Status

In Progress

Page Status

Owner

NADAR-ext, Parvati

Stakeholders

KOHN-ext, Jacob CONNELLY-ext, Delia AGGARWAL-ext, Vikhyat UPADHYAY-ext, Anjali

Purpose

</Start CR359 - Global Hierarchy Definition>

The purpose of this document is to define the approach for the maintenance of master data supporting the Project scoring methodology. This master data comprises fixed parameters used in the scoring calculations.

Project scoring uses structured scoring models to evaluate and prioritize projects based on predefined criteria like strategic alignment, risk.

data 'Investment Classification' Global Hierarchy which defines classification criteria for a Portfolio Item.

Conversion Scope

The scope of this document covers the approach applicable to Investment Classification Global Hierarchy

Conversion Scope

The scope of this document covers the approach applicable to all Project Scoring parameters and drop-down lists supporting PPM bucket/item custom fields which are created in S/4 HANA following the Project Scoring and Other dropdowns Master Data Design Standard.

The drop-down lists define the allowable values to be entered in the relevant custom fields on a PPM Item or Bucket. The scoring master data controls the parameters input to the scoring calculations (performed on PPM Items in SAC). These parameters are centrally maintained.

This is a completely new object for Syensqo with the data being sourced using This is a completely new object for Syensqo with the data being sourced using DCT (Data Collection Template).

List of source systems and approximate number of records

Source	Scope	Source Approx No. of Records	Target System	Target Approx No. of Records
DCT	All Records		S/4HANA	TBD

For Mock-1 conversions, data will be loaded directly into S/4HANA ROW and China instances.

Note: The Master Data Management (MDM) process is not built yet; the approach for loading and reconciling PPM master data in MDM will be covered as part of the MDM design and is not covered in this Conversion SpecificationMigration load to be done to ROW instance with replication to other S/4 Hana instances (China and CUI) done by batch job as per business process. To be included in cut-over strategy document.

Additional Information

Multi-language Requirement

Portfolio scoring attributes will be maintained Maintained in English Language only.

Document Management

Not applicable

Legal Requirement

Not applicable

Special Requirements

Not applicable

Target Design

The technical design of the target for this conversion approach.

Table	Field	Data Element	Field Description	Data Type	Length	Requirement

/SYQ/T_INV_CATINV_CAT_CDInvestment Category CodeNUMC2Mandatory/SYQ/T_INV_CATCAT_DESCInvestment Category DescriptionCHAR20Mandatory/SYQ/T_INV_REASONREASON_CDInvestment Reason CodeNUMC2Mandatory/SYQ/T_INV_REASONREASON_DESCInvestment Reason DescriptionCHAR80Mandatory/SYQ/T_INV_CATEGORY_MAPPINGINV_CATEGORY_MAPPING_CDInvestment Category Mapping CodeNUMC4Mandatory/SYQ/T_INV_CATEGORY_MAPPINGSUBCATEGORYSub-CategoryNUMC4Mandatory/SYQ/T_INV_CATEGORY_MAPPINGINV_REASON_CDInvestment Reason CodeNUMC4Mandatory/SYQ/T_INV_CATEGORY_MAPPINGINV_CAT_CDInvestment Category CodeNUMC2Mandatory/SYQ/T_INV_CATEGORY_MAPPINGACTIVEActiveCheckboxConditional/SYQ/T_SPND_RNGESPND_RNGE_CDSpending Range CodeNUMC2Mandatory/SYQ/T_SPND_RNGESPND_RNGE_DESCSpending Range DescriptionCHAR20Mandatory/SYQ/T_SPND_RNGEACTIVEActiveCheckboxConditional/SYQ/T_BU_DMNBU_DMN_CDBusiness Unit/Domain CodeNUMC2Mandatory/SYQ/T_BU_DMNBU_DMN_DESCBusiness Unit/Domain DescriptionCHAR40Mandatory/SYQ/T_BU_DMNACTIVEActiveCheckboxConditional/SYQ/T_END_USR_MKTEND_USR_MKT_CDEnd User Market CodeNUMC2Mandatory/SYQ/T_END_USR_MKTEND_USR_MKT_DESCEnd User Market DescriptionCHAR40Mandatory/SYQ/T_END_USR_MKTACTIVEActiveCheckboxConditional/SYQ/T_MKT_DRVRMKT_DRVR_CDMarket Driver CodeNUMC2Mandatory/SYQ/T_MKT_DRVRMKT_DRVR_DESCMarket Driver DescriptionCHAR40Mandatory/SYQ/T_MKT_DRVRACTIVEActiveCheckboxConditional/SYQ/T_CLSTRCLSTR_CDCluster CodeNUMC2Mandatory/SYQ/T_CLSTRCLSTR_DESCCluster DescriptionCHAR40Mandatory/SYQ/T_CLSTRACTIVEActiveCheckboxConditional/SYQ/T_ARCHETYPEARCHETYPE_CDArchetype Description CodeNUMC2Mandatory/SYQ/T_ARCHETYPEARCHETYPE_DESCArchetype DescriptionCHAR20Mandatory/SYQ/T_ARCHETYPEACTIVEActiveCheckboxConditional/SYQ/T_EXPORT_CNTLEXPORT-CNTRL_CDExport Control CodeNUMC2Mandatory/SYQ/T_EXPORT_CNTLEXPORT-CNTRL_DESCExport Control DescriptionCHAR15Mandatory/SYQ/T_EXPORT_CNTLACTIVEActiveCheckboxConditional/SYQ/T_EU_TXNMYEU_TXNMY_CDEU Taxonomy CodeCHAR2Mandatory/SYQ/T_EU_TXNMYEU_TXNMY_DESCEU Taxonomy DescriptionCHAR15Mandatory/SYQ/T_EU_TXNMYACTIVEActiveCheckboxConditional/SYQ/T_MUST_DOMUST_DO_CDMust Do Justification CodeNUMC2Mandatory/SYQ/T_MUST_DOMUST_DO_DESCMust Do Justification DescriptionCHAR20Mandatory/SYQ/T_MUST_DOACTIVEActiveCheckboxConditional/SYQ/T_RISK_MAGNITUDERISK_MAGNITUDE_CDRisk Magnitude CodeNUMC2Mandatory/SYQ/T_RISK_MAGNTDRISK_MAGNITUDE_DESCRisk Magnitude DescriptionCHAR20Mandatory/SYQ/T_RISK_MAGNTDRISK_MAGNITUDE_VALUERisk Magnitude ValueNUM5Mandatory/SYQ/T_RISK_MAGNITUDEACTIVEActiveCheckboxConditional/SYQ/T_RISK_LKLHDRISK_LKLHD_CDRisk Likelihood CodeNUMC2Mandatory/SYQ/T_RISK_LKLHDRISK_LKLHD_DESCRisk Likelihood DescriptionCHAR20Mandatory/SYQ/T_RISK_LKLHDRISK_LKLHD_VALUERisk Likelihood ValueNUM5Mandatory/SYQ/T_RISK_LKLHDACTIVEActiveCheckboxConditional/SYQ/T_REG_MAGNITUDEREG_MAGNITUDE_CDRegulatory Risk Magnitude CodeNUMC2Mandatory/SYQ/T_REG_MAGNITUDEREG_MAGNITUDE_DESCRegulatory Risk Magnitude DescriptionCHAR20Mandatory/SYQ/T_REG_MAGNITUDEREG_MAGNITUDE_VALUERegulatory Risk Magnitude ValueNUM5Conditional/SYQ/T_REG_MAGNITUDEACTIVEActiveCheckbox/SYQ/T_REG_LKLHDREG_LKLHD_CDRegulatory Risk Likelihood CodeNUMC2Mandatory/SYQ/T_REG_LKLHDREG_LKLHD_DESCRegulatory Risk Likelihood DescriptionCHAR20Mandatory/SYQ/T_REG_LKLHDREG_LKLHD_VALUERegulatory Risk Likelihood ValueNUM5Mandatory/SYQ/T_REG_LKLHDACTIVEActiveCheckboxConditional/SYQ/T_REG_TIME_HORIZONREG_TIME_HORIZON_CDRegulatory Risk Time Horizon CodeNUMC2Mandatory/SYQ/T_REG_TIME_HORIZONREG_TIME_HORIZON_DESCRegulatory Risk Time Horizon DescriptionCHAR20Mandatory/SYQ/T_REG_TIME_HORIZONREG_TIME_HORIZON_FACTORRegulatory Risk Time Horizon FactorNUM5Mandatory/SYQ/T_REG_TIME_HZNACTIVEActiveCheckboxConditional/SYQ/T_STRATEGIC_WGHTGGBUGBUCHAR40Mandatory/SYQ/T_STRATEGIC_WGHTGCATCategoryNUMC4Mandatory/SYQ/T_STRATEGIC_WGHTGMKT_DRVR_CDMarket DriverNUMC2Mandatory/SYQ/T_STRATEGIC_WGHTGSCORING_METHODScoring MethodologyCHAR15Mandatory/SYQ/T_STRATEGIC_WGHTGWGHTG_FACTORWeighting FactorNUM2.2Mandatory/SYQ/T_FUNCTIONFUNCTION_CDFunction CodeNUMC2Mandatory/SYQ/T_FUNCTIONFUNCTION_DESCFunction DescriptionCHAR20Mandatory/SYQ/T_FUNCTIONACTIVEActiveCheckboxConditional

