{ "artifact_type": "tabular_manifold", "artifact_version": "1.2", "manifold_kind": "entity_profile", "subject": { "entity_type": "supplier_category", "sub_commodity_label": "Specialty Chemicals & Additives", "commodity_label": "Industrial Materials & Supplies" }, "time_window": { "start": "2024-05-01", "end": "2026-04-30", "granularity": "month" }, "level_0_summary": { "observation_count": 1520, "time_coverage": { "first_purchase_date": "2024-05-04", "last_purchase_date": "2026-04-29", "window_days": 725 }, "distribution": { "min": 0.0, "max": 39840.0, "mean": 510.2191, "median": 6.65, "stddev": 1797.0382, "cv": 3.5221 }, "reliability": { "sample_size_class": "robust", "sample_size_n": 1520, "confidence_in_mean": { "level": 0.95, "margin_of_error": 90.42, "interval": [419.80, 600.64] }, "data_quality_score": 0.98, "data_quality_notes": "1,520 PO lines across 1,151 unique POs and 57 distinct parent suppliers. 193 of 288 items have ≥2 PO lines and qualify for per-item CV. 100% supplier-attributed; no unattributed spend in this category.", "staleness": { "last_observation": "2026-04-29", "days_since_last": 32, "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_supplier_truncated": true, "level_1_item_truncated": true, "level_1_industry_truncated": false, "is_single_supplier_category": false, "is_single_item_category": false, "high_supplier_concentration": false, "high_item_concentration": false, "mixed_direct_indirect": false }, "financial_summary": { "total_spend_usd": 35612400.0, "total_qty_received": 17492966, "qty_uom": "mixed", "po_count": 1151, "po_line_count": 1520, "avg_spend_per_po_line": 23429.74, "supplier_count": 57, "item_count": 288, "industry_count": 35, "pct_of_total_spend": 0.01712, "population_rank": 11, "population_size": 268 }, "direct_indirect_mix": { "direct_spend": 30690764.40, "indirect_spend": 4921635.60, "unknown_spend": 0, "direct_pct": 0.8618, "indirect_pct": 0.1382, "unknown_pct": 0, "classification": "predominantly_direct" }, "price_stability": { "cv": 3.5221, "weighted_avg_item_cv": 0.1712, "items_with_pricing_data": 193, "pricing_data_coverage_pct": 0.9802, "discipline_rating": "Good", "rating_basis": { "metric": "weighted_avg_item_cv", "threshold_excellent": 0.1, "threshold_good": 0.25, "threshold_fair": 0.5, "note": "Per-item CV (0.171) is in the 'Good' band — vendor base honors contract pricing within tolerance. Global CV (3.52) is mechanically large because the category spans both bulk PVDC resin ($24/kg) and rare-earth catalysts ($39,840/unit) under one umbrella. Per-item is the right read." } }, "supplier_concentration": { "supplier_count": 57, "hhi": 0.2041, "top_supplier_pct": 0.4174, "top_3": [ { "rank": 1, "parent_supplier_id": "CAP-024d64e11901d602", "supplier_name": "Solynix Chimie SA", "spend": 14866610.00, "pct_of_spend": 0.4174 }, { "rank": 2, "parent_supplier_id": "CAP-50ebf489227504a2", "supplier_name": "Voltris Specialty Chemicals", "spend": 3162381.00, "pct_of_spend": 0.0888 }, { "rank": 3, "parent_supplier_id": "CAP-d9fd0ee226996d43", "supplier_name": "Aerolex Industrial Gases", "spend": 2770645.00, "pct_of_spend": 0.0778 } ] }, "item_diversity": { "item_count": 288, "hhi": 0.0515, "top_item_pct": 0.1493 }, "industry_breakdown": { "industry_count": 35, "primary_industry": "Chemicals", "pct_in_primary": 0.4335 }, "relationship": { "first_purchase_date": "2024-05-04", "last_purchase_date": "2026-04-29", "relationship_days": 725, "avg_monthly_po_frequency": 47.96 }, "interpretation_hints": [ "$35.6M category, 57-vendor base, predominantly direct (86%) — this looks healthy at the portfolio level (HHI 0.204, item HHI 0.052) and pricing discipline is 'Good' (weighted CV 0.171).", "Concentration story is one-sided: Solynix Chimie sits at 41.7% of category spend, almost all on DIOFAN PVDC coating resins (items 1, 3, 7 in the item rollup). The strategic exposure isn't the vendor relationship — it's the PVDC-coating BOM dependence. Loss of Solynix without 12-month qualification on Asahi