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:

• Configurable NTU payment threshold: Product modules now support a configurable setting that determines how many failed payments should trigger the Not Taken Up (NTU) status. This provides greater flexibility compared to the previous fixed threshold. Read the docs.
• AI OCR and embeddings for claims attachments: We’re currently building and testing a new AI-powered feature that extracts text from documents uploaded for claims using OCR, then embeds the data into a dedicated vector store for natural language search. This will allow users to ask questions about a specific claim’s documents. If you’re interested in becoming an early user of this feature, please get in touch.

Platform Enhancements

• Performance Enhancements

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

  • Flattened product module cleanup completed: All remaining references to the flattened PM versioning flag have been removed, platform lookups and scheduled functions have been refactored to drop legacy logic, and the policy repository now correctly includes flattened definitions when requested. This streamlines platform behaviour and improves consistency.
  • Improved retry logic and logging for Nip server errors: Failed Nip server requests now log their status codes, and retry delays have been adjusted to reduce rate limit errors and improve reliability.
  • Enforce ES2018 syntax during rp push: The rp push command now checks for ES2019+ syntax and throws an error if detected, helping to prevent incompatible code from being deployed.
  • Shorter network path for policy module execution: Policy module executions now use a private VPC Endpoint instead of a public network route, reducing latency.
  • Workbench updated to version 1.4.17: Version 1.4.17 includes performance improvements to support a smoother experience.

• Billing Enhancements

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

  • Ongoing improvements to debit processing: We’ve made backend changes to improve how the platform handles debit premiums and debit order payments. Recent updates include streamlining queries, reducing unnecessary checks, and introducing a queue-based approach to increase concurrency during debit order processing. These changes lay the groundwork for more stable and scalable performance as we continue to monitor and refine the workflows.
  • Merged batching and submission for DebiCheck mandates: The batching and submission of DebiCheck mandates have been combined into a single job that now runs every 30 minutes for faster turnaround.
  • NTU job refinements: We’ve removed deprecated logic from the lapse and NTU jobs to reduce complexity and improve maintainability.
  • Removed alert for unverified payment methods: The system no longer generates alerts for unverified payment methods, eliminating false positives and reducing manual checks.
  • Import reliability improvements: We’ve made several fixes to improve the accuracy and resilience of imports. These include better validation of payment methods and configuration keys, more accurate ledger entry dates, and new checks that flag imported policies triggering NTU for manual review.
  • Faster response file processing for payments: Response file checks for both Nedbank and Vision have been increased to every 30 minutes, significantly improving the responsiveness of payment processing and updates.
  • Ongoing development of the new policy ledger: Work continues on the new policy ledger, which will introduce improved workflows for manual collections, refunds, ad hoc coupons, and payment holidays. These updates include UI enhancements, naming consistency, and better handling of complex payment scenarios. The new ledger is still in development and not yet available.

• Bug fixes

  We’ve addressed key issues to improve system reliability:

  • False missing payment alerts resolved: Fixed an issue that caused missed payment alerts to appear incorrectly.
  • Mandate resubmission bug fixed: A bug preventing mandate resubmissions during billing runs has been resolved.
  • Fix read permission issues in policy detail view: Permission checks for complaints, claims, refunds, and beneficiaries have been improved. UI actions like “Open claim” now reflect API permissions, ensuring only authorised users can take action.
  • Fix broken dashboard links on invoke: Resolved an issue where dashboard links created with rp invoke included a double https\://, ensuring links are now correctly formatted and functional.
  • Fixed payment method config selection in batching: Corrected an issue where the wrong payment method config was selected during batch processing. Payments will now use the appropriate configuration consistently.

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.