{ "artifact_type": "tabular_manifold", "artifact_version": "1.2", "manifold_kind": "entity_profile", "subject": { "entity_type": "supplier", "parent_supplier_id": "CAP-7a3f9e2b4d8c1062", "final_supplier_name": "Helvian Specialty Polymers GmbH", "supplier_country": "DE", "supplier_city": "Düsseldorf", "duns": "31-440-0921" }, "time_window": { "start": "2024-05-01", "end": "2026-04-30", "granularity": "month" }, "level_0_summary": { "observation_count": 180, "time_coverage": { "first_purchase_date": "2024-05-08", "last_purchase_date": "2026-04-28", "window_days": 720 }, "distribution": { "min": 0.88, "max": 13.26, "mean": 2.7919, "median": 1.01, "stddev": 2.9626, "cv": 1.0611 }, "reliability": { "sample_size_class": "robust", "sample_size_n": 180, "confidence_in_mean": { "level": 0.95, "margin_of_error": 0.4329, "interval": [2.359, 3.2248] }, "data_quality_score": 0.94, "data_quality_notes": "All 180 PO lines have supplier attribution, unit_price, and qty. 16 of 18 distinct items have ≥2 PO lines (eligible for per-item CV). Two items appear only once and are excluded from price-discipline metric.", "staleness": { "last_observation": "2026-04-28", "days_since_last": 33, "is_stale": false, "stale_threshold_days": 90 } }, "quality_flags": { "low_sample_size": false, "missing_periods": false, "data_staleness": false, "high_variance": false, "suspected_outliers": true, "imputation_applied": false, "schema_drift_detected": false, "level_1_item_truncated": true, "level_1_commodity_truncated": false, "is_single_item_supplier": false, "high_item_concentration": false }, "financial_summary": { "total_spend_usd": 5672418.4, "total_qty_received": 5070918, "qty_uom": "mixed", "po_count": 111, "po_line_count": 180, "avg_spend_per_po_line": 31513.44, "item_count": 18, "pct_of_total_spend": 0.002727, "population_rank": 67, "population_size": 8612 }, "price_stability": { "cv": 1.0611, "weighted_avg_item_cv": 0.0417, "items_with_pricing_data": 16, "pricing_data_coverage_pct": 0.9962, "discipline_rating": "Excellent", "rating_basis": { "metric": "weighted_avg_item_cv", "threshold_excellent": 0.1, "threshold_good": 0.25, "threshold_fair": 0.5, "note": "Spend-weighted per-item CV isolates pricing volatility from product-mix. The global CV (1.06) is high because Helvian sells both pellet-grade resin ($1-3/lb) and adhesive grades ($12-14/lb), which collapses into noise on a global mean. The 0.042 per-item figure reveals Helvian as a disciplined vendor on every individual SKU." } }, "item_concentration": { "item_count": 18, "hhi": 0.4202, "top_item_pct": 0.6084, "top_3": [ { "rank": 1, "ca_item_number": "CA-bff048a3c1f7.7e8a05", "cleansed_part_name": "Bioguard PE-775 Specialty Film Roll", "spend": 3451200.0, "pct_of_spend": 0.6084 }, { "rank": 2, "ca_item_number": "CA-3d29c14e7f5a.92b1d4", "cleansed_part_name": "Helbond E-440 Epoxy Adhesive", "spend": 1128500.0, "pct_of_spend": 0.1990 }, { "rank": 3, "ca_item_number": "CA-72f5b91e08ad.51c6e8", "cleansed_part_name": "HelStab Zn-200 Zinc Stearate Stabilizer", "spend": 