AI Communication Compliance

AI Phone Agent Compliance Resource Center

A practical resource for businesses reviewing AI voice, SMS, call recording, TCPA, telemarketing, consent, privacy, disclosures, and responsible customer communication workflows.

AI Voice Disclosure SMS Consent TCPA Review Privacy Review Call Recording Notice Responsible Deployment
Compliance Highlights

Built for Responsible AI Phone Communication

AI Phone Agents sit at the intersection of telecommunications, privacy, consumer protection, consent, recording notice, and customer experience. Lacy.ai helps teams operationalize the workflows their business, compliance, and legal teams approve.

Disclosure

Support clear AI Phone Agent disclosure language for inbound and outbound call experiences.

Consent Support

Configure consent capture, opt-out handling, and customer communication rules.

Auditability

Use transcripts, summaries, and activity logs to support review and operational oversight.

AI Governance

Prompt controls, knowledge bases, and call review tools help keep AI behavior aligned.

Security Controls

Security, access, and data controls support responsible deployment across call workflows.

Important notice: This resource is provided for general informational and educational purposes only. It does not constitute legal advice, regulatory advice, or a legal opinion. Lacy.ai provides AI Phone Agent technology, workflow configuration, and implementation support. Customers are responsible for reviewing their own obligations with qualified counsel before launching AI Phone Agents, outbound calling, SMS workflows, call recording, automated lead follow-up, or AI-powered customer communication programs.
Disclosure Standards

Recommended AI Phone Agent Disclosure Practices

Because laws vary by jurisdiction, industry, call purpose, communication channel, and use case, Lacy.ai recommends that businesses consider adopting a clear, consistent disclosure standard for AI Phone Agent deployments.

These examples are informational only. Customers should review any disclosure language with qualified counsel before use.

Inbound Call Message

Hi, this is Lacy, an AI phone agent for [Business Name]. This call may be recorded for quality, training, and follow-up purposes. How can I help you today?

Outbound Call Message

Hi, this is Lacy, an AI phone agent calling on behalf of [Business Name]. This call may be recorded for quality, training, and follow-up purposes. If you do not wish to continue or would like to opt out of future calls, please let me know.

SMS Consent and Opt-Out Language

By providing your phone number, you agree to receive calls and text messages from [Business Name], which may include automated or AI-assisted communications. Message and data rates may apply. Reply STOP to opt out.

Compliance Controls

Operational Controls for the Full Call Lifecycle

Lacy.ai helps teams configure AI Phone Agent workflows around customer-approved disclosures, consent practices, call recording notices, opt-out handling, escalation paths, CRM updates, and audit-ready call outcomes.

Call Starts Customer enters an inbound or outbound AI Phone Agent workflow.
Disclosure Given The AI identifies itself using customer-approved language.
Consent Captured Relevant consent, opt-out, or recording notice signals are captured.
Workflow Routed The call is routed, scheduled, escalated, or summarized based on approved logic.
Records Updated CRM, calendars, and workflow systems are updated with structured call data.

AI Disclosure Controls

Configure upfront language that explains when a customer is speaking with an AI Phone Agent.

Consent and Opt-Out Logic

Support consent capture, unsubscribe workflows, do-not-contact handling, and customer communication preferences.

Recording Notice Support

Use customer-approved recording notice language for calls that are recorded, summarized, or reviewed.

Audit-Ready Call Records

Use transcripts, summaries, outcomes, and workflow logs to support operational review and quality control.

Privacy & Responsible Data Handling

Designed to Support Privacy-Conscious Communication

AI Phone Agent compliance does not end when the call ends. Businesses also need to consider how call data, customer records, transcripts, summaries, and workflow activity are handled after the conversation.

GDPR

GDPR Support

Supports privacy workflows for access, deletion, retention, and data handling requests.

CCPA

CCPA Support

Helps businesses support consumer privacy expectations and data control requirements.

SOC 2

SOC 2 Program

Lacy.ai’s SOC 2 program is coming soon.

ISO

ISO-Aligned Security Practices

Security practices are designed around recognized information security principles.

HIPAA

HIPAA-Ready Enterprise Options

Available for eligible healthcare and wellness use cases that require additional safeguards.

