---
schema_version: 1
rubric_version: "1.1"
kind: pair
canonical_url: "https://onaihq.com/compare/agents/microsoft-copilot-vs-omnifact/"
data_url: "https://onaihq.com/compare/agents/microsoft-copilot-vs-omnifact/data.json"
generated_at: 2026-10-27
last_checked_at: 2026-10-26
last_cross_checked_at: 2026-10-26
next_check_at: 2026-12-20
publisher: "onAI"
---

# Microsoft Copilot vs Omnifact

> Published by onAI. onAI also sells one of the products compared here. Findings about other products link to public sources so you can check them; statements about onAI are marked as stated by onAI.

This comparison has 47 criteria with sourced findings for both products, including 47 that a second agent cross-checked for both. 51 criteria have a sourced finding for at least one product. "Sourced" findings passed publication validation: they are scoped, fresh and cite public resolved sources. "Agent cross-checked" findings also received a separate agent source pass, not necessarily a hands-on test. "Stated by onAI" marks the publisher's own statements about its product (evidence type vendor-statement), which cite no third-party source. Humans approve the rubric, templates and generator; they do not review every finding. It does not declare a winner. A missing sourced finding is not evidence that a capability is absent.

- Microsoft Copilot source checks: 2026-10-21 to 2026-10-26.
- Omnifact source checks: 2026-10-21.

- Canonical HTML: https://onaihq.com/compare/agents/microsoft-copilot-vs-omnifact/
- Machine-readable JSON: https://onaihq.com/compare/agents/microsoft-copilot-vs-omnifact/data.json
- Methodology: https://onaihq.com/compare/agents/methodology/

## Models

### MOD-01: Model catalogue and providers

Judgment rule: List each available model by provider and plan, including reasoning, fast and multimodal variants. Record whether the user picks the model, the product routes automatically, or both. A provider counts only if at least one of its current models is selectable on the scoped plan.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Commercial PowerPoint editing offers Auto, ChatGPT and Claude; this is not a catalogue for every Copilot chat or agent.

Availability: generally-available
Delivery: native
Scope: surfaces=Copilot in Microsoft 365 apps and Teams; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Commercial Microsoft Copilot subscription: PowerPoint editing mode only; add_ons=Eligible Microsoft 365/PowerPoint subscription, Commercial Microsoft Copilot subscription, Anthropic subprocessor enabled by the enterprise administrator for Claude; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Scope is commercial PowerPoint editing, with regional/subscription availability limits; no tenant picker or multimodal fixture was observed.
- Cowork and Studio roadmap launches are separate experiences and are excluded from this current-model finding.

- providers — Which model providers are available? [supported]: PowerPoint editing names OpenAI ChatGPT and Anthropic Claude; the enterprise administrator must enable Anthropic before Claude appears. Sources: microsoft-copilot:ms-ppt-model-r2.
- current_models — Which current models are selectable on this plan? [partial]: This PowerPoint selector names ChatGPT and Claude, without versioned build IDs. GPT-6 Astra/Fable roadmap entries for Cowork/Studio do not establish PowerPoint or standalone Chat availability. Sources: microsoft-copilot:ms-ppt-model-r2.
- user_choice — Can users pick the model per chat? [supported]: In PowerPoint editing mode, the user chooses Auto, ChatGPT or Claude; the choice resets to Auto after the session. Sources: microsoft-copilot:ms-ppt-model-r2.
- auto_routing — Does the product route between models automatically, and is the chosen model shown? [partial]: PowerPoint Auto chooses a model; exact routed version and routing rationale are not established by this guide. Sources: microsoft-copilot:ms-ppt-model-r2.
- multimodal_input — Which models accept images, audio or files? [unknown]: Per-model image/audio/file modalities and a separate plan-specific standalone Chat picker remain unverified after reviewing PowerPoint selection and commercial model documentation.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-ppt-model-r2

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Manual selection spans OpenAI, Anthropic, Google and Mistral with EU/direct routes and tier controls.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro/Enterprise managed model catalogue; customer API keys and custom/self-hosted endpoints require Enterprise BYOK; add_ons=Enterprise BYOK for custom provider endpoints; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- current_models: Public text catalogue: GPT6Sol/Luna,5.6Sol/Terra/Luna,5.5,5.4/mini,5.2,5.1,5/mini/nano,4.1/mini/nano,4o/mini,4,3.5; Claude Opus5.5/5/4.8/4.7/4.6/4.5/4.1/4, Sonnet5.5/5/4.6/4.5/4, Haiku5.5/4.5; Gemini4Argon,3.8/3.7/3.6/3.5Flash,3.5Flash Lite,3.1Pro/Flash Lite,3Pro,2.5Pro/Flash,2.0Flash/Flash Lite; Mistral Medium3.5/3, Large3, Small4, Nemo, Ministral8B, Pixtral Large, Codestral, Devstral Small. Each is subject to admin enablement, tier, route and provider availability; not independently tested in picker.
- multimodal_input: Image input only for capable selected models; experimental audio uploads need audio-capable models. Extracted document text and code tools are separate paths; no complete model-by-model native audio matrix was established.
- Unverified auto_routing: No documented automatic cross-model routing strategy or chosen-model display after automatic routing was established; autonomous tool selection is separate from model routing.

- providers — Which model providers are available? [partial]: Pro/Enterprise managed provider options include OpenAI/AzureOpenAI, Anthropic, Google/Vertex and Mistral subject to workspace configuration. Customer API keys, custom OpenAI-compatible endpoints and self-hosted model connections require Enterprise BYOK. Optional DPA-listed Groq is not treated as a currently selectable managed model. Sources: omnifact:omnifact:providers-rev2, omnifact:omnifact:pricing-rev2, omnifact:omnifact:models.
- current_models — Which current models are selectable on this plan? [partial]: Public text catalogue: GPT6Sol/Luna,5.6Sol/Terra/Luna,5.5,5.4/mini,5.2,5.1,5/mini/nano,4.1/mini/nano,4o/mini,4,3.5; Claude Opus5.5/5/4.8/4.7/4.6/4.5/4.1/4, Sonnet5.5/5/4.6/4.5/4, Haiku5.5/4.5; Gemini4Argon,3.8/3.7/3.6/3.5Flash,3.5Flash Lite,3.1Pro/Flash Lite,3Pro,2.5Pro/Flash,2.0Flash/Flash Lite; Mistral Medium3.5/3, Large3, Small4, Nemo, Ministral8B, Pixtral Large, Codestral, Devstral Small. Each is subject to admin enablement, tier, route and provider availability; not independently tested in picker. Sources: omnifact:omnifact:models.
- user_choice — Can users pick the model per chat? [supported]: Picker changes before/within a conversation and shows provider logo, model name and region flag. Reasoning effort has Low/Medium/High/Extra High depending on model. Sources: omnifact:omnifact:select.
- auto_routing — Does the product route between models automatically, and is the chosen model shown? [unknown]: Does the product route between models automatically, and is the chosen model shown? Unknown. No documented automatic cross-model routing strategy or chosen-model display after automatic routing was established; autonomous tool selection is separate from model routing.
- multimodal_input — Which models accept images, audio or files? [partial]: Image input only for capable selected models; experimental audio uploads need audio-capable models. Extracted document text and code tools are separate paths; no complete model-by-model native audio matrix was established. Sources: omnifact:omnifact:files, omnifact:omnifact:groups-rev2.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:providers-rev2, omnifact:omnifact:dpa-rev2, omnifact:omnifact:models, omnifact:omnifact:select, omnifact:omnifact:files, omnifact:omnifact:groups-rev2, omnifact:omnifact:pricing-rev2

### MOD-02: Model freshness

Judgment rule: Measure the days from a provider's general release to availability in the product for the last three major releases from OpenAI, Anthropic and Google (and Mistral where offered). Use dated changelogs or observation. Record deprecation notice for retired models.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Dated release information exists; a comparable three-release lag series remains unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: release_lag_days, deprecation_notice, version_pinning.

- release_lag_days — What was the lag for each of the last three major releases, per provider? [unknown]: What was the lag for each of the last three major releases, per provider? Unverified after checking Microsoft release notes and AI at Work Roadmap; exact provider GA dates were not paired with three product release dates per provider.
- changelog — Is there a dated public model changelog? [supported]: Microsoft publishes dated product release notes and roadmap launches. Sources: microsoft-copilot:ms-release, microsoft-copilot:ms-roadmap.
- deprecation_notice — How much notice is given before a model is removed? [unknown]: How much notice is given before a model is removed? Unverified after checking Microsoft release notes and AI at Work Roadmap; exact provider GA dates were not paired with three product release dates per provider.
- version_pinning — Can an admin keep an older model version? [unknown]: Can an admin keep an older model version? Unverified after checking Microsoft release notes and AI at Work Roadmap; exact provider GA dates were not paired with three product release dates per provider.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-release, microsoft-copilot:ms-roadmap

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Dated model/feature changelog exists; exact release lag and fixed deprecation policy are unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- Unverified release_lag_days, deprecation_notice, version_pinning: Last-three major releases per provider were not reconciled against provider GA dates; no binding removal notice or Saa S version-pinning guarantee was established.

- release_lag_days — What was the lag for each of the last three major releases, per provider? [unknown]: What was the lag for each of the last three major releases, per provider? Unknown. Last-three major releases per provider were not reconciled against provider GA dates; no binding removal notice or Saa S version-pinning guarantee was established.
- changelog — Is there a dated public model changelog? [supported]: Monthly release notes updated2026-10-20; individual feature posts date Gemini4Argon October 13, Haiku5.5 October 8, Sonnet5.5 September 28 and GPT6/Opus5.5 September 22. Sources: omnifact:omnifact:changes, omnifact:omnifact:blog.
- deprecation_notice — How much notice is given before a model is removed? [unknown]: How much notice is given before a model is removed? Unknown. Last-three major releases per provider were not reconciled against provider GA dates; no binding removal notice or Saa S version-pinning guarantee was established.
- version_pinning — Can an admin keep an older model version? [unknown]: Can an admin keep an older model version? Unknown. Last-three major releases per provider were not reconciled against provider GA dates; no binding removal notice or Saa S version-pinning guarantee was established.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:changes, omnifact:omnifact:blog

### MOD-03: Bring-your-own keys and provider contracts

Judgment rule: Record customer-held API keys, customer cloud accounts (Azure OpenAI, Bedrock, Vertex), and aggregator routes (OpenRouter, LiteLLM) as separate routes. Record what still works without a vendor-provided model, whether prices change with BYO, and documented restrictions. API-key support does not imply support for the customer's own Azure contract.

#### Microsoft Copilot

Verification status: No public information found (not-published)
Support: not-published

We found no public information on this. A missing finding is not evidence that the product lacks the capability.

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Enterprise BYOK supports own provider accounts and custom OpenAI-compatible connections.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Enterprise BYOK, customer provider contracts; add_ons=Customer provider charges separate; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- own_cloud_contract: Supported environments include Azure OpenAI, Vertex Anthropic/Vertex Google; model settings mention AWSBedrock via custom endpoints. Customer deployment/contract setup details not fully specified.
- byo_pricing: BYOK moves model costs to customer account/negotiated rates; Enterprise licence adjustment is quote-only.
- Unverified byo_restrictions: No complete BYOK-specific feature failure/parity matrix or public licence discount was established.

- own_api_keys — Can the customer use its own provider API keys? [supported]: Enterprise only; connects own provider API keys, charges provider account and bypasses standard Omnifact rate limits. Sources: omnifact:omnifact:providers.
- own_cloud_contract — Can it use its own Azure OpenAI, Bedrock or Vertex deployment? [partial]: Supported environments include Azure OpenAI, Vertex Anthropic/Vertex Google; model settings mention AWSBedrock via custom endpoints. Customer deployment/contract setup details not fully specified. Sources: omnifact:omnifact:providers, omnifact:omnifact:model-settings.
- custom_endpoint — Can an admin add any OpenAI-compatible endpoint? [supported]: Custom provider supports OpenAI-compatible endpoints; self-hosted connection enabled with support. Sources: omnifact:omnifact:providers, omnifact:omnifact:terms.
- byo_pricing — Does BYO change the licence price? [partial]: BYOK moves model costs to customer account/negotiated rates; Enterprise licence adjustment is quote-only. Sources: omnifact:omnifact:providers.
- byo_restrictions — Which features stop working with BYO? [unknown]: Which features stop working with BYO? Unknown. No complete BYOK-specific feature failure/parity matrix or public licence discount was established.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:providers, omnifact:omnifact:model-settings, omnifact:omnifact:terms

### MOD-04: Local and self-hosted models

Judgment rule: Record support for models running in the customer's environment (vLLM, Ollama, TGI or similar) and which features work with them: chat, RAG, tools, embeddings. Distinguish a documented, supported route from a generic endpoint that happens to work.

#### Microsoft Copilot

Verification status: No public information found (not-published)
Support: not-published

We found no public information on this. A missing finding is not evidence that the product lacks the capability.

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Enterprise can integrate customer-hosted models; embedding and tool parity remain unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Enterprise self-hosted model connection; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- vendor_hosted_open_models: Mistral family appears with EU flags; the operating party and infrastructure for every open-weight route are not fully mapped. It is not proof of Swiss hosting.
- Unverified self_hosted_embeddings, feature_parity: No documented customer-hosted embedding route or exhaustive feature-parity matrix was established; on-premise platform availability alone does not prove either.

- self_hosted_chat — Can chat use a customer-hosted model? [supported]: Enterprise lists self-hosted LLMs; terms6.4 requires coordination with support and custom provider endpoints are documented. Sources: omnifact:omnifact:pricing, omnifact:omnifact:providers, omnifact:omnifact:terms.
- self_hosted_embeddings — Can retrieval use customer-hosted embeddings? [unknown]: Can retrieval use customer-hosted embeddings? Unknown. No documented customer-hosted embedding route or exhaustive feature-parity matrix was established; on-premise platform availability alone does not prove either.
- feature_parity — Which features fail with self-hosted models? [unknown]: Which features fail with self-hosted models? Unknown. No documented customer-hosted embedding route or exhaustive feature-parity matrix was established; on-premise platform availability alone does not prove either.
- vendor_hosted_open_models — Does the vendor host open-weight models in EU/CH? [partial]: Mistral family appears with EU flags; the operating party and infrastructure for every open-weight route are not fully mapped. It is not proof of Swiss hosting. Sources: omnifact:omnifact:models.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:pricing, omnifact:omnifact:providers, omnifact:omnifact:terms, omnifact:omnifact:models

### MOD-05: Model control and usage limits

Judgment rule: Record admin allow-lists per group, default models, restrictions on which models may see which data, and per-user rate or fair-use limits. Test one restriction with two users in different groups. Record limits as enforced stops, warnings or undocumented fair use.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Provider-level access and mode selection are documented; detailed quota and group tests remain open.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- No two-group model restriction test was performed.

- model_allowlist_by_group — Can admins limit models per group? [partial]: Admins select No users, All users or specific users/groups for Anthropic; this is provider-level rather than arbitrary per-model policy. Sources: microsoft-copilot:ms-anthropic.
- data_bound_models — Can admins restrict which models receive connector or knowledge content? [unknown]: Can admins restrict which models receive connector or knowledge content? Unverified after checking Microsoft Copilot privacy, commercial pricing, connector documentation, Agent Builder, and dated release notes on 2026-10-21; no licensed test tenant.
- default_model — Can admins set the default model? [unknown]: Can admins set the default model? Unverified after checking Microsoft Copilot privacy, commercial pricing, connector documentation, Agent Builder, and dated release notes on 2026-10-21; no licensed test tenant.
- user_limits — What per-user message or token limits apply, and are they published? [partial]: Chat provides standard access while paid Copilot has priority; numerical chat/token entitlements are not established here. Sources: microsoft-copilot:ms-price-us.
- limit_behaviour — What happens when a limit is reached? [unknown]: What happens when a limit is reached? Unverified after checking Microsoft Copilot privacy, commercial pricing, connector documentation, Agent Builder, and dated release notes on 2026-10-21; no licensed test tenant.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-anthropic, microsoft-copilot:ms-price-us

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Groups add model-tier/capability permissions while organization settings control concrete models/routes.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- model_allowlist_by_group: Groups add Base/Standard/Premium-tier and US-hosted-model access. Everyone and overlapping groups union grants; no deny overrides. Concrete model enablement is organization-wide, not an arbitrary per-group model list.
- data_bound_models: Admins disable providers/models globally; DPA annexes also describe per-Space provider approval. No tested classifier routes knowledge content to distinct allowed models automatically.
- default_model: October notes set Haiku5.5 as fast default for new organizations. Image default and Published Space model are configurable; universal organization text-default setting not established.
- user_limits: Plan-determined per-user24-hour rolling message quotas show remaining count/reset. Numeric plan quotas are not public; pooled credit and page limits are separate.

- model_allowlist_by_group — Can admins limit models per group? [partial]: Groups add Base/Standard/Premium-tier and US-hosted-model access. Everyone and overlapping groups union grants; no deny overrides. Concrete model enablement is organization-wide, not an arbitrary per-group model list. Sources: omnifact:omnifact:groups, omnifact:omnifact:model-settings.
- data_bound_models — Can admins restrict which models receive connector or knowledge content? [partial]: Admins disable providers/models globally; DPA annexes also describe per-Space provider approval. No tested classifier routes knowledge content to distinct allowed models automatically. Sources: omnifact:omnifact:model-settings, omnifact:omnifact:dpa.
- default_model — Can admins set the default model? [partial]: October notes set Haiku5.5 as fast default for new organizations. Image default and Published Space model are configurable; universal organization text-default setting not established. Sources: omnifact:omnifact:changes, omnifact:omnifact:model-settings, omnifact:omnifact:published.
- user_limits — What per-user message or token limits apply, and are they published? [partial]: Plan-determined per-user24-hour rolling message quotas show remaining count/reset. Numeric plan quotas are not public; pooled credit and page limits are separate. Sources: omnifact:omnifact:chat.
- limit_behaviour — What happens when a limit is reached? [supported]: Daily message exhaustion disables new sends until reset. Monthly credit exhaustion greys premium models and chat falls back; Gateway returns credit error for all models without fallback. Sources: omnifact:omnifact:chat, omnifact:omnifact:limits, omnifact:omnifact:gateway.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:groups, omnifact:omnifact:model-settings, omnifact:omnifact:dpa, omnifact:omnifact:changes, omnifact:omnifact:published, omnifact:omnifact:chat, omnifact:omnifact:limits, omnifact:omnifact:gateway

## Company knowledge

### KNOW-01: Files in chat

Judgment rule: Record supported formats, size and count limits, scanned-PDF OCR, tables and spreadsheets, images inside documents, and whether a file is read in full or retrieved in chunks. Upload the shared fixture set (long German PDF, scanned contract, Excel with formulas, PowerPoint) and record failures.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Documented upload formats and limits are available; fixture fidelity remains untested.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: ocr, spreadsheets, full_vs_chunked.

- formats — Which formats are accepted? [supported]: PDF, DOCX, XLSX, PPTX; PNG/JPEG/PJP/JFIF; TXT/TEXT/JSON/CSV/MD. Sources: microsoft-copilot:ms-upload.
- limits — What size and count limits apply per file and chat? [supported]: Up to 20 files per conversation and 50 MB per file in the cited all-experiences support article. Sources: microsoft-copilot:ms-upload.
- ocr — Are scanned PDFs read? [unknown]: Are scanned PDFs read? Unverified after checking File upload in Microsoft Copilot; the long PDF, scanned contract, formula workbook and presentation fixtures were not run.
- spreadsheets — Are Excel tables read with structure intact? [unknown]: Are Excel tables read with structure intact? Unverified after checking File upload in Microsoft Copilot; the long PDF, scanned contract, formula workbook and presentation fixtures were not run.
- full_vs_chunked — Is the whole file used or only retrieved parts, and does the user see which? [unknown]: Is the whole file used or only retrieved parts, and does the user see which? Unverified after checking File upload in Microsoft Copilot; the long PDF, scanned contract, formula workbook and presentation fixtures were not run.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-upload

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Broad attachment formats and published limits exist; indexing uses OCR/chunks while workbook fidelity is untested.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- limits: 10 attachments/message;8000 text characters/message;20MB/image;25MB/audio. Space Uploaded Files FAQ says no individual/aggregate file-size limit; ordinary document/chat count ceilings not fully specified.
- ocr: Space upload pipeline documents Apache Tika OCR for scanned PDFs/images; no accuracy fixture.
- spreadsheets: Spreadsheet inputs can be processed with executed Python and native XLSX formulas; structure/merged cells/formula preservation not tested.
- full_vs_chunked: Space documents are extracted/chunked/embedded and relevant sections retrieved with progress/citation displays. Exact direct-attachment full-text thresholds were not established.

- formats — Which formats are accepted? [supported]: PDF, Word, Excel, Power Point, Open Document text/presentation, TXT, JSON, Markdown, CSV, SVG; images PNG/JPEG/Web P/HEIC/HEIF/AVIF/BMP/GIF/ICO/TIFF/SVG; audio examples MP3/WAV/AAC/FLAC with group/model restriction. Sources: omnifact:omnifact:files.
- limits — What size and count limits apply per file and chat? [partial]: 10 attachments/message;8000 text characters/message;20MB/image;25MB/audio. Space Uploaded Files FAQ says no individual/aggregate file-size limit; ordinary document/chat count ceilings not fully specified. Sources: omnifact:omnifact:files, omnifact:omnifact:uploads.
- ocr — Are scanned PDFs read? [partial]: Space upload pipeline documents Apache Tika OCR for scanned PDFs/images; no accuracy fixture. Sources: omnifact:omnifact:uploads.
- spreadsheets — Are Excel tables read with structure intact? [partial]: Spreadsheet inputs can be processed with executed Python and native XLSX formulas; structure/merged cells/formula preservation not tested. Sources: omnifact:omnifact:documents.
- full_vs_chunked — Is the whole file used or only retrieved parts, and does the user see which? [partial]: Space documents are extracted/chunked/embedded and relevant sections retrieved with progress/citation displays. Exact direct-attachment full-text thresholds were not established. Sources: omnifact:omnifact:uploads, omnifact:omnifact:retrieval.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:files, omnifact:omnifact:uploads, omnifact:omnifact:documents, omnifact:omnifact:retrieval

### KNOW-02: Knowledge bases and shared collections

Judgment rule: Record curated document collections that persist across chats, who can create and share them, size limits, and how they attach to assistants. Distinguish personal, group and organisation-wide scope.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Notebooks persist references and instructions, with plan-dependent reference limits.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Read each atomic answer for its plan, access and feature limits.

- persistent_collections — Can users keep document collections across chats? [supported]: Copilot Notebooks retain selected reference collections. Sources: microsoft-copilot:ms-notebooks.
- sharing_scope — Can collections be shared with users, groups or the whole organisation? [partial]: Notebooks can be shared for collaborative editing; full user/group/organization sharing matrix was not verified. Sources: microsoft-copilot:ms-notebook-instructions.
- size_limits — What are the collection limits? [supported]: Chat notebook grounding uses up to 50 references; paid grounding uses up to 300, with broader supported entities. Sources: microsoft-copilot:ms-notebooks.
- assistant_binding — Can collections be bound to an assistant? [partial]: Agent Builder can bind SharePoint and connector knowledge; independent notebook-to-agent binding was not verified. Sources: microsoft-copilot:ms-builder.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-notebooks, microsoft-copilot:ms-notebook-instructions, microsoft-copilot:ms-builder

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Spaces persist and share uploaded/connected knowledge. The applicable Pro page quota remains unknown; Enterprise advertises unlimited pages.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro up to50users and Enterprise Spaces; actual Pro page quota unverified; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- Pro page quota is excluded from verified limits until the applicable offer is identified. Connected-source and manual-upload accounting are separate.

- persistent_collections — Can users keep document collections across chats? [supported]: Uploaded Files and connected folders persist in a Space for multiple conversations; message attachments remain specific to their conversation. Sources: omnifact:omnifact:spaces.
- sharing_scope — Can collections be shared with users, groups or the whole organisation? [supported]: Organization users/groups including Everyone; Admin/Editor manage, Member queries. Groups receive view-only membership; edit grants are individual. Sources: omnifact:omnifact:share.
- size_limits — What are the collection limits? [partial]: Enterprise pricing advertises unlimited knowledge pages. Actual Pro page quota is unknown because pricing says25000 while Billing says5000; neither is asserted as an independently applicable limit. The Connected Sources documentation says synced files currently do not count against the manual-upload page quota. Sources: omnifact:omnifact:pricing-rev2, omnifact:omnifact:billing, omnifact:omnifact:sync.
- assistant_binding — Can collections be bound to an assistant? [supported]: Space agent uses its own instructions and isolated Uploaded Files/Connected Sources knowledge. Sources: omnifact:omnifact:spaces.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:spaces, omnifact:omnifact:share, omnifact:omnifact:pricing-rev2, omnifact:omnifact:billing, omnifact:omnifact:sync

### KNOW-03: Enterprise connectors

Judgment rule: List each connector separately with plan, availability and setup owner: SharePoint, OneDrive, Outlook, Teams, Google Drive, Gmail, Confluence, Jira, Notion, Box, Salesforce, ServiceNow, file shares. Record whether the vendor or a third party (or the customer via MCP) provides it, and whether it needs admin consent. A connector listed on a roadmap or partner page is `announced`. An on-prem connector or gateway proves access to local data, not a self-hosted platform (DATA-02).

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Paid Copilot grounding supports synced and federated external sources; metered Copilot Chat agents have a narrower route.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Paid Microsoft Copilot add-on (Microsoft 365 Copilot in licensing docs), or Microsoft 365 E7; commercial tenant. Synced-data metered Chat agents are a separately identified route, not paid-work-chat parity.; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- This is not a blanket connector entitlement for included Copilot Chat. The licence matrix permits Studio/pay-as-you-go synced data in agents only and excludes federation.
- External-service subscriptions/permissions and connector-specific regional rollout remain prerequisites.

- microsoft_365 — Which M365 sources (SharePoint, OneDrive, Outlook, Teams) are connected? [supported]: Paid Copilot grounds on Microsoft Graph work content. Without that add-on, shared SharePoint/synced-connector data requires an eligible metered agent; ordinary Copilot Chat is not assigned equivalent grounding. Sources: microsoft-copilot:ms-privacy, microsoft-copilot:ms-connector-license-r2.
- google_workspace — Which Google sources are connected? [partial]: Google Drive is a synced connector for licensed Copilot grounding; the federated list includes Gmail for paid eligible users. Each source requires its own authorization. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-connector-license-r2.
- atlassian — Confluence and Jira? [partial]: Confluence/Jira synced data can ground paid Copilot; their personal self-serve variants are limited preview. Metered agents can use synced data only, not the federated route. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-personal-sync-r2, microsoft-copilot:ms-connector-license-r2.
- other_systems — Which other business systems? [partial]: Synced examples include Box, Salesforce, ServiceNow, Dynamics365, Workday, Zendesk and SAP; this is the paid-grounding route, with source credentials and individual setup requirements. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-connector-license-r2.
- on_prem_sources — Can on-prem file shares or databases be connected? [supported]: File-share/SQL/Oracle sources can be indexed by a synced connector/connector agent for paid grounding or separately metered synced-data agents; this does not run Copilot on premises. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-connector-license-r2.
- connector_provider — Who builds and maintains each connector? [supported]: Microsoft/partner/custom synced connectors coexist. Federation can use Microsoft-published or approved partners, and custom MCP has its own admin setup. All federated querying requires the paid add-on/E7. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-custom-mcp-r2, microsoft-copilot:ms-connector-license-r2.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-privacy, microsoft-copilot:ms-connector-license-r2, microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-personal-sync-r2, microsoft-copilot:ms-custom-mcp-r2

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Cloud document sync and live first-party MCP integrations cover different system/action scopes.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace, Omnifact Published Spaces, Public API and Enterprise AI Gateway, Omnifact document/chat CLI and XWiki sync; version=Public documentation checked 2026-10-21; plan=Pro/Enterprise cloud document connectors; separately run API-enabled XWiki importer documented at pinned revision; add_ons=Customer-run XWiki sync tool; API access and source credentials required; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- XWiki behavior is documented in a pinned README, with no support/guarantee. It was not implementation-inspected or executed in this pass.

