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Conversational AI for credit financial statement extraction. Analyst uploads a PDF in Teams; a Copilot Studio agent orchestrates an Azure Functions pipeline (Content Understanding + Azure OpenAI GPT-4.1) to return an Excel workbook with Income Statement, Balance Sheet, Cash Flow, and Ratios. Demonstrates async polling pattern to handle the 30s custom-connector timeout for long-running extraction jobs, multi-language label reconciliation (EN/CN/JP/FR), Managed Identity end-to-end auth, and an optional Power Apps Code App for human-in-the-loop review backed by Dataverse.
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Summary
Adds
mcs-finance-statement-agent— a Microsoft Copilot Studio sample for credit financial statement extraction.An analyst uploads a PDF financial report in Microsoft Teams; a Copilot Studio agent orchestrates an Azure Functions pipeline that extracts the Income Statement, Balance Sheet, Cash Flow, and computed Ratios into a downloadable Excel workbook ready for credit spreading.
Highlights
jobId, polled every 30 s by aConditionGroup+GotoActionloop)Folder structure
Checklist
mcs-prefix per CONTRIBUTINGREADME.mdbased on_SAMPLE_templates/any-sampleassets/contains the screenshot referenced in README.gitignoreincludedsamples/mcs-finance-statement-agentTest plan