AI Governance

Control How Your AI Phone Agents Behave

Lacy.ai gives teams tools to manage AI behavior, review calls, improve quality, and keep conversations aligned with approved business rules, disclosure standards, escalation rules, and customer communication policies.

AI Prompt Editor

Control how agents greet, disclose, respond, qualify, route, summarize, and escalate calls.

Knowledge Base Management

Manage the approved business information your AI Phone Agents use during conversations.

Flow Builder

Create structured call paths for intake, scheduling, support, qualification, consent, and follow-up.

Call Review

Use transcripts, summaries, and outcomes to monitor quality, review behavior, and improve performance.

High-Review Use Cases

Customers should consult qualified counsel before using AI Phone Agents for healthcare or medical intake, legal advice, financial services, debt collection, employment screening, housing, education admissions, government services, biometric voice authentication, voice cloning, outbound telemarketing, political calls, sensitive personal data collection, children’s data, emergency response, or workflows that make or influence consequential decisions.

Official Resources

U.S. Federal Regulatory Resource Table

These official U.S. government resources may be relevant to AI Phone Agent, AI voice, SMS, telemarketing, robocall, robotext, privacy, and responsible AI review.

Area Official Resource Why It Matters
AI-generated voice and TCPA FCC AI-Generated Voice Resource Federal guidance confirming that AI-generated voices can be treated as artificial voices under TCPA robocall rules.
Robocalls and robotexts FCC Robocalls and Texts Consumer Guide Consumer-facing FCC guidance on unwanted calls, texts, consent, and complaint handling.
TCPA resource hub FCC TCPA Tag Page FCC resources related to TCPA rules and updates.
Telemarketing Sales Rule FTC TSR Guidance FTC guidance for sellers and telemarketers covered by the Telemarketing Sales Rule.
National Do Not Call Registry FTC Do Not Call Resource Official FTC resource for the National Do Not Call Registry.
Consumer complaints FCC Consumer Complaint Center FCC consumer complaint portal for unwanted calls, texts, and related communications.
State consumer protection offices USA.gov State Consumer Offices Official U.S. government directory for state consumer protection offices.
AI risk management NIST AI Risk Management Framework Voluntary AI risk management framework for organizations designing, deploying, or managing AI systems.
Financial services AI CFPB Chatbots in Consumer Finance Useful for financial services organizations evaluating AI-assisted customer support and consumer finance obligations.
This table is provided for general informational purposes only. It is not exhaustive and may not reflect the most recent legal developments. Customers should conduct their own due diligence and consult qualified counsel.
State AI Resources

Official State AI Regulation and Policy Resources

The table below provides official state AI regulation, policy, governance, task-force, or agency resources that businesses can use as starting points for AI compliance monitoring.

