JP2005128833A - Business form preparing system, business form preparation method, server, program and recording medium - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a business form preparing system for shortening business form preparation time, and for improving business form preparation efficiency. <P>SOLUTION: A customer 2 transmits operation contents information 67 (quantity, delivery term, operation process or the like) of a business form 13 to a server 9 by using a computer 7, prepares the data of the form 13 preparation and transmits the data to a server 9. The server 9 performs the data check of the form 13 preparation and a check related to operation contents information 67, and transmits the check result to the customer 2 side. The correction processing/change processing of the form 13 preparation data is performed at the customer 2 side. The server 9 transmits print data for testing to the customer 2, and when confirmation is acquired, the server 9 makes a printing device 11 output the form 13, final proofreading paper 15 (process managing chart) and a management slip 17 (error list or the like). This system corresponds to the form 13, whose one set is constituted of a plurality of sheets. <P>COPYRIGHT: (C)2005,JPO&NCIPI

Description

  The present invention relates to a system for creating a form using a network.

  Conventionally, when a printing business is requested by a customer to create a form, the printing company confirms the work content with the customer and performs a form design work. In other words, the printing company creates overlay data (form frame layout, titles, etc.) based on originals from customers, creates print position definition data (print position designation), and issues data (personal information to be printed) ), A print image is created and confirmed with the customer, and the print data for form printing is created while correcting the contents and confirming the work process several times.

  In addition, general existing software for creating a form includes a function that creates a simple form, that is, a single-sheet form.

  In addition, there is a system in which a customer converts CAD data created by a form block creation CAD system and image data read from a scanner into an image file to create a print image (see Patent Document 1).

In addition, there is a system that uses a network to create composition data based on manuscript data created by a printing company by a printing company, and further performs correction based on a correction instruction from the customer (see Patent Document 2). .
Japanese Patent Laid-Open No. 07-129391 JP 2000-293597 A

  However, in order to create a form according to the customer's image, a printing business operator who does not have specialized knowledge about the contents of the form originally created overlay data, print position definition data, and issuance data. It took a long time to create a form, and the creation efficiency was poor.

  In addition, if the person in charge of creating a form on the printing company side is different from the person in charge of managing the form creation work (quantity, delivery date, etc.), work efficiency is poor and leads to work mistakes. It was.

  In addition, since the printing company creates data for creating a form, it takes time and labor to make adjustments in order to create a form according to the customer's image.

  In addition, software that allows a customer to create a document by himself creates a form one by one at present. For example, when the customer is a life insurance company or the like and creates a health subscription application form or the like with a plurality of sheets, it is not supported.

  In addition, the above-mentioned Patent Document 1 creates a print image from CAD data or image data, and cannot manage delivery time of actual work.

  In Patent Document 2, a printing company creates block data based on original data created by a customer, and the printing company completes the block data based on correction data on the customer side. Data is transmitted and received over a network, but it is time consuming and inefficient because it completes a form through interaction between a customer and a printing company. In addition, process management with actual work is not possible.

  The problem to be solved by the present invention is the work efficiency of form creation.

  The present invention has been made in view of such problems, and an object of the present invention is to provide a form creation system that shortens the form creation time and improves the form creation efficiency.

  In order to achieve the above-described object, a first invention is a form creation system in which a terminal device and a server are connected via a network, wherein the server creates work content information sent from the terminal device, and forms creation A registration means for registering data; an inspection means for inspecting the work content information; a form creation data; a print data creation means for creating print data from the form creation data based on the work content information; A form creation system comprising: print data confirmation means for sending and confirming the print data to the terminal device; and management form print data creation means for creating management form print data.

  The form creation data is print position definition data, overlay data, sample data, and issue data.

  The printing position definition data is data that defines the printing position of the form. For example, for a certain character string, position information to be printed is designated by a distance in the X direction and a distance in the Y direction.

  The overlay data is data such as a layout of a form frame and a title. In a form such as an insurance application form, one form is spelled out, and each form may have different overlay data such as a company copy, personal record, insurance company, etc.

  Sample data is personal information for special tests such as “name”, “address”, “age”, “insurance type”, “insurance amount”, etc. to be printed on the form. This is data for testing whether or not the print position is within the print position definition data.

