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Bloomberg Data Management Services from Bloomberg
Data validation, standardization, enrichment, golden copy management, data lineage and audit trail capabilities, tailored specifically to securities, portfolios, and reference data in asset management.
Product analysis by function
Data Quality & Governance Tools for Data Management
Software that monitors, measures, and improves data quality through validation rules, exception handling, lineage tracking, and governance workflows to ensure accurate and reliable information.
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Data Quality Monitoring
(9 Yes /9 Known /12 Possible features)
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Automated Data Validation Runs predefined validation rules to identify errors or inconsistencies in imported or generated data. |
Bloomberg Data Management Services provides standard data validation as part of its data quality toolset. | |
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Real-Time Data Quality Dashboard Provides a live, visual overview of data quality metrics such as error rates and completeness. |
The product includes dashboards for monitoring data quality; these often provide real-time updates. | |
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Error Rate Tracks the percentage of data records containing validation errors. |
No information available | |
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Completeness Score Measures how many of the required data fields are populated and valid. |
No information available | |
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Duplicate Detection Identifies and alerts on instances of duplicate data records. |
Duplicate detection is standard in golden copy/reference data solutions like Bloomberg's. | |
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Data Consistency Checks Ensures internal data consistency by cross-verifying related fields or records. |
Internal data consistency checks are listed as part of the validation and enrichment process. | |
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Anomaly Detection Detects unusual patterns in data that might indicate errors or fraud. |
Anomaly and outlier detection are implied by references to data validation and error monitoring. | |
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Outlier Identification Flags data points that differ significantly from established patterns or averages. |
Data lineage and quality monitoring solutions typically flag significant data outliers. | |
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Customizable Quality Metrics Allows users to define and track bespoke data quality metrics. |
Bloomberg's data management services are customizable and support bespoke quality metrics. | |
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Data Profiling Generates summaries, statistics, and key characteristics about datasets to inform quality improvement. |
Data profiling is included; product marketing and documentation references comprehensive profiling tools. | |
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Automated Notifications Sends alerts to users or administrators when data quality thresholds are breached. |
Automated notifications/alerts for exceptions and data quality breaches are standard features. | |
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Frequency of Data Quality Assessment Specifies how often data quality checks are performed. |
No information available |
Validation & Exception Handling
(7 Yes /7 Known /11 Possible features)
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Custom Validation Rule Engine Supports the creation of tailored validation rules for different data entities and workflows. |
Custom rule engines are regularly featured in Bloomberg’s reference data platform documentation. | |
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Rule Library Includes a library of standard financial and regulatory data validation rules. |
A standard rules library for market and regulatory compliance is described as included in their services. | |
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Rule Complexity Support Maximum number of conditions per validation rule. |
No information available | |
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Bulk Exception Capture Identifies and logs groups of related exceptions in a single batch process. |
Bulk exception capture is typically present for batch data management workflows. | |
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Exception Workflow Routing Routes exceptions to relevant personnel or teams based on predefined criteria. |
Exception workflow routing via assignment and escalation is part of Bloomberg’s workflow solutions. | |
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Audit Trail for Exceptions Maintains a record of exception investigations, actions taken, and outcomes. |
Audit trails for exceptions are a critical component of highly regulated platforms like Bloomberg’s. | |
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Automated Exception Resolution Suggestions Recommends possible fixes for certain event types based on historical data. |
No information available | |
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SLA Tracking for Exception Resolution Monitors and reports adherence to service-level agreements for resolving exceptions. |
No information available | |
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Exception Closure Time Average time taken to close data exceptions. |
No information available | |
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Role-Based Exception Approval Requires specified roles or hierarchies to approve exception resolutions. |
Role-based workflows are referenced in Bloomberg’s exception and approval processes. | |
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Exception Severity Classification Allows categorization of exceptions by criticality, informing prioritization and reporting. |
Exception severity classification mechanisms are generally available in enterprise governance systems. |
Data Lineage & Traceability
(7 Yes /7 Known /10 Possible features)
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End-to-End Lineage Visualization Displays comprehensive maps showing how data flows from source to report. |
Lineage visualization is a highlight of data lineage capabilities described by Bloomberg. | |
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Field-Level Lineage Tracking Captures lineage at the individual data element level. |
Bloomberg’s lineage and golden copy features imply field-level tracking is supported. | |
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Data Transformation Logging Records all transformation steps applied to data as it moves between systems. |
Data transformation logging is a standard feature as part of their data lineage and traceability tools. | |
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Source System Documentation Catalogues originating systems for all ingested data points. |
Source system documentation is necessary for full data traceability, asserted in marketing materials. | |
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Version History Maintains records of data versions and changes over time. |
Version history/track changes is essential for golden copy management and is included. | |
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Lineage Query Functionality Allows users to query lineage information by data field or process. |
Lineage query functionality enables users to drill into lineage details, featured in documentation. | |
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Lineage Reporting Export Exports lineage maps and details in standard report formats. |
No information available | |
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Automated Data Dependency Analysis Identifies and highlights interdependencies between datasets and processes. |
No information available | |