- microsoft_365 — Which M365 sources (SharePoint, OneDrive, Outlook, Teams) are connected? [partial]: SharePoint, OneDrive Business and personal OneDrive document access/sync. No verified native Outlook/Teams connector in current catalogue. Sources: omnifact:omnifact:integrations.
- google_workspace — Which Google sources are connected? [supported]: Drive document sync plus MCP Drive, Docs, Sheets, Slides, Gmail, Calendar, Chat tools. Sources: omnifact:omnifact:integrations.
- atlassian — Confluence and Jira? [supported]: Atlassian official MCP for Jira/Confluence search and updates. Sources: omnifact:omnifact:directory.
- other_systems — Which other business systems? [partial]: Slack, Zoom, Notion, Hub Spot, Zendesk, Box, Egnyte, Asana, Click Up, Linear, Airtable, Canva, Miro, Lucid, Stripe, Pay Pal, Git Hub/Git Lab, Sentry, PostHog, Supabase, Neon, Webflow, Todoist; official XWiki importer is separate unsupported CLI. Sources: omnifact:omnifact:integrations, omnifact:omnifact:xwiki-sync-rev2.
- on_prem_sources — Can on-prem file shares or databases be connected? [partial]: Custom MCP can expose internal systems but cloud deployment blocks private IP/loopback/subnets by default. XWiki REST importer runs where customer executes it; native file-share/database network support is not established. Sources: omnifact:omnifact:mcp-rev2, omnifact:omnifact:xwiki-sync-rev2.
- connector_provider — Who builds and maintains each connector? [partial]: Catalogue MCP servers are supplied by listed software vendors; Omnifact manages installation/governance. Document connectors and XWiki tool are Omnifact; support scope varies. Sources: omnifact:omnifact:directory, omnifact:omnifact:integrations, omnifact:omnifact:xwiki-sync-rev2.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:integrations, omnifact:omnifact:directory, omnifact:omnifact:xwiki-sync-rev2, omnifact:omnifact:mcp-rev2

### KNOW-04: Permission-aware retrieval

Judgment rule: Using two test users, verify that a restricted document in the fixture tenant is never cited or summarised for the user without access, including after a permission change. Record whether permissions are enforced at query time by the source system, mirrored into an index, or not enforced. Record the propagation delay of a revocation.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Microsoft documents source-permission controls; the required restricted-document test was not run.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Paid Microsoft Copilot add-on (Microsoft 365 Copilot in licensing docs), or Microsoft 365 E7; commercial tenant. Synced-data metered Chat agents are a separately identified route, not paid-work-chat parity.; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- All positive permission findings use the paid work-grounding route, not included Copilot Chat. Purview/SAM require their applicable entitlements.
- No two-user restricted-document or revocation test; connector disable propagation is not proof of source-ACL revocation timing.

- source_permissions_respected — Are source permissions enforced per user? [supported]: In licensed Copilot work grounding, Graph data is limited to the requesting user's access; this was not tested. Sources: microsoft-copilot:ms-privacy, microsoft-copilot:ms-connector-license-r2.
- enforcement_point — Does the source system, a mirrored index or nothing enforce them? [supported]: Paid synced grounding filters item ACLs in Graph; paid federated access executes with the authenticated source-user identity. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-connector-license-r2.
- revocation_delay — How quickly does a removed permission take effect? [unknown]: How quickly does a removed permission take effect? Unverified after checking Copilot privacy, connector architecture and Purview DLP; no two-user or permission-revocation fixture.
- admin_scope_controls — Can admins exclude sites, folders or labels? [supported]: Licensed Copilot deployment guidance documents restricted SharePoint search/SAM; federated access also intersects tenant User access and connector staging. Sources: microsoft-copilot:ms-setup, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-connector-license-r2.
- sensitivity_labels — Are Microsoft Purview or similar labels respected? [supported]: Purview can exclude labelled content from processing through configured DLP rules. Sources: microsoft-copilot:ms-dlp.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-privacy, microsoft-copilot:ms-connector-license-r2, microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-setup, microsoft-copilot:ms-dlp

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Personal OAuth tools honor source-account rights; synced content is scoped to Space membership, without a verified per-user ACL mirror.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- source_permissions_respected: OAuth MCP executes only within each user account rights. Space indexed knowledge is available under shared Space membership; per-recipient source ACL enforcement was not established.
- enforcement_point: Live OAuth uses source account access. Space retrieval is indexed and checks Space membership; this is not documented as a source-ACL recheck on every query.
- revocation_delay: Removing Space/group membership immediately revokes those grants; source document/ACL revocation timing beyond deletion sync was not tested.
- admin_scope_controls: Space admins select connected folders; organization enables/removes connectors and tools. No sensitivity-label classifier was established.
- Unverified sensitivity_labels: No cross-group source-ACL/revocation fixture or Microsoft Purview sensitivity-label implementation was established.

- source_permissions_respected — Are source permissions enforced per user? [partial]: OAuth MCP executes only within each user account rights. Space indexed knowledge is available under shared Space membership; per-recipient source ACL enforcement was not established. Sources: omnifact:omnifact:mcp, omnifact:omnifact:retrieval, omnifact:omnifact:sync.
- enforcement_point — Does the source system, a mirrored index or nothing enforce them? [partial]: Live OAuth uses source account access. Space retrieval is indexed and checks Space membership; this is not documented as a source-ACL recheck on every query. Sources: omnifact:omnifact:mcp, omnifact:omnifact:retrieval, omnifact:omnifact:sync.
- revocation_delay — How quickly does a removed permission take effect? [partial]: Removing Space/group membership immediately revokes those grants; source document/ACL revocation timing beyond deletion sync was not tested. Sources: omnifact:omnifact:share, omnifact:omnifact:groups.
- admin_scope_controls — Can admins exclude sites, folders or labels? [partial]: Space admins select connected folders; organization enables/removes connectors and tools. No sensitivity-label classifier was established. Sources: omnifact:omnifact:sync, omnifact:omnifact:integrations.
- sensitivity_labels — Are Microsoft Purview or similar labels respected? [unknown]: Are Microsoft Purview or similar labels respected? Unknown. No cross-group source-ACL/revocation fixture or Microsoft Purview sensitivity-label implementation was established.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:mcp, omnifact:omnifact:retrieval, omnifact:omnifact:sync, omnifact:omnifact:share, omnifact:omnifact:groups, omnifact:omnifact:integrations

### KNOW-05: Freshness and sync model

Judgment rule: Record live (federated) search versus a copied index, sync interval, deletion propagation, and where the index is stored. Edit and delete one fixture document and record when answers change. A copied index adds storage location to DATA-01.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Both copied Graph indexes and live MCP federation are documented.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Paid Microsoft Copilot add-on (Microsoft 365 Copilot in licensing docs), or Microsoft 365 E7; commercial tenant. Synced-data metered Chat agents are a separately identified route, not paid-work-chat parity.; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Copilot Chat without the add-on is not included as a general indexed/federated grounding entitlement.
- No edit/delete propagation fixture; self-serve Confluence/Jira remains limited preview.

- live_or_indexed — Is content searched live or copied into an index? [supported]: Licensed Copilot can ground on synced Graph copies or query federated sources live without a separate external-content index. The licence matrix allows metered Chat agents to use synced data only. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-connector-license-r2.
- sync_interval — How often does an index refresh? [partial]: For the limited-preview personal Confluence/Jira synced route, docs describe roughly15-minute incremental and seven-day full crawls; this is not a general federated or connector SLA. Sources: microsoft-copilot:ms-personal-sync-r2, microsoft-copilot:ms-connector-license-r2.
- deletion_propagation — How quickly does a deleted document disappear? [unknown]: How quickly does a deleted document disappear? Unverified after checking connector overview and personal-sync documentation; no edit/delete propagation fixture.
- index_location — Where is indexed content stored? [partial]: Paid synced grounding uses the Microsoft365 tenant Graph cloud index; federation does not copy that external content into an index. A country-level index map remains unverified. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-connector-license-r2.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-connector-license-r2, microsoft-copilot:ms-personal-sync-r2

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Connected documents are indexed on a five-minute cycle; live MCP queries remain separate.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace, Omnifact Published Spaces, Public API and Enterprise AI Gateway, Omnifact document/chat CLI and XWiki sync; version=Public documentation checked 2026-10-21; plan=Pro/Enterprise cloud document connectors; separately run API-enabled XWiki importer documented at pinned revision; add_ons=Customer-run XWiki sync tool; API access and source credentials required; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- XWiki behavior is documented in a pinned README, with no support/guarantee. It was not implementation-inspected or executed in this pass.

- live_or_indexed — Is content searched live or copied into an index? [supported]: Connected Sources index selected cloud files; MCP tools query source systems live. XWiki CLI uploads converted Markdown on customer-run sync. Sources: omnifact:omnifact:sync, omnifact:omnifact:integrations, omnifact:omnifact:xwiki-sync-rev2.
- sync_interval — How often does an index refresh? [supported]: Connected Sources checks every five minutes; initial indexing may take minutes. XWiki tool is one-shot and requires external cron/systemd/Kubernetes scheduling. Sources: omnifact:omnifact:sync, omnifact:omnifact:xwiki-sync-rev2.
- deletion_propagation — How quickly does a deleted document disappear? [supported]: Cloud deletions removed on next five-minute cycle; disconnect permanently removes that source index from Space. XWiki importer tracks deleted/excluded pages on next run. Sources: omnifact:omnifact:sync, omnifact:omnifact:xwiki-sync-rev2.
- index_location — Where is indexed content stored? [partial]: DPA maps prefilter files/indexing to Azure Saa S Germany/Frankfurt storage; model embeddings/summaries have provider-dependent paths not fully mapped. Sources: omnifact:omnifact:dpa-rev2.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:sync, omnifact:omnifact:integrations, omnifact:omnifact:xwiki-sync-rev2, omnifact:omnifact:dpa-rev2

### KNOW-06: Grounding and retrieval quality

Judgment rule: Run the shared question set over the fixture corpus: factual lookups, cross-document questions, German document with an English question, a question with no answer in the corpus. Record citation presence, link accuracy, correct answers and refusals to invent. Disclose model, settings, attempt count and failures. Single runs support a case study, not a ranking.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Source links are documented; retrieval quality and cross-language accuracy remain unmeasured.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot paid work chat; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Paid Microsoft Copilot/E7 connector-grounded responses only; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Documented citations apply to the licensed connector-grounding route; no equivalent included-Chat entitlement or measured citation accuracy is claimed.
- No DE/FR/EN grounding, cross-language, unanswerable-question or restricted-document fixture was run.

- citations — Are answers linked to specific sources? [supported]: For licensed Copilot connector-grounded responses, Microsoft documents source citations and links to referenced external items. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-connector-license-r2.
- citation_accuracy — Do the cited passages support the answer? [unknown]: Do the cited passages support the answer? Unverified after checking connector response documentation; no shared DE/FR/EN corpus or answer set was executed.
- cross_language — Does a question in one language find documents in another? [unknown]: Does a question in one language find documents in another? Unverified after checking connector response documentation; no shared DE/FR/EN corpus or answer set was executed.
- no_answer_behaviour — Does it say when the corpus has no answer? [unknown]: Does it say when the corpus has no answer? Unverified after checking connector response documentation; no shared DE/FR/EN corpus or answer set was executed.
- observed_accuracy — How many of the question set were answered correctly? [unknown]: How many of the question set were answered correctly? Unverified after checking connector response documentation; no shared DE/FR/EN corpus or answer set was executed.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-connector-license-r2

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Passage citations and controllable strict grounding are documented; retrieval quality remains unmeasured.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- no_answer_behaviour: Space instructions can require answers only from uploaded documents and explicit missing-information statements; default guaranteed abstention is not established.
- Unverified citation_accuracy, cross_language, observed_accuracy: No DE/FR/EN corpus fixture, citation entailment, cross-language retrieval measurement or observed score was run.

- citations — Are answers linked to specific sources? [supported]: Source references identify uploaded document or cloud filename/provider and direct original link; progress shows retrieved document count. Sources: omnifact:omnifact:retrieval, omnifact:omnifact:sync.
- citation_accuracy — Do the cited passages support the answer? [unknown]: Do the cited passages support the answer? Unknown. No DE/FR/EN corpus fixture, citation entailment, cross-language retrieval measurement or observed score was run.
- cross_language — Does a question in one language find documents in another? [unknown]: Does a question in one language find documents in another? Unknown. No DE/FR/EN corpus fixture, citation entailment, cross-language retrieval measurement or observed score was run.
- no_answer_behaviour — Does it say when the corpus has no answer? [partial]: Space instructions can require answers only from uploaded documents and explicit missing-information statements; default guaranteed abstention is not established. Sources: omnifact:omnifact:retrieval.
- observed_accuracy — How many of the question set were answered correctly? [unknown]: How many of the question set were answered correctly? Unknown. No DE/FR/EN corpus fixture, citation entailment, cross-language retrieval measurement or observed score was run.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:retrieval, omnifact:omnifact:sync

### KNOW-07: Memory and personal context

Judgment rule: Record personal custom instructions, cross-chat memory, project or workspace context, and user controls to view, edit, delete or disable memory. Record whether admins can disable memory organisation-wide.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Saved memory, history-based personalization and instructions have user controls.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: admin_memory_controls.
- Read each atomic answer for its plan, access and feature limits.

- custom_instructions — Can users set persistent instructions? [supported]: Users set personal instructions; notebooks have their own instructions. Sources: microsoft-copilot:ms-memory, microsoft-copilot:ms-notebook-instructions.
- cross_chat_memory — Does the product remember facts across chats? [supported]: Enabled memory stores preferences and can use prior-chat inferences; work insights depend on plan. Sources: microsoft-copilot:ms-memory.
- user_memory_controls — Can users view, edit and delete memories? [partial]: Users can inspect what Copilot knows, ask it to forget details and use temporary chat. Complete saved-memory editing behavior was not tested. Sources: microsoft-copilot:ms-memory.
- admin_memory_controls — Can admins turn memory off? [unknown]: Can admins turn memory off? Unverified after checking personalization documentation and Copilot management; organization-wide memory policy behavior not independently established.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-memory, microsoft-copilot:ms-notebook-instructions

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Persistent personal instructions exist; automatic cross-chat memory was not established.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- user_memory_controls: Users edit/remove their supplied personalization fields. This is not documentation of viewing/deleting automatically learned memories.
- Unverified cross_chat_memory, admin_memory_controls: No automatic fact-memory feature or administrator memory-disable setting was established in account, Space and release documentation. Conversation history is not itself cross-chat memory.

- custom_instructions — Can users set persistent instructions? [supported]: Personalization stores role/context and response tone/style/format and sends them in every conversation. These fields bypass the Privacy Filter. Sources: omnifact:omnifact:account.
- cross_chat_memory — Does the product remember facts across chats? [unknown]: Does the product remember facts across chats? Unknown. No automatic fact-memory feature or administrator memory-disable setting was established in account, Space and release documentation. Conversation history is not itself cross-chat memory.
- user_memory_controls — Can users view, edit and delete memories? [partial]: Users edit/remove their supplied personalization fields. This is not documentation of viewing/deleting automatically learned memories. Sources: omnifact:omnifact:account.
- admin_memory_controls — Can admins turn memory off? [unknown]: Can admins turn memory off? Unknown. No automatic fact-memory feature or administrator memory-disable setting was established in account, Space and release documentation. Conversation history is not itself cross-chat memory.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:account

## Assistants and agents

### AGT-01: Custom assistants

Judgment rule: Record creation of assistants with instructions, model, knowledge and tools; who can create; sharing scope; versioning; and an internal catalogue or directory. Build one HR policy assistant on the fixture and share it with one group. Prompt templates and a prompt library are recorded here.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Agent Builder and the agent catalogue cover shared assistants; external actions need a different authoring route.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot paid work chat, Microsoft Copilot Chat web app, Copilot Studio extension and agent builder, separate licensing where stated; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Read each atomic answer for its plan, access and feature limits.

- create_assistants — Can users create assistants with instructions, knowledge and tools? [partial]: Agent Builder combines instructions and selected knowledge; external action authoring requires Copilot Studio. Sources: microsoft-copilot:ms-builder.
- creator_permissions — Can admins limit who creates them? [supported]: Admins control whether users can access Agent Builder. Sources: microsoft-copilot:ms-builder.
- sharing_scope — Can assistants be shared with users, groups or everyone? [partial]: Agent links can be shared; the complete user/group/organization permission matrix was not checked. Sources: microsoft-copilot:ms-agents.
- catalogue — Is there an internal assistant directory? [supported]: The app lists prebuilt, shared and organization agents. Sources: microsoft-copilot:ms-agents.
- prompt_library — Are shared prompt templates available? [supported]: The commercial page links Copilot Prompt Gallery. Sources: microsoft-copilot:ms-price-us.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-builder, microsoft-copilot:ms-agents, microsoft-copilot:ms-price-us

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Space agents combine custom instructions, knowledge and shared access with starter prompts.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- creator_permissions: Member role includes Space creation; group permissions control file/code/features. An explicit deny-Space-creation privilege was not established.
- prompt_library: Space Starters/template previews and example prompts provide shared starting points; a separate centrally managed standalone prompt-library product was not established.

- create_assistants — Can users create assistants with instructions, knowledge and tools? [supported]: Members create Spaces, become Space Admin and set instructions/examples/knowledge. Workspace-level tool availability is governed separately. Sources: omnifact:omnifact:create, omnifact:omnifact:users.
- creator_permissions — Can admins limit who creates them? [partial]: Member role includes Space creation; group permissions control file/code/features. An explicit deny-Space-creation privilege was not established. Sources: omnifact:omnifact:users, omnifact:omnifact:groups.
- sharing_scope — Can assistants be shared with users, groups or everyone? [supported]: Users or organization groups including Everyone; group membership grants Member only. Sources: omnifact:omnifact:share.
- catalogue — Is there an internal assistant directory? [supported]: All/Favorite Spaces directory shows accessible agents with pin/favorite navigation. Sources: omnifact:omnifact:spaces.
- prompt_library — Are shared prompt templates available? [partial]: Space Starters/template previews and example prompts provide shared starting points; a separate centrally managed standalone prompt-library product was not established. Sources: omnifact:omnifact:create, omnifact:omnifact:changes.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:create, omnifact:omnifact:users, omnifact:omnifact:groups, omnifact:omnifact:share, omnifact:omnifact:spaces, omnifact:omnifact:changes

### AGT-02: Tools, actions and MCP

Judgment rule: Record built-in tools, custom actions (OpenAPI), MCP client support (local and remote servers), authentication model per tool (shared service account or per-user OAuth), and admin approval of tools. Verify one external-tool call and its access boundary.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Paid Copilot documents authenticated MCP tools and conditional writes; the October16 detailed guide supersedes the older generic read-only rollout description.

Availability: unknown
Delivery: native
Scope: surfaces=Microsoft Copilot paid work chat, Copilot Studio extension and agent builder, separate licensing where stated; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Paid Microsoft Copilot/E7 federated connectors and paid Copilot Agent Builder; Studio is only the separately licensed extension route; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Reconciliation: October6 overview retains read-only/early-October text; October16 detailed federation/setup pages explicitly document writes. The current finding is conditional protocol behavior, with actual tenant write availability unknown.
- Researcher has an explicit read-only boundary. No external call, approval or access-boundary fixture was executed.

- builtin_tools — Which tools are built in? [supported]: Paid experiences include Researcher, Analyst and Facilitator. Sources: microsoft-copilot:ms-price-us.
- custom_actions — Can admins add API actions? [partial]: Agent Builder directs authored external-action scenarios to Copilot Studio. Separately, paid federated MCP connectors can expose create/update/delete tools where supplied by the publisher. Sources: microsoft-copilot:ms-builder, microsoft-copilot:ms-custom-mcp-r2, microsoft-copilot:ms-federated-r2.
- mcp_client — Can it use remote MCP servers, and with what admin control? [supported]: Custom federation accepts a remote MCP server with search/fetch/query and optional create/update/delete tools. Federation requires the querying user's paid add-on/E7; Studio/pay-as-you-go alone is insufficient. Sources: microsoft-copilot:ms-custom-mcp-r2, microsoft-copilot:ms-connector-license-r2.
- tool_auth — Do tools act as the user or as a shared account? [supported]: Federated authenticated tools use OAuth/source-user identity and source permissions. Tenant User access, publisher controls and staged rollout also apply. Sources: microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-custom-mcp-r2.
- tool_approval — Can admins approve or block tools, and can users confirm actions before they run? [partial]: Where a connector supplies writes, October16 docs require initial explicit approval with per-tool Allow once/conversation/Always allow settings. Researcher remains read-only. The Coming soon label concerns the admin Tools list. Sources: microsoft-copilot:ms-federated-r2.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-builder, microsoft-copilot:ms-custom-mcp-r2, microsoft-copilot:ms-federated-r2, microsoft-copilot:ms-connector-license-r2

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Remote MCP has explicit tool policies, personal OAuth and teamwide static-credential access.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro/Enterprise managed remote MCP; workspace-admin setup and chosen tool policy required; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- Configured policies are documented; initial-discovery defaults remain unknown. Static credentials are shared teamwide as documented and do not provide personal source authorization.
- Experimental code/output entitlement is unknown; generic Enterprise early-access wording does not identify an eligible Execute code tier.

- builtin_tools — Which tools are built in? [partial]: Web search/browse, Space retrieval, image tools and curated MCP business actions are documented for the scoped workspace. Eligibility for the separate Experimental Execute code and its Python/Office outputs is unknown because the documentation does not map it to Pro or Enterprise. Sources: omnifact:omnifact:web, omnifact:omnifact:retrieval, omnifact:omnifact:images, omnifact:omnifact:documents, omnifact:omnifact:integrations, omnifact:omnifact:groups-rev2.
- custom_actions — Can admins add API actions? [partial]: Admins add custom remote MCP URL and discovered tools. Arbitrary non-MCP REST wrappers require an external server. Sources: omnifact:omnifact:mcp-rev2.
- mcp_client — Can it use remote MCP servers, and with what admin control? [supported]: Remote HTTP MCP supports OAuth, APIkey, Bearer, customheader ornone. Destination validation blocks private/subnet/metadata endpoints by default. Sources: omnifact:omnifact:mcp-rev2.
- tool_auth — Do tools act as the user or as a shared account? [partial]: OAuth requires personal sign-in; static APIkey/Bearer/header/none is central and immediately available teamwide, with no current per-user/group permission for those types. Sources: omnifact:omnifact:mcp-rev2.
- tool_approval — Can admins approve or block tools, and can users confirm actions before they run? [partial]: Admins explicitly configure each tool as Always, Approval or Disable. Approval displays the exact request payload with Allow/Deny; later refresh adds new tools disabled. Initial-discovery default is unknown because setup and security sections disagree, so no safe or permissive initial default is asserted. Sources: omnifact:omnifact:mcp-rev2.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:web, omnifact:omnifact:retrieval, omnifact:omnifact:images, omnifact:omnifact:documents, omnifact:omnifact:integrations, omnifact:omnifact:mcp-rev2, omnifact:omnifact:groups-rev2

### AGT-03: Web search and deep research

Judgment rule: Record web search on/off control per organisation and group, search provider, citation of web sources, deep or multi-step research, and whether queries leave the residency boundary. Admins of regulated companies often need web search off.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: supported

Web search is policy-controlled and uses Bing outside the Microsoft 365 search-query boundary.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

- web_search — Is web search available? [supported]: Chat can ground answers in web search. Sources: microsoft-copilot:ms-chat-privacy.
- admin_toggle — Can admins disable it per organisation or group? [supported]: Allow web search can target the tenant, groups or users. Sources: microsoft-copilot:ms-manage.
- search_provider — Which search provider handles queries, and where? [supported]: Bing receives generated queries under separate data-handling terms; those queries are outside EUDB. Sources: microsoft-copilot:ms-chat-privacy.
- deep_research — Is multi-step research with a report available? [supported]: Researcher is included in paid Copilot; a report fixture was not run. Sources: microsoft-copilot:ms-price-us.
- web_citations — Are web sources cited? [supported]: Responses include web citations and show generated query details for 24 hours. Sources: microsoft-copilot:ms-chat-privacy.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-chat-privacy, microsoft-copilot:ms-manage, microsoft-copilot:ms-price-us

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Web research is cited and group-controlled; Brave handles public search.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- search_provider: DPA names Brave Software US as web-search processor; exact request-processing datacentre is not specified. Masked-sensitive queries are blocked before search.
- deep_research: Agents can perform multi-step browsing/research; no separately bounded Deep Research report product or benchmark was established.

- web_search — Is web search available? [supported]: Automatically triggered when needed or explicitly requested; URL reader caps2MB and excludes login/paywall/captcha pages. Sources: omnifact:omnifact:web.
- admin_toggle — Can admins disable it per organisation or group? [supported]: Groups grant web search/browsing additively; remove grant from Everyone/allgroups to disable for targeted users. Sources: omnifact:omnifact:groups.
- search_provider — Which search provider handles queries, and where? [partial]: DPA names Brave Software US as web-search processor; exact request-processing datacentre is not specified. Masked-sensitive queries are blocked before search. Sources: omnifact:omnifact:dpa, omnifact:omnifact:web.
- deep_research — Is multi-step research with a report available? [partial]: Agents can perform multi-step browsing/research; no separately bounded Deep Research report product or benchmark was established. Sources: omnifact:omnifact:changes, omnifact:omnifact:web.
- web_citations — Are web sources cited? [supported]: Numbered citations and original source links accompany search/browse results. Sources: omnifact:omnifact:web.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:web, omnifact:omnifact:groups, omnifact:omnifact:dpa, omnifact:omnifact:changes

### AGT-04: Workflows and automation

Judgment rule: Record no-code or low-code workflows, scheduled prompts, triggers from email, forms or business systems, and multi-step chains. Name where they run and who can build them. A shared prompt template is not a workflow.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Paid Copilot schedules prompts; advanced workflow authoring has separate Studio dependencies.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot paid work chat, Copilot Studio extension and agent builder, separate licensing where stated; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: event_triggers.
- Read each atomic answer for its plan, access and feature limits.

- workflow_builder — Is there a workflow or chain builder? [partial]: Agent Builder directs low-code actions and workflows to Copilot Studio. Sources: microsoft-copilot:ms-builder.
- scheduled_tasks — Can prompts or assistants run on a schedule? [supported]: Paid users can create up to ten scheduled prompts and manage their recurrence. Sources: microsoft-copilot:ms-schedule.
- event_triggers — Can external events start a workflow? [unknown]: Can external events start a workflow? Unverified after checking scheduled prompt and Agent Builder documentation; external-event trigger availability was not scoped.
- builder_audience — Is building aimed at business users, IT or developers? [supported]: Agent Builder uses natural-language configuration; Studio is the low-code extension route. Sources: microsoft-copilot:ms-builder.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-builder, microsoft-copilot:ms-schedule

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

External n8n nodes support automation; a native scheduled workflow builder is not established.

Availability: generally-available
Delivery: official-integration
Scope: surfaces=Omnifact hosted workspace, Omnifact Published Spaces, Public API and Enterprise AI Gateway, Omnifact document/chat CLI and XWiki sync; version=Public documentation checked 2026-10-21; plan=Pro/Enterprise Published Spaces/Documents API when enabled; AI Gateway nodes require Enterprise; external n8n runs separately; add_ons=External n8n community-node installation; customer-run scheduler/XWiki importer; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- These integrations are pinned README documentation, not executed or source-inspected implementation. A native Omnifact workflow builder/scheduler is not established.

- workflow_builder — Is there a workflow or chain builder? [partial]: Vendor-owned repository publishes n8n community nodes for Gateway completions/model list, Published Space chat and document CRUD. The visual builder is external n8n, not an established native Omnifact builder. Sources: omnifact:omnifact:n8n-nodes-omnifact-rev2.
- scheduled_tasks — Can prompts or assistants run on a schedule? [partial]: XWiki importer explicitly uses external cron/systemd/Kubernetes Cron Job. Native scheduled prompts/agents were not established. Sources: omnifact:omnifact:xwiki-sync-rev2.
- event_triggers — Can external events start a workflow? [unknown]: Can external events start a workflow? Unknown. Native schedule/webhook/event-trigger support was not established from docs, index, changelog and automation integrations.
- builder_audience — Is building aimed at business users, IT or developers? [partial]: n8n community-node/API integrations and CLI sync target technical integrators; Space instructions target business users. Sources: omnifact:omnifact:n8n-nodes-omnifact-rev2, omnifact:omnifact:create.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:n8n-nodes-omnifact-rev2, omnifact:omnifact:xwiki-sync-rev2, omnifact:omnifact:create

### AGT-05: Agentic task execution

Judgment rule: Record an agent mode that plans and carries out multi-step tasks with tools (browser, files, connectors), with visible steps, user confirmation of side effects and stop control. Run one fixture task (gather three documents, draft a summary, propose an email). Record interventions and what ran. A final claim of success is not proof.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Cowork documents multi-step tool execution with visible progress and user controls.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot paid work chat, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Paid Microsoft Copilot with Cowork enabled; add_ons=Qualifying Microsoft 365 licence, Enabled usage-based Cowork billing; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Documented behavior only; no three-document/email fixture or interventions were observed.

