Uploaded on Dec 9, 2025
Key Dynamics Solutions – Transforming BFSI with Intelligent Digital Innovation Key Dynamics Solutions empowers the Banking, Financial Services, and Insurance (BFSI) sector with modern, secure, and scalable digital solutions. From intelligent automation and AI-driven risk management to streamlined operations and enhanced compliance, we help BFSI organizations improve efficiency, strengthen customer experiences, and drive sustainable growth. With deep domain expertise and advanced Microsoft Dynamics 365 capabilities, Key Dynamics Solutions delivers end-to-end transformation tailored for the financial industry.
Key Dynamics_BFSI Updated
BFSI Industry
01 COMPANY OVERVIEW
02 VALUE PROPOSITION
03 KEY DIFFERENTIATOR
Agenda
04 ERP
05 CRM
DATA & BI
06
07 SUCCESS STORIES
We are a trusted provider of ERP and CRM solutions, specializing in Dynamics 365, Azure
Data & BI Services, Microsoft Power Platform, AI & ML, CRM and Mobile App Development
Services.
DOMAINS
Global Presence
Banking Insurance Financial Services NBFCs Fintech
o Retail Banking o Life Insurance o Capital Markets o Consumer Finance o Digital Wallets & GDA Hubs in Bangalore
o Corporate Banking o Health Insurance o Asset Management o Vehicle & Housing Payment Gateways
o Digital Banking o General Insurance o Mutual Funds & SIPs Loans o Buy Now, Pay Later Ireland
o Neo Banks o Reinsurance o Wealth Management & o Gold Loans & (BNPL) Dubai
o Private Banking & o Microinsurance Financial Advisory Microfinance o Crowdfunding Platforms
Wealth Services o Bancassurance o Investment Banking o Leasing & Hire o InsurTech & Robo- Delhi
o Core Banking o Claims o Brokerage & Securities Purchase Advisory
Systems Management & o Pension Funds & o Peer-to-Peer (P2P) o Blockchain-based Tecno-Functional Team
o Payments & Underwriting Retirement Planning Lending Financial Services MS Implementation
Partner
Settlements o Venture Capital & Private o Digital Lending o RegTech
o ATM & Branch Equity Platforms o Open Banking APIs
Operations
Notably Successful
Vision CERTIFIED BUSINESS MODELRESOURCE Projects Globally
Empowering businesses with • Fixed cost Implementation
smart, growth-driven • 60+ experienced professionals • Time & material Implementation 50+
solutions. • Team with 10+ years of average • Business Consulting- Assessment,
Mission experience
100% Customer
Analysis and Guidance
• 20+ Microsoft certified resources • User training Retention
Delivering tailored systems • Tecno-Functional Team • Project Support & Maintenance
to streamline operations and • Resource Augmentation
drive business success.
SUCCESSFUL Seasoned
PROJECTS TECHNOLOGY FOCUS Professional
Services
• 50+ projects successfully • Dynamics 365 (Finance & Supply
• ERP & CRM delivered across 6+ continents Chain Mgmt, CE & Business Central)
• DATA & BI • 25+ New Implementation • MS Power Platform With a6vera0ge +10+
• Power Platform • 20+integrations • Azure Data & BI years of Industry
• AI & ML • 6+ upgrades • AI&ML Services
• App Development experience• 3+ data migration (ELT • iOS, Android apps
Key Differentiators
Current Challenges We can help you to Desired
• Fragmented data fill this GAP •OuUnticfieodm plaetfsorm for all data
• Inefficient processes • Workflow automation
• Operational blind spots • AI chatbots
• Limited insights TO • Real‐time insights
• Manual tasks • Seamless integrations and
more!
Template & Pre-Built Risk &
Technical COE Repository Data Expertise Accelerators Compliance
Libraries Frameworks
Reducing delivery Reducing project Achieved 99.5% data Successfully used in Ensure 100%
time by up to 15– efforts by 15-20% accuracy in migration 10+ implementations, adherence to GDPR,
20% through Readily through 100+ Readily for previous clients. delivering faster time- SOC, ISO, or other
reference for Coding reusable templates to-value. relevant compliance
best practices, & . available based on standards.
