diff --git a/Client/CSRD Disclosure Details.xlsx b/Client/CSRD Disclosure Details.xlsx deleted file mode 100644 index c9c826d..0000000 Binary files a/Client/CSRD Disclosure Details.xlsx and /dev/null differ diff --git a/Client/CompAnalysisFabricsolution.zip b/Client/CompAnalysisFabricsolution.zip new file mode 100644 index 0000000..a0b7f22 Binary files /dev/null and b/Client/CompAnalysisFabricsolution.zip differ diff --git a/Client/Disclosure Details.xlsx b/Client/Disclosure Details.xlsx new file mode 100644 index 0000000..493ba78 Binary files /dev/null and b/Client/Disclosure Details.xlsx differ diff --git a/Client/PowerPlatformClient.zip b/Client/PowerPlatformClient.zip index 3f56049..6c56389 100644 Binary files a/Client/PowerPlatformClient.zip and b/Client/PowerPlatformClient.zip differ diff --git a/Client/README.md b/Client/README.md index af3be34..e9217b2 100644 --- a/Client/README.md +++ b/Client/README.md @@ -20,7 +20,7 @@ 5. **Select the parameters for the report** - Select which CSRD indicator to use from the drop down menu. Note: At this time, only one CSRD assessment can be used per report. + Select which GRI or CSRD indicator to use from the drop down menu. Note: At this time, only one assessment can be used per report. 6. **Select the documents to use for analysis** diff --git a/Deployment/DeployFabric.md b/Deployment/DeployFabric.md new file mode 100644 index 0000000..d15eaef --- /dev/null +++ b/Deployment/DeployFabric.md @@ -0,0 +1,81 @@ +# Set up Fabric + +## Disclaimer + +Fabric usage in this solution is **optional**. If you would like to use this accelerator without Fabric, please skip this section and make sure the 2 Power Automate workflows (Output doc upload from SharePoint to Fabric and File Upload from SharePoint List to Fabric) are switched off. + +## Pre Requisites + +1. Fabric License +2. Privileges to create a Fabric Workspace and a Lakehouse. +3. Power Platform Client readme has been completed and deployed. +4. Download [CompAnalysisFabricsolution.zip](../Client/CompAnalysisFabricsolution.zip) file from the `Client` folder of this accelerator. + + + +## Step 1: Create Lakehouse + +1. Go to https://app.fabric.microsoft.com/ + +2. Click on Data Engineering + +3. In the left navigation menu, click on Workspaces. + +4. Click 'New Workspace' + +5. Give a name to the workspace and click Apply. All other fields are optional. + +6. In your workspace, click 'New Item' from the top left. + +7. Select Lakehouse and give a name to the Lakehouse. Click Create. + +8. In the Lakehouse, right click on Files> Properties> Copy the URL. Save this URL which will be used in the next step. + + + + ![Fabric Lakehouse](./images/client/fabriclakehouse.png) + + + +## Step 2: Import Solution + +Before setting up any flows of the fabric solution, we will need to import the solution in the Power Platform environment. + +1. In the PowerApps maker portal (make.powerapps.com), go to solutions > Import Solution > Browse > Choose CompAnalysisFabricSolution.zip > Next + +2. Upon import, all required connections should automatically be established, if any connection is not established automatically, click on the 3 ellipsis and click 'Add new connection. You will probably need to do this for the HTTP with Microsoft Entra ID connector. + +3. To do so, click on the 3 ellipsis> Add new connection + + ![Fabric API URL](./images/client/createconnectionfabric.png) + +4. You will need to enter the Base Resource URL which is the Fabric Lakehouse URL from Step 1.8 and Microsoft Entra Resource URI which for MS Fabric is: https://storage.azure.com. Once both these values are entered> Click Sign In> Import. + + ![Fabric API URL](./images/client/onelakeconnectorsetup.png) + +5. This will import the Power Platform solution in your environment. To validate everything got deployed, go to the imported solution and the number of components should be the same as below. + + ![Fabric API URL](./images/client/fabricsolutioncomponents.png) + +## Step 3: Power Automate Flows Update + +The fabric integration in this solution leverages 2 Power Automate workflows. The 1st flow (File Upload from SharePoint List to Fabric) is used to copy the Sustainability reports to Fabric from SharePoint and the 2nd flow (Output doc upload from SharePoint to Fabric) is used to copy the AI generated Benchmark or Gap Analysis Output doc to Fabric. In both Flows, we will need to update the Fabric API URL copied from Step 1.8 and the SharePoint URL. + +1. Go to https://make.powerapps.com/ and make sure you are working on the correct