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Rules for assigning customer codes

Rules Rules

• All customer codes have to be of a fixed length of 10 digits

• All customer codes should comprise of name of the customer and vertical

• There are six industry verticals for Enterprise Customers, please use the following codes for the verticals:

• BFSI - Banking, Finance and Insurance Sector

• ITES - IT companies, IT enabled services companies

• GOVT - National and State Government Departments

• MNFG - Manufacturing companies

• SVCS - Companies in the services business (Hospitality, retail, consulting etc.)

• MEDI - Media and publishing companies

• OTHS - Other sector

ExamplesExamples

ICICIBBFSI ICICIBKBFSI

ICICIBBFSI ICICIBANKS

Banks, stock broking companies, insurance companies, financial advisory companies, mutual funds

Software companies, call centres

Ministry of Telecom, Ministry of Finance, Maharashtra State Electricity Board

Tata Motors, SAIL, Ruchi Health Foods, NTPC

Spencer Retail, Leela Hotels, Mancer Consulting

Zee TV, Star TV, Indian Express, Hindu

Real estate (DLF, Ansal), Schools (Kidzee, Delhi Public School) etc.

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Rules for assigning customer codes

Rules Rules

• The customer code should reserve 6 digits for the customer name

• It should be ensured that the customer name that is appended in the code should be unique

• To codify the customer name, use the following rules:• Do not include M/S, Pvt, Public, Limited, Sons in the customer

name code• If the customer name consists of more than two words then

use some letters of all words to codify the customer name

• To assign the central relationship location code, • For every account, the place where the account manager is

located becomes the central relationship location• If the customer can make independent procurement decision

at two places• Use a fixed length of three characters to code the central

relationship location.

ExamplesExamples

Tata Motors: TATAMO Tata Motor Oil Company: TATAMO

Tata Motors: TATAMOTata Motor Oil Company: TAMOOI

ICICI Bank; ICBANKM/S ICICI Mutual Funds Pvt. Ltd. : ICMUFUM/S ICICI Prudential Life Insurance Pvt. Ltd.: ICPRLI

Infosys Chennai and Hyderabad campus there should be two entries for this customer in the database with the same customer code but different relationship locations and account manager code

Mumbai – MUMChennai – MAADelhi – DELKolkata - KOLHyderabad – HYDBangalore – BGRPune – PUNAhmedabad - AHM

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Rules for assigning customer codes

Rules Rules

• To assign the customer type code, • Use a fixed length of 4 characters to code the customer type• There are only two types of customers- Platinum and Gold• Platinum customers will be assigned the code: PLAT• Gold customer will be assigned the code: GOLD

• To assign a code to the account manager,• Use a fixed length of characters to identify account managers

– 10 characters• The account manager code is a combination of the central

relationship location, the identification of NAM/KAM and a four digit code to signify a person's name

• For example, for Mumbai where there are 10 NAMs each NAM gets a unique code to signify his name,

• NAM No. 1 – 0001• NAM No. 2 – 0002• NAM No. 3 – 0003• NAM No. 4 – 0004

ExamplesExamples

PLAT/GOLD

MUMNAM0001

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Format for sending information

S. No.

Name of the customer

Vertical code

Customer Name code Customer Code

Central Relationship Location

Customer Type Code

Account Manager Name Code (Serial No.)

Account Manager Code

1 ICICI Bank BFSI ICBANK ICBANKBFSI MUM PLAT 0001 MUMNAM0001

2 DENA Bank BFSI DEBANK DEBANKBFSI MUM PLAT 0002 MUMNAM0002

3 CANARA Bank BFSI CABANK CABANKBFSI BLR PLAT 0003 BLRNAM0003

4Indian Oil Corporation Ltd MNFG INOICO INOICOMNFG DEL PLAT 0001 DELNAM0001

5 ACC Ltd MNFG ACEMCO ACEMCOMNFG MUM PLAT 0002 MUMNAM0002