Root & Rise Build specification · August 2026
Internal Companion to “Beyond the Reward Hub”

Product & engineering · v1 scope

Root & Rise

The strategy, extracted for development

Six layers built around one advantage a wallet-only competitor cannot copy: the operator can lend — so good behaviour buys cheaper, faster credit, not just bigger discounts.

North star

Engagement — DAU/MAU stickiness, weekly. Retention is downstream of sustained daily engagement.

The guardrail

Extrinsic rewards spike in month one and fade by month three. The mercenary test watches Daily Habits and Moments engagement against Trust Score movement, same cohort — engagement up, Trust Score flat is reward-chasing, not habit formation. Instrument both series from day one.

Fixed points

Two separate two-hour holds · Rs. 25,000 a day at Level 0 · four phases over eighteen months.

Design principles

01  Credit is the currency, not just coupons.

05  A purpose bigger than discounts.

02  Reward the moment, not the month.

06  Design for redemption, not breakage.

03  Keep the base layer boringly simple.

07  Reward the KYC upgrade itself.

04  Fund it with partners wherever possible.

08  Make daily engagement free, never compulsory spending.

Architecture

Six layers, ordered by how often each one gives a customer a reason to open the app. The top three carry engagement; the bottom three carry meaning.

Daily Habits Moments Foundation Trust Score Marketplace Onramp once periodic weekly per transaction daily
Position ranks cadence, not reward value. Daily Habits is the only layer that rewards showing up rather than transacting.
Layer What it is Who funds it
Daily Habits Streaks, fraud and literacy quizzes, light puzzles — all free actions. Cheapest layer; small non-cash points redeemed into the partner marketplace.
Moments Instant transaction-triggered mini-reward, max once a day. Fixed marketing budget, capped like a CAC allocation.
Foundation Automatic real-time cashback, no ledger. The default experience. The bank's own margin, deliberately modest.
Trust Score Weekly score from volume, bill punctuality, savings. Unlocks approval speed, limits, pricing. Self-funding through reduced cost-of-risk; needs credit-model integration.
Marketplace & Purpose Voucher marketplace plus the purpose track — literacy, small business, community. Merchant and brand partners paying for visibility.
Onramp One-time bonus for biometrics and clearing Level 0. Fixed one-time cost — budget as acquisition.

Deposit angle

ADB gating on Root and Harvest is a funding source, not a cost — low-cost retail funding measured in basis points off blended cost of funds. Track it with Treasury, not Product alone.

Tier ladder

Illustrative. Names and thresholds are workshop material; the layering is what to protect.

Tier Qualifying behaviour Foundation Trust Score unlock
Seed Account opened, first three transactions Welcome cashback credit Baseline established
Sprout Regular monthly transacting Elevated cashback, two to three types Score visible; first pre-qualification signal
Root Sustained 3 months+, on-time bills Marketplace unlocked Faster approval; modest limit increase
Harvest High consistent activity + savings held Priority support; higher Moments rate Preferential loan pricing
Legacy Top-decile 12 months+, or purpose milestones Full marketplace and purpose benefits Best available pricing and limits

Daily Habits

0 4 8 12 1 3 5 7 10 Day 1 Day 7 Day 14 Day 21 Day 30 + tier credit
Points earned per day: one baseline plus a weekly milestone bonus. Trigger is a free check-in — app open plus a tap — never a transaction.

Requirements

One free streak freeze per calendar month — a missed day must not reset progress. No notification shaming a broken streak; one neutral reminder is fine, guilt-based copy is not.

Quizzes

Two to three questions a session, rotating, one to two points per correct answer, explanation after every answer. Starter bank: OTP over a call (no), prize fees via QR (no), MPIN to an agent (no), checking the merchant name before scanning (yes). Track completion against fraud-dispute rates by cohort — if it holds, report the layer to Risk and Finance as partly self-funding.

Games

Phase 4 only, tied to the purpose narrative — after the habit loop is proven.

Regulatory constraints

Confirmed, not theoretical. Each one changes what the UX is allowed to imply.

Cooldown A
2 h · funds received

Cash-outs, online purchases and top-ups against newly received wallet funds are held. A Moments reward is funds received: credit it visibly and instantly, but say it becomes spendable after the standard window.

Cooldown B
2 h · all debits

Triggered by registration, new-device registration, email or MPIN change. If the Onramp flow registers a device, expect a blanket freeze straight after — celebrate the bonus, sequence the messaging.

Level 0
Rs. 25,000 / day

Confirmed against the source terms — and the reason the Onramp bonus exists: a Level 0 customer is capped out of the program until they clear it.

Liability
IFRS 15

Outstanding Points × (1 − Breakage Rate) × Cost Per Point. Model Daily Habits separately from Moments; one blended breakage rate misstates it. Finance and Audit sign-off before launch.

Shariah
if applicable

Frame rewards as hiba tied to real transactions, never a promised return. Chance mechanics work where the entry is a transaction happening anyway. Named board sign-off on the mechanic, not the copy.

Roadmap

Phase 1 Phase 2 Phase 3 Phase 4 Onramp · streaks · Foundation cashback · Seed–Root ladder Trust Score piloted · quiz library Moments · first partners Purpose track · puzzles · marketplace scaled · Shariah variant 0 3 6 9 12 15 18 mo
Phase 1 ships on existing transaction data, independent of the Trust Score work; Phases 2 and 3 overlap deliberately.

Metrics, risks, scope

Engagement

DAU/MAU weekly (north star, a churn signal two to three months early) · streak completion at day 7/14/30 · quiz completion and accuracy · session frequency by cohort, since one ratio can hide a power-user core.

Durability

The mercenary test · Trust Score to repayment and default correlation against a control · retention delta split by Daily-Habits-led versus Trust-Score-led engagement.

Economics

Redemption rate sustained and rising, never minimised as a saving · partner-funded share of reward value rising · points liability per layer, quarterly with Finance.

Risks

Becoming a discount clone — protect Trust Score as a funded workstream from day one · compliance and Shariah in mechanic design, not marketing review · joint Finance and Audit liability model before launch · pilot Trust Score pricing with a controlled cohort · redemption reliability and support as core KPIs · Phase 1 ships on existing data so one big-bang release can't stall time-to-market.

Out of scope

Games (Phase 4) · the full Shariah variant (Phase 4, sign-off first) · a quantified financial model, which needs the MFB's real cost-of-funds and adoption inputs rather than invented placeholders · exact tier thresholds above Level 0, from the live Schedule of Charges.

Onramp, foundation cashback, credit-linked trust score, instant moments, free daily habits, partner-funded purpose. The names are workshop material; the layering is the part worth protecting.