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UnderstandingandUsingLifeEventChecklistsinOracleHRMSR12(DocID740618.1) ToBottom
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Abstract Yes
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History
Details
DocumentDetails
SetUpSteps
ManagingChecklists
Type:
SetupPerformersinAME Status: WHITEPAPER
LastMajor PUBLISHED
BackgroundProcessing
Update: 09Mar2016
AllocatingChecklistTasksusinganAPI Last 01Oct2016
Update:
UsingAllocatedChecklistsWindowintheProfessionalUserInterface(PUI)
AccessingExEmployeesintheAllocatedChecklistswindow
Troubleshooting RelatedProducts
Summary OracleHumanResources
References
InformationCenters
InformationCenter:OracleE
APPLIESTO: BusinessSuiteHRMS/HCM
[1099813.2]
OracleHumanResourcesVersion12.0.0andlater InformationCenter:EBSCore
Informationinthisdocumentappliestoanyplatform. HR11itoR12.2[1337752.2]
ABSTRACT DocumentReferences
UsersCreatedafterAME.BDo
ThisdocumentprovidesatechnicalandfunctionalappreciationoftheLifeEventDrivenChecklistfunctionalityavailablefrom NotHaveProperGrants/
Release12ofOracleHRMS,tobedifferentiatedfromthechecklistitemsthatcanbeconfiguredinPeopleManagementtemplates CannotAccessAME
(seeNote:744150.1).Itincludesastepbystepapproachtothesetup,andseekstoexplainwhatishappeninginthebackground ApplicationAfterAppliedAME
tofurtherthereader'sunderstandingoftheprocess. B[375119.1]
UnderstandingandUsing
ChecklistItemsinPeople
HISTORY Management[744150.1]
EBSHumanCapital
Author:SteveCooper Management(HCM)Person
CreateDate01Oct2008 Analyzer[1675487.1]
UpdateDate09Sep2014
ExpireDate
RecentlyViewed
DETAILS R12.0.6+:OracleProjects
BudgetandForecast
Introduction TransactionDataTest
[732321.1]
InthefieldofHumanResourceManagementcertaineventsthathappenduringthelifetimeofapersononthesystemwillrequire AMEApprovalError"ORA
thatasetoftasksareactionedasaresult.SucheventsmightincludeHiringanEmployee,Termination,orTransfer,eachof 01427:singlerowsubquery
returnsmorethanonerow"
whichwouldhaveanassociated'todo'list.Considerthefollowing: or"anInvalidSetuphas
beendetectedforthe
EventChecklistTasks currentTransactionTypein
ApprovalsManagement"
Hire Adminstration CreateInternalusername/passwords [1501681.1]
OrderITequipment ChangeManagerAction
Allocatementor HistoryShowingAsBeaten,
TransactionRequestError:
MentoringPlan Introducetocolleagues ThetransactionIDspecified
InductionTraining(itemise) returnedanincorrect
SpecialistProductTraining(itemise) numberofrows[2060413.1]
UnderstandingandUsing
Termination Redundancy JobCounselling LifeEventChecklistsin
Initiatenoticeperiod OracleHRMSR12[740618.1]
Disableusername/passwords Release11iandRelease12
MaintenancePack,Patch
TheChecklistandtaskswouldbeallocatedtoanemployeeafterthetriggeringofaLifeEvent.Performerscanbeassigned Set,RollupPatch,andOne
automaticallyormanuallytoeachtask,whichcanbemonitoredbymanagerandemployeeforprogress. offPatchesAppliedfor
OracleProjects[748805.1]
TheseChecklistsneedtobedifferentiatedfromtheexistingchecklistfunctionalitywhichisusedtomonitorsignoffitemsin ShowMore
PeopleManagement(SeeNote:744150.1).
SetUpSteps
Theallocationoftaskstoanemployeeisdependentontwothings
ThetriggeringofaLifeEventthathasbeenassociatedwiththeChecklist
Theeligibilityprofileassignedtoanindividualtask.
ALifeEventmustbedefinedandlinkedtoaChecklist,andOracleAdvancedBenefits(OAB)mustbeinstalledin
ordertocreateaLifeEventwithDefinedPersonChanges.SoafullinstallofOABisamandatoryprerequisiteto
usingLifeEventChecklists.
usingLifeEventChecklists.
