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0 Xxxxx-xx/Footer Rules for assigning customer codes Rules All customer codes have to be of a fixed length of 10 digits All customer codes should comprise.

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Presentation on theme: "0 Xxxxx-xx/Footer Rules for assigning customer codes Rules All customer codes have to be of a fixed length of 10 digits All customer codes should comprise."— Presentation transcript:

1 0 Xxxxx-xx/Footer Rules for assigning customer codes 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 Examples 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.  

2 1 Xxxxx-xx/Footer Rules for assigning customer codes 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. Examples Tata Motors: TATAMO Tata Motor Oil Company: TATAMO Tata Motors: TATAMO Tata Motor Oil Company: TAMOOI ICICI Bank; ICBANK M/S ICICI Mutual Funds Pvt. Ltd. : ICMUFU M/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 – MUM Chennai – MAA Delhi – DEL Kolkata - KOL Hyderabad – HYD Bangalore – BGR Pune – PUN Ahmedabad - AHM 

3 2 Xxxxx-xx/Footer Rules for assigning customer codes 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 Examples PLAT/GOLD MUMNAM0001

4 3 Xxxxx-xx/Footer Format for sending information S. No. Name of the customer Vertical code Customer Name codeCustomer Code Central Relationship Location Customer Type Code Account Manager Name Code (Serial No.) Account Manager Code 1ICICI BankBFSIICBANKICBANKBFSIMUMPLAT0001MUMNAM0001 2DENA BankBFSIDEBANKDEBANKBFSIMUMPLAT0002MUMNAM0002 3CANARA BankBFSICABANKCABANKBFSIBLRPLAT0003BLRNAM0003 4 Indian Oil Corporation Ltd MNFGINOICOINOICOMNFGDELPLAT0001DELNAM0001 5 ACC Ltd MNFGACEMCOACEMCOMNFGMUMPLAT0002MUMNAM0002


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