Important: These official state resources are provided for research and compliance monitoring purposes only. Lacy.ai does not provide legal advice. AI obligations may also arise under state privacy, consumer protection, employment, healthcare, insurance, biometric, advertising, telecommunications, and sector-specific laws. Companies should consult qualified counsel before deploying AI systems in regulated workflows.
State Key Areas to Review Practical Implementation Posture Official State Resource
Alabama AI governance policy, planning, procurement, privacy, security, responsible AI use, consumer communication review. Use AI disclosure, recording notice, consent logging, and opt-out workflows. Review state AI governance expectations before regulated deployment. Alabama Artificial Intelligence Governance Policy
Alaska AI systems in regulated business, insurance, governance, consumer protection, privacy, call recording, AI disclosure. Use upfront AI and recording notice. Regulated businesses should review AI use with counsel before deployment. Alaska Division of Insurance AI Bulletin
Arizona Generative AI policy, state AI use, AI disclosure, call recording, telemarketing, consumer protection. Maintain consent records and clear call purpose language. Review generative AI policy expectations for public-facing AI use. Arizona Generative AI Policy
Arkansas Statewide AI policy, ethical AI use, safe AI use, privacy, call recording, consumer protection. Use standard AI disclosure, recording notice, and consent capture. Align AI Phone Agent behavior to approved business rules. Arkansas Artificial Intelligence Policy
California AI disclosure, privacy, call recording, consumer protection, automated interaction disclosure, minors, data sharing. Treat as high-priority. Use AI disclosure, recording notice, opt-out handling, and privacy review. Avoid misleading users into believing the AI is human. California Governor AI Law Update
Colorado Colorado AI Act, high-risk AI systems, consumer protections, privacy, call recording, consumer protection. Use disclosure and logging for standard call handling. Require legal review for consequential decisions, regulated industries, or high-impact workflows. Colorado SB24-205 AI Act
Connecticut Responsible AI policy framework, privacy, call recording, electronic communication consent, consumer protection. Use conservative recording notice and AI disclosure. Monitor new AI legislation through official Connecticut legislative channels. Connecticut Responsible AI Policy Framework
Delaware AI Commission activity, AI governance, privacy, call recording, consumer protection, consent practices. Use recording disclosure and consent logging. Monitor the Delaware AI Commission portal for policy updates. Delaware AI Commission Portal
Florida AI Bill of Rights proposal, telemarketing, mini-TCPA-style exposure, call recording, privacy, outbound calls, SMS. Treat as high-risk for outbound calling and automated text workflows. Use consent, recording notice, calling-hour controls, frequency controls, opt-out handling, and DNC suppression. Florida Governor AI Bill of Rights Proposal
Georgia State AI program, AI policy, AI disclosure, call recording, telemarketing, consumer protection. Use standard disclosure, consent, opt-out, and audit trail. Monitor Georgia Technology Authority AI policy resources. Georgia Technology Authority AI Hub
Hawaii Official AI guidance, AI disclosure, call recording, private-place recording considerations, consumer protection. Use upfront recording notice on all calls. Review official Hawaii AI guidance for public-facing AI expectations. Hawaii AI Guidance
Idaho Responsible AI framework, AI governance, AI disclosure, call recording, telemarketing, consumer protection. Use standard AI disclosure and consent posture. Review the state AI Help Center for policy direction. Idaho AI Help Center
Illinois Responsible AI-use policy, biometric privacy, voiceprints, call recording, consumer protection, AI disclosure. Avoid voiceprint or biometric processing unless approved by counsel. Always disclose AI and recording. Illinois DoIT AI Policy
Indiana State AI policy, privacy, call recording, AI disclosure, consumer protection. Align disclosure, consent, data retention, and CRM sync with privacy obligations. State of Indiana Artificial Intelligence Policy
Iowa Generative AI policy, privacy, call recording, consumer protection, AI disclosure. Use standard disclosure, consent, and data retention controls. Review state generative AI policy for responsible use expectations. Iowa Generative AI Policy
Kansas Statewide generative AI policy, AI disclosure, call recording, telemarketing, consumer protection. Use standard disclosure and opt-out controls. Monitor official Kansas AI policy announcements. Kansas Governor Generative AI Policy Announcement
Kentucky CIO AI policy, privacy, call recording, consumer protection. Align intake data, retention, and CRM sync with privacy review. Review the CIO AI policy for responsible deployment standards. Kentucky CIO Artificial Intelligence Policy
Louisiana AI acceptable-use policy, AI disclosure, call recording, telemarketing, consumer protection. Use standard disclosure and opt-out posture. Review acceptable-use expectations for AI-assisted workflows. Louisiana AI Acceptable Use Policy
Maine AI Task Force, AI policy development, telemarketing, DNC, call recording, consumer protection. Use outbound controls, DNC suppression, consent records, and calling-hour restrictions. Monitor Maine AI Task Force updates. Maine AI Task Force
Maryland Responsible AI policy, automated solicitation calls and texts, call recording, telemarketing, consumer protection. Treat as high-risk for outbound. Use consent review, AI disclosure, recording notice, opt-out handling, and consent logging. Maryland Responsible AI Policy
Massachusetts Consumer protection, civil rights, data privacy, call recording, data security, AI disclosure. Always disclose recording. Do not silently record. Review state consumer protection and privacy implications before AI deployment. Massachusetts AG AI Advisory
Michigan AI bias, discrimination, civil rights, call recording, telemarketing, consumer protection, AI disclosure. Use conservative recording disclosure and consent logs. Review AI workflows for bias, discrimination, and civil rights risk. Michigan AI Guiding Principles
Minnesota AI services security standard, privacy, call recording, consumer protection, AI disclosure. Align intake data, CRM sync, and retention with privacy and security requirements. Minnesota AI Security Standard
