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RC (CSI-978) Create/Update person request

 

Purpose

This method is designed to create a Person Request (as part of the process of creating a Person without a Declaration)

Specification

Link

https://ehealthmisapi1.docs.apiary.io/#reference/public.-medical-service-provider-integration-layer/person-requests/create/update-person-request

Resource

/api/person_requests

Scope

person_request:write

Components

Patient registry

Microservices

il/api

fe/admin-web

Protocol type

REST

Request type

POST

Sync/Async

Sync

Public/Private/Internal

Public

Logic

Patient creation request statuses

Global and configuration parameters

Invoke Global parameters to get following parameters:

  • phone_number_auth_limit

Check if in table person_authentication_methods  with type = OTP > N, then error 422, such a phone already exists more N times

  • third_person_limit

In table person_auth_methods with type = third_person > N, then error 422

  • person_request_expiration and person_request_term_unit

  • person_with_third_person_limit

  • no_self_auth_age 

cURL example
curl -X GET \ {:host}/prm/api/global_parameters

Dictionaries

  • GENDER

  • DOCUMENT_TYPE

  • ADDRESS_TYPE

  • COUNTRY

  • SETTLEMENT_TYPE

  • STREET_TYPE

  • PHONE_TYPE

  • AUTHENTICATION_METHOD

  • CONFIDANT_PERSON_TYPE

  • PREFERRED_WAY_COMMUNICATION

  • DOCUMENT_RELATIONSHIP_TYPE

Request structure

See on Apiary

Example

{ "person": { "id": "13001c60-45a0-4b5a-b425-9505e1de18bd", "first_name": "Петро", "last_name": "Іванов", "second_name": "Миколайович", "birth_date": "2009-07-05", "birth_country": "Україна", "birth_settlement": "Вінниця", "gender": "MALE", "email": "email@example.com", "no_tax_id": false, "tax_id": "3999869394", "secret": "secret", "documents": [ { "type": "BIRTH_CERTIFICATE", "number": "АА120518", "issued_by": "Рокитнянським РВ ГУ МВС Київської області", "issued_at": "2017-02-28", "expiration_date": "2027-02-28" } ], "addresses": [ { "type": "RESIDENCE", "country": "UA", "area": "Житомирська", "region": "Бердичівський", "settlement": "Київ", "settlement_type": "CITY", "settlement_id": "b075f148", "street_type": "STREET", "street": "вул. Ніжинська", "building": "15", "apartment": "23", "zip": "02090" } ], "phones": [ { "type": "MOBILE", "number": "+380503410870" } ], "authentication_methods": [ { "type": "THIRD_PERSON", "phone_number": "+380508887700", "value": "c282f8a9-e709-40aa-94b4-dde1402bf4b6", "alias": "husband" } ], "unzr": "20090705-00011", "emergency_contact": { "first_name": "Петро", "last_name": "Іванов", "second_name": "Миколайович", "phones": [ { "type": "MOBILE", "number": "+380503410870" } ] }, "confidant_person": [ { "relation_type": "PRIMARY", "first_name": "Петро", "last_name": "Іванов", "second_name": "Миколайович", "birth_date": "1972-10-26", "birth_country": "Україна", "birth_settlement": "Вінниця", "gender": "MALE", "tax_id": "2659719350", "secret": "secret", "unzr": "19900101-00099", "preferred_way_communication": "email", "documents_person": [ { "type": "PASSPORT", "number": "АА120518", "expiration_date": "2021-02-28", "issued_by": "Рокитнянським РВ ГУ МВС Київської області", "issued_at": "2017-02-28" } ], "documents_relationship": [ { "type": "BIRTH_CERTIFICATE", "number": "АА120518", "issued_by": "Рокитнянським РВ ГУ МВС Київської області", "issued_at": "2017-02-28" } ], "phones": [ { "type": "MOBILE", "number": "+380503410870" } ], "email": "emaill@example.com" } ], "preferred_way_communication": "email" }, "patient_signed": false, "process_disclosure_data_consent": true, "authorize_with": "cc949559-5dfe-420f-ac05-065e443b2cc6" }

 

Authorize

  1. Verify the validity of access token

  2. Check user scope person_request:write in order to perform this action

  3. validate client_id belongs to legal_entity with type in ('MSP', 'OUTPATIENT', 'EMERGENCY', 'PRIMARY_CARE')