OEnvevrir 9o0n%m ecenrtt iBfircaanticohni ng Repfreerveniocues f oprr orejeucste of
rate in re. levant custeoxmpiezraiteionnc,e Psower Pre-tested scripts save up Reduce risk exposure up to
to 4 weeks of manual Deployment accelerators technologies among Platform extensions, Power 30% with automated reduce implementation
COE team members BI reports migration effort. monitoring tools.timelines by up to 25%.
BFSI – Industry Overview, Challenges & Solutions
The BFSI sector is rapidly evolving with digital payments, Insurtech, and lending innovations—but faces ongoing challenges in agility, customer
satisfaction, and efficiency.
Key Trends
BFSI - Global Market Growth Report
Composable Biometric BFSI Security Market
Applications Authentication B2Sia025ze nbyk, 2i0n20g-2 0f3o0 (rUmSD s the largest sub-
The Latest Trends in sBeillicont)Autonomic RegTech or, followed by 2025-05-28 at
Systems BFSI 10.28.08 $P6M4.0 Band NBFCs (N1o2n.9- %
Global Market
Generative AI Open
Banking Banking Fina CAGR
2024-2030
Privacy Enhancing Payment al Companies).
Computation Processing
2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
Industry
Brief
Banking – Retail, Corporate, Digital Insurance – Life, Health, General Capital Markets / Investment Services NBFCs & FinTech's
Banking – Retail, Corporate, Digital
At Key Dynamics Solutions, we help retail, corporate, and digital banks streamline operations, enhance CX, and ensure compliance using Microsoft Dynamics
365 and Power Platform. From onboarding to fraud prevention, we deliver smart, scalable, end-to-end solutions.
Why Choose Us for
Challenges KDS Solutions Tech Stack BFSI?
Manual KYC and legacy Digital onboarding and
system bottlenecks workflow automation Proven Banking Expertise
Power Power D365 Customer
Apps Automate Insights 60% Faster Onboarding
Compliance complexity Compliance tracking
(KYC/AML, RBI and auditing
guidelines) 360° Customer
D365 Azure Intelligence
Compliance Center Policy
Fraud AI/ML-based Real-Time Fraud
in digital transactions fraud detection Protection
D365 Azure Enhanced Customer
Siloed customer Unified customer Fraud Protection AI Engagement
data across channels view and centralized
data 50% Lower Operational
Costs
Microsoft D365 Sales
Dataverse & Marketing Regulatory Compliance
Simplified
What Sets Microsoft Domain Measurable Scalable Rapid Tech Stack Knowledge Business Impact & Secure Deployment
Key
End-to-end on Focused BFSI Proven results in Built on Azure Go live in
Dynamics Dynamics 365 & Power experience, not speed, compliance, Cloud & weeks, not Platform generic CRM work CX Dataverse months
Apart
Insurance – Life, Health, General
Key Dynamics Solutions empowers insurers to automate workflows, enhance customer experiences, and ensure compliance using Microsoft Dynamics 365 and
Power Platform.
Challenges KDS Solutions Tech Stack Why Choose Us for Insurance?
Fragmented policy Centralized policyholder
holder data platform Insurance-Specific
Expertise
D365 Customer
Service Fast, Automated
Poor customer service AI-powered virtual Workflows
experience agents and case
management 360° Policyholder View
Power Virtual Omnichannel for
Agents Customer Service
AI-Driven Engagement
Low engagement post- Automated
policy issuance communication for
renewals & service alerts Real-Time Fraud Detection &
Power D365 Compliance
Automate Marketin
g
Manual claims and Streamlined workflow 50% Lower Operational
underwriting workflows automation
Costs
Power Azure Logic Faster Renewals & Better
Automate Apps Retention
What Sets Policy Claim Processing Customer Regulatory Compliance & Issuance Time Efficiency Retention Rate Automation Audit Readiness
Key
↓ 60% ↑ 50% faster with ↑ 25–30% with Handles SEBI, 100% traceability &
Dynamics AI verification automated MiFID, KYC reportingrenewals/reminders
Apart
Capital Markets / Investment Services
Key Dynamics Solutions helps investment firms enhance client engagement, insights, and compliance with smart, secure solutions built on Microsoft Dynamics 365.
Challenges KDS Solutions Tech Stack Why Choose Us for Investment Services?