Kasei Saran would shut Healthcare Packaging blister lines.", "Direct/indirect split (86/14) is healthy for a chemicals category. The 14% indirect is largely Aerolex (industrial gases) and ICDM (distribution markup) — both expected, not corrective signals.", "Outlier surfaced: an Aerolex N-Butane PO line at $39,840/unit (z=21.89) in 2024-05. Almost certainly a unit-of-measure error (priced per railcar vs. per kg). Worth a one-line correction in source data — see Level 2." ] }, "level_1_geometry": { "monthly_timeseries": { "format": "row_objects_v1", "granularity": "month", "primary_sort": "period_asc", "missing_periods": [], "rows": [ {"period": "2024-05", "n": 41, "spend": 731420.10, "qty": 603064, "mean_unit_price": 70.44, "stddev_unit_price": 1450.21}, {"period": "2024-06", "n": 55, "spend": 1698244.30, "qty": 1434775, "mean_unit_price": 630.11, "stddev_unit_price": 1825.34}, {"period": "2024-07", "n": 56, "spend": 660829.40, "qty": 716424, "mean_unit_price": 92.29, "stddev_unit_price": 280.50}, {"period": "2024-08", "n": 62, "spend": 1732458.20, "qty": 711891, "mean_unit_price": 760.74, "stddev_unit_price": 1942.18}, {"period": "2024-09", "n": 61, "spend": 1721405.10, "qty": 789456, "mean_unit_price": 560.07, "stddev_unit_price": 1745.62}, {"period": "2024-10", "n": 72, "spend": 1968392.40, "qty": 524777, "mean_unit_price": 824.78, "stddev_unit_price": 2018.95}, {"period": "2024-11", "n": 36, "spend": 580652.70, "qty": 447733, "mean_unit_price": 56.91, "stddev_unit_price": 188.40}, {"period": "2024-12", "n": 61, "spend": 1396204.50, "qty": 783536, "mean_unit_price": 483.09, "stddev_unit_price": 1612.77}, {"period": "2025-01", "n": 44, "spend": 894358.10, "qty": 482316, "mean_unit_price": 305.40, "stddev_unit_price": 1024.31}, {"period": "2025-02", "n": 41, "spend": 1102132.80, "qty": 635943, "mean_unit_price": 726.99, "stddev_unit_price": 1885.48}, {"period": "2025-03", "n": 49, "spend": 1226715.20, "qty": 663512, "mean_unit_price": 673.86, "stddev_unit_price": 1798.04}, {"period": "2025-04", "n": 48, "spend": 928930.10, "qty": 413061, "mean_unit_price": 323.58, "stddev_unit_price": 1024.55}, {"period": "2025-05", "n": 51, "spend": 1406104.30, "qty": 671280, "mean_unit_price": 401.35, "stddev_unit_price": 1241.20}, {"period": "2025-06", "n": 78, "spend": 2027172.40, "qty": 766606, "mean_unit_price": 761.53, "stddev_unit_price": 1924.50}, {"period": "2025-07", "n": 51, "spend": 732449.80, "qty": 611763, "mean_unit_price": 15.53, "stddev_unit_price": 28.10}, {"period": "2025-08", "n": 80, "spend": 2071129.30, "qty": 911178, "mean_unit_price": 829.11, "stddev_unit_price": 2042.18}, {"period": "2025-09", "n": 78, "spend": 1190392.20, "qty": 605671, "mean_unit_price": 235.86, "stddev_unit_price": 818.62}, {"period": "2025-10", "n": 84, "spend": 1467481.50, "qty": 667818, "mean_unit_price": 195.64, "stddev_unit_price": 654.30}, {"period": "2025-11", "n": 73, "spend": 1385497.60, "qty": 662231, "mean_unit_price": 432.10, "stddev_unit_price": 1424.78}, {"period": "2025-12", "n": 84, "spend": 2045416.30, "qty": 823822, "mean_unit_price": 590.72, "stddev_unit_price": 1782.50}, {"period": "2026-01", "n": 103, "spend": 2133391.70, "qty": 890361, "mean_unit_price": 315.72, "stddev_unit_price": 980.41}, {"period": "2026-02", "n": 54, "spend": 1859485.40, "qty": 711199, "mean_unit_price": 687.75, "stddev_unit_price": 1842.50}, {"period": "2026-03", "n": 46, "spend": 1243307.20, "qty": 565750, "mean_unit_price": 410.65, "stddev_unit_price": 1280.14}, {"period": "2026-04", "n": 54, "spend": 1302540.10, "qty": 735930, "mean_unit_price": 502.37, "stddev_unit_price": 1402.85} ] }, "supplier_rollup": { "format": "row_objects_v1", "rank_metric": "spend", "rows": [ { "rank": 1, "parent_supplier_id": "CAP-024d64e11901d602", "supplier_name": "Solynix Chimie SA", "industry": "Specialty chemicals / PVDC barrier resins", "supplier_country": "FR", "direct_indirect": "Direct", "spend": 14866610.00, "pct_of_spend": 0.4174, "item_count": 6, "po_count": 