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Mossbrook Data Partners

Healthy£26kRenews 29 Aug 27

AI facts

As at Fri 9 Oct 2026

Mossbrook Data Partners holds a Starter subscription at £26k a year for 25 licensed users, under the renewal order form signed 14 Aug 2026 for 29 Aug 2026 to 28 Aug 2027. Active users rose from 19 in May 2026 to 24 in September 2026 (26%), with four connectors in use. The next renewal falls on 29 Aug 2027, 324 days away, at a renewal price of £22k against £26k today (-15.4%). No deal is open, and Ciaran Doherty is the only active admin.

Read from 26 calls · 57 email threads · 12 tickets · 3 deals · 14 people · 20 documents, newest 30 Sep 26

Profile

Updated 9 Oct 26
  • IndustryData consultancySource: CRM company record
  • Websitemossbrookdata.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityManchesterSource: CRM company record
  • Size65 employeesSource: CRM company record
  • CRM ownerSophie LingSource: CRM company record · Account Executive · CSM Marcus Bell
  • Customer since29 Aug 2025Source: first executed order form ctr_228_01, signed 15 Aug 2025 · Starter tier · In the CRM since 26 Jun 2025
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Healthy, because the renewal was executed at £26k, all four invoices were paid within terms and active users rose 26% from May. The watch point is value proof: Femi Adeyemi cannot yet measure the benefit, and Ciaran Doherty is the only admin. Referrals from Mossbrook are the opportunity.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

Key facts

Updated 9 Oct 26
  • Contracted ARR£26,000Source: executed order form ctr_228_03, 29 Aug 2026 to 28 Aug 2027 · CRM £26,000 · Invoiced run rate £26,000 · As of 9 Oct 2026
  • Next renewal29 Aug 2027Basis: order form ctr_228_03 ends 28 Aug 2027 · In 324 days · Renewal price £22,000 (-15.4%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term29 Aug 2026 to 28 Aug 2027Source: order form ctr_228_03 (renewal), signed 14 Aug 2026 · Billed annually · 25 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact5 Oct 2026Email: Follow-up from our check-in: usage, tickets and next steps · 4 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Aug 2025 · 4 connectors configured
  • Licensed seats2524 active users in Sep 2026 · Order form ctr_228_03: 25 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Marcus Bell sends Femi Adeyemi a written client-value measure for the Starter subscription, with the two recent tickets explained, ahead of the booked 27 Oct 2026 check-in. renewal
Who
Marcus Bell Marcus Bell
When
This week by 9 Oct 2026
Why
Marcus Bell should send Femi Adeyemi the simple client-value measure he owes, with the two tickets explained and the seat review, before the booked 27 Oct 2026 check-in. Femi says he cannot measure the benefit, and the renewal price question is open.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

The story

As at Fri 9 Oct 2026
Healthy

Healthy: the Starter renewal at £26k is executed and invoices are paid within terms, with active users up from 19 to 24 since May 2026. Femi Adeyemi cannot yet measure the benefit and Ciaran Doherty is the only admin, so a value measure is due before the 27 Oct 2026 check-in.

Healthy is the verdict for Mossbrook Data Partners, which holds a Starter subscription at £26k a year under the renewal order form signed 14 Aug 2026, running 29 Aug 2026 to 28 Aug 2027. The 29 Aug 2027 renewal is priced at £22k (-15.4%).

Active users rose from 19 in May 2026 to 24 in September 2026, and questions from 920 to 1150. Ciaran Doherty, the only admin, asked 36% of questions over 12 months and Owen Jarvis 21% over 90 days.

At the 29 Sep 2026 QBR, Femi Adeyemi said he cannot measure the benefit and asked if the renewal price will hold. Only about six of 25 seats are active, and he wants a seat review.

