We’re committed to keeping you fully up to speed with all of the features, enhancements and fixes we ship at Root. Here are all of the updates and improvements we shipped over the last month 🛠️

Features

We’re working on new features to expand what you can do on Root:

• Visibility into user login and password activity: We’re working on new functionality to help you monitor user access and security more effectively. The users table will soon display the date of each user’s last login and most recent password change, and users can now be included as a data source in data exports. These updates are still in development and will be available to users with the appropriate permissions soon.
• Build AI prompts for claims processing: We’ve been testing a new AI-powered feature that allows you to create custom prompts to help your agents process claims more efficiently. For example, you can design a prompt to suggest a recommended outcome on a claim based on the documents submitted, using your own business rules and decision criteria. This feature is currently being piloted internally, with plans to expand to beta clients in the coming weeks.
• Tag users in notes via API key: In addition to tagging users manually on Dashboard, it’s now possible to tag users in notes via an API key. This enables automated workflows. For example, triggering a note and tagging a specific user when a certain event occurs. Tagged users will receive notifications directly in the relevant claim or policy, helping streamline collaboration and reduce manual follow-up. Read the docs.
• Comprehensive activity log in the policyholder view: The activity log in the policyholder view will soon include a complete history of events across all related policies, claims, and complaints, making it easier to track everything that’s happened for a policyholder in one place.

Platform Enhancements

• Performance Enhancements

  We’ve introduced enhancements to improve stability, efficiency, and visibility across Root:

  • Improved app data display in policy details view: App data now makes use of the improved module data display.
  • Improvements to large file imports: We’ve made a number of updates to improve the reliability and clarity of large data imports. Large CSV files are now automatically split into batches for validation and processing to reduce timeouts, and the platform provides clearer messaging about expected processing times and upload size limits.

• Billing Enhancements

  We’ve made several improvements to increase reliability, accuracy, and automation across Root’s billing processes.

  • Support for OM Bank: OM Bank Limited has been added to the list of recognised customer banks on the platform, allowing you to collect premiums from policyholders who bank with OMBank. Read the docs.
  • Ongoing optimisation of payment processing: We’ve made several improvements to streamline payment processing across debit orders, external payment jobs, and payment alerts. These updates reduce duplication, improve query efficiency, and support higher throughput, ensuring faster, more reliable payment handling across the platform.
  • Updated payment batching: We’ve updated how payment batching works by allowing payment methods to be assigned directly to the relevant billing configuration. This streamlines processing and helps ensure collections are handled more efficiently.
  • Ongoing improvements to Stripe collection module template: We’re making structural updates to our Stripe collection module template to improve maintainability and support newer Stripe functionality. This work is still in progress and aims to make future customisation and setup smoother for teams building on Stripe.
  • Ongoing work on the new policy ledger: We’re continuing to make behind-the-scenes progress on the new policy ledger, with improvements across platform logic and UI components. This work remains in development and is not yet available for client use.

• Bug fixes

  We’ve addressed key issues to improve system reliability:

  • Fixed loading indicator in policy view: The loading indicator has been updated to the correct dataset for the Payments component, improving load times and overall performance when viewing a policy.
  • Payment method bug fixes: Several updates were made to improve the stability and accuracy of payment method handling across the platform:
    • Fixed an issue that prevented selecting an existing payment method on a policy when the applications feature was disabled.
    • Enforced a character limit on the UniqueId field in payment verification requests to align with updated provider requirements.
    • Resolved a bug that could assign the wrong billing configuration when switching between policies or product modules.
  • Infer date of birth and gender on policyholder update: When updating a policyholder's South African identification number, the platform now correctly infers the date of birth and gender.
  • Fix currency display across product module data views: The module data display now consistently shows the correct currency by requiring the currency property in all views, not just the policy view. This ensures currency is accurately represented throughout the platform.
  • Prevent 500 error on application and policy creation when including a user group: Fixed an issue where a validation error during application or policy creation caused an unhandled error and a 500 response. Now, validation failures provide meaningful error messages without disrupting your workflow when assigning user groups.

If you have any suggestions or feedback, please share them with your Client Success Manager or submit them via the Root product roadmap to make sure we always know what’s top of mind for you.