Data Cleansing

Data cleansing not applicable, as data object Project Scoring and Other dropdowns will be collected specifically for data migration.

Collection will be done manually in the Data Collection Template.

IDCriticalityError Message/Report DescriptionRuleOutputSource SystemNot applicable

Conversion Process

The high-level process is represented by the diagram below:

Image Removed

Data Privacy and Sensitivity

Not applicable

Extraction

Extract data from a source into Syniti Migrate.

The data does not exist (or cannot be converted from its current state). The data is manually collected by the business directly in Syniti Migrate. This is to be conducted using DCT (Data Collection Template) in Syniti Migrate

The agreed Relevancy criteria is applied to the extracted records to identify the records that are applicable for the Target loads

Extraction Run Sheet

Req #Requirement DescriptionTeam Responsible1Ensure DCT is collected Data Team2Perform preliminary completeness check, data quality check.Data Team3

Raise issues as defects if Req # 1 to 2 are not met

Data Team4

Repeat Req # 1 to 3 if required

Data Team

Selection Screen

Not Applicable
Selection Ref ScreenParameter NameSelection TypeRequirementValue to be entered/setNot Applicable

Data Collection Template (DCT)

Target Ready Data Collection Template will be created for Project Scoring and Other dropdowns data with exception of some fields which require transformation as mentioned in the transformation rule.

Project Scoring and Other dropdowns DCT Rules.

Field NameField DescriptionRuleINV_CAT_CDInvestment Category Code

Unique code (Numeric) assigned to table entry,

It is a Required Field: Preload Check to be done to confirm that this field is filled the Data Collection Template

CAT_DESCInvestment Category Description

Investment Category - a reporting attribute assigned to PPM Items; defines the driver for the project as either 'Growth' or 'Sustenance'.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template

REASON_CDInvestment Reason Code

Unique code (Numeric) assigned to table entry.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template

REASON_DESCInvestment Reason Description

Free text field.

Investment Reason - a reporting attribute assigned to PPM Items; defines the detailed investment/ expense reason.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template

INV_CATEGORY_MAPPING_CDInvestment Category Mapping Code

Unique code assigned to table entry

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

SUBCATEGORYSub-Category

Code assigned to Sub-Category;

Note: this is a configuration table.

INV_REASON_CDInvestment Reason Code

Code assigned to Investment Reason

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

INV_CAT_CDInvestment Category Code

Code assigned to Investment Category

ACTIVEActive

Active Flag - if set, the record does not appear in the drop-down list for the field

SPND_RNGE_CDSpending Range Code

Unique code assigned to table entry

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

SPND_RNGE_DESCSpending Range DescriptionSpending Range - defines the size of the financial investmentACTIVEActiveActive Flag - if set, the record does not appear in the drop-down list for the fieldBU_DMN_CDBusiness Unit/Domain CodeUnique code assigned to table entryBU_DMN_DESCBusiness Unit/Domain DescriptionBusiness Unit or Domain - a reporting attribute assigned to PPM Items; an organizational unit within GBU/ Function which owns the project.ACTIVEActiveActive Flag - if set, the record does not appear in the drop-down list for the fieldEND_USR_MKT_CDEnd User Market CodeUnique code assigned to table entryEND_USR_MKT_DESCEnd User Market Description

Classification of the industrial end users based upon type of industry e.g. aerospace, automotive etc.

Free text field.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

ACTIVEActive

Active Flag - if set, the record does not appear in the drop-down list for the field

Initially blank. Set to Inactive when record is no longer valid for selection on a PPM Item.

MKT_DRVR_CDMarket Driver CodeUnique code assigned to table entryMKT_DRVR_DESCMarket Driver Description

Defines the key market influencing the project.

Free text field.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

ACTIVEActive

Active Flag - if set, the record does not appear in the drop-down list for the field

Initially blank. Set to Inactive when record is no longer valid for selection on a PPM Item.

