Greg Caito

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Oracle Application Footprint Overview

• Greg Caito
• New York State Account Manager - Public Sector

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Oracle Product Footprint
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Oracle Peoplesoft State Gold Overview

• Bryan Howe
• Regional Director - Public Sector

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Oracles PeopleSoft State Gold

• A PeopleSoft Preconfigured Instance
• Applications preconfigured with common statewide
  business processes along with templates and tools
  to facilitate the implementation at the statewide
  level
• Configured with Best Practice Business Processes

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Gold Modules
PeopleSoft GOLD Financial Modules - Completed

• General Ledger
• Commitment Control
• Accounts Payable
• eProcurement
• Purchasing

• Grants
• Projects for Grants
• Contracts
• Billing and AR for Grants
• Cash/Deal Management

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PeopleSoft Application Architecture Overview

• Marc Cohen
• Public Sector
• Oracle Technologist

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Agenda

• Applications Architecture
• Interface Methodologies
• Introduction Integration Tools

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State of NY (Application Architecture)
Agency Systems
Phase One State
CAS DOT DOC ORCL NICHE TAX Courts DEQ DOC VSP DMV
DSS DOE DMAS SCC
F U S I O N M I D D L E W A R E
EPM Intelligence Warehouse
Consolidation Hub
Hyperion Budgeting Planning
PEOPLESOFTFinancials
ORACLE DATABASE
Legacy Systems
PeopleSoft Agencies
Oracle E-Business Suite
Oracle Niche Agencies
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State of NY (Application Architecture)
Agency Systems
Phase One State
CAS DOT DOC ORCL NICHE TAX Courts DEQ DOC VSP DMV
DSS DOE DMAS SCC
EPM Intelligence Warehouse
Hyperion Budgeting Planning
PEOPLESOFTFinancials
ORACLE DATABASE
Legacy Systems
PeopleSoft Agencies
Oracle E-Business Suite
Oracle Niche Agencies
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Applications Architecture Overview
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Application Interface Methodology
Oracle FMS Enterprise Solution

ApplicationLayer
Financials
Budgeting
Warehouse
BPEL
Execution Layer
ODI
ESB
Vendor/PersonCustomer
IB
Existing Solutions
AGENCIES
SHADOW
ORACLE
CAS
Payroll
Oracle PeopleSoft Enterprise
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Application Interface Methodology
Oracle FMS Enterprise Solution

ApplicationLayer
Financials
Budgeting
Warehouse
Execution Layer
ODI
ESB
BPEL
Vendor/PersonCustomer
Messaging
Existing Solutions
AGENCIES
SHADOW
ORACLE
CAS
Payroll
Oracle PeopleSoft Enterprise
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Application Solution
O R A C L E D A T A B A S E
InterfaceLayer

Portals
Dashboards
Reporting
Oracle FMS Enterprise Solution

ApplicationLayer
Financials
Budgeting
Warehouse
PeopleSoft
Hyperion
PeopleSoft
Oracle EAI Solution (Fusion Middleware)
IB
MDM
ETL
Execution Layer
ODI
ESB
BPEL
Vendor/PersonCustomer
Messaging
Existing Solutions
AGENCIES
SHADOW
ORACLE
CAS
Payroll
Oracle PeopleSoft Enterprise
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Questions
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Service Oriented Architecture Overview

• Brian Nault
• Oracle Application Technologist

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Agenda

• SOA Reference Architecture
• Real Time Orchestration BPEL/ESB
• Services Registry UDDI
• Monitoring Services BAM
• Bulk Data Integration ODI
• Securing Web Services OWSM

