
GITNUXSOFTWARE ADVICE
Education LearningTop 10 Best Higher Ed Retention Software of 2026
Ranked roundup of top 10 higher ed retention software for colleges, covering features and tradeoffs with examples like Aviso Retention.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
Aviso Retention is the strongest pick when your retention team needs automated, governed intervention planning tightly linked to your SIS and CRM, whereas Ellucian Retention Management fits best if you want SIS-linked risk scoring with clear care-team accountability.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Aviso Retention
Case-stage workflow engine that records outreach, tasks, and decisions under one intervention record for reporting and accountability.
Built for fits when retention teams need automated, governed intervention workflows with tight SIS and CRM integration discipline..
Ellucian Retention Management
Editor pickStudent case management links intervention steps and action history to each student’s record through Ellucian data integration.
Built for fits when student success teams need SIS-linked intervention management with care team accountability..
Full Measure Education
Editor pickStudent case management ties intervention planning, outreach tasks, and follow-up history to retention execution.
Built for fits when retention teams need case-managed interventions with consistent outreach and follow-up across units..
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Comparison Table
Aviso Retention
vertical specialistAI-assisted retention software that surfaces student risk and supports intervention planning.
Case-stage workflow engine that records outreach, tasks, and decisions under one intervention record for reporting and accountability.
Aviso Retention centers on intervention management with structured case records that store history of alerts, contacts, tasks, and decisions. Automation is driven by configurable rules that move cases between stages based on status signals and action completion. Admin controls include role-based access and audit visibility for changes to case processes and outreach templates. This setup fits institutions that already run organized advising and success-coaching teams and need consistent workflow execution.
A practical tradeoff is that effective use depends on maintaining clean student identity matching across SIS, CRM, and LMS-linked data feeds. The tool fits best when case management needs disciplined stage definitions for persistence work, such as early alert triage and re-enrollment follow-up. Teams that only need lightweight reporting without intervention workflows may find the configuration effort higher than the expected benefit.
- +Stage-based case management ties outreach actions to measurable outcomes
- +Automation rules move cases based on task completion and status signals
- +Integration options support programmatic data flow for student status updates
- +Role-based access and audit visibility support care-team governance
- –Strong identity matching is required across SIS, CRM, and LMS feeds
- –Workflow configuration takes time when stage definitions are unclear
- –Deep automation requires careful change control for active cases
- –Reporting outside case workflows can feel secondary
Retention operations teams
Run early alert triage workflows
Faster outreach coverage
Academic advising leads
Manage advising case histories
Higher consistency across staff
Show 2 more scenarios
Student success care teams
Coordinate stop-out prevention follow-ups
Improved re-enrollment follow-through
Use role-based tasks and status-driven automation to manage outreach until outcomes are logged.
Data and systems teams
Connect SIS and CRM status signals
Reduced manual data refresh
Use integration and API surfaces to synchronize student risk status and case stage triggers.
Best for: Fits when retention teams need automated, governed intervention workflows with tight SIS and CRM integration discipline.
More related reading
Ellucian Retention Management
enterpriseRetention management software for identifying at-risk students and coordinating interventions.
Student case management links intervention steps and action history to each student’s record through Ellucian data integration.
Ellucian Retention Management supports end-to-end intervention management, from defining criteria for dropout risk to routing cases to advising, coaching, and outreach roles. It emphasizes case management records that keep actions, owners, and outcomes connected to each student. Integration depth is a major differentiator because it is built for environments where Ellucian systems already carry the source of truth for enrollment, academic history, and student identity.
A tradeoff is that workflow depth depends on tight configuration of criteria and action steps to match institutional processes. It fits best when retention operations need consistent care team handoffs and documented intervention history for compliance-minded reporting.
- +Case management keeps owners, actions, and outcomes tied to each student record
- +Workflow configuration supports structured intervention paths across student success roles
- +Integration with Ellucian data flows reduces reconciliation work for advisors
- +Role-based access supports coordinated care team operations
- –Deep configuration is required to align risk logic and outreach steps to policy
- –Native orchestration is strongest in Ellucian-centered environments
- –Custom reporting depends on how interventions and outcomes are modeled
Student success operations
Run daily care team triage
More consistent follow-through
Academic advising leaders
Coordinate stop-out prevention outreach
Higher re-enrollment momentum
Show 1 more scenario
Retention data analysts
Measure intervention outcomes by cohort
Clearer continuation rate tracking
Analyze intervention status and documented outcomes aligned to defined cohorts and program requirements.
