Root release update | July 2022

What's new this month? 🚀

• New lifecycle hooks for moving the policy start date

  Moving the policy start date will now trigger lifecycle hooks before and after the start date is changed. This allows you to prevent a start date change if certain conditions are not met, and to update the policy data following a start date change. The lifecycle hooks can be specified by defining the beforePolicyStartDateChanged and afterPolicyStartDateChanged functions in the product module code using the Workbench CLI tool.

• Workbench support for enableBillingOnSandbox billing setting

  The workbench CLI tool now supports the enableBillingOnSandbox billing setting. This setting enables you to run certain billing operations for a product module in the sandbox environment to simulate the daily billing cycle without impacting the production environment.

• Workbench support for consecutive_failed_payments_allowed billing setting

  The workbench CLI tool now supports the consecutive_failed_payments_allowed billing setting. This setting allows you to set the number of failed payments allowed before a policyholder’s payment method is blocked.

• Support for testing the latest draft of the Embed | Sales add-on

  We added the ability to issue policies through the Embed sales flow using the latest draft product module definition version. This will enable you to view changes and iterate on the Sales add-on without the need to publish the product module.
  To use the latest draft in the Embed | Sales flow, use a sandbox API key and add the query param &draft_definition=true to the URL. Example: https://app.embedroot.com/dinosure_embedded?api_key=<api_key>&draft_definition=true

• Currency slider component for the Embed | Sales add-on

  We introduced a new currency slider component to the Root schema component library for Root Embed. The component allows end-customers issuing policies in self-service through the Embed | Sales flow to easily set a currency value by dragging a slider.
  The setup of the component in the Root schema components is identical to the currency input, other than the component key, with the slider component having a key of currency-slider.
  The currency slider setup has also been added to the workbench intellisense.

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

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