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’ve introduced new features to improve flexibility and customisation:

• Insights enabled for all clients: We’ve rolled out Insights to all clients, making analytics dashboards available for business users on the Root dashboard. Read the Help Centre guide to get set up.
• Edit policyholders in the Embed flow: You can now edit policyholder details directly within Embed | Management, making it easier to update information without leaving the context of the policy.
• Update policyholder identification: You can now update a policyholder’s identification details directly from the Root Dashboard or Embed | Management. This makes it easier to keep customer information accurate and up to date.

Platform Enhancements

• Performance Enhancements

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

  • Improved monitoring for queue failures: We’ve added a log group to the Firehose queue monitoring stream, providing better visibility into delivery failures and helping us diagnose issues more effectively.
  • Faster frontend test generation: We’ve added a custom Playwright recorder to streamline frontend test creation using AI, helping us ship features faster without compromising test coverage.
  • Athena workgroup configuration: We’ve set default S3 output locations for all Athena workgroups to support smoother data access and integration with Explo.
  • Improved Lambda error visibility: We’ve added extra logging to surface stack traces when Lambda errors occur, making it easier to troubleshoot issues.
  • Improved document validation on rp push: We’ve extended the rp push validation step to ensure all documents can be rendered successfully, preventing common errors like “document is too large” before they reach production.
  • Improved error handling for document generation via CLI: We’ve extended error handling on the CLI document generation endpoint to catch large file errors more accurately. This ensures appropriate response codes are returned and avoids triggering unnecessary alerts.
  • Intelligent worker scaling: Platform asynchronous task queue processing now scales dynamically based on queue depth in addition to resource usage. This improves processing efficiency and ensures better responsiveness under varying workloads.

• Billing Enhancements

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

  • Reduced false duplicate payment alerts: Imported payments no longer trigger duplicate payment alerts incorrectly. We’ve updated the alert logic to exclude imported payments from evaluation, preventing unnecessary alerts and improving accuracy.
  • Improved missing premium debit alerts: We’ve refined the alert logic to exclude final premium and final pro-rata entries, reducing noise and improving relevance. The logic has also been refactored to enhance safety and maintainability.
  • Sandbox support for Nedbank batch submissions: Root can now submit Nedbank debit order batches in the Sandbox environment, making it easier to test and validate billing flows before going live.
  • Enhanced billing run logic and test module handling: We’ve also introduced a new check to exclude known test modules from payment batch submissions to ensure only valid policies are processed and allow for easier testing.
  • Improved reliability of payment batch uploads: Payment batch files are now uploaded to both the outbox and archive in parallel. This ensures an archived copy is preserved even if submission fails. We’ve also added performance optimisations to the batch submission process.
  • Improved NTU evaluation for failed payments: We’ve updated the NTU evaluation logic to include failed payments made on a policy’s start date. This ensures more accurate handling of policies that should not proceed due to payment issues.

Bug fixes

We’ve addressed key issues to improve system reliability:

• Handlebars now compile in test email subjects: We’ve fixed an issue where handlebars in the subject line of test emails weren’t being compiled. Test emails now render dynamic content as expected.

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.