Overview

Events are shared across many parts of the Root platform as a record of actions performed against policies and other entities. This page documents examples of many of the event types we store.

Note that only a subset of these events are available as webhook subscriptions. Please see the webhooks page for more details.

Also note that events are not available via bulk data exports.

Application events

`application_used`

Indicated that an existing application was used.

{
  "event": {
    "type": "application_used",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "metadata": {
      "requested_at": "2017-10-05T18:28:30+02:00",
      "requested_by": {
        "type": "system"
      }
    }
  }
}

`application_created`

Indicates that a new application was created.

{
  "event": {
    "type": "application_created",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "metadata": {
      "requested_at": "2017-10-05T18:28:30+02:00",
      "requested_by": {
        "type": "system"
      }
    },
    "policyholder_id": "bf3ab7ce-064d-43b7-811d-0ecd9aca3daf",
    "package_name": "Theft + comprehensive",
    "sum_assured": 1199900,
    "monthly_premium": 50000,
    "base_premium": 14999,
    "module": {
      "type": "root_gadgets",
      "make": "Apple",
      "model": "iPhone 6S 64GB LTE",
      "serial_number": "1234567890"
    },
    "currency": "ZAR"
  }
}

Call events

`connect_called_busy`

Indicates that a connect call was initiated but a busy signal was received.

{
  "event": {
    "type": "connect_called_busy",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`connect_call_not_answered`

Indicates that a connect call was not answered.

{
  "event": {
    "type": "connect_call_not_answered",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`connect_call_completed`

Indicates that a connect call was completed.

{
  "event": {
    "type": "connect_call_completed",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`connect_call_answered`

Indicates that a connect call was answered.

{
  "event": {
    "type": "connect_call_answered",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`connect_call_ringing`

Indicates that a connect all is ringing.

{
  "event": {
    "type": "connect_call_ringing",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`connect_call_initiated`

Indicates that a connect call was initiated.

{
  "event": {
    "type": "connect_call_initiated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`call_flushed`

Indicates that a call was flushed.

{
  "event": {
    "type": "call_flushed",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`called_busy`

Indicates that a call was initiated but a busy signal was received.

{
  "event": {
    "type": "called_busy",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`call_not_answered`

Indicates that a call was not answered.

{
  "event": {
    "type": "call_not_answered",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`call_completed`

Indicates that a call was completed.

{
  "event": {
    "type": "call_completed",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`call_answered`

Indicates that a call has been answered.

{
  "event": {
    "type": "call_answered",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`call_ringing`

Indicates that a call is ringing.

{
  "event": {
    "type": "call_ringing",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`call_initiated`

Indicates that a call was initiated.

{
  "event": {
    "type": "call_initiated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`recording_added`

Indicates that a new recording was added.

{
  "event": {
    "type": "recording_added",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "recording_url": "https://recordingurl.com"
  }
}

`option_entered`

Indicates that a new option was entered.

{
  "event": {
    "type": "option_entered",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "option": "3"
  }
}

`outbound_call_started`

Indicates that an outbound call was started.

{
  "event": {
    "type": "outbound_call_started",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "from": "27823378000",
    "to": "27760008733"
  }
}

`inbound_call_started`

Indicates that an inbound call was started.

{
  "event": {
    "type": "inbound_call_started",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "from": "27823378000"
  }
}

Claim events

`claim_checklist_item_note_created`

Indicates that a claim checklist item had a note created for it.

{
  "event": {
    "type": "claim_checklist_item_note_created",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`claim_checklist_item_checked`

Indicates that a claim checklist item was checked.

{
  "event": {
    "type": "claim_checklist_item_checked",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "checked": true
  }
}

`claim_goodwill_not_acknowledged`

Indicates that a claim goodwill was not acknowledged.

{
  "event": {
    "type": "claim_goodwill_not_acknowledged",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`claim_goodwill_acknowledged`

Indicates that a claim goodwill was acknowledged.

{
  "event": {
    "type": "claim_goodwill_acknowledged",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`claim_goodwill`

Indicates that a claim has goodwill.

{
  "event": {
    "type": "claim_goodwill",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`claim_no_claim_not_acknowledge`

Indicates that a claim no claim was not acknowledged.

{
  "event": {
    "type": "claim_no_claim_not_acknowledged",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "reason": "Some reason here"
  }
}

`claim_no_claim_acknowledged`

Indicates that a claim no claim was acknowledged.