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State of NY (Application Architecture)
Agency Systems
Phase One State
CAS DOT DOC ORCL NICHE TAX Courts DEQ DOC VSP DMV
DSS DOE DMAS SCC
F U S I O N M I D D L E W A R E
EPM Intelligence Warehouse
Consolidation Hub
Hyperion Budgeting Planning
PEOPLESOFTFinancials
ORACLE DATABASE
Legacy Systems
PeopleSoft Agencies
Oracle E-Business Suite
Oracle Niche Agencies
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Oracle Fusion Middleware
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The Oracle SOA Technologies
DATA SERVICES CONNECTIVITY
B2B
ODI
Adapters
Partners EDI
Tech/Apps
ETL, Metadata, MDM, Data Services
J2EE Application Server
Messaging
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SOA Lifecycle
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SOA Reference Architecture
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SOA Reference Architecture
Oracle SOA Suite
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SOA Reference Architecture
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Oracle Enterprise Service Bus (ESB)
An ESB is a multi-protocol fabric to separate
integration concerns from applications and
business logic

• Virtualized Endpoints From resources to
  services.
• Transform Convert data to target formats.
• Route Reliable transport over a variety of
  protocols.
• Standards Based XSLT, SOAP, XPATH, JMS, JCA,
• Hot Pluggable Java, J2EE, .NET, database,
  application server,

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Oracle BPEL Process Manager
Enterprise-strength infrastructure for designing,
deploying and managing BPEL business processes
JDeveloper, Eclipse

• Comprehensive BPEL implementation.
• Easy-to-Use Modeling tool
• Reliable and Scalable process engine.
• Flexible binding framework
• Rich management and monitoring

BPEL Designer
BPEL
BPEL Process Manager
WSDL Binding
Built-in Integration Services
Web services
Dehydration Store (Oracle Database)
Java, JMS
JAVA
XSLT
Rich Workflow
Sensors
File, FTP
Core BPEL Engine
Database
BPEL Console
Apps
MANAGE
J2EE Application Server
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Oracle Service Registry (UDDI)

• Provides visibility into services, service
  providers and related resources across the
  enterprise

Policy Manager Policies
Oracle Application Server Services, BPEL
Processes, ESBs
SOA Repository XSDs, XSLTs, Etc.
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Oracle Business Rules
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Business Activity Monitoring
BAM Architect ? BAM Studio ? BAM Viewer

• Real-time KPIs
• Thin Browser GUI
• Role Based Access
• Live Display Technology
• Portal Compatible
• Embedded actions and alerts
• Highly Scalable three-tier architecture
• Feeds BPEL, JMS, DB, MSMQ

JDeveloper, Eclipse
BPEL Designer
BPEL Process Manager
Built-in Integration Services
BPEL Console
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Oracle Data Integrator

• E-L-T Architecture
• High Performance data Integration
• Re-use of existing IT resources and skills
• Declarative Design
• Focus on the process instead of the technical
  details
• Improved developer productivity
• Knowledge Modules
• Encapsulate technical best practices for the most
  used data sources
• Built-in templates for reverse-engineering
  heterogonous sources, optimized loading and
  integration, data quality enforcement and change
  data capture

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Oracle Web Security Manager
BUILD Policies
ENFORCE Policies Deployment as Gateway Process
or as Embedded Agents
MONITOR Policies
Policy Gateway
Policy Agents
Oracle EnterpriseManager
Policy Manager
Web Services
Providing a common framework for securing Web
Services
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SOA Reference Architecture
Oracle SOA Suite
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Questions
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Design-Time Integration with 10.1.3 Tools

• Oracle JDeveloper
• Retrieve WSDL generate stub
• Test service based on retrieved WSDL
• Oracle BPEL Designer
• Query UDDI for service to invoke as a partner
  link
• Oracle ESB Designer
• Query UDDI for routing service (mediator)

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PeopleSoft Enterprise Performance
ManagementOracle BI Enterprise Edition Suite Plus

• Noel Pelletier
• Public Sector
• Oracle Applications Business Intelligence
  Specialist