139, "po_line_count": 139, "first_purchase": "2024-05-04", "last_purchase": "2026-04-17", "primary_item": "DIOFAN A-736 PVDC Coating Resin" }, { "rank": 2, "parent_supplier_id": "CAP-50ebf489227504a2", "supplier_name": "Voltris Specialty Chemicals", "industry": "Specialty chemicals / PVC stabilizers", "supplier_country": "GB", "direct_indirect": "Direct", "spend": 3162381.00, "pct_of_spend": 0.0888, "item_count": 6, "po_count": 38, "po_line_count": 54, "first_purchase": "2024-05-04", "last_purchase": "2026-04-08" }, { "rank": 3, "parent_supplier_id": "CAP-d9fd0ee226996d43", "supplier_name": "Aerolex Industrial Gases", "industry": "Industrial gases / blowing agents", "supplier_country": "US", "direct_indirect": "Direct", "spend": 2770645.00, "pct_of_spend": 0.0778, "item_count": 10, "po_count": 194, "po_line_count": 201, "first_purchase": "2024-05-15", "last_purchase": "2026-04-21" }, { "rank": 4, "parent_supplier_id": "CAP-963c816a552d94b5", "supplier_name": "Bellgate Chemicals Co Ltd", "industry": "Specialty chemicals / pharma raw materials", "supplier_country": "HK", "direct_indirect": "Direct", "spend": 2457256.00, "pct_of_spend": 0.0690, "item_count": 70, "po_count": 203, "po_line_count": 214, "first_purchase": "2024-05-04", "last_purchase": "2026-04-06" }, { "rank": 5, "parent_supplier_id": "CAP-87fb81a33d637c5f", "supplier_name": "ICDM Specialty Distribution", "industry": "Specialty chemicals distribution", "supplier_country": "NL", "direct_indirect": "Indirect", "spend": 2272071.00, "pct_of_spend": 0.0638, "item_count": 31, "po_count": 144, "po_line_count": 169, "first_purchase": "2024-05-10", "last_purchase": "2026-04-19" }, { "rank": 6, "parent_supplier_id": "CAP-7fbe923bf5fe3bda", "supplier_name": "Lumiquant Advanced Materials", "industry": "Specialty chemicals / TPU", "supplier_country": "US", "direct_indirect": "Direct", "spend": 1563384.00, "pct_of_spend": 0.0439, "item_count": 8, "po_count": 55, "po_line_count": 61, "first_purchase": "2024-05-06", "last_purchase": "2026-03-07" }, { "rank": 7, "parent_supplier_id": "CAP-fae65840b1dad26e", "supplier_name": "Zhenjie Union Chemical Industry Co., Ltd.", "industry": "Chemical manufacturing / plasticizers", "supplier_country": "CN", "direct_indirect": "Direct", "spend": 1495720.00, "pct_of_spend": 0.0420, "item_count": 5, "po_count": 37, "po_line_count": 37, "first_purchase": "2024-05-04", "last_purchase": "2026-04-10" } ], "truncation": { "method": "pareto", "target_coverage": 0.8, "min_rows": 5, "max_rows": 50, "rows_included": 7, "rows_truncated": 50, "tie_break": "tie_extended_by_spend_v2", "tail_summary": { "rows_truncated": 50, "spend": 7024333.00, "pct_of_spend": 0.1973, "po_count": 611, "po_line_count": 644, "item_count": 160, "first_purchase": "2024-05-04", "last_purchase": "2026-04-29", "tail_industry_mix": [ {"industry": "Specialty chemicals", "spend": 2848521.00, "pct_of_tail": 0.4055}, {"industry": "Chemical manufacturing", "spend": 1404720.00, "pct_of_tail": 0.1999}, {"industry": "Specialty chemicals distribution", "spend": 1268320.00, "pct_of_tail": 0.1806}, {"industry": "Chemicals / cleaning products", "spend": 678450.00, "pct_of_tail": 0.0966}, {"industry": "Specialty chemicals / plastic additives", "spend": 824322.00, "pct_of_tail": 0.1174} ] } } }, "item_rollup": { "format": "row_objects_v1", "rank_metric": "spend", "rows": [ {"rank": 1, "ca_item_number": "CA-0373b003e427.b2cc9b", "cleansed_part_name": "DIOFAN A-736 PVDC Coating Resin", "source_commodity_group": "Specialty Barrier Coating Resins", "spend": 5317821.00, "pct_of_spend": 0.1493, "supplier_count": 1, "po_count": 58, "po_line_count": 58, "qty": 1353720, "qty_uom": "kg", "first_purchase": "2024-05-04", "last_purchase": "2026-04-17"}, {"rank": 2, "ca_item_number": "CA-0373b003e427.a8680c", "cleansed_part_name": "DIOFAN A-841 PVDC Coating Resin", "source_commodity_group": "Specialty Barrier Coating Resins", "spend": 3789684.00, "pct_of_spend": 0.1064, "supplier_count": 1, "po_count": 