Best for: Fits when student success teams need SIS-linked intervention management with care team accountability.
Full Measure Education
vertical specialistStudent engagement software for proactive outreach, support coordination, and persistence.
Student case management ties intervention planning, outreach tasks, and follow-up history to retention execution.
Full Measure Education is designed around retention-focused case management, where student records connect to tasks, outreach steps, and intervention follow-through. Institutions can organize coaching and support activities into managed workflows that care teams execute consistently. The tool supports program-level reporting that helps teams evaluate persistence impact by cohort and intervention stream.
A key tradeoff is that meaningful results depend on consistent case assignment and task completion across the participating units. It fits well when a campus already runs structured success coaching or advising interventions and wants fewer manual handoffs into systems of record.
For teams that need highly custom data integrations beyond the supported student identity flow, project overhead can rise due to governance of fields and intervention definitions.
- +Case management workflow keeps intervention steps tied to each student
- +Consistent follow-up tracking reduces missed outreach across teams
- +Cohort and intervention reporting supports persistence-focused performance reviews
- +Configurable engagement processes help standardize how cases are handled
- –Results depend on discipline in case assignment and task completion
- –Deeper customization may require governance of intervention definitions
- –Admin workload increases when multiple units share the same workflows
Success coaching teams
Manage at-risk student case tasks
Higher follow-through on interventions
Academic advising offices
Coordinate interventions across departments
Fewer handoff failures
Show 2 more scenarios
Student success program leads
Measure intervention effectiveness by cohort
Clearer attribution of persistence lift
Program staff review persistence outcomes linked to intervention streams and timing.
Retention operations administrators
Govern intervention processes at scale
More uniform case execution
Admins configure repeatable care-team procedures to keep campus interventions consistent.
Best for: Fits when retention teams need case-managed interventions with consistent outreach and follow-up across units.
Civitas Learning
enterpriseStudent success analytics that identify retention risks and guide institution-wide interventions.
Cohort-based intervention workflows that route care-team tasks from predictive risk into auditable outreach steps.
Civitas Learning focuses on higher-education retention with an early alert and intervention management workflow tied to student risk signals. Its core capability centers on predictive analytics for persistence and structured case management for care-team outreach, rather than reporting-only dashboards.
Integration depth is a major part of the design, with connections to SIS data and other campus systems that feed student context into automated risk and outreach cycles. The admin layer is built for governance of interventions, task assignment, and role-based access so institutions can control who can act on student risk information.
- +Intervention management ties risk scoring to trackable outreach and case steps
- +SIS-fed signals support persistence-focused analytics for dropout and stop-out risk
- +Governance controls limit who can view risk and who can manage interventions
- +Automation reduces manual triage when new risk cohorts emerge
- –Requires data readiness across student identity, enrollment, and program fields
- –Complex multi-system setups can slow configuration for first production use
- –Outcomes tracking depends on consistent definitions of intervention completion
- –Customization of intervention logic may require internal change management
Best for: Fits when retention teams need case-managed interventions driven by SIS-linked risk scoring.
Anthology Student Success
enterpriseStudent success software for alerts, engagement tracking, advising, and retention support.
Case management ties each outreach and intervention step to a closure status for care-team accountability.
Anthology Student Success operationalizes student retention through integrated early alert, risk scoring, and intervention workflows. It supports case management for care team coordination, with structured outreach tasks that track follow-up through resolution.
It also integrates with common campus systems such as LMS and SIS to reduce manual rework when risk signals or enrollment changes occur. Admin controls for user access, configuration, and monitoring are built around governance needs for handling student-sensitive workflows.
