Four principles the code enforces
Every component exists to uphold one of these design rules.
Self-contained
The core advisory path has no external runtime dependency. Facts come from a curated, manifest-backed corpus that ships in the repo — reproducible, auditable, and runnable offline.
Cited-or-refuse
No answer is grounded without a citation. Unsupported, out-of-scope, or injection-laden questions return an explicit refusal or escalation — enforced in code, fail-closed.
Clean data boundary
The backend never reads M365 user content from an MCP token. Copilot passes facts as a plain-text case_context that can never become a citation.
Delegated, not impersonated
Every write to Microsoft 365 runs through delegated Graph On-Behalf-Of as the signed-in advisor. The service never acts as a standing super-user.
Who it’s for
An advisor process for Swiss private & SME insurance professionals — not a generic multi-agent demo.
Advisors
Support a customer conversation with a grounded recommendation, clear reasoning, and the citations behind it — with multilingual routing and localized disclaimers (EN/DE/FR/IT).
Claims handlers
Get claim next-steps, the documents needed, likely exclusions, and the right escalation channel — with human-approval language built in.
Account managers
Review coverage gaps and next-best-action across a customer’s products, grounded in cited, synthetic model and rule cards.