environment from the top right created earlier from the DeployPowerPlatformClient readme. +2. Navigate to Flows from the menu on the right and click 'Edit' on the 'File Upload from Sharepoint List to Fabric' flow. +3. On the 3 SharePoint Steps of 'When an Item is created', 'GetAttachment' and 'GetFile', select your Sharepoint Site from the dropdown. In the 'When an item is created' and 'GetAttachment' step, select the SharePoint List you created earlier which is used to upload sustainability reports. +4. In the 'Apply to each 2' step- + 1. Update the 'Get Attachment content' step with the SharePoint site URL and SharePoint list name where you upload the sustainability reports. + 2. Update the 'create file' step with the SharePoint URL and the folder path with the document library 'Fabricoutputdocs' created earlier. + 3. Update the get file metadata step with the SharePoint site URL. + 4. Update the 'create txt file' step with the SharePoint URL and the folder path with the document library 'Fabricoutputdocs' created earlier. + +5. In the fabric API URL step, paste the URL that was copied from Step 1.8. +6. In the 3 'Invoke an HTTP request 4, 5 and 6' steps, also paste the Fabric API URL from Step 1.8 until the "/txtfilename". +7. Click Save. +8. ![Fabric API URL](./images/client/fabricapiurlupdate.png) +9. Make sure the flow is switched on. +10. Repeat steps 5 and 6 for the flow 'Output doc upload from SharePoint to Fabric'. +11. For the flow 'Output doc upload from SharePoint to Fabric', update the 3 SharePoint steps by selecting your SharePoint site and 'BenchmarkGapAnalysisOutputdocs' document library created earlier for 'When a file is created' , your SharePoint site and 'Fabricoutputdocs' document library created earlier for 'Create txt file 2' step and only selecting the SharePoint site for the 'Get file content' step. +12. Click Save. + diff --git a/Deployment/DeployPowerPlatformClient.md b/Deployment/DeployPowerPlatformClient.md index b833960..8f5c398 100644 --- a/Deployment/DeployPowerPlatformClient.md +++ b/Deployment/DeployPowerPlatformClient.md @@ -3,53 +3,58 @@ 1. Power Platform environment with System Administrator access. 2. PowerApps license. 3. Copilot Studio license. -4. Privilege to grant admin consent for tenant in an Azure App Registration. -5. Access to create a SharePoint site. -6. Backend services of this accelerator must have been deployed already. -7. Download [PowerPlatformClient.zip](../Client/PowerPlatformClient.zip) file from the `Client` folder of this accelerator. -8. Download the 'CSRD Disclosure Details' excel file from the `Client` folder of this accelerator. +4. AI Builder / AI Prompts access. +5. Privilege to grant admin consent for tenant in an Azure App Registration. +6. Access to create a SharePoint site. +7. Backend services of this accelerator must have been deployed already. +8. Download [PowerPlatformClient.zip](../Client/PowerPlatformClient.zip) file from the `Client` folder of this accelerator. +9. Download the 'Disclosure Detail' excel file from the `Client` folder of this accelerator. ## High level components that will be deployed from the Client solution. This solution will include the below components whose setup will be covered step by step in the below sections- -1. Gen AI SA PowerApp. +1. GenAI Benchmarking and Gap Analysisv2 PowerApp. 2. Power Automate flows. 3. Custom Copilot. 4. SharePoint Site (the site will not be deployed from the solution but will be needed). More details in the section below. ### Step 1: Create SharePoint Site -This will be a completely manual step as the Power Platform solution does not include a SharePoint site. This site is needed to store documents from the frontend then send it to the backend for being levergaed to create Benchmarks & Gap Analysis reports. +This will be a completely manual step as the Power Platform solution does not include a SharePoint site. This site is needed to store documents from the frontend then send it to the backend & Fabric (if needed) for being leveraged to create Benchmarks & Gap Analysis reports. -1. Go to (https://.sharepoint.com/) and click 'Create site'. +1. Go to (https://(your tenant).sharepoint.com/) and click 'Create site'. 