{
  "event": {
    "type": "claim_no_claim_acknowledged",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`claim_no_claim`

Indicates that a claim was awarded no claim.

{
  "event": {
    "type": "claim_no_claim",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`claim_repudiation_not_acknowledged`

Indicates that a claim repudiation was not acknowledged.

{
  "event": {
    "type": "claim_repudiation_not_acknowledged",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`claim_repudiation_acknowledged`

Indicates that a claim repudiation was acknowledged.

{
  "event": {
    "type": "claim_repudiation_acknowledged",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`claim_repudiated`

Indicates that a claim was repudiated.

{
  "event": {
    "reason": "Reason for claim repudiation",
    "type": "claim_repudiated",
    "claim_id": "42211328-5b8e-4248-813b-c44523822e5e",
    "created_at": "2017-05-25T14:23:35.265Z",
    "requested_by": {
      "type": "user",
      "id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

`claim_approval_not_acknowledged`

Indicates that a claim approval was not acknowledged.

{
  "event": {
    "type": "claim_approval_not_acknowledged",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`claim_approval_acknowledged`

Indicates that a claim approval has been acknowledged.

{
  "event": {
    "type": "claim_approval_acknowledged",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`claim_approved`

Indicates that a claim has been approved.

{
  "event": {
    "reason": "Valid approval reason",
    "type": "claim_approved",
    "claim_id": "14dbf7d3-de87-4296-8240-fdc633fea979",
    "created_at": "2017-05-25T14:15:53.696Z",
    "requested_by": {
      "type": "user",
      "id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

`attachment_created`

Indicates that an attachment has been created.

{
  "event": {
    "type": "attachment_created",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "file_name": "attachment",
    "file_type": "txt",
    "file_url": "http://someurl.com/attachment.txt",
    "description": "Some description here"
  }
}

`text_note_created`

Indicates that a text note has been created.

{
  "event": {
    "type": "text_note_created",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "text": "text goes here"
  }
}

`claim_payout_paid`

Indicates that a claim payout has been paid.

{
  "event": {
    "payout": {},
    "type": "claim_payout_paid",
    "claim_id": "14dbf7d3-de87-4296-8240-fdc633fea979",
    "created_at": "2017-05-25T14:18:34.554Z",
    "requested_by": {
      "type": "user",
      "id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

`claim_payout_requested`

Indicates that a claim payout has been requested.

[
  {
    "claim_id": "d3d13c48-4dc3-4816-8d01-de3215878225",
    "claim_number": "D2F69D1CA322",
    "created_at": "2021-05-21T08:14:42.034Z",
    "claim_status": "pending_payout",
    "claimant": {
      "first_name": "Erlich",
      "last_name": "Bachman",
      "email": "erlich@aviato.com",
      "relationship": "main_member"
    },
    "approval_status": "approved",
    "policy_id": "128ba0c0-3f6a-4f8b-9b40-e2066b02b59e",
    "policyholder_id": "c36b5448-643b-4aad-8932-34904b2da3d9",
    "incident_type": null,
    "incident_cause": null,
    "app_data": null,
    "module_data": {
      "key": "value"
    },
    "requested_amount": 2621800,
    "rejection_reason": null,
    "created_by": {
      "type": "user",
      "id": "00000000-0000-0000-0000-000000000001"
    },
    "currency": "ZAR",
    "block_states": {
      "checkbox_block": {
        "type": "checkbox"
      },
      "currency_amount": {
        "type": "input.currency"
      },
      "free_text_block": {
        "type": "input.text"
      }
    },
    "updated_at": "2021-05-21T08:15:42.437Z"
  }
]

`policy_linked`

Indicates that a policy has been linked.

{
  "event": {
    "type": "policy_linked",
    "claim_id": "d7bb3129-b56e-4dd2-a712-b19a225fba6d",
    "created_at": "2017-05-25T14:20:21.201Z",
    "requested_by": {
      "type": "user",
      "id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

`claimant_updated`

Indicates that a claimant was updated.

{
  "event": {
    "type": "claimant_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "claimant": {
      "first_name": "Erlich",
      "last_name": "Bachman",
      "id_number": "6801015800084",
      "cellphone": "0821234567",
      "email": "erlich@aviato.com",
      "relationship": "spouse"
    }
  }
}

`claim_updated`

Indicates that a claim was updated.