  The issue data is personal information that is actually printed such as “name”, “address”, “age”, “insurance type”, “insurance amount”, etc. to be printed on the form. After performing a test for printing actual issuance data using the sample data, the actual issuance data is printed on the form.

  The print data is data in which issuance data (personal information data) is arranged based on print position definition data that defines a print position in overlay data (data such as a layout of a printed product frame and a title). Has the format of print image data to be sent.

  The management form print data is data for printing a management form that prints out an error list or the like that occurs when the form is printed by the printing apparatus, and has a print image data format.

  In the form creation system of the first invention, the server registers the work content information sent from the terminal device and the form creation data to perform inspection. Further, based on the work content information, print data is created from the form creation data and sent to the terminal device to check the print data. Also, management form print data is created.

  According to a second aspect of the present invention, in the form creation system in which the terminal device and the server are connected via a network, the server registers the work content information sent from the terminal device and the form creation data; Work content information, inspection process for inspecting form creation data, print data creation process for creating print data from the form creation data based on the work content information, and sending the print data to the terminal device for confirmation A form creation method characterized by comprising a print data confirmation step to be performed and a management form print data creation step for creating management form print data.

  In the form creation method according to the second aspect of the invention, the server registers the work content information sent from the terminal device and the form creation data for inspection. Further, based on the work content information, print data is created from the form creation data and sent to the terminal device to check the print data. Also, management form print data is created.

  According to a third aspect of the present invention, there is provided registration means for registering work content information and form creation data sent from the terminal device, connected to a terminal device through a network, and performing inspection of the work content information and form creation data. Means, print data creation means for creating print data from the form creation data based on the work content information, print data confirmation means for sending the print data to the terminal device for confirmation, and creation of management form print data And a management form print data creating means.

  The server of the third invention registers the work content information sent from the terminal device and the form creation data, and performs inspection. Further, based on the work content information, print data is created from the form creation data and sent to the terminal device to check the print data. Also, management form print data is created.

  A fourth invention is a program for causing a server to function as any one of the form creation systems according to claims 1 to 3.

  A program according to a fourth aspect of the invention causes the form creation system according to claims 1 to 3 to function, and the program can be distributed via a network.

  A fifth invention is a recording medium on which a program for causing a server to function as the form creation system according to any one of claims 1 to 3 is recorded.

  A recording medium according to a fifth aspect of the invention stores a program for causing the form creation system according to claims 1 to 3 to function. The recording medium can be distributed, and the program is distributed via a network. It can also be made.

  According to the present invention, it is possible to provide a form creation system capable of reducing the form creation time and improving the form creation efficiency.

  Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings.

(1. Configuration)
FIG. 1 is a diagram showing a configuration of a form creation system 1 according to an embodiment of the present invention. In the form creation system 1, the customer 2 creates form 13 creation data and sends it to the server 9. After the customer 2 confirms the print image file (data format to be printed by the printing device 11) transmitted from the server 9, the print business This is a system for outputting the form 13 by the person 5. The computer 7 of the customer 2 and the server 9 of the printing company 5 are connected by a network 3 such as a dedicated line or the Internet.

  In addition, the server 9 of the printing business 5 is connected to the printing apparatus 11, and data (print image file format) sent from the server 9 is printed by the printing apparatus 11. The printing apparatus 11 outputs a form 13 such as an insurance application form, a school completion sheet 15 printed with process management information, and a management form 17 printed with an error list. Note that the server 9 may deliver data to the printing apparatus 11 via a recording medium.

  In the present embodiment, it is assumed that the customer 2 is a business operator such as an insurance company, for example, and creates a form 13 (insurance application form) partially composed of a plurality of sheets.

  FIG. 2 is a diagram illustrating a configuration of the computer 7 of the customer 2. The computer 7 includes a control unit 19, a storage unit 21, a media input / output unit 23, an input unit 25, a printing unit 27, a display unit 29, and a communication unit 31, which are connected by a bus 33.

  The control unit 19 is a CPU (central processing unit) or the like of the computer 7 and performs the design process of the form 13 and the control of the computer 7.

