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Root release update | April 2024

8 months ago by Root Product Team

What's new this month? 🚀

  • Download proof of payment for payout requests

    You can now download proof of payment documents directly on a payout request.

  • Workbench command enhancements

    We've made the following improvements to Workbench commands to provide you with a better building experience:

    • Rp ai: Generate Joi validation schema quickly from a .csv file using OpenAI with rp AI. Read the docs here.

  • Improved Refunds tooling

    Introducing enhanced functionality to the Refunds tooling on Dashboard for greater control and efficiency in managing refunds:

    • Enhanced visibility: Access a comprehensive listing page, allowing you to search, filter, and export refund information effortlessly.

    • New bank upload file: Filter by status "Pending" and export a CSV file containing all required data for bulk processing of refund payout requests.

    • Enhanced functionality for managing refund payout requests: User-friendly pop-ups to mark refunds as paid out or rejected on the Root dashboard.

      • Mark refunds as paid out and upload supporting documents for record keeping. Note: Refunds need to be paid out manually through your bank. Marking a refund payout request as paid out does not automatically pay out the refund.
      • Reject refunds and select a rejection reason for record keeping.

    • Read the Help Centre guides here.

  • Renamed external keys to secret keys

    We've renamed external_keys to secret_keys for enhanced feature clarity. Key changes include:

    • Endpoints now reference /secret-keys.
    • The key_id parameter has been renamed to secret_name.
    • Permissions have been updated as follows:
      • secret_keys:create
      • secret_keys:manage
      • secret_keys:read

  • Transition to New URL

    You may have noticed a banner on your login page informing you that we are moving to a new URL on 10 May. Please alert your teams to start using the new login page and remember to update your bookmarks accordingly.

  • Notification template improvements

    We've refactored notification template validation and previews to enhance structure and readability. Additionally, we've improved the display of template validation errors on the dashboard.

If you have any suggestions or feedback, please share them with your Project Lead or submit them via the Root product roadmap so that we can take them into account.

Let's build this awesome new future of insurance together 💪