2. Select Team Site. -3. This SharePoint site will need SharePoint List (for storing sustainability reports), a SharePoint document repository (for storing AI generated output reports) and the out of the box Document library for storing an Excel file that comprises of data needed by the API depending on the selected disclosure during record creation. +3. This SharePoint site will need SharePoint List (for storing sustainability reports), 2 SharePoint document repositories (for storing AI generated output reports and all documents that are sent to Fabric) and the out of the box Document library for storing an Excel file that comprises of metadata needed by the backend API depending on the selected disclosure during record creation. #### Step 1.1: Out of the box document library -1. Upload the 'CSRD Disclosure Details' excel file downloaded from the Data folder in the Document Library. +1. Upload the 'Disclosure Detail' excel file downloaded from the Client folder in the Document Library. #### Step 1.2: Create new Document Library 1. Create a new SharePoint document library (https://support.microsoft.com/en-us/office/create-a-document-library-in-sharepoint-306728fe-0325-4b28-b60d-f902e1d75939#ID0EBF=Modern) and name it 'BenchmarkGapAnalysisOutputdocs'. -2. This library will store all the output documents and will be used as a knowledge source from the Copilot. Please make sure the 'CSRD disclosure details' excel file is NOT uploaded in this library. +2. This library will store all the output documents and will be used as a knowledge source from the Copilot. Please make sure the 'Disclosure details' excel file is NOT uploaded in this library. +3. If you intend to use Fabric, create another SharePoint document library and name it 'Fabricoutputdocs'. +4. This document library will store all Sustainability Reports and Output docs which will be sent over to a Fabric Lakehouse (Fabric setup is covered in a subsequent readme). #### Step 1.3: Create new SharePoint List -1. Create a new SharePoint List (https://learn.microsoft.com/en-us/sharepoint/dev/business-apps/get-started/set-up-sharepoint-site-lists-libraries) and name it 'SustainabilityCSRDReports'. +1. Create a new SharePoint List (https://learn.microsoft.com/en-us/sharepoint/dev/business-apps/get-started/set-up-sharepoint-site-lists-libraries) and name it 'SustainabilityReports'. 2. In the SharePoint list, add a column for 'Title'(type of column: text), a column for 'Year' (type of column: text) and a choice type column for 'Classification'. The classification choices could be 'Your company name', Competitors etc. Basically all categories/types of Sustainability reports that will be uploaded. 3. It is important to avoid any spelling errors for these 3 columns as they are referenced in the Power Automate flows later. Feel free to add more columns as needed. 4. After the SharePoint components have been provisioned, it can take around 2 hours for them to show up in Power Automate. ## Step 2: Import Power Platform Solution Before setting up any components of the solution, we will need to import the solution in the Power Platform environment. -1. In the PowerApps maker portal (make.powerapps.com), go to solutions > Import Solution > Browse > Choose ClientApp zip > Next +1. In the PowerApps maker portal (make.powerapps.com), go to solutions > Import Solution > Browse > Choose PowerPlatformClient.zip > Next ![import power platform solution](./images/client/import-solution-in-powerplatform.png) +2. Upon import, all required connections should automatically be established, if any connection is not established automatically, click on the 3 ellipsis and click 'Add new connection'. 2. This will import the Power Platform solution in your environment. To validate everything got deployed, go to the imported solution and the number of components should be the same as below. ![validate components](./images/client/validate-imported-components.png) ### Step 3: Update the Power Automate workflows -This solution leverages 7 Power Automate workflows. Please make sure all of them are turned on. If any of them are turned off, click on the 3 ellipsis next to their name> select 'Turn On'. +This solution leverages 9 Power Automate workflows. +Please make sure all 7 flows are turned on. If any of them are turned off, click on the 3 ellipsis next to their name> select 'Turn On'. -The Power Automate workflows have 2 main components: backend API URL and SharePoint URL need to be updated in all of them. +The Power Automate workflows have 2 main components: backend API URL and SharePoint URL which need to be updated in all of them. #### Step 3.1: Update Backend API URL 1. Open the PA-GetAllBenchmarkResults flow. @@ -59,17 +64,12 @@ The Power Automate workflows have 2 main components: backend API URL and SharePo ![backend api url](./images/client/backend-api-url.png) -5. Repeat steps 2-4 for following