Mississippi AI acceptable-use policy, AI disclosure, call recording, consumer protection. Use standard compliance posture. Review acceptable-use expectations for AI-assisted communication workflows. Mississippi AI Acceptable Use Policy
Missouri AI strategy, government AI use, healthcare or sensitive-use review, call recording, consumer protection. Avoid healthcare, mental health, or regulated advice workflows without customer counsel review. Monitor state AI strategy updates. Missouri Executive Order on AI Strategy
Montana Government AI restrictions, privacy, recording notice, consumer protection, AI disclosure. Use upfront notice and consent capture. Review prohibited AI-use restrictions where applicable. Montana Code AI Use Restriction
Nebraska Artificial intelligence policy, privacy, call recording, consumer protection, AI disclosure. Use standard disclosure and privacy alignment. Review state AI policy expectations for AI-assisted workflows. Nebraska Artificial Intelligence Policy
Nevada Responsible and ethical AI use, privacy, call recording, consumer protection, AI disclosure. Use disclosure, opt-out, and CRM data minimization. Review state responsible AI policy expectations. Nevada Responsible and Ethical AI Policy
New Hampshire AI technologies policy, privacy, call recording, consumer protection, AI disclosure. Always disclose recording and AI use. Review state AI technology policy before deployment in regulated workflows. New Hampshire AI Technologies Policy
New Jersey Algorithmic discrimination, civil rights, privacy, consumer protection, call recording, AI disclosure. Use disclosure, consent logging, and privacy notice alignment. Review AI workflows for algorithmic discrimination risk. New Jersey AG Algorithmic Discrimination Guidance
New Mexico Synthetic media, AI deception, call recording, consumer protection, AI disclosure. Use standard compliance posture. Avoid deceptive AI-generated media or misleading AI interactions. New Mexico DOJ Synthetic Media Proposal
New York Frontier AI framework, AI companion model review, consumer protection, telemarketing, privacy, call recording, AI disclosure. Use AI disclosure for business call agents. Avoid companion, therapy, emotional-support, or vulnerable-user use cases without legal review. New York RAISE Act Announcement
North Carolina Responsible AI framework, AI disclosure, call recording, telemarketing, consumer protection. Use standard disclosure and consent logging. Review responsible AI framework for deployment governance. North Carolina Responsible AI Framework
North Dakota AI guidance framework, AI disclosure, call recording, consumer protection. Use standard compliance posture. Review official AI guidance as a responsible-use starting point. North Dakota AI Guidance Framework
Ohio AI in state solutions, AI policy, call recording, telemarketing, consumer protection. Use standard disclosure and opt-out handling. Review Ohio IT-17 for state AI policy direction. Ohio IT-17 AI Policy
Oklahoma State AI portal, automated commercial calls and texts, telemarketing, consent, DNC, AI disclosure. Treat as high-risk for outbound. Use consent review, opt-out, DNC suppression, and calling-hour controls. Oklahoma AI Portal
Oregon Oregon DOJ AI guidance, privacy, call recording, consumer protection, AI disclosure. Use standard phone disclosure and privacy alignment. Review Oregon DOJ AI guidance for company AI-use considerations. Oregon DOJ AI Guidance
Pennsylvania Generative AI resource hub, call recording, consumer protection, AI disclosure. Always disclose recording and AI use. Review the state generative AI hub for policy and governance updates. Pennsylvania Generative AI Resource Hub
Rhode Island AI Task Force, privacy, call recording, consumer protection, AI disclosure. Use standard disclosure and privacy notice alignment. Monitor AI Task Force updates for policy direction. Rhode Island AI Task Force
South Carolina State agency AI strategy, AI disclosure, call recording, consumer protection. Use standard compliance posture. Review state AI strategy for responsible AI governance direction. South Carolina AI Strategy
South Dakota GenAI acceptable-use policy, AI disclosure, call recording, consumer protection. Use standard compliance posture. Review statewide GenAI acceptable-use expectations. South Dakota GenAI Acceptable Use Policy
Tennessee AI voice, image, likeness protection, privacy, call recording, AI disclosure. Avoid cloning a person’s voice without clear authorization. Maintain voice-clone authorization records where applicable. Tennessee ELVIS Act Announcement
Texas Responsible AI governance, privacy, call recording, telemarketing, consumer protection, AI disclosure. Use AI disclosure, opt-out, consent logs, and privacy notice alignment. Review responsible AI governance requirements before regulated deployment. Texas Responsible AI Governance Act Analysis
Utah Office of Artificial Intelligence Policy, generative AI disclosure, privacy, call recording, consumer protection. Treat as high-priority. Ensure the AI identifies itself accurately when asked and consider proactive disclosure for customer-facing deployments. Utah Office of Artificial Intelligence Policy
Vermont AI use and oversight in state government, privacy, consumer protection, call recording, AI disclosure. Use standard disclosure and monitor regulatory developments. Review state AI oversight activity as policy evolves. Vermont Act 132 AI Oversight Status
Virginia AI standards and guidance, privacy, call recording, consumer protection, AI disclosure. Use standard disclosure and privacy alignment. Review VITA AI standards and guidance before AI deployment. Virginia AI Standards and Guidance Hub
Washington AI resources, executive order, task force, telemarketing, call recording, privacy, consumer protection, AI disclosure. Treat as high-risk for outbound. Use consent review, recording notice, calling-hour controls, DNC suppression, and opt-out handling. Washington AI Resources
West Virginia AI policy and governance, AI disclosure, call recording, consumer protection. Use standard compliance posture. Review state AI policy and governance resources before deployment. West Virginia AI Policy and Governance
Wisconsin Workforce and AI task force, call recording, consumer protection, AI disclosure. Use upfront recording notice. Monitor AI workforce and policy developments for business-impacting guidance. Wisconsin Governor’s Task Force on Workforce and AI
Wyoming AI governance legislation review, AI policy monitoring, call recording, consumer protection, AI disclosure. Use standard compliance posture. Monitor Wyoming legislative analysis and policy updates for AI governance direction. Wyoming AI Governance Legislation Memorandum

