Rules for assigning customer codes

1. Rules for assigning customer codes Rules Examples • 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 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. • û • ü • û • ü

2. Rules for assigning customer codes Rules Examples • 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. 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 • û • ü • ü • ü • ü

3. Rules for assigning customer codes Rules Examples • 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 PLAT/GOLD MUMNAM0001

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