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Proposed EPM Solution for FMS
Web
Office
Desktop
Mobile
Embedded
Performance Management Applications
Operational BI Applications
PeopleSoft EPM
Hyperion Planning
PeopleSoft PMW
Business Intelligence Foundation
Oracle BI Enterprise Edition Suite Plus
Fusion Middleware
OLTP ODS Systems
Data Warehouse Data Mart
Oracle, Siebel, PeopleSoft, SAP, Custom
Excel XML
Business Process
Essbase
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Hyperion Planning
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PeopleSoft Enterprise Performance Management
Enterprise Performance Mgmt
Interactive Dashboards
Role-Based Scorecards
Compliance
Planning and Forecasting
Cost Management
Fusion Middleware
Set StrategicObjectives
Plan andBudget
CommunicatePlan
Measure andAnalyze Results
Take Action
HumanResources
Budget Formulation
Purchasing
Supplier
Service Cost Analysis
311
Finance
Provide Feedbackto Strategy
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PeopleSoft Enterprise Performance Management
Single Comprehensive, Proven, and Integrated
suite of Analytical Applications
Processed Information
Dashboards
Scorecard
Portal
Web Services
PeopleSoft
Performance Management Warehouse
CPM Applications
Legacy Systems
Non-PeopleSoft Systems
EPM Foundation
Raw Data

• Extensible Pre-Packaged Comprehensive Data
  Warehouse
• Pre-Integrated Analytic Applications
• Modular Design and Deployment Engine
• Proven Heterogeneous Data Support
• Embedded Business Expertise

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Performance Management WarehouseOptimize
Business Processes and Resources
Processed Information
Dashboards
Portal
Scorecard
Web Services
PeopleSoft
Performance Management Warehouse
Analytic Applications
Legacy Systems
Non-PeopleSoft Systems
EPM Foundation
Raw Data
Set StrategicObjectives
Plan andBudget
CommunicateGoals Metrics
Measure andAnalyze Results
Take Corrective Action
HumanResources
Budget Formulation
Purchasing And Spend
Supplier
Service Cost Analysis
311/511
Finance
Provide Feedbackto Strategy
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Key Requirement Drivers for Proposed Solution

• NYFMS will provide a foundation to standardize
  processes and information, thus enabling
  management to make more informed decisions. The
  success of NYFMS in meeting this objective is
  tied to the ability for users to access and
  analyze this information through a data
  warehouse.
• Provide a detailed level of statewide
  information that does not exist today
• Enable cross-agency comparisons and what if
  scenarios
• Aggregate statewide information and expand the
  ability to perform ad hoc queries and, Improve
  the data and methods available to the States
  financial analysts.
• It is expected that functionality available
  through the NYFMS data warehouse and reporting
  environment will be enhanced over time, and will
  likely evolve through stages that incrementally
  provide
• Reporting based on core NYFMS ERP data
• Data from key external State financial systems,
  such as the Central Accounting System, and the
  Personnel Service and Payroll System operated by
  the Office of the State Comptroller
• Performance based budget monitoring
• Access to agency program data
• Incorporation of historical data.
• Analysis and reporting is the ultimate goal of
  the warehouse therefore, the software solution
  proposed must provide a robust, easy to use set
  of front end tools to accomplish that goal.

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Performance Management Warehouse
Extensible Pre-Packaged Comprehensive Data
Warehouse
Performance Management Warehouse
Campus Solutions Warehouse
Financials Warehouse
Supply Chain Warehouse
HCM Warehouse
Citizen Warehouse
Financials Warehouse
6 Subject Areas
4 Subject Areas
6 Subject Areas
4 Subject Areas
3 Subject Areas

• Advanced Cost Accounting
• Projects
• GL Profitability
• Accounts Payable
• Real Estate
• Accounts Receivable

• Compensation
• Learning Development
• Recruiting
• Workforce Profile

• Fulfillment Billing
• Inventory
• Manufacturing
• Procurement
• Spend
• Supply Chain Planning

• Recruiting and Admissions
• Student Records
• Student Financials

• Service
• Sales
• Marketing
• Citizen

• Pre-packaged Content
• Maps 6000 of ETL maps
• Models 23 Pre-Built Data Marts
• Metrics 100s of pre-packaged best business
  practice metrics
• Buy Extend Value Proposition
• It is less expensive to buy a packaged data mart
  extend it, than to purchase tools to build and
  maintain a custom warehouse