- agent_mode — Is there an agent mode for multi-step tasks? [supported]: Cowork handles multi-step work with enabled usage billing and a paid licence. Sources: microsoft-copilot:ms-cowork.
- visible_steps — Are steps and tool calls shown? [supported]: The interface exposes skill messages and tool steps. Sources: microsoft-copilot:ms-cowork.
- side_effect_confirmation — Must the user confirm actions with side effects? [supported]: Side effects require approval; users can allow similar actions for the current session. Sources: microsoft-copilot:ms-cowork.
- stop_control — Can the user stop a running task? [supported]: Users can pause immediately or after the current step, resume or cancel. Sources: microsoft-copilot:ms-cowork.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-cowork

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Agentic chat plans tools and streams progress with configurable approvals and Stop.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- visible_steps: Tool/search/retrieval progress and expandable reasoning show activity; exact full execution trace was not independently inspected.
- side_effect_confirmation: Curated actions wait for confirmation by default; admins choose Always/Approval/Disable. It is not unconditional confirmation for every write under all configurations.
- stop_control: Send becomes Stop while response generates; clicking halts generation. Cancellation of already committed external side effects is not established.

- agent_mode — Is there an agent mode for multi-step tasks? [supported]: August release rebuilt chat around multi-step agents with automatic tool selection; API optionally enables agentic workflow. Sources: omnifact:omnifact:changes, omnifact:omnifact:api-chat.
- visible_steps — Are steps and tool calls shown? [partial]: Tool/search/retrieval progress and expandable reasoning show activity; exact full execution trace was not independently inspected. Sources: omnifact:omnifact:select, omnifact:omnifact:retrieval, omnifact:omnifact:web.
- side_effect_confirmation — Must the user confirm actions with side effects? [partial]: Curated actions wait for confirmation by default; admins choose Always/Approval/Disable. It is not unconditional confirmation for every write under all configurations. Sources: omnifact:omnifact:directory, omnifact:omnifact:mcp.
- stop_control — Can the user stop a running task? [partial]: Send becomes Stop while response generates; clicking halts generation. Cancellation of already committed external side effects is not established. Sources: omnifact:omnifact:stop.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:changes, omnifact:omnifact:api-chat, omnifact:omnifact:select, omnifact:omnifact:retrieval, omnifact:omnifact:web, omnifact:omnifact:directory, omnifact:omnifact:mcp, omnifact:omnifact:stop

### AGT-06: Programmable access

Judgment rule: Record a public API for chat, assistants and knowledge, SDKs, API authentication, rate limits and whether API use counts against the same governance (audit, budgets, model restrictions). Being an MCP client is different from exposing the product over MCP.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

The Chat API and the Work IQ API public preview are separate programmable routes.

Availability: beta
Delivery: native
Scope: surfaces=Microsoft Copilot Chat API preview, Work IQ API public preview, MCP/A2A/REST; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Chat API preview requires the paid Copilot add-on per calling user; Work IQ MCP public-preview prerequisites unverified; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- API preview terms apply. This is a distinct API surface, not included Copilot Chat or an assertion of interactive/API feature parity. No API call was executed.
- Work IQ MCP is a roadmap-described public preview; no endpoint or API was invoked.

- chat_api — Is there an API for chat and assistants? [partial]: The preview text API is included for paid-add-on users; unlicensed users are explicitly excluded. It supports work/web grounding but not code interpreter, graphic art, action skills or long-running tasks. Sources: microsoft-copilot:ms-chat-api-r2.
- knowledge_api — Can documents be loaded through an API? [partial]: Separately configured synced content can be ingested through Graph connector APIs for licensed grounding; this does not establish a complete workspace knowledge-management API. Sources: microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-connector-license-r2.
- api_governance — Do audit, budgets and model rules apply to API use? [partial]: The Chat API retains source-permission/compliance boundaries; full budget/audit parity was not independently tested. Sources: microsoft-copilot:ms-chat-api-r2.
- mcp_server — Does the product expose itself to other agents over MCP? [partial]: Microsoft advertises Work IQ API public preview with MCP, A2A and REST access to work context. Endpoint, authentication and plan details were not verified; this does not make the separate Copilot Chat API an MCP server. Sources: microsoft-copilot:microsoft-copilot:r4-roadmap-work-iq.

Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25.

Sources: microsoft-copilot:ms-chat-api-r2, microsoft-copilot:ms-connectors-r2, microsoft-copilot:ms-connector-license-r2, microsoft-copilot:microsoft-copilot:r4-roadmap-work-iq

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Spaces/document API and Enterprise Gateway use organization keys with different filtering/credit behavior.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact Published Spaces, Public API and Enterprise AI Gateway; version=Public documentation checked 2026-10-21; plan=Pro published Spaces advertised but support enablement needed; Gateway Enterprise opt-in; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- chat_api: Published Spaces chat JSON/SSE with source/agentic headers; Enterprise Gateway OpenAI-compatible completions. Gateway V1 explicitly lacks tool calls and structured outputs.
- knowledge_api: Document upload, list, inspect, rename/delete with Space scope and async ingestion; no agent-configuration CRUD endpoint established.
- api_governance: Org-level revocable key, enabled-modelcontrols and shared credit budget apply. Gateway hard-stops on exhaustion; Published Space API disables Privacy Filter. Fine-grained API-key scopes/end-user identities/audit parity were not established.
- Unverified mcp_server: No first-party Omnifact MCP server exposing platform agents was established; inbound MCP client integrations are distinct.

- chat_api — Is there an API for chat and assistants? [partial]: Published Spaces chat JSON/SSE with source/agentic headers; Enterprise Gateway OpenAI-compatible completions. Gateway V1 explicitly lacks tool calls and structured outputs. Sources: omnifact:omnifact:api-chat, omnifact:omnifact:gateway.
- knowledge_api — Can documents be loaded through an API? [partial]: Document upload, list, inspect, rename/delete with Space scope and async ingestion; no agent-configuration CRUD endpoint established. Sources: omnifact:omnifact:api-docs.
- api_governance — Do audit, budgets and model rules apply to API use? [partial]: Org-level revocable key, enabled-modelcontrols and shared credit budget apply. Gateway hard-stops on exhaustion; Published Space API disables Privacy Filter. Fine-grained API-key scopes/end-user identities/audit parity were not established. Sources: omnifact:omnifact:developer, omnifact:omnifact:gateway, omnifact:omnifact:published, omnifact:omnifact:model-settings.
- mcp_server — Does the product expose itself to other agents over MCP? [unknown]: Does the product expose itself to other agents over MCP? Unknown. No first-party Omnifact MCP server exposing platform agents was established; inbound MCP client integrations are distinct.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:api-chat, omnifact:omnifact:gateway, omnifact:omnifact:api-docs, omnifact:omnifact:developer, omnifact:omnifact:published, omnifact:omnifact:model-settings

## Daily work

### WORK-01: Clients and access points

Judgment rule: List web, desktop (Windows, macOS), iOS, Android, mobile browser and browser extension separately. For each, record login with company SSO, feature gaps against web, and MDM/Intune deployability. An installable app is different from a mobile website.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Web and native access are documented, with authoring gaps on mobile.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Windows MDM deployment is documented; full mobile deployment/configuration parity was not tested.

- web — Is a full web client available? [supported]: The browser client is available for paid Copilot and Copilot Chat. Sources: microsoft-copilot:ms-price-us.
- desktop_apps — Windows and macOS apps? [supported]: Cowork documentation lists Windows and macOS Copilot clients. Sources: microsoft-copilot:ms-cowork.
- mobile_apps — iOS and Android apps with SSO? [partial]: Cowork lists iPhone and Android apps under the licensed account; mobile SSO was not trialled. Sources: microsoft-copilot:ms-cowork.
- browser_extension — Is there a browser extension or sidebar? [partial]: Copilot is available in the Edge sidebar; this does not establish a separate third-party browser extension. Sources: microsoft-copilot:ms-chat-usage.
- managed_deployment — Can IT deploy and configure clients through MDM? [supported]: For Windows, IT can distribute the Copilot executable through Intune, Configuration Manager, Group Policy or another MDM and control automatic installation. EEA, government and channel exclusions apply to automatic installation; full mobile policy parity was not tested. Sources: microsoft-copilot:microsoft-copilot:r4-mdm-deployment.
- client_feature_gaps — Which features are missing on mobile? [partial]: Agent Builder is unavailable on mobile; other feature differences vary by release. Sources: microsoft-copilot:ms-builder.

Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25.

Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-cowork, microsoft-copilot:ms-chat-usage, microsoft-copilot:ms-builder, microsoft-copilot:microsoft-copilot:r4-mdm-deployment

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Browser and mobile web access are advertised; native and managed clients remain unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- mobile_apps: Pricing lists Mobile Web App and model picker adapts to small screens; no native i OS/Android app with SSO was established.
- client_feature_gaps: Mobile effort picker is inline rather than flyout; broader mobile feature parity is not specified.
- Unverified desktop_apps, browser_extension, managed_deployment: No verified Windows/mac OS native app, browser extension/sidebar or MDM client rollout guide was found. Vendor internal MDM in DPA is not customer client deployment.

- web — Is a full web client available? [supported]: Full Saa S browser client provides chat and Spaces. Sources: omnifact:omnifact:home.
- desktop_apps — Windows and macOS apps? [unknown]: Windows and mac OS apps? Unknown. No verified Windows/mac OS native app, browser extension/sidebar or MDM client rollout guide was found. Vendor internal MDM in DPA is not customer client deployment.
- mobile_apps — iOS and Android apps with SSO? [partial]: Pricing lists Mobile Web App and model picker adapts to small screens; no native i OS/Android app with SSO was established. Sources: omnifact:omnifact:pricing, omnifact:omnifact:select.
- browser_extension — Is there a browser extension or sidebar? [unknown]: Is there a browser extension or sidebar? Unknown. No verified Windows/mac OS native app, browser extension/sidebar or MDM client rollout guide was found. Vendor internal MDM in DPA is not customer client deployment.
- managed_deployment — Can IT deploy and configure clients through MDM? [unknown]: Can IT deploy and configure clients through MDM? Unknown. No verified Windows/mac OS native app, browser extension/sidebar or MDM client rollout guide was found. Vendor internal MDM in DPA is not customer client deployment.
- client_feature_gaps — Which features are missing on mobile? [partial]: Mobile effort picker is inline rather than flyout; broader mobile feature parity is not specified. Sources: omnifact:omnifact:select.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:home, omnifact:omnifact:pricing, omnifact:omnifact:select

### WORK-02: Office suite and Teams integration

Judgment rule: Record presence inside Word, Excel, PowerPoint, Outlook and Teams (and Google Docs, Gmail), with what the assistant can do in each: read the open document, write into it, act on mail. Record extra licences and admin consent needed. A connector that searches Office files is KNOW-03, not WORK-02.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

The paid offering works inside Microsoft 365 apps; Chat has narrower contextual access.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: google_workspace_apps.

- word_excel_powerpoint — Does it work inside Word, Excel and PowerPoint? [supported]: Paid Copilot is integrated in Word, Excel and PowerPoint; Chat open-content interactions are narrower. Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-chat-privacy.
- outlook — Does it work inside Outlook? [supported]: Chat in Outlook can use the user mailbox/calendar and a limited set of accessible files. Sources: microsoft-copilot:ms-chat-privacy.
- teams — Is there a Teams app or bot? [supported]: Paid Copilot includes Teams; the Chat entry point also appears in Teams. Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-chat-usage.
- google_workspace_apps — Does it work inside Docs, Sheets or Gmail? [unknown]: Does it work inside Docs, Sheets or Gmail? Unverified after checking pricing, Chat organizational-data and deployment documentation; native Google Workspace editing integrations not established.
- licence_prerequisites — Which licences or consents are needed? [supported]: Paid Copilot requires an eligible M365 base licence; compliance capabilities may need further entitlements. Sources: microsoft-copilot:ms-setup.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-chat-privacy, microsoft-copilot:ms-chat-usage, microsoft-copilot:ms-setup

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Office files and live Google connectors exist; embedded office/Teams apps are unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- word_excel_powerpoint: Generates DOCX/XLSX/PPTX and modifies uploaded files, but this does not establish in-Word/Excel/Power Point add-ins.
- google_workspace_apps: Google Docs/Sheets/Slides/Gmail/Calendar/Chat MCP actions run from Omnifact after personal OAuth; embedded add-ons were not established.
- licence_prerequisites: Microsoft document access may require tenantwide admin consent; all OAuth integrations need individual authorized source accounts and third-party entitlements. Exact office-suite licence matrix not established.
- Unverified outlook, teams: No current native Outlook add-in or Teams chat app/bot was established in documentation/catalogue.

- word_excel_powerpoint — Does it work inside Word, Excel and PowerPoint? [partial]: Generates DOCX/XLSX/PPTX and modifies uploaded files, but this does not establish in-Word/Excel/Power Point add-ins. Sources: omnifact:omnifact:documents.
- outlook — Does it work inside Outlook? [unknown]: Does it work inside Outlook? Unknown. No current native Outlook add-in or Teams chat app/bot was established in documentation/catalogue.
- teams — Is there a Teams app or bot? [unknown]: Is there a Teams app or bot? Unknown. No current native Outlook add-in or Teams chat app/bot was established in documentation/catalogue.
- google_workspace_apps — Does it work inside Docs, Sheets or Gmail? [partial]: Google Docs/Sheets/Slides/Gmail/Calendar/Chat MCP actions run from Omnifact after personal OAuth; embedded add-ons were not established. Sources: omnifact:omnifact:integrations.
- licence_prerequisites — Which licences or consents are needed? [partial]: Microsoft document access may require tenantwide admin consent; all OAuth integrations need individual authorized source accounts and third-party entitlements. Exact office-suite licence matrix not established. Sources: omnifact:omnifact:sync, omnifact:omnifact:integrations.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:documents, omnifact:omnifact:integrations, omnifact:omnifact:sync

### WORK-03: Translation and writing

Judgment rule: Record document translation preserving layout, the translation engine (LLM or dedicated such as DeepL), glossaries, formality control, supported languages including Swiss German conventions (no ß), and rewriting/proofreading tools. Translate the shared German contract into French and Italian and record layout and glossary results.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Copilot Chat can translate referenced document text and accept tone/audience instructions. Format-preserving Word Translator and SharePoint glossary translation are separately scoped workflows.

Availability: generally-available
Delivery: native
Scope: surfaces=Copilot in Microsoft 365 apps and Teams, Microsoft Copilot paid work chat; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Commercial Microsoft Copilot add-on for Word writing examples; general work-chat prompts where the support guide explicitly applies; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Copilot’s prompted translation does not establish preserved page/table layout or a managed corporate glossary.
- Word Translator is a separate base-app command; SharePoint/OneDrive glossary translation is separately metered document processing requiring Azure billing and permissions.
- No shared translation/glossary/Swiss-language fixture or complete dedicated-engine specification was verified.

- document_translation — Can whole documents be translated with formatting kept? [partial]: Copilot Chat documents translation of attached or referenced file content. Microsoft separately documents Word Translator creating a formatted translated copy; that is a Word command, not a Copilot Chat formatting guarantee. No DE-to-FR/IT layout fixture was run. Sources: microsoft-copilot:microsoft-copilot:r5-chat-translation, microsoft-copilot:microsoft-copilot:r5-word-translation-boundary.
- translation_engine — Which engine translates? [unknown]: Unresolved on 2026-10-26. Re-read https://support.microsoft.com/en-us/microsoft-365-copilot/translate-files-into-another-language-in-microsoft-365-copilot-chat and https://word.cloud.microsoft/create/en/blog/how-to-translate-documents-in-word/ . The latter identifies Word Translator as a separate formatting-preserving command and Copilot as a drafting/rewriting route, but does not specify a dedicated Copilot translation engine/model contract. No engine was inferred from the separate Word/SharePoint services.
- glossaries — Are company glossaries supported? [unknown]: Unresolved on 2026-10-26. Re-read the Copilot translation support page and https://learn.microsoft.com/en-us/microsoft-365/documentprocessing/translation-glossary?view=o365-worldwide plus https://learn.microsoft.com/en-us/microsoft-365/documentprocessing/syntex-azure-billing?view=o365-worldwide . SharePoint supports glossary files in separately metered document processing; a maintained glossary enforced by Copilot Chat/Word prompts or included with a Copilot seat was not established. No glossary fixture was run.
- formality_and_variants — Can formality and regional variants (de-CH) be set? [partial]: Official Copilot examples accept tone/style/country and region-specific wording instructions, including refining translated Word content. A deterministic de-CH preset, terminology enforcement and dialect-quality result were not established. Sources: microsoft-copilot:microsoft-copilot:r5-chat-translation, microsoft-copilot:microsoft-copilot:r5-word-translation-boundary.
- writing_tools — Are dedicated rewrite and proofreading tools available? [partial]: The direct support guide documents drafting from prompts and Word paragraph rewriting; work-data-grounded prompts require the commercial Copilot subscription. Sources: microsoft-copilot:ms-writing-r2.

Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25.

Sources: microsoft-copilot:ms-writing-r2, microsoft-copilot:microsoft-copilot:r5-chat-translation, microsoft-copilot:microsoft-copilot:r5-word-translation-boundary, microsoft-copilot:microsoft-copilot:r5-sharepoint-translation, microsoft-copilot:microsoft-copilot:r5-sharepoint-glossary, microsoft-copilot:microsoft-copilot:r5-sharepoint-metering

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Persistent style instructions support writing; specialized document translation is unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- formality_and_variants: Personal response instructions can request formal/casual tone and style. Specific de-CH controls or terminology enforcement were not documented.
- writing_tools: Chat supports drafting and rewriting via instructions and document generation; a dedicated proofreading/translation toolbar was not established.
- Unverified document_translation, translation_engine, glossaries: Formatting-preserving full-document translation, named engine and company glossary were not established in docs, model catalogue or integrations.

- document_translation — Can whole documents be translated with formatting kept? [unknown]: Can whole documents be translated with formatting kept? Unknown. Formatting-preserving full-document translation, named engine and company glossary were not established in docs, model catalogue or integrations.
- translation_engine — Which engine translates? [unknown]: Which engine translates? Unknown. Formatting-preserving full-document translation, named engine and company glossary were not established in docs, model catalogue or integrations.
- glossaries — Are company glossaries supported? [unknown]: Are company glossaries supported? Unknown. Formatting-preserving full-document translation, named engine and company glossary were not established in docs, model catalogue or integrations.
- formality_and_variants — Can formality and regional variants (de-CH) be set? [partial]: Personal response instructions can request formal/casual tone and style. Specific de-CH controls or terminology enforcement were not documented. Sources: omnifact:omnifact:account.
- writing_tools — Are dedicated rewrite and proofreading tools available? [partial]: Chat supports drafting and rewriting via instructions and document generation; a dedicated proofreading/translation toolbar was not established. Sources: omnifact:omnifact:account, omnifact:omnifact:documents.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:account, omnifact:omnifact:documents

### WORK-04: Image generation and editing

Judgment rule: Record available image models, editing (inpainting, reference images), admin control and per-image cost visibility, and licence or usage terms for generated images.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Image generation and an administrator restriction are documented. General output ownership terms apply; editing and image-model-specific rights remain incomplete.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Image editing remains unverified.
- Administrator image-generation controls are documented; full image-model-specific output rights remain unverified.

- image_generation — Can users generate images, with which models? [partial]: Create/image generation appears in Chat and paid offerings; the current image-model mapping was not established. Sources: microsoft-copilot:ms-price-us.
- image_editing — Can users edit uploaded images? [unknown]: Can users edit uploaded images? Unverified after checking Copilot commercial comparison and release notes; current editing, model-specific cost, image policy and output licence terms not fully retrieved.
- admin_control — Can admins restrict image generation? [supported]: An authorized administrator can allow or prevent supported image generation under Copilot Settings. Availability depends on the tenant licence, enabled features and rollout; group-level behavior was not tested. Sources: microsoft-copilot:microsoft-copilot:r4-image-admin.
- usage_terms — What usage rights apply to output? [partial]: The commercial Generative AI Product Terms treat output as Customer Data and state Microsoft does not own it. A complete image-model-specific rights or third-party restriction matrix was not verified. Sources: microsoft-copilot:microsoft-copilot:r4-online-service-terms.

Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25.

Sources: microsoft-copilot:ms-price-us, microsoft-copilot:microsoft-copilot:r4-image-admin, microsoft-copilot:microsoft-copilot:r4-online-service-terms

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Image generation and edits use configured OpenAI/Google models under group permission.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- image_generation: Model Settings lists GPTImage2/1.5/1/1Mini, Nano Banana/Pro/2; September notes add GPTImage2.5Flare/Sunburst and October Nano Banana2.1 direct Google. EU generation remains Nano Banana2 because2.1 is not on Google Cloud EU.
- admin_control: Generate Images is group-granted; model enablement/default is organization-wide. Image/audio contents bypass PII masking and retain route constraints.
- Unverified usage_terms: Model-specific output licence/commercial rights were not established; general software rights do not define image-output ownership.

- image_generation — Can users generate images, with which models? [partial]: Model Settings lists GPTImage2/1.5/1/1Mini, Nano Banana/Pro/2; September notes add GPTImage2.5Flare/Sunburst and October Nano Banana2.1 direct Google. EU generation remains Nano Banana2 because2.1 is not on Google Cloud EU. Sources: omnifact:omnifact:model-settings, omnifact:omnifact:changes.
- image_editing — Can users edit uploaded images? [supported]: Uploaded reference images can be transformed with text instructions; results appear in gallery and download. Sources: omnifact:omnifact:images.
- admin_control — Can admins restrict image generation? [partial]: Generate Images is group-granted; model enablement/default is organization-wide. Image/audio contents bypass PII masking and retain route constraints. Sources: omnifact:omnifact:groups, omnifact:omnifact:model-settings, omnifact:omnifact:privacy.
- usage_terms — What usage rights apply to output? [unknown]: What usage rights apply to output? Unknown. Model-specific output licence/commercial rights were not established; general software rights do not define image-output ownership.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:model-settings, omnifact:omnifact:changes, omnifact:omnifact:images, omnifact:omnifact:groups, omnifact:omnifact:privacy

### WORK-05: Voice and meetings

Judgment rule: Record dictation, read-aloud, live voice conversation, meeting transcription and summarisation, supported languages including Swiss German speech, and where audio is processed.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Work-account dictation, read-aloud and live voice are documented with availability limits.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: meeting_summaries, swiss_german_speech.
- Read each atomic answer for its plan, access and feature limits.

- dictation — Can users dictate prompts? [supported]: Work/school dictation sends speech to Microsoft for transcription without retaining dictation audio. Sources: microsoft-copilot:ms-voice.
- read_aloud — Can answers be read aloud? [supported]: Read-aloud uses client-side text-to-speech. Sources: microsoft-copilot:ms-voice.
- voice_conversation — Is a live voice mode available? [partial]: Live voice is documented for work/school accounts, subject to subscription and region; feedback audio is removed after 48 hours. Sources: microsoft-copilot:ms-voice.
- meeting_summaries — Are meetings transcribed and summarised? [unknown]: Are meetings transcribed and summarised? Unverified after checking Copilot Voice and work-language pages; meeting transcription prerequisites and Swiss German dialect recognition not tested or established.
- swiss_german_speech — Is Swiss German speech recognised? [unknown]: Is Swiss German speech recognised? Unverified after checking Copilot Voice and work-language pages; meeting transcription prerequisites and Swiss German dialect recognition not tested or established.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-voice

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Experimental dictation/audio input exists; meeting bot/live voice coverage is unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- dictation: Experimental Dictate Messages requires enabled Azure OpenAI; audio bypasses filtering and speech is converted to text.
- meeting_summaries: Uploaded meeting transcripts can be summarized and Zoom integration searches/recaps recordings; no native automatic meeting-joining/transcription bot was established.
- Unverified read_aloud, voice_conversation, swiss_german_speech: No live voice conversation, read-aloud capability or Swiss German recognition/quality fixture was established.

- dictation — Can users dictate prompts? [partial]: Experimental Dictate Messages requires enabled Azure OpenAI; audio bypasses filtering and speech is converted to text. Sources: omnifact:omnifact:groups.
- read_aloud — Can answers be read aloud? [unknown]: Can answers be read aloud? Unknown. No live voice conversation, read-aloud capability or Swiss German recognition/quality fixture was established.
- voice_conversation — Is a live voice mode available? [unknown]: Is a live voice mode available? Unknown. No live voice conversation, read-aloud capability or Swiss German recognition/quality fixture was established.
- meeting_summaries — Are meetings transcribed and summarised? [partial]: Uploaded meeting transcripts can be summarized and Zoom integration searches/recaps recordings; no native automatic meeting-joining/transcription bot was established. Sources: omnifact:omnifact:directory, omnifact:omnifact:documents.
- swiss_german_speech — Is Swiss German speech recognised? [unknown]: Is Swiss German speech recognised? Unknown. No live voice conversation, read-aloud capability or Swiss German recognition/quality fixture was established.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:groups, omnifact:omnifact:directory, omnifact:omnifact:documents

### WORK-06: Data analysis and document output

Judgment rule: Record code execution for data analysis, charts, and generation of downloadable Word, Excel, PowerPoint and PDF files. Analyse the fixture Excel and request a PowerPoint summary. Record where code runs and whether files are editable.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Python execution and downloadable Office files are documented.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Paid Microsoft Copilot with code interpreter/eligible Agent Builder agents; generated Word/Excel/PowerPoint files as documented for Chat; add_ons=Eligible Microsoft 365 base subscription, Paid Microsoft Copilot add-on; called Microsoft 365 Copilot in some source pages, Source-service credentials/subscriptions and Purview entitlements where required; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- No analysis entitlement is inferred for every included-Chat client. Scope uses the paid Copilot code path explicitly named by the security architecture.
- No spreadsheet/formula or editable-PowerPoint fixture was run. Notebook instruction sharing is not counted as an output canvas.

- data_analysis — Can it analyse spreadsheets with executed code? [supported]: In the paid Copilot/eligible agent code-interpreter path, LLM-generated Python runs in isolated Azure VMs with no network traffic. Sources: microsoft-copilot:ms-code-r2.
- charts — Can it produce charts? [supported]: The same paid code-interpreter path can generate data visualizations. Sources: microsoft-copilot:ms-code-r2.
- office_file_output — Can it create Word, Excel or PowerPoint files? [supported]: Chat's Word/Excel/PowerPoint agents generate files: Word/Excel download; PowerPoint uses OneDrive when available, otherwise download. Sources: microsoft-copilot:ms-chat-privacy-r2.
- canvas_editing — Is there a document or canvas editor for iterating on output? [unknown]: Notebook instruction editing does not establish an editor for generated output. Output-canvas behavior remains unverified after checking code-interpreter, file-generation and notebook instruction documentation.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-code-r2, microsoft-copilot:ms-chat-privacy-r2

#### Omnifact

Verification status: No public information found (not-published)
Support: not-published

We found no public information on this. A missing finding is not evidence that the product lacks the capability.

### WORK-07: Sharing and team spaces

Judgment rule: Record chat sharing (link, user, group), shared projects or team spaces, channels or group chat with AI, and commenting. Test sharing a chat with a colleague in another group and record what the recipient sees, including knowledge they lack access to.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Shared notebooks and agents are documented; chat-sharing boundaries remain untested.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: share_chats, group_chat, share_permission_boundary.

- share_chats — Can chats be shared inside the organisation? [unknown]: Can chats be shared inside the organisation? Unverified after checking notebook sharing and Agent Builder limitations; no cross-group chat-sharing or group-chat test.
- team_spaces — Are shared projects or workspaces available? [supported]: Users can collaborate on shared notebooks and share agents. Sources: microsoft-copilot:ms-notebook-instructions, microsoft-copilot:ms-agents.
- group_chat — Can several people chat together with the AI? [unknown]: Can several people chat together with the AI? Unverified after checking notebook sharing and Agent Builder limitations; no cross-group chat-sharing or group-chat test.
- share_permission_boundary — Does sharing respect the recipient's access to sources? [unknown]: Does sharing respect the recipient's access to sources? Unverified after checking notebook sharing and Agent Builder limitations; no cross-group chat-sharing or group-chat test.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-notebook-instructions, microsoft-copilot:ms-agents

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Shared Spaces organize agents/knowledge; multi-user conversations and complete source-safe redistribution are unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- share_permission_boundary: Space members can see referenced uploaded knowledge. Personal OAuth MCP follows each source account, but Space source-ACL rechecking and generated-answer resharing boundaries were not tested.
- Unverified share_chats, group_chat: Sharing individual chat links and simultaneous group conversation were not explicitly established; shared Space access alone is insufficient evidence.

- share_chats — Can chats be shared inside the organisation? [unknown]: Can chats be shared inside the organisation? Unknown. Sharing individual chat links and simultaneous group conversation were not explicitly established; shared Space access alone is insufficient evidence.
- team_spaces — Are shared projects or workspaces available? [supported]: Space instructions, knowledge and membership are shared with users/groups; conversations remain organized under the Space. Sources: omnifact:omnifact:spaces, omnifact:omnifact:share.
- group_chat — Can several people chat together with the AI? [unknown]: Can several people chat together with the AI? Unknown. Sharing individual chat links and simultaneous group conversation were not explicitly established; shared Space access alone is insufficient evidence.
- share_permission_boundary — Does sharing respect the recipient's access to sources? [partial]: Space members can see referenced uploaded knowledge. Personal OAuth MCP follows each source account, but Space source-ACL rechecking and generated-answer resharing boundaries were not tested. Sources: omnifact:omnifact:share, omnifact:omnifact:mcp, omnifact:omnifact:sync.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:spaces, omnifact:omnifact:share, omnifact:omnifact:mcp, omnifact:omnifact:sync

### WORK-08: Interface languages and accessibility

Judgment rule: Record UI languages, focusing on German, French, Italian and English, with translation quality observed (complete, partial, machine-translated). Record response language handling and WCAG conformance statements.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Microsoft lists the target European languages; naturalness and conformance remain unchecked.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Localization availability is documented; linguistic quality was not observed.