Higher-Review U.S. States

Some states may require more careful review due to AI-specific activity, call recording requirements, privacy laws, consumer protection enforcement, telemarketing restrictions, biometric laws, or mini-TCPA-style exposure.

California Colorado Utah Florida Maryland Oklahoma Washington Illinois Massachusetts Pennsylvania New Hampshire New York Texas

Global Resources

Global AI, Privacy, and Communication Regulatory Resources

For global deployments, customers should complete country-specific legal review before launching AI voice, automated SMS, outbound calling, call recording, or AI-assisted customer communication.

Jurisdiction / Region Official or Regulator Resource Relevance to AI Phone Agents
GlobalOECD AI Policy ObservatoryInternational AI policy resource with country-level AI policy information and AI governance materials.
GlobalOECD AI PrinciplesInternational AI principles focused on trustworthy AI, human rights, transparency, robustness, safety, and accountability.
GlobalGlobal Privacy Assembly Accredited MembersDirectory of privacy and data protection authorities across many jurisdictions.
GlobalNIST AI Risk Management FrameworkWidely used voluntary AI risk framework for governance, mapping, measuring, and managing AI risk.
European UnionEuropean Commission AI Act ResourceEU AI Act resource for AI system classification, transparency, high-risk AI obligations, and governance.
European Union / EEAEuropean Data Protection Board MembersDirectory of EU and EEA national data protection authorities.
United KingdomUK ICO AI and Data Protection GuidanceUK guidance on AI systems that process personal data, including fairness, transparency, accountability, and lawful processing.
CanadaGovernment of Canada AIDA ResourceCanadian federal AI governance resource related to the proposed Artificial Intelligence and Data Act.
AustraliaAustralia AI Ethics PrinciplesAustralian government principles for safe, secure, reliable, transparent, and accountable AI.
United StatesFCC AI-Generated Voice ResourceU.S. resource for AI-generated voice calls and TCPA treatment.
United StatesFTC Telemarketing Sales RuleU.S. telemarketing compliance resource for covered sellers and telemarketers.
United StatesUSA.gov State Consumer Protection DirectoryOfficial state-by-state consumer protection directory.
Country-by-country review should include AI disclosure obligations, data protection and privacy laws, telecommunications rules, electronic marketing rules, call recording consent rules, SMS and messaging consent rules, consumer protection rules, data transfer requirements, retention obligations, human escalation requirements, and industry-specific restrictions.
Implementation Model

Lacy.ai’s Compliance-Aware Deployment Approach

Lacy.ai combines AI Phone Agent software with implementation support to help businesses configure AI communication workflows around their real operational needs.

