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 '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 which are created in S/4 HANA following the Project Scoring and Other dropdowns Master Data Design Standard.

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. For subsequent conversion cycles, data will be loaded into the Master Data Management (MDM) system and replicated to S4HANA.

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 Specification.

Additional Information

Multi-language Requirement

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
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:

SyWay Project > CNV-1192 Project Scoring and Other dropdowns > image-2025-10-17_16-53-34.png

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) Note: Syniti to evaluate whether standard app can be used for multiple entries upload or required custom program.	Data Team
3	Load 3 records for < > to validate if data is loaded successfully without errors	Data Team
4	Proceed with full load if step 3 is 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
8	All steps (from 2 to 7) must be repeated for S/4 ROW and then China	Data Team

Load Phase and Dependencies

Configuration

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

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 S/4 HANA by accessing post load 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.).

Accuracy

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

Business

Completeness

Task	Action
Verify Count	Extract data in S/4 Hana via fiori tile and verify the count

Accuracy

Task	Action
Verify Count	Extract data in S/4 Hana via fiori tile and check correct value match.

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>

Purpose

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

Business

Completeness

Accuracy

Load

Load Run Sheet

Conversion Objects

Error Handling

Post-Load Validation

Project Team

Completeness

Accuracy

Business

Completeness

Accuracy

Key Assumptions

See also

Change log