Jump to Content
Root Developer HubWebsiteWe're hiringCourses & Certifications→ Get started for free
HomeGuidesAPI ReferenceChangelog
WebsiteWe're hiringCourses & Certifications→ Get started for freeLog InRoot Developer Hub
Guides
Log In
HomeGuidesAPI ReferenceChangelog

Insurance on Root

  • Overview
  • Issuing policies
  • Managing policies
  • Claims
  • Complaints

Workbench tutorials

  • Getting started with Workbench
  • Setup tutorial
    • Set up on Root
    • Use Workbench on Replit
    • Set up Workbench on your local environment
  • Prerequisite skills
  • Dinosure tutorial
    • Update policy schedule wording
    • Add a new benefit
    • Update pricing
  • Team collaboration workflow

Other tutorials

  • Webhook setup and verification

Product modules & workflows

  • Product modules overview
  • Product module features
  • Workbench
    • Workbench dashboard
    • Workbench CLI tool commands
    • File and folder structure
  • Settings
    • General settings
    • Billing settings
  • Event hooks & actions
    • Event hooks overview
    • Product module code
    • Quote hook
    • Application hook
    • Policy issue hook
    • Alteration hooks
    • Reactivation hook
    • Requote hook
    • Lifecycle hooks
    • Scheduled functions
    • Actions
  • Policy documents
  • Claims workflow
    • Claims blocks overview
    • Claims blocks reference
    • Disbursement blocks
    • Claims assessor checklist
    • Document labels
  • Schemas
    • Schemas overview
    • Schema component reference
  • Handlebars
    • Handlebars overview
    • Handlebars helper reference
  • Embed
    • Embed overview
    • Embed configuration
    • Embed | Sales prefilling
    • Policyholder prefill from quote
    • Embed implementation
  • API docs
  • Processes and practices
    • Product module updates and deployments
    • Product module tests
    • Coding standards
    • Git workflow

Customer notifications

  • Customer notifications overview
  • Custom notification events
  • Claim notification events

COLLECTIONS

  • Collections overview
    • Collection lifecycle
    • Glossary of collection dates
    • Collection statuses
    • Collection notifications
  • Collection Modules
    • Workbench
      • Workbench CLI tool commands
      • File and folder structure
    • Create a new collection module
    • Build a collection module
      • Settings
      • Root lifecycle events
      • Collection module UI components
    • Examples
      • Stripe Card Collections
    • Processes and practices
      • Environments
      • Publish collection module version
      • Link to Product Module
  • Manual EFT collections
  • Coupons
  • Native debit order collections
    • Collection strategies
    • Daily collections process
    • Setting up your Nedbank account
    • Supported banks
    • Success assumed after 5-days
    • Account number validation (CDV)
    • Account verification (BANV/AVS)
    • TT2 DebiCheck
  • Custom payments integration
    • Configuration & rules
    • Payment instructions
    • Create or update payments

Data management

  • Data management overview
  • Insights overview
    • Data definitions
    • Query reference
  • Data Adapter
    • Connect to Data Adapter
    • Tutorial: Use DBeaver to connect to Data Adapter
    • Tutorial: Use PowerBI to connect to Data Adapter
    • Data Adapter queries
    • Archived snapshots
  • Data exports
  • Data migrations

Courses & Certifications

  • Product Builder Fundamentals Course
    • Course overview
    • Part 1: Getting set up with your first product
    • Part 1.1: Product module specifications
    • Part 2: Generating insurance quotes
    • Part 3: Issuing policies
    • Part 4: Amending policies with alteration hooks
    • Part 5: Lifecycle Hooks and Reactivation
    • Part 6: Scheduled Functions and Anniversary Logic
    • Part 7: Crafting documents and documentation
    • Part 8: Building a Claims and Payout Flow
    • Wrapping up
Powered by 

Processes and practices

Suggest Edits

These guides describe processes and practices for product module updates and deployments:

  • Environments: How collection module environments work and how to use them.
  • Publish collection modules: How to publish a new collection module version.
  • Link collection module to a product module: How to link a collection module to a product module to make it available as collection method for a policy.

Updated 11 months ago


What’s Next
  • Environments