- ui_languages — Which UI languages are offered? [supported]: Microsoft lists English, German, French and Italian among supported work languages and states localization. Sources: microsoft-copilot:ms-language.
- dach_language_quality — Are German, French and Italian UIs complete and natural? [unknown]: Are German, French and Italian UIs complete and natural? Unverified after checking supported-language page; no localized UI inspection, admin-language pass or product-specific WCAG report.
- accessibility_statement — Is there a WCAG conformance statement? [unknown]: Is there a WCAG conformance statement? Unverified after checking supported-language page; no localized UI inspection, admin-language pass or product-specific WCAG report.
- admin_ui_languages — Is the admin interface available in German? [unknown]: Is the admin interface available in German? Unverified after checking supported-language page; no localized UI inspection, admin-language pass or product-specific WCAG report.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-language

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

English and German UI are documented; language quality and accessibility are untested.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- admin_ui_languages: A separate German admin documentation tree is published; this does not verify complete German in-app admin translation.
- Unverified dach_language_quality, accessibility_statement: No DE/FR/IT UI-quality fixture or WCAG conformance statement was obtained. French/Italian UI is not in the documented EN/DE selector.

- ui_languages — Which UI languages are offered? [supported]: Account language selector offers English/German, otherwise browser-language default. Sources: omnifact:omnifact:account.
- dach_language_quality — Are German, French and Italian UIs complete and natural? [unknown]: Are German, French and Italian UIs complete and natural? Unknown. No DE/FR/IT UI-quality fixture or WCAG conformance statement was obtained. French/Italian UI is not in the documented EN/DE selector.
- accessibility_statement — Is there a WCAG conformance statement? [unknown]: Is there a WCAG conformance statement? Unknown. No DE/FR/IT UI-quality fixture or WCAG conformance statement was obtained. French/Italian UI is not in the documented EN/DE selector.
- admin_ui_languages — Is the admin interface available in German? [partial]: A separate German admin documentation tree is published; this does not verify complete German in-app admin translation. Sources: omnifact:omnifact:account.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:account

## Administration and governance

### ADM-01: Single sign-on and authentication

Judgment rule: Record SAML, OIDC, Microsoft Entra ID, Google, LDAP, MFA enforcement, conditional-access compatibility, domain verification and plan restrictions. Test one SSO login on a trial where possible.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Microsoft 365 identity, MFA and conditional-access setup are documented.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: domain_capture.
- Read each atomic answer for its plan, access and feature limits.

- sso_protocols — Which SSO protocols and identity providers work? [partial]: Copilot uses Microsoft 365/Entra work accounts; exact application protocol and direct LDAP alternatives were not verified. Sources: microsoft-copilot:ms-price-us.
- sso_plan — Which plan includes SSO? [supported]: Chat requires an eligible M365 account; paid access adds a Copilot licence. Sources: microsoft-copilot:ms-price-us.
- mfa — Can MFA be enforced? [supported]: Deployment guidance documents enforcing MFA through Entra policies. Sources: microsoft-copilot:ms-setup.
- conditional_access — Do Entra conditional-access policies apply? [partial]: Setup guidance documents conditional access, including SharePoint tenant-level policies. Sources: microsoft-copilot:ms-setup.
- domain_capture — Can the company claim its email domain? [unknown]: Can the company claim its email domain? Unverified after checking Copilot licence and deployment guidance; no trial SSO login or domain-claim test.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-setup

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Enterprise SAML2.0 uses identity-provider MFA and conditional-access policies; nativeTOTP entitlement is outside this finding.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Enterprise SAML/SSO only; nativeTOTP entitlement excluded; add_ons=Enterprise SSO enablement; identity-provider MFA/conditional access; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- The supported MFA path here is the Enterprise identity provider. Native password/TOTP accounts require separate plan verification.

- sso_protocols — Which SSO protocols and identity providers work? [supported]: SAML2.0 via SSO Ready; Entra ID, Okta, Keycloak and SAML-compatible Id Ps. OIDC was not established. Sources: omnifact:omnifact:users, omnifact:omnifact:sso-blog, omnifact:omnifact:public-sector.
- sso_plan — Which plan includes SSO? [supported]: SSO/SCIM exclusive to Enterprise and support-enabled configuration. Sources: omnifact:omnifact:users.
- mfa — Can MFA be enforced? [partial]: For Enterprise SAML/SSO users, authentication and MFA are controlled by the identity provider; Omnifact native2FA setup is hidden. No nativeTOTP entitlement for Pro or Enterprise is asserted. Sources: omnifact:omnifact:security-rev2, omnifact:omnifact:sso-blog.
- conditional_access — Do Entra conditional-access policies apply? [partial]: SSO announcement says existing Id P conditional access/MFA/password rules apply; Entra device/location combinations were not tested. Sources: omnifact:omnifact:sso-blog.
- domain_capture — Can the company claim its email domain? [unknown]: Can the company claim its email domain? Unknown. No verified company-domain capture/ownership process was established.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:users, omnifact:omnifact:sso-blog, omnifact:omnifact:public-sector, omnifact:omnifact:security-rev2, omnifact:omnifact:auth

### ADM-02: User provisioning and lifecycle

Judgment rule: Record SCIM, just-in-time provisioning, group sync from the identity provider, deprovisioning effects (chats, assistants, knowledge ownership transfer) and licence assignment. Deprovision a test user and record what happens to their content.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Seat assignment is tenant-managed; provisioning and content-transfer details remain open.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: scim, group_sync, jit_provisioning, deprovisioning.

- scim — Is SCIM provisioning supported? [unknown]: Is SCIM provisioning supported? Unverified after checking Microsoft Copilot setup; SCIM/JIT, group provisioning and leaver asset transfer were not separately documented or tested.
- group_sync — Are identity-provider groups synced? [unknown]: Are identity-provider groups synced? Unverified after checking Microsoft Copilot setup; SCIM/JIT, group provisioning and leaver asset transfer were not separately documented or tested.
- jit_provisioning — Are users created at first login? [unknown]: Are users created at first login? Unverified after checking Microsoft Copilot setup; SCIM/JIT, group provisioning and leaver asset transfer were not separately documented or tested.
- deprovisioning — What happens to a removed user's data and shared assets? [unknown]: What happens to a removed user's data and shared assets? Unverified after checking Microsoft Copilot setup; SCIM/JIT, group provisioning and leaver asset transfer were not separately documented or tested.
- seat_assignment — Can admins assign and reclaim seats? [supported]: M365 administrators assign purchased Copilot licences to users. Sources: microsoft-copilot:ms-setup.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-setup

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Enterprise SCIM synchronizes users/groups; deactivation blocks login while detailed asset disposition remains unknown.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- jit_provisioning: Provisioned status includes SSO/SCIM-created accounts before first login; invitations are skipped for SSO. Exact just-in-time account trigger not specified.
- deprovisioning: Deactivated users cannot log in; only unaccepted invitees can be permanently deleted from user list. Space removal keeps prior contributions; full leaver private data/agent ownership effects unspecified.
- seat_assignment: Active and invited users count as seats; adding prorates cost, removal credits next invoice. Deactivated-seat billing treatment not fully specified.

- scim — Is SCIM provisioning supported? [supported]: Dedicated sso-sync creates, updates anddeactivates users automatically; manual creation/profile/role/CSV changes are locked under SCIM. Sources: omnifact:omnifact:users.
- group_sync — Are identity-provider groups synced? [supported]: Entra, Okta or Google Workspace groups mirror into immutable-membership Synced Groups with Omnifact-managed permissions. Sources: omnifact:omnifact:groups.
- jit_provisioning — Are users created at first login? [partial]: Provisioned status includes SSO/SCIM-created accounts before first login; invitations are skipped for SSO. Exact just-in-time account trigger not specified. Sources: omnifact:omnifact:users.
- deprovisioning — What happens to a removed user's data and shared assets? [partial]: Deactivated users cannot log in; only unaccepted invitees can be permanently deleted from user list. Space removal keeps prior contributions; full leaver private data/agent ownership effects unspecified. Sources: omnifact:omnifact:users, omnifact:omnifact:share.
- seat_assignment — Can admins assign and reclaim seats? [partial]: Active and invited users count as seats; adding prorates cost, removal credits next invoice. Deactivated-seat billing treatment not fully specified. Sources: omnifact:omnifact:billing.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:users, omnifact:omnifact:groups, omnifact:omnifact:share, omnifact:omnifact:billing

### ADM-03: Roles, groups and feature permissions

Judgment rule: Record admin roles, delegated admins, groups, per-feature permissions (web search, image generation, connectors, file upload, agents), separation of subsidiaries or departments, and enforcement. Test one disabled feature for one group.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Administrative roles and selected group-targeted controls are documented.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- No disabled-feature test with two groups was performed.

- admin_roles — Which admin roles exist, and can admin rights be delegated? [supported]: M365, SharePoint, Purview and billing functions use distinct administrator roles. Sources: microsoft-copilot:ms-setup, microsoft-copilot:ms-cost-setup.
- groups — Can permissions be set per group? [supported]: Web-search and Anthropic settings can target groups. Sources: microsoft-copilot:ms-manage, microsoft-copilot:ms-anthropic.
- feature_toggles — Which features can be switched on or off per group? [partial]: Admins control web search and Agent Builder; Anthropic access has separate user/group controls. Sources: microsoft-copilot:ms-manage, microsoft-copilot:ms-builder, microsoft-copilot:ms-anthropic.
- multi_entity — Can subsidiaries or departments be separated within one contract? [unknown]: Can subsidiaries or departments be separated within one contract? Unverified after checking Copilot admin controls; complete feature-by-group and subsidiary isolation behavior not tested.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-setup, microsoft-copilot:ms-cost-setup, microsoft-copilot:ms-manage, microsoft-copilot:ms-anthropic, microsoft-copilot:ms-builder

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Owner/Admin/Member and Space roles combine with additive groups.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- multi_entity: Organization tenant separation and department Space/group boundaries are described; terms prohibit multiple accounts for one company and usage beyond own personnel without agreement. Multi-subsidiary contract rights were not established.

- admin_roles — Which admin roles exist, and can admin rights be delegated? [supported]: Owner includes Admin/Member, Admin includes Member; Admin manages team users/settings except Owner. Space Admin/Editor is separate, with optional Knowledge Base Manager in DPA. Sources: omnifact:omnifact:users, omnifact:omnifact:share, omnifact:omnifact:dpa.
- groups — Can permissions be set per group? [supported]: Everyone, SCIM-synced andmanual groups; permissions union rather than deny. Sources: omnifact:omnifact:groups.
- feature_toggles — Which features can be switched on or off per group? [supported]: Group grants file/image uploads, audio, web, imagegeneration, code, dictation, modeltiers, USmodels, filterexemption; organization models/features must also be enabled. Sources: omnifact:omnifact:groups.
- multi_entity — Can subsidiaries or departments be separated within one contract? [partial]: Organization tenant separation and department Space/group boundaries are described; terms prohibit multiple accounts for one company and usage beyond own personnel without agreement. Multi-subsidiary contract rights were not established. Sources: omnifact:omnifact:dpa, omnifact:omnifact:terms, omnifact:omnifact:share.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:users, omnifact:omnifact:share, omnifact:omnifact:dpa, omnifact:omnifact:groups, omnifact:omnifact:terms

### ADM-04: Usage and adoption analytics

Judgment rule: Record dashboards for active users, usage by feature, model, group and assistant, export, and privacy controls (aggregation, pseudonymisation, works-council-friendly settings). Distinguish aggregate adoption metrics from per-person monitoring.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Chat and paid usage reports are separate and have privacy controls.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Read each atomic answer for its plan, access and feature limits.

- adoption_dashboard — Is there an adoption dashboard? [supported]: Microsoft publishes distinct paid Copilot and unlicensed Chat usage dashboards. Sources: microsoft-copilot:ms-usage, microsoft-copilot:ms-chat-usage.
- breakdowns — Can usage be broken down by group, model, feature and assistant? [partial]: Reports include application entry points and user activity; complete model/group/assistant breakdowns were not verified. Sources: microsoft-copilot:ms-usage, microsoft-copilot:ms-chat-usage.
- export — Can usage data be exported? [supported]: The Chat report exports all reported user usage as CSV. Sources: microsoft-copilot:ms-chat-usage.
- privacy_modes — Can per-person reporting be limited or pseudonymised? [supported]: Identifying user, group and site fields are hidden by default; administrators can change report settings. Sources: microsoft-copilot:ms-usage.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-usage, microsoft-copilot:ms-chat-usage

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Enterprise adoption analytics show active users and message counts; deeper breakdown/export controls are unknown.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Enterprise Usage Analytics & Insights; Pro excluded; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- Dashboard scope is organization/day level; additional model/group/assistant breakdowns and export remain unverified.

- adoption_dashboard — Is there an adoption dashboard? [supported]: Analytics provides date-range totals and daily active-user/message charts with interactive metric toggles; Enterprise-only in pricing. Sources: omnifact:omnifact:analytics-rev2, omnifact:omnifact:pricing-rev2.
- breakdowns — Can usage be broken down by group, model, feature and assistant? [partial]: Documented dashboard is organization/day level. Model, group, feature andassistant breakdown matrix was not established. Sources: omnifact:omnifact:analytics-rev2.
- export — Can usage data be exported? [unknown]: Can usage data be exported? Unknown. No documented analytics export/API or configurable individual-reporting controls were established. Direct HTML retrieval returned403; public cached official page was retrieved through the web tool.
- privacy_modes — Can per-person reporting be limited or pseudonymised? [partial]: DPA describes anonymized PostHog feature-use analytics without individual attribution; separate customer-visible reporting privacy toggles were not established. Sources: omnifact:omnifact:dpa-rev2.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:analytics-rev2, omnifact:omnifact:pricing-rev2, omnifact:omnifact:dpa-rev2

### ADM-05: Spend controls and cost allocation

Judgment rule: Record cost visibility per user, group and cost centre, budgets and their behaviour (alert, block, downgrade model), pooled credits, and chargeback exports. Test a small budget on a trial where possible. Distinguish billed amounts, estimates and unavailable amounts.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Metered-service cost management supports limits; exact stop semantics need verification.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Prepaid-credit exhaustion alone can continue into PAYG; it is not itself a hard budget.

- cost_visibility — Can admins see cost or consumption per user and group? [partial]: The cost dashboard shows credit consumption and billing configuration; complete cost-centre mapping was not verified. Sources: microsoft-copilot:ms-cost-setup.
- budgets — Can budgets be set per user or group? [supported]: Policies support monthly spending limits and optional per-user limits. Sources: microsoft-copilot:ms-cost-setup.
- budget_enforcement — Does reaching a budget alert, block or downgrade? [partial]: The setup describes limits on monthly credit spend, but overshoot, timing and enforcement were not tested. Sources: microsoft-copilot:ms-cost-setup.
- chargeback — Can costs be exported per cost centre? [unknown]: Can costs be exported per cost centre? Unverified after checking Copilot Credits cost management and rate documentation; chargeback exports and enforced-stop timing not established.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-cost-setup

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Shared pooled credits and model permissions constrain spend; individual financial allocation is unspecified.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- cost_visibility: Billing shows pooled real-time consumption andforecast; Enterprise detailed real-time dashboard is described as forthcoming, while total used is available.
- budgets: Organization pooled allowance and manual additional-credit recharge. Model-tier and USroute access can be group-controlled, but per-user/group monetary hard caps were not established.
- Unverified chargeback: No cost-centre chargeback export or complete cost-per-user/group allocation interface was established.

- cost_visibility — Can admins see cost or consumption per user and group? [partial]: Billing shows pooled real-time consumption andforecast; Enterprise detailed real-time dashboard is described as forthcoming, while total used is available. Sources: omnifact:omnifact:billing.
- budgets — Can budgets be set per user or group? [partial]: Organization pooled allowance and manual additional-credit recharge. Model-tier and USroute access can be group-controlled, but per-user/group monetary hard caps were not established. Sources: omnifact:omnifact:billing, omnifact:omnifact:groups.
- budget_enforcement — Does reaching a budget alert, block or downgrade? [supported]: Monthly budget: chat downgrades to enabled fallbacks; Gateway hard-blocks all calls on exhausted credits. Daily message quota disables send until reset. Sources: omnifact:omnifact:limits, omnifact:omnifact:gateway, omnifact:omnifact:chat.
- chargeback — Can costs be exported per cost centre? [unknown]: Can costs be exported per cost centre? Unknown. No cost-centre chargeback export or complete cost-per-user/group allocation interface was established.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:billing, omnifact:omnifact:groups, omnifact:omnifact:limits, omnifact:omnifact:gateway, omnifact:omnifact:chat

### ADM-06: Audit logs and compliance export

Judgment rule: Record which events are logged (logins, admin changes, prompts, responses, file access, connector queries), retention, export or SIEM streaming, and eDiscovery/legal hold. Use the word audit only with a defined retention and integrity model.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Purview provides interaction records and compliance retention, with licence-dependent policies.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Compliance copies differ from the visible chat history. No export or hold test was run.

- admin_events — Are admin and security events logged? [supported]: With auditing enabled, Purview logs Copilot admin changes and user resource/agent metadata. Sources: microsoft-copilot:ms-audit.
- content_logging — Can prompts and answers be retained for compliance, and is it configurable? [supported]: Prompts/responses are retained in Exchange-backed compliance copies; administrators can apply retention. Sources: microsoft-copilot:ms-retention.
- siem_export — Can logs stream to a SIEM or be exported? [supported]: Purview supports export of Copilot audit events. Microsoft documents EXO CSV export and Office 365 Management Activity API streaming of CopilotInteraction events to a SIEM; this does not imply full prompt/response content in audit metadata. Sources: microsoft-copilot:microsoft-copilot:r4-audit-export, microsoft-copilot:microsoft-copilot:r4-audit-api.
- ediscovery — Are eDiscovery and legal hold supported? [supported]: Hidden interaction copies are searchable through eDiscovery and remain subject to holds. Sources: microsoft-copilot:ms-retention.
- log_retention — How long are logs kept? [partial]: Audit Standard and Premium have distinct retention entitlements; a product-specific integrity and exact retention configuration was not verified. Sources: microsoft-copilot:ms-audit-standard.

Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25.

Sources: microsoft-copilot:ms-audit, microsoft-copilot:ms-retention, microsoft-copilot:ms-audit-standard, microsoft-copilot:microsoft-copilot:r4-audit-export, microsoft-copilot:microsoft-copilot:r4-audit-api

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

DPA documents append-only admin logs for at least 90 days; content compliance export is unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- log_retention: Administrative logs retained at least 90 days; content retention is customer-configured but not a published compliance archive.
- Unverified content_logging, siem_export, ediscovery: No full prompts/answers archive configuration, SIEM streaming/export or e Discovery/legal hold interface was established. Id P authentication logs are distinct from platform audit exports.

- admin_events — Are admin and security events logged? [supported]: TOM2.5 records user-status changes/resource deletions with user attribution, UTC timestamps, encrypted transport/storage and append-only protection; event coverage can expand. Sources: omnifact:omnifact:dpa.
- content_logging — Can prompts and answers be retained for compliance, and is it configurable? [unknown]: Can prompts and answers be retained for compliance, and is it configurable? Unknown. No full prompts/answers archive configuration, SIEM streaming/export or e Discovery/legal hold interface was established. Id P authentication logs are distinct from platform audit exports.
- siem_export — Can logs stream to a SIEM or be exported? [unknown]: Can logs stream to a SIEM or be exported? Unknown. No full prompts/answers archive configuration, SIEM streaming/export or e Discovery/legal hold interface was established. Id P authentication logs are distinct from platform audit exports.
- ediscovery — Are eDiscovery and legal hold supported? [unknown]: Are e Discovery and legal hold supported? Unknown. No full prompts/answers archive configuration, SIEM streaming/export or e Discovery/legal hold interface was established. Id P authentication logs are distinct from platform audit exports.
- log_retention — How long are logs kept? [partial]: Administrative logs retained at least 90 days; content retention is customer-configured but not a published compliance archive. Sources: omnifact:omnifact:dpa.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:dpa

### ADM-07: Data loss prevention and personal data

Judgment rule: Record detection and handling of personal and confidential data before it reaches a model: redaction, masking, blocking, warning. Record integration with Purview, Netskope or similar, and whether filtering runs locally or at a third party. Send a fixture prompt with a Swiss AHV number and IBAN and record the outcome.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Purview can block sensitive prompts when configured; its default policy simulates.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- No Swiss AHV or IBAN test was performed.

- pii_detection — Is personal data detected in prompts and files? [supported]: Purview DLP can match selected sensitive information types in prompts. Sources: microsoft-copilot:ms-dlp.
- pii_action — Is it redacted, masked, blocked or only warned? [supported]: Configured policies prevent prompt processing; the default policy is simulation/alert mode. Sources: microsoft-copilot:ms-dlp, microsoft-copilot:ms-dlp-default.
- custom_patterns — Can admins add custom patterns or terms? [supported]: The Copilot DLP location supports custom sensitive-information types for prompt blocking. This control is in preview and subject to tenant rollout and licensing; the location does not scan files uploaded directly in prompts. No AHV/IBAN fixture was run. Sources: microsoft-copilot:microsoft-copilot:r4-custom-dlp-types.
- dlp_integration — Does it integrate with an existing DLP product? [partial]: Microsoft Purview is the documented integration; base subscription entitlements determine available controls. Sources: microsoft-copilot:ms-dlp, microsoft-copilot:ms-setup.
- filter_location — Where does filtering run? [unknown]: Where does filtering run? Unverified after checking Purview DLP documentation; custom AHV/IBAN patterns, filtering geography and fixture behavior unverified.

Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25.

Sources: microsoft-copilot:ms-dlp, microsoft-copilot:ms-dlp-default, microsoft-copilot:ms-setup, microsoft-copilot:microsoft-copilot:r4-custom-dlp-types

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Default Privacy Filter combines local NER/regex masking with several explicit bypass paths.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro/Enterprise, filter defaults enabled; user exemptions/advanced feature flags qualified; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- pii_detection: Names, addresses, email, phone, IPv4, US/German IDs/passports, tax/pensionnumbers, IBAN/BIC/card/routing/account numbers, companies anddocument filenames. Media bytes are not scanned; AHV recognition untested.
- pii_action: Detected strings replaced with placeholders then restored in output; web queries containing masked values are blocked. Click-to-Reveal confirms sending individual terms; optional%%exemption defaults off andrequires Support. Group exemptions may disable filtering per agent/Space.
- custom_patterns: Vendor detector uses custom-trained  SLMNER andregex, but customer-defined pattern/dictionary UI/API was not established. Optional%%syntax bypasses rather than adds detection.
- filter_location: DPA places filter within Azure Germany West Central, Frankfurt before external model. MCP arguments/results, code, sandbox, images/audio bytes, personalization and Published Space API bypass filtering by design.
- Unverified dlp_integration: No existing third-party DLP/Purview integration or synthetic AHV/IBAN accuracy fixture was established.

- pii_detection — Is personal data detected in prompts and files? [partial]: Names, addresses, email, phone, IPv4, US/German IDs/passports, tax/pensionnumbers, IBAN/BIC/card/routing/account numbers, companies anddocument filenames. Media bytes are not scanned; AHV recognition untested. Sources: omnifact:omnifact:dpa, omnifact:omnifact:files, omnifact:omnifact:privacy.
- pii_action — Is it redacted, masked, blocked or only warned? [partial]: Detected strings replaced with placeholders then restored in output; web queries containing masked values are blocked. Click-to-Reveal confirms sending individual terms; optional%%exemption defaults off andrequires Support. Group exemptions may disable filtering per agent/Space. Sources: omnifact:omnifact:privacy, omnifact:omnifact:web, omnifact:omnifact:groups, omnifact:omnifact:dpa.
- custom_patterns — Can admins add custom patterns or terms? [partial]: Vendor detector uses custom-trained  SLMNER andregex, but customer-defined pattern/dictionary UI/API was not established. Optional%%syntax bypasses rather than adds detection. Sources: omnifact:omnifact:dpa.
- dlp_integration — Does it integrate with an existing DLP product? [unknown]: Does it integrate with an existing DLP product? Unknown. No existing third-party DLP/Purview integration or synthetic AHV/IBAN accuracy fixture was established.
- filter_location — Where does filtering run? [partial]: DPA places filter within Azure Germany West Central, Frankfurt before external model. MCP arguments/results, code, sandbox, images/audio bytes, personalization and Published Space API bypass filtering by design. Sources: omnifact:omnifact:dpa, omnifact:omnifact:privacy, omnifact:omnifact:published, omnifact:omnifact:account.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:dpa, omnifact:omnifact:files, omnifact:omnifact:privacy, omnifact:omnifact:web, omnifact:omnifact:groups, omnifact:omnifact:published, omnifact:omnifact:account

### ADM-08: AI policy and guardrails

Judgment rule: Record organisation-wide system instructions, acceptable-use notices and acknowledgement, content filters, topic restrictions, AI-output labelling, and admin visibility of policy violations. Separate enforced policy from instructions the model is expected to follow.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Microsoft documents safety controls and policy metadata; organization-wide instruction enforcement remains unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: org_instructions, usage_notice.
- Read each atomic answer for its plan, access and feature limits.

- org_instructions — Can admins set organisation-wide instructions? [unknown]: Can admins set organisation-wide instructions? Unverified after checking Copilot privacy and audit schemas; organization-wide instructions and mandatory AUP acknowledgement not established.
- usage_notice — Can users be required to accept a usage policy? [unknown]: Can users be required to accept a usage policy? Unverified after checking Copilot privacy and audit schemas; organization-wide instructions and mandatory AUP acknowledgement not established.
- content_filters — Are content filters configurable? [partial]: Copilot documents harmful-content and prompt-injection protections; customer configurability was not established. Sources: microsoft-copilot:ms-privacy.
- violation_reporting — Are policy hits visible to admins? [partial]: Audit resource metadata can include policy restrictions and prompt-injection detection; complete violation coverage was not established. Sources: microsoft-copilot:ms-audit.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-privacy, microsoft-copilot:ms-audit

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Company/Space instructions and privacy/tool governance exist; mandatory policy workflows are unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- org_instructions: Teamdescription supplies businesscontext; Spaceinstructions set response behavior and strict grounding. No guaranteed immutable organization safety instruction hierarchy was established.
- content_filters: Organization PIImasking, group capabilities/modelroutes andper-tool approval/block settings are documented. General topic/abusefilter customization was not established.
- Unverified usage_notice, violation_reporting: No mandatory AI-use-policy acknowledgement, admin policy-hit dashboard or configurable general content-filter taxonomy was established.

- org_instructions — Can admins set organisation-wide instructions? [partial]: Teamdescription supplies businesscontext; Spaceinstructions set response behavior and strict grounding. No guaranteed immutable organization safety instruction hierarchy was established. Sources: omnifact:omnifact:company, omnifact:omnifact:create, omnifact:omnifact:retrieval.
- usage_notice — Can users be required to accept a usage policy? [unknown]: Can users be required to accept a usage policy? Unknown. No mandatory AI-use-policy acknowledgement, admin policy-hit dashboard or configurable general content-filter taxonomy was established.
- content_filters — Are content filters configurable? [partial]: Organization PIImasking, group capabilities/modelroutes andper-tool approval/block settings are documented. General topic/abusefilter customization was not established. Sources: omnifact:omnifact:privacy, omnifact:omnifact:groups, omnifact:omnifact:mcp.
- violation_reporting — Are policy hits visible to admins? [unknown]: Are policy hits visible to admins? Unknown. No mandatory AI-use-policy acknowledgement, admin policy-hit dashboard or configurable general content-filter taxonomy was established.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:company, omnifact:omnifact:create, omnifact:omnifact:retrieval, omnifact:omnifact:privacy, omnifact:omnifact:groups, omnifact:omnifact:mcp

## Data protection and sovereignty

### DATA-01: Hosting location and data residency

Judgment rule: Record country or region separately for chat storage, files and indexes, model inference, backups, logs and telemetry, and support access. Name the cloud provider. Record whether residency is default, a paid option or plan-dependent. "EU data boundary" programmes are recorded with their documented exceptions.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

EU/EFTA commitments have separate model, web-search and operational exceptions.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Bing web queries are outside EUDB. Anthropic opt-in changes the model-processing scope. No sovereign-cloud claims are made.

