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Settings to integrate with Financial Insights Agent (preview)

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Important

This is a preview feature. This information relates to a prerelease feature that may be substantially modified before it's released. Microsoft makes no warranties, expressed or implied, with respect to the information provided here.

To integrate Financial document analysis skill for agents with Financial Insights Agent, you need to change the values of certain parameters from the Azure portal.

Note

The following changes reduce the security level settings for Financial document analysis skill for agents.

Azure OpenAI settings

  • Set the network to allow traffic from all networks, as shown in the following image.

Screenshot of the network settings for agent integration

  • Allow access via keys, as shown in the following image:

Screenshot of the option to allow access via keys

Azure AI Search settings

  • Set the public network to allow traffic from all networks, as shown in the following image:

Screenshot of the option to select access from all the networks

  • Change the API Access Control option to support both API keys and Role-based access control, as shown in the following image:

Screenshot of the API Access Control section with option to select both key types