flows- - PA-GetAllGapAnalysisResults - Getalldocumentsfromapi - File upload from Sharepoint list to API - PA-GapAnalysis - PA-Benchmark +5. Repeat steps 2-4 for following flows- PA-GetAllGapAnalysisResults, Getalldocumentsfromapi, File upload from Sharepoint list to API , PA-GapAnalysis, PA-Benchmark #### Step 3.2: Update SharePoint URL 1. Open the 'File upload from Sharepoint list to API' flow. 2. Click Edit -3. Update the 3 Sharepoint actions with the SharePoint URL and the Sharepoint list created earlier. You should be able to select the URL from the site address and List Name dropdown in the action. +3. Update the 3 SharePoint actions with the SharePoint URL and the SharePoint list created earlier. You should be able to select the URL from the site address and List Name dropdown in the action. 4. Click Save from the top right ![sharepoint url](./images/client/sharepointurl1.png) @@ -116,13 +116,13 @@ The Power Automate workflows have 2 main components: backend API URL and SharePo ### Step 5: Update the PowerApp #### Step 5.1: Update the SharePoint URL in the Document Screen -1. In the PowerApps maker portal (make.powerapps.com), go to Apps > GenAI SA App -2. In the 'Documents_API' screen, click on the 'Upload document' button +1. In the PowerApps maker portal (make.powerapps.com), go to Apps > GenAI Benchmarking and Gap Analysisv2 App +2. In the 'Documents_API' screen, click on the 'Upload new' button 3. For the 'OnSelect' property of the button, update the URL to the SharePoint List created earlier. Only update the value inside the " ". ![update url](./images/client/updateurlpowerapp.png) -4. In the Benchmark-Create CSRD screen, for the Items property in the 2_1 gallery, update the Classification to your company value you selected in step 1.3. +4. In the Benchmark-Create screen, for the Items property in the 2_1 gallery, update the Classification to your company value you selected in step 1.3. 5. For gallery 2, update the Classification value if you configured something other than "Competitor" in step 1.3. If you configured "Competitor", then no action needed here. 6. Repeat Steps 4 for Gallery 2_2 in Create Gap Analysis screen. 7. This step is only needed if you get the below error when using the powerapp in the Create Benchmark or create Gap Analysis screen. @@ -130,7 +130,8 @@ The Power Automate workflows have 2 main components: backend API URL and SharePo 8. If you see this error, it is due to the excel file privileges. Please delete the excel file from the data section of the PowerApp and reupload the excel file from step 1.1 in the same SharePoint document repository. 9. Refresh your connection in the PowerApp as shown below. -![update url](./images/client/refreshconnection.png) + + ![update url](./images/client/refreshconnection.png) 10. Save the Power App and click publish from the top right. diff --git a/Deployment/README.md b/Deployment/README.md index f2e72f7..5ff4a79 100644 --- a/Deployment/README.md +++ b/Deployment/README.md @@ -8,7 +8,7 @@ **Step 4** - Optional if your purpose is only to deploy this solution accelerator and want to see how it works. -Otherwise, you will need to at least modify two prompts files, replacing the text '**Microsoft**' with your own company's name. You can review and modify the grounding prompt files to suit your company's specific needs. The two prompts files are located in the [CSRDPlugin directory](../Services/src/esg-ai-doc-analysis/CFS.SK.Sustainability.AI/plugins/CSRDPlugin/) here: +Otherwise, you will need to at least modify two prompts files, replacing the text '**Microsoft**' with your own company's name. You can review and modify the grounding prompt files to suit your company's specific needs. The two prompts files are located in the [prompts location](../Services/src/esg-ai-doc-analysis/CFS.SK.Sustainability.AI/plugins/CSRDPlugin/): * [Benchmarking Report Generator Prompt file skprompt.txt](../Services/src/esg-ai-doc-analysis/CFS.SK.Sustainability.AI/plugins/CSRDPlugin/BenchmarkReportGenerator/skprompt.txt) diff --git a/Deployment/docs/ReleaseNotes.md b/Deployment/docs/ReleaseNotes.md new file mode 100644 index 0000000..9fdc7a6 --- /dev/null +++ b/Deployment/docs/ReleaseNotes.md @@ -0,0 +1,12 @@ +# Release Notes + +**V 2.0 December 20, 2024**: + +• GRI, the Global Reporting Initiative, has been added, enabling customers to evaluate their sustainability efforts beyond the EU-specific CSRD framework. + +• Customers now have the option to deploy this solution with Fabric to store sustainability reports and output documents with other