42, "po_line_count": 42, "qty": 898860, "qty_uom": "kg", "first_purchase": "2024-12-10", "last_purchase": "2025-10-17"}, {"rank": 3, "ca_item_number": "CA-4ff5892d1fb8.8d3f6a", "cleansed_part_name": "Solynix DIOFAN Super B-191 PVDC Latex", "source_commodity_group": "Specialty Barrier Coating Resins", "spend": 2822080.00, "pct_of_spend": 0.0793, "supplier_count": 1, "po_count": 14, "po_line_count": 14, "qty": 199710, "qty_uom": "kg", "first_purchase": "2024-08-26", "last_purchase": "2026-04-16"}, {"rank": 4, "ca_item_number": "CA-47d550b71f86.9a018e", "cleansed_part_name": "Voltris CZ-Stabilizer Concentrate", "source_commodity_group": "PVC Heat Stabilizers", "spend": 2017380.00, "pct_of_spend": 0.0567, "supplier_count": 1, "po_count": 8, "po_line_count": 23, "qty": 688900, "qty_uom": "kg", "first_purchase": "2025-05-08", "last_purchase": "2026-02-12"}, {"rank": 5, "ca_item_number": "CA-4ff5892d1fb8.a8680c", "cleansed_part_name": "Solynix DIOFAN 193D PVDC Latex Coating", "source_commodity_group": "Specialty Barrier Coating Resins", "spend": 1547748.00, "pct_of_spend": 0.0435, "supplier_count": 1, "po_count": 9, "po_line_count": 9, "qty": 166550, "qty_uom": "kg", "first_purchase": "2024-12-19", "last_purchase": "2025-10-26"}, {"rank": 6, "ca_item_number": "CA-db01e5cf91a4.f1aa4e", "cleansed_part_name": "Lumiquant Polyurethane Tecoflex EG-80A Medical Grade", "source_commodity_group": "Polyurethane & Thermoplastic Polymer Materials", "spend": 1122895.00, "pct_of_spend": 0.0315, "supplier_count": 1, "po_count": 8, "po_line_count": 14, "qty": 33235, "qty_uom": "kg", "first_purchase": "2024-05-04", "last_purchase": "2026-02-22"}, {"rank": 7, "ca_item_number": "CA-5e5e25ad8a55.0a7e53", "cleansed_part_name": "Solynix DIOFAN 193D PVDC Latex Coating (Alt Grade)", "source_commodity_group": "Specialty Barrier Coating Resins", "spend": 888821.00, "pct_of_spend": 0.0250, "supplier_count": 1, "po_count": 10, "po_line_count": 10, "qty": 222000, "qty_uom": "kg", "first_purchase": "2024-05-04", "last_purchase": "2026-04-29"}, {"rank": 8, "ca_item_number": "CA-e10c7390a15e.0c60c7", "cleansed_part_name": "Solynix ESBO (Epoxidized Soybean Oil) Stabilizer", "source_commodity_group": "Epoxidized Soybean Oil & Plasticizer Resins", "spend": 855481.00, "pct_of_spend": 0.0240, "supplier_count": 1, "po_count": 25, "po_line_count": 25, "qty": 601110, "qty_uom": "kg", "first_purchase": "2024-05-08", "last_purchase": "2026-04-15"}, {"rank": 9, "ca_item_number": "CA-883b14f1b5bd.66ec77", "cleansed_part_name": "Aerolex N-Butane Blowing Agent (Grade A)", "source_commodity_group": "Industrial Blowing Agents & Foam Chemistries", "spend": 705143.00, "pct_of_spend": 0.0198, "supplier_count": 1, "po_count": 60, "po_line_count": 60, "qty": 2296940, "qty_uom": "kg", "first_purchase": "2024-05-26", "last_purchase": "2026-04-11"}, {"rank": 10, "ca_item_number": "CA-294976b22e01.445723", "cleansed_part_name": "Lumiquant Helbond E-440 Epoxy Adhesive (Bulk)", "source_commodity_group": "Industrial Adhesives & Sealants", "spend": 622902.00, "pct_of_spend": 0.0175, "supplier_count": 1, "po_count": 18, "po_line_count": 18, "qty": 351660, "qty_uom": "g", "first_purchase": "2025-05-27", "last_purchase": "2026-04-06"}, {"rank": 11, "ca_item_number": "CA-5670fd796422.375bc1", "cleansed_part_name": "Aerolex N-Butane / Iso-Butane Blend", "source_commodity_group": "Industrial Specialty Gas Mixtures", "spend": 621434.00, "pct_of_spend": 0.0175, "supplier_count": 1, "po_count": 41, "po_line_count": 45, "qty": 1455142, "qty_uom": "kg", "first_purchase": "2024-05-15", "last_purchase": "2026-04-09"}, {"rank": 12, "ca_item_number": "CA-47f85f10b301.e4fa6a", "cleansed_part_name": "WB D-Limonene Tack Additive", "source_commodity_group": "Industrial Chemical Additives", "spend": 584521.00, "pct_of_spend": 0.0164, "supplier_count": 2, "po_count": 20, "po_line_count": 20, "qty": 68700, "qty_uom": "kg", "first_purchase": "2024-05-10", "last_purchase": "2026-02-24"}, {"rank": 