Executive Dashboard

At-a-glance overview of the Agentic AI adoption initiative.

Total Budget (CAD)

$1,500,000

Time Horizon

12 Months

Risk Appetite

Moderate

Data Residency

Canada-Only

Budget Allocation

Key Business Drivers

Reduce manual effort in KYC/AML and regulatory reporting
Lower fraud false positives while maintaining risk coverage
Boost contact center quality and AHT improvements
Accelerate product ops (lending/claims) with AI agents

Implementation Roadmap

A 12-month phased approach to build, pilot, and scale Agentic AI capabilities. Click on a phase to see its key deliverables.

Phase 1

Discover & Assess

Weeks 1-4

Phase 2

Architecture & Blueprint

Weeks 5-8

Phase 3

Pilot Build & Run

Weeks 9-16

Phase 4

Scale & Operationalize

Weeks 17-28

Select a phase to view deliverables

Deliverables will be shown here.

Pilot Programs

Targeted pilots to validate value, feasibility, and risk controls. Select a pilot to explore its details and success metrics.

Target Architecture

A secure, scalable, and compliant architecture on Microsoft Azure, designed for financial services.

Core Agent Flow

User

Agent UI / Web App

API Gateway / WAF

Agent Orchestrator

Human-in-the-Loop Portal

Policy-aware RAG

Secure Tool Calls

Telemetry / Prompt Logs

Azure AI Search

Purview-governed Data Lake

Sentinel (SIEM)

Security & Network View

Users

App (AKS/Functions)

Entra ID (RBAC/PIM)

Private Link

Azure OpenAI

Azure AI Search

Key Vault (Managed ID)

Purview Policies

ADLS Gen2

Governance & Risk Framework

Controls and processes to ensure responsible, compliant, and secure AI adoption.

Risk	Mitigation Strategy

Role	Team / Function
Responsible	AI Platform Team, Data Engineering, AML Ops
Accountable	Product Owner - Risk & Compliance
Consulted	CISO, Legal/Privacy Office, Internal Audit
Informed	Contact Center Leadership, Lines of Business

Regulation	Mapped Controls
OSFI B-13	Private Endpoints, VNet Injection, PIM for access, Defender for Cloud, Documented Model Cards, HITL for material decisions.
PIPEDA	Canada-only data residency, PII detection/redaction in context, Data Minimization, Purview DLP labels, Encrypted Data-at-Rest with CMK.
BCBS 239	Purview for data lineage, Bitemporal data design for auditability, Full prompt-to-output logging, Model Registry for versioning.

Budget & FinOps

An overview of the total cost of ownership (TCO) and financial operations strategy for the initiative.

Budget Allocation

Total Cost of Ownership (TCO) Outline

One-Time Costs

Blueprinting, Environment setup, Data labeling/golden sets

Run-Rate Costs

Model inference, Vector search, Storage, Logging/observability, Support

Savings & Offsets

FTE hour reduction, AHT reduction, Regulatory penalty avoidance

Cost SLO

$60,000 / month