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Virtusa PVT Ltd
LK
Last activity: 10 Dec 2025 4:13 EST
Inquiry Regarding Hierarchical Data Display for Customer Product Holdings in Pega Constellation
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.
Pegasystems Inc.
PL
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: https://github.com/pegasystems/constellation-ui-gallery, 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.
Virtusa PVT Ltd
LK
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.
Virtusa PVT Ltd
LK
Pegasystems Inc.
PL
@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-constell…