⚡ Instant 🏢 Financial Services, Insurance & Legal Operations 👥 65 Legal & Compliance Counsel · 3,800+ Contracts/Yr ⏱️ 4 Weeks (Copilot Studio + Azure OpenAI + Zetaleap Edge)

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Enterprise Microsoft Copilot Studio agent that extracts incoming counterparty Word (.docx) markups, redacts personal data before LLM inference, chunks 80-page agreements by clause headings, deterministically repairs malformed LLM JSON outputs, and delivers inline <del>/<ins> redline comparisons in Teams.

0.00%
Parse JSON Crash Rate
-89%
First-Pass Review Time
100%
Pre-LLM PII Redaction
$0
Extra Retry Token Cost

⚠️ Legacy Challenge & Bottlenecks

InfoSec blocked raw customer contracts from being pasted into LLMs due to unmasked national IDs, IBANs, and signatory phone numbers. Furthermore, downstream Power Automate `Parse JSON` actions failed on ~14% of GPT/Copilot responses due to ```json markdown fences, trailing commas, or unescaped newlines.

  • ✕14.2% Cloud Flow crash rate on malformed LLM JSON (`Unexpected character `)` in Parse JSON)
  • ✕Compliance veto against sending unmasked TCKN / IBAN / PII into external AI prompts
  • ✕Naive character splitting cutting legal indemnity clauses in half during RAG indexing
  • ✕Raw AI Markdown (`**bold**`, `|tables|`) rendering unreadably in executive Outlook emails

✅ Power Platform + Zetaleap Solution

Integrated Zetaleap’s Swagger 2.0 connectors directly as Copilot Studio Tools. Incoming `.docx` drafts are extracted via `CF-3` (`/api/automation/docx-extract`), scrubbed of PII via `/api/pp/mask-pii`, and split along `#/##` clause boundaries via `E3` (`/api/hub/ai-chunker`). Clause diffs are rendered via `CF-7` (`/api/automation/text-redline`), LLM responses are guaranteed schema-valid via `/api/hub/ai-json-repair`, and summaries are formatted into clean inline-CSS Outlook HTML via `/api/tools/convert`.

  • ✓Reduced Parse JSON flow failures from 14.2% to 0.00% across 40,000+ monthly AI prompt runs
  • ✓Passed CISO & DPO security review with 100% pre-inference PII redaction on Zetaleap Cloud
  • ✓Cut first-pass vendor NDA & MSA legal review time from 2.5 hours down to 14 minutes
  • ✓Zero additional OpenAI retry tokens spent fixing syntax-broken JSON responses

⚡ 5-Stage End-to-End Execution Pipeline

01
Word .docx Clause & Table Extract POST /api/automation/docx-extract (CF-3)
Extracts paragraphs, numbered headings, commercial tables & author metadata from counterparty .docx.
02
PII Scrubbing & Smart RAG Chunking POST /api/pp/mask-pii + /api/hub/ai-chunker
Masks IBAN, TCKN, emails & phones, then splits long contracts cleanly at section headings with overlap.
03
Track-Changes HTML Redline Diff POST /api/automation/text-redline (CF-7)
Computes exact word-level LCS diff against standard playbook clauses with inline <del>/<ins> markup.
04
Copilot Inference & Deterministic JSON Repair Copilot Studio + POST /api/hub/ai-json-repair
Strips markdown fences, fixes unquoted keys/trailing commas, and guarantees required risk keys.
05
Executive HTML Brief & Counsel Sign-Off POST /api/tools/convert + Magic Link (/m/:token)
Sends formatted risk matrix + redline diff to General Counsel with one-click Approve/Escalate button.

🛡️ Enterprise Security, DLP & ALM Governance

  • ◆Zero-persistence stateless Zetaleap Cloud processing — contract text is never logged or persisted to disk
  • ◆Required-key schema assertion (`requiredKeys[]`) before routing AI decisions to Legal Counsel
  • ◆DOMPurify XSS sanitization on all Markdown-to-HTML legal executive summaries
  • ◆Full Dataverse JSON Audit Diff (`POST /api/edge/json-diff`) tracking risk-score overrides

🧩 Technology & Connector Stack

Engineered with governed Microsoft Cloud services and drop-in Zetaleap Swagger 2.0 Custom Connectors:

Microsoft Copilot StudioAzure OpenAI (GPT-4o)Zetaleap AI JSON Repair & Chunker (E3)Zetaleap PII RedactorZetaleap .docx Extractor (CF-3)Zetaleap Contract Redline (CF-7)Zetaleap AI Markdown->HTML
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