Root release update | September 2024

What's new this month? 🚀

• Sync update payment endpoint

  We have introduced a new API endpoint that allows you to update a single payment in real-time. This update is processed synchronously, ensuring you receive an immediate response confirming whether the payment update was successful. Read the docs.

• File validation

  File validation is now enabled for all document uploads. This improves security by ensuring only supported file types can be uploaded. Validation applies to new uploads only – existing files on dashboard remain unaffected. View supported file types in the Help Center.

  

• Cancel pending payments on a policy

  You can now cancel payments with a "pending" status directly from the Root dashboard and over the API via the new update payment endpoint. Once a payment's status changes from "pending," it cannot be cancelled. To use this feature, ensure you have the necessary permission enabled: "Payments > Submit payment results." You can also cancel payments via the API using the Update Payment endpoint. For more details, refer to our Help Center guide. Read the Help Centre.

  

• Embed handlebars display on payment summary page

  We have now extended the handlebars module data display in Root Embed to allow for the display of more than six fields. You can configure any number of handlebar fields for the payment summary page. If more than six fields are specified, the grid view will convert to the module data view with the handlebar values. Read the docs.

  

• Warning email for failing webhooks

  We've implemented a warning email for webhook failures. If a webhook fails within a 24-hour period, both the organisation owner and the webhook creator will receive an email notification. This serves to inform them of the failure and to alert them that the webhook will be disabled if failures continue. Read the docs.

• New Product module starter templates

  We have introduced comprehensive product module starter templates for travel, pet, bicycle, device, and funeral insurance. These templates enable you to bring new products to market quickly, as each one comes with pre-configured workflows for quotes, applications, claims, policy alterations, documents, and more. You can customise these templates using Workbench to meet your specific product needs.

  

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 💪