13, "ca_item_number": "CA-ddc88f7727a2.58560c", "cleansed_part_name": "Viscowax 115 PE Wax Lubricant", "source_commodity_group": "Industrial Chemical Additives", "spend": 558300.00, "pct_of_spend": 0.0157, "supplier_count": 1, "po_count": 15, "po_line_count": 15, "qty": 120000, "qty_uom": "kg", "first_purchase": "2024-05-11", "last_purchase": "2026-04-19"}, {"rank": 14, "ca_item_number": "CA-4b37572cd21d.66ec77", "cleansed_part_name": "Aerolex N-Butane Blowing Agent (Grade B)", "source_commodity_group": "Industrial Blowing Agents & Foam Chemistries", "spend": 527050.00, "pct_of_spend": 0.0148, "supplier_count": 1, "po_count": 17, "po_line_count": 17, "qty": 672080, "qty_uom": "kg", "first_purchase": "2024-05-21", "last_purchase": "2026-04-11"}, {"rank": 15, "ca_item_number": "CA-c02fdbb58ceb.66ec77", "cleansed_part_name": "Aerolex N-Butane Blowing Agent (Grade C)", "source_commodity_group": "Industrial Blowing Agents & Foam Chemistries", "spend": 519196.00, "pct_of_spend": 0.0146, "supplier_count": 1, "po_count": 37, "po_line_count": 37, "qty": 1380272, "qty_uom": "kg", "first_purchase": "2024-05-10", "last_purchase": "2026-03-23"}, {"rank": 16, "ca_item_number": "CA-5c13a0348d79.7252f7", "cleansed_part_name": "Voltris CZ-Stabilizer Top-Up", "source_commodity_group": "PVC Heat Stabilizers", "spend": 501720.00, "pct_of_spend": 0.0141, "supplier_count": 1, "po_count": 12, "po_line_count": 12, "qty": 358040, "qty_uom": "kg", "first_purchase": "2024-05-04", "last_purchase": "2026-04-10"}, {"rank": 17, "ca_item_number": "CA-f728e63d5789.b8de0e", "cleansed_part_name": "Bellgate UN488 (Liancheng) Pharmaceutical Excipient", "source_commodity_group": "Pharmaceutical-Grade Polymer Excipients", "spend": 500992.00, "pct_of_spend": 0.0141, "supplier_count": 1, "po_count": 12, "po_line_count": 12, "qty": 390170, "qty_uom": "kg", "first_purchase": "2025-06-11", "last_purchase": "2026-03-29"}, {"rank": 18, "ca_item_number": "CA-5e5e25ad8a55.a8680c", "cleansed_part_name": "Solynix DIOFAN B-191 PVDC Latex (Brewery Grade)", "source_commodity_group": "Specialty Barrier Coating Resins", "spend": 497314.00, "pct_of_spend": 0.0140, "supplier_count": 1, "po_count": 6, "po_line_count": 6, "qty": 150980, "qty_uom": "kg", "first_purchase": "2024-12-10", "last_purchase": "2025-09-30"}, {"rank": 19, "ca_item_number": "CA-db51c6134dbe.532750", "cleansed_part_name": "Dercolyte S-115 Pine-Based Tackifier", "source_commodity_group": "Tackifier Resins (Pine/Polyterpene)", "spend": 480652.00, "pct_of_spend": 0.0135, "supplier_count": 1, "po_count": 15, "po_line_count": 17, "qty": 100000, "qty_uom": "kg", "first_purchase": "2025-01-07", "last_purchase": "2025-10-15"}, {"rank": 20, "ca_item_number": "CA-ddc88f7727a2.a8680c", "cleansed_part_name": "Viscowax 165 Polyethylene Wax Lubricant", "source_commodity_group": "Industrial Chemical Additives", "spend": 480503.00, "pct_of_spend": 0.0135, "supplier_count": 1, "po_count": 13, "po_line_count": 13, "qty": 110000, "qty_uom": "kg", "first_purchase": "2024-12-12", "last_purchase": "2025-10-27"}, {"rank": 21, "ca_item_number": "CA-00eadd505a34.51366f", "cleansed_part_name": "Bellgate Pharma-Grade Specialty Excipient B-771", "source_commodity_group": "Pharmaceutical-Grade Polymer Excipients", "spend": 373779.00, "pct_of_spend": 0.0105, "supplier_count": 1, "po_count": 17, "po_line_count": 17, "qty": 338000, "qty_uom": "kg", "first_purchase": "2024-11-14", "last_purchase": "2026-04-12"}, {"rank": 22, "ca_item_number": "CA-fb1cf395ea5e.66ec77", "cleansed_part_name": "Aerolex N-Butane Blowing Agent (Grade D)", "source_commodity_group": "Industrial Blowing Agents & Foam Chemistries", "spend": 372990.00, "pct_of_spend": 0.0105, "supplier_count": 1, "po_count": 33, "po_line_count": 34, "qty": 1228497, "qty_uom": "kg", "first_purchase": "2024-05-04", "last_purchase": "2026-04-19"}, {"rank": 23, "ca_item_number": "CA-518e14549b1d.2cb250", "cleansed_part_name": "TOTM Plasticizer (Trioctyl Trimellitate)", "source_commodity_group": "Polymer Plasticizer