Jump to Content
Root Developer HubWebsiteProduct roadmapRoot blogWe're hiring!
HomeGuidesAPI ReferenceChangelogCommunity Forum
WebsiteProduct roadmapRoot blogWe're hiring!Log InRoot Developer Hub
Log In
HomeGuidesAPI ReferenceChangelogCommunity Forum

Insurance on Root

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

Workbench tutorials

  • Getting started with Workbench
  • Prerequisite skills
  • Dinosure tutorial
    • Update policy schedule wording
    • Add a new benefit
    • Update pricing
  • Team collaboration workflow

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 implementation
    • Embed | Sales prefill values
  • 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

Billing & payments

  • Billing overview
  • Payments overview
    • Payment dates
    • Payment statuses
    • Payment reversals
    • Daily payment routine
    • Payments in Sandbox
  • Custom payments integration
    • Configuration & rules
    • Payment instructions
    • Create or update payments
  • Managed: Debit orders (South Africa)
    • Setting up your Nedbank account
    • Billing strategies
    • Success assumed after 5-days
    • Supported banks
    • Account number validation (CDV)
    • Account verification (BANV/AVS)
  • Managed: Credit cards (South Africa)
  • Payment coupons

Data management

  • Data management overview
  • Data Adapter
    • Connect to Data Adapter
    • Tutorial: Use DBeaver to connect to Data Adapter
    • Data Adapter queries
    • Archived snapshots
  • Data exports
  • Data migrations
Powered by 

Processes and practices

Suggest Edits

These guides describe processes and practices we use to coordinate with you on product module updates and deployments.

  • Product module updates and deployments
  • Product module tests
  • Coding standards
  • Git workflow

Updated 3 months ago