Configuration options

Basic settings (required)

Name	Value	Description
customerId	string	Your unique customer ID from Insurely (required)
configName	string	The name of your specific configuration (required)
language	en \| sv \| da \| fr \| et	Choose the language for the interface (optional)
dataAggregation	Advanced settings	Additional options for tracking and references (see below)

Advanced tracking settings

These settings help you track and organize data collections:

Setting	Type	Description
referenceId	string (max 50 characters)	A unique reference number or code to identify this collection (letters, numbers, @, _, and - only)
advisorHandle	string	Links this collection to a specific advisor in your dashboard

Information you can pre-fill

You can pre-fill these types of information:

Category	Type	Description
customer	Customer object	See table below
user	User object	See table below
dataAggregation	Data aggregation object	See table below

Customer contact information

Field	Type	Description
email	Email address	Customer's email address (must be valid format)
phoneNumber	Phone number	Customer's phone number (must be valid format)

User personal details

Field	Type	Description
swedishPersonalNumber	Personal number	Swedish personal number in format YYYYMMDDXXXX
estonianPersonalNumber	Personal number	Estonian personal number (must be valid format)
estonianPhoneNumber	Phone number	Estonian phone number (must be valid format)
norwegianPersonalNumber	Personal number	Norwegian personal number (must be valid format)
norwegianPhoneNumber	Phone number	Norwegian phone number (must be valid format)
username	Username or email	Login username or email (format depends on the insurance company)

Data aggregation prefill

Field	Type	Description
company	Company code	Pre-select an insurance company to skip the company selection step. Use format like se-xxxx, no-xxxx. You can find all available company codes in the module's status information.
companies	Array of company codes	Pre-select multiple insurance companies on the company selection step. Use format like se-xxxx, no-xxxx. You can find all available company codes in the module's status information.

Complete example

Here's an example showing all the settings together:

<script
  type="text/javascript"
  src="https://blocks.test.insurely.com/assets/mobile-bootstrap.js"
></script>
<script async>
  window.insurely = {
    config: {
      customerId: 'b823aa0f-0357-4f24-8506-3575dexample',
      configName: 'insurely-se-blocks-test-example',
      language: 'en',
      dataAggregation: {
        referenceId: '0000000-test',
      },
    },
    prefill: {
      user: {
        swedishPersonalNumber: '200001020000',
        username: 'testusername',
        email: 'test@test.se',
      },
    },
  };
</script>

Track what happens in the interface (optional)

The Insurely interface can send you updates about what's happening during the data collection process. This is useful if you want to:

Show progress indicators to your customers
Track when collections start or complete
Handle specific events (like when a user closes the interface)

Note: This feature is for developers. If you're not comfortable with code, you can skip this step.

Event name	Value	Description
WAITING_FOR_INITIALIZATION		The module is waiting for initialization from bootstrap script
APP_LOADED		When the module and all its content is loaded
APP_CENTER		Scroll user to correct position when changing view (handled in bootstrap script)
PAGE_VIEW	Name of current page	Sent on each page navigation. This is subject to change and we do not recommend to rely on this for tracking/analytic purposes
APP_CLOSE		When user clicks on 'close'-icon on the results page. It sends the user back to start. But could be used to close the module if used in a webview context in an mobile app
SELECTED_AUTHENTICATION_METHOD	Authentication method	When the user has selected an authentication method
COLLECTION_ID		Will be sent right after the collection has started
RESULTS	Array of collected data	The format of the data is dependent on the backendAPI version that is used.
RESULTS_SELECTED_ITEM	Id of the selected insurance item	Only for insurance.
COLLECTION_STATUS		All statuses in the data collection. The format of the data is dependent on the backendAPI version that is used.
OPEN_SWEDISH_BANKID	Object containing url and autostartToken	Request to open the swedish BankID app

To test the events (for developers):

Add this code to your browser's developer console to see what events are being sent:

window.addEventListener('message', ({ data }) => {
  console.groupCollapsed(`${data.origin}: ${data.name}`);
  console.log('Origin: ', data.origin);
  console.log('Name: ', data.name);
  console.log('Value: ', data.value);
  console.groupEnd();
});

Important note: The data format for the RESULT and COLLECTION_STATUS events is dependent on the backendAPI version that is used. This means that upgrading to a newer version of the backendAPI can change the format of the data.

Understand collection statuses

When a customer starts collecting their insurance data, the process goes through different stages. Here are the possible statuses you might see:

Status	Description
RUNNING	The collection process has started and is actively running
LOGIN	Process is waiting for the user to provide login credentials
TWO_FACTOR_PENDING	Process is waiting for the user to complete two-factor authentication
COLLECTING	Actively gathering insurance data from the provider
COMPLETED_PARTIAL	Collection finished but only retrieved partial data (some data might be missing)
COMPLETED	Collection successfully finished with all expected data retrieved
COMPLETED_EMPTY	Collection finished successfully but no insurance data was found
USER_INPUT	Process is waiting for additional input from the user
FAILED	Collection process encountered an error and could not complete
WAITING_FOR_AUTHENTICATION	Process failed due to two-factor authentication timeout
CUSTOMER_ENROLLMENT_REQUIRED	User needs to enroll or register with the insurance provider before collection can proceed
INCORRECT_CREDENTIALS	The provided login credentials were invalid or incorrect

Receive the collected data (optional)

If you have a data processing agreement (DPA) with Insurely, you can receive the actual insurance data that was collected. This allows you to:

Store the data in your own system
Process it for your own analysis
Use it in your applications

Note: This feature requires a special agreement with Insurely and is only available to approved partners.

window.addEventListener('message', ({ event }) => {
  const { data } = event;

  if (data.name === 'RESULTS') {
    console.log('Collection data:', data.value);
    // Handle the collected data
  }
});

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