ESG data in Fabric. + +**V 1.0 September 30, 2024**: + +• Benchmark and Gap Analysis against EU-specific CSRD (Corporate Social Responsibility Directive) indicators. + diff --git a/Deployment/docs/Security.md b/Deployment/docs/Security.md index 1fcc968..3c2cb0d 100644 --- a/Deployment/docs/Security.md +++ b/Deployment/docs/Security.md @@ -7,5 +7,5 @@ It is advised that you add a stronger security layer, for example, with methods You can work with your company's network and security teams to understand what existing security measures are already implemented. For example, your company may have established base-line architecture for Azure Kubernetes Services (AKS) as described in [Baseline architecture for an AKS cluster - Azure Architecture Center | Microsoft Learn](https://learn.microsoft.com/en-us/azure/architecture/reference-architectures/containers/aks/baseline-aks?toc=%2Fazure%2Faks%2Ftoc.json&bc=%2Fazure%2Faks%2Fbreadcrumb%2Ftoc.json). - +Another option is to update the .NET C# code to add authentication and authorization, without adding Azure API management layer. For more details, please refer to [Use Identity to secure a Web API backend for SPAs](https://learn.microsoft.com/en-us/aspnet/core/security/authentication/identity-api-authorization?view=aspnetcore-9.0), and [Authentication and Authorization in ASP.NET Web API](https://learn.microsoft.com/en-us/aspnet/web-api/overview/security/authentication-and-authorization-in-aspnet-web-api). If choosing this approach, the power app client will also be modified to add authentication information when invoking the API services hosted in Azure. diff --git a/Deployment/images/client/copilotstudio-knowledge2.png b/Deployment/images/client/copilotstudio-knowledge2.png index aad2493..62f1804 100644 Binary files a/Deployment/images/client/copilotstudio-knowledge2.png and b/Deployment/images/client/copilotstudio-knowledge2.png differ diff --git a/Deployment/images/client/copilotstudioaddknowledgesource.png b/Deployment/images/client/copilotstudioaddknowledgesource.png index 6cb820d..cbb6794 100644 Binary files a/Deployment/images/client/copilotstudioaddknowledgesource.png and b/Deployment/images/client/copilotstudioaddknowledgesource.png differ diff --git a/Deployment/images/client/createconnectionfabric.png b/Deployment/images/client/createconnectionfabric.png new file mode 100644 index 0000000..9f2321e Binary files /dev/null and b/Deployment/images/client/createconnectionfabric.png differ diff --git a/Deployment/images/client/fabricapiurlupdate.png b/Deployment/images/client/fabricapiurlupdate.png new file mode 100644 index 0000000..95ff440 Binary files /dev/null and b/Deployment/images/client/fabricapiurlupdate.png differ diff --git a/Deployment/images/client/fabriclakehouse.png b/Deployment/images/client/fabriclakehouse.png new file mode 100644 index 0000000..9943899 Binary files /dev/null and b/Deployment/images/client/fabriclakehouse.png differ diff --git a/Deployment/images/client/fabricsolutioncomponents.png b/Deployment/images/client/fabricsolutioncomponents.png new file mode 100644 index 0000000..02299cc Binary files /dev/null and b/Deployment/images/client/fabricsolutioncomponents.png differ diff --git a/Deployment/images/client/onelakeconnectorsetup.png b/Deployment/images/client/onelakeconnectorsetup.png new file mode 100644 index 0000000..3f8e511 Binary files /dev/null and b/Deployment/images/client/onelakeconnectorsetup.png differ diff --git a/Deployment/images/client/updateurlpowerapp.png b/Deployment/images/client/updateurlpowerapp.png index 892b931..8073cb9 100644 Binary files a/Deployment/images/client/updateurlpowerapp.png and b/Deployment/images/client/updateurlpowerapp.png differ diff --git a/Deployment/images/client/validate-imported-components.png b/Deployment/images/client/validate-imported-components.png index 5c36d09..51b7f91 100644 Binary files a/Deployment/images/client/validate-imported-components.png and b/Deployment/images/client/validate-imported-components.png differ diff --git a/Deployment/images/readme/architecture.png b/Deployment/images/readme/architecture.png index 5a6d001..37a9e80 100644 Binary files a/Deployment/images/readme/architecture.png and b/Deployment/images/readme/architecture.png differ diff --git a/Deployment/images/readme/landingPage.png b/Deployment/images/readme/landingPage.png index cb5d8c0..cfa6722 100644 Binary files a/Deployment/images/readme/landingPage.png and b/Deployment/images/readme/landingPage.png differ diff --git a/README.md b/README.md index b157ee8..3b1d5c0 100644 --- a/README.md +++ b/README.md @@ -7,10 +7,11 @@ MENU: [**USER STORY**](#user-story) \| [**QUICK DEPLOY**](#quick-deploy) \| [**S User story - **Solution accelerator overview** -This solution accelerator enables companies to detect compliance gaps, benchmark against their peers, and generate action plans to ensure they’re on track to meet their sustainability goals. Leveraging the simplicity of PowerApps, users can easily upload documents and generate gap analyses and benchmarking reports for CSRD (Corporate Social Responsibility Directive) indicators. An AI-generated report is then created, which provides a brief summary of the company’s (and their peer’s) performance, similarities/dissimilarities, and an action plan for improvement. The user can also use natural language with a Teams Copilot to ask questions about the reports to further aid understanding and actionability. +This solution accelerator enables companies to detect compliance gaps, benchmark against their peers, and generate action plans to ensure they’re on track to meet their sustainability goals. Leveraging the simplicity of PowerApps, users can easily upload documents and generate gap analyses and benchmarking reports for GRI and CSRD indicators. An AI-generated report is then created, which provides a brief summary of the company’s (and their peer’s) performance, similarities/dissimilarities, and an action plan for improvement. The user can also use natural language with a Teams Copilot to ask questions about the reports to further aid understanding and actionability. + +Please review the [**Release Notes Page**]( ./Deployment/docs/ReleaseNotes.md) to see what is new. **Scenarios** @@ -71,13 +72,13 @@ For additional training and support, please see: 10. [Azure Logic Apps](https://learn.microsoft.com/en-us/azure/logic-apps/) 11. [Azure Container Registry](https://learn.microsoft.com/en-us/azure/container-registry/) 12. [Azure Kubernetes Service (AKS)](https://learn.microsoft.com/en-us/azure/aks/) +13. [Microsoft Fabric](https://learn.microsoft.com/en-us/fabric/) (only if opt-in for the Fabric Integration )


Supporting Documents

- Please review the item 3 on [**Client README**]( ./Client/README.md) on document size limitations and step 4 of [**Deployment Guide**]( ./Deployment/README.md) on how you can refine the AI prompts to meet your specific implementation requirements. ## Responsible AI Transparency FAQ diff --git a/Services/src/esg-ai-doc-analysis/CFS.SK.Sustainability.AI/plugins/CSRDPlugin/BenchmarkReportGenerator/skprompt.txt b/Services/src/esg-ai-doc-analysis/CFS.SK.Sustainability.AI/plugins/CSRDPlugin/BenchmarkReportGenerator/skprompt.txt index 13ed4f5..0465a70 100644 --- a/Services/src/esg-ai-doc-analysis/CFS.SK.Sustainability.AI/plugins/CSRDPlugin/BenchmarkReportGenerator/skprompt.txt +++ b/Services/src/esg-ai-doc-analysis/CFS.SK.Sustainability.AI/plugins/CSRDPlugin/BenchmarkReportGenerator/skprompt.txt @@ -1,13 +1,13 @@ -You work for Microsoft, High Tech, IT company. You are an analyst at Microsoft's sustainability department, working on the preparing the CSRD (Corporate Sustainability and Responsibility Disclosure). +You work for a corporation such as Microsoft. Microsoft has set sustainability goals and also needs to check on the progress against compliance requirements such as Corporate Sustainability Responsibility Disclosure (CSRD) and/or Global Reporting Initiative (GRI). You are an analyst at the sustainability department, preparing reports for Environmental, Social, and Governance (ESG) disclosures, specifically the CSRD and GRI. # OBJECTIVE -Your objective is to create a report describing the Benchmark result of Microsoft's sustainability initiatives and other Competitor Companies' : +Your objective is to create a report describing the Benchmark result of Microsoft's sustainability initiatives and other Competitor Companies' : Your report HAS to use the structure defined in the 'TABLE OF CONTENTS' section. The information used in your report will ONLY use the 'SOURCE DOCUMENTS' section. NEVER use your own knowledge or use any external sources or. If you use figures, ONLY use the ones provided in the 'SOURCE DOCUMENTS' section as-is. -# ESRS DISCLOSURE REQUIREMENT +# ESG DISCLOSURE REQUIREMENT -Below is the ESRS disclosure requirement that you need to benchmarks the Company disclosures against. +Below is the ESG disclosure requirement that you need to benchmarks the Company disclosures against. ``` Disclosure Name : {{$disclosure_name}} {{$disclosure_number}} @@ -18,7 +18,7 @@ Disclosure Annex : {{$disclosure_annex}} #SOURCE DOCUMENTS -This section represents the source documents should be analyzed between Microsoft. it contains Microsoft and other Competitors information. +This section represents the source documents should be analyzed between Microsoft. It contains Microsoft and other Competitors' information. ``` {{$disclosures}} @@ -32,7 +32,7 @@ This section represents the structure that the report you create should follow. # Microsoft's Benchmark Report with [Show Competitor's Company names] ## [Disclosure Name] [Disclosure Number] -[Show CSRD Disclosure Requirement] +[Show ESG Disclosure Requirement] ## [Summary by Competitor's Company Content] [ @@ -70,8 +70,8 @@ Show The information as a Markdown Table with Table Header to show the Similarit ## Opportunities [First, Describe about the summary of Opportunities for Microsoft over 300 words] -[ 1. Based on ## Similarities and ## Differences section, identify opportunities for Microsoftto meet the CSRD requirements for the disclosure defined in the "# INSTRUCTIONS" section. - 2. For each opportunity, always provide an explanation as to what value it makes sense AND highlight which CSRD dimension it can also affect (ex: Environmental, Social, Governance ...). +[ 1. Based on ## Similarities and ## Differences section, identify opportunities for Microsoftto meet the ESG requirements for the disclosure defined in the "# INSTRUCTIONS" section. + 2. For each opportunity, always provide an explanation as to what value it makes sense AND highlight which ESG dimension it can also affect (ex: Environmental, Social, Governance ...). 3. Every Opportunities must show the examples with sitation for content and reason why you mentioned together on each Differences items. 4. It must refer with Quantative data from the source documents as much as you can. 5. You must show the examples with citation for content and reason with Quantative data. @@ -82,7 +82,7 @@ Show The information as a Markdown Table with Table Header to show the Similarit ## Action Plan [First, Describe about the summary of Differences between Microsoft and other competitor Companys over 300 words] -[ 1. Action plan, drafting a proposed action plan for Microsoft based on the CSRD requirement and [## Opportunities] section. +[ 1. Action plan, drafting a proposed action plan for Microsoft based on the ESG requirement and [## Opportunities] section. 2. It should have minium 5 items. 3. Each Action Plan should have detail descriptions of the actions that are needed to execute on that opportunity in place. 4. Follow this format - **Keyword of Action Plan** - Action Plan item description. item description can be mixed with Text and Markdown Table format. diff --git a/Services/src/esg-ai-doc-analysis/CFS.SK.Sustainability.AI/plugins/CSRDPlugin/GAPAnalyzeReportGenerator/skprompt.txt b/Services/src/esg-ai-doc-analysis/CFS.SK.Sustainability.AI/plugins/CSRDPlugin/GAPAnalyzeReportGenerator/skprompt.txt index 65f817a..48e9228 100644 --- a/Services/src/esg-ai-doc-analysis/CFS.SK.Sustainability.AI/plugins/CSRDPlugin/GAPAnalyzeReportGenerator/skprompt.txt +++ b/Services/src/esg-ai-doc-analysis/CFS.SK.Sustainability.AI/plugins/CSRDPlugin/GAPAnalyzeReportGenerator/skprompt.txt @@ -1,6 +1,6 @@ -# ESRS DISCLOSURE REQUIREMENT +# ESG DISCLOSURE REQUIREMENT -Below is the ESRS disclosure requirement that you need to benchmarks the brand disclosures against. +Below is the ESG (Environmental, Social, and Governance) disclosure requirement that you need to benchmarks the brand disclosures against. ``` Disclosure Name : {{$disclosure_name}} {{$disclosure_number}} @@ -24,15 +24,15 @@ This section represents the source documents should be analyzed between Microsof This section represents the structure that the report you create should follow. Each section is followed by a description delimited by square bracket. Create content for the section based on this description. Do not include the square brackets or the description in the final response. Change the title of each section to a concise, meaningful title based on the content of that section. ``` -# Microsoft's GAP Analysis Report with [Show ESRS Disclosure Name] -## [Show ESRS Disclosure Name] -[Show CSRD Disclosure Requirement] +# Microsoft's GAP Analysis Report with [Show ESG Disclosure Name] +## [Show ESG Disclosure Name] +[Show ESG Disclosure Requirement] -## Well Aligned with [Show ESRS Disclosure Name] +## Well Aligned with [Show ESG Disclosure Name] [First, Describe about the Summary of Well Described Parts with over 1000 words] ### Well Aigned -[ 1. Show the lists for Well aligned part in # SOURCE DOCUMENT section's Information with # ESRS DISCLOSURE REQUIREMENT section's Information. +[ 1. Show the lists for Well aligned part in # SOURCE DOCUMENT section's Information with # ESG DISCLOSURE REQUIREMENT section's Information. 