CLSTR_CDCluster Code

Unique (Numeric) code assigned to table entry

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

CLSTR_DESCCluster Description

Enables the grouping of Items for budget allocation and financial tracking

Free text field.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

ACTIVEActive Active Flag - if set, the record does not appear in the drop-down list for the fieldARCHETYPE_CDArchetype Description Code

Unique code (Numeric) assigned to table entry

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

ARCHETYPE_DESCArchetype Description

Classification of R&I projects for reporting

Free text field.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

ACTIVEActive Active Flag - if set, the record does not appear in the drop-down list for the fieldEXPORT-CNTRL_CDExport Control Code

Unique (Numeric) code assigned to table entry; manually selected or value returned from Questionnaire

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

EXPORT-CNTRL_DESCExport Control Description

Defines whether the project is relevant for Export Control; 0 (No), 1-9 (Yes)

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

ACTIVEActive

Active Flag - if set, the record does not appear in the drop-down list for the field

Note: Set to Inactive when record is no longer valid for selection on a PPM Item.

EU_TXNMY_CDEU Taxonomy Code

Unique code assigned to table entry; value returned from Questionnaire

Must be a number, 0-9, allowing for all possible results returned from the Questionnaire.

EU_TXNMY_DESCEU Taxonomy Description

Defines whether the project is relevant for Export Taxonomy; 0 (No), 1-9 (Yes)

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

ACTIVEActive

Active Flag - if set, the record does not appear in the drop-down list for the field

Note: Set to Inactive when record is no longer valid for selection on a PPM Item.

MUST_DO_CDMust Do Justification Code

Unique (numeric) code assigned to table entry

MUST_DO_DESC Must Do Justification Description

Justification for a Must Do classification of the Item.

Free text field.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

ACTIVEActive

Active Flag - if set, the record does not appear in the drop-down list for the field

Note: Set to Inactive when record is no longer valid for selection on a PPM Item.

RISK_MAGNITUDE_CDRisk Magnitude CodeUnique number assigned to the table entry. Conventionally 1-5. RISK_MAGNITUDE_DESC Risk Magnitude Description

Description of Risk Magnitude

Free text field.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

RISK_MAGNITUDE_VALUERisk Magnitude Value Numeric Value assigned to the Risk Magnitude. Multiplied by the Risk Likelihood to give the Risk Rating. Input to Project Scoring calculation.ACTIVE Active

Active Flag - if set, the record does not appear in the drop-down list for the field

Note: Set to Inactive when record is no longer valid for selection on a PPM Item.

RISK_LKLHD_CDRisk Likelihood Code Unique number assigned to the table entry.RISK_LKLHD_DESCRisk Likelihood Description

Description of Risk Likelihood

Free text field.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

RISK_LKLHD_VALUERisk Likelihood Value

Numeric Value assigned to the Risk Likelihood.

Multiplied by the Risk Magnitude to give the Risk Rating. Input to Project Scoring calculation.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

ACTIVEActive

Active Flag - if set, the record does not appear in the drop-down list for the field

Note: Set to Inactive when record is no longer valid for selection on a PPM Item.

REG_MAGNITUDE_CDRegulatory Risk Magnitude Code

Unique number assigned to the table entry. conventionally 1-5.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

REG_MAGNITUDE_DESCRegulatory Risk Magnitude
Description

Description of Regulatory Risk Likelihood

Free text field.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

REG_MAGNITUDE_VALUERegulatory Risk Magnitude Value

Value assigned to the Regulatory Risk Magnitude. Multiplied by the Regulatory Risk Likelihood to give the Regulatory Risk Rating. Input to Project Scoring calculation.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

ACTIVE Active

Active Flag - if set, the record does not appear in the drop-down list for the field

Note: Set to Inactive when record is no longer valid for selection on a PPM Item.

REG_LKLHD_CD Regulatory Risk Likelihood Code

Unique number assigned to the table entry. conventionally 1-5.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

REG_LKLHD_DESC Regulatory Risk Likelihood
Description

Description of Regulatory Risk Likelihood

Free text field.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

REG_LKLHD_VALUERegulatory Risk Likelihood Value

Numeric Value assigned to the Regulatory Risk Likelihood . Multiplied by the Regulatory Risk Magnitude to give the Regulatory Risk Rating. Input to Project Scoring calculation.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

ACTIVEActive

Active Flag - if set, the record does not appear in the drop-down list for the field

Note: Set to Inactive when record is no longer valid for selection on a PPM Item.

REG_TIME_HORIZON_CDRegulatory Risk Time Horizon Code

Unique number (1-99) assigned to table entry

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

REG_TIME_HORIZON_DESCRegulatory Risk Time Horizon
Description

Description of Regulatory Risk Time Horizon

Free text. eg. '> 1 Year', '1-5 Years', '> 5 Years'

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

REG_TIME_HORIZON_FACTORRegulatory Risk Time Horizon
Factor

Factor assigned to the Regulatory Risk Time Horizon . Multiplied by the Regulatory Risk Rating to factor in the time horizon for which the Regulatory Risk applies. Input to Project Scoring calculation.

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

ACTIVEActive

Active Flag - if set, the record does not appear in the drop-down list for the field

Note: Set to Inactive when record is no longer valid for selection on a PPM Item.

GBUGBU

Global Business Unit to which the weighting applies.

Must be name of leaf Profit Centre Hierarchy Node

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

CATCategory

Category to which the weighting applies

Must be a valid entry in RPM_PROJ_CAT table

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

MKT_DRVR_CDMarket Driver

Market Driver to which the weighting applies

Must be a valid entry in /SYQ/T_MKT_DRVR table

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

SCORING_METHOD Scoring Methodology

The scoring methodology to which the weighting applies

Must be 'Financial', 'Risk' or 'Regulatory'

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

WGHTG_FACTOR Weighting Factor

The Weighting Factor to be applied for the combination of GBU, Scoring Methodology and Category

Numeric field

FUNCTION_CDFunction Code

Unique number assigned to table entry

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

FUNCTION_DESC Function Description

Function Name assigned to a L3 Bucket; used for reporting and validations

Free text field eg. 'Industrial', 'R&I', 'IT'

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template.

ACTIVE Active

Active Flag - if set, the record does not appear in the drop-down list for the field

Note: Set to Inactive when record is no longer valid for selection on a PPM Item.

Extraction Dependencies

No Dependencies for Extract

Item #Step DescriptionTeam ResponsibleNot applicable

Transformation

The Target fields are mapped to the applicable Legacy field that will be its source, this is a 3-way activity involving the Business, Functional team and Data team. This identifies the transformation activity required to allow to make the data Target ready:

Perform value mapping and data transformation rules.
1. Legacy values are mapped to the to-be values (this could include a default value)
2. Values are transformed according to the rules defined in
Prepare target-ready data in the structure and format that is required for loading via prescribed Load Tool. This step also produces the load data ready for business to perform Pre-load Data Validation

Transformation Run Sheet

Item #Step DescriptionTeam Responsible

1

Obtain DCT Sign-off from Business

Data Team

2

Execute and Load and perform Transformation

Data Team

3

Monitor the transformation progress and ensure performance and completion is within allowed timeframe

Data team

4

Review and Validate Error and Preload Reports

Data Team

5

Generate data load count.