  The storage unit 21 is a storage device such as a hard disk or a CD-ROM. FIG. 3 shows the configuration of the storage unit 21. The storage unit 21 stores an OS 35, an execution program 37, print position definition data 39, overlay data 41, sample data 43, issue data 45, and the like. In this embodiment, since the customer 2 designs the form 13 by himself, the customer 2 prints the print position definition data 39 that defines the print position on the form 13, and overlay data such as the frame layout and title of the form 13. 41. Sample data 43, which is personal information for testing, and issuance data 45, which is personal information to be actually printed, are created and registered in the storage unit 21. Details of the print position definition data 39, overlay data 41, and issue data 45 will be described later (FIGS. 6 and 7).

  The media input / output unit 23 is an input / output device such as a flexible disk drive. For example, issue data 45 that is personal information to be actually printed may be read from the media input / output unit 23 via a flexible disk.

  The input unit 25 is an input device such as a keyboard and a mouse, and the customer 2 inputs creation data of the form 13 from the input unit 25 to the computer 7.

  The printing unit 27 is a printing device such as a printer. The display unit 29 is a display device (display device such as a CRT or LCD) that displays the contents exchanged by the computer 7 with the server 9 or the creation process of the form 13. The customer 2 creates the form 13 creation data while displaying it on the display unit 29 in an image close to print output.

  The communication unit 31 is connected to the network 3 and exchanges data with the server 9.

  FIG. 4 is a diagram illustrating a configuration of the server 9 of the printing business operator 5. The server 9 includes a control unit 47, a storage unit 49, a media input / output unit 51, an input unit 53, a printing unit 55, a display unit 57, and a communication unit 59, which are connected by a bus 61.

  The control unit 47 is a CPU (central processing unit) or the like of the server 9 and causes the form creation system 1 to function. That is, although details will be described later, the computer 7 of the customer 2 manages the process of designing the form 13, the management of the work process, and the like. The control unit 47 controls the entire server 9.

  The storage unit 49 is a storage device such as a hard disk or a CD-ROM. FIG. 5 shows the configuration of the storage unit 49. The storage unit 49 stores an OS 63, an execution program 65, print position definition data 39, overlay data 41, sample data 43, issue data 45, work content information 67, print data 69, management form print data 71, and the like.

  Here, the work content information 67 will be described with reference to FIG. The work internal information 67 is process management information of the form 13. The customer 2 connects the computer 7 to the server 9 via the network 3 and registers the work content information 67. That is, the order number 87 of the form 13, the desired delivery date 89 of the form 13, the customer code 91 unique to the customer 2, the organization name 93 of the customer 2 (for example, “XX company”), and the product name 95 of the form 13 (for example, “ Non-life insurance GOOD LUCK ”).

  Further, the scheduled processing number 97 (for example, 500 sets) of the form 13 and the output sheet part number 99 (for example, in the case of the four-sheet form 13, the output sheet part number 99 is “4”) are registered.

  The output paper code 101 sets the type of the form output paper. When the paper output is the 4-sheet binding, the paper type for each of the 4 sheets is registered.

  Definition body NO. In 105, the file code of the print position definition data 39 is registered. The Nayoro KEY 107 is a code for detecting duplication when the same person is registered in the issuance data 45 in duplicate. For example, it is registered whether to unify the same name data, unify the same address data, or unify the same telephone number data.

  With the delivery form 109, for example, an instruction such as “delivery in a form in which another printed matter is inserted into the four-sheet form 13” is registered.

  The delivery destination information 111 is information such as an address and a telephone number of the delivery destination as seen from the customer 2. For example, when the customer 2 creates a group life insurance application form for a XX electrical manufacturer, information such as the address and telephone number of the XX electrical manufacturer is registered in the delivery destination information 111.

  As the OVL data 113 to 127, the file codes of the front and back overlay data 41 of the four-sheet form 13 are registered.

  The work content information 67 is registered directly by the customer 2, and the server 9 has a function of checking if there is an entry error in the work content information 67.

  Further, when the form 13 is output from the printing apparatus 11, a part of the contents of the work content information 67 (quantity, delivery date, process management information, etc.) is printed on the school completion paper 15 and output.

  The print position definition data 39, overlay data 41, sample data 43, and issuance data 45 are data created by the computer 7 of the customer 2 described above, sent to the server 9 through the network 3, and registered in the storage unit 49.

  The print data 69 is a print image file created from the print position definition data 39, overlay data 41, and issue data 45 in accordance with the contents of the work content information 67 input by the customer 2. The print data 69 is sent to the printing apparatus 11 and printed as a form 13.