Marcus Bell sends Femi a client-value measure, with the two tickets explained, ahead of the booked 27 Oct 2026 check-in, due 9 Oct 2026.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£15k£30kSep 25Dec 25Mar 26Jun 26Sep 26newexpansionexpansion£26k£26kAug 25: Contracted ARR £19,500; Invoiced ARR £19,500Sep 25: Contracted ARR £19,500; Invoiced ARR £19,500Oct 25: Contracted ARR £19,500; Invoiced ARR £19,500Nov 25: Contracted ARR £19,500; Invoiced ARR £19,500Dec 25: Contracted ARR £19,500; Invoiced ARR £19,500Jan 26: Contracted ARR £19,500; Invoiced ARR £19,500Feb 26: Contracted ARR £19,500; Invoiced ARR £19,500Mar 26: Contracted ARR £19,500; Invoiced ARR £19,500Apr 26: Contracted ARR £19,500; Invoiced ARR £19,500May 26: Contracted ARR £23,500; Invoiced ARR £20,760Jun 26: Contracted ARR £23,500; Invoiced ARR £20,760Jul 26: Contracted ARR £23,500; Invoiced ARR £20,760Aug 26: Contracted ARR £26,000; Invoiced ARR £26,000Sep 26: Contracted ARR £26,000; Invoiced ARR £26,000

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £26k; Invoiced ARR £26k. Basis: accounting system, facts.arr_monthly:org_228.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Aug 25£19,500£19,500
Sep 25£19,500£19,500
Oct 25£19,500£19,500
Nov 25£19,500£19,500
Dec 25£19,500£19,500
Jan 26£19,500£19,500
Feb 26£19,500£19,500
Mar 26£19,500£19,500
Apr 26£19,500£19,500
May 26£23,500£20,760
Jun 26£23,500£20,760
Jul 26£23,500£20,760
Aug 26£26,000£26,000
Sep 26£26,000£26,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR up to £26k, all paid

Standing Paid upARR Rising

Contracted ARR is £26k on the executed Starter renewal order form, after expansions in May 2026 and Aug 2026. All four invoices were paid within terms. Renewal on 29 Aug 2027 is priced at £22k by the price-book rule.

  • ARR rose in May 2026 and Aug 2026, now £26k
  • Renewal on 29 Aug 2027 is priced at £22k by the price-book rule, against £26k today
  • All four invoices paid within terms
The analysis

Recurring revenue: ARR began at £20k in Aug 2025, rose by £4,000 in May 2026 and by £2,500 in Aug 2026 to £26k. The Starter renewal order form was signed on 14 Aug 2026 and is executed.

Next commitment: The renewal is on 29 Aug 2027. The price-book rule gives £22k against £26k today, a change of -£4,000 (-15.4%).

Billing: Four invoices, all paid within terms, nothing overdue or disputed. CRM ARR, the invoiced run rate and the order form all show £26k.

Deals: Three deals, a new deal, an expansion and a renewal, are all closed won; none is open. All are owned by Sophie Ling, who is active in HR.

Made from 3 deals · 2 fact tables · 4 invoices

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

History by quarter

As at Fri 9 Oct 2026

Each earlier quarter in one AI digest of its calls, email threads, tickets and news, newest first; from 1 Jul 2026 the assessment reads every one of them itself.

  1. Q2 2026

    Q2 2026: expansion won, renewal groundwork

    Mossbrook added a £1,260 Starter expansion, then moved into renewal talks. Femi Adeyemi wants proof of value and terms in writing. Support was mixed, with a failed nightly refresh in June. The renewal was unsigned at quarter end.

    The analysis

    Reviews: Marcus Bell asked for review slots on 1 Apr 2026. The 7 Apr 2026 QBR found usage and questions rising, with all four Starter connectors used up and a fifth wanted.

    Value test: on 8 Apr 2026 Femi asked what is in it for clients. He wants the renewal discussed once with Sophie Ling and any partner changes written into the agreement.

    Support: recent email went missing from answers on 14 Apr 2026 and duplicate client records appeared on 17 Apr 2026. Neither ticket shows a confirmed cause.

    Expansion: Sophie sent the £1,260 order form on 30 Apr 2026 and Femi wanted it to state it sits under the existing agreement. She marked it won on 5 May 2026, and invoice INV-228-0003 followed on 6 May 2026.

    Renewal: Sophie opened the renewal on 13 May 2026. On 29 May 2026 Marcus sent the formal notice at £26k, and Femi asked whether the ten extra users could be reviewed.

