Events

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": "[email protected]",
      "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": "[email protected]",
      "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": "[email protected]",
      "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": "[email protected]",
    "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": "[email protected]",
    "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"
    }
  }
}