Chemicals", "spend": 332578.00, "pct_of_spend": 0.0093, "supplier_count": 1, "po_count": 17, "po_line_count": 17, "qty": 116000, "qty_uom": "kg", "first_purchase": "2024-05-04", "last_purchase": "2026-03-24"}, {"rank": 24, "ca_item_number": "CA-525787b5663d.f1ed5c", "cleansed_part_name": "XO-355 Chemical Foaming Agent (Endothermic)", "source_commodity_group": "Industrial Blowing Agents & Foam Chemistries", "spend": 328280.00, "pct_of_spend": 0.0092, "supplier_count": 1, "po_count": 12, "po_line_count": 12, "qty": 97075, "qty_uom": "kg", "first_purchase": "2024-05-24", "last_purchase": "2026-02-03"}, {"rank": 25, "ca_item_number": "CA-60ec96a8226c.6068d9", "cleansed_part_name": "Bellgate Pharma-Grade Excipient B-292", "source_commodity_group": "Pharmaceutical-Grade Polymer Excipients", "spend": 300260.00, "pct_of_spend": 0.0084, "supplier_count": 1, "po_count": 9, "po_line_count": 9, "qty": 210050, "qty_uom": "kg", "first_purchase": "2025-08-07", "last_purchase": "2026-04-21"}, {"rank": 26, "ca_item_number": "CA-5a38af055598.c22bae", "cleansed_part_name": "Voltris CZ-Stabilizer Liquid Form", "source_commodity_group": "PVC Heat Stabilizers", "spend": 294504.00, "pct_of_spend": 0.0083, "supplier_count": 1, "po_count": 17, "po_line_count": 17, "qty": 266000, "qty_uom": "kg", "first_purchase": "2024-11-14", "last_purchase": "2026-04-12"}, {"rank": 27, "ca_item_number": "CA-4dd75409ebf7.699ac2", "cleansed_part_name": "Aluminum Distearate Lubricant 25L", "source_commodity_group": "Industrial Solvents & Surface Active Agents", "spend": 286994.00, "pct_of_spend": 0.0081, "supplier_count": 1, "po_count": 8, "po_line_count": 8, "qty": 96000, "qty_uom": "L", "first_purchase": "2024-07-15", "last_purchase": "2026-02-03"}, {"rank": 28, "ca_item_number": "CA-9f12f658ad2a.a0db7e", "cleansed_part_name": "DPHP Plasticizer (Di-2-propylheptyl Phthalate)", "source_commodity_group": "Polymer Plasticizer Chemicals", "spend": 284290.00, "pct_of_spend": 0.0080, "supplier_count": 1, "po_count": 6, "po_line_count": 6, "qty": 178980, "qty_uom": "kg", "first_purchase": "2024-07-08", "last_purchase": "2025-10-25"}, {"rank": 29, "ca_item_number": "CA-829e9a85ab0e.058e05", "cleansed_part_name": "Paraplex G-25 Polymeric Plasticizer", "source_commodity_group": "Industrial Chemical Additives", "spend": 281901.00, "pct_of_spend": 0.0079, "supplier_count": 1, "po_count": 19, "po_line_count": 22, "qty": 48000, "qty_uom": "kg", "first_purchase": "2024-08-14", "last_purchase": "2026-04-03"}, {"rank": 30, "ca_item_number": "CA-294976b22e01.a8680c", "cleansed_part_name": "Lumiquant Helbond E-440 Epoxy Adhesive (Trial Quantity)", "source_commodity_group": "Industrial Adhesives & Sealants", "spend": 259662.00, "pct_of_spend": 0.0073, "supplier_count": 1, "po_count": 5, "po_line_count": 6, "qty": 139500, "qty_uom": "g", "first_purchase": "2024-05-04", "last_purchase": "2024-10-10"}, {"rank": 31, "ca_item_number": "CA-db51c6134dbe.b7e602", "cleansed_part_name": "Piccolyte S-115 Polyterpene Resin", "source_commodity_group": "Polymer Additives & Modifiers", "spend": 253387.00, "pct_of_spend": 0.0071, "supplier_count": 1, "po_count": 6, "po_line_count": 6, "qty": 54000, "qty_uom": "kg", "first_purchase": "2024-05-10", "last_purchase": "2024-08-12"}, {"rank": 32, "ca_item_number": "CA-4ec96ae0462b.e6434c", "cleansed_part_name": "Lumiquant Specialty Catalyst Mix (Lab Scale)", "source_commodity_group": "Specialty Chemical Catalysts", "spend": 247007.00, "pct_of_spend": 0.0069, "supplier_count": 1, "po_count": 30, "po_line_count": 30, "qty": 3450, "qty_uom": "kg", "first_purchase": "2024-05-06", "last_purchase": "2026-03-07"} ], "truncation": { "method": "pareto", "target_coverage": 0.8, "min_rows": 5, "max_rows": 50, "rows_included": 32, "rows_truncated": 256, "tie_break": "tie_extended_by_spend_v2", "tail_summary": { "rows_truncated": 256, "spend": 7030789.00, "pct_of_spend": 0.1975, "po_count": 802, "po_line_count": 868, "qty": 3099290, "distinct_source_commodity_groups": 