Case Study
RapidRatings: HealthMark to CreditSafe in 4 Months
Roko Labs replaced RapidRatings' HealthMark product with a CreditSafe-powered supplier risk monitoring platform in four months. The new system unified FHR, HealthMark, Outreach, and CreditSafe data into one interface, with real-time monitoring and a usage-based credit pricing model.
Client
Industry
Project Duration
4 months
The Challenge
HealthMark was built as a lightweight alternative to enterprise risk assessment tools. Over time it could no longer compete. Limited data depth, inconsistent coverage, and accuracy gaps eroded client confidence, and the underlying data providers could not deliver what enterprise risk teams now expect: richer financial data, broader global coverage, and actionable risk signals.
RapidRatings' broader platform had also grown fragmented. Unified search and supplier management depended on three loosely integrated data sources: FHR, HealthMark, and Outreach. Migrating to CreditSafe meant rebuilding the platform on a credit-based, usage-based pricing model without disrupting existing HealthMark users.
The Vision
The goal was not a data-provider swap. RapidRatings needed a platform that combined CreditSafe data with internal datasets into one analyst interface, supported real-time supplier monitoring across portfolios, and made credit consumption transparent at every action.
The migration had to be invisible to existing HealthMark users. Unified search and supplier views had to operate against both legacy and new data sources during transition, then shift fully to CreditSafe once parity was confirmed..
The Approach: Platform Rebuild and Product Redesign
Roko Labs ran the engagement as a combined platform rebuild and product redesign on a four-month timeline. The work landed in six workstreams running in parallel.
Discovery and System Mapping
We mapped RapidRatings' existing architecture and risk data flows. The map identified every place CreditSafe needed to plug in and produced the unification plan for FHR, HealthMark, Outreach, and CreditSafe on a single platform.
Unified Search and Data Integration
Unified search was extended to include CreditSafe as a fourth data source. Results merge into one ranked list, are labeled by source, and can be filtered dynamically. One entry point now searches all four datasets.
Product and UX Expansion
New surfaces shipped: CreditSafe profile pages, portfolio dashboards, and portfolio management tools. The experience moved from static lookup to active monitoring. Analysts can now go from a single-company view to a portfolio-wide risk read inside one interface.
Monitoring and Workflow Design
Client-managed lists bind directly to CreditSafe monitoring portfolios. Adding or removing a company triggers a monitoring update, and webhooks fire real-time alerts the moment a supplier's financial health changes.
Migration Strategy
Migration ran in two tracks. Automated matching handled high-confidence pairs between legacy and CreditSafe records, and low-confidence cases routed to manual review. Existing HealthMark users moved to the new platform without data loss.
Pricing and Usage Integration
The system shifted from flat-fee subscriptions to a credit-based, usage-based pricing model. Every report view and refresh draws against a balance, and the dashboard shows exactly which actions consumed which credits.
Client Perspective
"We experienced a lot of issues with HealthMark over the years… data depth, data quality, coverage, the accuracy… clients wanted more from the product that we just weren't able to get. Our aim is to transfer over clients who are currently on HealthMark to CreditSafe and get new clients onto CreditSafe… replace HealthMark with CreditSafe across all our client-facing platforms."
— RapidRatings Product Lead
Key Outcomes
Replaced HealthMark with a CreditSafe-powered credit intelligence platform in four months.
Unified four data sources (FHR, HealthMark, Outreach, CreditSafe) into one supplier risk interface.
Enabled real-time supplier risk alerts across client portfolios via webhook-driven workflows.
Shipped a credit-based, usage-based pricing model with in-product consumption tracking.
Migrated existing HealthMark users without data loss using two-track record matching.
Delivered CreditSafe profile pages, portfolio dashboards, and portfolio management tools as new surfaces.