Disconnected client Unified investor profiles
relationship data & interaction history Domain-Driven CRM &
Advisory Tools
D365
Sales
Real-Time Analytics for
Limited investor Real-time insights into Smarter Decisions
behaviour analytics customer behaviour
Personalized Client
Power Azure Engagement
D365 Marketing, Customer BIInsigShynatpsse
Regulatory pressure Predictive risk modelling Regulatory Compliance &
and risk forecasting and alerts Audit Readiness
gaps
Azure Power BI
ML Forecasting Predictive Intelligence
Lack of personalized Personalized marketing
advisory services and advisory content Seamless Integration
with Trading Platforms
D365 Customer
Marketing Insights
What Sets Investor Advisor Client Compliance Portfolio onboarding productivity retention readiness visibility
Key time
↓ 50% with automated ↑ 35% via unified CRM & ↑ 25% through 100% audit-ready Real-time with
Dynamics workflows dashboards personalized outreach with automated logs Power BI integration
Apart
NBFCs & FinTech's
Key Dynamics Solutions empowers NBFCs & FinTech's to accelerate lending, enhance customer experiences, and scale securely with Microsoft's robust
digital platform.
Challenges KDS Solutions Tech Stack Why Choose Us for NBFCs & FinTech's?
Manual loan origination End-to-end digital loan
and credit processing origination
Fast, Digital-First Lending
Power Azure
Apps APIs
High digital AI/ML-powered fraud Seamless Customer
competition and scoring engine Journeys
customer churn
D365 Fraud Azure Intelligent Credit & Risk
Protection AI
Scoring
Fraud risks in fast Demand forecasting and
digital lending cycles behaviour segmentation Scalable for Rapid Growth
Azure Power
ML BI Compliance-Ready & Secure
Disconnected Integrated digital
platforms across platform for scalability
services Data-Driven Decisions
Azure Integration Dataverse
Services
What Sets Speed & Customer Risk & Growth & AI for Risk Efficiency Experience Compliance Scalability
Key
Fast, Digital-First Lending Seamless Customer Intelligent Credit & Risk Scalable for Rapid Credit scoring &
Dynamics (Power Apps, D365) Journeys (Omnichannel, Scoring (AI/ML) Growth (Azure, fraud detectionReal-time) Dataverse)
Apart
Key Highlights & Value Proposition
Business Consultants & Technology teams collaborate to align the Key Highlights
client’s project goals and needs, using industry best practices.
Covering the full spectrum of technologies, from classic to cutting-
edge, for a seamless digital transformation. Customer Education & Enablement
Multi-Channel Training Content | Localized & Multi-
Offshore delivery model make our projects cost effective. Language Training Support | Proactive User Engagement
Strategies | Market trends update
Up to 60% faster adoption of new system
organization wide
Value Proposition Comprehensive E2E Services
Strategy | Process consulting & re-engineering | Design |
Business Domain Expertise Implementation | Continuous Improvement Services |
in-depth domain knowledge to address specific Cross-functional team collaboration
industry challenges cutting down up-to
~30% unnecessary customization costs. Saves up to 20% project time while delivering future proof solutions.
Tailored Solutions Cost-Effectiveness
Customized workflows with full lifecycle support. Scalable solutions | Template Repository | Technical library
Improved Efficiency, CSAT, NPS | Test case repository | Technical COE | Offshore delivery
model
Saves up to 30% on recurring cost
Measurable ROI
Innovation and strategy for tangible Risk & Compliance
value, guaranteeing real ROI over a longer Automated Risk Assessment |Regulatory-Ready ERP
duration, including build-in inflation -adjustments Solution | GDPR & SOX Compliant Framework | AI-Driven
and time to market Compliance Alerts & Notifications
Reduced risk exposure up to 30% with automated
monitoring tools.
Our Unique Proposition
We bring deep understanding of issues
and challenges across industries and Key Benefits
convert them into effectively managed
processes and superior results.
360-Degree Enhanced IoT enabled Real-Time Fraud
Customer View Customer Integration Detection
Satisfaction
Centralized data IOT and AI-Personalized Monitors
across all sectors. powered offerings enable transactions to flag
systems future-
1 Industry Expertise higher customer
suspicious activities
proof all
Years of hands-on experience satisfaction. operations.
in ERP & CRM implementation.
2 Tailored Solutions Our
Tailored ERP & CRM for banking,
insurance, and wealth Expertise
management.
