Root release update | November 2024

What's new this month? 🚀

• New issue policy aggregated endpoint

  The new issue policy aggregated endpoint streamlines your workflow by combining multiple steps into a single API call. With this update, you can create a quote package, upsert or reuse an existing policyholder ID, create the application, and issue the policy all at once. This simplifies integration and reduces complexity. Read the docs.

• Custom policy number configuration for product modules

  You can now customise policy numbers in your product module settings. Define a custom characterSet, length, prefix, and suffix to create unique policy numbers tailored to your needs. If not configured, the system will default to a base62 format with 10 characters. This feature simplifies policy classification and retrieval for both dashboard and non-dashboard users. Read the docs.

• New lifecycle hooks for policy events

  We’ve added two new lifecycle hooks to enhance your policy management capabilities:

  • afterPolicyActivated: Triggered after the policy activation event, offering more flexibility compared to the existing afterPolicyIssued hook. Read the docs.
  • afterPolicyExpired: Triggered after the policy expiry event, complementing existing hooks for policy cancellation and lapse. Read the docs.

• Text confirmation required to flush sandbox

  We’ve added a mandatory text confirmation step when flushing your organisation's sandbox. This improvement helps you verify the correct organisation before proceeding, reducing the risk of accidental errors. Read the docs.

  

• Updates to Embed | Sales

  We’vze introduced several enhancements to improve flexibility and customisation within the Embed | Sales flow:

  • Embed sessions now support prefill values and session lookups: Set prefill values securely when generating embed URLs by creating a session via the embed URL endpoint, eliminating the need to expose sensitive data in URLs. Additionally, we’ve created a new endpoint that lets you check for active sessions, enabling customers to seamlessly resume previous sessions. Read the docs.

  • Prefill values now supported for unauthenticated flows: Include prefill values in embed URLs for unauthenticated flows. Prefill data is encoded directly into the query string of the URL, providing greater flexibility for configuring the embed experience. Read the docs.

  • Customisable text on the quote step: You can now configure the call-to-action and additional wording displayed above the premium on the quote step. This allows you to tailor messaging to better align with your brand and customer journey.

    

• API reference updates for claims and data store entities

  We’ve updated the API reference to include two new features: Close Claim and Data Store Entity Count.

• Document validation added to rp push

  We’ve introduced validation for handlebars in documents when using rp push. This ensures that any errors in the documents are identified immediately, providing instant feedback and preventing runtime errors. This update enhances the reliability of your workflows and reduces the risk of encountering issues during execution.

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 💪