- storage_region — Where are chats, files and indexes stored? [partial]: Microsoft 365 tenant commitments govern interaction storage and OneDrive files; EUDB covers qualifying EU/EFTA configurations, not a universal Swiss-only deployment. Sources: microsoft-copilot:ms-chat-privacy, microsoft-copilot:ms-eudb.
- inference_region — Where do model calls run, per provider? [partial]: EU traffic has EUDB safeguards; optional Anthropic is excluded from EUDB and in-country processing commitments. Sources: microsoft-copilot:ms-privacy, microsoft-copilot:ms-anthropic.
- backups_logs_region — Where are backups, logs and telemetry? [partial]: EUDB includes pseudonymized personal system logs subject to limited-transfer exceptions; a separate backup/telemetry country map was not retrieved. Sources: microsoft-copilot:ms-eudb.
- support_access_region — From where can vendor staff access data? [partial]: EUDB professional-services data is committed at rest; operational transfers remain possible. This does not prove EU-only staff access. Sources: microsoft-copilot:ms-eudb.
- swiss_hosting — Is Swiss hosting available? [unknown]: Is Swiss hosting available? Unverified after checking Copilot privacy, EUDB and residency documentation; no comprehensive Swiss storage/inference/support matrix.
- residency_plan — Which plan or option provides residency? [partial]: Chat and paid Copilot use M365 commitments; model and service-specific exceptions must be applied separately. Sources: microsoft-copilot:ms-edp, microsoft-copilot:ms-anthropic.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-chat-privacy, microsoft-copilot:ms-eudb, microsoft-copilot:ms-privacy, microsoft-copilot:ms-anthropic, microsoft-copilot:ms-edp

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Hosted primary workspace storage is in Azure EU. Germany-only processing and complete backup/log/support residency are not established; model and metadata routes differ.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace, Omnifact Published Spaces, Public API and Enterprise AI Gateway; version=Public documentation checked 2026-10-21; plan=Pro/Enterprise hosted Azure platform storage; model and edge-metadata routes separately scoped; add_ons=Enterprise AI Gateway where named; provider/model route and eu/ prefix selected explicitly; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- The storage finding covers primary workspace content, not every model/edge/support processing path. No Germany-only or whole-service EU-only guarantee is made.

- storage_region — Where are chats, files and indexes stored? [partial]: Hosted raw chats/files/indexed workspace content uses Azure infrastructure in the EU. DPA identifies GermanyWestCentral/Frankfurt; the live infrastructure register also names NL/SE/IE. Only EU primary-platform storage is claimed here; a Germany-only deployment footprint is not established. Sources: omnifact:omnifact:dpa-rev2, omnifact:omnifact:trust-rev2.
- inference_region — Where do model calls run, per provider? [supported]: EU routes include Azure OpenAI, Google Cloud EU for Gemini/Anthropic, and Mistral EU. Direct OpenAI/Anthropic US and Google API global routes also exist. Gateway needs eu/ prefix; unprefixed IDs never use EU backends. Sources: omnifact:omnifact:models, omnifact:omnifact:vertex, omnifact:omnifact:gateway, omnifact:omnifact:trust-rev2.
- backups_logs_region — Where are backups, logs and telemetry? [unknown]: Unknown per-service backup/log geography for a particular contract. DPA Frankfurt/EU wording and the broader Azure DE/NL/SE/IE register do not map each backup stream. Cloudflare EU/US edge metadata/security logs are separate from platform document storage.
- support_access_region — From where can vendor staff access data? [partial]: Pricing names German and US service teams; DPA permits justified, time-limited production access. Staff physical access locations by task are not specified. Sources: omnifact:omnifact:pricing-rev2, omnifact:omnifact:dpa-rev2.
- swiss_hosting — Is Swiss hosting available? [unknown]: Is Swiss hosting available? Unknown. No full Swiss platform/backup/support hosting option was established.
- residency_plan — Which plan or option provides residency? [partial]: Pro/Enterprise pricing offers EU cloud storage and EU model routes. This does not establish all-service EU residency. Enterprise Gateway requests require eu/ model IDs for EU backends; direct/global model routes and edge metadata have different geography. Sources: omnifact:omnifact:pricing-rev2, omnifact:omnifact:gateway, omnifact:omnifact:providers-rev2, omnifact:omnifact:trust-rev2.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:dpa-rev2, omnifact:omnifact:models, omnifact:omnifact:vertex, omnifact:omnifact:gateway, omnifact:omnifact:trust-rev2, omnifact:omnifact:pricing-rev2, omnifact:omnifact:groups-rev2, omnifact:omnifact:providers-rev2

### DATA-02: Deployment options

Judgment rule: Record multi-tenant SaaS, dedicated single-tenant instance, deployment in the customer's cloud account, on-premise and air-gapped as separate options with plan and availability. Record which features are missing in each mode, who operates it, and the documented seat or contract threshold for each mode, which can differ from the enterprise plan threshold (e.g. dedicated SaaS from 2,000 seats, own cloud from 5,000). A local-network connector or gateway that reaches on-prem data from a vendor-hosted platform is KNOW-03, not on-premise deployment.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

The researched offering is Microsoft-operated tenant SaaS; other deployment contracts remain unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: dedicated_instance, customer_cloud, on_premise, air_gapped, mode_feature_gaps.

- multi_tenant_saas — Is a shared SaaS offered? [supported]: Enterprise protection documents isolated customer tenants in Microsoft 365. Sources: microsoft-copilot:ms-edp.
- dedicated_instance — Is a dedicated single-tenant instance offered, from what size? [unknown]: Is a dedicated single-tenant instance offered, from what size? Unverified after checking Microsoft Copilot commercial plans and architecture; dedicated-instance, customer-cloud, full on-premises and air-gapped offerings and thresholds not established.
- customer_cloud — Can it run in the customer's own cloud account, from what size? [unknown]: Can it run in the customer's own cloud account, from what size? Unverified after checking Microsoft Copilot commercial plans and architecture; dedicated-instance, customer-cloud, full on-premises and air-gapped offerings and thresholds not established.
- on_premise — Can the whole platform run on customer infrastructure, from what size? [unknown]: Can the whole platform run on customer infrastructure, from what size? Unverified after checking Microsoft Copilot commercial plans and architecture; dedicated-instance, customer-cloud, full on-premises and air-gapped offerings and thresholds not established.
- air_gapped — Can it run without internet access? [unknown]: Can it run without internet access? Unverified after checking Microsoft Copilot commercial plans and architecture; dedicated-instance, customer-cloud, full on-premises and air-gapped offerings and thresholds not established.
- mode_feature_gaps — Which features are missing outside SaaS? [unknown]: Which features are missing outside SaaS? Unverified after checking Microsoft Copilot commercial plans and architecture; dedicated-instance, customer-cloud, full on-premises and air-gapped offerings and thresholds not established.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-edp

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Saa S, customer-cloud and on-premise are offered without published private-deployment minimums.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace, Omnifact Enterprise customer-cloud/on-premise; version=Public documentation checked 2026-10-21; plan=Pro/Enterprise Saa S; Enterprise quoted private deployment; add_ons=Deployment/infrastructure/operator costs quoted; deployment_mode=not specified; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- dedicated_instance: Managed, own-cloud and on-premise are advertised; a distinct dedicated Saa S specification and seat threshold were not established.
- customer_cloud: Own/private cloud is available on request; minimum seats/spend, operating roles and supported infrastructure are not public.
- on_premise: Enterprise on-premise option includes municipal datacenters; numeric minimum and architecture requirements are unpublished.
- Unverified air_gapped, mode_feature_gaps: Air-gapped operation and per-mode feature/egress parity were not established; a general self-hosting article is not a deployment specification.

- multi_tenant_saas — Is a shared SaaS offered? [supported]: Cloud Saa S uses logical organization/client separation. Sources: omnifact:omnifact:terms, omnifact:omnifact:dpa.
- dedicated_instance — Is a dedicated single-tenant instance offered, from what size? [partial]: Managed, own-cloud and on-premise are advertised; a distinct dedicated Saa S specification and seat threshold were not established. Sources: omnifact:omnifact:home.
- customer_cloud — Can it run in the customer's own cloud account, from what size? [partial]: Own/private cloud is available on request; minimum seats/spend, operating roles and supported infrastructure are not public. Sources: omnifact:omnifact:home, omnifact:omnifact:public-sector.
- on_premise — Can the whole platform run on customer infrastructure, from what size? [partial]: Enterprise on-premise option includes municipal datacenters; numeric minimum and architecture requirements are unpublished. Sources: omnifact:omnifact:pricing, omnifact:omnifact:public-sector.
- air_gapped — Can it run without internet access? [unknown]: Can it run without internet access? Unknown. Air-gapped operation and per-mode feature/egress parity were not established; a general self-hosting article is not a deployment specification.
- mode_feature_gaps — Which features are missing outside SaaS? [unknown]: Which features are missing outside Saa S? Unknown. Air-gapped operation and per-mode feature/egress parity were not established; a general self-hosting article is not a deployment specification.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:terms, omnifact:omnifact:dpa, omnifact:omnifact:home, omnifact:omnifact:public-sector, omnifact:omnifact:pricing

### DATA-03: Training use and provider retention

Judgment rule: Record whether customer content trains vendor or provider models, by plan and default; zero-data-retention arrangements with model providers; abuse-monitoring retention and human review; and the model provider's terms that apply. A "no training" claim on a marketing page is `vendor-claimed` until the contract or DPA says so.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

No-training assertions and provider exceptions are recorded separately from customer retention.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- No-training statements remain vendor assertions pending direct contract verification. Stored tenant chat history is distinct from provider retention.

- vendor_training — Does the vendor train on customer content? [partial]: Microsoft states commercial prompts, responses and Graph data do not train foundation models; the underlying DPA text was not inspected. Sources: microsoft-copilot:ms-no-training.
- provider_training — Do model providers train on it under this product's contracts? [partial]: Microsoft makes the same foundation-model statement; separate Data Retention model terms require their own review. Sources: microsoft-copilot:ms-no-training, microsoft-copilot:ms-anthropic.
- provider_retention — How long do model providers keep prompts, including for abuse monitoring? [partial]: Some Anthropic models explicitly retain data under separate Anthropic terms; ordinary eligible subprocessor models are described differently. No universal retention period is established. Sources: microsoft-copilot:ms-anthropic.
- zero_retention — Is zero data retention available, and on which plan? [partial]: Eligible Anthropic subprocessor offerings are described as not retaining customer content; this is not zero retention for M365 interactions. Sources: microsoft-copilot:ms-anthropic.
- human_review — Can provider staff review content? [partial]: Copilot opts out of Azure OpenAI abuse-monitoring human review; Anthropic illegal-content safeguards are separate. Sources: microsoft-copilot:ms-no-training, microsoft-copilot:ms-anthropic.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-no-training, microsoft-copilot:ms-anthropic

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Managed-route documentation promises no model training. Applicable upstream retention, ZDR eligibility and human-review exceptions remain unknown.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace, Omnifact Published Spaces, Public API and Enterprise AI Gateway; version=Public documentation checked 2026-10-21; plan=Pro/Enterprise managed chat routes; AI Gateway statements apply only to the Enterprise API module; actual upstream retention unverified; add_ons=Enterprise AI Gateway enablement where explicitly named; BYOK under customer-provider agreement; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- No universal provider ZDR finding is made. The advertised ZDR option is not treated as unsupported; its applicable terms remain a gap.

- vendor_training — Does the vendor train on customer content? [supported]: Vendor says it never uses customer data to train its own models. Sources: omnifact:omnifact:privacy-intro.
- provider_training — Do model providers train on it under this product's contracts? [partial]: The vendor promises no underlying-provider training for the Enterprise AI Gateway. BYOK processing is under the customer-provider agreement; no managed-route promise is extended to arbitrary customer keys. Sources: omnifact:omnifact:gateway-web, omnifact:omnifact:dpa-rev2.
- provider_retention — How long do model providers keep prompts, including for abuse monitoring? [unknown]: Unknown applicable duration per enabled model/provider/project. The Trust register describes typical directOpenAI30-day retention and configuration-dependent Google logging, while EU-route pages advertise ZDR. These are not mapped to an actual customer route/contract, so no model-specific retention guarantee is asserted.
- zero_retention — Is zero data retention available, and on which plan? [unknown]: Unknown verified ZDR eligibility and scope per Pro/Enterprise model route. Gateway payload handling and EU-route marketing do not establish the upstream provider agreement or every safety/logging exception. Workspace database storage is separate.
- human_review — Can provider staff review content? [partial]: Provider processing summaries are request-only in Trust Center; human abuse-review exceptions by provider/model were not established. Sources: omnifact:omnifact:trust-rev2.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:privacy-intro, omnifact:omnifact:gateway-web, omnifact:omnifact:dpa-rev2, omnifact:omnifact:trust-rev2, omnifact:omnifact:vertex

### DATA-04: Retention and deletion

Judgment rule: Record default retention for chats, files, indexes and logs; admin-configured retention; user deletion; deletion after contract end; and deletion confirmation.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Purview governs retained Exchange copies of managed Copilot interactions; uploaded-file repository retention is outside this finding.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Managed work/school Microsoft Copilot and Copilot Chat with EDP; Exchange prompt/response copies governed by applicable Purview retention/holds; add_ons=Eligible Microsoft365 tenant, Applicable Purview retention/eDiscovery licensing and configured policies; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Narrowed scope resolves the publication conflict for this finding: Exchange interaction copies are separate from uploaded-file repositories and temporary prompt context.
- No universal18-month file-retention promise or immediate-deletion guarantee is made. Full repository/post-termination behavior needs a separate source/tenant check.

- default_retention — What is retained and for how long by default? [partial]: Prompts/responses are logged in Exchange; retention depends on tenant policies. A universal default duration for uploaded files/indexes is not established and is excluded from this Exchange-interaction scope. Sources: microsoft-copilot:ms-chat-privacy-r2, microsoft-copilot:ms-retention-r2.
- admin_retention — Can admins set retention periods? [supported]: Purview can retain/delete interaction copies; retention and eDiscovery holds can suspend permanent deletion. Sources: microsoft-copilot:ms-retention-r2.
- user_deletion — Can users delete their chats and files permanently? [partial]: Removing visible history does not immediately delete retained Exchange copies; retention/hold processing continues asynchronously. Sources: microsoft-copilot:ms-retention-r2.
- contract_end_deletion — What is deleted at contract end, and when? [unknown]: What is deleted at contract end, and when? Unverified after checking Purview retention and privacy documentation; complete post-termination deletion terms were not retrieved.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-chat-privacy-r2, microsoft-copilot:ms-retention-r2

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

DPA contract-end return/approved-destruction duties are separate from support-request deletion and backup retention. A guaranteed runtime exit window remains unknown.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro/Enterprise published DPA return/deletion obligations; actual runtime exit and account-deletion timing unverified; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- The finding states separate contractual and documented operational procedures. It does not turn a support-request clock into an exit grace period.

- default_retention — What is retained and for how long by default? [partial]: DPA: database PITR30 days with daily snapshots/continuous WAL; weekly pg_dump fallback; blob soft-delete14 days. Universal default chat/file retention is unspecified. Sources: omnifact:omnifact:dpa-rev2.
- admin_retention — Can admins set retention periods? [partial]: DPA permits organization administrators to set customer-data retention; UI range and per-object options are not published. Sources: omnifact:omnifact:dpa-rev2.
- user_deletion — Can users delete their chats and files permanently? [partial]: The Space uploaded-file guide describes permanent deletion of a selected file. Registered-user/profile and whole-organization runtime deletion semantics are not established here; the user-list Delete operation applies to unaccepted invitations. Sources: omnifact:omnifact:uploads, omnifact:omnifact:users.
- contract_end_deletion — What is deleted at contract end, and when? [partial]: DPA9.2 requires return or controller-approved destruction no later than contract end, except legal retention;9.3 permits proof-of-processing documentation retention. The TOM separately describes support-request organization deletion within30days and backups aging out. No guaranteed post-termination self-service access window or tested runtime completion time is inferred. Sources: omnifact:omnifact:dpa-rev2.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:dpa-rev2, omnifact:omnifact:users, omnifact:omnifact:uploads

### DATA-05: Sub-processors and foreign-law exposure

Judgment rule: Record the published sub-processor list with countries, change-notification rules, the vendor's and parent company's jurisdiction, transfer mechanisms (EU-US Data Privacy Framework, Swiss-US DPF, SCCs) and the vendor's documented position on foreign government access requests (e.g. US CLOUD Act). Record facts, not a legal assessment.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Microsoft publishes subprocessor governance and change-notification routes; legal transfer details need direct contract review.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: subprocessor_countries, parent_jurisdiction, transfer_mechanism, government_access_policy.
- Read each atomic answer for its plan, access and feature limits.

- subprocessor_list — Is a dated sub-processor list published? [partial]: The AI subprocessor overview links the Online Services Subprocessors List; a dated country-by-country copy was not downloaded. Sources: microsoft-copilot:ms-subprocessors.
- subprocessor_countries — Which countries do sub-processors operate in? [unknown]: Which countries do sub-processors operate in? Unverified after checking AI subprocessor overview and linked Service Trust Portal; countries, contracting jurisdiction, transfer clauses and government-access policy not retrieved in this pass.
- change_notification — Are customers notified of sub-processor changes? [partial]: Customers can subscribe to list updates. Exact advance-notice periods were not established. Sources: microsoft-copilot:ms-subprocessors.
- parent_jurisdiction — Which jurisdiction governs the vendor and its parent? [unknown]: Which jurisdiction governs the vendor and its parent? Unverified after checking AI subprocessor overview and linked Service Trust Portal; countries, contracting jurisdiction, transfer clauses and government-access policy not retrieved in this pass.
- transfer_mechanism — Which transfer mechanism applies to non-EU/CH processing? [unknown]: Which transfer mechanism applies to non-EU/CH processing? Unverified after checking AI subprocessor overview and linked Service Trust Portal; countries, contracting jurisdiction, transfer clauses and government-access policy not retrieved in this pass.
- government_access_policy — Is there a published government-access or transparency policy? [unknown]: Is there a published government-access or transparency policy? Unverified after checking AI subprocessor overview and linked Service Trust Portal; countries, contracting jurisdiction, transfer clauses and government-access policy not retrieved in this pass.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-subprocessors

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

DPA defines processor-change notice and transfer safeguards; a complete current contract-specific supplier/entity/country register remains unknown.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro/Enterprise standard hosted DPA; optional model-provider routes only under the applicable contract/instruction; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- Neither public list is silently treated as complete. Ordinary notification/transfer contract terms remain distinct from a verified current processing inventory.

- subprocessor_list — Is a dated sub-processor list published? [unknown]: Unknown complete current plan-specific processor inventory. DPAAnnex4 and the live Trust register publish different sets; no source establishes a consolidated applicable list or the role of every listed provider for a given contract.
- subprocessor_countries — Which countries do sub-processors operate in? [unknown]: Unknown complete country/legal-entity matrix for the scoped contract. Azure infrastructure and Cloudflare metadata have different roles, and optional model-provider routes depend on selection. The differing DPA/Trust entries are not combined into one asserted authoritative list.
- change_notification — Are customers notified of sub-processor changes? [supported]: DPA6.3 requires written/text notice at least 30 days before new/replaced subprocessor and objection opportunity before start. Sources: omnifact:omnifact:dpa-rev2.
- parent_jurisdiction — Which jurisdiction governs the vendor and its parent? [partial]: Omnifact Gmb H, Frankfurt, Germany, HRB131357. Ultimate parent/shareholding was not established. Sources: omnifact:omnifact:imprint.
- transfer_mechanism — Which transfer mechanism applies to non-EU/CH processing? [partial]: DPA1.4 permits nonEEA processing after prior information and safeguards under Articles44-49. Optional BYOK/provider routes depend on their applicable agreements. A specific current SCC/DPF basis for every Trust entry was not verified. Sources: omnifact:omnifact:dpa-rev2.
- government_access_policy — Is there a published government-access or transparency policy? [partial]: DPA11.2 requires seizure/confiscation notice unless prohibited by court/authority; Terms15.3 require advance compelled-disclosure notice where legal. Separate request statistics were not verified. Sources: omnifact:omnifact:dpa-rev2, omnifact:omnifact:terms.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:dpa-rev2, omnifact:omnifact:trust-rev2, omnifact:omnifact:imprint, omnifact:omnifact:terms

### DATA-06: Contracts and regulatory coverage

Judgment rule: Record DPA availability and form (click-through, negotiable), reference to Swiss revDSG and GDPR, governing law and court, EU AI Act documentation (provider or deployer role, transparency materials), and sector-specific materials (FINMA outsourcing, banking secrecy, public sector). No compliance verdict.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Enterprise data protection links a DPA and Product Terms; no regulatory compliance verdict is made.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: governing_law, ai_act_materials, sector_materials.
- Read each atomic answer for its plan, access and feature limits.

- dpa — Is a DPA available, and is it negotiable? [partial]: Microsoft says commercial Copilot/Chat are covered by its DPA and Product Terms; negotiability was not verified. Sources: microsoft-copilot:ms-edp.
- revdsg_gdpr — Does the DPA cover revDSG and GDPR? [partial]: The enterprise protection page names GDPR; Swiss revDSG wording was not inspected. Sources: microsoft-copilot:ms-edp.
- governing_law — Which law and court govern the contract? [unknown]: Which law and court govern the contract? Unverified after checking Enterprise data protection; the public DPA document index timed out, so law/court, AI Act and sector clauses remain unverified.
- ai_act_materials — Is EU AI Act documentation provided? [unknown]: Is EU AI Act documentation provided? Unverified after checking Enterprise data protection; the public DPA document index timed out, so law/court, AI Act and sector clauses remain unverified.
- sector_materials — Are FINMA or other sector materials provided? [unknown]: Are FINMA or other sector materials provided? Unverified after checking Enterprise data protection; the public DPA document index timed out, so law/court, AI Act and sector clauses remain unverified.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-edp

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Public GDPR DPA is binding in German; Swiss and sector-specific contract coverage remains incomplete.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- dpa: Article28 DPA accepted at registration. German text prevails; English is a translation. Written amendments are possible but negotiability is not promised.
- revdsg_gdpr: GDPR is explicit; revised Swiss DSG coverage/addendum and Swiss SCC modifications were not established.
- ai_act_materials: Public AI Act whitepaper and Academy literacy/certification training are advertised; these are not product conformity attestations.
- sector_materials: Public-administration, banking and healthcare positioning/private hosting are advertised; actual FINMA/DORA/§203 contract pack was not verified.

- dpa — Is a DPA available, and is it negotiable? [partial]: Article28 DPA accepted at registration. German text prevails; English is a translation. Written amendments are possible but negotiability is not promised. Sources: omnifact:omnifact:dpa, omnifact:omnifact:dpa-de.
- revdsg_gdpr — Does the DPA cover revDSG and GDPR? [partial]: GDPR is explicit; revised Swiss DSG coverage/addendum and Swiss SCC modifications were not established. Sources: omnifact:omnifact:dpa.
- governing_law — Which law and court govern the contract? [supported]: German law and Frankfurt exclusive jurisdiction under Terms18; German legal version prevails. Sources: omnifact:omnifact:terms.
- ai_act_materials — Is EU AI Act documentation provided? [partial]: Public AI Act whitepaper and Academy literacy/certification training are advertised; these are not product conformity attestations. Sources: omnifact:omnifact:whitepapers, omnifact:omnifact:pricing.
- sector_materials — Are FINMA or other sector materials provided? [partial]: Public-administration, banking and healthcare positioning/private hosting are advertised; actual FINMA/DORA/§203 contract pack was not verified. Sources: omnifact:omnifact:home, omnifact:omnifact:public-sector.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:dpa, omnifact:omnifact:dpa-de, omnifact:omnifact:terms, omnifact:omnifact:whitepapers, omnifact:omnifact:pricing, omnifact:omnifact:home, omnifact:omnifact:public-sector

### DATA-07: Certifications and attestations

Judgment rule: Record each certificate or report separately: ISO 27001, 27017, 27018, 27701, 42001; SOC 2 Type I/II with period; BSI C5; TISAX; national schemes. Record issuer, scope (which product and entity), validity and access route. A cloud provider's certificate does not certify the product.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

BSI’s public registry verifies Microsoft 365 ISMS/privacy certificates with validity through July 28, 2027. A Copilot-specific certificate schedule and current SOC/C5 reports remain unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Registry verification covers the named Microsoft 365 ISMS/privacy scope; the issuer entries do not separately enumerate Copilot.
- No restricted Service Trust Portal document, Copilot ISO 42001 certificate schedule, current SOC 2 audit period or C5 report was inspected.
- Vendor-listed ISO 42001 scope is distinguished from issuer-verified ISO 27001/27701 metadata.

- iso_27001 — ISO 27001 with scope and validity? [partial]: BSI registry entry IS 552878 verifies Microsoft Corporation’s Microsoft 365 services ISMS against ISO/IEC 27001:2022, effective July 29, 2024 through July 28, 2027, under a February 14, 2024 applicability statement. Microsoft places Copilot under Microsoft 365 compliance commitments; the issuer entry does not separately enumerate Copilot, so exact app-scope verification remains incomplete. Sources: microsoft-copilot:microsoft-copilot:r5-bsi-iso27001, microsoft-copilot:microsoft-copilot:r5-copilot-compliance-boundary.
- soc2 — SOC 2 type, period and covered service? [unknown]: Unresolved on 2026-10-26. Searched https://servicetrust.microsoft.com/ViewPage/HomePageV2 and its public search index, https://learn.microsoft.com/en-us/compliance/regulatory/offering-soc-2 and BSI’s Microsoft certificate directory. STP retrieval returned a JavaScript shell; indexed report/bridge-letter titles are not an inspected auditor opinion, audit period or Copilot-specific system description. No authenticated report was accessed.
- c5 — BSI C5 attestation? [unknown]: Unresolved on 2026-10-26. Searched https://servicetrust.microsoft.com/ViewPage/HomePageV2 and its public report index plus https://learn.microsoft.com/en-us/compliance/regulatory/offering-soc-2 . Microsoft describes C5 controls in Office 365 SOC reporting, but a current C5 report and exact Copilot service scope/period were not retrieved; no Azure-only attestation was transferred to Copilot.
- other_certifications — Which other certificates (27701, 42001, TISAX)? [partial]: BSI PM 741035 verifies Microsoft 365 services’ processor privacy-management scope against ISO/IEC 27701:2019, effective July 29, 2024 through July 28, 2027. Microsoft’s public ISO 42001 page names Copilot/Chat, but its product-specific certificate issuer/validity were not obtained. No TISAX evidence or separately enumerated Copilot 27701 scope was verified. Sources: microsoft-copilot:microsoft-copilot:r5-bsi-iso27701, microsoft-copilot:microsoft-copilot:r5-iso42001-scope.
- report_access — How can customers obtain reports? [supported]: Customers use the Microsoft Service Trust Portal for audit reports. Some downloads require an Entra organizational cloud-services account and acceptance of a compliance-material NDA. No restricted document was accessed in this research. Sources: microsoft-copilot:microsoft-copilot:r4-report-access.
- pentest — Are independent penetration test summaries available? [partial]: STP documents a Pen Test and Security Assessments category for third-party attestations. No Copilot-specific assessment scope, date or summary was downloaded. Sources: microsoft-copilot:microsoft-copilot:r4-report-access.

Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25.

Sources: microsoft-copilot:microsoft-copilot:r4-report-access, microsoft-copilot:microsoft-copilot:r5-bsi-iso27001, microsoft-copilot:microsoft-copilot:r5-bsi-iso27701, microsoft-copilot:microsoft-copilot:r5-copilot-compliance-boundary, microsoft-copilot:microsoft-copilot:r5-iso42001-scope

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Public ISO27001 certificate verifies platform/Spaces ISMS through 2029-04-06.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- pentest: DPA states annual external pentests with remediation; actual report/period/summary was not verified.
- Unverified soc2, c5, other_certifications: No Omnifact-specific SOC2 type/period, C5, ISO27701/42001 or TISAX attestation was verified.

- iso_27001 — ISO 27001 with scope and validity? [supported]: Prescient Security LLC certificate123228 issue1, ISO/IEC27001:2022, issued/certified 2026-04-07, valid until 2029-04-06 subject to surveillance. Covers ISMS supporting Platform/Spaces, data, Azure infrastructure, software, people and procedures; So A1.4 dated 2026-03-30. All in-scope activities conducted remotely. Sources: omnifact:omnifact:iso.
- soc2 — SOC 2 type, period and covered service? [unknown]: SOC 2 type, period and covered service? Unknown. No Omnifact-specific SOC2 type/period, C5, ISO27701/42001 or TISAX attestation was verified.
- c5 — BSI C5 attestation? [unknown]: BSI C5 attestation? Unknown. No Omnifact-specific SOC2 type/period, C5, ISO27701/42001 or TISAX attestation was verified.
- other_certifications — Which other certificates (27701, 42001, TISAX)? [unknown]: Which other certificates (27701, 42001, TISAX)? Unknown. No Omnifact-specific SOC2 type/period, C5, ISO27701/42001 or TISAX attestation was verified.
- report_access — How can customers obtain reports? [supported]: ISO PDF is public and downloadable through Trust Center. Eight AI-provider processing summaries are request-only and were not requested. Sources: omnifact:omnifact:trust.
- pentest — Are independent penetration test summaries available? [partial]: DPA states annual external pentests with remediation; actual report/period/summary was not verified. Sources: omnifact:omnifact:dpa.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:iso, omnifact:omnifact:trust, omnifact:omnifact:dpa

### DATA-08: Encryption and key control

Judgment rule: Record encryption at rest and in transit, customer-managed keys (BYOK/HYOK), key location, and private networking (private link, IP allow-lists, VPN).