{
  "event": {
    "type": "claim_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "incident_type": "accident",
    "incident_cause": "negligence",
    "incident_date": "2017-09-25T18:28:30+02:00",
    "requested_amount": "2000000"
  }
}

`claim_sent_to_review`

Indicates that a claim has been sent to review.

{
  "event": {
    "type": "claim_sent_to_review",
    "claim_id": "14dbf7d3-de87-4296-8240-fdc633fea979",
    "created_at": "2017-05-25T14:15:02.892Z",
    "requested_by": {
      "type": "user",
      "id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

`claim_reopened`

Indicates that a claim was reopened.

{
  "event": {
    "type": "claim_reopened",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "reason": "Reason for claim being reopened"
  }
}

`claim_flushed`

Indicates that a claim was flushed.

{
  "event": {
    "type": "claim_flushed",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`claim_closed`

Indicates that a claim was closed.

{
  "event": {
    "type": "claim_closed",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`claim_opened`

Indicates that a claim was opened.

{
  "event": {
    "type": "claim_opened",
    "claim_id": "14dbf7d3-de87-4296-8240-fdc633fea979",
    "created_at": "2017-05-25T14:13:00.467Z",
    "requested_by": {
      "type": "user",
      "id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

Complaint events

`attachment_created`

Indicates that an attachment was created.

{
  "event": {
    "type": "attachment_created",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "file_name": "attachment",
    "file_type": "txt",
    "file_url": "http://someurl.com/attchment.txt",
    "description": "Some description here"
  }
}

`text_note_created`

Indicates that a text note was created.

{
  "event": {
    "type": "text_note_created",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "text": "Some text here"
  }
}

`policy_linked`

Indicates that a policy was linked.

{
  "event": {
    "type": "policy_linked",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "policy_id": "00f071ac-c312-42e9-b018-b4305b560381",
    "member_id": "eb7b747a-7305-11e7-94d6-e325c1247a46e",
    "policyholder_id": "b018c124-7305-11e7-94d6-c3b7b747a46e"
  }
}

`complainant_updated`

Indicates that a complainant was updated.

{
  "event": {
    "type": "complainant_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "complainant": {
      "first_name": "Erlich",
      "last_name": "Bachman",
      "email": "erlich@aviato.com",
      "cellphone": "0821234567",
      "id_number": "8302070043076"
    }
  }
}

`complaint_updated`

Indicates that a complaint was updated.

{
  "event": {
    "type": "complaint_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "incident_type": "accident",
    "incident_cause": "negligence",
    "incident_date": "2017-08-01T18:28:30+02:00",
    "requested_amount": 23000
  }
}

`complaint_reopened`

Indicates that a complaint was reopened.

{
  "event": {
    "type": "complaint_reopened",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "reason": "Some reason here"
  }
}

`complaint_flushed`

Indicates that a complaint was flushed.

{
  "event": {
    "type": "complaint_flushed",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`complaint_closed`

Indicates that a complaint was closed.

{
  "event": {
    "type": "complaint_closed",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`complaint_opened`

Indicates that a complaint was opened.

{
  "event": {
    "type": "complaint_opened",
    "complaint_id": "f7900c30-727c-44ef-b5fb-5142d7f1c503",
    "created_at": "2017-05-25T14:12:03.014Z",
    "incident_type": "accident",
    "incident_cause": "negligence",
    "incident_date": "2017-03-01T18:28:30+02:00",
    "requested_amount": 23000,
    "requested_by": {
      "type": "user",
      "id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

Payment updates events

`payment_updates_failed`

Indicates that an attempt to update payments async failed.

{
  "event": {
    "type": "payment_updates_failed",
    "payment_ids": [
      "f7261eb1-b17b-4291-92b8-861b34d899ff",
      "31c3c3c6-d912-4481-98d1-1b4a5b2a0eec"
    ],
    "error": "Payment f7261eb1-b17b-4291-92b8-861b34d899ff status is successful and cannot be changed",
    "created_at": "2022-08-10T10:33:45.653Z",
    "requested_by": {
      "type": "api_key",
      "id": "d1d9254e-491c-468d-aa26-969cfb2a7db4",
      "owner_id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

`payment_updates_succeeded`

Indicates that an attempt to update payments async succeeded.

