Architecture Overview

EU VSME Automation for Workiva via Microsoft 365 Copilot

KPMG Lighthouse | Environmental Section (Initial Scope) | Human-in-the-Loop
MCP-Style Tool Integration
PoV
Now - Jan 5, 2026
IT Assessment
~20 Days
Expansion
3-4 Weeks
Layout
2-3 Weeks
User Interface Layer

Microsoft 365 Copilot

Chat-style interface embedded in Microsoft 365

Analysts interact conversationally via Copilot or Teams to analyze, draft, and write reports

"What's the status of the Environmental section?" "Are the required energy inputs complete?" "Draft the narrative for energy consumption" "Update the report based on this new document"
↓
Tool Invocation via MCP-Style API
MCP-Style Tool Server (Azure Functions)

Internal Tool Endpoints

analyze_document

Extract KVPs from uploaded Excel/PDF files

check_completion

Validate VSME section requirements

draft_narrative

Generate compliant narrative text

write_workiva

Write approved content to Workiva

👤 Human-in-the-Loop: Analyst approval required before write_workiva
↓ ↑
Bidirectional Reasoning Flow
Intelligence Layer
Primary
PoV
🤖

Azure AI Foundry

Latest Azure-hosted reasoning model
Inference only - not trained on client data

Phase 3
🔎

Azure AI Search

Vector Database (RAG)
Historical reports & style guides

Storage & Security
🗃

Azure Blob Storage

Uploaded documents
Draft cache

Secure
🔐

Azure Key Vault

Workiva OAuth credentials
API keys & secrets

📊

Log Analytics

Full audit trail
All tool invocations logged

↓
Controlled Write-back (Analyst Approved)
External Target
Target
📄

Workiva Platform

VSME Environmental Section
Plain text (PoV) | Rich layout (Phase 4)

Design Principles

👤
Human-in-the-Loop
All writes require analyst approval
🔒
Full Auditability
Separation of AI reasoning & actions
🌐
Zero Data Egress
All processing within M365/Azure
🤖
Inference Only
Models not trained on client data
Interface (Copilot)
Tool Server
Intelligence
Storage
Security
External

Project Northern Lights Architecture | Danta Labs for KPMG Lighthouse

PoV: Now - Jan 5, 2026 | GDPR & EU AI Act Compliant