Pega Constellation – Portal Explore Data: Insight Creation and Ruleset

General
1

Hi All,

In Pega Constellation, a client/end user accesses Portal → Explore Data in the Production environment and creates an Insight.

Could you please clarify:

  1. When an end user creates an Insight in Production, where is the Insight stored/persisted?
  2. Does the Insight get created under any ruleset/ruleset version, or is it stored as user-specific/application data?
  3. Who owns the Insight — the individual end user, their organization, or the application?
  4. If the Insight is created by a client user in Production, can an administrator/developer view, modify, or manage it?
  5. What happens to the Insight if the user’s access is removed or the user is deactivated?
2

Hi @VenkateswararaoK : Even Insights created by end users are saved as Insight Rules (in the UI category). This means users need an open ruleset to save a reusable Insight (this isn’t mandatory if they’re just using Explore Data without saving).

When creating an Insight, there’s an option to make it public (shared with All, Specific users, Work group, Access group, etc.) or private. Shared Insights can be updated by anyone who has access.

If a user’s access is removed or they’re deactivated, the impact is only on the Insights they created as private — shared/public Insights remain accessible to those who have been granted access.

Thanks.

3

Hi @ArulDevan thanks for the quick response. are you suggesting we need to provide one production ruleset to end user to save the insights ?

4

Yes. If there is no open ruleset, create as Insight will fail with that there is no open ruleset. Give it a try and you will notice it.

Thanks.