CRM ERP FRAUD PROTECTION
3 Integrations
IoT enabled integrations with Streamlines BFSI F&O streamlines BFSI D365 Fraud
core platforms. operations with AI with automation and Protection
insights and efficient financial safeguards BFSI with
seamless customer management. real-time fraud
4 Comprehensive Support engagement. detection and risk
Training and ongoing assistance mitigation.
for seamless adoption.
BFSI Expert
Key
Our ERP Capabilities 30+ 12 Differentiators
Enterpris Partnership Fraud Detection and Risk
Enterprise Process Implementations e Clients s Management
Diagnostic/ Review 20+ o Real-time monitoring of transactions to 10+ identify and prevent UPI & card fraud Understand pain points | Business Process Analysis | using D365 Fraud Protection.
Identify improvement System Design and Certified o AI-powered tools to detect suspicious
opportunities Customization | Testing | Accelerato Resource patterns and mitigate risks.
Change Management |
DeUpplotyom 3e0n%t improvement in
rs s Customer Relationship
Reducing discovery timeline upto operational efficiency. Product
20%. Management
Portfolio o Seamless Enable hyper-personalized
customer services using D365
System Integration Migrations & Upgrades Sales and Customer Insights.
o Seamless customer interaction via
System Evaluation | System Data Analysis & Mapping | Data email, WhatsApp, chatbots, and
design and development | transformation | Backup & mobile apps.
Middleware Configuration | Contingency Planning | Data Digital Transformation for
Integration Testing migration | Version upgrade o Use AI-driven inBsFigShtIs to identify
Integrations reduce chances of
50% faster system operations. untapped markets and offer data errors upto 90%
. localized services.
o Personalized service offerings in
regional languages, improving
Managed Services Support & Maintenance accessibility.
Integrations
Cloud hosting | Server 24/7 support | Performance
management | Proactive Optimization | Regular System o Streamlined integration with NEFT,
monitoring | Security mgmt. | Health Checks RTGS, UPI, and payment gateways.
o
System audits | Disaster Predictive maintenance of ATMs and
Uptime increase upto 99.99% & kiosks using IoT-enabled devices
recovery and Business continuity
Upto 40-60% faster IT issue resolution time for critical ERP connected via D365 Field Service.
resolution issues reduces upto 70% o Direct Integration with bank legacy
systems to seamless data flow.
Power Key
Platform Capabilities 10+ 100+ Differentiators
Global Active Users AI-driven
Power Automate Power App in AI-drivenC chhaatbbootst Clients Impactfor customer Reduces
a Single queries, order customer
End-to-end automation| Cloud Low-Code/No-Code 10+ P1roje5ct+ tracking, and self- service
Flow| Desktop Flow| Business Development| Model driven app| service portals. workload by
Process Automation| No code / Canvas App| Mixed reality app| Certified Custom-built 40%,
Low code Interactive mobile and browser Resources accelerator improving
Reduces manual effort by up to CAupsptom App development time Sales procesrse sponse
70% and operational costs by up reduced by up-to 60-70% AI-pAowuetreodm OaCRtion tIimmpeas. ct
to 30% extracts data from Reduces
Product different formats manual errors
Co-pilot Agent Power Pages Portfolio invoices &
up to 50% and
automates order improves
processing
AI enabled Chatbot| Multi- Prebuilt Templates & Components|
creation and
validation. speed up to
Channel Deployment| Customizable & Responsive Design E-commerce/ S4u0p%p. ly chain
Customizable Bot Behavior| Portal | Integration with MS365| Portal
Secure & Scalable Enabled
Improves response time by Up-to ImpactEnhanced customer engagement customers to
60% & reduces support costs by Real-Time with self-service portals search product,
up to 30% Shipment place an order, Tracking
track shipments, Boosted
AI- Builder Power BI raise service Customer
requests, and Satisfaction by
Prebuilt AI Models| AI models on Visually rich dashboards| Real-time access inRvoeicpeos rt to4 0P%DF
business-specific data| AI- data synchronization| Drill down conversion & Automatic
Powered Predictions| Document for deeper insights| Dynamic Reports distributIimopnact
Processing with OCR report filters automatically Automated
Improves business decision-making converted to PDF Distribution Faster decision-making by up to
with 50% higher accuracy. and automatically Improved 40% sends the PDF Decision-
report via email to Making up to
relevant 50%
stakeholders.