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Microsoft documents encryption and tenant separation; key-control coverage varies by component.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: private_networking.
- Read each atomic answer for its plan, access and feature limits.

- encryption_at_rest — Is data encrypted at rest? [supported]: Enterprise protection documents encryption at rest and in transit. Sources: microsoft-copilot:ms-edp.
- customer_managed_keys — Can the customer manage or hold the keys? [partial]: Agent Builder explicitly does not support customer-managed keys; this does not establish the key policy of every M365 workload. Sources: microsoft-copilot:ms-builder.
- private_networking — Is private connectivity or IP restriction available? [unknown]: Is private connectivity or IP restriction available? Unverified after checking enterprise data protection and Agent Builder limitations; private networking/IP restrictions and complete key-location matrix not established.
- tenant_isolation — How are customers separated in shared SaaS? [supported]: Microsoft documents separation of customer tenants; isolation was not tested. Sources: microsoft-copilot:ms-edp.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-edp, microsoft-copilot:ms-builder

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

AES256/TLS and logical tenant separation are documented; customer-held keys remain unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- private_networking: Vendor internal services use NSGs/Private Endpoints and NetBird JIT VPN for privileged production access; public app is Cloudflare-fronted. A customer private-link/IP-allowlist option was not established.
- Unverified customer_managed_keys: No customer-managed/held encryption-key configuration was established; sovereignty discussion does not establish key-management functionality.

- encryption_at_rest — Is data encrypted at rest? [supported]: DPA requires AES256 at rest for Postgre SQL, Blob Storage and other persistent Azure services; HTTPS/TLS in transit. Sources: omnifact:omnifact:dpa.
- customer_managed_keys — Can the customer manage or hold the keys? [unknown]: Can the customer manage or hold the keys? Unknown. No customer-managed/held encryption-key configuration was established; sovereignty discussion does not establish key-management functionality.
- private_networking — Is private connectivity or IP restriction available? [partial]: Vendor internal services use NSGs/Private Endpoints and NetBird JIT VPN for privileged production access; public app is Cloudflare-fronted. A customer private-link/IP-allowlist option was not established. Sources: omnifact:omnifact:dpa.
- tenant_isolation — How are customers separated in shared SaaS? [supported]: Organization-scoped data/roles, separate production/development/test Azure environments, no customer data in tests. This is logical tenant separation. Sources: omnifact:omnifact:dpa.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:dpa

### DATA-09: Professional secrecy

Judgment rule: For professional secrecy holders (Berufsgeheimnisträger: lawyers, doctors, auditors, tax advisers) under § 203 StGB (DE) and Art. 321 StGB (CH), record whether the vendor signs a contractual secrecy undertaking or a § 203 agreement that binds its staff and its sub-processors; whether this comes as a dedicated offering or a paid add-on, and on which plan; who can access content in plain text (vendor staff, sub-processors, model providers); and the documentation provided. A DPA or a no-training clause alone is not a secrecy undertaking. Banking secrecy and FINMA outsourcing belong to DATA-06, not here. Record contract facts, not a legal assessment.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Commercial data protection and model-specific access safeguards are documented; a scoped professional-secrecy undertaking was not verified.

Availability: unknown
Delivery: unknown
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=German §203 StGB and Swiss Art.321 StGB use cases; existing hosting, support and provider-location exceptions still apply.; os=not specified.

Limitations:
- General confidentiality, a DPA and no-training commitments do not establish a professional-secrecy undertaking. No vendor/sales contact or agreement signing was performed.
- No legal compliance verdict; unknown does not mean the offering is unavailable.

- secrecy_undertaking — Does the vendor sign a secrecy undertaking or § 203 StGB / Art. 321 StGB agreement covering its own staff? [unknown]: Does the vendor sign a secrecy undertaking or § 203 StGB / Art. 321 StGB agreement covering its own staff? Unverified after checking commercial Copilot/Chat enterprise-data-protection, privacy, EU Data Boundary and Anthropic processing pages, plus official-domain searches for professional secrecy, §203 and Art.321. The Microsoft-hosted German data-secrecy amendment PDF redirected to login, so its current text, Copilot plan coverage, subprocessor obligations, signatures, price and Swiss applicability were not verified.
- subprocessor_coverage — Does the undertaking extend to its sub-processors, and is that documented? [unknown]: Does the undertaking extend to its sub-processors, and is that documented? Unverified after checking commercial Copilot/Chat enterprise-data-protection, privacy, EU Data Boundary and Anthropic processing pages, plus official-domain searches for professional secrecy, §203 and Art.321. The Microsoft-hosted German data-secrecy amendment PDF redirected to login, so its current text, Copilot plan coverage, subprocessor obligations, signatures, price and Swiss applicability were not verified.
- secrecy_offering — Is it a dedicated offering or add-on, and on which plan? [unknown]: Is it a dedicated offering or add-on, and on which plan? Unverified after checking commercial Copilot/Chat enterprise-data-protection, privacy, EU Data Boundary and Anthropic processing pages, plus official-domain searches for professional secrecy, §203 and Art.321. The Microsoft-hosted German data-secrecy amendment PDF redirected to login, so its current text, Copilot plan coverage, subprocessor obligations, signatures, price and Swiss applicability were not verified.
- content_access — Who can access content in plain text: vendor staff, sub-processors, model providers? [partial]: Microsoft documents Azure OpenAI abuse-monitoring human-review exclusion and distinguishes optional Anthropic subprocessor models from models under separate retention terms. This does not establish a complete staff/subprocessor plain-text access matrix or a §203/Art.321 restriction. Sources: microsoft-copilot:ms-no-training, microsoft-copilot:ms-anthropic, microsoft-copilot:ms-eudb.
- secrecy_documentation — Is the offering publicly documented (contract template, data-flow description, professional-body guidance)? [unknown]: Is the offering publicly documented (contract template, data-flow description, professional-body guidance)? Unverified after checking commercial Copilot/Chat enterprise-data-protection, privacy, EU Data Boundary and Anthropic processing pages, plus official-domain searches for professional secrecy, §203 and Art.321. The Microsoft-hosted German data-secrecy amendment PDF redirected to login, so its current text, Copilot plan coverage, subprocessor obligations, signatures, price and Swiss applicability were not verified.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-no-training, microsoft-copilot:ms-anthropic, microsoft-copilot:ms-eudb

#### Omnifact

Verification status: No public information found (not-published)
Support: not-published

We found no public information on this. A missing finding is not evidence that the product lacks the capability.

## Commercials and vendor

### VEN-01: Pricing model and list prices

Judgment rule: Record pricing unit (per seat, per active user, usage-based, platform fee, hybrid), list prices per plan in original currency with date, included usage and credits, add-on prices (connectors, agents, image generation) and overage rates. Cite public prices or dated quotes. Per-seat versus usage is a fact, not a quality judgment.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Pricing combines seat licensing with usage-based extensions and base-suite prerequisites.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Read each atomic answer for its plan, access and feature limits.

- pricing_unit — What is the pricing unit? [supported]: Paid Copilot is a per-user add-on; Chat is included with eligible M365 and some extensions are metered. Sources: microsoft-copilot:ms-price-us.
- list_prices — What are list prices per plan, with date and currency? [supported]: Retrieved 2026-10-21: US USD 30/user/month billed annually; Germany EUR 26/user/month billed annually, excluding VAT. Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-price-de.
- included_usage — What usage is included? [partial]: Paid users have included qualifying assistive-agent usage; exact limits and exclusions depend on the scenario. Sources: microsoft-copilot:ms-credit-rates.
- add_ons — Which features cost extra? [supported]: Qualifying M365 licensing is separate; Cowork is metered and compliance tools can need further entitlements. Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-setup.
- overage — What do usage beyond limits and premium models cost? [partial]: Credits have feature-dependent rates; prepaid exhaustion may continue into PAYG. Currency-per-credit and full premium-model rate mapping were not retrieved. Sources: microsoft-copilot:ms-credit-rates, microsoft-copilot:ms-cost-setup.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-price-us, microsoft-copilot:ms-price-de, microsoft-copilot:ms-credit-rates, microsoft-copilot:ms-setup, microsoft-copilot:ms-cost-setup

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Pro costs EUR25/user/month annually up to50users. Its binding credit currency/value and recharge tariff remain unknown; Enterprise Gateway costs are outside this offer.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro hosted workspace up to50users; Enterprise/API Gateway quote and markup excluded; add_ons=Optional Academy separately quoted; Enterprise terms require separate offer; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- Pro Chat/Spaces pricing is not mixed with Enterprise Gateway billing. The conflicting credit examples remain a named allowance gap.

- pricing_unit — What is the pricing unit? [supported]: Pro uses named seats with monthly or annual billing and pooled premium-model credit; this finding covers the hosted Chat/Spaces subscription. Sources: omnifact:omnifact:pricing-rev2, omnifact:omnifact:billing.
- list_prices — What are list prices per plan, with date and currency? [partial]: Checked2026-10-21: Pro EUR25/user/month billed annually, advertised16% discount versus monthly. Exact monthly rate was not verified. Pro up to50 users; Enterprise custom with unlimited team size. VAT excluded under terms. Sources: omnifact:omnifact:pricing-rev2, omnifact:omnifact:terms.
- included_usage — What usage is included? [partial]: Unknown applicable monetary allowance currency/value for the contract: pricing statesEUR5/user/month while Billing usesUSD5 examples. Pooling, monthly expiry and continued base-tier access subject to fair-use limits are documented, but no definitive currency-denominated allowance is asserted. Sources: omnifact:omnifact:pricing-rev2, omnifact:omnifact:billing.
- add_ons — Which features cost extra? [partial]: Academy training is separately quoted. Enterprise is a separate custom offer adding SSO/SCIM, BYOK/self-hosted models, analytics and custom deployment/SLA. No Enterprise Gateway markup is applied to Pro Chat/Spaces pricing. Sources: omnifact:omnifact:pricing-rev2.
- overage — What do usage beyond limits and premium models cost? [partial]: The Pro billing guide directs admins to discuss additional credits; a public recharge tariff was not established. Base-tier chat remains available after included premium credit is used subject to usage limits. Enterprise Gateway billing/markup is outside this Pro finding. Sources: omnifact:omnifact:billing, omnifact:omnifact:pricing-rev2, omnifact:omnifact:limits.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:pricing-rev2, omnifact:omnifact:billing, omnifact:omnifact:terms, omnifact:omnifact:limits, omnifact:omnifact:users, omnifact:omnifact:gateway, omnifact:omnifact:developer

### VEN-02: Scenario cost

Judgment rule: Price three workloads for 12 months: 200, 1,000 and 5,000 users with a disclosed light/regular/power usage mix, in CHF and EUR excluding VAT. Include licences, platform fees, add-ons, model usage and, for self-hosted options, a stated operating assumption. Separate fixed, variable, included and unknown costs. No invented discounts.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

A reproducible licence-only scenario is available; full rollout cost remains open.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Shared assumptions v1.3; ECB 2026-10-20 EUR 1 = USD 1.1215 = CHF 0.9237. The stated mix is a research assumption, not an observed workload or entitlement.
- Full totals remain baseline + unknown because additional licences, workload capacity, optional support and deployment costs were not priced.

- cost_200 — Year-one cost at 200 users? [partial]: From EUR 62400.00 + unknown, or CHF 57638.88 + unknown, for 12 months excluding VAT. Licence-only incremental add-on baseline at EUR 26/user/month; eligible M365 licences assumed already owned. ALM-14 shared cost assumptions v1.4, 2026-10-21: 60% light at 100, 30% regular at 400, 10% power at 1,500 messages/user/month; 3,000 input and 600 output tokens/message where usage is billed separately. No metered agent/Cowork usage or discounts assumed; included-capacity sufficiency is unverified. Sources: microsoft-copilot:ms-price-de, microsoft-copilot:fx-20261020.
- cost_1000 — Year-one cost at 1,000 users? [partial]: From EUR 312000.00 + unknown, or CHF 288194.40 + unknown, for 12 months excluding VAT. Licence-only incremental add-on baseline at EUR 26/user/month; eligible M365 licences assumed already owned. ALM-14 shared cost assumptions v1.4, 2026-10-21: 60% light at 100, 30% regular at 400, 10% power at 1,500 messages/user/month; 3,000 input and 600 output tokens/message where usage is billed separately. No metered agent/Cowork usage or discounts assumed; included-capacity sufficiency is unverified. Sources: microsoft-copilot:ms-price-de, microsoft-copilot:fx-20261020.
- cost_5000 — Year-one cost at 5,000 users? [partial]: From EUR 1560000.00 + unknown, or CHF 1440972.00 + unknown, for 12 months excluding VAT. Licence-only incremental add-on baseline at EUR 26/user/month; eligible M365 licences assumed already owned. ALM-14 shared cost assumptions v1.4, 2026-10-21: 60% light at 100, 30% regular at 400, 10% power at 1,500 messages/user/month; 3,000 input and 600 output tokens/message where usage is billed separately. No metered agent/Cowork usage or discounts assumed; included-capacity sufficiency is unverified. Sources: microsoft-copilot:ms-price-de, microsoft-copilot:fx-20261020.
- variable_share — Which part depends on usage? [partial]: Cowork and uncovered agent/credit usage add variable charges. No model/task tariff is substituted where the product does not publish the required rate. Sources: microsoft-copilot:ms-price-us.
- unknown_parts — Which costs could not be priced? [partial]: Base-suite renewal costs, metered workload, usage headroom, implementation and optional compliance/support charges remain unpriced. Sources: microsoft-copilot:ms-price-us.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-price-de, microsoft-copilot:fx-20261020, microsoft-copilot:ms-price-us

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Shared v1.4 costs remain unknown for200/1000/5000 users because all exceed the50-seat Pro cap.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- ALM-14 shared cost assumptions v1.4, 2026-10-21:12 months at public list prices, excluding VAT and invented discounts.60% light at100 messages/user/month,30% regular at400,10% power at1500;3000 input+600 output tokens/message including retrieval context,weighted330 messages and0.99M input/0.198M output per seat/month. Use this token mix only where usage is billed separately. Unknown quoted components remain unknown.
- ECB2026-10-20 EUR1=USD1.1215=CHF0.9237; USD1=EUR0.89166206. Retrieved2026-10-21.

- cost_200 — Year-one cost at 200 users? [unknown]: ALM-14 shared cost assumptions v1.4, 2026-10-21. Unknown for 200 users:Pro caps50 users,so Enterprise licence,allowance and deployment/support quote are required. No quote requested; do not extrapolate EUR25 Pro rate. ALM-14 shared cost assumptions v1.4, 2026-10-21:12 months at public list prices, excluding VAT and invented discounts.60% light at100 messages/user/month,30% regular at400,10% power at1500;3000 input+600 output tokens/message including retrieval context,weighted330 messages and0.99M input/0.198M output per seat/month. Use this token mix only where usage is billed separately. Unknown quoted components remain unknown. ECB2026-10-20 EUR1=USD1.1215=CHF0.9237; USD1=EUR0.89166206. Retrieved2026-10-21. Sources: omnifact:omnifact:pricing, omnifact:omnifact:ecb-fx.
- cost_1000 — Year-one cost at 1,000 users? [unknown]: ALM-14 shared cost assumptions v1.4, 2026-10-21. Unknown for 1000 users:Pro caps50 users,so Enterprise licence,allowance and deployment/support quote are required. No quote requested; do not extrapolate EUR25 Pro rate. ALM-14 shared cost assumptions v1.4, 2026-10-21:12 months at public list prices, excluding VAT and invented discounts.60% light at100 messages/user/month,30% regular at400,10% power at1500;3000 input+600 output tokens/message including retrieval context,weighted330 messages and0.99M input/0.198M output per seat/month. Use this token mix only where usage is billed separately. Unknown quoted components remain unknown. ECB2026-10-20 EUR1=USD1.1215=CHF0.9237; USD1=EUR0.89166206. Retrieved2026-10-21. Sources: omnifact:omnifact:pricing, omnifact:omnifact:ecb-fx.
- cost_5000 — Year-one cost at 5,000 users? [unknown]: ALM-14 shared cost assumptions v1.4, 2026-10-21. Unknown for 5000 users:Pro caps50 users,so Enterprise licence,allowance and deployment/support quote are required. No quote requested; do not extrapolate EUR25 Pro rate. ALM-14 shared cost assumptions v1.4, 2026-10-21:12 months at public list prices, excluding VAT and invented discounts.60% light at100 messages/user/month,30% regular at400,10% power at1500;3000 input+600 output tokens/message including retrieval context,weighted330 messages and0.99M input/0.198M output per seat/month. Use this token mix only where usage is billed separately. Unknown quoted components remain unknown. ECB2026-10-20 EUR1=USD1.1215=CHF0.9237; USD1=EUR0.89166206. Retrieved2026-10-21. Sources: omnifact:omnifact:pricing, omnifact:omnifact:ecb-fx.
- variable_share — Which part depends on usage? [partial]: Enterprise base,pooled credit allowance,model/route rates,additional credits and Gateway markup are unknown. Quote base plus usage beyond included credit plus deployment/services; convert known EUR components at0.9237 CHF/EUR. No substitute vendor tariff/model assumed. Sources: omnifact:omnifact:pricing, omnifact:omnifact:gateway, omnifact:omnifact:billing, omnifact:omnifact:ecb-fx.
- unknown_parts — Which costs could not be priced? [supported]: Enterprise seat/volume rate,minimum spend,credit allowance,recharge tariff,model/route rates,Gateway markup percentage,private hosting and Academy service fees are unknown. Sources: omnifact:omnifact:pricing, omnifact:omnifact:gateway, omnifact:omnifact:billing.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:pricing, omnifact:omnifact:ecb-fx, omnifact:omnifact:gateway, omnifact:omnifact:billing

### VEN-03: Evaluation access

Judgment rule: Distinguish free tier, self-serve trial, sales-led pilot, paid proof of concept and open-source self-install. Record card requirement, duration, seat limit, and which features (SSO, connectors, admin) the trial includes. Map which shared scenarios can be run without sales approval.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Eligible M365 users can evaluate Copilot Chat directly; paid pilot terms remain unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: sales_gate.
- Read each atomic answer for its plan, access and feature limits.

- free_tier — Is there a free tier for business use? [supported]: Chat has no incremental charge for eligible M365 work accounts, with enterprise protections. Sources: microsoft-copilot:ms-price-us.
- self_serve_trial — Is a self-serve business trial available? [partial]: The enterprise page offers Chat access as the evaluation path; a timed paid add-on trial was not established. Sources: microsoft-copilot:ms-price-us.
- trial_scope — Do trials include SSO, connectors and admin features? [partial]: Chat includes enterprise protection and agent management, but full paid work grounding and other enterprise scenarios need their prerequisites. Sources: microsoft-copilot:ms-price-us.
- sales_gate — Does meaningful evaluation require sales contact? [unknown]: Does meaningful evaluation require sales contact? Unverified after checking enterprise pricing FAQ; no signup, card check or enterprise trial was performed.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-price-us

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Ten-day no-card Pro trial is self-serve; enterprise setup is gated.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- free_tier: Time-limited free trial; billing requires a paid subscription afterward. No permanent business free tier established.
- trial_scope: Pro chat, Spaces, Privacy Filter and platform access advertised; terms call trial scope limited. Enterprise SSO/SCIM/BYOK/private deployment and support-enabled APIs are not established trial entitlements.
- sales_gate: Base Pro trial is self-serve; Enterprise quotes, SSO and advanced API activation require vendor interaction. No vendor contact was made.

- free_tier — Is there a free tier for business use? [partial]: Time-limited free trial; billing requires a paid subscription afterward. No permanent business free tier established. Sources: omnifact:omnifact:pricing, omnifact:omnifact:billing.
- self_serve_trial — Is a self-serve business trial available? [supported]: Ten-day trial, no credit card, teams up to50 users via account signup. Sources: omnifact:omnifact:pricing.
- trial_scope — Do trials include SSO, connectors and admin features? [partial]: Pro chat, Spaces, Privacy Filter and platform access advertised; terms call trial scope limited. Enterprise SSO/SCIM/BYOK/private deployment and support-enabled APIs are not established trial entitlements. Sources: omnifact:omnifact:pricing, omnifact:omnifact:terms, omnifact:omnifact:developer.
- sales_gate — Does meaningful evaluation require sales contact? [partial]: Base Pro trial is self-serve; Enterprise quotes, SSO and advanced API activation require vendor interaction. No vendor contact was made. Sources: omnifact:omnifact:pricing, omnifact:omnifact:users, omnifact:omnifact:developer.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:pricing, omnifact:omnifact:billing, omnifact:omnifact:terms, omnifact:omnifact:developer, omnifact:omnifact:users

### VEN-04: Contract terms and pricing transparency

Judgment rule: Record minimum seats or commitment, contract length, monthly versus annual billing, price-change rules, cancellation and downgrade terms, and invoicing in CHF/EUR. Classify pricing as transparent, partially specified, quote-only or unknown, naming the missing fields. Quote-only pricing is a disclosed constraint.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Public seat prices are visible; procurement and cancellation details remain partly specified.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: minimum_commitment, cancellation, local_invoicing.
- Read each atomic answer for its plan, access and feature limits.

- minimum_commitment — What seat or spend minimum applies? [unknown]: What seat or spend minimum applies? Unverified after checking enterprise price cards and FAQ; seat minimums, downgrade/cancellation rules and contracting-entity currency terms not retrieved.
- contract_length — What contract lengths are offered? [supported]: The quoted add-on price uses annual auto-renewing subscription billing. Sources: microsoft-copilot:ms-price-de.
- cancellation — How can the contract be cancelled or reduced? [unknown]: How can the contract be cancelled or reduced? Unverified after checking enterprise price cards and FAQ; seat minimums, downgrade/cancellation rules and contracting-entity currency terms not retrieved.
- local_invoicing — Can it be invoiced in CHF or EUR from a European entity? [unknown]: Can it be invoiced in CHF or EUR from a European entity? Unverified after checking enterprise price cards and FAQ; seat minimums, downgrade/cancellation rules and contracting-entity currency terms not retrieved.
- transparency_class — Is pricing transparent, partial, quote-only or unknown? [partial]: Partially specified: list seat prices exist, while base licensing, metered services and negotiated terms change total cost. Sources: microsoft-copilot:ms-price-de, microsoft-copilot:ms-price-us.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-price-de, microsoft-copilot:ms-price-us

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Pro monthly/annual terms are public; Enterprise minimum and CHF invoicing are unknown.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- minimum_commitment: Pro maximum 50 users, Enterprise no team-size cap; public Enterprise minimum seat/spend and private-deployment minimum not established.
- local_invoicing: Omnifact Gmb H Frankfurt invoices EUR public prices, supports invoice/SEPA and payment within 14 days. CHF billing not established.
- transparency_class: Partial: public Pro price/credits/team cap but Enterprise, deployment, additional credits and services quote-only; Gateway markup not quantified.

- minimum_commitment — What seat or spend minimum applies? [partial]: Pro maximum 50 users, Enterprise no team-size cap; public Enterprise minimum seat/spend and private-deployment minimum not established. Sources: omnifact:omnifact:pricing.
- contract_length — What contract lengths are offered? [supported]: Monthly/annual terms; Enterprise flexible agreement. Annual renews yearly, monthly renews monthly. Sources: omnifact:omnifact:pricing, omnifact:omnifact:terms.
- cancellation — How can the contract be cancelled or reduced? [supported]: Annual notice three months before term end; monthly cancel for following month; text/email accepted. Seat removal gives prorated credit on next invoice per billing doc. Sources: omnifact:omnifact:terms, omnifact:omnifact:billing.
- local_invoicing — Can it be invoiced in CHF or EUR from a European entity? [partial]: Omnifact Gmb H Frankfurt invoices EUR public prices, supports invoice/SEPA and payment within 14 days. CHF billing not established. Sources: omnifact:omnifact:pricing, omnifact:omnifact:terms, omnifact:omnifact:imprint.
- transparency_class — Is pricing transparent, partial, quote-only or unknown? [partial]: Partial: public Pro price/credits/team cap but Enterprise, deployment, additional credits and services quote-only; Gateway markup not quantified. Sources: omnifact:omnifact:pricing, omnifact:omnifact:gateway.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:pricing, omnifact:omnifact:terms, omnifact:omnifact:billing, omnifact:omnifact:imprint, omnifact:omnifact:gateway

### VEN-05: Source licence

Judgment rule: Record licence per component (client, server, connectors, hosted extensions) and revision. Distinguish OSI open source, source-available with restrictions (branding clauses, user caps), and closed. Repository visibility is not a licence classification. Licences change between releases: record the current terms, and never carry a fork's historical licence over to the upstream product or the reverse.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Commercial hosted-service use is governed by restrictive Microsoft licence terms; component source licences remain unverified.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- This records hosted-service contractual rights, not an audited licence inventory for every client, sample or connector.

- licence_type — Which licence applies to each component? [partial]: The hosted commercial service uses Microsoft Online Services Product Terms. Use is limited to the licensing agreement, rights are reserved, and reverse engineering is restricted. Individual client and connector source licences were not inventoried. Sources: microsoft-copilot:microsoft-copilot:r4-online-service-terms.
- branding_restrictions — Do licence terms restrict branding or user counts? [unknown]: Do licence terms restrict branding or user counts? Unverified after checking Microsoft product, licensing and Agent Builder documentation; no service/client/connector source-licence inventory or current product licence grant was inspected.
- enterprise_features_closed — Are enterprise features in a separate closed edition? [unknown]: Are enterprise features in a separate closed edition? Unverified after checking Microsoft product, licensing and Agent Builder documentation; no service/client/connector source-licence inventory or current product licence grant was inspected.

Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25.

Sources: microsoft-copilot:microsoft-copilot:r4-online-service-terms

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Platform is proprietary; four inspected public integration/client components have MIT licences.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace, Omnifact Published Spaces, Public API and Enterprise AI Gateway, Omnifact document/chat CLI and XWiki sync, Omnifact example embeddable widget; version=Public documentation checked 2026-10-21; plan=Pro/Enterprise hosted licence; separately MIT-licensed client/integration tools at pinned revisions; API enablement required; add_ons=Customer-run CLI/widget tools; Published Spaces/API access and resource permissions as needed; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- Client/integration capabilities are documented in pinned README/licence files, not implementation-inspected or tested; they do not license the hosted platform.

- licence_type — Which licence applies to each component? [supported]: Terms grant contract-term nontransferable/non-sublicensable software use; platform source excluded unless expressly agreed. CLI, widget, n8n nodes and XWiki sync carry MIT licences at pinned commits; these do not license the hosted platform. Sources: omnifact:omnifact:terms, omnifact:omnifact:cli-licence-rev2, omnifact:omnifact:widget-licence-rev2, omnifact:omnifact:n8n-nodes-omnifact-licence-rev2, omnifact:omnifact:xwiki-sync-licence-rev2.
- branding_restrictions — Do licence terms restrict branding or user counts? [partial]: Platform use limited to agreed user count/own business personnel. Widget can theme colors/title under MIT notice obligations; MIT integrations do not impose seat limits. Platform branding-removal rules were not fully established. Sources: omnifact:omnifact:terms, omnifact:omnifact:widget-rev2, omnifact:omnifact:widget-licence-rev2.
- enterprise_features_closed — Are enterprise features in a separate closed edition? [partial]: Enterprise is a commercial feature/deployment tier; no open-core platform edition was established. Source may be included by separate agreement under terms3.3. Sources: omnifact:omnifact:pricing-rev2, omnifact:omnifact:terms.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:terms, omnifact:omnifact:cli-licence-rev2, omnifact:omnifact:widget-licence-rev2, omnifact:omnifact:n8n-nodes-omnifact-licence-rev2, omnifact:omnifact:xwiki-sync-licence-rev2, omnifact:omnifact:widget-rev2, omnifact:omnifact:pricing-rev2

### VEN-06: Data export and exit

Judgment rule: Record admin export of chats, assistants, knowledge bases, prompts and audit logs, formats, export completeness, user self-export, and what survives contract end. Run an admin export on a trial. Exported chats alone do not make assistants and knowledge portable.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Compliance search/export is distinct from a reusable complete workspace exit.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: assistant_export, knowledge_export, post_termination_window.
- Read each atomic answer for its plan, access and feature limits.