2. Every list item must describe the referred content from # SOURCE DOCUMENT with and reason why you mentioned together. 3. It should have minium 5 items with over 1000 words per each list items. 4. It must refer with Quantative data from the # SOURCE DOCUMENT If it exists. @@ -41,29 +41,29 @@ This section represents the structure that the report you create should follow. 7. Put the citation ] -## Missing Part from [Show ESRS Disclosure Name] +## Missing Part from [Show ESG Disclosure Name] [First, Describe about the Summary of Missign Parts with over 1000 words] ### Missing Parts -[ 1. Show What is the Missing parts / not aligned parts SOURCE DOCUMENT section's Information with ESRS DISCLOSURE REQUIREMENT section's Information. +[ 1. Show What is the Missing parts / not aligned parts SOURCE DOCUMENT section's Information with ESG DISCLOSURE REQUIREMENT section's Information. 2. Every list item must describe the example content from information with and reason why you mentioned together. 3. It should have minium 5 items with over 1000 words per each list items. 4. It must refer with Quantative data from the source documents If it exists. 5. Follow this format - **Keyword of Missing Part** - Missing Part item description. 6. Make each items with Markdown bullet points. ] -## Suggested Rephrase Statement for [Show ESRS Disclosure Name] -[ 1. Based on content in # ESRS DISCLOSURE REQUIREMENT, Make a rephrased statement to meet the information in # ESRS DISCLOSURE REQUIREMENT section with filling up the missing parts by your suggestion. - 2. Suggested Rephrase Statement SHALL be Official Statement for [Show ESRS Disclosure Name] to strictly following # ESRS DISCLOSURE REQUIREMENT. +## Suggested Rephrase Statement for [Show ESG Disclosure Name] +[ 1. Based on content in # ESG DISCLOSURE REQUIREMENT, Make a rephrased statement to meet the information in # ESG DISCLOSURE REQUIREMENT section with filling up the missing parts by your suggestion. + 2. Suggested Rephrase Statement SHALL be Official Statement for [Show ESG Disclosure Name] to strictly following # ESG DISCLOSURE REQUIREMENT. 3. Rephrase Statement should have more 3 sentences over 1000 words. - 4. Check twice whether your Rephrased Statement missed anything against # ESRS DISCLOSURE REQUIREMENT. + 4. Check twice whether your Rephrased Statement missed anything against # ESG DISCLOSURE REQUIREMENT. 4. Your rephrased statement should follow the instructions in "#INSTRUCTIONS" section.] ## Action Plan [First, Describe about the Summary of Action Plans over 1000 words] ### Action Plans -[ 1. Action plan, drafting a proposed action plan for Microsoft based on the CSRD requirement and [## Missing Part] section. +[ 1. Action plan, drafting a proposed action plan for Microsoft based on the ESG requirement and [## Missing Part] section. 2. It should have over 5 items. 3. Each Action Plan should have detail descriptions of the actions that are needed to execute on that opportunity in place. 4. It is good to have a Quntative data based on the source documents. diff --git a/TRANSPARENCY_FAQ.md b/TRANSPARENCY_FAQ.md index 06f0605..4db899a 100644 --- a/TRANSPARENCY_FAQ.md +++ b/TRANSPARENCY_FAQ.md @@ -6,7 +6,7 @@ - ### What can you Comparative Analysis for Sustainability Solution Accelerator do? This solution accelerator uses Azure AI Search, Document Intelligence and other AI services to index your documents to provide a comparative analysis. The experience is enabled by a Power Platform, Teams and Copilot allowing a natural language interface for interrogation of the results. - The sample solution included focuses on Microsoft's annual sustainability report and allows for comparison with peer companies' publicly available reports to Corporate Sustainability Report Directive (CSRD) metrics. The documents are intended for use as a sample data only. + The sample solution included focuses on Microsoft's annual sustainability report and allows for comparison with peer companies' publicly available reports to Global Reporting Initiative (GRI) and Corporate Sustainability Report Directive (CSRD) metrics. The documents are intended for use as a sample data only. - ### What is/are Comparative Analysis for Sustainability Solution Accelerator's intended use(s)?