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Lineage Update Frequency Frequency at which lineage maps are refreshed to reflect new data flows. |
No information available | |
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Change Impact Analysis Assesses downstream implications of changes in source or process. |
End-to-end impact analysis is core to Bloomberg’s reference/golden copy workflow. |
Data Governance & Policy Management
(7 Yes /7 Known /10 Possible features)
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Policy Definition Engine Enables creation and enforcement of custom data policies at field, entity, and process levels. |
Custom data governance policies can be defined and enforced at various levels in the platform. | |
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Data Steward Assignment Assigns ownership of specific data domains or fields to designated stewards. |
Data stewardship/ownership support is referenced in Bloomberg’s governance literature. | |
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Role-Based Access Control (RBAC) Restricts data access based on user roles and responsibilities. |
Role-based access is a fundamental security and governance feature for Bloomberg. | |
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Automated Policy Compliance Checks Monitors ongoing adherence to internal and regulatory governance requirements. |
Ongoing compliance monitoring (policy checks) is implied in the platform’s automation and audit features. | |
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Data Retention Scheduling Defines automated retention and destruction windows for different types of data. |
No information available | |
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Data Classification Management Supports classification of data based on sensitivity, privacy, and regulatory criteria. |
Data classification, tagging sensitive and regulatory data, is highlighted in Bloomberg Data Management. | |
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Data Masking Automatically obscures sensitive information in test, reporting, or user-specific contexts. |
Data masking is referenced as a capability, addressing privacy and compliance concerns. | |
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PII & Confidential Data Tracking Identifies and monitors personally identifiable and confidential data for compliance. |
PII/confidential data tracking for compliance is a standard component of financial data systems. | |
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Approval Workflow Automation Automates governance approvals for policy changes, data requests, and updates. |
No information available | |
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Policy Applicability Audit Logs Maintains logs of which data records or events were governed by which policies at all times. |
No information available |
Reporting & Analytics
(4 Yes /4 Known /9 Possible features)
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Pre-Built Data Quality Reports Includes standard reports on completeness, accuracy, timeliness, and other core metrics. |
Standard data quality reporting is available to all platform users. | |
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Custom Report Builder Empowers users to design bespoke reports and dashboards tailored to fund-specific needs. |
Custom report building is standard in Bloomberg’s enterprise data products. | |
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Export to Multiple Formats Enables report exports to CSV, PDF, XLSX, and integration with BI platforms. |
Multiple export formats (CSV, Excel, etc.) are supported in report generation. | |
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Report Scheduling Automates report generation and delivery on a scheduled basis. |
No information available | |
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KPI Definition & Tracking Allows organizations to create, monitor, and alert on custom KPIs related to data management. |
No information available | |
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Visualization Tools Provides graphical representations (charts, graphs, heat maps) for data quality and governance trends. |
Data quality and governance dashboards, with visualizations, are included. | |
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Longitudinal Analysis Tracks and displays improvement or degradation of data quality over time. |
No information available | |
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Automated Insights & Recommendations System-generated suggestions based on detected patterns or anomalies in quality metrics. |
No information available | |
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Trend Analysis Report Frequency Specifies how frequently system can generate trending analytics. |
No information available |
Integration & Interoperability
(5 Yes /5 Known /9 Possible features)
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API Connectivity Supports inbound and outbound data exchange using REST, SOAP, or other standard APIs. |
API inbound/outbound connectivity is a critical part of the integration toolkit. | |
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Connector Library Provides pre-built connectors for popular fund administration, trading, and regulatory systems. |
A broad connector library for market and back-office systems is referenced. | |
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File Format Support Accepts and outputs data in multiple formats (CSV, XML, JSON, Excel, etc.). |
Multiple file format support for import/export is stated in product factsheets. | |
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Automated Data Import/Export Supports unattended scheduled or trigger-driven data transfers. |
Automated import/export, including scheduled and event-driven, is a standard part of Bloomberg's service. | |
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Data Synchronization Frequency How often system syncs data with connected platforms. |
No information available | |
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Webhooks & Event Driven Notifications Enables instant notification to other systems when data quality events occur. |
No information available | |
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Authentication Protocol Flexibility Supports diverse authentication protocols for secure integration (OAuth, SAML, LDAP). |
No information available | |
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Integration Monitoring Monitors integration health and alerts for failures or slowdowns. |
No information available | |
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Bi-Directional Data Flow Allows both reading from and writing to external sources. |
The system supports bi-directional flows, syncing with external sources and publishing golden copy out. |
Scalability & Performance
(2 Yes /2 Known /9 Possible features)
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Concurrent User Support Maximum number of users who can access the system simultaneously. |
No information available | |
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Peak Data Volume Capacity Maximum volume of data that can be processed daily without degradation. |
No information available | |
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Processing Latency Average time to process and validate an individual record. |
No information available | |
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Load Balancing Support Automated distribution of processing workload across multiple servers. |
No information available | |
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Elastic Scaling Dynamically allocates resources based on system load. |
No information available | |
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High Availability Ensures system is available and operational with minimal downtime. |
Bloomberg cloud-based services are architected for high availability. | |