311500.0, "pct_of_spend": 0.0549 } ] }, "commodity_concentration": { "commodity_group_count": 6, "primary_commodity_group": "Polyethylene & PET Films and Sheets", "pct_in_primary": 0.6084 }, "relationship": { "first_purchase_date": "2024-05-08", "last_purchase_date": "2026-04-28", "relationship_days": 720, "avg_monthly_po_frequency": 4.63, "payment_terms": "Net 45", "preferred_vendor_status": false, "active_contracts": [ {"contract_id": "TFX-HEL-2024-Q3-PE-FILM", "scope": "Bioguard PE-775 Film, 12-month volume commitment", "expires": "2025-09-30", "auto_renewed": true}, {"contract_id": "TFX-HEL-2025-EPOXY-MSA", "scope": "Helbond E-440 master services agreement", "expires": "2027-06-30"} ] }, "interpretation_hints": [ "Helvian is a 4-commodity strategic vendor ($5.67M / yr, 18 SKUs) with concentration on Bioguard PE-775 Film (61% of supplier spend). Treat as Tier-2 strategic, not commodity.", "Per-item pricing discipline is excellent (weighted CV 0.042) — this is a vendor that holds price under contract. Global CV (1.06) is misleading because their portfolio spans pellet resin and adhesive grades at 4× different price points.", "Five Zinc Stearate POs were flagged as price_outlier_high at $13.26/lb (z=3.53) — vs. typical sub-$3/lb. Investigate whether this was a spot buy during the 2024-Q4 zinc spike or a contract-pricing error. (See Level 2 telemetry.)", "Cadence is steady (4.6 POs/month) with no missing months — relationship is operationally healthy. PE-775 contract auto-renewed in September 2025; the Helbond E-440 MSA runs to mid-2027." ] }, "level_1_geometry": { "monthly_timeseries": { "format": "row_objects_v1", "granularity": "month", "primary_sort": "period_asc", "missing_periods": [], "rows": [ {"period": "2024-05", "n": 7, "spend": 142510.20, "qty": 50716, "mean_unit_price": 7.39, "stddev_unit_price": 4.21}, {"period": "2024-06", "n": 5, "spend": 81045.60, "qty": 82415, "mean_unit_price": 2.32, "stddev_unit_price": 0.18}, {"period": "2024-07", "n": 7, "spend": 241413.40, "qty": 184332, "mean_unit_price": 2.34, "stddev_unit_price": 0.21}, {"period": "2024-08", "n": 6, "spend": 204844.90, "qty": 200634, "mean_unit_price": 1.40, "stddev_unit_price": 0.12}, {"period": "2024-09", "n": 14, "spend": 240280.80, "qty": 178709, "mean_unit_price": 3.11, "stddev_unit_price": 2.94}, {"period": "2024-10", "n": 3, "spend": 82686.40, "qty": 80411, "mean_unit_price": 1.96, "stddev_unit_price": 0.09}, {"period": "2024-11", "n": 6, "spend": 234861.70, "qty": 183397, "mean_unit_price": 1.65, "stddev_unit_price": 0.13}, {"period": "2024-12", "n": 7, "spend": 163021.70, "qty": 162418, "mean_unit_price": 1.97, "stddev_unit_price": 0.31}, {"period": "2025-01", "n": 7, "spend": 209974.20, "qty": 166512, "mean_unit_price": 3.50, "stddev_unit_price": 4.18}, {"period": "2025-02", "n": 10, "spend": 219787.40, "qty": 176128, "mean_unit_price": 2.96, "stddev_unit_price": 0.42}, {"period": "2025-03", "n": 9, "spend": 190154.20, "qty": 171281, "mean_unit_price": 2.66, "stddev_unit_price": 0.34}, {"period": "2025-04", "n": 