Furthermore,ChecklistsarelimitedtoEmployeepersontypesasOABdoesnotprocessLifeEventsfor
ContingentWorkersorApplicants,neitherdoestheEligibilityProfilepickupthosepersontypes.
1.CreateChecklistLifeEvent
GeneralDefinitions>AdditionalSetup>LifeEventReasons
FormNameBENLEVRSFunctionNameBENLEVRS
CreateanewLifeEventwiththetypeofChecklist,andclickonPersonChangesbutton.Ifthereisanexistingpersonchange
definedthatyoucanuse,chooseitfromtheLOVonName,otherwiseclickonDefinePersonChangetospecifytheeventthatwill
triggertheallocationofyourchecklisttasks.Forexample,thefollowingwilldetectthataNewEmployeehasbeenenteredby
establishingifanewperiodofservicehasbeencreated:
TableNamePER_PERIODS_OF_SERVICE
ColumnNameDATE_START
OldValueNoValue
NewValueAnyValue
2.CreateEligibilityProfile(Optional)
ByDefiningEligibilityProfilesyoucantailorthetasksinachecklisttosuitparticulargroupings.Forinstance,sometasksmayonly
beapplicabletopeopleinaparticularlocation.Otherstopeopleinaparticularorganization.Ifnoeligibilityprofileisdefinedthen
allpeopleareeligibleoncetheLifeEventisprocessed.TheEligibilityProfilesformusedmustbetheoneavailableunderthe
WorkStructures>Checklistsmenuasthe'AppliesTo'fielddefaultstoaChecklistProfile,asopposedtoaBenefitsProfile.
NavigatetoWorkStructures>Checklists>EligibilityProfiles
FormNameBENELPROFunctionNameBENELPRO_CHECKLIST
Forexample,tocreateaneligibilityprofilethatisonlyapplicabletoemployeeassignmentsinaparticularlocation:
Header
NameLondonEmployees
AssignmentTypeEmployeeAssignmentOnly
AppliesToChecklistProfile
StatusActive
EmploymentTab
WorkLocationfromdropdownmenu
Seq1
WorkLocationLondon
3.CreateAdditionalChecklistCategories(Optional)
Therearetwoseededchecklistcategories,
OnBoarding(recruitment,hiring,orientation,etc)
OffBoarding(termination,relocation,longtermsickness,etc)
Additionalcategoriescanbecreatedbyextendingthelookuptype,CHECKLIST_CATEGORY.
NavigatetoOther>ApplicationUtilitiesLookups
4.CreateDescriptiveFlexfields(Optional)
TherearetwoDescriptiveFlexfieldswhichcanbeusedtoprovideadditionalcontextinformationonAllocatedChecklistsand
Tasksifrequired.
AdditionalAllocatedChecklistDetailsBasetable(PER_ALLOCATED_CHECKLISTS.YoucouldsetupthisDFF
todisplaysegmentsspecifictothedefinedChecklist.
AdditionalAllocatedTaskDetailsBasetable(PER_ALLOCATED_TASKS).
YoucouldsetupthisDFFtodisplaysegmentsspecifictothedefinedtasks
5.CreateChecklistsandTasks
TheChecklistsandTasksaredefinedintheSetup/MaintainChecklistsfunction.
NavigatetoWorkStructures>Checklists>Setup/MaintainChecklists
UseAddChecklisttocreateachecklistagainstaspecificcategory.DefineanameandlinkintheLifeEventcreatedinstep1)
ThenuseAddTasktocreatetasksassociatedtoyourchecklist.Defineaname,durationandmandatoryflag.Linkinaneligibility
profileifrequired(seestep2),andanAMEidentifierifaperformeristobeassignedautomaticallytothetaskwhenitis
allocated(seebelowforfurtherinformationonsettingupAME).Alternativelyaperformercanbeallocatedmanuallyinthe
AllocatedChecklistsfunctioninSelfService.
6.RunAllocateChecklistsandTasksProgram
ThisprogramshouldbescheduledatintervalsregularenoughtocaterforthefrequencyofoccurringLifeEvents.Whenthe
AllocatedChecklistsfunctionisruninSelfServicetheprogramisruninbackgroundfortheindividualpersontoensurethe
informationdisplayediscurrent,butit'sbettertoremovetheoverheadbyschedulingthisconcurentprogram.