    1. in case error return 409, "Invalid legal entity type" 

  4. validate user belongs to employee with type in "Doctor, Specialist, Receptionist, Assistant"

    1. in case error return 409

Headers

Content-Type:application/json

Authorization:Bearer {{access_token}}

api-key:{{secret}}

Request data validation

Validate request

Validate request using JSON schema

{ "$schema": "http://json-schema.org/person_request/schema#", "definitions": { "phone": { "type": "object", "properties": { "type": { "type": "string", "description": "Dictionary: PHONE_TYPE" }, "number": { "type": "string", "pattern": "^\\+38[0-9]{10}$" } }, "required": [ "type", "number" ], "additionalProperties": false }, "name": { "type": "string", "pattern": "^(?!.*[ЫЪЭЁыъэё@%&$^#])[a-zA-ZА-ЯҐЇІЄа-яґїіє0-9№\\\"!\\^\\*)\\]\\[(._-].*$" }, "person_name": { "type": "string", "pattern": "^(?!.*[ЫЪЭЁыъэё@%&$^#])[А-ЯҐЇІЄа-яґїіє\\'\\-]+(\\s(?!.*[ЫЪЭЁыъэё@%&$^#])[А-ЯҐЇІЄа-яґїіє\\'\\-]+)*$", "minLength": 1, "maxLength": 255 }, "unzr": { "type": "string", "pattern": "^[0-9]{8}-[0-9]{5}$" }, "tax_id": { "type": "string", "pattern": "^[0-9]{10}$", "minLength": 10, "maxLength": 255 }, "no_tax_id": { "type": "boolean", "description": "Status person refused tax_id" }, "gender": { "type": "string", "description": "Dictionary: GENDER", "maxLength": 255 }, "address": { "type": "object", "properties": { "type": { "type": "string", "description": "Dictionary: ADDRESS_TYPE" }, "country": { "type": "string" }, "area": { "$ref": "#/definitions/name" }, "region": { "$ref": "#/definitions/name" }, "settlement": { "$ref": "#/definitions/name" }, "settlement_type": { "type": "string", "description": "settlement type Dictionary: SETTLEMENT_TYPE" }, "settlement_id": { "type": "string", "pattern": "^[0-9a-f]{8}-[0-9a-f]{4}-[1-5][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$" }, "street_type": { "type": "string", "description": "street type Dictionary: STREET_TYPE" }, "street": { "$ref": "#/definitions/name" }, "building": { "type": "string", "pattern": "^[1-9]((?![ЫЪЭЁыъэё])()([А-ЯҐЇІЄа-яґїіє \\/\\'\\-0-9])){0,20}$" }, "apartment": { "type": "string" }, "zip": { "type": "string", "pattern": "^[0-9]{5}$" }, "inserted_by": { "type": "string" }, "updated_by": { "type": "string" }, "inserted_at": { "type": "string" }, "updated_at": { "type": "string" } }, "required": [ "type", "country", "area", "settlement", "settlement_type", "settlement_id", "inserted_by", "updated_by" ], "additionalProperties": false }, "series_number_document": { "type": "object", "properties": { "type": { "type": "string", "enum": [ "PASSPORT", "COMPLEMENTARY_PROTECTION_CERTIFICATE", "REFUGEE_CERTIFICATE", "TEMPORARY_CERTIFICATE" ], "description": "Dictionary: DOCUMENT_TYPE" }, "number": { "type": "string", "pattern": "^((?![ЫЪЭЁ])([А-ЯҐЇІЄ])){2}[0-9]{6}$" }, "issued_by": { "type": "string", "minLength": 1 }, "issued_at": { "type": "string", "format": "date" } }, "required": [ "type", "number" ], "additionalProperties": false }, "number_document": { "type": "object", "properties": { "type": { "type": "string", "enum": [ "BIRTH_CERTIFICATE", "TEMPORARY_PASSPORT" ], "description": "Dictionary: DOCUMENT_TYPE" }, "number": { "type": "string", "pattern": "^(?![ЫЪЭЁыъэё@%&$^#`~:,.*|}{?!])[A-ZА-ЯҐЇІЄ0-9№\\/()-]+$", "minLength": 1, "maxLength": 255 }, "issued_by": { "type": "string", "minLength": 1 }, "issued_at": { "type": "string", "format": "date" } }, "required": [ "type", "number" ], "additionalProperties": false }, "id_card": { "type": "object", "properties": { "type": { "type": "string", "enum": [ "NATIONAL_ID" ], "description": "Dictionary: DOCUMENT_TYPE" }, "number": { "type": "string", "pattern": "^[0-9]{9}$" }, "issued_by": { "type": "string", "minLength": 1 }, "issued_at": { "type": "string", "format": "date" } }, "required": [ "type", "number" ], "additionalProperties": false }, "document_relationship": { "type": "object", "properties": { "type": { "type": "string", "description": "Dictionary: DOCUMENT_RELATIONSHIP_TYPE", "minLength": 1 }, "number": { "type": "string", "minLength": 1 }, "issued_by": { "type": "string", "minLength": 1 }, "issued_at": { "type": "string", "format": "date" } }, "required": [ "type", "number" ], "additionalProperties": false } }, "type": "object", "properties": { "person": { "type": "object", "properties": { "first_name": { "type": "string" }, "last_name": { "type": "string" }, "second_name": { "type": "string" }, "birth_date": { "type": "string" }, "birth_country": { "type": "string" }, "birth_settlement": { "type": "string" }, "gender": { "enum": [ "MALE", "FEMALE" ] }, "email": { "type": "string" }, "no_tax_id": { "type": "boolean" }, "tax_id": { "type": "string" }, "secret": { "type": "string" }, "documents": { "type": "array" }, "addresses": { "type": "array" }, "phones": { "type": "array" }, "authentication_methods": { "type": "array" }, "unzr": { "type": "string" }, "emergency_contact": { "type": "object", "properties": { "first_name": { "type": "string" }, "last_name": { "type": "string" }, "second_name": { "type": "string" }, "phones": { "type": "array" } }, "required": [ "first_name", "last_name", "phones" ] }, "confidant_person": { "type": "array" }, "preferred_way_communication": { "enum": [ "email", "phone" ] } }, "required": [ "first_name", "last_name", "birth_date", "birth_country", "birth_settlement", "gender", "no_tax_id", "tax_id", "secret", "documents", "addresses", "emergency_contact" ] }, "patient_signed": { "type": "boolean" }, "process_disclosure_data_consent": { "type": "boolean" } }, "required": [ "person", "patient_signed", "process_disclosure_data_consent" ] }

