Pega Constellation Data Modeling: Step-by-Step Guide

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How to Build a Customer Data Model in Pega Constellation (Step-by-Step Guide)


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In this guide, we’ll walk through how to design and build a complete Customer Data Model in Pega Constellation.
You’ll learn how to:

  • Create data objects from scratch

  • Establish relationships between objects (embedded and referenced data)

  • Upload external catalogs (CSV) into Pega

  • Visualize the full data model

  • Reference the data model inside a case type

This tutorial mirrors exactly what was built in the video—perfect for beginners learning Pega Constellation’s data model capabilities.

1. Designing the Data Model

Before using App Studio, it’s important to outline the structure.
Our Customer object will contain:

Customer Fields

  • Name

  • Email

  • Phone (list of phone records)

  • Address (single address record)

  • Products (list)

  • Nationality (reference to a Country catalog)

Supporting Data Objects

To support the customer entity, we will also create:

  • Phone

  • Phone Types (Home, Mobile, Work)

  • Address

  • Address Types (Home, Work)

  • Products

  • Country Catalog (CSV uploaded from GitHub)

Each of these will be modeled as a Data Object inside Pega Constellation.

2. Creating the Customer Data Object

  1. Navigate to App Studio

  2. Click New → Data Object

  3. Name it Customer

  4. Choose Local storage

  5. Click Submit

Your object is now created.
Next, we’ll add all fields using the Data Model Visualizer.

3. Adding Fields to Customer

Open the Customer data object and add:

Name

  • Type: Text (single line)

Email

  • Type: Email

Phone

This field is an embedded data reference to a new list-type data object we’ll create.

Address

Another embedded data reference to an Address data object.

Nationality

This will be a picklist that retrieves records from the Country catalog (CSV).

Products

A list of product items (you can replicate the same steps as the Phone object).

We’ll configure the Phone, Address, and Country objects next.

4. Creating the Phone Data Object

  1. Click New → Data Object

  2. Name it Phone

  3. Choose Local

  4. Add the following fields:

Phone Type

  • Type: Data Reference

  • Points to: Phone Types data object

  • Mode: Single record

Phone Number

  • Type: Phone

Save the object.

5. Creating Phone Types (Dropdown Source)

  1. Create a new Data Object named Phone Types

  2. Add one field:

    • Type (Text)

  3. Go to Records and add the allowed values:

    • Home

    • Mobile

    • Work

These values will appear automatically as dropdown choices thanks to Pega’s auto-generated data pages.

6. Creating the Address Data Object

  1. Create Address as a new Data Object

  2. Add:

    • Address (Text)

    • Address Type (Data Reference → Address Types)

Create Address Types

  1. Create Address Types Data Object

  2. Add a Type field (Text)

  3. Add records:

    • Home

    • Work

7. Creating and Uploading the Country Catalog

We’ll use a CSV catalog from GitHub containing:

  • Country Name

  • Alpha-2 Code

  • Country Code (numeric)

Steps to import:

  1. Create a Data Object named Country (or CountryCode)

  2. Add three fields:

    • Name

    • A2

    • Code

  3. Click Import

  4. Upload the CSV file

  5. Map the columns

  6. Validate and import

Pega will automatically create the data pages that expose these records.

8. Adding Nationality to the Customer Object

Inside Customer:

  1. Add a new field: Nationality

  2. Type: Picklist

  3. Data Page Source: Country list data page

  4. Display Field: Name

This will display the country name and reference the selected record.

9. Visualizing the Data Model

Open the Data Model Visualizer to confirm relationships:

  • Customer → Phone → Phone Types

  • Customer → Address → Address Types

  • Customer → Nationality → Country Catalog

This visual map helps guarantee your data structure is correct before adding views.

10. Referencing the Data Model in the Case Type

To make the Customer object available inside a case:

  1. Go to Case Types

  2. Select the case (e.g., KYC Customer)

  3. Open the Data Model tab

  4. Add a new field:

    • Name: Customer

    • Type: Embedded Data

    • Data Object: Customer

    • Mode: Single Record

Now the case can create, store, and use the entire Customer data model.

What’s Next?

In the next tutorial, we will:

  • Build the views and forms

  • Bind fields to the UI automatically

  • Display dropdowns powered by our data pages

  • Save Customer data during case processing

Pega Constellation automates data pages, relationships, and field behavior—making data modeling faster and easier than traditional Dev Studio.

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