TheprogramidentifiespendingLifeEventslinkedtoChecklists,andallocatesthechecklisttaskstothepersonbasedoneligibility
profiles.
NavigatetoProcessesandReports>SubmitProcessesandReports.
N.B.TheprogrammusthavefirstbeenaddedtothereportsRequestSet.
ProgramNameAllocateChecklistsandTasksProcess(executespl/sqlprocedureper_checklist_events.allocate_tasks)
ManagingChecklists
Managerscanviewandupdatethetasksallocatedtotheemployeesreportingtothem,andemployeescanview,andupdate
theirownallocatedtasks.Foremployees,addthefunctionHR_ALLOCATED_CHECKLIST_SStotheirSelfServicemenuifnot
alreadythere,andforManagers,thefunctionisHR_ALLOCATED_CHECKLIST_MGR_SStogetaccesstotheAllocatedChecklists
page.
Theattributesofthetaskscanbemaintainedhere,includingcompletionstatus,duration,performerandflexfieldinformation.
Taskscanalsobedeleted,andaddedtotheemployee.
ThechecklistandtasksareallocatedbytheAllocateChecklistsandTasksProcess.Itshouldbenoted,however,thatsubsequent
changestothechecklistarenotreallocatedtoemployeeswhohavealreadyreceivedthechecklistandtaskswhentheLifeEvent
istriggered.Ifataskhasbeenaddedsincetheallocation,thetaskcanbeaddedmanuallytoeachemployeeusingtheAllocated
Checklistspage,orbyrunningtheper_checklist_events.allocate_person_tasksprocedure(SeeAllocatingChecklistTasks
usinganAPIsection).
SetupPerformersinAME
PerformerscanbeautomaticallyassignedtodesignatedchecklisttasksbysettingupanApprovalGroupwithinOracleApprovals
Management(AME).Thissectionwillprovidesomebasicstepsonhowtodothis,butforamoredetailedunderstandingofusing
AMEandWorkflowNotifications,seetheOracleApprovalsManagementImplementationGuide,andOracleWorkflow
AdministratorandUsersGuides.
1.AssignRolesandGrants
BeforeattemptingtosetupAME,checklistapprovalrequirementsmustbewellplannedinadvance,andtheuserwiththe
responsibilityforsettingthisupshouldbeassignedtheAMERolesandgrants.FollowinstructionsinNote375119.1.AMEhas
implementedRoleBasedAccessModel(RBAC),sodonotattempttoassigntheAMEResponsibilitiesdirectlytoyouruserasyou
willnotbeabletoselectanytransactiontypesusingtheAMEDashboardsasaconsequence.
2.CreateConditions,ApprovalGroupandRule
FromBusinessAnalystDashboard,selectCHECKLISTtransactiontype
ClickonConditionslink,andclickonCreatebutton.SelectCHECKLIST_ATTRIBUTEandenteranameinthe'StringValue'
fieldintheregionbelow.ThiswillbetheApprovalsIdentifierforlinkingtothechecklisttask.Seestep5inSetupSteps
above.
CreateApprovalGroupbyselectingthetab'ApproverGroups'.SetusagetypetoStatic,andvotingmethodto'First
Responderwins',andaddgroupmembersasrequired.
AssociatetheActionType,'ApprovalGroupChainofAuthority'totheCHECKLISTTransactionType.
Select'Rules'tabtodefineanAMEApprovalRuleoftype'ListCreation',andassociatewithyourconditionandactiontype.
FinishtheprocesstosavetheAMErule.
3.UpdateChecklistTask
InSetup/MaintainChecklistsunderWorkStructures>Checklistsmenu,updateeachrequiredtaskwiththeApprovalsIdentifier.
ThissetsthecolumnAME_ATTRIBUTE_IDENTIFIERonthetablePER_TASKS_IN_CHECKLISTtotheAMEconditionyou
havecreated.Ifdifferentperformersrequiredforeachtask,morethanoneconditionmayberequired.
