Agent Intake¶
Version: v1.0.0-preview | Status: preview | Domain: Lifecycle & Operations | Tier: 1 | Zones: personal, team, enterprise | Data classification: confidential
Pre-build maker intake (Express + Standard + Full paths) with sponsor 1-click approval, parallel reviewer quorum, MRM handoff, and Entra Agent ID minting
Mapped Controls¶
Prerequisites¶
| Role | Requirement |
|---|---|
power-platform-admin |
Power Platform Admin to deploy Dataverse schema, configure the Power Pages portal, and provision the intake environment for Express, Standard, and Full routing. |
records-management-admin |
Microsoft 365 Records Management Admin to create the FSI-AgentIntake-7yr Purview retention label one-time at setup (supports SEC 17a-4, FINRA 4511, CFTC 1.31 retention expectations). |
security-admin |
Microsoft Entra Agent ID Administrator, Cloud Application Administrator, or Global Administrator to consent AgentIdentity.CreateAsManager or AgentIdentity.Create.All for the handoff script in tenants where Microsoft Entra Agent ID is available. |
m365-admin |
Microsoft 365 admin for Teams notifications (sponsor adaptive card delivery) and Graph /me/manager pre-fill. |
Verification¶
After deployment, run the full agent-intake lab rebuild: submit Express, Standard, and Full path test requests; confirm sponsor and parallel reviewer routing records are written; validate MRM handoff fallback behavior; and confirm handoff to agent-registry-automation creates the registry entry with the minted Microsoft Entra Agent ID service principal.
Documentation¶
View source on GitHub { .md-button }