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Regent Award License

General
Account Management
Useful Links
Message Center
Financial Aid
Documents

Regent Review License

General
Account Management
Useful Links
Message Center
Documents
Smart Form (including VWS)
E-Signature

Regent Plan License

Advisor Assist
General
Glossary
My Borrowing
Course Enrollment Estimator

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A school can modify various configuration items, but the Student Experience portal will not utilize those new settings until they have been \"published\" using this button. Once the configuration items are published, they will be immediately available to the student without the need to re-sign into the application. If a school changes its Institution, Campus, or Site names, the \"Publish Portal Configuration\" button will also update the new names in the Student Experience portal. There is no need to also choose \"Reload RNA\" from Enterprise Setup when publishing Portal Configurations. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Updates to configuration changes should first be published and tested in a client QA environment before being configured in Production. Clients can request that a recent copy of Production be restored to a QA environment via Customer Zone.","type":"text"}]},{"type":"paragraph","content":[{"text":"** IMPORTANT NOTE** ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff5630"}},{"type":"strong"}]},{"text":"- clients ","type":"text"},{"text":"must","type":"text","marks":[{"type":"underline"},{"type":"strong"}]},{"text":" ","type":"text","marks":[{"type":"strong"}]},{"text":"publish portal configuration after restoring Production to a lower QA environment to avoid errors when testing.","type":"text"}]},{"type":"paragraph"},{"type":"mediaSingle","attrs":{"layout":"center","width":1139,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1139,"alt":"image-20241022-201953.png","id":"a84ff5a1-3bb5-4df6-b5fd-04d1a398c306","collection":"contentId-1744928913","type":"file","height":711}}]},{"type":"paragraph"},{"type":"paragraph"},{"type":"heading","attrs":{"level":2},"content":[{"text":"General Subtab (","type":"text"},{"text":"User Guide: Student Experience-Branding","type":"text","marks":[{"type":"link","attrs":{"href":"https://regenteducation.atlassian.net/wiki/spaces/CZ/pages/899875184"}}]},{"text":")","type":"text"}]},{"type":"table","attrs":{"layout":"full-width","width":1800.0,"localId":"736e70a9-c1bc-4bf1-9856-9e347bdf6fb2"},"content":[{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[164.0]},"content":[{"type":"paragraph","content":[{"text":"Field Name","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[645.0]},"content":[{"type":"paragraph","content":[{"text":"Description","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[151.0]},"content":[{"type":"paragraph","content":[{"text":"Required/Optional","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[123.0]},"content":[{"type":"paragraph","content":[{"text":"Type","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[194.0]},"content":[{"type":"paragraph","content":[{"text":"Value","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[273.0]},"content":[{"type":"paragraph","content":[{"text":"Business Rule","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":6,"background":"#e0f0ff","rowspan":1,"colwidth":[164.0,645.0,151.0,123.0,194.0,273.0]},"content":[{"type":"paragraph","marks":[{"type":"alignment","attrs":{"align":"center"}}],"content":[{"text":"Branding Settings","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[164.0]},"content":[{"type":"paragraph","content":[{"text":"Site Logo","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[645.0]},"content":[{"type":"paragraph","content":[{"text":"The logo URL provided here will display in the Header throughout the portal. 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If Site Logo is not blank, the Site Logo Alt Text is required.","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[151.0]},"content":[{"type":"paragraph","content":[{"text":"Required if Site Logo is not blank; Optional otherwise.","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[123.0]},"content":[{"type":"paragraph","content":[{"text":"Textbox","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[194.0]},"content":[{"type":"paragraph","content":[{"type":"hardBreak"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[273.0]},"content":[{"type":"paragraph","content":[{"text":"100 characters maximum.","type":"text"}]},{"type":"paragraph","content":[{"text":"If Site Logo is not blank, the Site Logo Alt Text is required.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[164.0]},"content":[{"type":"paragraph","content":[{"text":"PDF Logo","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[645.0]},"content":[{"type":"paragraph","content":[{"text":"The logo URL entered here will display at the top of the downloadable PDF for any Smart Form. 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400px

Selected Menu Item
Header Bar
Direct Cost Widget Title
Direct Cost Widget Border
Component Help
Payment Link and Amount
Tile Close Text
Remaining Direct Cost Title
Payment Link and Amount
Payment Details Field Titles
Dropdown Caret
Menu / Expand Collapse Icon

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Unread Email Heading
Button (All button text is white)
Instructional Message Border
Instructional Message "Show Full Info" Text
Tile Expansion Text
Profile Horizontal Rule Bar
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Title Bar
Statement of Understanding Background
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Sign In Background

