Root release update | July 2023

What's new this month? 🚀

• Display debit order details in the confirmation step of the policy issuing flow

  All available debit order details are now displayed in the confirmation step of the policy issuing flow on the Root dashboard. This allows dashboard users to confirm the bank details with the policyholder prior to issuing a policy.

• Embed | Sales enhancements

  We've made improvements to our Embed | Sales add-on to provide you with more flexibility and customisation options:

  • Support for all identification types: You can now use the identifiers ID, passport number, email, cellphone number, and custom identifiers with Embed.
  • Personal details prefill actions: You can now define the prefill actions for the personal details step in the Embed | Sales flow. Read the docs.
  • Field label configuration for policyholder and beneficiaries: You can now configure the labels of the beneficiaries and personal details step in the input-fields.json file in the Embed folder in Workbench.

• New schema components

  • Multiple checkbox
    We have introduced the multiple-checkbox schema component to the Root schema component suite. This component groups multiple checkboxes into one component with the values sitting in key values pairs under the main component key. Read the docs.
    An example of the data output can be seen below:

    "covered_devices": {  
    	"mobile_phone": true,  
      "tablet": false,  
      "smart_watch": true  
    },
    

• Cellphone
  We have introduced the cellphone schema component to the Root schema component suite. Read the docs.
  An example of the data output can be seen below:

  "phone_number"{
    "country_code": "UK",
    "number": "0793010573"
    "international_number": "+44793010573"
  },
  

• Data exports improvements

  Our data exports tooling now offers a "Fast put" configuration option for SFTP data exports, delivering a remarkable 1000% to 2000% improvement in performance for large files. Additionally, we've improved the dashboard workflow for creating/editing scheduled data exports for a seamless experience.

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 💪