Root & Rise · build spec v1 scope · August 2026
Internal briefing pack Companion to “Beyond the Reward Hub”

Root & Rise

The strategy, extracted for development

Six layers · 4 phases
18 months

One advantage a wallet-only competitor cannot copy: the operator can lend — good behaviour buys cheaper, faster credit, not just bigger discounts.

North star

DAU/MAU

weekly stickiness — churn signal 2–3 months early

Hard constraint

2 h × 2

separate funds-received and security holds

Why Onramp exists

Rs. 25k

per day at Level 0 — confirmed cap

The one guardrail — the mercenary test

Extrinsic rewards spike in month one and fade by month three. Watch one pair of series, same cohort: Daily Habits and Moments engagement against Trust Score movement. Engagement up, Trust Score flat is reward-chasing, not habit formation — instrument both from day one.

01 · 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  Daily engagement free, never compulsory spending

02 · Architecture — six layers by trigger frequency

Daily Habits Moments Foundation Trust Score Marketplace Onramp daily · free action per transaction every transaction weekly recalculation periodic once, at KYC upgrade
Bar length ranks cadence, not reward value. The top three carry engagement; the bottom three carry meaning.

Daily Habits

Streaks, fraud and literacy quizzes, light puzzles — all free actions.

Cheapest layer; 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 via reduced cost-of-risk; needs credit-model integration.

Marketplace & Purpose

Vouchers 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.

03 · Tier ladder — illustrative

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

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

04 · Daily Habits — build spec

0 4 8 12 1 3 5 7 10 Day 1 Day 7 Day 14 Day 21 Day 30 + tier credit 1 baseline point + weekly milestone bonus

Requirement
One free streak freeze a month — a missed day must not reset progress.

Requirement
No shaming a broken streak. One neutral reminder is fine; guilt-based copy is not.

Quiz starter bank — 2–3 questions a session, explanation after every answer Answer
A caller from “your bank” asks you to read out the OTP you just received No — never over a call
A prize message asks for a small fee via QR code to claim it No — prizes never charge
An agent asks for your MPIN to complete a transaction for you No — agents never need it
Check the displayed name matches the merchant before scanning their QR Yes — QR swaps are real

Track: quiz completion against fraud-dispute rates by cohort — if it holds, report the layer as partly self-funding. Games: Phase 4 only, tied to the purpose narrative.

05 · Regulatory constraints — confirmed

Constraint What it means for the build
Cooldown A
2 h · funds received
Cash-outs, purchases and top-ups against newly received wallet funds are held. A Moments reward is funds received: credit it instantly and visibly, 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 ceiling
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.
Points liability
IFRS 15
Outstanding Points × (1 − Breakage Rate) × Cost Per Point. Model Daily Habits separately from Moments; one blended rate misstates it. Finance and Audit sign-off before launch.
Shariah framing
if applicable
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.

06 · Roadmap

Phase 1 Phase 2 Phase 3 Phase 4 Onramp · streaks · Foundation cashback · Seed–Root ladder Trust Score piloted · quiz library Moments · first 3–5 partners Purpose track · puzzles · marketplace scaled · Shariah variant 0 3 6 9 12 15 18 mo
Phase 1 ships on existing transaction data; Phases 2 and 3 overlap deliberately.

07 · Metrics, risks, scope

Engagement

DAU/MAU weekly · streak completion at day 7/14/30 · quiz completion and accuracy · session frequency by cohort.

Durability

The mercenary test · Trust Score to repayment correlation against a control · retention delta by engagement type.

Economics

Redemption rate rising, never minimised · partner-funded share rising · liability per layer, quarterly with Finance.

Risk Mitigation
Becomes a discount-only clone during build Trust Score as a funded, tracked workstream from day one
Regulatory or Shariah non-compliance in structuring Compliance and the board in mechanic design, not marketing review
Liability understated — audit finding Joint Finance and Audit model reviewed before launch
Loan margin cannibalised by generous Trust Score pricing Controlled-cohort pilot; risk-model validation as a launch gate
Execution quality undermines a sound design Redemption reliability and support responsiveness as core KPIs
One big-bang release delays time-to-market Phase 1 ships on existing data, independent of Trust Score

Out of scope for v1: games and puzzle mechanics (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.