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PeopleSoft Public Sector Warehouse Details
BENEFITS
SAMPLE METRICS
General Ledger
Accounts Receivable
Accounts Payable

• Provide a consistent and accurate view of
  financials to management
• Gain visibility into government financial
  performance such as revenue, expense, and budget
  amounts.
• Examine Spending Trends by agency, supplier, as
  well as item categories
• Measure Budget vs Actual Expenditures and Revenue
  to ensure proper Funding
• Closely manage cash position
• Analyze Project performance to keep projects
  on-time and on budget
• Expose Inefficiencies and problems in the
  procurement process and supply base
• Measure supplier performance to help negotiate
  better supplier contracts.
• Isolate maverick spending, excessive purchase
  price variance, and contract compliance issues

• Journal Amount
• Three Month Rolling Avg Amt
• Beginning Per Amt
• Ending Per Amt
• Net Trans Amt
• Report Actual Amt
• Report Budget Amt
• Variance Amount
• Variance
• of Actual to Budget Variance
• Balance Sheet Amt
• Forecast Amount
• Variance Forecast Amount
• Requested Budget Amt
• Approved Budget Amt

• Balance Amount
• Adjustment Amount
• Discount Amount
• Discount Lost
• Paid Amount
• Prepaid Amt
• Late Charge Amt
• Match Except. Cnt
• Pymnt Type Cnt
• Held Count

• Outstanding Amt
• Total AR Aging Bal
• Aging
• Item Trans Amt
• Due Days
• Discount Amt
• Adjustment Amt
• Dispute Amt

Procurement and Spend
Project Management

• Amount Open
• Amount Received
• Rejected
• Days from Requisition
• PO Cost
• Cost Variance
• Quantity Accepted
• Voucher Amount
• Expected Lead Time
• Days from Voucher to Last Payment
• Invoice Age
• Paid to Data

• Actual Cost of Work Performed
• Budget Cost of Work Performed
• Actual Hours
• Budget Hours
• Complete
• Cost Variance
• Duration Days
• Deliverable Count
• Resource Amount
• Schedule Variance

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Single Enterprise Data Model
Dashboards
Scorecard
Portal
Web Services
PeopleSoft
Performance Management Warehouse
CPM Applications
Legacy Systems
Non-PeopleSoft Systems
EPM Foundation

• Features
• Packaged Maps, Models, Metrics
• Conformed dimensions
• Transaction data stored in most granular fashion
• Tracks full history of changes - Incremental
• Prebuilt and extensible
• Built for Faster Deployment

• Benefits
• State-wide business analysis
• Access summary metrics or drill to lowest level
  of detail
• Accurate historical representations

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Packaged Maps, Models, and Metrics
Metrics
Maps
Models

• Pre-Built Integration to Oracle BI Reporting
  Platform
• Pre-Built dashboards and Subject Areas
• Pre-Integration to ERP

• Optimized Star Schemas
• Granular Data
• Slowly Changing Dimensions
• Surrogate key support
• Conforming Dimensions

• 6000 pre-built ETL maps

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EPM 9.0 Architecture
Analytic Apps
Operational Warehouse Enriched (OWE)
ETL
CAS
Multi-Dimensional Analysis
Multi-Dimensional Warehouse (MDW)
ETL
OSC
ERP
Legacy
Operational Warehouse Staging (OWS)
ETL
ETL
FMS
Operational Reporting
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Oracle BI Enterprise Edition SuiteOne Platform,
One Model, Multiple Delivery Channels
MS Office Outlook Integration
Essbase Analytics
Common Enterprise Information Model
Integrated Security, User Management,
Personalization
Multidimensional Calculation and Integration
Engine
Intelligent Request Generation and Optimized Data
Access Services
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Oracle BI Enterprise Edition Suite Designed for
Pervasive Intelligence
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Oracle BI Enterprise Edition Suite Designed for
Pervasive Intelligence

• Excel, PowerPoint, Word, Outlook
• Dynamic updates across applications
• Authoring and consumption

MS Office Integration

• Offline interactive reports, briefing books and
  dashboards
• Connect, synch and go
• PDAs, Phones, Laptops