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Instructional Message Background
Direct Cost Widget Background
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Simply unselect this field on the Fund level to hid the award on the portal.","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[72.0]},"content":[{"type":"paragraph","content":[{"text":"Optional","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[21.0]},"content":[{"type":"paragraph","content":[{"text":"Checkbox","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[342.0]},"content":[{"type":"paragraph","content":[{"text":"Selected by default","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[486.0]},"content":[{"type":"paragraph","content":[{"text":"When this field is unselected, all other fields on the screen are disabled.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[106.0]},"content":[{"type":"paragraph","content":[{"text":"Display Instructional Message","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[527.0]},"content":[{"type":"paragraph","content":[{"text":"When this checkbox is selected, the Instructional Header and Message configured will display at the top of the Financial Aid screen.","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[72.0]},"content":[{"type":"paragraph","content":[{"text":"Optional","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[21.0]},"content":[{"type":"paragraph","content":[{"text":"Checkbox","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[342.0]},"content":[{"type":"paragraph","content":[{"text":"Unselected by default","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[486.0]},"content":[{"type":"paragraph","content":[{"type":"hardBreak"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[106.0]},"content":[{"type":"paragraph","content":[{"text":"Instructional Message Header Text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[527.0]},"content":[{"type":"paragraph","content":[{"text":"The text entered here will display as a customized Header on the Financial Aid Instructional Text.","type":"text"}]},{"type":"paragraph","content":[{"text":"The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using:","type":"text"}]},{"type":"paragraph","content":[{"text":"{OfficeName}, {OfficePhone} or {OfficeEmail}","type":"text","marks":[{"type":"subsup","attrs":{"type":"sup"}}]}]},{"type":"paragraph","content":[{"text":"As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated.","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[72.0]},"content":[{"type":"paragraph","content":[{"text":"Optional unless \"Display Instructional Message\" is Selected","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[21.0]},"content":[{"type":"paragraph","content":[{"text":"Text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[342.0]},"content":[{"type":"paragraph","content":[{"text":"Alphanumeric","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[486.0]},"content":[{"type":"paragraph","content":[{"text":"When \"Display Instructional Message\" is selected, this field is required.","type":"text"}]},{"type":"paragraph","content":[{"text":"50 characters max","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[106.0]},"content":[{"type":"paragraph","content":[{"text":"Instructional Message Text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[527.0]},"content":[{"type":"paragraph","content":[{"text":"The text entered here will display as instructional text on the Financial Aid screen. The editor allows the user to apply formatting to the text and provide HTML to manipulate the display. 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This method helps avoid unexpected formatting issues.","type":"text","marks":[{"type":"em"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Be cautious when copying from other editors: ","type":"text"},{"text":"If you copy text from another editor (like Word), the formatting might carry over and look different in this editor. You might need to adjust it to fit your needs.","type":"text","marks":[{"type":"em"}]}]}]}]},{"type":"paragraph","content":[{"text":"By following these steps, you'll have a smoother experience, and your text will look great!","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[72.0]},"content":[{"type":"paragraph","content":[{"text":"Optional unless \"Display Instructional Message\" is Selected","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[21.0]},"content":[{"type":"paragraph","content":[{"text":"Editor","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[342.0]},"content":[{"type":"paragraph","content":[{"text":"Alphanumeric and HTML","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[486.0]},"content":[{"type":"paragraph","content":[{"text":"When \"Display Instructional Message\" is selected, this field is required.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":6,"background":"#e0f0ff","rowspan":1,"colwidth":[106.0,527.0,72.0,21.0,342.0,486.0]},"content":[{"type":"paragraph","marks":[{"type":"alignment","attrs":{"align":"center"}}],"content":[{"text":"Cost of Attendance Settings","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[106.0]},"content":[{"type":"paragraph","content":[{"text":"Display Full Cost of Attendance","type":"text","marks":[{"type":"textColor","attrs":{"color":"#555555"}}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[527.0]},"content":[{"type":"paragraph","content":[{"text":"When this checkbox is selected, the student's full Cost of Attendance will display on the Financial Aid main screen.","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[72.0]},"content":[{"type":"paragraph","content":[{"text":"Optional ","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[21.0]},"content":[{"type":"paragraph","content":[{"text":"Checkbox","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[342.0]},"content":[{"type":"paragraph","content":[{"text":"Selected by default","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[486.0]},"content":[{"type":"paragraph","content":[{"text":"Students are able to view cost items such as \"Indirect Cost\", \"Direct Cost\", \"Resources\", and \"Total Cost.