{
  "event": {
    "type": "payment_updates_succeeded",
    "payment_ids": [
      "f7261eb1-b17b-4291-92b8-861b34d899ff",
      "31c3c3c6-d912-4481-98d1-1b4a5b2a0eec"
    ],
    "created_at": "2022-08-10T10:34:42.960Z",
    "requested_by": {
      "type": "api_key",
      "id": "d1d9254e-491c-468d-aa26-969cfb2a7db4",
      "owner_id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

Policy events

`complaint_linked`

Indicates that a complaint has been linked.

{
  "event": {
    "type": "complaint_linked",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "complaint_id": "263a9c1e-aa41-4380-8fc8-0b03a1d9c0e8"
  }
}

`claim_linked`

Indicates that a claim has been linked.

{
  "event": {
    "type": "claim_linked",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "claim_id": "f48393b2-1e7e-4a48-9254-b468e1b68d80"
  }
}

`attachment_created`

Indicates that an attachment was created.

{
  "event": {
    "type": "attachment_created",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "file_name": "attachment",
    "file_type": "txt",
    "file_url": "http://someurl.com/attachment.txt",
    "description": "Some description here"
  }
}

`text_note_created`

Indicates that a text note was created.

{
  "event": {
    "type": "text_note_created",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "text": "Some text here"
  }
}

`policy_flushed`

Indicates that a policy was flushed.

{
  "event": {
    "type": "policy_flushed",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`payment_method_assigned`

Indicates that a payment method was assigned to a policy.

{
  "event": {
    "type": "payment_method_assigned",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`payment_method_added_event`

Indicates that a payment method was added.

{
  "event": {
    "type": "payment_method_added_event",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`policy_members_updated`

Indicates that the members of a policy was updated.

{
  "event": {
    "type": "policy_members_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "monthly_premium": 3400
  }
}

`beneficiary_updated`

Indicates that a beneficiary for a policy was updated.

{
  "event": {
    "type": "beneficiary_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`policy_beneficiaries_updated`

Indicates that the beneficiaries for a policy was updated.

{
  "event": {
    "type": "policy_beneficiaries_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "alteration": "beneficiaries_updated"
  }
}

`policy_receipt_created`

Indicates that a policy receipt was created.

{
  "event": {
    "type": "policy_receipt_created",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`policy_sum_assured_updated`

Indicates that the sum assured for a policy was updated.

{
  "event": {
    "type": "policy_sum_assured_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "alteration": "sum_assured_updated"
  }
}

`policy_premium_updated`

Indicates that the policy premium was updated.

{
  "event": {
    "type": "policy_premium_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`policy_issued`

Indicates that the policy was issued.

{
  "event": {
    "type": "policy_issued",
    "created_at": "2017-05-25T13:29:29.356Z",
    "metadata": {
      "requestedAt": "2017-05-25T13:29:29.291Z",
      "requestedBy": {
        "type": "user",
        "id": "00000000-0000-0000-0000-000000000001"
      }
    },
    "policy_number": "35D33478FC",
    "package_name": "Funeral Cover: Main Member",
    "sum_assured": 3000300,
    "monthly_premium": 2740,
    "base_premium": 2131,
    "billing_frequency": "monthly",
    "billing_amount": 2740,
    "billing_day": 1,
    "beneficiaries": [
      {
        "beneficiaryId": "ad1f72bf-ec56-43c1-a65d-db53a1ed4ea0",
        "policyId": "6bf58d32-c7da-407e-93ab-83443623e689",
        "policyholderId": "5f3d26cc-4efa-4dc8-aea0-e0ce5f3083eb",
        "percentage": 100,
        "relationship": "policyholder"
      }
    ],
    "start_date": "2017-05-25T00:00:00.000Z",
    "end_date": "2021-05-25T13:29:29.317Z",
    "module": {
      "age": 27,
      "type": "root_funeral",
      "gender": "male",
      "cover_amount": 300000,
      "spouse_included": false,
      "children_included": false,
      "extended_family_included": false
    },
    "application_id": "932c4b97-d736-46ee-b02a-c56eed85ef76",
    "policyholder_id": "5f3d26cc-4efa-4dc8-aea0-e0ce5f3083eb",
    "scheme_type": "individual",
    "currency": "ZAR",
    "product_module_id": "1060d3fa-af06-49af-87a8-3e54af259799",
    "product_module_definition_id": "b63e8f43-ccc9-4a1c-8867-0643a05f9201",
    "charges": [],
    "claim_ids": [],
    "complaint_ids": [],
    "terms_uri": "http://api.rootplatform.com/v1/insurance/policies/6bf58d32-c7da-407e-93ab-83443623e689/terms/terms.pdf",
    "policy_id": "6bf58d32-c7da-407e-93ab-83443623e689",
    "requested_by": {
      "type": "user",
      "id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

`policy_not_taken_up`

Indicates that the policy was not taken up.