 

Validate confidant person

If person age < prm.global_parameters.no_self_auth_age check existence of confidant_person

  • in case error return 422 - msg "Confidant person is mandatory for children"

Validate confidant person age >= prm.global_parameters.no_self_auth_age:

  • in case error return 422 - msg "Incorrect person age for such an action"

 

Validate "tax_id"

  • tax_id has validation pattern - `^[0-9]{10}$`

    • if doesn't match, return error 422 "string does not match pattern ..."

Check "no_tax_id" flag

  • If "no_tax_id"= true, tax_id field should be empty, in case error return 422

  • If "no_tax_id"=false and age>14, tax_id should be present, in case error return 422

Check "patient_signed" flag

  • If "patient_signed" is not present in request, return 422 ("required property patient_signed was not present")

  • If "patient_signed"=true in request, return 422 ("value is not allowed in enum")

Validate person documents

  1. issued_at, issued_by is mandatory for documents

  2. Validate dates

    1. issued_at <= now() and issued_at => birth_date

      1.  in case `issued_at > now()` show error 422, "Document issued date should be in the past"

      2.  in case `issued_at < person.birth_date` show error 422, "Document issued date should greater than person.birth_date "

    2. expiration_date > now()

      1.  in case error show 422, "Document expiration_date should be in future"

      2. expiration_date is mandatory for document_type

        • NATIONAL_ID

        • COMPLEMENTARY_PROTECTION_CERTIFICATE

        • PERMANENT_RESIDENCE_PERMIT

        • REFUGEE_CERTIFICATE

        • TEMPORARY_CERTIFICATE

        • TEMPORARY_PASSPORT

      3. in case error return 422, "expiration_date is mandatory for document_type $.documents.type"