24, "first_purchase": "2024-05-04", "last_purchase": "2026-04-29" } } }, "industry_rollup": { "format": "row_objects_v1", "rank_metric": "spend", "rows": [ {"rank": 1, "industry": "Chemicals", "spend": 15440290.00, "pct_of_spend": 0.4335, "suppliers": 5, "items": 23}, {"rank": 2, "industry": "Specialty chemicals", "spend": 6552462.00, "pct_of_spend": 0.1840, "suppliers": 7, "items": 44}, {"rank": 3, "industry": "Industrial gases / chemical manufacturing", "spend": 2770645.00, "pct_of_spend": 0.0778, "suppliers": 1, "items": 10}, {"rank": 4, "industry": "Specialty chemicals / pharmaceutical raw materials", "spend": 2457256.00, "pct_of_spend": 0.0690, "suppliers": 1, "items": 70}, {"rank": 5, "industry": "Specialty chemicals distribution", "spend": 2427267.00, "pct_of_spend": 0.0682, "suppliers": 5, "items": 47}, {"rank": 6, "industry": "Chemical manufacturing", "spend": 1517614.00, "pct_of_spend": 0.0426, "suppliers": 4, "items": 9}, {"rank": 7, "industry": "Specialty Chemicals", "spend": 915081.00, "pct_of_spend": 0.0257, "suppliers": 2, "items": 11}, {"rank": 8, "industry": "Specialty chemicals / chemical distribution", "spend": 890800.00, "pct_of_spend": 0.0250, "suppliers": 3, "items": 7}, {"rank": 9, "industry": "Specialty chemicals / plastic additives", "spend": 855481.00, "pct_of_spend": 0.0240, "suppliers": 1, "items": 1}, {"rank": 10, "industry": "Chemicals / Cleaning Products", "spend": 492778.00, "pct_of_spend": 0.0138, "suppliers": 1, "items": 6} ], "truncation": { "method": "pareto", "target_coverage": 0.95, "min_rows": 3, "max_rows": 20, "rows_included": 10, "rows_truncated": 25, "tie_break": "tie_extended_by_spend_v2", "tail_summary": { "rows_truncated": 25, "spend": 1292726.00, "pct_of_spend": 0.0363 } } } }, "level_2_telemetry": { "row_count_total": 1520, "strategy": "preview_outliers", "inline_rows": { "format": "row_objects_v1", "rows": [ {"rn": 1, "po_num": "TFX-2024-05-1024", "date": "2024-05-15", "site": "Indianapolis-IN", "supplier_name": "Aerolex Industrial Gases", "ca_item_number": "CA-5670fd796422.375bc1", "part_description": "AEROLEX N-BUTANE / ISO-BUTANE BLEND - RAILCAR", "qty": 1, "qty_uom": "ea", "unit_price": 39840.00, "spend": 39840.00, "z_score": 21.89, "flag": "uom_likely_misencoded"}, {"rn": 2, "po_num": "TFX-2024-05-1024", "date": "2024-05-15", "site": "Indianapolis-IN", "supplier_name": "Aerolex Industrial Gases", "ca_item_number": "CA-5670fd796422.375bc1", "part_description": "AEROLEX N-BUTANE / ISO-BUTANE BLEND - RAILCAR", "qty": 1, "qty_uom": "ea", "unit_price": 15119.28, "spend": 15119.28, "z_score": 8.13, "flag": "uom_likely_misencoded"}, {"rn": 3, "po_num": "TFX-2025-06-2845", "date": "2025-06-19", "site": "Reynosa-MX", "supplier_name": "Aerolex Industrial Gases", "ca_item_number": "CA-61c75a0eca10.bfb345", "part_description": "AEROLEX SERVICE - REPAIR PARTS & FREIGHT", "qty": 1, "qty_uom": "ea", "unit_price": 12761.16, "spend": 12761.16, "z_score": 6.82, "flag": "indirect_service_credit"}, {"rn": 4, "po_num": "TFX-2025-09-3242", "date": "2025-09-30", "site": "Holyoke-MA", "supplier_name": "Zhenjie Union Chemical Industry Co., Ltd.", "ca_item_number": "CA-113ae890643e.e98272", "part_description": "ZHENJIE DOA(LC) DI-OCTYL ADIPATE LOW-COLOR GRADE", "qty": 19800, "qty_uom": "kg", "unit_price": 1.46, "spend": 29011.05, "z_score": 5.53, "flag": "price_peak_period"}, {"rn": 5, "po_num": "TFX-2025-09-3198", "date": "2025-09-06", "site": "Holyoke-MA", "supplier_name": "Zhenjie Union Chemical Industry Co., Ltd.", "ca_item_number": "CA-113ae890643e.e98272", "part_description": "ZHENJIE DOA(LC) DI-OCTYL ADIPATE LOW-COLOR GRADE", "qty": 19920, "qty_uom": "kg", "unit_price": 1.47, "spend": 29286.17, "z_score": 5.48, "flag": "price_peak_period"}, {"rn": 6, "po_num": "TFX-2025-08-3081", "date": "2025-08-12", "site": "Reynosa-MX", "supplier_name": "Solynix Chimie SA", "ca_item_number": "CA-0373b003e427.b2cc9b", "part_description": "DIOFAN A-736 PVDC COATING RESIN 25KG BAG", "qty": 25000, "qty_uom": "kg", "unit_price": 