Reference Materials
Quick-reference documents, lookup tables, and curated resources for the FSI Copilot Governance Framework.
Disclaimer
This framework is provided for informational purposes only and does not constitute legal, regulatory, or compliance advice. See full disclaimer.
Reference Index
| Document | Description |
|---|---|
| Copilot Surfaces Matrix | Feature-by-control applicability matrix showing which governance controls apply to each M365 Copilot surface (Word, Teams, Microsoft 365 Copilot Chat, etc.) |
| Copilot Admin Toggles | Complete inventory of every admin toggle for M365 Copilot with portal paths, defaults, and FSI-recommended values |
| Regulatory Mappings | Regulation-to-control mapping table covering FINRA, SEC, SOX, GLBA, OCC, CFPB, FFIEC, and Interagency AI Guidance |
| NIST AI RMF Crosswalk | Crosswalk mapping framework controls to the NIST AI Risk Management Framework (Govern, Map, Measure, Manage) |
| License Requirements | License requirements for each governance capability — E3 vs. E5, Copilot, Purview add-ons, Defender, and Sentinel |
| Portal Paths Quick Reference | Admin portal navigation paths for M365 Admin Center, Purview, Entra, Defender, Teams Admin, and SharePoint Admin |
| Microsoft Learn URLs | Curated list of Microsoft Learn documentation URLs organized by governance topic |
| Glossary | Definitions of key terms used throughout the framework — products, regulations, concepts, and acronyms |
| FAQ | Frequently asked questions about Copilot governance, data handling, permissions, auditing, and the relationship to FSI-AgentGov |
| FSI Configuration Examples | Four FSI-specific deployment scenarios — broker-dealer, regional bank, investment adviser, and insurance company — with regulatory profiles and priority configurations |
How to Use These References
- Starting a new deployment? Begin with the Copilot Admin Toggles and License Requirements to understand what you need.
- Preparing for an examination? Use the Regulatory Mappings and NIST AI RMF Crosswalk to demonstrate coverage.
- Configuring a specific portal? Use the Portal Paths Quick Reference to navigate directly to the right settings.
- Looking up a term? Check the Glossary for definitions of products, regulations, and concepts.
- Planning an FSI-specific deployment? Review the FSI Configuration Examples for scenarios matching your institution type.
FSI Copilot Governance Framework v1.2.1 - March 2026