Skip to content

Project: Liquidity Guard Rail Agent - An Intelligent Financial Guard rail to monitor and alert the Finance Team #237

@vayinapurapu

Description

@vayinapurapu

Submission Name

Liquidity Guard Rail Agent

Description

Use Case: "Liquidity Guard Rail Agent"
Who it helps: Treasury and Finance Teams
Problem: Treasury Team spends time collecting daily bank statements, calculating consolidated cash and flagging the shortfalls
Solution: A Copilot Studio Agent

  • Reads bank statements stored in Azure blob storage
  • Aggregates cash by legal entity & currency; compares the thresholds
  • Flags anamolies
  • Posts summary in a team channel
  • Creates a planner task when a breach occurs.

Submission Categories

  • SharePoint site
  • Mobile experience
  • Knowledge Agent
  • Agents and SharePoint
  • SharePoint Framework
  • SharePoint Embedded

Project video

https://youtu.be/bw2qeZjy_u0

Project Repository URL

https://github.com/vayinapurapu/sphack2026

Team Members

Vinay Ayinapurapu, Radhakrishna Thatavarthi

LinkedIn Profiles

https://www.linkedin.com/in/vinay-deep-ayinapurapu-8a301937/, www.linkedin.com/in/radhakrishna-thatavarthi

Badge validation

  • I verify that all of my team members have completed the badge validation form at aka.ms/SharePointHackathon/Badges.

Metadata

Metadata

Assignees

No one assigned

    Type

    No type

    Projects

    No projects

    Milestone

    No milestone

    Relationships

    None yet

    Development

    No branches or pull requests

    Issue actions