iLink Digital - Presenter Only

MACU Workshop

Live Agent Envisioning - Presenter Navigation

Mountain America Credit Union - Salt Lake City - 2026-05-20

Run on second screen. Hidden from audience.

The Run Order

  1. 01Architecture - set the picture before opening any tab
  2. 02Seam - explain the gap most ops teams hit (open Copilot Studio)
  3. 03Lending Protection - live demo (open Foundry)
  4. 04PoA Review - live demo (open Document Intelligence + Foundry)
  5. 05Branch Close - live demo (deterministic, no LLM)
  6. 06Audit Log - close the trust loop (open Cosmos)
  7. 07Three Patterns - name what they just saw
  8. 08AI Transformation - funding ladder + name-the-next-step

Hand the URL+password card at start. Funding ladder PDF to exec sponsor before slide 08.

Page 1 of 8 - Architecture

Set the picture

operations-hub.ilink.tools / Architecture
Copilot Studio orchestrates. Foundry is the engine room. Dynamics is the system of record. Cosmos is the audit. Teams is the surface tellers already live in. The seam between low-code and pro-code is where most ops projects stall.

No Azure tab on this slide. Set the picture before opening anything.

Page 2 of 8 - Seam

Atlas stays in control

operations-hub.ilink.tools / Seam
Copilot Studio is the conversation owner. When it hits a hard reasoning task it calls a Custom Connector. The Connector calls an Azure Function. The Function calls the Foundry Assistant. The Assistant returns through the same chain. Atlas does not lose control.

Pull the curtain - open Copilot Studio

Open Copilot Studio
Login note
iLink IT blocks the Power Platform Developer Plan on the corp tenant. Use the iLink Trial tenant account for Atlas. Show the Topics that route to the Custom Connector.
Page 3 of 8 - Lending Protection

Six branches, audit-cited

operations-hub.ilink.tools / Lending Protection
I'm typing the email a member sent. Atlas hands off. Foundry classifies. Six branches in the decision tree - charge-off, settlement, GAP, legal, bankruptcy, default. Confidence calibration on every output. Reasoning cites which branch fired.

Demo - paste sample charge-off email - submit

Open Foundry (ai.azure.com) Fallback - OpenAI Studio

macu-operations-hub project - East US - assistant asst_UYwglk9rHuL7O5EengBdbt18. Open system prompt + FunctionTools: get_charge_off_status, lookup_gap_enrollment, create_dynamics_case. "This is the spec the assistant is running. Not a black box."

Page 4 of 8 - PoA Review

Doc Intel before reasoning

operations-hub.ilink.tools / PoA Review
Member uploads a PDF Power of Attorney. Document Intelligence parses the layout. The extracted text gets injected into the Foundry agent context. Five-step checklist - doc type, signature validity, date validity, name match, notary check. Structured decision plus reasoning.

Demo - drag poa-1-clean-approval.pdf

Pull the curtain

Open Document Intelligence Studio Open Foundry - PoA Assistant

macu.cognitiveservices.azure.com resource - show layout extraction on a PoA. "This is what the agent sees before it reasons." PoA assistant: asst_MVFCIpqkMRxQSGwBMQMDMH3P.

Page 5 of 8 - Branch Close

No LLM in the decision path

operations-hub.ilink.tools / Branch Close
Six-step deterministic checklist. Per-step signer assignment. Dual control on the vault sweep - cannot pass with the same signer on both. SR 11-7 evidence is the signer roster plus the step states. Audit-grade by design, not by accident. Same Atlas-on-top pattern, different engine.

Demo - Branch 14 West Valley UT - walk 6 steps - flip one to FAIL - ESCALATE

No Azure tab here. "The LLM patterns get the headlines; this one gets the audit committees." Cosmos audit lands the event next slide.

Page 6 of 8 - Audit Log

SR 11-7 evidence, one query away

operations-hub.ilink.tools / Audit Log
Every decision writes an event to Cosmos. event_id, event_type, timestamp, decision object, signer roster on Branch Close, full tool trace on Lending and PoA.

Demo - refresh audit - find your Branch Close + Lending events - show JSON

Pull the curtain - same data, raw

Open Azure Portal

Search "ilink-tools-cosmos" - Data Explorer - ilink-tools database - audit-events container.

SELECT TOP 20 * FROM c
ORDER BY c._ts DESC

Page 7 of 8 - Three Patterns

Name what they just saw

operations-hub.ilink.tools / Three Patterns
Three patterns. Inbox triage (Lending). Document intake (PoA). Deterministic operational checklist (Branch Close). Each maps to a class of work in every regulated operations team. The patterns scale to N branches and N use cases because the seam is the reusable part - the agents and checklists change, the seam does not.

No Azure tab. Conceptual close before the funding conversation.

Page 8 of 8 - AI Transformation

Funding ladder + named next step

operations-hub.ilink.tools / AI Transformation
Four pillars: Envisioning - AI Foundation and CoE - AI Build and Deploy - Adoption. We are in Envisioning today. The named next step decides whether we land in Foundation or jump to Build.

Action - hand funding-ladder.pdf to the exec sponsor before this slide closes

The closing prompt
"What is the one thing you want us to come back with by 2026-06-03?"
The reusable asset

The seam is the asset.

The agents change. The checklists change. The branches change. The seam between low-code and pro-code does not. That is what MACU buys.

Next steps

One named next step

Date + deliverable + owner.

If we leave without those three, the workshop did not land.

chris.shanku@ilink-systems.com