{
  "webhook_id": "a90f3702-7874-4a22-974e-0e1677c3d2dc",
  "environment": "sandbox",
  "event": {
    "type": "policy_not_taken_up",
    "created_at": "2023-05-22T10:15:33.916Z",
    "metadata": {
      "requested_at": "2023-05-22T10:15:33.892Z",
      "requested_by": {
        "type": "system"
      }
    },
    "terms_uri": "https://sandbox.rootplatform.com/v1/insurance/policies/12346c05-d137-4add-91ba-f1cf099d5fd7/terms/terms.pdf",
    "policy_id": "12346c05-d137-4add-91ba-f1cf099d5fd7",
    "requested_by": {
      "type": "system"
    }
  },

`policy_expired`

Indicates that the policy has expired.

	
{
  "webhook_id": "a90f3702-7874-4a22-974e-0e1677c3d2dc",
  "environment": "sandbox",
  "event": {
    "type": "policy_expired",
    "created_at": "2023-05-22T10:15:23.586Z",
    "metadata": {
      "requested_at": "2023-05-22T10:15:23.581Z",
      "requested_by": {
        "type": "system"
      }
    },
    "terms_uri": "https://sandbox.rootplatform.com/v1/insurance/policies/123a1436-3d24-49bc-ba45-aeb00cf12b7e/terms/terms.pdf",
    "policy_id": "123a1436-3d24-49bc-ba45-aeb00cf12b7e",
    "requested_by": {
      "type": "system"
    }
  },

`policy_lapse_failed`

Indicates that an attempt to lapse the policy failed.

{
  "event": {
    "type": "policy_lapse_failed",
    "created_at": "2017-05-25T14:01:29.733Z",
    "metadata": {
      "requestedAt": "2017-05-25T14:01:29.636Z",
      "requestedBy": {
        "type": "api_key",
        "id": "420df14d-b09d-4d89-84a8-8e3118c9ca23",
        "ownerId": "00000000-0000-0000-0000-000000000001"
      }
    },
    "failure_reason": "Reason for lapse failure",
    "policy_id": "2ec443c7-0dc5-4289-938f-fcb84874b334",
    "requested_by": {
      "type": "api_key",
      "id": "420df14d-b09d-4d89-84a8-8e3118c9ca23",
      "owner_id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

`policy_lapsed`

Indicates that the policy was lapsed.

{
  "event": {
    "type": "policy_lapsed",
    "created_at": "2017-05-25T14:01:29.733Z",
    "metadata": {
      "requestedAt": "2017-05-25T14:01:29.636Z",
      "requestedBy": {
        "type": "api_key",
        "id": "420df14d-b09d-4d89-84a8-8e3118c9ca23",
        "ownerId": "00000000-0000-0000-0000-000000000001"
      }
    },
    "terms_uri": "http://api.rootplatform.com:4000/v1/insurance/policies/2ec443c7-0dc5-4289-938f-fcb84874b334/terms/terms.pdf",
    "policy_id": "2ec443c7-0dc5-4289-938f-fcb84874b334",
    "requested_by": {
      "type": "api_key",
      "id": "420df14d-b09d-4d89-84a8-8e3118c9ca23",
      "owner_id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

`policy_billing_updated`

Indicates that the policy billing was updated.

{
  "event": {
    "type": "policy_billing_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`policy_beneficiaries_updated`

Indicates that the policy beneficiaries were updated

{
  "event": {
    "type": "policy_altered",
    "created_at": "2017-05-25T13:51:12.054Z",
    "metadata": {
      "requested_at": "2017-05-25T13:51:12.028Z",
      "requested_by": {
        "type": "user",
        "id": "00000000-0000-0000-0000-000000000001"
      }
    },
    "beneficiaries": [
      {
        "beneficiaryId": "8781cd6a-4bd3-43a7-a24f-1fbe4ef976ac",
        "policyId": "0b8abee8-d861-4cf7-abd1-81f10ac01bb3",
        "policyholderId": "5f3d26cc-4efa-4dc8-aea0-e0ce5f3083eb",
        "percentage": 100,
        "relationship": "policyholder",
        "paymentDetails": {
          "type": "eft",
          "details": {
            "bankName": "absa",
            "branchCode": "12345",
            "accountType": "savings_account",
            "accountNumber": "123456789"
          }
        }
      }
    ],
    "alteration": "beneficiaries_updated",
    "policy_id": "0b8abee8-d861-4cf7-abd1-81f10ac01bb3",
    "requested_by": {
      "type": "user",
      "id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

`policy_activated`

Indicates that the policy was activated.