- +Intervention workflows connect alerts to trackable case actions
- +Care team case management supports multi-stakeholder follow-up
- +Integration with LMS and SIS reduces manual risk signal re-entry
- +Governance controls support role-based access to student workflows
- –Workflow design requires careful configuration to avoid noisy outreach
- –Advanced automation depends on integration completeness across systems
- –Report granularity can require extra setup for consistent KPIs
- –Change management is needed when campus roles shift in the care team
Best for: Fits when retention teams need care-team case management tied to risk alerts across LMS and SIS.
Othot
vertical specialistPredictive analytics software for enrollment, student success, and retention planning.
Workflow-driven case queues that track intervention tasks from assignment through completion in one place.
Othot targets higher ed retention teams that need operational case management around student risk, not just reporting.
It supports risk-oriented outreach workflows that turn signals into managed interventions for persistence and re-enrollment efforts.
The system’s automation focuses on routing students into the right staff queues and tracking follow-through across touchpoints.
Admin controls center on governance of workflows, ownership, and visibility into intervention progress.
- +Case management workflows tie outreach tasks to intervention status
- +Automation routes students into staff queues with defined ownership
- +Operational tracking supports intervention follow-through across cohorts
- +Governance tools help limit access to student cases by role
- –Integration depth with SIS and CRM varies by setup and available connectors
- –Risk scoring and analytics require careful tuning to avoid misrouting
- –Complex multi-team processes need disciplined workflow design
- –Reporting breadth can lag behind specialized retention analytics systems
Best for: Fits when retention teams run staff-led case management and need managed outreach workflows with governance.
EAB Navigate
enterpriseStudent success software that coordinates advising, alerts, case management, and persistence workflows.
Navigate’s care team case model ties student outreach tasks to documented intervention plans and tracked outcomes in one record.
EAB Navigate links institutional data to retention workflows built around student engagement and staff collaboration. The system provides early-alert style intake, assignment to care teams, and guided intervention planning that tracks follow-ups through case records.
Integration depth is strongest where SIS, CRM, and learning data feed risk views into outreach and advising processes. Governance features center on role-based access, auditability of actions, and configuration of work queues for retention and success teams.
- +Care team case workflows connect alerts to intervention follow-through
- +Queue and ownership controls support coordinated outreach across roles
- +Integration with SIS and CRM data supports consistent student context
- +Action histories help track staff touches and documentation
- –Workflow tuning takes governance discipline and cross-team agreement
- –Some advanced automation requires deeper configuration than basic alerts
- –Surfacing complex risk logic across multiple programs can be work-heavy
- –Reporting depends on how activities map into case fields and statuses
Best for: Fits when retention teams need shared case management tied to outreach and advising workflows.
Mainstay
vertical specialistConversational student engagement software for outreach, nudges, and persistence support.
Case-level intervention workflow state machine that ties outreach tasks to a single student case timeline.
Mainstay targets higher ed retention work with intervention workflows tied to student profiles and campus case records.
It focuses on coordinating outreach, tasks, and monitoring so care team members can run consistent intervention cycles.
The system supports integrations that move signals from SIS and CRM-style systems into retention actions.
Automation is centered on rule-driven assignment and status tracking across a defined care workflow.
- +Intervention workflow tracking connects outreach steps to student case status
- +Rule-driven task assignment reduces manual routing across care team members
- +Integration pathways pull student context into retention actions
- +Configurable outreach cycles support consistent follow-up timing
- –Care workflow configuration can require governance discipline across departments
- –Limited evidence of deep predictive risk pipelines compared with analytics-first vendors
- –Reporting depth for cross-cohort comparisons is not as prominent as workflow tracking
- –Automation hinges on clean source-data signals from upstream systems
Best for: Fits when retention teams need structured care workflows with task assignment and outreach monitoring.
Watermark Student Success & Engagement
enterpriseStudent success software for engagement monitoring, advising, alerts, and coordinated support.
Workflow-driven intervention case management that turns early alerts into trackable care team actions.
Watermark Student Success & Engagement delivers student success and retention workflows that connect early alert handling to guided intervention case management. It supports engagement measurement through in-app and campus activity signals and uses those inputs to track student progress across advising and success coaching steps.