Our team helps customers think through call flows, customer intent, data capture, routing, scheduling, CRM sync, follow-up workflows, escalation paths, and AI Phone Agent behavior.

Lacy.ai does not determine a customer’s legal obligations. Instead, Lacy.ai helps customers configure the technical and operational framework they choose to deploy.

Best Practices Before Launch

Use clear AI disclosure at the beginning of the call.
Disclose call recording when calls are recorded.
Maintain consent records for outbound calls and SMS.
Use opt-out handling for marketing calls and texts.
Avoid misleading customers into believing the AI is human.
Document call flows and customer-approved scripts.
Review state-specific requirements before outbound campaigns.
Use human escalation for sensitive or complex matters.
Limit data collection to what is necessary for the call purpose.
Monitor laws and regulatory updates over time.
Risk Review

Inbound vs. Outbound AI Phone Agent Risk

Not all AI Phone Agent use cases carry the same compliance profile. Call purpose, channel, consent, industry, and geography can change the review process.

Inbound AI Phone Agent Calls

Inbound calls are typically initiated by the customer. Examples include customer service, appointment scheduling, order intake, support requests, billing questions, general inquiries, service area checks, intake qualification, and routing.

Outbound AI Phone Agent Calls

Outbound calls may require additional review. Examples include sales outreach, lead follow-up, reactivation campaigns, promotional offers, appointment reminders, payment reminders, satisfaction calls, review requests, missed-call follow-up, and abandoned form follow-up.

FAQ

AI Phone Agent Compliance Questions

Practical answers for business teams evaluating AI voice, SMS, call recording, outbound campaigns, and responsible AI communication workflows.

Is an AI Phone Agent considered a robocall?
It depends on the call type, technology used, recipient, consent status, jurisdiction, and purpose of the call. In the United States, federal rules may apply to certain calls that use artificial or prerecorded voice technology, including AI-generated voice. Businesses should review AI voice calling programs with qualified counsel before launch.
Does every AI Phone Agent call need a disclosure?
Requirements vary by jurisdiction and use case. As a practical business standard, Lacy.ai recommends upfront AI disclosure for both inbound and outbound AI Phone Agent calls. This can reduce customer confusion and support responsible AI communication.
Should businesses disclose that calls are recorded?
If calls are recorded, Lacy.ai recommends using a recording disclosure at the beginning of the call. Recording laws vary by state and country. Some jurisdictions may require all-party consent or other forms of notice. Customers should consult counsel regarding their specific obligations.
Are inbound and outbound AI calls treated differently?
They can be. Inbound calls are generally initiated by the customer. Outbound calls, especially sales, marketing, promotional, or lead follow-up calls, may trigger additional consent, telemarketing, do-not-call, SMS, calling-hour, and opt-out requirements.
Can Lacy.ai provide legal advice?
No. Lacy.ai provides AI Phone Agent technology, workflow configuration, and implementation support. Lacy.ai does not provide legal advice, regulatory advice, or legal opinions. Customers should consult qualified legal counsel.
Can Lacy.ai help customers configure consent and opt-out workflows?
Yes. Lacy.ai can help customers configure consent fields, opt-out workflows, CRM logging, call disclosures, and customer-approved scripts. Customers are responsible for determining the legal requirements that apply to their business.
Does use of Lacy.ai guarantee compliance?
No. Use of Lacy.ai does not guarantee compliance with federal, state, local, or international laws. Lacy.ai provides technology and implementation support. Customers remain responsible for legal compliance.
Ready to Review Your Workflow?

Launch AI Phone Agents with Operational Control

Lacy.ai helps businesses configure AI Phone Agents around approved call flows, disclosures, CRM workflows, scheduling logic, escalation paths, and customer communication rules.

Final disclaimer: This page is provided for general informational purposes only and does not constitute legal advice, regulatory advice, or a legal opinion. The information on this page may not reflect the most recent legal developments and may not apply to your specific business, industry, jurisdiction, or communication use case. Use of Lacy.ai does not guarantee compliance with federal, state, local, or international laws. Customers are responsible for obtaining any required consent, honoring opt-out requests, complying with applicable call recording laws, following telemarketing and SMS rules, maintaining appropriate records, reviewing applicable privacy and data protection obligations, and consulting qualified legal counsel before launching AI Phone Agents or AI-powered communication workflows.

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