{
  "event": {
    "type": "policy_activated",
    "created_at": "2017-05-25T14:04:13.057Z",
    "metadata": {
      "requestedAt": "2017-05-25T14:04:13.050Z",
      "requestedBy": {
        "type": "system"
      }
    },
    "terms_uri": "http://api.rootplatform.com:4000/v1/insurance/policies/4bf927ec-a162-4bfb-b91a-32907df562d7/terms/terms.pdf",
    "policy_id": "4bf927ec-a162-4bfb-b91a-32907df562d7",
    "requested_by": {
      "type": "system"
    }
  }
}

`policy_documents_updated`

Indicates that the policy documents were updated.

{
  "event": {
    "type": "policy_documents_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`policy_schedule_updated`

Indicates that the policy schedule was updated.

{
  "event": {
    "type": "policy_schedule_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "policy_schedule_uri": "http://app.rootplatform.com/v1/insurance/policies/e325c124-7305-11e7-94d6-c3b7b747a46e/scheduld.pdf"
  }
}

`policy_welcome_letter_updated`

Indicates that the policy welcome letter was updated.

{
  "event": {
    "type": "policy_welcome_letter_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`policy_terms_updated`

Indicates that policy terms were updated.

{
  "event": {
    "type": "policy_terms_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`policy_refund_requested`

Indicates that a policy refund was requested.

{
  "event": {
    "type": "policy_refund_requested",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`policy_updated`

Indicates that a policy was updated.

{
  "event": {
    "type": "policy_updated",
    "created_at": "2017-05-25T13:41:11.020Z",
    "metadata": {
      "requestedAt": "2017-05-25T13:41:11.004Z",
      "requestedBy": {
        "type": "user",
        "id": "00000000-0000-0000-0000-000000000001"
      }
    },
    "billing_day": 2,
    "terms_uri": "http://api.rootplatform.com:4000/v1/insurance/policies/6a011f43-6282-4959-b9d9-7727326ec0d3/terms/terms.pdf",
    "policy_id": "6a011f43-6282-4959-b9d9-7727326ec0d3",
    "requested_by": {
      "type": "user",
      "id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

`policy_cancel_failed`

Indicates that an attempt to cancel the policy failed.

{
  "event": {
    "type": "policy_cancel_failed",
    "created_at": "2017-05-25T14:01:29.733Z",
    "metadata": {
      "requestedAt": "2017-05-25T14:01:29.636Z",
      "requestedBy": {
        "type": "api_key",
        "id": "420df14d-b09d-4d89-84a8-8e3118c9ca23",
        "ownerId": "00000000-0000-0000-0000-000000000001"
      }
    },
    "failure_reason": "Reason for cancel failure",
    "policy_id": "2ec443c7-0dc5-4289-938f-fcb84874b334",
    "requested_by": {
      "type": "api_key",
      "id": "420df14d-b09d-4d89-84a8-8e3118c9ca23",
      "owner_id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

`policy_cancelled`

Indicates that a policy was cancelled.

{
  "event": {
    "type": "policy_cancelled",
    "created_at": "2017-05-25T13:31:41.166Z",
    "metadata": {
      "requestedAt": "2017-05-25T13:31:41.156Z",
      "requestedBy": {
        "type": "user",
        "id": "00000000-0000-0000-0000-000000000001"
      }
    },
    "reason": "Alternate product",
    "terms_uri": "http://api.rootplatform.com:4000/v1/insurance/policies/6bf58d32-c7da-407e-93ab-83443623e689/terms/terms.pdf",
    "policy_id": "6bf58d32-c7da-407e-93ab-83443623e689",
    "requested_by": {
      "type": "user",
      "id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

Policyholder events

`attachment_created`

Indicates that an attachment was created.

{
  "event": {
    "type": "attachment_created",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "file_name": "attachment",
    "file_type": "txt",
    "file_url": "http://someurl.com/attachment.txt",
    "description": "File containing attachment info"
  }
}

`text_note_created`

Indicates that a text note was created.