Admin teams can configure intervention pathways, assign care team roles, and standardize outreach tasks around specific risk cohorts. The system focuses on operational execution for persistence outcomes, not only reporting dashboards.
- +Actionable intervention case management tied to student success workflows
- +Cohort-based outreach planning that keeps interventions consistent
- +Engagement signals are usable inside operational task queues
- +Care team role assignment supports distributed student follow-up
- –Outcome tracking depends on disciplined workflow configuration and data hygiene
- –Integration coverage varies across SIS and LMS setups
- –Advanced reporting needs additional configuration to match institutional definitions
- –Complex pathways can increase administrative overhead for governance
Best for: Fits when retention teams need repeatable intervention workflows with role-based care team execution.
ConexED
SMBStudent success platform for appointments, advising, case management, and engagement tracking.
Appointment Center unifies self-booking, staff scheduling, intake forms, video appointments, automated reminders, and kiosk check-in.
ConexED combines appointment scheduling, virtual meetings, front-desk check-in, and student communications in one higher education workspace. Its Appointment Center supports intake forms, automated reminders, staff availability rules, and kiosk workflows.
Case management tools add notes, referrals, tasks, and interaction histories for coordinated follow-up. ConexED suits campus teams focused on service access and advising operations, but it offers less depth for predictive risk scoring and institution-wide analytics.
- +Appointment Center combines booking, intake forms, reminders, video meetings, and kiosk check-in.
- +Configurable availability rules support staff, location, service, and appointment-type scheduling.
- +Interaction histories attach notes, referrals, and follow-up tasks to student records.
- +Campaign tools support targeted messages and appointment invitations.
- –Predictive risk scoring is not a core capability.
- –Administrative reporting may require exports for cross-department performance analysis.
- –Integration depth is narrower than suites built around institution-wide data orchestration.
- –The strongest workflows center on appointments rather than broad retention analytics.
Best for: Fits when campus teams need appointment operations, virtual meetings, and coordinated student follow-up in one workspace.
Conclusion
After evaluating 10 education learning, Aviso Retention stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right higher ed retention software
Retention teams using higher ed retention software usually need two things working together: student risk inputs and governed intervention execution tied back to student records. This guide covers Aviso Retention, Ellucian Retention Management, and eight other tools used for retention workflows, case management, and care team coordination.
The review set includes intervention records that track outreach through closure, queue-based staffing workflows, and cohort routing from SIS-linked signals. The comparison focus stays on integration depth, configuration governance for intervention paths, and the automation surface that moves students through managed steps.
Higher ed retention software for governed risk-to-intervention execution
Higher ed retention software operationalizes retention workflows by connecting student risk signals to intervention management and care team actions tied to each student record. Tools such as Aviso Retention and Ellucian Retention Management emphasize case-stage workflows where outreach actions and decisions remain recorded for accountability.
These platforms support retention execution through structured intervention steps, assignment and status controls, and reporting that reflects what happened and when. Several tools in this category also route care team tasks based on SIS and CRM inputs, so identity matching and workflow governance directly affect whether outreach reaches the right student at the right point in the retention process.
Risk-to-intervention integration and governed workflow execution
Higher ed retention software earns value when student risk inputs map directly into intervention execution steps tied to a student record. Aviso Retention and Ellucian Retention Management both center case-stage workflows that keep outreach actions and decisions anchored to identity-linked student records for accountability.
Category tools also differ in how they route care-team tasks from risk signals into assignment, closure, and reporting. Civitas Learning and Anthology Student Success connect SIS-fed signals to auditable outreach steps, while ConexED focuses on appointment operations that support retention follow-up without building predictive risk scoring as a native core capability.
Case-stage intervention workflow with recorded decisions
Aviso Retention keeps outreach, tasks, and decisions in one intervention record so reporting reflects who did what and when. Ellucian Retention Management ties case management actions to each student record through Ellucian data integration so owners and outcomes remain attached to the same student identity.
Care-team queue routing with status-driven task ownership
Othot uses workflow-driven case queues that move students from assignment through completion with defined ownership. EAB Navigate uses care team case workflows that connect alerts to intervention follow-through with queue and ownership controls across roles.