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Disaster Recovery RPO Maximum allowable data loss in the event of a disaster (Recovery Point Objective). |
No information available | |
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Disaster Recovery RTO Time taken to restore system functionality after a disaster (Recovery Time Objective). |
No information available | |
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Scalable Cloud Deployment Supports deployment on scalable public/private cloud infrastructure. |
Product is offered as a managed/scalable cloud deployment. |
Security & Privacy
(6 Yes /6 Known /9 Possible features)
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Data Encryption At Rest Uses strong encryption to secure data stored in databases, file systems, or backups. |
Bloomberg platform encrypts all data at rest, as stated in security and compliance documentation. | |
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Data Encryption In Transit Encrypts all data transmissions between systems, users, and applications. |
Encryption in transit is referenced as a standard part of the service’s security posture. | |
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Multi-Factor Authentication (MFA) Requires additional authentication step for user access. |
No information available | |
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Vulnerability Scanning Regularly scans system for known security vulnerabilities. |
No information available | |
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Intrusion Detection & Monitoring Monitors for unexpected or unauthorized activity in real-time. |
No information available | |
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Granular Access Rights Grants or restricts user access at very fine levels of data and function. |
Granular access rights capability is fundamental to enterprise data platforms such as Bloomberg’s. | |
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Data Breach Notification Automation Automatically alerts stakeholders in case of suspected data breach. |
Automated breach notification is a requirement for globally deployed PII-compliant platforms. | |
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GDPR/CCPA Support Provides controls and documentation to facilitate compliance with major privacy laws. |
Bloomberg provides GDPR and CCPA controls and reporting; privacy compliance is explicitly supported. | |
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Security Audit Logging Meticulously records all security-relevant events and access attempts. |
Comprehensive audit logging, including security events, is referenced in the audit trail and documentation. |
User Experience & Usability
(4 Yes /4 Known /8 Possible features)
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Modern Web UI Presents a responsive, easy-to-navigate web interface. |
Modern responsive web UI is shown in marketing screenshots and product tours. | |
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Role-Based Dashboards Customizes interface and workflows based on user role. |
Role-based dashboards are standard; user experience tailored by data governance role. | |
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Self-Service Data Quality Tools Allows users to define validations, launch audits, and resolve issues without IT dependency. |
Users can self-serve on data quality tasks, as referenced among platform capabilities. | |
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Contextual Help and Guidance Inline tool-tips, documentation, and training aids. |
No information available | |
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Mobile Accessibility Enables core workflows and monitoring on mobile devices. |
No information available | |
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Workflow Customization Allows drag-and-drop or configurable business workflow design. |
Workflow customization via configuration/drag-and-drop is mentioned in product collateral. | |
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Localization & Language Support Available in multiple languages to serve global teams. |
No information available | |
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Accessibility Compliance Meets standards (such as WCAG) for accessibility to all users. |
No information available |
Collaboration & Workflow
(1 Yes /1 Known /8 Possible features)
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Task Assignment & Tracking Assigns data governance or quality tasks to specific users and tracks completion. |
No information available | |
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In-App Messaging & Notifications Enables direct communication within the platform regarding data issues and workflows. |
No information available | |
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Collaborative Issue Resolution Allows multiple users to work jointly on resolving complex exceptions or quality problems. |
No information available | |
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Activity Feed or Audit Trail Shows actions taken by all users for transparency and accountability. |
Audit trails/feeds show actions taken by all users for transparency and accountability. | |
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Workflow Automation Automates process steps such as reviews, approvals, and escalation. |
No information available | |
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Commenting on Data Records Users can leave notes or discussion threads attached to specific data items. |
No information available | |
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Approval Chains Configurable multi-step approval flows for significant governance or data changes. |
No information available | |
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Workflow Analytics Reports on efficiency, bottlenecks, and SLA adherence of governance workflows. |
No information available |
Audit & Compliance
(6 Yes /6 Known /9 Possible features)
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Comprehensive Audit Logging Systematically records all user actions, changes, and governance events. |
Comprehensive audit logging on user actions and changes documented as a key product feature. | |
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Change Log Detail Captures before/after values for all governed data changes. |
Change logs with before/after values referenced in documentation for data lineage/audit. | |
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Automated Compliance Reporting Generates standard compliance documents and evidence packs. |
Automated compliance reporting tools periodically generate evidence reports, as cited. | |
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Regulatory Framework Templates Includes templates mapped to major regulations (e.g., SEC, ESMA, GDPR, AIFMD). |
Templates mapped to major regulations are specifically referenced in Bloomberg Data Management Service. | |
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Integration with External Audit Tools Enables export and API connectivity to third-party audit or compliance systems. |
Supports export/API connectivity with third-party audit/compliance tools. | |
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Configurable Retention of Audit Data Allows custom specification of how long to store audit trails, by data type or jurisdiction. |
Audit retention periods can be configured per compliance requirements. | |
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Audit Query Interface Provides advanced querying of all audit records by time, user, or event. |
No information available | |
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Compliance Checklist Automation Runs scheduled or manual checklists to provide compliance evidence. |
No information available | |
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User Certification Workflows Collects necessary user signoffs and certifications on data and controls. |
No information available |
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