  FIG. 6 is a diagram for explaining the print position definition data 39, overlay data 41, and print data 69. FIG. 7 shows the contents of the issue data 45.

  The issue data 45 shown in FIG. 7 is personal information that is actually printed on the form 13. For example, the following items are registered: name 73, name code 77, address 75, age 79, insurance contract course 81, contract period 83, and payment amount 85.

  The print position definition data 39 shown in FIG. 6 is data that defines the print position of a character string. That is, when the data “xxxxxxx” shown in FIG. 7 is printed at the position of the name 73 in the overlay data 41 of the form 13, the position information P registered in the print position definition data 39 is printed. The name 73 is printed according to the distance information in the X and Y directions.

  In this way, the print data 69 is created by sequentially placing the issue data 45 in the print position definition data 39 and the overlay data 41. The print data 69 is a print image file that is sent to the printing apparatus 11 and printed as a form 13.

  Returning to FIG. 4, the media input / output unit 51 is an input / output device such as a flexible disk drive. For example, data from the computer 7 may be read from the media input / output unit 51 via a flexible disk instead of the network 3.

  The input unit 53 is an input device such as a keyboard or a mouse.

  The printing unit 55 is a printing device such as a printer. The display unit 57 is a display device that displays the content that the server 9 exchanges with the computer 7 or the creation process of the form 13.

  The communication unit 59 is connected to the network 3 and exchanges data with the computer 7 of the customer 2. The communication unit 59 is connected to the printing apparatus 11, and sends the print data 69 converted into a print image file and management form print data 71 to the printing apparatus 11.

(2. Creation process of form 13)
FIG. 9 shows an example of a form 13 output using the form creation system 1 in the present embodiment. The form 13 shown in FIG. 9 is a four-sheet application form. That is, the first form 13-1 and the second form 13-2 are for the company XX, the third form 13-3 is for personnel, and the fourth form 13-4 is the person. It is a reserve.

  The issuance data 45 to be printed is common to four sheets, and the overlay data 41 to be printed is different for all four sheets. These four sheets are printed, finally bound, and delivered to the customer 2 as a form 13.

(3. Flow chart)
Next, FIGS. 10 and 11 are flowcharts of the form creation system 1 in the present embodiment. Assume that the customer 2 requests the printing company 5 to create a four-sheet form 13 shown in FIG.

  First, the customer 2 connects the computer 7 to the server 9 of the printing business 5 via the network 3. The customer 2 inputs the work content information 67 from the computer 7 (step 1001). As described above, the work content information 67 is information related to the work content (quantity, delivery date, etc.) and process shown in FIG. Although not shown in FIG. 8, the progress of the work process may be registered.

  The server 9 registers the work content information 67 in the storage unit 49 (step 1002).

  Next, the customer 2 creates the print position definition data 39, overlay data 41, and sample data 43 of the form 13 and registers them in the storage unit 21 using the computer 7 (step 1003). As described with reference to FIG. 6, the print position definition data 39 is print position definition data, and the overlay data 41 is data such as the frame layout and title of the form 13.

  The customer 2 creates overlay data 41 similar to the print output image while displaying the layout of the form 13 on the display unit 29 (CRT or the like) of the computer 7.

  The sample data 43 has the same items as the issuance data 45 shown in FIG. 7 and is data for performing a print test on the created print position definition data 39 and overlay data 41. That is, as the sample data 43, extreme data that can be assumed, for example, a print item with a large number of characters, a large value, a deliberately erroneous data, etc. are created and used for a print test.

  The customer 2 creates or reads the issue data 45 from the outside and registers it in the storage unit 21. The issue data 45 is personal information (shown in FIG. 7) printed on the form 13 to be created.

  Next, the server 9 registers the print position definition data 39, overlay data 41, and sample data 43 sent from the computer 7 of the customer 2 in the storage unit 49 (step 1004).

The server 9 checks the print position definition data 39, the overlay data 41, the sample data 43, and the work content information 67 (step 1005). As check contents,
1. Check the contents of the work content information 67. For example, when the form 13 is designated as four-sheet binding, the type and number of overlay data 41 to be configured are checked. Further, the definition number NO. 105, and check whether the file codes of the OVL data 113 to 127 match.
2. Valid file name check.
3. Check the test / production identification flag.
4). Record count check.
Etc.

