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Root Insurance

Root Insurance Policyholders API

The Policyholders API from Root Insurance — 7 operation(s) for policyholders.

Documentation Provider Profile APIs.io OpenAPI GitHub

Root Insurance Policyholders API is one of 19 APIs that Root Insurance publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Policyholders. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, and authentication docs.

This API exposes 13 operations across 7 paths, and defines 19 schemas. It is described by OpenAPI 3.2.0, at version 1.0.1.

Requests are made against 4 base URLs: https://sandbox.uk.rootplatform.com/v1/insurance, https://api.uk.rootplatform.com/v1/insurance, https://sandbox.rootplatform.com/v1/insurance, https://api.rootplatform.com/v1/insurance.

13 operations 7 paths 19 schemas 7 GET1 PATCH4 POST1 PUT

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
1.0.1
Base URL
https://api.rootplatform.com/
Authentication
HTTP Basic
Contact
Root support team
Terms of Service
View terms
Resource Areas
1

Authentication & Security 1

Root Insurance Policyholders API declares 1 security scheme for authenticating requests. It accepts HTTP basic authentication (basicAuth). By default, every request must be authenticated.

Paths & Operations 13

Across 7 paths, the API surfaces 13 operations — 7 GET, 1 PATCH, 4 POST, 1 PUT. Each is listed below with its method, path, parameters, and response codes.

Policyholders 13
POST
/policyholders
Create a policyholder
create-policyholder body → 200
GET
/policyholders
List all policyholders
fetch-policyholders 4 params → 200
PUT
/policyholders
Upsert a policyholder
upsert-policyholder body → 200
GET
/policyholders/{policyholder_id}
Retrieve a policyholder
retrieve-policyholder 2 params → 200
PATCH
/policyholders/{policyholder_id}
Update a policyholder
update-policyholder 1 param body → 200
GET
/policyholders/{policyholder_id}/applications
List policyholder's applications
fetch-policyholders-applications 3 params → 200
GET
/policyholders/{policyholder_id}/attachments
List attachments
retrieve-policyholder-attachments 3 params → 200
POST
/policyholders/{policyholder_id}/attachments
Create an attachment
policyholder-create-attachment 1 param body → 200
GET
/policyholders/{policyholder_id}/notes
List notes
fetch-policyholder-notes 3 params → 200
POST
/policyholders/{policyholder_id}/notes
Add a note
policyholder-add-note 1 param body → 200
GET
/policyholders/{policyholder_id}/payment-methods
List policyholder payment methods
fetch-policyholder-payment-methods 3 params → 200
POST
/policyholders/{policyholder_id}/payment-methods
Create payment method
create-policyholder-payment-method 1 param body → 200
GET
/policyholders/{policyholder_id}/policies
List policyholder's policies
fetch-policyholders-policies 3 params → 200

Schemas 19

The contract defines 19 schemas that model the data the API accepts and returns. The most detailed are policy (41 properties), application (27 properties), policyholder (26 properties), policyholder-request (20 properties). Each schema is shown below with its type and property counts.

policyholder
object
26 properties 9 required
quote-package
object
Quote packages are designed to be low-fidelity and fast to generate, and are used to generate and display new quotes rapidly on a customer-facing front-end. Th…
12 properties 10 required
attachment
object
7 properties 6 required
policies
array
beneficiary-relationship
string
The beneficiary's relationship to the policyholder.
policy-status
string
The policy status. See the [managing policies](https://docs.rootplatform.com/docs/policy-administrationpolicy-lifecycle) guide for more details on the policy l…
policy
object
Policies are issued from applications, and represent binding insurance agreements. Parameters stored on the policy can be referenced in custom notifications, p…
41 properties 28 required
cellphone
objectnull
null and "" allowed. Object containing the cellphone number in national format, and the corresponding alpha 2 country code.
2 properties 2 required
applications
array
payment-charge-type
string
Variable charges are applied as a proportion of the total payment amount. Fixed charges are applied as an absolute currency value in cents. The balance is the…
payment-method
object
18 properties 5 required
beneficiaries
array
null is allowed. An array of beneficiaries. If null, the default beneficiary may be the policyholder if enabled in the product module settings. Some product mo…
note
object
2 properties 2 required
payment-details
object
Details of the account into which the payout should be made.
2 properties 2 required
policyholders
array
application
object
An application represents a "draft" policy, with all information captured and validated. Applications persist on Root (they do not expire), and can be reviewed…
27 properties 12 required
bank-name
string
The name of the bank
cellphone-string
stringnull
null and "" allowed. String containing the cellphone number in international format.
policyholder-request
object
20 properties 5 required

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

root-policyholders-api-openapi.yml Raw ↑

Other APIs Root Insurance publishes across the network.

Root Bind API
AE Profile APIs.io
Root Insurance Applications API
AE Profile APIs.io
Root Insurance Calls API
AE Profile APIs.io
Root Insurance Claims API
AE Profile APIs.io
Root Insurance Complaints API
AE Profile APIs.io
Root Insurance Data exports API
AE Profile APIs.io
Root Insurance Data stores API
AE Profile APIs.io
Root Insurance Embed API
AE Profile APIs.io
Root Insurance Files API
AE Profile APIs.io
Root Insurance Leads API
AE Profile APIs.io
Root Insurance Notifications API
AE Profile APIs.io
Root Insurance Payment Methods API
AE Profile APIs.io
#Policyholders
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API Details
ID
root:root-policyholders-api
Base URL
https://api.rootplatform.com/
Docs
https://docs.rootplatform.com/docs/overview
Provider
Root Insurance
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