{
  "event": {
    "type": "text_note_created",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "text": "Some text here"
  }
}

`policyholder_flushed`

Indicates that a policyholder was flushed.

{
  "event": {
    "type": "policyholder_flushed",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`policyholder_policy_issued`

Indicates that a policy for a policyholder was flushed.

{
  "event": {
    "type": "policy_issued",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`policyholder_updated`

Indicates that a policyholder was updated.

{
  "event": {
    "type": "policyholder_updated",
    "created_at": "2017-05-25T13:58:52.285Z",
    "first_name": "Erlich",
    "last_name": "Bachman",
    "title": "Mr",
    "company_name": "Pied Piper",
    "email": "erlich@aviato.com",
    "cellphone": "+27763930254",
    "phone_other": null,
    "app_data": {
      "agreed_to_communication": true
    },
    "policyholder_id": "5f3d26cc-4efa-4dc8-aea0-e0ce5f3083eb",
    "requested_by": {
      "type": "user",
      "id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

`policyholder_created`

Indicates that a policyholder was created.

{
  "event": {
    "type": "policyholder_created",
    "entity_type": "individual",
    "created_at": "2022-08-10T14:19:42.773Z",
    "identification": {
      "type": "id",
      "number": "6802057494083",
      "country": "ZA"
    },
    "date_of_birth": "19680205",
    "gender": "male",
    "first_name": "elrich",
    "last_name": "aviato",
    "email": "ttttt@rootplatform.com",
    "cellphone": "+27663633835",
    "address": {
      "line_1": "2b wheelan street",
      "line_2": "rondabosch",
      "suburb": "Cape Town",
      "city": "Cape Town",
      "country": "SD",
      "area_code": "12121234"
    },
    "policyholder_id": "b0bee24b-7459-437b-95e5-6b73d05188af",
    "requested_by": {
      "type": "api_key",
      "id": "d1d9254e-491c-468d-aa26-969cfb2a7db4",
      "owner_id": "00000000-0000-0000-0000-000000000001"
    }
  }
}

Quote package events

`quote_package_created`

Indicates that a quote package was created.

{
  "event": {
    "type": "quote_package_created",
    "quote_package_id": "d222b1de-162f-4dc7-8205-8be189c50354",
    "package_name": "Funeral Cover: Main Member",
    "sum_assured": 2300000,
    "base_premium": 1634,
    "suggested_premium": 2100,
    "module": {
      "type": "root_funeral",
      "cover_amount": 2300000,
      "age": 27,
      "gender": "male",
      "spouse_included": false,
      "children_included": false,
      "extended_family_included": false
    },
    "created_at": "2017-05-25T14:03:22.358Z",
    "currency": "ZAR",
    "billing_frequency": "monthly"
  }
}

Scheduled data export events

`scheduled_data_export_resumed`

Indicates that a scheduled data export was resumed.

{
  "event": {
    "type": "scheduled_data_export_resumed",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`scheduled_data_export_paused`

Indicates that a scheduled data export was paused.

{
  "event": {
    "type": "scheduled_data_export_paused",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`scheduled_data_export_archived`

Indicates that a scheduled data export was archived.

{
  "event": {
    "type": "scheduled_data_export_archived",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`scheduled_data_export_updated`

Indicates that a scheduled data export was updated.

{
  "event": {
    "type": "scheduled_data_export_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "adapter": {
      "type": "sftp",
      "host": "localhost",
      "port": 22,
      "username": "erlich",
      "password": "topsecret"
    }
  }
}

`scheduled_data_export_created`

Indicates that a scheduled data export was created.

{
  "event": {
    "type": "scheduled_data_export_created",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    },
    "frequency": {
      "type": "daily"
    },
    "adapter": {
      "type": "sftp",
      "host": "localhost",
      "port": 22,
      "username": "erlich",
      "password": "topsecret"
    }
  }
}

Template events

`template_archived`

Indicates that a template was archived.

{
  "event": {
    "type": "template_archived",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`template_updated`

Indicates that a template was updated.

{
  "event": {
    "type": "template_updated",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}

`template_created`

Indicates that a template was created.

{
  "event": {
    "type": "template_created",
    "created_at": "2017-10-05T18:28:30+02:00",
    "requested_by": {
      "type": "system"
    }
  }
}