4.RespondtoNotifications
Whensetup,theperformerwilldefaultagainsttheallocatedtasks.AnotificationwillbesenttoeachmemberoftheApproval
Groupsaying,'ActionRequired:Complete<taskname>for<employeename>',andincludetwobuttons,COMPLETED
andNOTCOMPLETED.WhicheverpersonrespondstothesebuttonsfirstwillsetthestatusonthetasktoeitherCompletedor
Rejected.TheNotificationtoallperformerswillthenshow'FYI:<employeename>task<taskname>isupdated'
PleasenotethatChecklistsusetheparallelapprovalprocesswhichmeansthatoninitialallocationthefirstapproverinthelistis
selectedfordisplayinthe'AllocateTasks'page.
BackgroundProcessing
1)LifeEvents
ChecklistLifeEventscanbequeriedusingthefollowingstatement
selectLER_ID,EFFECTIVE_START_DATE,EFFECTIVE_END_DATE,NAME,
BUSINESS_GROUP_ID,TYP_CDfromBEN_LER_Fwheretyp_cd='CHECKLIST'
ForExample
LER_IDEFFECTIVE_STARTEFFECTIVE_ENDNAMEBGTYPE
4177501JAN0831DEC12NewHire(Checklist)7269CHECKLIST
2)Checklists
ExamplequeryofChecklistdefinition:
colnameformata30colchecklist_categoryformata10selectCHECKLIST_ID,NAME,
CHECKLIST_CATEGORY,EVENT_REASON_IDfromPER_CHECKLISTSwhereBUSINESS_GROUP_ID=7269
ExampleWithoutLifeEventReasonlinked
CHECKLIST_IDNAMECATEGORYEVENT_REASON_ID
61MentoringPeriod(UK)ONBOARD
ExampleWithLifeEventReasonlinked
CHECKLIST_IDNAMECATEGORYEVENT_REASON_ID
61MentoringPeriod(UK)ONBOARD41775
3)ChecklistTasks
Examplequeryofindividualtasks:
colchecklist_task_nameformata30colmandatory_flaga1coltarget_duration_uomformata1
selectTASK_IN_CHECKLIST_ID,CHECKLIST_TASK_NAME,ELIGIBILITY_PROFILE_ID,
MANDATORY_FLAG,TARGET_DURATION,TARGET_DURATION_UOM,TASK_SEQUENCEfrom
PER_TASKS_IN_CHECKLISTwhereCHECKLIST_ID=61
TASK_IN_CHECKLIST_IDCHECKLIST_TASK_NAMEELIG_PROF_IDMDURATIONUOM
81EDPNewHirePlans20433Y1W
82HRMSTroubleshootingSessions20433Y2D62Orientation20433Y1W
4)ProcessingaLifeEvent
TheBenefitsmodelhasbeenadaptedsothatwheneveraChecklistLifeEventistriggered,thefollowingprocedureiscalledby
theben_create_ptnl_ler_for_per(bencrler.pkb)package:
PER_CHECKLIST_EVENTS.CREATE_EVENT
(p_effective_date=>p_effective_date
,p_person_id=>p_person_id
,p_assignment_id=>p_assignment_id
,p_ler_id=>p_ler_id
)
ThiscreatesarowinthetablePER_BEN_IDENTIFIED_EVENTS.
Forexample
selectBEN_IDENTIFIED_EVENT_ID,EVENT_REASON_ID,PERSON_ID,STATUS,
EFFECTIVE_DATEfromPER_BEN_IDENTIFIED_EVENTS
BEN_IDENTIFIED_EVENT_IDEVENT_REASON_IDPERSON_IDSTATUSEFFECTIVE_DATE
614177529722Pending22SEP08
Thisrowisthedriverforallocatingtaskstoemployees.