    Support again: a dashboard filter reset ticket opened on 29 May 2026 with no confirmed fix. The nightly refresh failed twice in the week of 9 Jun 2026, and a manual re-run completed on 15 Jun 2026.

    Open at the end: the 30 Jun 2026 QBR left the renewal unsigned. Femi wants to decide in July, and the referral wording and ownership of referred clients are unresolved.

    Made from 5 calls · 15 email threads · 4 tickets

    AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

  2. Q1 2026

    Q1 2026: low usage, then rising use

    Mossbrook's Starter usage was thin early in the quarter, with about two to three active users of fifteen. By March Joanna Platt reported rising use, all four connectors in use and a wish for early renewal talks.

    The analysis

    Usage and renewal: On the 2 Jan 2026 QBR, Femi Adeyemi questioned fifteen seats used by about two people and wanted the renewal price in writing. On 5 Jan 2026 Marcus Bell handed the renewal and price book change to Sophie Ling.

    Adoption: On 27 Jan 2026 Joanna said the team walkthrough went down well but made no big change. On the 2 Feb 2026 check-in about three of 15 users were active, and she wanted wider adoption.

    Partner work: On 23 Feb 2026 Joanna asked who owns what on the referred Astley Brook Growth implementation, and Sophie promised a written responsibilities note. On 26 Feb 2026 she asked for a reusable set-up template; the product team decides, with no date.

    Turn: On the 16 Mar 2026 check-in Joanna reported rising use, called it the clearest value yet, and said all four Starter connectors were in use. She wants the helpdesk added, and Marcus raised Growth.

    Support: Two tickets only. The second, from Ciaran Doherty on 27 Mar 2026, was a schema access how-to, closed on 14 Apr 2026.

    Open at the end: Renewal price still not quoted in the reads; the contract ends 28 Aug 2026. The responsibilities note, connector add-on note and partner playbook are not shown as delivered.

    Made from 3 calls · 7 email threads · 2 tickets

    AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

  3. Q4 2025

    Q4 2025: referral plan, narrow Starter use

    Mossbrook agreed partner terms and started referring clients, and sentiment stayed positive. Starter use stayed narrow, resting on a few people. Renewal pricing was raised on 1 Dec 2025 and left unanswered, and Starter limits came up on 16 Dec 2025.

    The analysis

    Partnership: On 2 Oct 2025 Femi Adeyemi agreed to act as executive sponsor, subject to specifics on value and success measures. The 7 Oct 2025 exec sponsor call agreed one BG-Demo contract per client and no referral fee in year one.

    Adoption: Training ran on 13 Oct 2025, with use still two people. On 27 Oct 2025 Joanna Platt admitted B-Viz had not reached the wider team, and by 3 Nov 2025 she was pleased, though one senior consultant asked most questions.

    Referral: On 18 Nov 2025 Joanna introduced Leanne Partington of Astley Brook Packaging to Sophie Ling. On 25 Nov 2025 she wanted seat usage by person before issuing more logins.

    Support: A ticket on duplicate client rows, opened 28 Nov 2025, closed on 16 Dec 2025 with the outcome not shown. A minor sign-in ticket was still open on 10 Dec 2025.

    Renewal: On 1 Dec 2025 Joanna asked when the contract renews and whether pricing will change. Marcus Bell gave 29 Aug 2026 as the renewal date and left pricing to Sophie.

    Capacity: On 16 Dec 2025 Hannah Lowe trained Lauren Bickerstaff and Ciaran Doherty. Lauren asked about Starter limits, and Hannah named fifteen users and four connectors.

    Open at the end: A review was booked for 23 Dec 2025 at 15:30, with no outcome shown. Renewal pricing, referral ownership, page sharing and table hiding on Starter were unresolved.

    Made from 5 calls · 7 email threads · 1 ticket

    AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

  4. Q3 2025

    Q3 2025: Starter onboarding, nothing loaded

    Mossbrook moved from discovery to a Starter deal for its own use. By 29 Sep 2025 the Snowflake set-up was sound but no data had loaded. A partner idea, a P1 response worry and a single admin were open at the end.