Data team

6

Generate Load Files

Data Team

7

Log errors as defects, if any and address resolutions. Close defects.Data team8Re-transform and re-validate the Pre-load reports if necessary.Data team9Validate the transformed file as part of pre-load validation, raise data defects or provide the pre-load sign-off.Business10Analyze and resolve any pre-load defects logged by business.Data team11Repeat steps 7 to 10 if necessaryData team12Proceed to pre-load validationsData team

Transformation Rules

Rule #Source systemSource TableSource FieldSource DescriptionTarget SystemTarget TableTarget FieldTarget DescriptionTransformation Logic1DCTINV_CAT_CDInvestment Category CodeS/4 Hana/SYQ/T_INV_CATINV_CAT_CDInvestment Category CodeCopy from source to target systemDCTCAT_DESCInvestment Category DescriptionS/4 Hana/SYQ/T_INV_CATCAT_DESCInvestment Category DescriptionCopy from source to target systemDCTREASON_CDInvestment Reason CodeS/4 Hana/SYQ/T_INV_REASONREASON_CDInvestment Reason CodeCopy from source to target systemDCTREASON_DESCInvestment Reason DescriptionS/4 Hana/SYQ/T_INV_REASONREASON_DESCInvestment Reason DescriptionCopy from source to target systemDCTINV_CATEGORY_MAPPING_CDInvestment Category Mapping CodeS/4 Hana/SYQ/T_INV_CATEGORY_MAPPINGINV_CATEGORY_MAPPING_CDInvestment Category Mapping CodeCopy from source to target systemDCTSUBCATEGORYSub-CategoryS/4 Hana/SYQ/T_INV_CATEGORY_MAPPINGSUBCATEGORYSub-CategoryCopy from source to target systemDCTINV_REASON_CDInvestment Reason CodeS/4 Hana/SYQ/T_INV_CATEGORY_MAPPINGINV_REASON_CDInvestment Reason CodeCopy from source to target systemDCTINV_CAT_CDInvestment Category CodeS/4 Hana/SYQ/T_INV_CATEGORY_MAPPINGINV_CAT_CDInvestment Category CodeCopy from source to target systemDCTACTIVEActiveS/4 Hana/SYQ/T_INV_CATEGORY_MAPPINGACTIVEActiveCopy from source to target systemDCTSPND_RNGE_CDSpending Range CodeS/4 Hana/SYQ/T_SPND_RNGESPND_RNGE_CDSpending Range CodeCopy from source to target systemDCTSPND_RNGE_DESCSpending Range DescriptionS/4 Hana/SYQ/T_SPND_RNGESPND_RNGE_DESCSpending Range DescriptionCopy from source to target systemDCTACTIVEActiveS/4 Hana/SYQ/T_SPND_RNGEACTIVEActiveCopy from source to target systemDCTBU_DMN_CDBusiness Unit/Domain CodeS/4 Hana/SYQ/T_BU_DMNBU_DMN_CDBusiness Unit/Domain CodeCopy from source to target systemDCTBU_DMN_DESCBusiness Unit/Domain DescriptionS/4 Hana/SYQ/T_BU_DMNBU_DMN_DESCBusiness Unit/Domain DescriptionCopy from source to target systemDCTACTIVEActiveS/4 Hana/SYQ/T_BU_DMNACTIVEActiveCopy from source to target systemDCTEND_USR_MKT_CDMarket Driver CodeS/4 Hana/SYQ/T_END_USR_MKTEND_USR_MKT_CDMarket Driver CodeCopy from source to target systemDCTEND_USR_MKT_DESCMarket Driver DescriptionS/4 Hana/SYQ/T_END_USR_MKTEND_USR_MKT_DESCMarket Driver DescriptionCopy from source to target systemDCTACTIVEActiveS/4 Hana/SYQ/T_END_USR_MKTACTIVEActiveCopy from source to target systemDCT/SYQ/T_MKT_DRVRMarket Driver CodeS/4 Hana/SYQ/T_MKT_DRVR-MKT_DRVR_CD/SYQ/T_MKT_DRVRMarket Driver CodeCopy from source to target systemDCT/SYQ/T_MKT_DRVRMarket Driver DescriptionS/4 Hana/SYQ/T_MKT_DRVR-MKT_DRVR_DESC/SYQ/T_MKT_DRVRMarket Driver DescriptionCopy from source to target systemDCT/SYQ/T_MKT_DRVRActiveS/4 Hana/SYQ/T_MKT_DRVR-ACTIVE/SYQ/T_MKT_DRVRActiveCopy from source to target systemDCTCLSTR_CDCluster CodeS/4 Hana/SYQ/T_CLSTRCLSTR_CDCluster CodeCopy from source to target systemDCTCLSTR_DESCCluster DescriptionS/4 Hana/SYQ/T_CLSTRCLSTR_DESCCluster DescriptionCopy from source to target systemDCTACTIVEActiveS/4 Hana/SYQ/T_CLSTRACTIVEActiveCopy from source to target systemDCTARCHETYPE_CDArchetype Description CodeS/4 Hana/SYQ/T_ARCHETYPEARCHETYPE_CDArchetype Description CodeCopy from source to target systemDCTARCHETYPE_DESCArchetype DescriptionS/4 Hana/SYQ/T_ARCHETYPEARCHETYPE_DESCArchetype DescriptionCopy from source to target systemDCTACTIVEActiveS/4 Hana/SYQ/T_ARCHETYPEACTIVEActiveCopy from source to target systemDCTEXPORT-CNTRL_CDExport Control CodeS/4 Hana/SYQ/T_EXPORT_CNTLEXPORT-CNTRL_CDExport Control CodeCopy from source to target systemDCTEXPORT-CNTRL_DESCExport Control DescriptionS/4 Hana/SYQ/T_EXPORT_CNTLEXPORT-CNTRL_DESCExport Control DescriptionCopy from source to target systemDCTACTIVEActiveS/4 Hana/SYQ/T_EXPORT_CNTLACTIVEActiveCopy from source to target systemDCTEU_TXNMY_CDEU