- chat_export — Can admins export all chats? [partial]: Microsoft documents Content search/Purview access and Teams Export APIs for stored interaction data; completeness across every chat surface was not tested. Sources: microsoft-copilot:ms-privacy.
- assistant_export — Can assistants and prompts be exported in a reusable format? [unknown]: Can assistants and prompts be exported in a reusable format? Unverified after checking Copilot privacy, retention and Agent Builder documentation; no admin export or post-contract retrieval test.
- knowledge_export — Can knowledge bases and their sources be exported? [unknown]: Can knowledge bases and their sources be exported? Unverified after checking Copilot privacy, retention and Agent Builder documentation; no admin export or post-contract retrieval test.
- export_format — Are formats documented and machine-readable? [partial]: Teams has an export API route; a complete reusable chat/assistant/knowledge format was not established. Sources: microsoft-copilot:ms-privacy.
- post_termination_window — How long can data be retrieved after termination? [unknown]: How long can data be retrieved after termination? Unverified after checking Copilot privacy, retention and Agent Builder documentation; no admin export or post-contract retrieval test.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-privacy

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

DPA promises data handover; documented APIs do not establish a complete workspace export.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace, Omnifact Published Spaces, Public API and Enterprise AI Gateway, Omnifact document/chat CLI and XWiki sync, Omnifact example embeddable widget; version=Public documentation checked 2026-10-21; plan=Pro/Enterprise hosted licence; separately MIT-licensed client/integration tools at pinned revisions; API enablement required; add_ons=Customer-run CLI/widget tools; Published Spaces/API access and resource permissions as needed; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- Client/integration capabilities are documented in pinned README/licence files, not implementation-inspected or tested; they do not license the hosted platform.

- chat_export — Can admins export all chats? [unknown]: Can admins export all chats? Unknown. No admin export-all-chats or reusable complete Space/agent/prompt export was established. No exit fixture was run.
- assistant_export — Can assistants and prompts be exported in a reusable format? [unknown]: Can assistants and prompts be exported in a reusable format? Unknown. No admin export-all-chats or reusable complete Space/agent/prompt export was established. No exit fixture was run.
- knowledge_export — Can knowledge bases and their sources be exported? [partial]: Documents API/CLI list metadata and manage Space files, while native generated files download. Full original-source, index and ACL export bundle was not established. Sources: omnifact:omnifact:api-docs, omnifact:omnifact:cli-rev2, omnifact:omnifact:documents.
- export_format — Are formats documented and machine-readable? [partial]: Document metadata via JSON; native outputs DOCX/XLSX/PPTX and chart images. Widget stores only its own conversation in browser local Storage; this is not an admin export of platform chats. Sources: omnifact:omnifact:api-docs, omnifact:omnifact:documents, omnifact:omnifact:widget-rev2.
- post_termination_window — How long can data be retrieved after termination? [partial]: DPA9.2 requires handover or approved destruction at completion/end; no guaranteed post-termination self-service download window specified. TOM gives30-day support organization deletion. Sources: omnifact:omnifact:dpa-rev2.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:api-docs, omnifact:omnifact:cli-rev2, omnifact:omnifact:documents, omnifact:omnifact:widget-rev2, omnifact:omnifact:dpa-rev2

### VEN-07: Support and service levels

Judgment rule: Record support channels, languages (German, French, Italian), hours and time zone, local or regional presence, documented response times, uptime SLA and credits, public status page and incident history. Popularity is not a reliability score.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Copilot support entry points are documented; plan-specific response, language and SLA commitments remain gaps.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Developer/extensibility support route only; no support case or sales request was opened.

- support_channels — Which support channels are available on each plan? [partial]: Copilot service/development support uses Admin Center Help and Support; the extensibility guide ties service requests to a Premier/Unified support agreement. General questions can use Microsoft Q&A. A complete plan/language/SLA matrix was not retrieved. Sources: microsoft-copilot:microsoft-copilot:r4-support-channels.
- support_languages — Is support available in German, French or Italian? [unknown]: Is support available in German, French or Italian? Unverified after checking https://status.cloud.microsoft/ returned a JavaScript-only shell; Copilot setup and enterprise plans did not establish language-specific support hours, regional team, response targets or applicable SLA credits.
- regional_presence — Is there a DACH or Swiss entity, team or partner? [unknown]: Is there a DACH or Swiss entity, team or partner? Unverified after checking https://status.cloud.microsoft/ returned a JavaScript-only shell; Copilot setup and enterprise plans did not establish language-specific support hours, regional team, response targets or applicable SLA credits.
- uptime_sla — Is there an uptime SLA with credits? [unknown]: Is there an uptime SLA with credits? Unverified after checking https://status.cloud.microsoft/ returned a JavaScript-only shell; Copilot setup and enterprise plans did not establish language-specific support hours, regional team, response targets or applicable SLA credits.
- status_page — Is there a public status page with history? [unknown]: Is there a public status page with history? Unverified after checking https://status.cloud.microsoft/ returned a JavaScript-only shell; Copilot setup and enterprise plans did not establish language-specific support hours, regional team, response targets or applicable SLA credits.

Checked 2026-10-26; agent cross-checked 2026-10-26; check again by 2026-12-25.

Sources: microsoft-copilot:microsoft-copilot:r4-support-channels

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Pro email support and Enterprise custom support are documented; a single applicable platform uptime SLA remains unknown.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro published support terms; Enterprise support and negotiated SLA only under its contract; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- Network and system availability percentages are not interchangeable. Enterprise SLA terms require the actual contract.

- support_channels — Which support channels are available on each plan? [partial]: Pro pricing promises email within 24 hours; terms process M–F usually09–17 and answer within one working day. Enterprise dedicated support/account manager/custom SLA; timezone not specified in terms. Sources: omnifact:omnifact:pricing-rev2, omnifact:omnifact:terms.
- support_languages — Is support available in German, French or Italian? [unknown]: Is support available in German, French or Italian? Unknown. No verified public incident-history status page or contracted DE/FR/IT support-language matrix was located; status.omnifact.ai did not resolve.
- regional_presence — Is there a DACH or Swiss entity, team or partner? [partial]: Omnifact Gmb H Frankfurt, Germany; pricing also mentions German and US service teams. No Swiss entity established. Sources: omnifact:omnifact:imprint, omnifact:omnifact:pricing-rev2.
- uptime_sla — Is there an uptime SLA with credits? [unknown]: Unknown applicable end-to-end service guarantee. Terms7.3 specify99.5% annual pure-network availability while DPA TOM states99.9% system availability, and Enterprise offers a custom SLA. No order-form/service mapping or fixed credit schedule was retrieved, so no single platform SLA is asserted.
- status_page — Is there a public status page with history? [unknown]: Is there a public status page with history? Unknown. No verified public incident-history status page or contracted DE/FR/IT support-language matrix was located; status.omnifact.ai did not resolve.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:pricing-rev2, omnifact:omnifact:terms, omnifact:omnifact:imprint, omnifact:omnifact:dpa-rev2

### VEN-08: Onboarding, training and adoption

Judgment rule: Record vendor-led onboarding, admin training, end-user training (live, e-learning, languages), use-case libraries, champion programmes, change-management materials and their cost. Distinguish included services from paid professional services and partner offerings.

#### Microsoft Copilot

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Microsoft publishes role-based learning and adoption materials.

Availability: generally-available
Delivery: native
Scope: surfaces=Microsoft Copilot Chat web app, Microsoft Copilot paid work chat, Copilot in Microsoft 365 apps and Teams, Microsoft Copilot desktop and mobile clients; version=Continuously updated commercial service, retrieved 2026-10-21; plan=Microsoft Copilot Chat with eligible Microsoft 365 subscription; paid Microsoft Copilot add-on where stated; add_ons=Qualifying Microsoft 365 base licence, Purview and SharePoint Advanced Management entitlements where stated, Copilot Credits usage-based billing for Cowork and other metered features where stated; deployment_mode=multi-tenant-saas; region=Commercial cloud; EU/EFTA tenant scope where stated, including Switzerland; no government-cloud generalisation; os=not specified.

Limitations:
- Unverified parts: onboarding_service, service_cost.
- Read each atomic answer for its plan, access and feature limits.

- onboarding_service — Is guided onboarding included? [unknown]: Is guided onboarding included? Unverified after checking Copilot Skilling Center and commercial resources; included onboarding entitlements, service language and professional-service fees not established.
- user_training — Is end-user training offered, in which languages? [partial]: The Skilling Center lists Academy learning, webinars and instructor-led events; exact DE/FR/IT delivery was not checked. Sources: microsoft-copilot:ms-training.
- use_case_library — Are role-based use cases and templates provided? [supported]: Copilot Prompt Gallery offers starter prompts. Sources: microsoft-copilot:ms-price-us.
- adoption_programme — Is there a champion or adoption programme? [supported]: Microsoft links its Champion programme and adoption resources. Sources: microsoft-copilot:ms-training.
- service_cost — Which services cost extra? [unknown]: Which services cost extra? Unverified after checking Copilot Skilling Center and commercial resources; included onboarding entitlements, service language and professional-service fees not established.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: microsoft-copilot:ms-training, microsoft-copilot:ms-price-us

#### Omnifact

Verification status: Agent cross-checked (agent-cross-checked)
Support: partial

Pro has learning material/webinar; Enterprise workshops and Academy are tailored.

Availability: generally-available
Delivery: native
Scope: surfaces=Omnifact hosted workspace; version=Public documentation checked 2026-10-21; plan=Pro Saa S up to50 users; Enterprise/BYOK/API options named per finding; unspecified entitlement where documentation does not map it; add_ons=none stated; deployment_mode=multi-tenant-saas; region=Omnifact Azure Germany West Central/Frankfurt storage; model-specific EU/direct routes, not a universal processing residency promise; os=not specified.

Limitations:
- user_training: Academy offers foundational/advanced courses, individual training and certificate options supporting AI literacy; complete delivery-language/volume entitlement not published.
- adoption_programme: Enterprise rollout/admin enablement/use-case workshops and Academy strategy/governance workshops advertised; a formal champion programme was not established.
- service_cost: Academy/additional training separately quoted; terms3.6 generally make installations, instruction/training chargeable under separate agreement.

- onboarding_service — Is guided onboarding included? [supported]: Pro onboarding documentation/e-learning and webinar; Enterprise custom onboarding/use-case workshops and account manager. Sources: omnifact:omnifact:pricing.
- user_training — Is end-user training offered, in which languages? [partial]: Academy offers foundational/advanced courses, individual training and certificate options supporting AI literacy; complete delivery-language/volume entitlement not published. Sources: omnifact:omnifact:pricing.
- use_case_library — Are role-based use cases and templates provided? [supported]: Space Starter templates include content creation, knowledge queries, professional development; release notes add meeting-minutes/mail-triage/helpdesk template previews. Sources: omnifact:omnifact:create, omnifact:omnifact:changes.
- adoption_programme — Is there a champion or adoption programme? [partial]: Enterprise rollout/admin enablement/use-case workshops and Academy strategy/governance workshops advertised; a formal champion programme was not established. Sources: omnifact:omnifact:home, omnifact:omnifact:pricing.
- service_cost — Which services cost extra? [partial]: Academy/additional training separately quoted; terms3.6 generally make installations, instruction/training chargeable under separate agreement. Sources: omnifact:omnifact:pricing, omnifact:omnifact:terms.

Checked 2026-10-21; agent cross-checked 2026-10-21; check again by 2026-12-20.

Sources: omnifact:omnifact:pricing, omnifact:omnifact:create, omnifact:omnifact:changes, omnifact:omnifact:home, omnifact:omnifact:terms

## Sources

### microsoft-copilot:ms-ppt-model-r2

Choose your model when editing with Copilot in PowerPoint. Commercial PowerPoint editing documents Auto, ChatGPT and Claude choices, with Anthropic admin enablement and session/region limits.

- URL: https://support.microsoft.com/en-us/office/choose-your-model-when-editing-with-copilot-in-powerpoint
- Locator: Commercial subscription requirement; editing-mode selector; session and region limits
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:models

Models: All Leading AI Models on One Platform – Omnifact. Current catalogue lists model families, tiers and EU/global region flags.

- URL: https://omnifact.ai/models
- Locator: OpenAI, Anthropic, Google and Mistral tables
- Evidence kind: vendor-claimed
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:select

Selecting an AI Model - Omnifact. Manual model picker shows provider/model/region and reasoning effort; browser stores per-model effort.

- URL: https://docs.omnifact.ai/en/platform/core-features/chats/model-selection
- Locator: Model selector, effort and reasoning trace
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:files

Attaching Documents & Images - Omnifact. Attachments have type-specific limits and media bypasses text filtering.

- URL: https://docs.omnifact.ai/en/platform/core-features/chats/attaching-documents
- Locator: Formats, input limits and privacy
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:pricing-rev2

Pricing Plans – Omnifact. Pro is EUR25/user/month annually up to50users. Enterprise adds BYOK/self-hosted models, analytics, SSO and custom SLA. The page is not used to establish an eligible Gateway markup or reconcile conflicting credit examples.

- URL: https://omnifact.ai/pricing
- Locator: Pro/Enterprise tier table, annual price and credit footnote
- Evidence kind: vendor-claimed
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:providers-rev2

Providers - Omnifact. Customer keys, custom OpenAI-compatible endpoints and self-hosted model connections require Enterprise BYOK; managed model access is separate.

- URL: https://docs.omnifact.ai/en/platform/team-administration/providers
- Locator: Supported Providers and Enterprise-only Bring Your Own Key
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:groups-rev2

Group Management - Omnifact. The Python/code execution tool is explicitly Experimental, has internet access and bypasses the Privacy Filter for sandbox inputs.

- URL: https://docs.omnifact.ai/en/platform/team-administration/groups
- Locator: Execute code (Experimental), tool controls and security note
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:dpa-rev2

Data Processing Agreement – Omnifact. DPA states return/approved destruction at contract end, distinct support-request deletion within30days, backup schedules and30-day subprocessor-change notice. This does not resolve runtime/plan-specific implementation or a complete current supplier mapping.

- URL: https://omnifact.ai/dpa
- Locator: Sections6.3,9.2/9.3; Annex3 deletion and backups; Annex4 subprocessor terms
- Evidence kind: documented
- Source date: 2026-04-21
- Retrieved: 2026-10-21

### microsoft-copilot:ms-roadmap

AI at Work Roadmap. The roadmap contains dated model launches, identifies Office in Copilot as Frontier and lists Cowork as generally available.

- URL: https://www.microsoft.com/en-us/microsoft-365/roadmap
- Locator: September model entries; October 9 Office Frontier; June 16 Cowork GA
- Evidence kind: vendor-claimed
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-release

Microsoft 365 Copilot release notes. Release notes distinguish platform availability and describe gradual tenant rollout.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes
- Locator: October 6 2026; gradual release policy
- Evidence kind: documented
- Source date: 2026-10-06
- Retrieved: 2026-10-21

### omnifact:omnifact:changes

Release Notes – Omnifact. Dated release notes through October 20 add models, agents, code, MCP, groups and 2FA.

- URL: https://omnifact.ai/release-notes
- Locator: October–May2026 and earlier entries
- Evidence kind: documented
- Source date: 2026-10-20
- Retrieved: 2026-10-21

### omnifact:omnifact:blog

Blog – Omnifact. Feature announcements include Gemini4Argon October 13 and integrations October 6.

- URL: https://omnifact.ai/blog
- Locator: Current dated feature drops
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:terms

Terms of Service – Omnifact. Terms define proprietary rights,99.5% annual network availability, support and cancellation.

- URL: https://omnifact.ai/terms
- Locator: Sections3/6–8/10–11/14–18
- Evidence kind: documented
- Source date: 2024-08-01
- Retrieved: 2026-10-21

### omnifact:omnifact:providers

Providers - Omnifact. Enterprise BYOK supports direct providers, Azure/Vertex and custom OpenAI-compatible endpoints.

- URL: https://docs.omnifact.ai/en/platform/team-administration/providers
- Locator: Supported Providers, BYOK and connection management
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:model-settings

Model Management - Omnifact. Model enablement applies to chat, Published Spaces and Gateway; image defaults and tiers are configurable.

- URL: https://docs.omnifact.ai/en/platform/team-administration/models
- Locator: Availability, Image Models and Model Providers
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:pricing

Pricing Plans – Omnifact. Pro annual EUR25 includes pooled EUR5 monthly AI credits per seat up to50 users; Enterprise and Academy are quoted.

- URL: https://omnifact.ai/pricing
- Locator: Pro, Enterprise, comparison and footnote1
- Evidence kind: vendor-claimed
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-anthropic

Anthropic models in Microsoft Online Services. Anthropic is disabled by default for EU/EFTA/UK tenants, excluded from EU/in-country processing commitments, and retention-labelled models have separate terms.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/connect-to-ai-subprocessor
- Locator: Opt-in regions; admin settings; Anthropic models with Data Retention
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-price-us

Microsoft Copilot Plans and Pricing - Enterprise. The US page lists Copilot Chat at no additional cost with eligible M365, a USD 30 annual-billing monthly add-on, separate base licensing and metered agent/Cowork use.

- URL: https://www.microsoft.com/en-us/copilot/pricing/enterprise
- Locator: Copilot Chat; paid add-on; compare plans; FAQ
- Evidence kind: vendor-claimed
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:dpa

Data Processing Agreement – Omnifact. DPA includes Frankfurt infrastructure/TOMs, retention, audit requirements and approved subprocessors.

- URL: https://omnifact.ai/dpa
- Locator: Sections1/6/9/11, Annex1, TOMs2.1–2.10 and Annex4
- Evidence kind: documented
- Source date: 2026-04-21
- Retrieved: 2026-10-21

### omnifact:omnifact:groups

Group Management - Omnifact. Additive groups govern capabilities, model tiers, US routes and filter exemptions; Enterprise SCIM mirrors groups.

- URL: https://docs.omnifact.ai/en/platform/team-administration/groups
- Locator: Group types, SCIM, permissions and sharing
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:gateway

AI Gateway - Omnifact. Enterprise opt-in OpenAI-compatible gateway uses eu/ routing and hard credit enforcement; V1 lacks tools/structured output.

- URL: https://docs.omnifact.ai/en/platform/team-administration/ai-gateway
- Locator: Prerequisites, EU routes, constraints, billing and errors
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:published

Published Spaces - Omnifact. Support-enabled Published Space APIs disable the Privacy Filter and use secret endpoint URLs.

- URL: https://docs.omnifact.ai/en/platform/team-administration/published-spaces
- Locator: Activation, model management and security
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:chat

Introduction to Chats - Omnifact. Chat retains conversations and supports document output, sources and daily message quotas.

- URL: https://docs.omnifact.ai/en/platform/core-features/chats/introduction
- Locator: Features, quotas and message limits
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:limits

AI Credits and Usage Limits - Omnifact. Exhausted monthly credits fall back in chat; Gateway blocks all calls without base fallback.

- URL: https://docs.omnifact.ai/en/guides/troubleshooting/usage-and-credits
- Locator: Credit exhaustion and fallback models
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-upload

File upload in Microsoft Copilot. The support article names document/image/text formats and a limit of 20 files per conversation and 50 MB per file.

- URL: https://support.microsoft.com/en-us/microsoft-365-copilot/file-upload-in-microsoft-copilot
- Locator: Supported file formats; file limits; files handling
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:documents

Document Creation - Omnifact. Isolated Python code creates XLSX/DOCX/PPTX/charts with internet egress and group controls.

- URL: https://docs.omnifact.ai/en/platform/core-features/chats/document-creation
- Locator: Document types, editing, formulas and sandbox
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:uploads

Managing Uploaded Files - Omnifact. Space file pipeline uses Tika OCR, chunking, embeddings and summaries; documents can be deleted permanently.

- URL: https://docs.omnifact.ai/en/platform/core-features/spaces/managing-uploaded-files
- Locator: Processing, deletion and FAQ
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:retrieval

Uploaded Files Retrieval - Omnifact. Agents retrieve source passages under Space membership and show citations/progress; strict no-answer grounding is instructed.

- URL: https://docs.omnifact.ai/en/platform/core-features/spaces/uploaded-files-retrieval
- Locator: Retrieval and source behavior
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-notebooks

Get answers and insights about your Microsoft Copilot Notebook. Free Copilot Chat notebooks use up to 50 references; paid notebook grounding uses up to 300, with broader entity types.

- URL: https://support.microsoft.com/en-us/microsoft-365-copilot/get-answers-and-insights-about-your-microsoft-365-copilot-notebook
- Locator: Reference limits and supported content types
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-notebook-instructions

Provide custom instructions for your Microsoft Copilot Notebook. Notebook instructions can be edited and shared collaboratively; a SharePoint or OneDrive service plan is required.

- URL: https://support.microsoft.com/en-us/microsoft-365-copilot/provide-custom-instructions-for-your-microsoft-365-copilot-notebook
- Locator: Instructions; sharing note; prerequisites
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-builder

Agent Builder in Microsoft 365 Copilot. Agent Builder creates knowledge/instruction agents, has admin access controls and requires Copilot Studio for authored external actions.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/extensibility/agent-builder
- Locator: Knowledge; licensing; admin controls; known limitations
- Evidence kind: documented
- Source date: 2026-09-30
- Retrieved: 2026-10-21

### omnifact:omnifact:billing

Billing & Usage - Omnifact. Billing describes proration, pooled credit and plan changes but uses USD5 examples and5000-page Pro quota.

- URL: https://docs.omnifact.ai/en/platform/team-administration/billing
- Locator: Seat Management, Monthly Usage Credit and Plan Management
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:spaces

What are Spaces? - Omnifact. Spaces persist instructions/knowledge and conversations with shared member access.

- URL: https://docs.omnifact.ai/en/platform/core-features/spaces/introduction
- Locator: Concepts, benefits and examples
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:share

Sharing Spaces with Colleagues - Omnifact. Organization users/groups share Spaces; group access is view-only and removal is immediate.

- URL: https://docs.omnifact.ai/en/platform/core-features/spaces/sharing-spaces
- Locator: Roles, group sharing and removal
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:sync

Connected Sources - Omnifact. Connected sources index selected Drive/OneDrive/SharePoint folders every five minutes and remove deleted content next cycle.

- URL: https://docs.omnifact.ai/en/platform/core-features/spaces/connected-sources
- Locator: Setup, privacy and FAQ
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-privacy

Data, Privacy, and Security for Microsoft Copilot. Microsoft documents the rename, Graph permissions, protected interaction storage, no foundation-model training and residency exceptions.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/microsoft-365-copilot-privacy
- Locator: Rename note; organizational data; stored interactions; EU Data Boundary
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-connector-license-r2

Prerequisites for deploying connectors. Paid Copilot/E7 supports connector grounding and federation; Studio/pay-as-you-go supports synced data in agents only, with no federated entitlement.

- URL: https://learn.microsoft.com/en-us/microsoftsearch/licensing
- Locator: Licensing matrix; federated prerequisites; synced versus agents
- Evidence kind: documented
- Source date: 2026-06-02
- Retrieved: 2026-10-21

### microsoft-copilot:ms-connectors-r2

Copilot connectors overview. Synced connectors index content/ACLs and provide citations; federation fetches live, while this October6 overview retains earlier read-only rollout wording.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/connectors/overview
- Locator: Architecture; source examples; citations; October rollout note
- Evidence kind: documented
- Source date: 2026-10-06
- Retrieved: 2026-10-21

### microsoft-copilot:ms-federated-r2

Federated connectors overview. The October16 detailed guide documents source-authorized writes and per-tool approval; Researcher stays read-only and Coming soon labels the admin Tools view.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/connectors/federated-connectors-overview
- Locator: Supported experiences; user licence; actions and confirmation; Tools view
- Evidence kind: documented
- Source date: 2026-10-16
- Retrieved: 2026-10-21

### microsoft-copilot:ms-custom-mcp-r2

Set up custom federated connectors. Custom MCP prerequisites include create/update/delete tools; user access requires the Copilot licence and intersecting tenant/staging controls.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/connectors/set-up-custom-federated-connectors
- Locator: MCP prerequisites; OAuth; tenant controls and staged rollout
- Evidence kind: documented
- Source date: 2026-10-16
- Retrieved: 2026-10-21

### microsoft-copilot:ms-personal-sync-r2

Self-serve sync connectors overview. Self-serve Confluence/Jira synchronization is a limited-preview per-user route with documented incremental/full crawl intervals.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/connectors/personal-sync-connectors-overview
- Locator: Limited preview; Confluence/Jira; incremental/full synchronization
- Evidence kind: documented
- Source date: 2026-08-13
- Retrieved: 2026-10-21

### omnifact:omnifact:integrations

Integrations - Omnifact. Curated first-party MCP and document connectors use separate live-versus-indexed access patterns.

- URL: https://docs.omnifact.ai/en/platform/team-administration/integrations
- Locator: Catalog, integration types and privacy
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:directory

Integrations: Connect the Tools Your Team Uses – Omnifact. Current catalogue names cloud storage, Google, Atlassian, CRM, design, communications and developer systems.

- URL: https://omnifact.ai/integrations/catalog
- Locator: Integration cards and custom MCP
- Evidence kind: vendor-claimed
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:xwiki-sync-rev2

omnifact-xwiki-sync pinned README. omnifact-xwiki-sync documents incremental XWiki page/attachment ingestion with delete propagation. This finding is documented at the pinned revision; no implementation behavior was tested or inspected.

- URL: https://github.com/OmnifactAI/omnifact-xwiki-sync/blob/599db2ec0c7f28ddb2a22c4a09a9242e5781316b/README.md
- Locator: Pinned README.md documentation at commit 599db2ec0c7f28ddb2a22c4a09a9242e5781316b; retrieved with GitHub file connector
- Evidence kind: documented
- Source date: 2026-08-25
- Retrieved: 2026-10-21

### omnifact:omnifact:mcp-rev2

MCP Servers - Omnifact. Tools have Always/Approval/Disable policies; Approval shows the request payload. Documentation conflicts on initial discovery defaults, which remain unknown.

- URL: https://docs.omnifact.ai/en/platform/team-administration/mcp-servers
- Locator: Per-tool policies, authentication and later tool refresh; initial discovery defaults excluded
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-setup

Set up Microsoft Copilot and assign licenses. IT assigns paid licences through M365; Microsoft documents Entra MFA, conditional access and additional Purview/SAM licensing dependencies.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/microsoft-365-copilot-setup
- Locator: Prerequisites; security; get started and deploy
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-dlp

Microsoft Purview DLP for Microsoft 365 Copilot and Cowork. Purview policies can detect sensitive prompt types and block Copilot processing; file-label and prompt paths have distinct conditions.

- URL: https://learn.microsoft.com/en-us/purview/dlp-microsoft365-copilot-location-learn-about
- Locator: Sensitive information types; prevent processing prompts; sensitivity labels
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:mcp

MCP Servers - Omnifact. Remote MCP has personal OAuth/shared static credentials, per-tool Always/Approval/Disable policies and private-network restrictions.

- URL: https://docs.omnifact.ai/en/platform/team-administration/mcp-servers
- Locator: Setup, policies, OAuth, approvals and privacy boundaries
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-memory

Personalize what Microsoft Copilot remembers. Microsoft documents saved memories, prior-chat inferences, custom instructions and user removal controls, with work insights depending on plan.

- URL: https://support.microsoft.com/en-us/microsoft-365-copilot/personalize-what-microsoft-365-copilot-remembers
- Locator: Saved memory; history; work insights; custom instructions; temporary chat
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:account

Account Settings - Omnifact. English/German UI and persistent personal context/instructions are documented; personalization is unfiltered.

- URL: https://docs.omnifact.ai/en/platform/core-features/account-settings/user-profile-and-personalization
- Locator: Language Preferences and Personalization
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-agents

Get started with agents in the Microsoft Copilot app. Users can discover prebuilt and organization agents and share agent links, subject to account and organization settings.

- URL: https://support.microsoft.com/en-us/microsoft-365-copilot/get-started-with-agents-in-the-microsoft-365-copilot-app
- Locator: Explore agents; create and share
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:users

User Management - Omnifact. User roles and Enterprise SSO/SCIM automate lifecycle while locking manual changes.

- URL: https://docs.omnifact.ai/en/platform/team-administration/users
- Locator: Roles, statuses, lifecycle and SSO/SCIM
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:create

Creating New Spaces - Omnifact. Users create custom Space agents with instructions and starter examples.

- URL: https://docs.omnifact.ai/en/platform/core-features/spaces/creating-spaces
- Locator: Space Starters and configuration
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:images

Image Generation - Omnifact. Images are generated/edited from references and retained in an Assets gallery.

- URL: https://docs.omnifact.ai/en/platform/core-features/chats/image-generation
- Locator: Generation, reference images and gallery
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:web

Web Search and Browsing - Omnifact. Web search displays citations and blocks queries with masked sensitive values.

- URL: https://docs.omnifact.ai/en/platform/core-features/chats/web-search-browsing
- Locator: Search, privacy and limitations
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-chat-privacy

Microsoft Copilot Chat Privacy and Protections. Copilot Chat has limited contextual work access, Exchange interaction logging, OneDrive uploads and a separate Bing web-query boundary.

- URL: https://learn.microsoft.com/en-us/copilot/privacy-and-protections
- Locator: Grounding; organizational data; logging; generated files; EUDB
- Evidence kind: documented
- Source date: 2026-08-24
- Retrieved: 2026-10-21

### microsoft-copilot:ms-manage

Manage Microsoft Copilot Chat. The Allow web search policy can target the tenant, groups and users and also applies to paid Copilot.