Data & BI Capabilities 30+ 4.8/5 Key Differentiators
Data source Client Data Platform
integrated Satisfaction Impact
Data Architecture Design Data Analytics Services ExScore Data
p Peipretliinsee Up to 40% faster
Automation deployment
Pre-built connectors
Requirement Analysis | Data Exploratory Data Analysis | reducing & Templates.
Modeling | Transparent data Statistical Analysis| Predictive 90% implementation
architecture | Easy access Analytics | Data Visualization | costs Upto 20-25%
NLP Adoption rate of
Accelerates data queries upto Real-Time Data Increased sales upto 20% with Dashboards
40%, enabling faster decision- predictive analytics. InEvteengt-rdarivteion n Impact
making.
Product architecture
Reduced data
In-memory processing latency up to
Evaluation of Existing Data Data Migration Services Portfolio Distributed cloud 70%
Governance processing Up to 20% in
Instant System annual cost
Metadata Repository | Data Source-to-Target Mapping| Schema Interoperability savings
Retention Policies | Data Design| Backup & Contingency Advanced Visualization and
Stewardship | Compliance Planning | Extract – Transform – Reporting
Frameworks Load Demand Pattern Impact
Boosts efficiency with secure, Future-proof systems with Recognition Less than 1%
compliant out-of-the-box scalable migrations, cutting User-Friendly variance in
solutions upgrade costs upto 20% Dashboards & Real- data
Time Insights consistency.
Cloud Data Management
Data Integration Services Services
AI and Machine Learning-
Workflow and Process Integration Data Quality Assessment | Cloud
| Data Synchronization | Data Model Selection | Source-to-Cloud Driven Analytics
AI-Powered ImpactEncryption | Conflict Resolution Integration | Backup Strategies |
Predictive Analytics Improved Recovery Planning
Advanced machine forecasting
Reduce operational costs upto accuracy Up to Reduced system downtime upto learning models
25% with automated data 35% (ARIMA, LSTM)
40% using AI-
integration. based demand
prediction
Improved vendor satisfaction by
Increase in 40%.
Success Story Supply Reduced 50% faster response time. chain order
efficiency delays 60% increase in order
A leading Supply chain 30% 25% processing efficiency.
management company suffered
from inefficiencies due to 30% reduction in decision-making time.
manual processes, lack of
integration with logistics Solution
providers, and minimal real-
time visibility. 1Vendor Collaboration Streamlined Order Key Challenges in D365 SCM 4 Fulfilment
Vendor collaboration for Orders processed via D365
Lack of visibility into supply seamless supplier F&O with advanced
chain operations, leading to engagement, automated warehouse management and
delays and inefficiencies. order processing, & real-time integration with 3PL/4PL for
Manual vendor communication communication without
smooth deliveries.
r3ePquiring additional 5 Delivery Enhancementcausing errors and increased 2 inteLg/r4aPtioLn .integration A Power App for e-signature lead times. Seamless integration of capture during courier pickup,
Inconsistent data flow between 3PL/4PL logistics providers updating D365 F&O in real
third-party logistics providers with D365 SCM, time.
(3PL/4PL) and internal systems. 3 Effective inventory 6 Actionable AnalyticsInefficient inventory management Power BI dashboards and
management resulting in Inventory management via reports for comprehensive
stockouts and overstocking. D365 F&O with advanced insights from e-commerce
warehouse management and operational data.
features.
Increased Growth in 50-70% Less errors.
Success Story recurring recurring Customer Revenue
b2a5se% 15% 30% faster processing. A financial services company
(Accounting and Consulting Firm) Driving sustainable through 20-25% saving in
sought to undergo digital growth enhanced client
engagement administrative costs.. transformation to improve data
management.
Solution
Key Challenges 1 MS Dynamics365 F&O 4 MS Dynamics365
Data Fragmentation: D365 F&O as a unified Sales
platform for financial,
Inconsistent and siloed data Implemented relationship operational, and customer management workflows to
across legacy systems. data. strengthen client
Inefficient Processes: Manual
2 Legacy System Pcoonwneecrti oBnIs.client onboarding, contract Integration 5 Created interactive
management, and approval Integration with multiple dashboards for real-time
workflows. legacy systems to financial and operational
Limited Customer Engagement: consolidate data into a insights
Lack of actionable insights into 3 uWniofierkd flcuoswto mAeurt pormofialet.ion D365 Customer customer needs and behaviors. Client onboarding, contract 6 Insights
Operational Blind Spots: management, and approval AI-driven customer
Limited real-time analytics for process automation. insights to identify
financial and operational customer needs and
decision-making. preferences.