    The analysis

    Sales: Discovery on 10 Jul 2025, a demo on 18 Jul 2025 and a proposal walk-through on 30 Jul 2025 were all positive. Joanna Platt wants Starter for Mossbrook's own use first, with partner terms kept separate.

    Signing: The 7 Aug 2025 call aimed for signing on 15 Aug 2025. On 13 Aug 2025 Femi Adeyemi held back until BG-Demo confirmed in writing that Snowflake access is the client's decision; Sophie Ling confirmed on 20 Aug 2025 and the thread shows no reply.

    Money: The £26k was a deal total including implementation, not annual. INV-228-0001 (£7,200 gross) went out on 18 Aug 2025 and INV-228-0002 (£20k net) on 29 Aug 2025, both with PO questions unanswered.

    Kickoff: On 5 Sep 2025 Marcus Bell confirmed Starter at £20k, term to 28 Aug 2026. Ben Ratcliffe wants a written data-handling answer before client data is connected.

    Onboarding: On 15 Sep 2025 Joanna called four business hours for a P1 long if a client is waiting. On 22 Sep 2025 Ciaran Doherty found the set-up sound but nothing loaded, three weeks into a four-week implementation.

    Partner: On 19 Sep 2025 Joanna proposed referrals and consulting; Sophie left commercial terms open.

    Open at the end: Ciaran is the only admin with no named backup, the fourth connector is undecided, and the data-handling answer and grant confirmation are outstanding. The evidence does not show a signed order form or any payment.

    Made from 8 calls · 19 email threads · 2 tickets

    AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

  5. Q1 2025

    Q1 2025: one webinar invite, no reply

    One read in the quarter: a 15 Mar 2025 email from Sofia Marchetti inviting Lauren Bickerstaff to a webinar on 20 Mar 2025. Mossbrook uses Starter for its own client base. No customer response is shown.

    The analysis

    Scope: the quarter holds one read, an email thread dated 15 Mar 2025. No calls, tickets or news items fall in the period.

    Outreach: Sofia Marchetti invited Lauren Bickerstaff to the 20 Mar 2025 webinar. She framed it around hand-over and what a client can run alone, and asked whether other delivery colleagues should be invited.

    Account context: the read notes that Mossbrook uses Starter for its own client base. It records more delivery colleagues attending as a possible way to widen use.

    Open at the end: there is no customer response in the thread, so interest is not shown. Sofia promised joining details once Lauren replies, or the recording and a short walk-through if Thursday is difficult. The evidence does not show whether Lauren replied or attended.

    Made from 1 email thread

    AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Platform usage

Updated 9 Oct 26
Active users · Sep 26
24level vs 3 months earlierof 15 included on the tier
Questions asked · Sep 26
1,150down 50 vs 3 months earlier
Connectors configured · Sep 26
4level vs 3 months earlierof 4 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
1.1 GBup 0.1 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
0012600251,200Sep 25Nov 25Jan 26Mar 26May 26Jul 26Sep 26Included users (15)25241,150Aug 25: Active users 0; Licensed seats 15; Questions asked 0Sep 25: Active users 8; Licensed seats 15; Questions asked 181Oct 25: Active users 11; Licensed seats 15; Questions asked 470Nov 25: Active users 12; Licensed seats 15; Questions asked 498Dec 25: Active users 12; Licensed seats 15; Questions asked 527Jan 26: Active users 12; Licensed seats 15; Questions asked 555Feb 26: Active users 13; Licensed seats 15; Questions asked 583Mar 26: Active users 14; Licensed seats 15; Questions asked 612Apr 26: Active users 14; Licensed seats 15; Questions asked 640May 26: Active users 19; Licensed seats 25; Questions asked 920Jun 26: Active users 24; Licensed seats 25; Questions asked 1,200Jul 26: Active users 24; Licensed seats 25; Questions asked 1,175Aug 26: Active users 24; Licensed seats 25; Questions asked 1,150Sep 26: Active users 24; Licensed seats 25; Questions asked 1,150

