Root release update | October 2024

What's new this month? 🚀

• Custom event key in notifications data exports

  Data exports now support the custom_event_key field for Notifications, allowing you to track and report on custom triggers more easily. You can customise this field in your export templates on Workbench. Read the docs.

• Enhancements to webhook tooling on dashboard

  We've made the following updates to the webhook functionality:

  • Effective webhook disabling: Webhooks that consistently fail will now be automatically disabled, ensuring you can manage ineffective webhooks effectively. Read the docs.
  • Updated success criteria: Webhook attempts are now marked as successful for HTTP response status codes in the 200 - 299 range, aligning with standard HTTP practices. Read the docs.

• Updates to API key permissions

  • Create claim permission: You can now enable the "Create Claim" permission on API keys, supporting a complete claims management workflow.
  • Data store entities permissions: Configure API keys with permissions for data store entities, enhancing your data access control and customisation options.

• Improved Embed functionality and mobile experience

  • Enhanced mobile user experience: We’ve improved the mobile experience for Embed, addressing key usability challenges to support a smoother, more intuitive client-facing journey.

  • Unlimited quote step splitting: You now have the flexibility to configure an unlimited number of quote steps in Embed. Previously, configurations were limited to a single page or a two-step option. With this update, you can split the quote process into any desired number of steps, controlled via the sectionIndex parameter in the quote schema. Read the docs.

    

• Shortened tracked document link URL

  Tracked document URLs are now 22 characters long (excluding the domain), improving usability while ensuring security. A warning has also been added on the dashboard Handlebars helpers to avoid using shortenUrl with trackedDocumentLink.

• Add date of birth and gender to policyholder card

  We’ve enhanced the Policy Detail View UI by adding the date of birth and gender information to the policyholder card. This update aims to provide you with more comprehensive details at a glance, improving the overall usability of the policy information displayed.

  

• Extend schema display conditions

  We’ve updated the schema display conditions to support greater than or equal to (≥) and less than or equal to (≤) operations, in addition to the existing equality (===) and inequality (!==) conditions. Read the docs.

• New claim lifecycle hooks

  We’ve introduced three new claim lifecycle hooks:

  • afterClaimDecision: This hook triggers when the first assessor makes a decision on the claim and is intended to eventually replace afterClaimApproved. Read the docs.
  • afterClaimSentToReview: Triggers when the claim enters the review stage. Read the docs.
  • afterClaimClosed: Triggers after the claim has been closed. Read the docs.

• Data Adapter generation history and UI refresh

  You can now view a history of who generated data adapter credentials and when. Additionally, we’ve refreshed the credentials UI and modal flow to enhance aesthetics and usability. Read the docs.

  

• Default branch code for debit order form

  The debit order form now defaults the branch code to the global bank branch code when you select a bank, simplifying collections for clients using South African banks. You can still override this default if needed.

  

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 💪