Prerequisites¶
Licensing¶
| Requirement | Purpose |
|---|---|
| Power Platform Premium | Power Automate flows for feedback collection |
| Dataverse capacity | Feedback storage (fsi_hallucinationreports table) |
| Power BI Pro | Dashboard visualization |
Microsoft Entra ID App Registration¶
The pattern analysis script authenticates via a Microsoft Entra ID app registration with client credentials.
Required Environment Variables¶
| Variable | Description |
|---|---|
AZURE_TENANT_ID |
Microsoft Entra ID tenant ID |
AZURE_CLIENT_ID |
App registration client ID |
AZURE_CLIENT_SECRET |
App registration client secret |
App Registration Permissions¶
The app registration requires an environment-level application user in the target Dataverse environment, which is the supported approach for the client credentials flow used by this script.
Permissions¶
| Role | Required For |
|---|---|
| Basic User (or custom read-only role) | Dataverse table read access (the analysis script performs read-only queries) |
| Power BI Creator | Dashboard development |
| Environment Maker | Solution import |
Dependencies¶
| Solution | Version | Purpose |
|---|---|---|
| FINRA Supervision Workflow | v1.0.0+ | Supervisor feedback source |
Python Dependencies¶
Install with:
Required packages: msal, requests.