9, "spend": 243307.00, "qty": 187728, "mean_unit_price": 2.40, "stddev_unit_price": 0.21}, {"period": "2025-05", "n": 10, "spend": 258390.30, "qty": 209325, "mean_unit_price": 4.00, "stddev_unit_price": 4.85}, {"period": "2025-06", "n": 6, "spend": 109385.80, "qty": 88109, "mean_unit_price": 2.78, "stddev_unit_price": 0.29}, {"period": "2025-07", "n": 12, "spend": 726120.50, "qty": 711676, "mean_unit_price": 2.66, "stddev_unit_price": 0.31}, {"period": "2025-08", "n": 6, "spend": 213940.10, "qty": 213177, "mean_unit_price": 1.72, "stddev_unit_price": 0.14}, {"period": "2025-09", "n": 9, "spend": 285152.60, "qty": 214249, "mean_unit_price": 4.29, "stddev_unit_price": 4.62}, {"period": "2025-10", "n": 5, "spend": 118152.80, "qty": 121884, "mean_unit_price": 1.77, "stddev_unit_price": 0.11}, {"period": "2025-11", "n": 10, "spend": 545909.40, "qty": 593337, "mean_unit_price": 1.41, "stddev_unit_price": 0.18}, {"period": "2025-12", "n": 11, "spend": 294870.50, "qty": 171611, "mean_unit_price": 3.68, "stddev_unit_price": 4.41}, {"period": "2026-01", "n": 3, "spend": 78992.30, "qty": 86009, "mean_unit_price": 1.88, "stddev_unit_price": 0.12}, {"period": "2026-02", "n": 8, "spend": 356894.70, "qty": 341574, "mean_unit_price": 3.07, "stddev_unit_price": 4.31}, {"period": "2026-03", "n": 7, "spend": 340800.30, "qty": 375264, "mean_unit_price": 1.16, "stddev_unit_price": 0.09}, {"period": "2026-04", "n": 3, "spend": 106044.10, "qty": 120022, "mean_unit_price": 0.88, "stddev_unit_price": 0.04} ] }, "item_rollup": { "format": "row_objects_v1", "rank_metric": "spend", "rows": [ { "rank": 1, "ca_item_number": "CA-bff048a3c1f7.7e8a05", "cleansed_part_name": "Bioguard PE-775 Specialty Film Roll", "commodity_group_label": "Polyethylene & PET Films and Sheets", "ai_commodity": "Specialty PE Film for Medical Lidding", "spend": 3451200.0, "pct_of_spend": 0.6084, "po_count": 34, "po_line_count": 90, "qty": 3655509, "qty_uom": "ft²", "first_purchase": "2024-05-08", "last_purchase": "2026-04-28", "item_cv": 0.038 }, { "rank": 2, "ca_item_number": "CA-3d29c14e7f5a.92b1d4", "cleansed_part_name": "Helbond E-440 Epoxy Adhesive", "commodity_group_label": "Industrial Adhesives and Sealants", "ai_commodity": "Two-Component Epoxy Adhesive", "spend": 1128500.0, "pct_of_spend": 0.1990, "po_count": 7, "po_line_count": 7, "qty": 1205010, "qty_uom": "g", "first_purchase": "2025-07-19", "last_purchase": "2026-03-15", "item_cv": 0.027 }, { "rank": 3, "ca_item_number": "CA-72f5b91e08ad.51c6e8", "cleansed_part_name": "HelStab Zn-200 Zinc Stearate Stabilizer", "commodity_group_label": "Metallic Stearates & Stabilizer Additives", "ai_commodity": "Zinc Stearate Stabilizer Powder", "spend": 311500.0, "pct_of_spend": 0.0549, "po_count": 7, "po_line_count": 9, "qty": 23450, "qty_uom": "kg", "first_purchase": "2024-05-22", "last_purchase": "2026-02-18", "item_cv": 0.612, "notes": "Per-item CV elevated due to five spot-buy lines at $13.26/lb (z=3.53). Contract price is $2.85/lb." }, { "rank": 4, "ca_item_number": "CA-c27175644e69.cb3840", "cleansed_part_name": "HelComp