AI-Powered Client Identification and Company Data Enrichment

Business Problem:

The business maintains a large database of client company details, including company names, addresses, registration details and other business information.

Manually identifying the correct LEI (Legal Entity Identifier) and ICoN number for each client is time-consuming and requires checking multiple third-party systems.

The objective is to automate client identification by integrating multiple third-party REST APIs, matching company information, and retrieving the relevant LEI and ICoN identifiers.

2. Proposed technical solution
   Build an intelligent Copilot Studio Agent that orchestrates the client identification process using Power Automate and SharePoint.

3. Technical implementation
   Step 1: Client data ingestion
   Upload bulk client company details into SharePoint.

Store company name, registration number, country and address.

Trigger a Power Automate flow when new client records are added or uploaded.

Step 2: Third-party REST API integration
Power Automate invokes multiple external REST APIs to retrieve company information.