\"","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[106.0]},"content":[{"type":"paragraph","content":[{"text":"Display Direct Costs Summary","type":"text","marks":[{"type":"textColor","attrs":{"color":"#555555"}}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[527.0]},"content":[{"type":"paragraph","content":[{"text":"When this checkbox is selected, a summary of the student's Direct Costs for the Academic Year will display within each Award tile, when the Award tile is expanded, on the Financial Aid main screen.","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[72.0]},"content":[{"type":"paragraph","content":[{"text":"Optional","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[21.0]},"content":[{"type":"paragraph","content":[{"text":"Checkbox","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[342.0]},"content":[{"type":"paragraph","content":[{"text":"Selected by default","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[486.0]},"content":[{"type":"paragraph","content":[{"type":"hardBreak"}]}]}]},{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":6,"background":"#e0f0ff","rowspan":1,"colwidth":[106.0,527.0,72.0,21.0,342.0,486.0]},"content":[{"type":"paragraph","marks":[{"type":"alignment","attrs":{"align":"center"}}],"content":[{"text":"Statement of Understanding (SOU) Settings","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[106.0]},"content":[{"type":"paragraph","content":[{"text":"SOU Short Description","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[527.0]},"content":[{"type":"paragraph","content":[{"text":"The text entered here will display on the Financial Aid component above the \"Read Statement of Understanding\" button. If no text is configured here, only the \"Read Statement of Understanding\" button will be displayed.","type":"text"}]},{"type":"paragraph","content":[{"text":"The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using:","type":"text"}]},{"type":"paragraph","content":[{"text":"{OfficeName}, {OfficePhone} or {OfficeEmail}","type":"text","marks":[{"type":"subsup","attrs":{"type":"sup"}}]}]},{"type":"paragraph","content":[{"text":"As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated.","type":"text"}]},{"type":"paragraph","content":[{"text":"The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided. Or, type the text into Notepad, and then copy and paste the text into the editor. If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner.","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[72.0]},"content":[{"type":"paragraph","content":[{"text":"Optional","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[21.0]},"content":[{"type":"paragraph","content":[{"text":"Editor","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[342.0]},"content":[{"type":"paragraph","content":[{"text":"Alphanumeric and HTML","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[486.0]},"content":[{"type":"paragraph","content":[{"text":"If configured this must also be configured at the Fund Setup Level. 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If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner.","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[72.0]},"content":[{"type":"paragraph","content":[{"text":"Optional","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[21.0]},"content":[{"type":"paragraph","content":[{"text":"Editor","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[342.0]},"content":[{"type":"paragraph","content":[{"text":"Alphanumeric and HTML","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[486.0]},"content":[{"type":"paragraph","content":[{"text":"If configured this must also be configured at the Fund Setup Level. Reference ","type":"text"},{"text":"Fund Setup Data Elements","type":"text","marks":[{"type":"link","attrs":{"href":"https://regenteducation.atlassian.net/wiki/spaces/CZ/pages/263454960/Fund+Setup+Data+Elements?src=search"}}]},{"text":" for additional details","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":6,"background":"#e0f0ff","rowspan":1,"colwidth":[106.0,527.0,72.0,21.0,342.0,486.0]},"content":[{"type":"paragraph","marks":[{"type":"alignment","attrs":{"align":"center"}}],"content":[{"text":"Payment Period Details Settings","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[106.0]},"content":[{"type":"paragraph","content":[{"text":"Help Text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[527.0]},"content":[{"type":"paragraph","content":[{"text":"The text configured here will display as instructional or \"help\" text at the top of the Payment Period Details screen.","type":"text"}]},{"type":"paragraph","content":[{"text":"The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using:","type":"text"}]},{"type":"paragraph","content":[{"text":"{OfficeName}, {OfficePhone} or {OfficeEmail}","type":"text","marks":[{"type":"subsup","attrs":{"type":"sup"}}]}]},{"type":"paragraph","content":[{"text":"As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated.","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[72.0]},"content":[{"type":"paragraph","content":[{"text":"Optional","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[21.0]},"content":[{"type":"paragraph","content":[{"text":"Textbox","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[342.0]},"content":[{"type":"paragraph","content":[{"text":"Alphanumeric","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[486.0]},"content":[{"type":"paragraph","content":[{"text":"250 characters max","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":6,"background":"#e0f0ff","rowspan":1,"colwidth":[106.0,527.0,72.0,21.0,342.0,486.0]},"content":[{"type":"paragraph","marks":[{"type":"alignment","attrs":{"align":"center"}}],"content":[{"text":"Parent PLUS Settings","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[106.0]},"content":[{"type":"paragraph","content":[{"text":"Allow Actions on \"Accepted\" Awards","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[527.0]},"content":[{"type":"paragraph","content":[{"text":"If \"Yes\" is selected here, the student will have the ability to take any type of action, within the Financial Aid screen, on a Parent PLUS Loan in an \"Accepted\" status. 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The law applies to all schools that receive funds under an applicable program of the U.S. Department of Education. Schools must have written permission from the student prior to releasing any information pertaining to a student's financial information (see ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#003f59"}}]},{"text":"https://www2.ed.gov/policy/gen/guid/fpco/ferpa/index.html","type":"text","marks":[{"type":"textColor","attrs":{"color":"#003f59"}},{"type":"link","attrs":{"href":"https://www2.ed.gov/policy/gen/guid/fpco/ferpa/index.html"}}]},{"text":" for additional information). 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