Taxonomy CodeS/4 Hana/SYQ/T_EU_TXNMYEU_TXNMY_CDEU Taxonomy CodeCopy from source to target systemDCTEU_TXNMY_DESCEU Taxonomy DescriptionS/4 Hana/SYQ/T_EU_TXNMYEU_TXNMY_DESCEU Taxonomy DescriptionCopy from source to target systemDCTACTIVEActiveS/4 Hana/SYQ/T_EU_TXNMYACTIVEActiveCopy from source to target systemDCTMUST_DO_CDMust Do Justification CodeS/4 Hana/SYQ/T_MUST_DOMUST_DO_CDMust Do Justification CodeCopy from source to target systemDCTMUST_DO_DESCMust Do Justification DescriptionS/4 Hana/SYQ/T_MUST_DOMUST_DO_DESCMust Do Justification DescriptionCopy from source to target systemDCTACTIVEActiveS/4 Hana/SYQ/T_MUST_DOACTIVEActiveCopy from source to target systemDCTRISK_MAGNITUDE_CDRisk Magnitude CodeS/4 Hana/SYQ/T_RISK_MAGNITUDERISK_MAGNITUDE_CDRisk Magnitude CodeCopy from source to target systemDCTRISK_MAGNITUDE_DESCRisk Magnitude DescriptionS/4 Hana/SYQ/T_RISK_MAGNTDRISK_MAGNITUDE_DESCRisk Magnitude DescriptionCopy from source to target systemDCTRISK_MAGNITUDE_VALUERisk Magnitude ValueS/4 Hana/SYQ/T_RISK_MAGNTDRISK_MAGNITUDE_VALUERisk Magnitude ValueCopy from source to target systemDCTACTIVEActiveS/4 Hana/SYQ/T_RISK_MAGNITUDEACTIVEActiveCopy from source to target systemDCTRISK_LKLHD_CDRisk Likelihood CodeS/4 Hana/SYQ/T_RISK_LKLHDRISK_LKLHD_CDRisk Likelihood CodeCopy from source to target systemDCTRISK_LKLHD_DESCRisk Likelihood DescriptionS/4 Hana/SYQ/T_RISK_LKLHDRISK_LKLHD_DESCRisk Likelihood DescriptionCopy from source to target systemDCTRISK_LKLHD_VALUERisk Likelihood ValueS/4 Hana/SYQ/T_RISK_LKLHDRISK_LKLHD_VALUERisk Likelihood ValueCopy from source to target systemDCTACTIVEActiveS/4 Hana/SYQ/T_RISK_LKLHDACTIVEActiveCopy from source to target systemDCTREG_MAGNITUDE_CDRegulatory Risk Magnitude CodeS/4 Hana/SYQ/T_REG_MAGNITUDEREG_MAGNITUDE_CDRegulatory Risk Magnitude CodeCopy from source to target systemDCTREG_MAGNITUDE_DESCRegulatory Risk Magnitude DescriptionS/4 Hana/SYQ/T_REG_MAGNITUDEREG_MAGNITUDE_DESCRegulatory Risk Magnitude DescriptionCopy from source to target systemDCTREG_MAGNITUDE_VALUERegulatory Risk Magnitude ValueS/4 Hana/SYQ/T_REG_MAGNITUDEREG_MAGNITUDE_VALUERegulatory Risk Magnitude ValueCopy from source to target systemDCTACTIVEActiveS/4 Hana/SYQ/T_REG_MAGNITUDEACTIVEActiveCopy from source to target systemDCTREG_LKLHD_CDRegulatory Risk Likelihood CodeS/4 Hana/SYQ/T_REG_LKLHDREG_LKLHD_CDRegulatory Risk Likelihood CodeCopy from source to target systemDCTREG_LKLHD_DESCRegulatory Risk Likelihood DescriptionS/4 Hana/SYQ/T_REG_LKLHDREG_LKLHD_DESCRegulatory Risk Likelihood DescriptionCopy from source to target systemDCTREG_LKLHD_VALUERegulatory Risk Likelihood ValueS/4 Hana/SYQ/T_REG_LKLHDREG_LKLHD_VALUERegulatory Risk Likelihood ValueCopy from source to target systemDCTACTIVEActiveS/4 Hana/SYQ/T_REG_LKLHDACTIVEActiveCopy from source to target systemDCTREG_TIME_HORIZON_CDRegulatory Risk Time Horizon CodeS/4 Hana/SYQ/T_REG_TIME_HORIZONREG_TIME_HORIZON_CDRegulatory Risk Time Horizon CodeCopy from source to target systemDCTREG_TIME_HORIZON_DESCRegulatory Risk Time Horizon DescriptionS/4 Hana/SYQ/T_REG_TIME_HORIZONREG_TIME_HORIZON_DESCRegulatory Risk Time Horizon DescriptionCopy from source to target systemDCTREG_TIME_HORIZON_FACTORRegulatory Risk Time Horizon FactorS/4 Hana/SYQ/T_REG_TIME_HORIZONREG_TIME_HORIZON_FACTORRegulatory Risk Time Horizon FactorCopy from source to target systemDCTACTIVEActiveS/4 Hana/SYQ/T_REG_TIME_HZNACTIVEActiveCopy from source to target systemDCTGBUGBUS/4 Hana/SYQ/T_STRATEGIC_WGHTGGBUGBUCopy from source to target systemDCTCATCategoryS/4 Hana/SYQ/T_STRATEGIC_WGHTGCATCategoryCopy from source to target systemDCTMKT_DRVR_CDMarket DriverS/4 Hana/SYQ/T_STRATEGIC_WGHTGMKT_DRVR_CDMarket DriverCopy from source to target systemDCTSCORING_METHODScoring MethodologyS/4 Hana/SYQ/T_STRATEGIC_WGHTGSCORING_METHODScoring MethodologyCopy from source to target systemDCTWGHTG_FACTORWeighting FactorS/4 Hana/SYQ/T_STRATEGIC_WGHTGWGHTG_FACTORWeighting FactorCopy from source to target systemDCTFUNCTION_CDFunction CodeS/4 Hana/SYQ/T_FUNCTIONFUNCTION_CDFunction CodeCopy from source to target systemDCTFUNCTION_DESCFunction DescriptionS/4 Hana/SYQ/T_FUNCTIONFUNCTION_DESCFunction DescriptionCopy from source to target systemDCTFUNCTION_ACTIVEActiveS/4 Hana/SYQ/T_FUNCTIONFUNCTION_ACTIVEActiveCopy from source to target system