12.40, "spend": 310000.00, "z_score": 0.62, "flag": null}, {"rn": 7, "po_num": "TFX-2025-10-3411", "date": "2025-10-21", "site": "Indianapolis-IN", "supplier_name": "Solynix Chimie SA", "ca_item_number": "CA-0373b003e427.b2cc9b", "part_description": "DIOFAN A-736 PVDC COATING RESIN 25KG BAG", "qty": 22500, "qty_uom": "kg", "unit_price": 12.40, "spend": 279000.00, "z_score": 0.62, "flag": null}, {"rn": 8, "po_num": "TFX-2025-11-3608", "date": "2025-11-12", "site": "Reynosa-MX", "supplier_name": "Voltris Specialty Chemicals", "ca_item_number": "CA-47d550b71f86.9a018e", "part_description": "VOLTRIS CZ-STABILIZER CONCENTRATE 25KG", "qty": 30000, "qty_uom": "kg", "unit_price": 7.85, "spend": 235500.00, "z_score": 0.21, "flag": null}, {"rn": 9, "po_num": "TFX-2026-01-3922", "date": "2026-01-21", "site": "Düsseldorf-DE", "supplier_name": "Bellgate Chemicals Co Ltd", "ca_item_number": "CA-f728e63d5789.b8de0e", "part_description": "BELLGATE UN488 PHARMACEUTICAL EXCIPIENT", "qty": 32500, "qty_uom": "kg", "unit_price": 1.29, "spend": 41925.00, "z_score": -0.27, "flag": null}, {"rn": 10, "po_num": "TFX-2026-02-4035", "date": "2026-02-18", "site": "Indianapolis-IN", "supplier_name": "ICDM Specialty Distribution", "ca_item_number": "CA-829e9a85ab0e.058e05", "part_description": "PARAPLEX G-25 POLYMERIC PLASTICIZER", "qty": 2400, "qty_uom": "kg", "unit_price": 5.87, "spend": 14088.00, "z_score": -0.28, "flag": null} ] }, "retrieval": { "method": "mcp_tool", "tool_name": "technoflex_get_telemetry", "tool_args": { "entity_type": "supplier_category", "entity_id": "Specialty Chemicals & Additives" }, "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.supplier_name, 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 INNER JOIN technoflex.supplier_categorization.s8_supplier_categorization_vw s8 ON m.parent_supplier_id = s8.parent_supplier_id WHERE s8.sub_commodity_label = :sub_commodity_label ORDER BY p.purchase_order_date", "query_params": {"sub_commodity_label": "Specialty Chemicals & Additives"}, "param_types": {"sub_commodity_label": "string"} } } }, "token_budget": { "level_0_tokens_approx": 980, "level_1_tokens_approx": 8420, "level_2_inline_tokens_approx": 1900, "row_count_total": 1520, "inline_row_limit": 10, "compression_ratio_l1_vs_l2": 7.0, "compression_ratio_l0_vs_l2": 18.9, "recommended_strategy": "Read Level 0 first — portfolio shape (HHI 0.204, 86% direct, weighted CV 0.171) is enough to position this category as 'managed, with one concentration story to watch.' Drill to Level 1 supplier_rollup + item_rollup to identify the Solynix / DIOFAN dependency. Use Level 2 to confirm the Aerolex UoM-encoding outlier — that's a data-quality fix, not a sourcing finding." }, "lineage": { "manifold_id": "mfld_supcat_925df698f30da3153bb16e03cee5416b_20260501", "computed_at": "2026-05-01T03:14:24.766Z", "computed_by": "technoflex_supplier_category_profile_v2.4", "qps_entry_id": "qps_technoflex_supcat_925df698f30da3153bb16e03cee5416b_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_categorization.s8_supplier_categorization_vw", "version": "2026-05-01T02:14:00Z", "row_count": 12943, "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": "sub_commodity_label", "operator": "=", "value": "Specialty Chemicals & Additives"}, {"field": "purchase_order_date", "operator": ">=", "value": "2024-05-01"}, {"field": "purchase_order_date", "operator": "<=", "value": "2026-04-30"} ], "transformations": [ "Suppliers joined to s8 categorization view to attribute each PO to a sub_commodity_label", "direct_indirect_mix derived from supplier_categorization.direct_indirect column with 'unknown' counted at 0", "industry_rollup uses categorization-assigned industry string (not normalized — see 'Chemicals' vs 'Specialty Chemicals' duplication)", "weighted_avg_item_cv = sum(item_cv * item_spend_share) over items with ≥2 PO lines" ], "checksum": { "method": "sha256_row_hash", "value": "925df698f30da3153bb16e03cee5416b8c2f7d913aef614b75e0a4b8d2c01f5e" } } }