Architecture Overview

AI-Assisted VSME Reporting via Microsoft 365 Copilot

KPMG Lighthouse | EU VSME Environmental Section | Human-in-the-Loop
Copilot-Centric Architecture
PoV
Jan 5, 2026
IT Assessment
Mid-Jan 2026
Expansion
Feb 2026
Layout
Mar 2026

User Interface Layer

Microsoft 365 Copilot

"KPMG Reporting Agent" - Conversational AI Assistant

Analysts interact via natural language queries in Teams/Copilot

"What's the status of the Environmental section?" "Are the required energy inputs complete?" "Draft the narrative for energy consumption" "Write the approved draft to Workiva"
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
Narrative generation & variance analysis

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
Narrative + Data cells

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 v2.0 | Danta Labs for KPMG Lighthouse

GDPR & EU AI Act Compliant