S-160 Mechanical Assembly Component", "commodity_group_label": "Mechanical Assembly Components", "ai_commodity": "Custom Machined Polymer Component", "spend": 290300.0, "pct_of_spend": 0.0512, "po_count": 4, "po_line_count": 4, "qty": 67386, "qty_uom": "ea", "first_purchase": "2024-07-15", "last_purchase": "2025-12-04", "item_cv": 0.018 }, { "rank": 5, "ca_item_number": "CA-7b03d683b2d1.d01780", "cleansed_part_name": "HelStab T-7021 Tin-Based Stabilizer", "commodity_group_label": "Polymer Stabilizer & Antioxidant Additives", "ai_commodity": "Organotin Heat Stabilizer", "spend": 112950.0, "pct_of_spend": 0.0199, "po_count": 5, "po_line_count": 5, "qty": 13225, "qty_uom": "kg", "first_purchase": "2024-09-12", "last_purchase": "2025-12-30", "item_cv": 0.054 } ], "truncation": { "method": "pareto", "target_coverage": 0.8, "min_rows": 5, "max_rows": 50, "rows_included": 5, "rows_truncated": 13, "tie_break": "tie_extended_by_spend_v2", "tail_summary": { "rows_truncated": 13, "spend": 377968.4, "pct_of_spend": 0.0666, "po_count": 62, "po_line_count": 65, "qty": 106338, "distinct_commodity_groups": 4, "first_purchase": "2024-05-19", "last_purchase": "2026-03-10", "tail_commodity_mix": [ {"commodity_group_label": "Polymer Stabilizer & Antioxidant Additives", "spend": 161018.4, "pct_of_tail": 0.4260}, {"commodity_group_label": "Industrial Adhesives and Sealants", "spend": 89540.0, "pct_of_tail": 0.2369}, {"commodity_group_label": "Mechanical Assembly Components", "spend": 79410.0, "pct_of_tail": 0.2101}, {"commodity_group_label": "Polyethylene & PET Films and Sheets", "spend": 48000.0, "pct_of_tail": 0.1270} ] } } }, "commodity_rollup": { "format": "row_objects_v1", "rank_metric": "spend", "rows": [ { "rank": 1, "commodity_group": "Polyethylene & PET Films and Sheets", "spend": 3499200.0, "pct_of_spend": 0.6169, "items": 2, "po_count": 36, "po_line_count": 92, "first_purchase": "2024-05-08", "last_purchase": "2026-04-28" }, { "rank": 2, "commodity_group": "Industrial Adhesives and Sealants", "spend": 1218040.0, "pct_of_spend": 0.2147, "items": 3, "po_count": 9, "po_line_count": 11, "first_purchase": "2025-07-19", "last_purchase": "2026-03-15" }, { "rank": 3, "commodity_group": "Metallic Stearates & Stabilizer Additives", "spend": 311500.0, "pct_of_spend": 0.0549, "items": 1, "po_count": 7, "po_line_count": 9, "first_purchase": "2024-05-22", "last_purchase": "2026-02-18" }, { "rank": 4, "commodity_group": "Mechanical Assembly Components", "spend": 369710.0, "pct_of_spend": 0.0652, "items": 4, "po_count": 8, "po_line_count": 8, "first_purchase": "2024-07-15", "last_purchase": "2025-12-04" }, { "rank": 5, "commodity_group": "Polymer Stabilizer & Antioxidant Additives", "spend": 273968.4, "pct_of_spend": 0.0483, "items": 8, "po_count": 51, "po_line_count": 60, "first_purchase": "2024-09-12", "last_purchase": "2026-03-10" } ], "truncation": { "method": "pareto", "target_coverage": 0.95, "min_rows": 3, "max_rows": 20, "rows_included": 5, "rows_truncated": 1, "tail_summary": { "rows_truncated": 