  Conventionally, the sales representative of the printing business 5 manages the work content information 67 and is not linked to the form 13 creation data, so this check function can reduce work mistakes and the like. Can do.

  If correction is required in the check in step 1005 (NO in step 1005), the process returns to step 1001 and data correction is performed on the customer 2 side.

  If there is no problem in the check in step 1005 (YES in step 1005), the server 9 puts the sample data 43 into the print position definition data 39 and the overlay data 41 and creates the test print data 69 (step). 1006). The test print data 69 is a print image file having a data format to be sent to the printing apparatus 11, and the server 9 performs PDF (Portable Document Format) conversion processing on the test print data 69 and sends it to the computer 7 (step 1007). ).

  The customer 2 displays and confirms the test print data 69 after PDF conversion on the display unit 29 of the computer 7, and returns to step 1001 if data correction is necessary (NO in step 1008). When converted to a print image file for printing, for example, garbled characters or image differences may occur due to the conversion.

  If the test print data 69 after the PDF conversion is confirmed and correction is unnecessary (YES in step 1008), the computer 7 creates the issuance data 45, which is the actual print personal information for creating the form 13. (Step 1009) and send it to the server 9 (from Step 1010 to (1)).

  The server 9 creates print data 69 having the data format of the print image file to be sent to the printing apparatus 11 from the print position definition data 39, overlay data 41, and issue data 45 (step 1011 in FIG. 11).

  Next, the server 9 performs an editing process for the print data 69. That is, printing conditions are set for a plurality of types of overlay data 41 constituting one form 13, and name processing of issued data 45 (a process for preventing a plurality of forms 13 from being created for the same person).

  Also, a management form 17 for print management, for example, for outputting an error list at the time of printing, is created, converted into a print image file, and management form print data 71 is created. The server 9 sends the print data 69 and the management form print data 71 that have been processed to the printing apparatus 11 (step 1012).

  The printing apparatus 11 outputs the print data 69 as a form 13. In addition, the school completion sheet 15 reflecting the contents of the work content information 67 is output. The school completion paper 15 is printed with work contents, process management information and the like regarding the output form 13. In addition, the printing apparatus 11 outputs the management form print data 71 as the management form 17. The management form 17 is output as a check list at the time of printing, such as an error list at the time of printing the form 13, a list of garbled characters, and a withdrawal list (step 1013).

  As described above, for example, as shown in FIG. 9, the four-sheet papers 13-1 to 13-4 constituting the form 13 are output from the printing apparatus 11. In the present embodiment, the contents of the same issuance data 45 (name 73, address 75, contract course 81,...) Are the same for each of the four forms 13-1 to 13-4. The data 39 is printed at the position designated. Further, one form 13 is bound and created by an editing device (not shown), and an application form for one insurance subscriber is completed.

(4. Effects, etc.)
In the present embodiment, an example in which one print position definition data 39 common to a plurality of overlay data 41 is used has been described. It is possible to deal with the case of creating a form 13 having a layout.

  In addition, since the existing form creation software does not support such a form having a plurality of overlay data 41, the form creation efficiency is remarkably improved.

  In this embodiment, the customer 2 himself / herself creates the data for creating the form (print position definition data 39 and overlay data 41) while confirming the layout of the form 13, so the confirmation work with the printing business operator 5 is performed. The number of times can be reduced, and it is expected that the creation time of the form is shortened and the work efficiency of the form creation is improved.

  Further, since the customer 2 himself / herself creates data for creating a form while confirming the layout of the form 13 on the screen, an image of the form 13 that is actually printed out can be obtained.

  In addition, since the data for creating a form is stored in the computer 7 of the customer 2, a quick process can be performed when correction work or update work is required.

  In the present embodiment, since the information of the work content information 67 (the quantity of the form 13, delivery date, process management, etc.) and the form creation process are associated with each other, it is possible to reduce work mistakes and prevent work process delays. There is an effect to. In addition, the work content information 67 can be accurately grasped at any time by the customer 2 and the printing business operator 5 via the network 3, and workability is improved.

  In the present embodiment, a system with high reliability and productivity can be realized by performing the work content information 67 and the form creation data sent from the customer 2 via the network 3 (or a dedicated line). .

