Strategy for Implementing Multiple Quotations in a Single Case – Pega Constellation
Hi everyone,
I’m working on a Pega application built with the Constellation architecture, where the user needs to generate multiple loan quotations within a single case. The user should be able to adjust inputs like amount, term, or product type and generate several proposals, then compare and select the most suitable one.
From the data model perspective, we already have a structure that supports storing multiple quotation objects associated with the main case.
My questions are more related to the interface and process layer in Constellation:
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What is the recommended approach to allow dynamic creation of multiple quotations within a single step?
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Would it be better to use an editable multi-record collection view, or model each quotation as a subcase?
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Is there a best practice for enabling comparison of the generated quotations from the front-end?
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Is it possible to maintain a smooth user experience without leaving the current step context?
I’d really appreciate any suggestions, best practices, or shared experiences on how to achieve this type of requirement in Pega Constellation.
HCA Healthcare
US
You can handle multiple quotations in one case by using a dynamic table view (multi-record collection) inside a single step, where users can add or edit each quote directly. There’s no need to create subcases unless each quote has its own workflow, which doesn’t sound necessary here. To let users compare quotes, create a view that shows all quotes side by side like a grid with key values like loan amount, interest rate, or term. Let them mark one as “selected” or “preferred” within the same screen. Use visibility rules to switch between input mode and comparison mode without leaving the step. This keeps everything clean and simple for the user. Constellation works best when you avoid breaking context and use smart layouts instead