Inquiry Regarding Hierarchical Data Display for Customer Product Holdings in Pega Constellation

User Experience
1

Hi Team ,

I have a requirement within the Pega Constellation architecture to display Customer Product Holdings in a hierarchical structure. Please refer to the attached image for a visual representation of the desired output.

Pega currently provides a built-in Case Hierarchy widget. Could you advise on the feasibility of leveraging this existing widget to fulfill my specific requirement?

Alternatively, I would appreciate suggestions for an official, out-of-the-box Pega approach to achieving this display without requiring custom implementation.

Hierarchy.jpg
Hierarchy.jpg467×457 29.3 KB

2

@JagathP3

hi,
when you are working with perscribed design system you have set of features and configurations at your disposal. Constellation is exactly like that, but more to that it allows for extension. So if needed you can build your solution to look like the one presented on a screen.

If you would like to take advantage of what is ootbe in Platform or as extension in Constellation UI Gallery: GitHub - pegasystems/constellation-ui-gallery: This open-source repository provides a collection of ready-to-use and customizable Constellation DX components. Use this resource to gain inspiration, best practices, and a solid foundation for implementing custom components., then better starting point is describion of business needs rather that mockup or printscreen.

Having the business needs (not the ui requirements) we can think what ootb pieces we can use to assemble the solution.

3

@Kamil Janeczek

I am working on Pega sales automation in constellation

We have Customer 360 view in our application

Where customer has different funds and we need to show them as below. Like a Tree/ Hierachy.

  1. Assets
    2.AUM - SGD 50000 2.LUM - SGD 45000
    1.FD - SGD 20000 1. Premium Financing - SGD 15000
    2.Ins - SGD 3000 2. Portfolio Financing - SGD 30000
  • Total AUM = FD balance + Ins balance
  • Total LUM = Premium Financing + Portfolio Financing

Client does not like to show data in a Table.

Could you please suggest how to achieve by leveraging existing Pega constellation and we do not need any customer implementation.

4

Sample image .png
Sample image .png951×170 2.97 KB

5

@JagathP3There is no tree layout ootb but my first pick would be table with grouping, it is a good fit for financial data. See example here: https://support.pega.com/discussion/complex-data-visualization-constellation