Disconnected Mobile Analytics

• Always on
• Personalized functionality insight
• Collaboration via report sharing, discussion, chat

Desktop Gadgets
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EPM Warehouse Starter Kit for OBIEE Certification
with Oracle Business Intelligence EE

• Enterprise Information Model
• Dashboard Templates
• Security Bridge
• Seamless Integration between PeopleSoft Apps
  Portal

After
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Functionality Overview

• Logical Model
• Logical model for All data marts
• Dashboard Templates
• Dashboard Template for Each Subject Area
• Guided Navigation
• Alerts Exceptional highlighting
• Integration
• Synchronized Row-level Security
• Ability to integrate with PeopleSoft Portal
• Ability to integrate with PeopleSoft FSCM
• Fusion Support
• Leverage Fusion BI platform today

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Business Intelligence Foundation
Oracle BI Enterprise Edition
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Oracle BI Enterprise Edition SuiteOne Platform,
One Model, Multiple Delivery Channels
MS Office Outlook Integration
Essbase Analytics
Common Enterprise Information Model
Integrated Security, User Management,
Personalization
Multidimensional Calculation and Integration
Engine
Intelligent Request Generation and Optimized Data
Access Services
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Oracle BI ServerSimplified, Powerful, Scalable
Intelligence Across Sources

• Simplified business model view
• Advanced calculation integration engine
• Intelligent request generation and optimized,
  distributed data access
• Mission critical scalability and performance
• Foundation for all OBIEE presentation services

Oracle BI EE Presentation Services
Other 3rd Party Tools
Open SQL Interface

• Simplified Business View
• Unified Metadata
• Intelligent Caching
• Advanced calculations
• Aggregate navigation creation
• Federated query and integration
• Optimized SQL / function shipping

• Oracle BI Server

• Native RDBMS
• Oracle
• SQL Server
• DB2
• Teradata
• ODBC

• Multi-dimensional
• XMLA
• Oracle OLAP Option
• MS Analysis Services
• SAP BW

• Other
• XML,
• Excel
• Text

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Common Enterprise Information ModelEnables
Consistency, Security, Reuse, Flexibility
Presentation Layer
Role-based views of the information relevant to
the user

• User roles, preferences
• Simplified view
• Logical SQL interface

Semantic Object Layer

• Dimensions
• Hierarchies
• Measures
• Calculations
• Aggregation Rules
• Time Series

Consistent definition of business measures,
metrics, calculations
Model once, deploy everywhere
Physical Layer

• Map Physical Data
• Connections
• Schema

Across any data sources
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Common Enterprise Information ModelModel once,
deploy everywhere

• Information consistency
• Information availability
• Eliminates data silos
• Increased user adoption
• Greater Leverage in IT

Microsoft Office
Disconnected Analytics
Proactive Alerts
Formatted Reports
Interactive Dashboards
Subject Area Analysis
Ad Hoc Analysis
Common Enterprise Information Model
Oracle BI EE Server
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Common Enterprise Information ModelModel once,
deploy everywhere
Physical Layer
Presentation Layer
Business Model and Mapping Layer

• Optimized SQL regardless of schema
• Can source data from multiple sources
• Data is not moved from parent table

• Physical complexity converted to logical subject
  areas
• Define drill paths and derived measures
  level-based, time series, nested etc.

• Role-based, in-context, personalized
  presentation exposed to Oracle Answers
• Change names to align with business practices

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Powerful Insight Across Data SourcesSimplify
analysis of distributed data

• Point and click access to information spanning
  multiple physical sources
• Users interact with simplified model
• Shielded from complex physical data
• Complete and timely information
• Real-time and historical data
• Enables high value cross-departmental analysis

Show me purchase orders through today for my
highest volume suppliers. Assure sufficient need
for purchase orders.
Oracle BI Server Intelligent Request Generation
ODS / Operational
Inventory System
Data Warehouse
Todays Procurement
Current Inventory
Historical Procurement (through yesterday)
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Questions
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