Transformation Mapping

Mapping Table NameMapping Table DescriptionProfit Centre Hierarchy

Transformation Dependencies

List the steps that need to occur before transformation can commenceItem #Step DescriptionTeam Responsible

Ensure all the fields that require value mapping, as stipulated. Mapping tables, have the correct values mapped and imported into tool.

Data Team

Pre-Load Validation

Project Team

Completeness

TaskAction

Verify Record Count

SyWay I2M Data Team to verify that the total number of relevant records from the DCT is equal to the total number of records in the Preload and Load Sheets.

Accuracy

TaskAction

Conversion Accuracy

SyWay I2M Data Team to verify that all fields below meet pass the checks:

Mandatory Fields
Field and Value Mapping Correctness
Null Checks
Text Length Checks

Review Error Reports

Review and correct the errors. Achieve a zero-error record count as much as possible. Raise defects for data remediated and requiring a correction in the source (DCT) data.

UHDT_VRSN	VER_ID	VRSID	Version ID (Hierarchy)	CHAR	40	System Generated
UHDT_VRSN	VER_STATUS	VRSST	Version Status	CHAR	1	Mandatory
UHDT_VRSN	HIER_HID	VHRID	Hierarchy ID	CHAR	20	Mandatory
UHDT_VRSN	HIER_CATG	CAKEY	Hierarchy Subtype	CHAR	4	Mandatory
UHDT_VRSN	UPDATED_AT	VRSUT	Version Updated Time	DEC	15	System Generated
UHDT_VRSN	UPDATED_BY	VRSUB	Version Updated By	CHAR	12	System Generated
UHDT_VRSN	CREATED_AT	VRSCT	Version Creation Time	DEC	15	System Generated
UHDT_VRSN	CREATED_BY	VRSCB	Version Created By	CHAR	12	System Generated
UHDT_VRSN	LOCKED_BY	UNAME	User Name	CHAR	12	System Generated
UHDT_VRSN	LOCKED_AT	VRSLT	Version locked at	DEC	15	System Generated
UHDT_VRSN	MAINTENANCE_LANG	LANGU	Language Key	LANG	1	System Generated
UHDT_NODE	NODE_ID	NODID	Node ID	CHAR	40	System Generated
UHDT_NODE	VER_ID	VRSID	Version ID	CHAR	40	System Generated
UHDT_NODE	NODE_PID	NPNID	Node Parent ID	CHAR	40	Mandatory
UHDT_NODE	NODE_TYPE	NODTP	Node Type	CHAR	1	Mandatory
UHDT_NODE	NODE_ENTITY	BNNAM	Business Entity Name	CHAR	30	System Generated
UHDT_NODE	NODE_LEVEL	NLEVL	Node Level	NUMC	6	System Generated
UHDT_NODE	NODE_LVAL	NLVAL	Node Low Value	CHAR	40	Mandatory
UHDT_NODE	CREATED_AT	NODCT	Node Creation Time	CHAR	14	System Generated
UHDT_NODE	CREATED_BY	NODCB	Node Created By	CHAR	12	System Generated
UHDT_NODE	UPDATED_AT	NODUT	Node Updated Time	CHAR	14	System Generated
UHDT_NODE	UPDATED_BY	NODUB	Node Updated By	CHAR	12	System Generated
UHDT_NTXT	NODE_ID	NODID	Node ID (for Text)	CHAR	40	System Generated
UHDT_NTXT	LANG	LANGU	Language Key (Node Text)	LANG	1	System Generated
UHDT_NTXT	LVAL_TXT	NLTXT	Node Low Text	CHAR	128	Mandatory
UHDT_NTXT	VER_ID	VRSID	Version ID (Hierarchy for Node Text)	CHAR	40	System Generated
UHDT_NATTRVALS	NODE_ID	NODID	Node ID (for Attribute)	CHAR	40	System Generated
UHDT_NATTRVALS	ATTR_NAME	NATNM	Attribute Name	CHAR	30	System Generated
UHDT_NATTRVALS	ATTR_LVAL	ALVAL	Attribute Low Value	CHAR	40	Mandatory
UHDT_NATTRVALS	VER_ID	VRSID	Version ID (Hierarchy for Node Attribute)	CHAR	40	System Generated

Data Cleansing

Data cleansing not applicable, as data object Project Scoring and Other dropdowns - Investment Classification' Global Hierarchy will be collected specifically for data migration.

Collection will be done manually in the Data Collection Template.

ID	Criticality	Error Message/Report Description	Rule	Output	Source System
		Not applicable

Conversion Process

The high-level process is represented by the diagram below:

Image Added

Data Privacy and Sensitivity

Not applicable

Extraction

The data does not exist (or cannot be converted from its current state). The data is manually collected by the business directly in Syniti Migrate. This is to be conducted using DCT (Data Collection Template) in Syniti Migrate

The agreed Relevancy criteria is applied to the extracted records to identify the records that are applicable for the Target loads

Extraction Run Sheet

Req #	Requirement Description	Team Responsible
1	Ensure DCT is collected	Data Team
2	Perform preliminary completeness check, data quality check.	Data Team
3	Raise issues as defects if Req # 1 to 2 are not met	Data Team
4	Repeat Req # 1 to 3 if required	Data Team

Selection Screen

Not Applicable

Selection Ref Screen	Parameter Name	Selection Type	Requirement	Value to be entered/set
Not Applicable

Data Collection Template (DCT)

Target Ready Data Collection Template will be created for Project Scoring and Other dropdowns - Investment Classification' Global Hierarchy data with exception of some fields which require transformation as mentioned in the transformation rule.

DCT Rules.

Field Name

Field Description

Rule

HIER_HID

Hierarchy ID

ID of the Hierarchy/Root node

Must be 'SY_INV' for Syensqo's Investment Classification Hierarchy

Display field in DCT

HIER_CATG

Hierarchy Subtype

Hierarchy Type configured with controls and settings for the Hierarchy

Must be 'ZINV' for Syensqo's Investment Classification Hierarchy

Display field in DCT

NODE_TYPE

Node Type

Code identifying the type of Node. For the Syensqo Investment Classification hierarchy these are:

Tooltips
- R = Root Node (automatically assigned, 1:1 with hierarchy)
- N = Inner Node (level 1, 2 or 3)
- L = Leaf Node (level 4)

Dropdown to have both code and description

NODE_LVAL

Node Low Value

External ID of the Node, manually assigned.

Tool Tip:

If Node level 1
- Must be 'G' or 'S'
If Node level 2
- Must be the level 1 ID concatenated with '__01' eg. 'G_01'
If Node level 3
- Must be the level 2 ID concatenated with '__01' eg. 'G_01_01'
If Node level 4
- Will be selected from the Investment Reason master data table /SYQ/T_INVEST_RSN-INVEST_RSN_CD. Dropdown with description required

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template

LVAL_TXT

Node Low Text

Name of the Node:

Tooltip:

- Root node = 'Syensqo Investment Classification'
- Free text for Inner Nodes
- N/a for Leaf Nodes (name is derived from master data)

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template

NODE_PID

Node Parent ID

Reference to the Node ID of the Parent Node. This is the node selected under which a new node is created.

Maintain manually

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template

ATTR_LVAL

Attribute Low Value

Value of the Node Attribute, selected from the allowed list of values defined in configuration.

-ZCLASS (Classification) dropdown as 'Investment Category', 'Main Business Driver', 'Sub Business Driver' or 'Investment Reason

- ZSCORE must be a valid entry on the Scoring Methodology master data table /SYQ/T_SCORING_METH.

Field	Description
SCORING_METHOD_CD	Scoring Methodology Code
SCORING_METHOD	Scoring Methodology Description
ACTIVE	ACTIVE

Dropdown to have both code and description.

-ZFUNC must be a valid entries (multiple entries are allowed) on the Functions master data table /SYQ/T_FUNCTION

Field	Description
FUNCTION_CD	Function Code
FUNCTION_DESC	Function Description
ACTIVE	ACTIVE

Dropdown to have both code and description

It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template

Extraction Dependencies

No Dependencies for Extract

Item #	Step Description	Team Responsible
	Not applicable

Transformation

No transformation mapping required.