1, "spend": 0.0, "pct_of_spend": 0.0 } } } }, "level_2_telemetry": { "row_count_total": 180, "strategy": "preview_outliers", "inline_rows": { "format": "row_objects_v1", "rows": [ {"rn": 1, "po_num": "TFX-2024-09-1488", "date": "2024-09-04", "site": "Holyoke-MA", "ca_item_number": "CA-72f5b91e08ad.51c6e8", "part_description": "HELSTAB ZN-200 ZINC STEARATE STABILIZER", "qty": 2350, "qty_uom": "kg", "unit_price": 13.26, "spend": 31161.00, "z_score": 3.53, "flag": "price_outlier_high"}, {"rn": 2, "po_num": "TFX-2024-05-1019", "date": "2024-05-22", "site": "Holyoke-MA", "ca_item_number": "CA-72f5b91e08ad.51c6e8", "part_description": "HELSTAB ZN-200 ZINC STEARATE STABILIZER", "qty": 1500, "qty_uom": "kg", "unit_price": 13.26, "spend": 19890.00, "z_score": 3.53, "flag": "price_outlier_high"}, {"rn": 3, "po_num": "TFX-2024-05-1019", "date": "2024-05-22", "site": "Holyoke-MA", "ca_item_number": "CA-72f5b91e08ad.51c6e8", "part_description": "HELSTAB ZN-200 ZINC STEARATE STABILIZER", "qty": 3000, "qty_uom": "kg", "unit_price": 13.26, "spend": 39780.00, "z_score": 3.53, "flag": "price_outlier_high"}, {"rn": 4, "po_num": "TFX-2026-02-4012", "date": "2026-02-18", "site": "Indianapolis-IN", "ca_item_number": "CA-72f5b91e08ad.51c6e8", "part_description": "HELSTAB ZN-200 ZINC STEARATE STABILIZER", "qty": 3000, "qty_uom": "kg", "unit_price": 13.26, "spend": 39780.00, "z_score": 3.53, "flag": "price_outlier_high"}, {"rn": 5, "po_num": "TFX-2025-09-3306", "date": "2025-09-16", "site": "Indianapolis-IN", "ca_item_number": "CA-72f5b91e08ad.51c6e8", "part_description": "HELSTAB ZN-200 ZINC STEARATE STABILIZER", "qty": 3000, "qty_uom": "kg", "unit_price": 13.26, "spend": 39780.00, "z_score": 3.53, "flag": "price_outlier_high"}, {"rn": 6, "po_num": "TFX-2025-07-2933", "date": "2025-07-22", "site": "Indianapolis-IN", "ca_item_number": "CA-bff048a3c1f7.7e8a05", "part_description": "BIOGUARD PE-775 FILM ROLL 1372MM x 2500FT", "qty": 250000, "qty_uom": "ft²", "unit_price": 0.95, "spend": 237500.00, "z_score": -0.61, "flag": null}, {"rn": 7, "po_num": "TFX-2025-11-3601", "date": "2025-11-10", "site": "Reynosa-MX", "ca_item_number": "CA-bff048a3c1f7.7e8a05", "part_description": "BIOGUARD PE-775 FILM ROLL 1372MM x 2500FT", "qty": 480000, "qty_uom": "ft²", "unit_price": 0.93, "spend": 446400.00, "z_score": -0.64, "flag": null}, {"rn": 8, "po_num": "TFX-2025-07-2901", "date": "2025-07-19", "site": "Indianapolis-IN", "ca_item_number": "CA-3d29c14e7f5a.92b1d4", "part_description": "HELBOND E-440 EPOXY ADHESIVE TWO-PART KIT", "qty": 175000, "qty_uom": "g", "unit_price": 0.93, "spend": 162750.00, "z_score": -0.63, "flag": null}, {"rn": 9, "po_num": "TFX-2024-07-1241", "date": "2024-07-15", "site": "Holyoke-MA", "ca_item_number": "CA-c27175644e69.cb3840", "part_description": "HELCOMP S-160 MACHINED FITTING - 22MM", "qty": 16850, "qty_uom": "ea", "unit_price": 4.30, "spend": 72455.00, "z_score": 0.51, "flag": null}, {"rn": 10, "po_num": "TFX-2025-03-2418", "date": "2025-03-04", "site": "Düsseldorf-DE", "ca_item_number": "CA-7b03d683b2d1.d01780", "part_description": "HELSTAB