  The technical scope of the present invention is not limited to the embodiment described above. It will be apparent to those skilled in the art that various changes or modifications can be conceived within the scope of the technical idea disclosed in the present application, and these are naturally within the technical scope of the present invention. Understood.

The figure which shows the structure of the form creation system 1 which concerns on embodiment of this invention. The figure which shows the structure of the computer 7 of the customer 2 The figure which shows the structure of the memory | storage part 21 of the computer 7. The figure which shows the structure of the server 9 of the printing enterprise 5 The figure which shows the structure of the memory | storage part 49 of the server 9. The figure which shows the printing position definition data 39, the overlay data 41, and the printing data 69 Diagram showing issue data 45 The figure which shows the work content information 67 Diagram showing creation of form 13 Flow chart of form creation system 1 Flow chart of form creation system 1

Explanation of symbols

1 ……… Form creation system 2 ………… Customer 3 ……… Network 5 ……… Printer 7 ……… Computer 9 ……… Server 11 ……… Printing device 13 ……… Form 15 ……… School Finished paper 17 ......... Management form 19, 47 ......... Control unit 21, 49 ......... Storage unit 23, 51 ...... Media input / output unit 25, 53 ......... Input unit 27, 55 ......... Printing unit 29, 57 ......... Display unit 31, 59 ......... Communication unit 33, 61 ......... Bus 35, 63 ......... OS
37, 65 ......... Execution program 39 ......... Print position definition data 41 ......... Overlay data 43 ......... Sample data 45 ......... Issued data 67 ......... Work content information 69 ......... Print data 71 ... ... Management form print data 73 ... …… Name 75 ……… Address 77 ……… Name code 79 ……… Age 81 ……… Contract course 83 ……… Contract period 85 ……… Payment amount 87 ……… Order number 89 ... …… Delivery Desired Date 91 ... …… Customer Code 93 ... …… Organization Name 95 ... …… Product Name 97 ……… Scheduled Processing Number 99 ……… Output Paper Parts Number 101 ……… Output Paper Code 105 …… ... Definition No.
107 ……… Nayoro Key
109 ......... Delivery form 111 ......... Destination information 113-127 ......... OVL data

Claims (11)

A form creation system in which a terminal device and a server are connected via a network,
The server
Registration means for registering work content information sent from the terminal device and form creation data;
Inspection means for inspecting the work content information and the form creation data;
Print data creation means for creating print data from the form creation data based on the work content information;
Print data confirmation means for sending and confirming the print data to the terminal device;
Management form print data creation means for creating management form print data;
A form creation system characterized by comprising:   2. The form creation system according to claim 1, wherein the form creation data is print position definition data, overlay data, sample data, and issuance data.   2. The form creation system according to claim 1, wherein the work content information is form creation management information such as quantity, delivery date, presence / absence of special work, and the like. In a form creation system in which a terminal device and a server are connected via a network,
The server
Registration process for registering work content information sent from the terminal device and form creation data;
An inspection process for inspecting the work content information and the form creation data;
A print data creation step for creating print data from the form creation data based on the work content information;
A print data confirmation step for sending the print data to the terminal device for confirmation;
Management form print data creation process to create management form print data,
A form creation method characterized by comprising:   5. The form creation method according to claim 4, wherein the form creation data is print position definition data, overlay data, sample data, and issuance data.   5. The form creation method according to claim 4, wherein the work content information is form creation management information such as quantity, delivery date, presence / absence of special work, and the like. Connected to the terminal device via a network,
Registration means for registering work content information sent from the terminal device and form creation data;
Inspection means for inspecting the work content information and the form creation data;
Print data creation means for creating print data from the form creation data based on the work content information;
Print data confirmation means for sending and confirming the print data to the terminal device;
Management form print data creation means for creating management form print data;
The server characterized by comprising.   8. The server according to claim 7, wherein the form creation data is print position definition data, overlay data, sample data, and issue data.   8. The server according to claim 7, wherein the work content information is form creation management information such as quantity, delivery date, presence / absence of special work, and the like.   A program for causing a server to function as the form creation system according to any one of claims 1 to 3. A recording medium on which a program for causing a server to function as the form creation system according to claim 1 is recorded.

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