5)AllocatingTaskstoEmployees
Theconcurrentprogram,AllocateChecklistsandTasks,runstheprocedureper_checklist_events.allocate_tasks.Thischecksfor
rowsonPER_BEN_IDENTIFIED_EVENTSwithastatusofPending.Ifitfindsany,itwillcreaterowsonthetwotables
PER_ALLOCATED_CHECKLISTSandPER_ALLOCATED_TASKS.
colchecklist_nameformata30colchecklist_categoryformata10selectALLOCATED_CHECKLIST_ID,
CHECKLIST_ID,PERSON_ID,ASSIGNMENT_ID,CHECKLIST_NAME,
CHECKLIST_CATEGORYfromPER_ALLOCATED_CHECKLISTSwhereCHECKLIST_ID=61
ALLOCATED_CHECKLIST_IDCHECKLIST_IDPERSON_IDCHECKLIST_NAMECATEGORY
216129722MentoringPeriod(UK)ONBOARD
selectALLOCATED_TASK_ID,ALLOCATED_CHECKLIST_ID,TASK_NAME,
PERFORMER_ORIG_SYS_IDPERFORMER,TASK_OWNER_PERSON_IDTASK_OWNER
fromPER_ALLOCATED_TASKSwhereALLOCATED_CHECKLIST_ID=21
ALLOCATED_TASK_IDALLOCATED_CHECKLIST_IDTASK_NAMEPERFORMERTASK_OWNER
2121Orientation2949827655
2221NewHireProgram
2321HRMSTroubleshootingSessions
ThetablePER_BEN_IDENTIFIED_EVENTShasstatuschangedtoProcessed.
BEN_IDENTIFIED_EVENT_IDEVENT_REASON_IDPERSON_IDSTATUSEFFECTIVE_DATE
614177529722Processed22SEP08
AllocatingChecklistTasksusinganAPI
Whensettingupchecklists,itmaybenecessarytodoamanualallocationbecausesomeemployeeshavealreadyexperienced
theLifeEventthathasbeendefined.Forinstance,iftheLifeEventistriggeredfornewemployees,andseveralwereentered
ontothesystempriortotheLifeEventbeingdefinedandlinkedtotheChecklist.Inthesecircumstancesthe
per_checklist_events.create_eventprocedurecanbecalleddirectly.Theexampleshownpassestheparametersdirectlybutitcan
beincorporatedintoaloopwherethetargetperson_idsarepassedinwiththetargetstartdates.
DECLARE
v_errorvarchar2(4000)
l_target_start_datedate:=to_date('01Oct2008','ddmonyyyy')
l_person_idnumber:=31524
l_life_event_idnumber:=41775
BEGIN
dbms_output.ENABLE(1000000)
per_checklist_events.create_event
(p_effective_date=>l_target_start_date
,p_person_id=>l_person_id
,p_assignment_id=>null
,p_ler_id=>l_life_event_id)
EXCEPTION
WHENOTHERSTHEN
v_error:=SUBSTR(SQLERRM,1,250)
dbms_output.put_line(v_error)
END
commit
ThishastheeffectofcreatingthePendingrowonPER_BEN_IDENTIFIED_EVENTS.Oncethatispresentitwillbepickedupby
theAllocateChecklistsandTasksconcurrentprogram.Thisconcurrentprogramcanalsobecalleddirectly.Forexample
DECLARE
l_errbufvarchar2(2000)
l_retcodevarchar2(1000)
BEGIN
per_checklist_events.allocate_tasks
(errbuf=>l_errbuf,
retcode=>l_retcode,
p_purge=>'Y')
END
commit
IfaChecklisthadnotbeenpreviouslyallocated,theallocate_tasksprocessshouldberun.Howveverifataskhasbeenaddedto
anexistingchecklistafterallocationtoagroupofemployees,theadditionaltaskcanbeaddedeithermanuallyintheAllocated
Checklistspage,orbytheallocate_person_tasksprocedureasdescribedbelow.APendingrowmusthavepreviouslybeen
writtentotheper_ben_identified_eventstableusingthecreate_eventprocedure.
DECLAREv_errorvarchar2(4000)l_person_idnumber:=29622BEGINdbms_output.ENABLE(1000000)
per_checklist_events.allocate_person_tasks(p_person_id=>l_person_id)EXCEPTIONWHENOTHERSTHEN
v_error:=SUBSTR(SQLERRM,1,250)dbms_output.put_line(v_error)END
UsingAllocatedChecklistsWindowintheProfessionalUserInterface(PUI)
YoucancalltheAllocatedChecklistswindowfromtheEnterandMaintainPersonform(PERWSHRG)byaddingthefollowing
functiontoyourNavigatormenu:
HRALLCKL_PER_TFAllocatedChecklist(TaskFlow)
ThenaddtheHRALLCKL_PER_TFnodetoyoupersontaskflow,andthenasaNavigationOptionundertheNPERSONnode.