T-7021 ORGANOTIN STABILIZER 25KG PAIL", "qty": 2645, "qty_uom": "kg", "unit_price": 8.55, "spend": 22614.75, "z_score": 1.92, "flag": "price_peak_period"} ] }, "retrieval": { "method": "mcp_tool", "tool_name": "technoflex_get_telemetry", "tool_args": { "entity_type": "supplier", "entity_id": "CAP-7a3f9e2b4d8c1062" }, "pagination": { "supports_limit": true, "default_limit": 100, "max_limit": 1000 }, "sql_fallback": { "dialect": "databricks_sql", "query_template": "SELECT p.po_num, p.purchase_order_date AS date, p.site_code AS site, p.ca_item_number, p.part_description, p.qty, p.qty_uom, p.unit_price, p.spend FROM technoflex.silver.purchase_orders p INNER JOIN technoflex.supplier_consolidation.supplier_mapping_lean m ON p.supplier_name = m.original_supplier_name WHERE m.parent_supplier_id = :parent_supplier_id ORDER BY p.purchase_order_date", "query_params": {"parent_supplier_id": "CAP-7a3f9e2b4d8c1062"}, "param_types": {"parent_supplier_id": "string"} } } }, "token_budget": { "level_0_tokens_approx": 720, "level_1_tokens_approx": 2960, "level_2_inline_tokens_approx": 1880, "row_count_total": 180, "inline_row_limit": 10, "compression_ratio_l1_vs_l2": 7.1, "compression_ratio_l0_vs_l2": 18.6, "recommended_strategy": "Read level_0_summary first — Helvian's portfolio mix and excellent per-item discipline are visible there. Use Level 1 item_rollup to identify which SKUs drive spend; jump to Level 2 only for the Zinc Stearate outliers (5 PO lines flagged price_outlier_high) — the rest of the portfolio is routine." }, "lineage": { "manifold_id": "mfld_supplier_CAP-7a3f9e2b4d8c1062_20260501", "computed_at": "2026-05-01T03:14:12.418Z", "computed_by": "technoflex_supplier_profile_v2.4", "qps_entry_id": "qps_technoflex_supplier_CAP-7a3f9e2b4d8c1062_20260501", "inputs": [ { "dataset_id": "technoflex.silver.purchase_orders", "version": "2026-04-30T23:59:59Z", "row_count": 1872044, "as_of_timestamp": "2026-04-30T23:59:59Z" }, { "dataset_id": "technoflex.item_categorization.item_supplier_spend_final", "version": "2026-05-01T02:14:00Z", "row_count": 58241, "as_of_timestamp": "2026-04-30T23:59:59Z" }, { "dataset_id": "technoflex.supplier_consolidation.supplier_mapping_lean", "version": "2026-05-01T02:14:00Z", "row_count": 12943, "as_of_timestamp": "2026-04-30T23:59:59Z" } ], "filters_applied": [ {"field": "parent_supplier_id", "operator": "=", "value": "CAP-7a3f9e2b4d8c1062"}, {"field": "purchase_order_date", "operator": ">=", "value": "2024-05-01"}, {"field": "purchase_order_date", "operator": "<=", "value": "2026-04-30"} ], "transformations": [ "Raw supplier_name values mapped to canonical parent_supplier_id via supplier_mapping_lean", "PO lines aggregated to monthly buckets keyed on purchase_order_date", "weighted_avg_item_cv = sum(item_cv * item_spend_share) over items with ≥2 PO lines", "Item HHI = sum((item_spend / total_supplier_spend)^2)" ], "checksum": { "method": "sha256_row_hash", "value": "7a3f9e2b4d8c106201729c84bf02a1e6d4528f73c91e2b50a87de4fc1093b682" } } }