Data management overview
Access your organisation's data on Root for reporting and business intelligence
Overview
Comprehensive, flexible access to data is key to any insurance business. Root provides two data management tools that enable you to build and automate regulatory, sales and financial reporting, create bespoke performance dashboards, generate customer insights, and complete business intelligence (BI) workflows.
Data Adapter
Root’s Data Adapter provides comprehensive, SQL-like access to you organisation's data on Root for Business Intelligence (BI) and engineering teams. This means you can use analytics and data processing tools like Power BI, Google Looker, Tableau and Qlik, to flexibly access, retrieve and interpret your insurance data.
Read more about the Data Adapter in the Data Adapter overview guide.
Data exports
Data exports allow you to directly export selected data from the Root platform. You can download data on demand or schedule regular exports. Scheduled exports can be run on a daily, weekly or monthly basis and can drop files to an SFTP, HTTPS or S3 server. These files can then be consumed by client-side systems.
If you are using the Custom payments integration, payments data will be delivered using data exports.
Read more about our data export tooling in the Data exports guide.
Comparison
| Data Adapter | Data exports | |
|---|---|---|
| Interface | SQL-like access via Amazon Athena. Requires SQL knowledge | Export templates defined using handlebars and JSON paths. No SQL knowledge required |
| Integrations | Native integrations with third-party tools like Tableau or Power BI | Drops CSV files to a server (can also be downloaded on demand) |
| Combining data sources / tables | Allows different data sources to be combined using SQL-like syntax | Data sources cannot be combined in the tool |
| Schedules | No native schedule support | You can define regular daily, monthly or yearly export schedules |
| Data access | Comprehensive access to your organisation's data on Root | Limited to a defined set of the most useful data sources |
| "Push" or "pull" | Client "pulls" data from Athena | Root "pushes" data to client server (you can also "pull" data via manual download) |
Updated 8 months ago