  3. Validate documents_type.number according to json schema 

    1. PASSPORT - `^((?![ЫЪЭЁ])([А-ЯҐЇІЄ])){2}[0-9]{6}$`

    2. NATIONAL_ID - `^[0-9]{9}$`

    3. BIRTH_CERTIFICATE - `^((?![ЫЪЭЁыъэё@%&$^#`~:,.*|}{?!])[A-ZА-ЯҐЇІЄ0-9№\\/()-]){2,25}$`

    4. COMPLEMENTARY_PROTECTION_CERTIFICATE - `^((?![ЫЪЭЁ])([А-ЯҐЇІЄ])){2}[0-9]{6}$`

    5. REFUGEE_CERTIFICATE - `^((?![ЫЪЭЁ])([А-ЯҐЇІЄ])){2}[0-9]{6}$`

    6. TEMPORARY_CERTIFICATE - `^(((?![ЫЪЭЁ])([А-ЯҐЇІЄ])){2}[0-9]{4,6}|[0-9]{9}|((?![ЫЪЭЁ])([А-ЯҐЇІЄ])){2}[0-9]{5}\\/[0-9]{5})$`

    7. TEMPORARY_PASSPORT - `^((?![ЫЪЭЁыъэё@%&$^#`~:,.*|}{?!])[A-ZА-ЯҐЇІЄ0-9№\\/()-]){2,25}$`

  4. if unzr exists and is not null, check pattern match "^[0-9]{8}-[0-9]{5}$"

    1. in case error return 422, msg 'string does not match pattern \"%{pattern}\"'

  5. if documents.type=NATIONAL_ID

    1. check if unzr exists in request, in case error return 422, msg "unzr is mandatory for document type NATIONAL_ID"

  6. Document numbersmaxLength < 25 

Search pending person requests

Search persons request  in IL_DB.person_requests to prevent requests duplication:

  • if tax_id is null

Cancel person request

Change status of all found person requests:

Search pending declaration requests

Search declarations in IL_DB.declaration_requests to prevent requests duplication:

  • if tax_id is not null

  • if tax_id is null

If found declaration request - don't create person request. Return error "This person already has a declaration request"

Search person

We are looking for a person to prevent duplication of a person:

  • We create pairs of new person with people from clusters(tax_id, phone_number and number of the document) and send to the model.

    •  

      • in case deduplication model gave score <  PERSON_ONLINE_DEDUPLICATION_MATCH_SCORE, create new person

      • else return error 409, "such person exists. Update this person.

Validate phone number limit

USE_PHONE_NUMBER_AUTH_LIMIT is a flag in ehealth.charts that shows whether we count phones or not.

  • in case person is found, person_id will be saved to person_request, and person has the same authentication_methods.phone_number, we do not count phone numbers and do not compare the phone number with global_parameters.phone_number_auth_limit. So that we can update person, but still can not use phone over limit.

  • In case person is not found

    • Check if (SELECT count(*) from persons where authentication_methods::json->0->>'phone_number'='$.phone_number' and persons.status='active' and is_active=true)<global_parameters.phone_number_auth_limit
      in case error return 422, msg "This phone number is present more then $.global_parameters.phone_number_auth_limit times in the system"

Validate person authentication methods/phone

  1. If person <prm.global_parameters.no_self_auth_age years, then person.auth_methods.type = third_person. Validate that third_person has auth method.type = OTP

  2. if third_person.auth_method.type = OFFLINE - error `THIRD PERSON can't have OFFLINE self auth method type`

  3. if third_person.auth_method.type doesn't have active auth method - error `THIRD PERSON doesn't have active valid authentication methods`

  4. If third person >= prm.global_parameters.no_self_auth_age years

    1. in case error return 422, msg "Incorrect person age for such an action"

 

Person.auth_methods.type = third_persont.id. But on get Person request or Person display third_person.auth_method.phone_number.

  1. If person > prm.global_parameters.no_self_auth_age and he must have one of auth.method.type (OTP OR OFFLINE). Also person may use new endpoint Append auth methods to add additional auth_methods.type = third_person.

Don't validate auth_method.phone_number exists in verification.verified_phone.

Save person request

Insert record to IL.person_requests in status 'NEW'

Processing

Generate upload URL

Depending on the payload system generates list of signed urls for document scan-copies upload.