Prepare target-ready data in the structure and format that is required for loading via prescribed Load Tool. This step also produces the load data ready for business to perform Pre-load Data Validation

Transformation Run Sheet

Item #	Step Description	Team Responsible
1	Obtain DCT Sign-off from Business	Data Team
2	Execute and Load and perform Transformation	Data Team
3	Monitor the transformation progress and ensure performance and completion is within allowed timeframe	Data team
4	Review and Validate Error and Preload Reports	Data Team
5	Generate data load count.	Data team
6	Generate Load Files	Data Team
7	Log errors as defects, if any and address resolutions. Close defects.	Data team
8	Re-transform and re-validate the Pre-load reports if necessary.	Data team
9	Validate the transformed file as part of pre-load validation, raise data defects or provide the pre-load sign-off.	Business
10	Analyze and resolve any pre-load defects logged by business.	Data team
11	Repeat steps 7 to 10 if necessary	Data team
12	Proceed to pre-load validations	Data team

Transformation Rules

Rule #

Source system

Source Table

Source Field

Source Description

Target System

Target Table

Target Field

Target Description

Transformation Logic

1

S/4 Hana

UHDT_VRSN

Version ID (Hierarchy)

System Generated

2

S/4 Hana

UHDT_VRSN

VER_STATUS

Version Status

Mandatory

Load with status = Active

3

DCT

HIER_HID

Hierarchy ID

S/4 Hana

UHDT_VRSN

HIER_HID

Hierarchy ID

Manually copy from Non ECC source

Must be 'SY_INV' for Syensqo's Investment Classification Hierarchy

4

DCT

HIER_CATG

Hierarchy Subtype

S/4 Hana

UHDT_VRSN

HIER_CATG

Hierarchy Subtype

Manually copy from Non ECC source

Must be 'ZINV' for Syensqo's Investment Classification Hierarchy

5

S/4 Hana

UHDT_VRSN

UPDATED_AT

Version Updated Time

System Generated

6

S/4 Hana

UHDT_VRSN

UPDATED_BY

Version Updated By

System Generated

7

S/4 Hana

UHDT_VRSN

CREATED_AT

Version Creation Time

System Generated

8

S/4 Hana

UHDT_VRSN

CREATED_BY

Version Created By

System Generated

9

S/4 Hana

UHDT_VRSN

LOCKED_BY

User Name

System Generated

10

S/4 Hana

UHDT_VRSN

LOCKED_AT

Version locked at

System Generated

11

S/4 Hana

UHDT_VRSN

MAINTENANCE_LANG

Language Key

System Generated

12

S/4 Hana

UHDT_NODE

NODE_ID

Node ID

System Generated

13

S/4 Hana

UHDT_NODE

VER_ID

Version ID

System Generated

14

DCT

NODE_PID

Node Parent ID

S/4 Hana

UHDT_NODE

NODE_PID

Node Parent ID

Mandatory

Manually copy from Non ECC source

15

DCT

NODE_TYPE

Node Type

S/4 Hana

UHDT_NODE

NODE_TYPE

Node Type

Mandatory

Manually copy from Non ECC source

For the Syensqo Investment Classification hierarchy these are:
- R = Root Node (automatically assigned, 1:1 with hierarchy)
- N = Inner Node (level 1, 2 or 3)
- L = Leaf Node (level 4)

16

S/4 Hana

UHDT_NODE

NODE_ENTITY

Business Entity Name

System Generated

17

S/4 Hana

UHDT_NODE

NODE_LEVEL

Node Level

System Generated

18

DCT

NODE_LVAL

Node Low Value

S/4 Hana

UHDT_NODE

NODE_LVAL

Node Low Value

Mandatory. Manually copy from Non ECC source

19

S/4 Hana

UHDT_NODE

CREATED_AT

Node Creation Time

System Generated

20

S/4 Hana

UHDT_NODE

CREATED_BY

Node Created By

System Generated

21

S/4 Hana

UHDT_NODE

UPDATED_AT

Node Updated Time

System Generated

22

S/4 Hana

UHDT_NODE

UPDATED_BY

Node Updated By

System Generated

23

S/4 Hana

UHDT_NTXT

NODE_ID

Node ID (for Text)

System Generated

24

S/4 Hana

UHDT_NTXT

LANG

Language Key (Node Text)

System Generated

25

DCT

LVAL_TXT

Node Low Text

S/4 Hana

UHDT_NTXT

LVAL_TXT

Node Low Text

Mandatory. Manually copy from Non ECC source

26

S/4 Hana

UHDT_NTXT

VER_ID

Version ID (Hierarchy for Node Text)

System Generated

27

S/4 Hana

UHDT_NATTRVALS

NODE_ID

Node ID (for Attribute)

System Generated

28

S/4 Hana

UHDT_NATTRVALS

ATTR_NAME

Attribute Name

System Generated

29

DCT

ATTR_LVAL

Attribute Low Value

S/4 Hana

UHDT_NATTRVALS

ATTR_LVAL

Attribute Low Value

Mandatory. Manually copy from Non ECC source

Value of the Node Attribute, selected from the allowed list of values defined in configuration.

-ZCLASS (Classification) must be 'Investment Category', 'Main Business Driver', 'Sub Business Driver' or 'Investment Reason

- ZSCORE must be a valid entry on the Scoring Methodology master data table /SYQ/T_SCORING_METH.

Field	Description
SCORING_METHOD_CD	Scoring Methodology Code
SCORING_METHOD	Scoring Methodology Description
ACTIVE	ACTIVE

Dropdown to have both code and description.

-ZFUNC must be a valid entries (multiple entries are allowed) on the Functions master data table /SYQ/T_FUNCTION

Field	Description
FUNCTION_CD	Function Code
FUNCTION_DESC	Function Description
ACTIVE	ACTIVE

Dropdown to have both code and description

30

S/4 Hana

UHDT_NATTRVALS

VER_ID

Version ID (Hierarchy for Node Attribute)

System Generated

List of Custom Target Reports for this object is maintained here: Conversion Specification - Custom Reports Register.

CNV_1192_Investment Classification Global Hierarchy template

Transformation Mapping

Mapping Table Name	Mapping Table Description
Not applicable

Transformation Dependencies

List the steps that need to occur before transformation can commence

Item #	Step Description	Team Responsible
	Not applicable

Pre-Load Validation

Project Team

Completeness

Task	Action
Verify Record Count	SyWay I2M Data Team to verify that the total number of relevant records from the DCT is equal to the total number of records in the Preload and Load Sheets.

Accuracy

Task

Action

Conversion Accuracy

SyWay I2M Data Team to verify that all fields below meet pass the checks:

Mandatory Fields
Null Checks
Text Length Checks

Review Error Reports

Review and correct the errors. Achieve a zero-error record count as much as possible. Raise defects for data remediated and requiring a correction in the source (DCT) data.

Business

Completeness

Task	Action
Verify Record Count	Business Data Owner/s to verify that the total number of relevant records from the DCT is equal to the total number of records in the Preload and Load Sheets.