Cohort-based intervention planning driven by SIS-linked signals
Civitas Learning builds cohort-based intervention workflows that route predictive risk into auditable outreach steps. Watermark Student Success & Engagement turns early alerts into trackable care team actions with cohort-based outreach planning that keeps interventions consistent.
Integration discipline across SIS, CRM, and LMS for accurate identity matching
Aviso Retention requires strong identity matching across SIS, CRM, and LMS feeds because workflow execution depends on consistent student identity across systems. Anthology Student Success depends on integration completeness across systems because advanced automation depends on whether risk alerts and context arrive fully.
Closure states that support accountable intervention outcomes
Anthology Student Success ties each outreach and intervention step to a closure status for care-team accountability. Full Measure Education maintains case-managed intervention planning, outreach tasks, and follow-up history under the same student case to reduce missed outreach across units.
Non-predictive intervention operations for scheduled follow-up
ConexED centralizes appointment operations with self-booking, staff scheduling, intake forms, video appointments, automated reminders, and kiosk check-in. This approach supports coordinated student follow-up while predictive risk scoring is not a core capability.
Choose the retention workflow shape that matches governance and system fit
The deciding factor is whether the institution wants intervention logic to behave like a governed workflow engine tied to identity-linked student records. Tools such as Aviso Retention and Ellucian Retention Management prioritize structured intervention paths where configuration defines how cases move through stages.
A second decision fork is whether the retention team wants cohort and analytics-driven routing or a task-queue model focused on staff execution. Civitas Learning and Watermark Student Success & Engagement emphasize SIS-fed signals and cohort planning, while Othot and EAB Navigate emphasize case queues and shared care team ownership controls that guide day-to-day outreach.
Map the intervention workflow to case stages or queued task states
If intervention execution must track outreach actions and decisions under one intervention record for reporting, Aviso Retention and Full Measure Education align with stage-tied case management. If intervention execution needs staff queues with ownership controls from assignment through completion, Othot and EAB Navigate fit queue-based staffing workflows more directly.
Validate identity matching across SIS, CRM, and LMS inputs before defining automation rules
Aviso Retention execution depends on identity matching across SIS, CRM, and LMS feeds, which means automation rules will misroute if identity resolution is weak. Anthology Student Success also ties advanced automation to integration completeness, so workflow design must reflect the actual arrival quality of alerts and student context.
Pick the configuration depth that the institution can govern across teams
Ellucian Retention Management requires deep configuration to align risk logic and outreach steps to policy, so rollout needs cross-team agreement on intervention definitions. Mainstay builds a case-level intervention workflow state machine, so departments must sustain governance discipline across departments when configuring care workflow states.
Decide between SIS-fed cohort routing and alert-driven care execution planning
If the program model requires cohort-based workflows that route predictive risk into auditable outreach steps, Civitas Learning fits because SIS-linked signals feed cohort routing. If the execution model centers on repeatable alert-to-action workflows and cohort-based outreach planning, Watermark Student Success & Engagement supports that approach with role-based care team execution.
Separate retention risk scoring requirements from intervention operations requirements
If predictive risk scoring must be a native core capability feeding interventions, prioritize tools that tie risk scoring to intervention management such as Civitas Learning. If the institution mainly needs appointment operations and scheduled follow-up, ConexED focuses on appointment center workflows with booking, reminders, intake forms, video meetings, and kiosk check-in while predictive risk scoring is not a core capability.
Test automation routing logic against task completion and status signals
Aviso Retention uses automation rules that move cases based on task completion and status signals, so pilot testing should validate each trigger against real task workflows. Othot automation routes students into staff queues with defined ownership, so testing should confirm queue assignment aligns with the expected status lifecycle.
Who should buy higher ed retention software in this category
Retention programs that run structured interventions with clear ownership need case management that records outreach steps and closure status for accountability. Aviso Retention, Ellucian Retention Management, and Anthology Student Success all center case workflows that keep owners, actions, and outcomes tied to the student record.
Teams also differ in whether they rely on SIS-fed risk signals for cohort routing or staff queue execution for intervention management. Civitas Learning and Watermark Student Success & Engagement support SIS-linked signals and cohort planning, while Othot and EAB Navigate emphasize queue routing and coordinated outreach across roles.