Signed URLs to be expired after some period of time (configurable `SECRETS_TTL`). If it has been expired - new person request should be created.

Each link is generated for one one-page document in .pdf, .jpg, .png, .bmp format. Document should be no more than 20 MB. For each type of documents, if couple of rules worked - only one single link is generated.

  1. Validate flag no_tax_id, if $.person_request.person.no_tax_id = true:

    1. Generate URL with type person.no_tax_id

  2. Validate if $.person_request.person.tax_id is not empty and $.person_request.person.no_tax_id = false then

    1. If (GetBirthDateFromTaxId($.tax_id) != $.birth_date) or (GetGenderFromTaxId($.tax_id) != $.gender) or CheckValidity($.tax_id) = false (i.e. invalid checksum) then

      • Generate URL with type person.tax_id

  3. Validate block confidant person. If person.confidant is not null:

    1. Generate URL's with type confidant_person.{confidant_person.type}.{$.person_request.person.confidant_person.[:].documents_relationship.[:].type}

    2. Generate URL's with type confidant_person.{confidant_person.type}.{$.person_request.person.confidant_person.[:].documents_person.[:].type}

  4. Validate block of person documents. If one of the documents has document.type = BIRTH_CERTIFICATE_FOREIGN and there is no same document in {$.person_request.person.confidant_person.[:].documents_relationship.[:]}

    and age < no_self_auth_age then

    1. Generate URL with type person.{$.person_request.person.documents.[with type BIRTH_CERTIFICATE_FOREIGN].type}

  5. Validate block of person documents. If one of the documents has document.type = PERMANENT_RESIDENCE_PERMIT and age >= no_self_auth_age then

    1. Generate URL with type person.{$.person_request.person.documents.[with type PERMANENT_RESIDENCE_PERMIT].type}

  6. Validate authentication_method. If authentication method = OFFLINE or third_person (and this third_person.auth_method = OFFLINE) - 

    1. Generate URL's with type person.{$.person_request.person.documents.[:].type} (or Generate URL's with type third_person.{$.third_person.documents.[:].type})

  7. Validate unzr. If $.person_request.person.unzr is not empty and first 8 digits of $.person_request.person.unzr != $.person_request.person.birth_date then

    1. Generate URL with type person.{$.person_request.person.unzr}

 

Invoke Media Content Storage to generate upload URL for each document obtained by executing logic above

IL.person_request.documents structure:

Save documents to DB.

Generate verification code

Invoke Initialize OTP to generate one time password and send it to client number. At this stage, the person receives an SMS message to confirm this phone and the consent to create a person.

Phone_number: ILperson_request.authentication_method_current.$.authentication_number

cURL example

Response structure

See on Apiary

Example:

Update person request

To update the data of an existing person use an endpoint `Create/Update person request`.

It is necessary to transfer the same json as when creating person, only to transfer the id of an existing person and do not transfer the block with the authentication methods.

If person.id is in request then 

  • validate person.id is UUID

    • in case error return 422

  • search person by person.id in MPI 

    • in case error return 422, "such person doesn't exist"

  • search persons in mpi (Пошук персон. Версія 3)

    • validate person be deduplication model (if score >  PERSON_ONLINE_DEDUPLICATION_UPDATE_SCORE, then add mpi_id to person request)

      • else return error 409, "such person can't be updated. Deduplication update score is lower than system value (less changes should be made)"

Authorize

  1. Verify the validity of access token

  2. Check user scope person_request:write in order to perform this action

Request data validation

Validate request

Validate request using JSON schema

 

Validate documents, confidant_person, flag no_tax_id

Validate documents, flag `no_tax_id`, confidant_person as on Create person request 

Validate authorize_with

The person can pass the id of his auth_method which he wants to confirm the update of the request. The necessary auth method can be found by making Get person's auth methods

  1. validate auth_method.id is UUID

    1. in case error return 422

  2. search auth method in MPI.person_authentication_method

    1. in case error return 422, "such authentication method doesn't exist"

  3. search auth method of this person where  MPI.person_authentication_method.person_id = $.person.id

    1. in case error return 422, "such authentication method does not belong to this person"

  4. validate that auth_method.type = NA

    1. in case error return 422, "Сannot be confirmed by a method with type= NA. Use a different method."

