FSI Agent Governance Framework Documentation

Version: 1.0 Beta (December 2025)

Welcome to the FSI Agent Governance Framework documentation. This framework provides comprehensive guidance for deploying, governing, and managing Microsoft 365 AI agents (Copilot Studio, Agent Builder) in regulated financial services environments.

Use Getting Started to familiarize yourself with the framework structure and governance zones, then refer to Controls by Pillar for detailed implementation guidance and Reference materials as needed.

Disclaimer: This framework is provided for informational purposes only and does not constitute legal, regulatory, or compliance advice. Organizations should consult with their legal counsel and compliance teams. See Disclaimer for full details.

To stay current: Star the repository, use Watch → Releases for low-noise updates, and share with your compliance team as part of your review.

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Getting Started

• Overview - Framework structure, pillars, and zones
• Quick Start - Get up and running in 30 minutes
• Zones Guide - Understand the three governance zones
• Lifecycle Governance - Agent lifecycle management
• Implementation Checklist - Step-by-step deployment guide

Reference

• Glossary
• RACI Matrix
• FAQ
• Regulatory Mappings
• Control Index

Controls by Pillar

• Pillar 1: Security - 19 controls for data protection
• Pillar 2: Management - 15 controls for lifecycle governance
• Pillar 3: Reporting - 9 controls for monitoring and analytics
• Pillar 4: SharePoint - 5 controls for SharePoint governance

Downloads

• Administrator Templates - Role-specific Excel checklists and dashboards

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FSI Agent Governance Framework v1.0 Beta - December 2025