Improved customer satisfaction
by 40%.
Success Story Increase in Reduced AI-enabled chatbot reduced Customer order response times by 50%
b3a0se% 2de5lay%s Improved order processing End-to-End Solution efficiency by 60%.
for E-Commerce
Business Reduce decision making time by 30% enabling faster response to
Transformation market trends.
Solution
1AI Chatbot Integration Streamlined Order Key Challenges A Copilot-AI-powered chatbot 4 Fulfilment
to handle customer queries, Orders processed via D365
Customer Support Delays: Slow & order assistance, F&O with advanced
response to customer queries continuously improving warehouse management and
and order issues. response quality. integration with 3PL/4PL for Automated Lead smooth deliveries.
Manual Lead Tracking: 2 Management Delivery Enhancement
Inefficient lead management D365 CRM integration for 5 A Power App for e-signature
causing missed sales. automatic lead generation capture during courier pickup,
Order Delays: Lack of from website interactions, updating D365 F&O in real
integration between platforms enabling efficient sales time.
disrupting fulfillment. coordination.
3Effective inventory
Actionable Analytics
Delivery Gaps: Inadequate
management 6 Power BI dashboards and
courier tracking and reports for comprehensive Inventory management via
documentation. insights from e-commerce D365 F&O with advanced
Limited Insights: No real-time and operational data.warehouse management
data for decision-making. features.
Success Story Increase in Response
Real-time SAP integration.
Productivity Time
95% Improved Order
A global beverage company 30% 50% Accuracy, with automated
seeking a solution to streamline data entry
sales processes and enhance 30% improvement in
order management with seamless productivity.
system integrations.
Solution
Key Challenges 1 Custom UI with PCF 4 On-Premise System Control
Fragmented Systems: ConnectivityEnhanced user experience for
Inefficient and delayed Ensured smooth communication managing complex order between legacy systems and
processes. workflows. IOM.
No Real-Time Insights: Poor Tailored Order Features
tracking and decision-making. 2 Seamless SAP 5 Custom-built elements to
Manual Errors: Slower, error- Integration
Real-time data address unique operational prone workflows.
synchronization for requirements.
Low Efficiency: Ineffective inventory and order
resource utilization. 3 pAroucteosmsinagt.ion of Sales Real-Time InsightsCustomer Impact: Delayed Processes 6 Instant updates on
orders hurt satisfaction. Reduced manual effort, inventory and order
improving accuracy and statuses.
response time.
Leveraged Azure's scalable
Success Story Reduced Reducing storage solutions,infrastructure report
c
A large enterprise operating on 2o0sts% 4ge0ne%ration Ensured business time continuity with minimal
AX2012 approached us to migrate disruption during data
its legacy system to Dynamics migration.
365 while maintaining data Enhanced analytics
continuity and enhancing analytics Solution capabilities through
capabilities. centralized data
pipelines.
1 Data Management ETL AutomationKey Challenges Platform Architecture 4 Automated data extraction,
Designed a scalable and transformation, and loading
Transitioning from AX2012 to secure data management processes for real-time updates
Dynamics 365 without platform. and reporting.
disrupting ongoing operations. Cloud Data Storage Access strategies
Ensuring seamless data 2 and Access 5
integration and access across Designed and implemented
Developed access strategies
multiple systems. Migrating and cloud storage strategies
to provide secure, role-based
using Azure Data Lake. access to critical data.
modernizing reports and
dashboards to a scalable, 3Data Transformation 6 Migration of Reports cloud-based architecture. Pipelines and Dashboards
Built and optimized data Pointed reports to the new
transformation pipelines using cloud data storage,
Azure Data Factory (ADF) and ensuring real-time and
Spark Notebooks. accurate insights..
Contact Us
Get In Touch
Delhi, India
[email protected]
om
+91 99906 90718
Keydynamicssolutions.
com
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