gov/

2. Except for Treasury employees, after you have successfully authenticated, set/modify the first

level approval manager for your account. 

a. Click on the hamburger icon in the upper left portion of the window.

b. Click the ‘Manage Identity’ dropdown and then select ‘Modify Manager’.

c. Select the ‘Set/Modify the Manager for your Account’ radio button and then click Next.
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d. Enter your manager’s email address in the open field and click Next. 

e. Confirm yourselected manager’s email addressis correct and click Submit. 

f. Note: Your manager will then need to log into SailPoint IdentityIQ to review and 

provide your access decision. Click here to confirm if you have a 

manager/approver assigned. 

3. Select the ‘Manage My Access’ tile from the Home screen. 

4. ‘Add Access’ will be selected by default, enter TCIS Agency in the search bar and select the

search icon.

Click here to see defined TCIS Integrated View and Dashboard Roles and Functions 

Click here on how to check what Roles and/or Entitlements you currently have or not.
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5. From the populated list, scroll down and select the checkmark next to the ‘TCISIV-Agency User 

Role’ role display name.

6. Enter TCIS Integrated View in the search bar and select the search icon.
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7. From the populated list, scroll down and select the checkmark next to the display name of the 

following role:

a. TCISIV-Integrated View (required)

8. Search and select the checkbox next to the display name of any additional role(s) that are required 

for your job function as identified with your manager. For example:

a. ALC(s) (e.g., TCISIV ALC 12345678)

b. ALC Groups(e.g., TCISIV SSA Program)

c. Dashboards(e.g., TCISIV Dashboard)

9. Once you have completed your role selections,select Next.

10. Review your selection(s) to confirm and then select Submit.
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11. The request will be processed, and you will be returned to the Home screen.

12. Upon successful submission, a banner will confirm that the request was submitted successfully 

in addition to the request ID being displayed.
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13. You will receive an email confirmation that your request wassubmitted, acknowledging receipt.

Click here on how to check the status of your request.

14. A second email will be sent to the First Level (Manager), notifying that a request has been 

submitted. The Manager will need to login to SailPoint IdentityIQ and approve or deny the 

request.

15. Once the Manager reviews and approves your request, an email will be sent to the Second Level 

(Fiscal Service TCIS ISSOs) approver(s) notifying that a request has been submitted. The Fiscal 

Service TCIS ISSO will need to login to SailPoint IdentityIQ and approve or deny the request.

16. Although you will then receive an email notification that your request was completed, 

please allow up to forty-eight hours after you have received your access confirmation to 

allow for your account to be processed and to be able to successfully login.

Logon to TCIS Integrated View and Dashboard

Once you have completed all the enrollment steps to request an account and received the necessary 

approval(s) from the first and second level approval groups, follow the below steps to access TCIS 

Integrated View and Dashboard via your PIV.

1. Access https://tcis.fiscal.treasury.gov via your browser.

2. You will be directed to the TCIS Integrated View and Dashboard authentication page. Select PIV/CAC.

3. The certificate screen will pop up, and you will be prompted to pick your certificate. Click OK.

4. Enter your PIN and click OK. 

Requests for Support

Contact the Treasury Support Center (TSC) at 855-838-0743 or TCIS_TSC@stls.frb.org for TCIS account 

support requests.
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Appendix A - Acronyms

Acronym Meaning

ALC Agency Location Code

CAIA Common Approach to Identity Assurance

NTDO Non-Treasury Disbursing Offices

TCIS Treasury Check Information System

TSC Treasury Support Center
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Appendix B – User Roles and Functions

*By default, all Integrated View users will have query capability based on allowed ALC(s), Symbol(s), and/or 

any Program entitlement. 

Role Name (Name in Identity IQ) Description External User

TCISIV-Integrated View General access to Integrated View Required

TCISIV-Agency User Users limited by Agency Location Code 

(ALC) or Non-Treasury Disbursing Offices 

(NTDO)

Required

Agency Location Code (ALC) 

(e.g., TCISIV-ALC-28045600) 

OR 

Symbol for Non-Treasury 

Disbursing Office (NTDO)

(e.g., TCISIV-ALC-00005570 OR

TCISIV-NTDO HDOD) 

Allow Agency users see all payment activity 

from the Agency’s ALC or Symbol.

For NTDO, user can EITHER request for this 

TCISIV-ALC-0000xxxx OR one of the 

entitlements below:

• TCISIV-NTDO HAF

• TCISIV-NTDO HAR

• TCISIV-NTDO HC

• TCISIV-NTDO HNA

• TCISIV-NTDO HDOD

• TCISIV-NTDO HDOS

• TCISIV-NTDO HMAS

Required

OR a Program such as : 

TCISIV-SSA Program

TCISIV-SSA Admin

This program contains eight common SSA

ALCs : 28045900, 28045600, 28045500, 

28045400, 28045300, 28045200, 

28043000, 28040004

Contains one SSA Admin ALC – 28040001

SSA ONLY – this 

can be added 

instead of 

selecting/adding 

each ALC at a 

time.

TCISIV-Reclamation Dashboard Provides the form 133 (Notice of 

Reclamation) form 135 (Debit 

Authorization) and Notice of Direct Debit

ONLY Benefit 

Agencies

TCISIV-Cancellation Dashboard Allows Agency users see all the activities of 

cancelled payments) Summary and Detail 

reports

As assigned

TCISIV- UCC Stop Payment Provide the ability to submit a stop code 

against a particular check symbol/serial 

number

As assigned
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Appendix C – Frequently Asked Questions (FAQs)

1. How can I confirm if I have an approver or Manager assigned?

From the homepage click on the “View Identity” box.

You will see your Username, Email and Manager (Approver)’s name displayed.

2. How can I view the roles that I have?

Click on the Access tab to view your roles. You may have one or more roles for view.
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3. Is there a way I can check on my Enrollment status, when its pending?

Yes, go into SailPoint, click on “Manage Access” click on “Remove Access” (which does not remove access, it 

allows you to view your access) to see your roles displayed. The role can only be removed if you select it and 

click submit.

All roles pending or assigned will be displayed. Look at the “Status” if it reads assigned the access is 

complete, if the status reads request in green, it’s still pending approval.

4. Who can I contact if I have question?

You can call the Treasury Support Center at 855-838-0743, option 1 or TCIS_TSC@stls.frb.org for enrollment 

support. Or Fiscal Service Call Center at 855-868-0151 option 1 for TCIS operation support.
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Appendix D – External TCIS User Enrollment Workflows

External User Enrollment Workflow

TCIS Integrated View and Dashboard | External User Enrollment Workflow User Prerequisites Level 1 Approver / Supervisor Level 2 Approver / ISSO

Start User 

Enrollment

Set/Modify the 

Manager for your 

account (receive 

confirmation)

User Receives 

Requested Access

Establish SailPoint 

IIQ account

Identify Level 1 

Approver / 

Supervisor

Determine 

TCIS User Role 

required

Determine 

ALC(s)/ALC 

Group 

required

Determine if added 

functions (Stop 

Payment, Info Apps, 

Dashboard(s), etc.) are 

applicable

Add access request for 

Integrated View role, 

Agency User Role, ALC(s), 

ALC group(s), added 

functions as appropriate

Approved?

Approved?

Yes

No

No

Yes

Figure 1 - External User Enrollment Workflow

User User Prerequisites