AccessingExEmployeesintheAllocatedChecklistswindow
YoucanviewExEmployeesusingtheAllocatedChecklistswindowinthePUI,andinSelfServicebysettingthe
&pEnableTerms=Yparameteronthefollowingfunctions:
HR_ALLOCATED_CHECKLIST_MGR_SSManagerSelfService
HR_ALLOC_CHECKLIST_ADV_SRCH_SSHRProfessional4.0
Troubleshooting
ThelikeliestproblemtooccurwithChecklistswouldbeafailureintheallocationprocess.
ThelikeliestproblemtooccurwithChecklistswouldbeafailureintheallocationprocess.
1)ChecktoseeiftheLifeEventwasprocessedfortheindividualbyexaminingifarowwascreatedon
per_ben_identified_events.NotethattherowsareclearedifthepurgeparameterissettoYeswhenrunningtheAllocate
program,soit'sagoodideanottopurgeinitially.IfthereisarowthereeitherPendingorProcessedtheproblemwouldn'tbe
withtheLifeEvent.
Ifarowisnotcreated,theeventdefinedinPersonChangesontheLifeEventisnothappening.Checkinganindividual'sdata
usingEBSHumanCapitalManagement(HCM)PersonAnalyzer(Note:1675487.1)mayhelptounderstandwhy.Forexample,a
commonmisunderstandingistosetupaLifeEventforTerminations,andtocheckforachangeinAssignmentStatus.Mostofthe
timethestatusdoesn'tchangewhenanassignmentisterminated.Therecordismerelyenddated.
2)Anotherpossibilityforafailurewiththeallocationprocesswouldbethattheeligibilityprofileisexcludingtheperson.Check
theprofileeligibilitycriteriamatchestheemployee'scriteria.
3)Iftheproblemisnotobvious,thenaPYUPIPtracecanberuntotryandidentifytheproblem.EnsurethereisaPendingrow
onper_ben_identified_eventsforprocessing:
Opentwosessionsontheserver.
Session1
insqlplusapps/apps
SQL>selectuserenv('sessionid')fromdual
Session2
cd$PAY_TOP/bin
PYUPIPapps/apps<sessionid>>file.dmp
where:apps/appsistheloginandpasswordfortheAPPSschema.
<sessionid>isthevaluereturnedfromSession1.
Session1
exechr_utility.trace_on
DECLARE
l_errbufvarchar2(2000)
l_retcodevarchar2(1000)
BEGIN
per_checklist_events.allocate_tasks
(errbuf=>l_errbuf,
retcode=>l_retcode,
p_purge=>'Y')
END
exechr_utility.trace_off
Youwillneedtoctrl/cthePYUPIPsessionandthenanalyze
thetracestatementswrittentofile.dmp
StillHaveQuestions?
TodiscussthisinformationfurtherwithOracleexpertsandindustrypeers,weencourageyoutoreview,joinorstarta
discussionintheEBusinessHuman_Capital_ManagementCommunity.
Toprovidefeedbackonthisnote,clickontheRatethisdocumentlink.
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SUMMARY
REFERENCES
NOTE:375119.1UsersCreatedafterAME.BDoNotHaveProperGrants/CannotAccessAMEApplicationAfterAppliedAMEB
NOTE:744150.1UnderstandingandUsingChecklistItemsinPeopleManagement
NOTE:1675487.1EBSHumanCapitalManagement(HCM)PersonAnalyzer
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Attachments
ALLCHK.GIF (35.11KB)
ELIGIBILITY.GIF (14.52KB)
personchanges (20.21KB)
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OracleEBusinessSuite>HumanCapitalManagement>HumanResources>OracleHumanResources
Keywords
ALLOCATION AME API APPROVAL ASSIGNROLES BENEFITS CHECK CHECKLIST ELIGIBILITY EMPLOYEE EVENTTHE HIRE PEOPLEMANAGEMENT PERSONTYPES PYUPIP
RELOCATION SETUP SICKNESS TASKDETAILS TRANSFER
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