Accuracy

Task	Action
Conversion Accuracy	Business Data Owner/s to verify that all the data in the load table/file is accurate as per endorsed transformation/mapping rules (and signed-off DCT data).

Load

The load process includes:

Execute the automated data load into target system using load tool or product the load file if the load must be done manually
For Mock 1: All data will be loaded into both the S/4 ROW and S/4 China clients. To be included in mock-1 cut-over strategy document
Post load, activate global hierarchy in SAP S/4HANA via Manage Global Hierarchies Fiori app (F2918) to make the hierarchy available for real-time reporting. Step required for mock-1 only.

Note: Once MDM is available the replication will be done from MDM to both instances ROW and China.

Load Run Sheet

Item #

Step Description

Team Responsible

1

Manually create the hierarchy header/root node in each instance (ROW and China)

Data Team

2

Load using fiori app Via Manage Global Hierarchies fiori app (F2918) or Custom Load Program.

Note: Syniti to evaluate whether standard app can be used for multiple entries upload or required custom program. If custom load program is used, load the nodes and single-value attributes via the app then load multi-value attributes via program.

Data Team

3

Business

Completeness

TaskAction

Verify Record Count

Business Data Owner/s to verify that the total number of relevant records from the DCT is equal to the total number of records in the Preload and Load Sheets.

Accuracy

TaskAction

Conversion Accuracy

Business Data Owner/s to verify that all the data in the load table/file is accurate as per endorsed transformation/mapping rules (and signed-off DCT data).

Load

The load process includes:

Execute the automated data load into target system using load tool or product the load file if the load must be done manually
Once the data is loaded to the target system, it will be extracted and prepared for Post Load Data Validation
Migration load to be done to ROW instance with replication to other S/4 Hana instances via interface (API) to the China and CUI instance. To be included in cut-over strategy document.

Load Run Sheet

Item #	Step Description	Team Responsible
1	Load using transaction custom upload	Data Team
2	Load 3 records for < > to validate if data is loaded successfully without errors	Data Team
4	Proceed with full load if step 3 Load 3 records for < > to validate if data is loaded successfully without errorsis validated	Data Team
5	Validate few records loaded by accessing Manage Global Hierarchies Fiori App	Data Team
6	Generate post load report if step 5 is validated	Data Team
7	Activate Global hierarchy in SAP S/4 Hana via fiori app Manage Global Hierarchies (required for Mock1)	Data Team
4	Proceed with full load if steps 2 and 3 are validated	Data Team
5	Validate few records loaded by accessing Portfolio Bucket Structure App	Data Team
6	Generate post load report if step 5 is validated	Data Team

Load Phase and Dependencies

Configuration

8

All steps (from 2 to 7) must be repeated for S/4 ROW and then China

Data Team

Load Phase and Dependencies

Configuration

Configuration Item

Item #	Configuration Item
1	Custom table /SYQ/T_SCORING_METH with fields SCORING_METHOD_CD, SCORING_METHOD, ACTIVE
2	Custom table /SYQ/T_FUNCTION with fields FUNCTION_CD, FUNCTION_DESC, ACTIVE
3	Custom table /SYQ/T_INVEST_RSN-INVEST_RSN_CD
4	Global Hierarchy Type ZINV	Item #

Conversion Objects

Object #	Preceding Object Conversion Approach
	Not applicable

Error Handling

Error Type	Error Description	Action Taken
	Not applicable

Post-Load Validation

Project Team

Completeness

Task	Action
Verify Count	SyWay I2M Data Team to verify the record count created in target target S/4 HANA 4HANA ROW and China instances by accessing post load reports or standard reports from S/4 HANA.
Verify Logs	Check if there is data that failed to load and perform the necessary actions (e.g. register as post load issue or attempt to load the record again, etc.)., etc.).

Accuracy

Task	Action
Conversion Accuracy	Verify that the tables in target S/4HANA ROW and China instances were loaded correctly via SE16 download

Business

Completeness

Task

Action

Verify Count

Extract data in S/4HANA ROW and China instances via fiori tile and verify the count.

For multi-value attributes, verify count with reconciliation report generated in Syniti ADMM

Accuracy

Task	Action
Conversion Accuracy	Verify that the tables in target S/4 HANA were loaded correctly via SE16 download

Business

Completeness

TaskAction

Verify Count

Extract data in S/4HANA ROW and China instances via fiori tile and check correct value match.

For multi-value attributes, use reconciliation report generated in Syniti ADMM and verify the value match.

Accuracy

Action

Task

Key Assumptions

Master Data Standard is up to date as on the date of documenting this conversion approach and data load.
Project Scoring and Other dropdowns - Investment Classification Global Hierarchy is in scope based on data design and any exception requested by business.

</END CR359>

Change log

Change History

limit	10

Apr 17, 2026	Actor	Type	Activity
Revision under Review	UPADHYAY-ext, Anjali	Comment	commented 12:38 am I think its already included. so just refer to it
Apr 02, 2026
	NADAR-ext, Parvati	Edit	updated the page at 10:14 am Other contributors:
	CONNELLY-ext, Delia	Comment	commented 9:41 am this won't work for multi-value attributes
	CONNELLY-ext, Delia	Edit	updated the page at 9:41 am
Apr 01, 2026
	NADAR-ext, Parvati	Comment	commented 4:33 pm update done
		Comment	commented 4:30 pm update done
		Comment	commented 4:30 pm update done
		Comment	commented 4:29 pm update done
		Edit	updated the page at 4:28 pm
	CONNELLY-ext, Delia	Comment	commented 2:33 pm S4HANA ROW and China instances
		Comment	commented 2:32 pm S4HANA ROW and China instances
		Comment	commented 2:32 pm S4HANA ROW and China instances
		Comment	commented 2:32 pm S4HANA ROW and China instances
		Comment	commented 2:31 pm can you specify S4HANA ROW and China instances

Workflow history

Space shortcuts

Page tree

Page History

Versions Compared

Old Version 3

New Version Current

Key

Purpose

Conversion Scope

Conversion Scope

Additional Information

Multi-language Requirement

Target Design

Data Cleansing

Conversion Process

Extraction

Extraction Run Sheet

Extraction Dependencies

Transformation

Transformation Run Sheet

Transformation Dependencies

Pre-Load Validation

Project Team

Completeness

Accuracy

Data Cleansing

Conversion Process

Extraction

Extraction Run Sheet

Extraction Dependencies

Transformation

Transformation Run Sheet

Transformation Dependencies

Pre-Load Validation

Project Team

Completeness

Accuracy

Business

Completeness

Accuracy

Load

Load Run Sheet

Business

Completeness

Accuracy

Load

Load Run Sheet

Conversion Objects

Error Handling

Post-Load Validation

Project Team

Completeness

Accuracy

Business

Completeness

Accuracy

Business

Completeness

Accuracy

Key Assumptions

See also

Change log