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To me a sunburst, hiveplot or a sankey diagram seem better options, depending on the context of the data. Hiveplot shows all data layers without the liability of pie-chart-like design that makes all four categories look like 25% each. Sunburst is great for displaying breakdowns of each part, and this can be priceless in displaying sub-flows. ...


Here's what I understand from your question: For your customer, you want to produce statements that they can give to their clients, so the client can tell the state of their account. You don't want to re-invent the wheel, but you're not finding any models (statements) to start from. And I can see there's potential complexity that needs to be communicated ...

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