Retention offices with stage-based intervention governance
Aviso Retention fits teams that need a case-stage workflow engine where outreach, tasks, and decisions are recorded under one intervention record for reporting and accountability.
SIS-centered institutions that require Ellucian data integration discipline
Ellucian Retention Management fits environments where student success workflows need SIS-linked intervention management with care team accountability through Ellucian data integration.
Programs that route from predictive risk into cohort outreach plans
Civitas Learning fits retention teams that use SIS-linked risk scoring and require cohort-based intervention workflows with auditable outreach steps.
Care teams that coordinate shared outreach via queues and ownership controls
Othot fits when case queues and managed outreach workflows drive staff execution with governance, while EAB Navigate fits shared care team workflows tied to documented intervention plans.
Campuses focused on scheduled follow-up operations rather than predictive scoring
ConexED fits campus teams that need appointment operations with self-booking, staff scheduling, intake forms, video appointments, automated reminders, and kiosk check-in, even when predictive risk scoring is not a core requirement.
Common implementation pitfalls in higher ed retention software
Many retention rollouts fail because workflow automation depends on correct identity matching and consistent intervention definitions across systems. Aviso Retention and Anthology Student Success both tie automation quality to integration completeness, so weak SIS, CRM, or LMS alignment turns risk routing into missed or duplicated outreach.
Other pitfalls come from treating workflow configuration like a one-time setup instead of a governance process across care roles. Ellucian Retention Management and Mainstay both require deep configuration alignment, while Civitas Learning and Watermark Student Success & Engagement depend on data readiness across student identity, enrollment, and program fields to keep cohort-based execution accurate.
Defining automation rules before validating identity matching across SIS, CRM, and LMS inputs
Aviso Retention requires strong identity matching across SIS, CRM, and LMS feeds, so pilot testing should confirm that the same student identity resolves consistently before turning on status-driven case movement.
Using workflow configuration without cross-team governance on intervention steps and policy alignment
Ellucian Retention Management needs deep configuration to align risk logic and outreach steps to policy, so care leadership must approve the intervention definitions before scaling beyond a pilot cohort.
Relying on case assignment and task completion discipline without role-level accountability
Full Measure Education results depend on discipline in case assignment and task completion, so assignment rules and ownership reminders must be treated as operational controls, not preferences.
Assuming cohort routing works without data readiness for identity, enrollment, and program fields
Civitas Learning requires data readiness across student identity, enrollment, and program fields, so the rollout should include a data readiness checklist tied to the specific fields used for cohort routing.
Overbuilding outreach automation when integration coverage is incomplete across systems
Anthology Student Success advanced automation depends on integration completeness across systems, so the initial configuration should focus on workflow actions that can be supported by the actual alert payloads.
How We Selected and Ranked These Tools
We evaluated Aviso Retention, Ellucian Retention Management, and the other listed tools using feature depth for retention execution, including case-stage workflow engines, queue-based ownership routing, and intervention step closure tracking. We weighted features at 40% because stage-based intervention management and care team execution depend on how much of the workflow lives inside the product.
We weighted ease and value at 30% each because workflow configuration time and operational payoff depend on integration completeness and identity matching across SIS and connected systems. Aviso Retention ranked highest because its case-stage workflow engine records outreach, tasks, and decisions under one intervention record for reporting and accountability, and its automation rules move cases based on task completion and status signals.
Frequently Asked Questions About higher ed retention software
How do these retention platforms connect to SIS and CRM data for near-real-time risk updates?
What integration depth supports LMS signals in day-to-day early alert triage?
How is SSO and security handled for care-team access to sensitive student records?
What data migration work is required to move existing risk lists and case notes into the retention system?
Which tools provide stronger admin controls to prevent accidental changes to active interventions?
How do these systems implement case management from risk intake to closure tracking?
When should a campus choose a predictive risk workflow versus a more operational queue-driven approach?
What breaks if the care team needs custom intervention logic beyond the platform’s configuration model?
Where does each tool fall short when the institution’s primary need is service access rather than retention scoring?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
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