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 24; Licensed seats 25; Questions asked 1,150. Basis: product usage, facts.usage_monthly:org_228, signals:org_228.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Aug 250150
Sep 25815181
Oct 251115470
Nov 251215498
Dec 251215527
Jan 261215555
Feb 261315583
Mar 261415612
Apr 261415640
May 261925920
Jun 2624251,200
Jul 2624251,175
Aug 2624251,150
Sep 2624251,150
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB20.6 GB41.2 GBSep 25Nov 25Jan 26Mar 26May 26Jul 26Sep 26Included connectors (4)41.1 GB1Aug 25: Connectors configured 0; Active admins 0; Data volume 0.00 GBSep 25: Connectors configured 2; Active admins 1; Data volume 0.29 GBOct 25: Connectors configured 3; Active admins 1; Data volume 0.48 GBNov 25: Connectors configured 3; Active admins 1; Data volume 0.53 GBDec 25: Connectors configured 3; Active admins 1; Data volume 0.59 GBJan 26: Connectors configured 4; Active admins 1; Data volume 0.86 GBFeb 26: Connectors configured 4; Active admins 1; Data volume 0.93 GBMar 26: Connectors configured 4; Active admins 1; Data volume 0.97 GBApr 26: Connectors configured 4; Active admins 1; Data volume 0.98 GBMay 26: Connectors configured 4; Active admins 1; Data volume 1.00 GBJun 26: Connectors configured 4; Active admins 1; Data volume 1.02 GBJul 26: Connectors configured 4; Active admins 1; Data volume 1.04 GBAug 26: Connectors configured 4; Active admins 1; Data volume 1.05 GBSep 26: Connectors configured 4; Active admins 1; Data volume 1.07 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 4; Active admins 1; Data volume 1.1 GB. Basis: product usage, facts.usage_monthly:org_228, signals:org_228.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Aug 25000.00 GB
Sep 25210.29 GB
Oct 25310.48 GB
Nov 25310.53 GB
Dec 25310.59 GB
Jan 26410.86 GB
Feb 26410.93 GB
Mar 26410.97 GB
Apr 26410.98 GB
May 26411.00 GB
Jun 26411.02 GB
Jul 26411.04 GB
Aug 26411.05 GB
Sep 26411.07 GB

Usage read

As at Fri 9 Oct 2026

Usage steady after growth to May 2026

Direction Steady

Usage is steady: questions in the last 4 weeks were 1,045 against 1,040 for the 4 before (0%). Ciaran Doherty, the only admin, and Owen Jarvis together ask 44% of questions over 90 days by the shares given.

  • Questions flat at 1,045 against 1,040 over the last 4 weeks
  • One active admin, Ciaran Doherty
  • Ciaran Doherty and Owen Jarvis ask 23% and 21% over 90 days
  • 24 of 25 seats and 4 of 4 connectors in use
The analysis

Recent weeks: Questions were 1,045 in the last 4 weeks against 1,040 for the 4 before (0%). Average daily active users rose from 4.6 to 6.0 (+30%) after a quieter August 2026.

Trend: Questions grew from 181 in September 2025 to 1,150 in September 2026 (+535%), mostly by June 2026 at the peak of 1,200. Active users rose from 19 in May 2026 to 24 in September 2026 (+26%).

Who uses it: Ciaran Doherty is the only active admin and asks 23% of questions over 90 days, down from 36% over 12 months. Owen Jarvis asks 21%, so use rests on two people.

Against the order form: 24 active users against 25 seats (96%), and 4 connectors configured against 4 contracted on the Starter order form.

Made from 2 fact tables

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Documents

Updated 9 Oct 26

20 documents in 6 folders; 4 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

No open deals.

Open tickets

No open tickets.

Helpdeskmade from

Activity

Contacts

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • AI record not written yet
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds
  • Columns, left to right: Source rows, Raw things, AI summaries, People, Organisation, Organisation AI, Narratives, Pages

Mossbrook Data Partners' pages are written from 3 organisation-level AI texts (assessment / next steps), 5 period digests and 1 narrative-level AI text, which in turn draw on 115 AI summaries of 122 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 14 people (14 with an AI write-up) and 7 staff (0 with an AI write-up), shown on 15 pages. 1 AI record in this trail is not written yet.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Usage

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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