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GRI Reports #22

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2 changes: 1 addition & 1 deletion Client/README.md
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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**

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2 changes: 1 addition & 1 deletion Deployment/DeployPowerPlatformClient.md
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Expand Up @@ -122,7 +122,7 @@ The Power Automate workflows have 2 main components: backend API URL and SharePo

![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.
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2 changes: 1 addition & 1 deletion Deployment/README.md
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**Step 4** - <u>Optional</u> 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)

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2 changes: 1 addition & 1 deletion Deployment/docs/Security.md
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Expand Up @@ -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.

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3 changes: 2 additions & 1 deletion README.md
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Expand Up @@ -10,7 +10,7 @@ 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 (Global Reporting Initiative) and 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.

**Scenarios**

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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 )


<h2 id="supporting-documents"><img src="./Deployment/images/readme/supportingDocuments.png" width="64">
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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}}
Expand All @@ -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}}
Expand All @@ -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]
[
Expand Down Expand Up @@ -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.
Expand All @@ -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.
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# 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}}
Expand All @@ -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.
Expand All @@ -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.
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2 changes: 1 addition & 1 deletion TRANSPARENCY_FAQ.md
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Expand Up @@ -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)?

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