  5. validate that this method is active ( authentication_method.ended_at > now() and is_active = true)

This field is optional and set in il.person_reques.authentication_method_current.

If person request doesn't have this field, then choose that method which is returned from mpi as person's default method

Save person request

Insert record to IL.person_request in status 'NEW'. Person_id from request save in field mpi_id in IL.person_request

Search pending person requests

Search persons request  in IL_DB.person_requests to prevent requests duplication:

Cancel person requests

Change status of all found person requests:

Validate parameters

Person can't update tax_id. (He can update tax_id from null to tax_id or from null to null).

Also person can update birth_date if it validates with tax_id.

Validate auth_method_current

Set default auth method of person on IL.auth_method_request.auth_method_current - use function in mpi, that return default auth method

Validate that auth_method_current !=NA

Processing

Generate upload URL

Depending on the payload system generates list of signed urls for document scan-copies upload.

Signed URLs to be expired after some period of time (configurable `SECRETS_TTL`). If it has been expired - new person request should be created.

Each link is generated for one one-page document in jpeg format. Document should be no more than 10MB. For each type of documents only one single link is generated.

  1. Validate flag no_tax_id, if $.person_request.person.no_tax_id = true:

    1. Generate URL with type person.no_tax_id

  2. Validate if $.person_request.person.tax_id is not empty and $.person_request.person.no_tax_id = false then

    1. If (GetBirthDateFromTaxId($.tax_id) != $.birth_date) or (GetGenderFromTaxId($.tax_id) != $.gender) or CheckValidity($.tax_id) = false (i.e. invalid checksum) then

      • Generate URL with type person.tax_id

  3. Validate block confidant person. If person.confidant is not null:

    1. Generate URLs with type confidant_person.{confidant_person.type}.{$.person_request.person.confidant_person.[:].documents_relationship.[:].type}

    2. Generate URLs with type confidant_person.{confidant_person.type}.{$.person_request.person.confidant_person.[:].documents_person.[:].type}

  4. Validate block of person documents. If one of the documents has document.type = BIRTH_CERTIFICATE_FOREIGN and there is no same document in {$.person_request.person.confidant_person.[:].documents_relationship.[:]}

    and age < no_self_auth_age then

    1. Generate URL with type person.{$.person_request.person.documents.[with type BIRTH_CERTIFICATE_FOREIGN].type}

  5. Validate block of person documents. If one of the documents has document.type = PERMANENT_RESIDENCE_PERMIT and age >= no_self_auth_age then

    1. Generate URL with type person.{$.person_request.person.documents.[with type PERMANENT_RESIDENCE_PERMIT].type}

  6. Validate authentication_method. If authentication method = OFFLINE or third_person (and this third_person.auth_method = OFFLINE) - 

    1. Generate URLs with type person.{$.person_request.person.documents.[:].type} (or Generate URL's with type third_person.{$.third_person.documents.[:].type})

  7. Validate unzr. If $.person_request.person.unzr is not empty and first 8 digits of $.person_request.person.unzr != $.person_request.person.birth_date then

    1. Generate URL with type person.{$.person_request.person.unzr}

 

Save documents to DB.

Generate verification code

Invoke Initialize OTP to generate one time password and send it to client number. At this stage, the person receives an SMS message to confirm updating a person's data.

Phone_number: MPI.person_authentication_method where person_id = $person_request.persin_id and is_primary = True

cURL example

HTTP status codes

HTTP status code

Message

What caused the error

HTTP status code

Message

What caused the error

201

 Response

 

409

Invalid legal entity type

Such person exists. Update this person

Such person can't be updated. Deduplication update score is lower than system value (less changes should be made)

Validation failed

422

Unverified phone number

Such a phone already exists more N times

Confidant person is mandatory for children

Incorrect person age for such an action

String does not match pattern ...

Required property patient_signed was not present

Value is not allowed in enum

Document issued date should be in the past

Document issued date should greater than person.birth_date

Document expiration_date should be in future

Expiration_date is mandatory for document_type $.documents.type

Unzr or birthdate are not correct

Unzr is mandatory for document type NATIONAL_ID

This phone number is present more then $.global_parameters.phone_number_auth_limit times in the system

Such person doesn't exist

Such authentication method doesn't exist

Cannot be confirmed by a method with type= NA. Use a different method.

Validation failed

 

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