- URL: https://learn.microsoft.com/en-us/copilot/manage
- Locator: Manage web search queries; Cloud Policy
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-schedule

Schedule your most used Copilot prompts. Paid Copilot users can schedule up to ten prompts and edit, disable or delete schedules.

- URL: https://support.microsoft.com/en-us/microsoft-365-copilot/schedule-your-most-used-copilot-prompts
- Locator: Prerequisites; create; manage scheduled prompts
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:n8n-nodes-omnifact-rev2

n8n-nodes-omnifact pinned README. n8n-nodes-omnifact documents n8n community nodes for Gateway/chat/documents. This finding is documented at the pinned revision; no implementation behavior was tested or inspected.

- URL: https://github.com/OmnifactAI/n8n-nodes-omnifact/blob/7a3947c620206d4e195064421db525aaa4dfb50a/README.md
- Locator: Pinned README.md documentation at commit 7a3947c620206d4e195064421db525aaa4dfb50a; retrieved with GitHub file connector
- Evidence kind: documented
- Source date: 2026-09-10
- Retrieved: 2026-10-21

### microsoft-copilot:ms-cowork

Get started with Copilot Cowork. Cowork requires paid Copilot and enabled usage billing, exposes tool steps, and supports action approval and pause/cancel controls.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/cowork/get-started
- Locator: Prerequisites; watch Cowork work; approve actions
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:api-chat

Published Spaces Chat API - Omnifact. Published chat provides JSON/SSE and optional inline sources/agentic workflow headers.

- URL: https://docs.omnifact.ai/en/api-reference/published-space-chat
- Locator: Headers, responses and SSE events
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:stop

Stopping and Regenerating Responses - Omnifact. Send changes to a Stop button during response generation.

- URL: https://docs.omnifact.ai/en/platform/core-features/chats/stopping-regenerating-responses
- Locator: How to Stop
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-chat-api-r2

Microsoft 365 Copilot Chat API overview. The text Chat API preview requires each user to have the paid add-on, uses grounding/compliance, and excludes graphical/code/action skills.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/extensibility/api/ai-services/chat/overview
- Locator: Licensing; preview terms; limitations
- Evidence kind: documented
- Source date: 2026-07-02
- Retrieved: 2026-10-21

### microsoft-copilot:microsoft-copilot:r4-roadmap-work-iq

Microsoft AI at Work roadmap. The roadmap describes Work IQ API public preview with MCP, REST and A2A access to work context. This does not establish that the separate Chat API is an MCP server or confirm endpoint/plan prerequisites.

- URL: https://www.microsoft.com/en-us/microsoft-365/roadmap
- Locator: April 30, Work IQ API public preview; October 15 legal announcement
- Evidence kind: vendor-claimed
- Source date: Not stated
- Retrieved: 2026-10-26

### omnifact:omnifact:developer

Developer Tools - Omnifact. API enablement is gated and organization key regeneration/revocation is centralized.

- URL: https://docs.omnifact.ai/en/platform/team-administration/developer-tools
- Locator: Activation and API key management
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:api-docs

Documents API - Omnifact. Document APIs upload/list/inspect/update/delete Space files asynchronously.

- URL: https://docs.omnifact.ai/en/api-reference/documents
- Locator: Endpoints and schema examples
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-chat-usage

Microsoft Copilot Chat usage report. Unlicensed Copilot Chat usage is reported separately, anonymized by default, with per-user metrics and CSV export.

- URL: https://learn.microsoft.com/en-us/microsoft-365/admin/activity-reports/microsoft-copilot-usage
- Locator: Audience; metrics; export
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:microsoft-copilot:r4-mdm-deployment

Microsoft Copilot app deployment. The Windows Copilot installer can be distributed through Intune, Configuration Manager, Group Policy or another MDM. Automatic Microsoft 365 Apps installation has EEA/government/channel exclusions. The article confirms the Microsoft Copilot rename.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/deploy-microsoft-365-copilot-app
- Locator: Deploy via any MDM; prevent automatic installation; rename note
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-26

### omnifact:omnifact:home

AI for the Public Sector & Regulated Industries – Omnifact. Platform offers governed multi-model chat, Spaces, Privacy Filter and private deployment.

- URL: https://omnifact.ai/
- Locator: Product, governance and deployment overview
- Evidence kind: vendor-claimed
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-writing-r2

Get started writing prompts in Microsoft Copilot. The support guide gives drafting and Word rewrite examples and separately requires the commercial Copilot subscription for work-data grounding.

- URL: https://support.microsoft.com/en-us/microsoft-365-copilot/get-started-writing-prompts-in-microsoft-365-copilot
- Locator: Scope note; draft/edit examples; work-content licence
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:microsoft-copilot:r5-chat-translation

Copilot Chat file-content translation. Documents can be attached/referenced for prompted translation in Copilot Chat. The page documents tone and audience instructions, not a formatting-preservation guarantee or managed terminology glossary.

- URL: https://support.microsoft.com/en-us/microsoft-365-copilot/translate-files-into-another-language-in-microsoft-365-copilot-chat
- Locator: Translate a file; tone/style/country examples
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-26

### microsoft-copilot:microsoft-copilot:r5-word-translation-boundary

Word Translator and Copilot translation workflow. Word Translator creates a separate translated copy while retaining formatting; Copilot adapts wording, tone and audience. The page still asks users to review tables/layout after translation and does not make Translator the Copilot Chat engine.

- URL: https://word.cloud.microsoft/create/en/blog/how-to-translate-documents-in-word/
- Locator: Translate a Word document with Translator; Rewrite translated content with AI; Review checks
- Evidence kind: documented
- Source date: 2026-09-16
- Retrieved: 2026-10-26

### microsoft-copilot:microsoft-copilot:r5-sharepoint-translation

SharePoint document translation scope. SharePoint/OneDrive document processing offers format/structure-preserving translated copies, with 40 MB limits and file/permission restrictions. It is a separate service from Copilot Chat.

- URL: https://learn.microsoft.com/en-us/microsoft-365/documentprocessing/translation-overview?view=o365-worldwide
- Locator: Requirements; translated file copy; release limitations
- Evidence kind: documented
- Source date: 2026-04-23
- Retrieved: 2026-10-26

### microsoft-copilot:microsoft-copilot:r5-sharepoint-glossary

SharePoint terminology glossary. Document processing accepts language-pair glossary files, including CSV/TSV/TAB/XLF, selected in its translation workflow. This does not establish a managed glossary in Copilot Chat.

- URL: https://learn.microsoft.com/en-us/microsoft-365/documentprocessing/translation-glossary?view=o365-worldwide
- Locator: Create and use a custom glossary for document translation
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-26

### microsoft-copilot:microsoft-copilot:r5-sharepoint-metering

Document processing separate metered billing. Document processing uses an Azure subscription/resource group and a pay-as-you-go meter. A Copilot seat alone is not evidence that the separate glossary translation service is included.

- URL: https://learn.microsoft.com/en-us/microsoft-365/documentprocessing/syntex-azure-billing?view=o365-worldwide
- Locator: Prerequisites; services list including document translation
- Evidence kind: documented
- Source date: 2025-08-04
- Retrieved: 2026-10-26

### microsoft-copilot:microsoft-copilot:r4-image-admin

Configure Microsoft Copilot settings. Copilot Settings exposes an image-generation allow/prevent control. Available settings depend on licences, enabled features and rollout; AI Administrator is an example of the required admin role.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/configure-copilot-admin-center
- Locator: Configure Copilot actions; Before you begin
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-26

### microsoft-copilot:microsoft-copilot:r4-online-service-terms

Microsoft Product Terms for Online Services. Commercial use is limited to the licensing agreement and Microsoft reserves other rights. Reverse engineering is restricted. Generative-AI output is Customer Data and Microsoft does not own it; this is not a component-by-component source-licence inventory.

- URL: https://www.microsoft.com/licensing/terms/product/ForOnlineServices/all
- Locator: Using the Online Services; Acceptable Use; Generative AI Output Content
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-26

### omnifact:omnifact:privacy

Data Privacy - Omnifact. Filter defaults on but MCP, code, image/audio paths bypass it; code sandbox has internet egress.

- URL: https://docs.omnifact.ai/en/platform/team-administration/data-privacy
- Locator: Privacy Filter Control and boundaries
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-voice

Get started with Copilot Voice. Work/school dictation and read-aloud are documented, while Voice availability varies and feedback audio is removed after 48 hours.

- URL: https://support.microsoft.com/en-us/microsoft-365-copilot/get-started-with-voice-features-in-microsoft-365-copilot
- Locator: Feature/account matrix; work/school data and privacy
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-code-r2

Code interpreter security architecture. Code interpreter in Copilot/eligible declarative agents runs Python analysis and charts in session-isolated Azure VMs with no network traffic.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/extensibility/code-interpreter-security
- Locator: Availability; isolated Azure VM; Python analysis
- Evidence kind: documented
- Source date: 2025-11-26
- Retrieved: 2026-10-21

### microsoft-copilot:ms-chat-privacy-r2

Copilot Chat privacy and protections. Managed work Chat logs prompts/responses in Exchange and places uploads in OneDrive for Business; generated Office files have separate download/storage paths.

- URL: https://learn.microsoft.com/en-us/copilot/privacy-and-protections
- Locator: Exchange logging; OneDrive uploads; Office file generation
- Evidence kind: documented
- Source date: 2026-08-24
- Retrieved: 2026-10-21

### microsoft-copilot:ms-language

Supported languages for Microsoft Copilot. The supported work/school language list includes English, German, French and Italian, with localization asserted by Microsoft.

- URL: https://support.microsoft.com/en-us/microsoft-365-copilot/supported-languages-for-microsoft-365-copilot
- Locator: Work or school accounts; localization description
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:sso-blog

Single Sign-On (SSO) for Enterprise Authentication – Omnifact. Enterprise SAML2.0 supports optional SCIM, Id P policies and disabled email sign-in.

- URL: https://omnifact.ai/blog/feature-drop-introducing-sso
- Locator: Setup, benefits and changes
- Evidence kind: documented
- Source date: 2024-11-25
- Retrieved: 2026-10-21

### omnifact:omnifact:public-sector

GDPR-Compliant AI for Public Administration – Omnifact. Public-sector page names Entra/Okta/Keycloak and Germany/municipal on-premise options.

- URL: https://omnifact.ai/solutions/public-administration
- Locator: SSO, deployment and onboarding
- Evidence kind: vendor-claimed
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:auth

Authentication - Omnifact. TOTP, recovery codes and account/IP-specific throttling are described.

- URL: https://docs.omnifact.ai/en/platform/core-features/account-settings/authentication
- Locator: 2FA setup and failure handling
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:security-rev2

Security and Access - Omnifact. SSO/SAML users rely on identity-provider authentication and MFA and do not see native2FA setup. This does not establish nativeTOTP inclusion in a plan.

- URL: https://docs.omnifact.ai/en/platform/team-administration/security-and-access
- Locator: SSO/SAML identity-provider authentication; native2FA tier not established
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-cost-setup

Set up usage-based billing for Copilot Credits. The cost dashboard exposes policy and per-user monthly limits and consumes prepaid credit before PAYG overage.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/usage-based-billing-copilot-credits-setup
- Locator: Roles; monthly limits; prepaid and PAYG
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-usage

Microsoft Copilot usage report. The paid report tracks adoption and application activity and hides identifying user, group and site fields by default.

- URL: https://learn.microsoft.com/en-us/microsoft-365/admin/activity-reports/microsoft-365-copilot-usage
- Locator: Report metrics and privacy note
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:analytics-rev2

Analytics - Omnifact. Enterprise dashboard presents daily active users and messages with date ranges and toggles; export and additional breakdowns are not established.

- URL: https://docs.omnifact.ai/en/platform/team-administration/team-analytics
- Locator: Analytics heading, date-range selector, summary cards, activity chart; HTTP200 re-read2026-10-21
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-audit

Audit logs for Copilot and AI applications. Enabled Purview Audit records Copilot admin changes, users, accessed resources, agent identifiers and policy metadata.

- URL: https://learn.microsoft.com/en-us/purview/audit-copilot
- Locator: Admin and user activities; common properties
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-audit-standard

Learn about auditing solutions in Microsoft Purview. Purview distinguishes standard audit retention from separately licensed longer-retention capabilities.

- URL: https://learn.microsoft.com/en-us/purview/audit-solutions-overview
- Locator: Audit Standard and Premium retention
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-retention

Learn about retention for Copilot and AI apps. Copilot interaction copies live in hidden Exchange folders, can have Purview retention policies and remain subject to legal holds.

- URL: https://learn.microsoft.com/en-us/purview/retention-policies-copilot
- Locator: What is included; mailbox retention flow; holds
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:microsoft-copilot:r4-audit-export

Audit logs for Copilot and AI applications. Purview supports searching and exporting Copilot audit events, then filtering exported AppIdentity values. This is metadata export, not a claim that audit events contain full prompts and responses.

- URL: https://learn.microsoft.com/en-us/purview/audit-copilot
- Locator: Accessing Copilot audit logs; Next steps
- Evidence kind: documented
- Source date: 2026-08-26
- Retrieved: 2026-10-26

### microsoft-copilot:microsoft-copilot:r4-audit-api

Microsoft 365 usage reports in Microsoft Graph. The document identifies EXO Search-UnifiedAuditLog CSV export and Office 365 Management Activity API streaming to SIEM for CopilotInteraction events. It distinguishes these from Graph usage-report APIs.

- URL: https://learn.microsoft.com/en-us/graph/api/resources/report?view=graph-rest-beta
- Locator: Programmatically export unlicensed Copilot Chat usage
- Evidence kind: documented
- Source date: 2025-12-23
- Retrieved: 2026-10-26

### microsoft-copilot:ms-dlp-default

Learn about the default DLP policy for Microsoft 365 Copilot location. The default sensitive-prompt DLP policy simulates and alerts rather than blocking until configured otherwise.

- URL: https://learn.microsoft.com/en-us/purview/dlp-microsoft365-copilot-location-default-policy
- Locator: Simulation mode default
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:microsoft-copilot:r4-custom-dlp-types

Purview DLP for Copilot and Cowork. Prompt blocking supports built-in and custom sensitive-information types in preview with tenant rollout caveats. Uploaded-file contents are not scanned by this Copilot DLP location.

- URL: https://learn.microsoft.com/en-us/purview/dlp-microsoft365-copilot-location-learn-about
- Locator: Block sensitive information types in prompts; Files uploaded in prompts; Availability
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-26

### omnifact:omnifact:company

Company Profile - Omnifact. Company description and business context shape AI responses.

- URL: https://docs.omnifact.ai/en/platform/team-administration/company-profile
- Locator: Team Description and company identity
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-edp

Enterprise data protection in Microsoft Copilot and Microsoft Copilot Chat. Enterprise data protection applies Microsoft DPA/Product Terms and documents encryption and tenant separation.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/enterprise-data-protection
- Locator: DPA; protection of prompts and responses
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-eudb

What is the EU Data Boundary?. The EU/EFTA boundary covers customer data and pseudonymized personal logs subject to transfer exceptions, with professional-services data committed at rest.

- URL: https://learn.microsoft.com/en-us/privacy/eudb/eu-data-boundary-learn
- Locator: Overview; logs; countries; configuration
- Evidence kind: documented
- Source date: 2025-02-26
- Retrieved: 2026-10-21

### omnifact:omnifact:vertex

EU Data Residency for Claude and Gemini via Google Cloud – Omnifact. Google/Anthropic EU via Google Cloud are advertised with zero retention and EU-only configuration.

- URL: https://omnifact.ai/blog/feature-drop-eu-data-residency-vertex-ai
- Locator: What is new, compliance and EU model configuration
- Evidence kind: vendor-claimed
- Source date: 2026-04-01
- Retrieved: 2026-10-21

### omnifact:omnifact:trust-rev2

https://api.oneleet.com/api/v1/tenants/trust.omnifact.ai/trust. Public register lists Azure DE/NL/SE/IE infrastructure and Cloudflare EU/US edge metadata, plus model-provider routes; it is not a plan-specific processor/data-flow inventory.

- URL: https://api.oneleet.com/api/v1/tenants/trust.omnifact.ai/trust
- Locator: Public JSON subprocessors, lastUpdatedAt; infrastructure/metadata roles distinguished
- Evidence kind: documented
- Source date: 2026-10-21
- Retrieved: 2026-10-21

### microsoft-copilot:ms-no-training

Microsoft Copilot no-training statement. Microsoft states that prompts, responses and Graph data do not train foundation models and that the Copilot service opts out of Azure OpenAI abuse monitoring.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/microsoft-365-copilot-privacy
- Locator: Important; abuse monitoring
- Evidence kind: vendor-claimed
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:gateway-web

AI Gateway: One API for Every Model – Omnifact. Gateway consumes organization budget, does not store payloads and requires ZDR-capable models for strict retention.

- URL: https://omnifact.ai/ai-gateway
- Locator: Regional routing, budget and governance
- Evidence kind: vendor-claimed
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:privacy-intro

Why Data Privacy Matters - Omnifact. Vendor explicitly excludes training its own models on customer data and distinguishes EU/self-hosted routes.

- URL: https://docs.omnifact.ai/en/platform/core-features/privacy-security/introduction
- Locator: Privacy Commitment and FAQ
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-retention-r2

Learn about retention for Copilot and AI apps. Purview governs Exchange copies of AI interactions and holds, with asynchronous deletion processing distinct from uploaded-file storage.

- URL: https://learn.microsoft.com/en-us/purview/retention-policies-copilot
- Locator: Interaction storage; retention/hold processing; deleted users
- Evidence kind: documented
- Source date: 2025-09-26
- Retrieved: 2026-10-21

### microsoft-copilot:ms-subprocessors

Overview of AI Subprocessors. Microsoft links its Online Services Subprocessors List and subscriptions for change notifications.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/copilot-subprocessor-overview
- Locator: Subprocessor governance; customer notification
- Evidence kind: documented
- Source date: 2026-08-18
- Retrieved: 2026-10-21

### omnifact:omnifact:imprint

Legal Notice – Omnifact. Omnifact Gmb H is registered in Frankfurt, Germany, HRB131357.

- URL: https://omnifact.ai/legal-notice
- Locator: Company address and register
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### omnifact:omnifact:dpa-de

Auftragsverarbeitungsvertrag – Omnifact. Binding German DPA confirms region, transfer, retention and processor terms.

- URL: https://omnifact.ai/de/dpa
- Locator: Anlagen and main agreement
- Evidence kind: documented
- Source date: 2026-04-21
- Retrieved: 2026-10-21

### omnifact:omnifact:whitepapers

Get Instant Access to our Full Enterprise Whitepaper – Omnifact. Public library includes AI Act, workplace enablement, self-hosting and RAG guides.

- URL: https://omnifact.ai/whitepapers
- Locator: Whitepaper catalogue
- Evidence kind: vendor-claimed
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:microsoft-copilot:r4-report-access

Microsoft Service Trust Portal access. Microsoft publishes external audit reports and third-party penetration-test attestations in STP; some downloads require an Entra organization account and acceptance of the compliance-material NDA. No report was downloaded.

- URL: https://learn.microsoft.com/en-us/compliance/assurance/stp-get-started
- Locator: Accessing the Service Trust Portal; Reports, Whitepapers and Artifacts
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-26

### microsoft-copilot:microsoft-copilot:r5-bsi-iso27001

BSI certificate registry: Microsoft 365 ISMS IS 552878. BSI registry verifies Microsoft Corporation IS 552878 for the Microsoft 365 services ISMS, development, operations and PII protection, with a February 14, 2024 applicability statement. It does not name Copilot separately.

- URL: https://www.bsigroup.com/en-GB/products-and-services/assessment-and-certification/validation-and-verification/client-directory-certificate/IS%20552878/
- Locator: ISO/IEC 27001:2022; Microsoft Corporation; scope and effective/expiry dates
- Evidence kind: certificate-verified
- Source date: 2024-07-26
- Retrieved: 2026-10-26
- Issuer: BSI
- Certificate scope: Microsoft Corporation; Microsoft 365 services ISMS, development, operations and PII protection; Statement of Applicability dated 2024-02-14. No explicit Copilot-specific scope list was obtained from this registry entry.
- Valid: 2024-07-29 to 2027-07-28
- Registry: https://www.bsigroup.com/en-GB/products-and-services/assessment-and-certification/validation-and-verification/client-directory-certificate/IS%20552878/

### microsoft-copilot:microsoft-copilot:r5-bsi-iso27701

BSI certificate registry: Microsoft 365 privacy PM 741035. BSI verifies the Microsoft 365 services processor privacy-management scope, referring to IS 552878 and the February 14, 2024 applicability statement. Copilot-specific applicability is not independently enumerated.

- URL: https://www.bsigroup.com/en-GB/products-and-services/assessment-and-certification/validation-and-verification/client-directory-certificate/PM%20741035/
- Locator: ISO/IEC 27701:2019; processor scope; effective/expiry dates
- Evidence kind: certificate-verified
- Source date: 2024-07-26
- Retrieved: 2026-10-26
- Issuer: BSI
- Certificate scope: Microsoft Corporation; Microsoft 365 services ISMS, development, operations, support and PII protection as a processor; Statement of Applicability dated 2024-02-14; references IS 552878. Not a separately enumerated Copilot certificate.
- Valid: 2024-07-29 to 2027-07-28
- Registry: https://www.bsigroup.com/en-GB/products-and-services/assessment-and-certification/validation-and-verification/client-directory-certificate/PM%20741035/

### microsoft-copilot:microsoft-copilot:r5-copilot-compliance-boundary

Copilot Microsoft 365 compliance relationship. Microsoft includes Copilot in its existing Microsoft 365 privacy/security/compliance commitments and lists ISO 27001/42001. This is vendor scope documentation, not the issuer’s Copilot-specific certificate schedule.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/microsoft-365-copilot-privacy
- Locator: Meeting regulatory compliance requirements
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-26

### microsoft-copilot:microsoft-copilot:r5-iso42001-scope

Microsoft public ISO 42001 service scope. Microsoft explicitly lists Copilot and Copilot Chat in its ISO 42001 service scope. The public page points to STP but does not provide an issuer/certificate validity interval for those products.

- URL: https://learn.microsoft.com/en-us/compliance/regulatory/offering-iso-42001
- Locator: Microsoft AI services in scope; report route
- Evidence kind: vendor-claimed
- Source date: 2026-09-11
- Retrieved: 2026-10-26

### omnifact:omnifact:trust

https://api.oneleet.com/api/v1/tenants/trust.omnifact.ai/trust. Public Trust Center JSON exposes certificate access and named processor locations, including US direct model routes and Cloudflare telemetry.

- URL: https://api.oneleet.com/api/v1/tenants/trust.omnifact.ai/trust
- Locator: documents, subprocessors and lastUpdatedAt
- Evidence kind: documented
- Source date: 2026-10-21
- Retrieved: 2026-10-21

### omnifact:omnifact:iso

Omnifact GmbH ISO/IEC27001:2022 official certificate. Certificate123228 issue1 from Prescient Security LLC covers Omnifact Platform/Spaces and Azure ISMS; valid2026-04-07 through 2029-04-06 subject to surveillance.

- URL: https://api.oneleet.com/api/v1/tenants/trust.omnifact.ai/trust/documents/bb9dd08f-c61a-48f3-be41-9fbcdf24e9c3/download-url
- Locator: Public Trust Center certificate PDF, one page: scope, issuer, issue date and validity
- Evidence kind: certificate-verified
- Source date: 2026-04-07
- Retrieved: 2026-10-21
- Issuer: Prescient Security LLC
- Certificate scope: ISMS supporting Omnifact GmbH, Omnifact Platform and Spaces, associated data, infrastructure, software, personnel and procedures, including Microsoft Azure; SoA1.4 dated2026-03-30.
- Valid: 2026-04-07 to 2029-04-06
- Registry: https://trust.omnifact.ai/

### microsoft-copilot:ms-price-de

Microsoft Copilot - Pläne und Preise für Unternehmen. The German page lists EUR 26 per user per month billed annually excluding VAT, plus a qualifying M365 subscription.

- URL: https://www.microsoft.com/de-de/copilot/pricing/enterprise
- Locator: Paid Microsoft 365 Copilot price card and tax notice
- Evidence kind: vendor-claimed
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:ms-credit-rates

Billing rates and management. Studio billing uses feature-dependent credits, with qualifying paid-user assistive scenarios listed at no charge.

- URL: https://learn.microsoft.com/en-us/microsoft-copilot-studio/requirements-messages-management
- Locator: Copilot Credits billing table
- Evidence kind: documented
- Source date: Not stated
- Retrieved: 2026-10-21

### microsoft-copilot:fx-20261020

Euro foreign exchange reference rates. ECB historical XML retrieved directly confirms EUR 1 = USD 1.1215 and CHF 0.9237 for 2026-10-20.

- URL: https://www.ecb.europa.eu/stats/eurofxref/eurofxref-hist.xml
- Locator: Cube time=2026-10-20; USD and CHF entries
- Evidence kind: documented
- Source date: 2026-10-20
- Retrieved: 2026-10-21

### omnifact:omnifact:ecb-fx

ECB historical euro reference rates, 20 October 2026. ECB2026-10-20 reference rates:EUR1=USD1.1215=CHF0.9237, implying USD1=EUR0.89166206.

- URL: https://www.ecb.europa.eu/stats/eurofxref/eurofxref-hist.xml
- Locator: Cube time=2026-10-20, USD and CHF currency entries
- Evidence kind: documented
- Source date: 2026-10-20
- Retrieved: 2026-10-21

### omnifact:omnifact:widget-rev2

omnifact-widget pinned README. omnifact-widget documents an unsupported demonstration web component with local Storage conversations. This finding is documented at the pinned revision; no implementation behavior was tested or inspected.

- URL: https://github.com/OmnifactAI/omnifact-widget/blob/9d53cadfbfe1bd9a0e31b7da49b74a1dfc2626f2/README.md
- Locator: Pinned README.md documentation at commit 9d53cadfbfe1bd9a0e31b7da49b74a1dfc2626f2; retrieved with GitHub file connector
- Evidence kind: documented
- Source date: 2026-02-06
- Retrieved: 2026-10-21

### omnifact:omnifact:cli-licence-rev2

omnifact-cli MIT licence. MIT licence applies to this integration/client component, not to the Omnifact platform. This finding is documented at the pinned revision; no implementation behavior was tested or inspected.

- URL: https://github.com/OmnifactAI/omnifact-cli/blob/576aea6a6c0ce195de08a1d2b9b385d18efe3d06/LICENSE
- Locator: Pinned LICENSE documentation at commit 576aea6a6c0ce195de08a1d2b9b385d18efe3d06; retrieved with GitHub file connector
- Evidence kind: documented
- Source date: 2026-05-12
- Retrieved: 2026-10-21

### omnifact:omnifact:widget-licence-rev2

omnifact-widget MIT licence. MIT licence applies to this integration/client component, not to the Omnifact platform. This finding is documented at the pinned revision; no implementation behavior was tested or inspected.

- URL: https://github.com/OmnifactAI/omnifact-widget/blob/9d53cadfbfe1bd9a0e31b7da49b74a1dfc2626f2/LICENSE
- Locator: Pinned LICENSE documentation at commit 9d53cadfbfe1bd9a0e31b7da49b74a1dfc2626f2; retrieved with GitHub file connector
- Evidence kind: documented
- Source date: 2026-02-06
- Retrieved: 2026-10-21

### omnifact:omnifact:n8n-nodes-omnifact-licence-rev2

n8n-nodes-omnifact MIT licence. MIT licence applies to this integration/client component, not to the Omnifact platform. This finding is documented at the pinned revision; no implementation behavior was tested or inspected.

- URL: https://github.com/OmnifactAI/n8n-nodes-omnifact/blob/7a3947c620206d4e195064421db525aaa4dfb50a/LICENSE
- Locator: Pinned LICENSE documentation at commit 7a3947c620206d4e195064421db525aaa4dfb50a; retrieved with GitHub file connector
- Evidence kind: documented
- Source date: 2026-09-10
- Retrieved: 2026-10-21

### omnifact:omnifact:xwiki-sync-licence-rev2

omnifact-xwiki-sync MIT licence. MIT licence applies to this integration/client component, not to the Omnifact platform. This finding is documented at the pinned revision; no implementation behavior was tested or inspected.

- URL: https://github.com/OmnifactAI/omnifact-xwiki-sync/blob/599db2ec0c7f28ddb2a22c4a09a9242e5781316b/LICENSE
- Locator: Pinned LICENSE documentation at commit 599db2ec0c7f28ddb2a22c4a09a9242e5781316b; retrieved with GitHub file connector
- Evidence kind: documented
- Source date: 2026-08-25
- Retrieved: 2026-10-21

### omnifact:omnifact:cli-rev2

omnifact-cli pinned README. omnifact-cli documents document management and conversational CLI commands. This finding is documented at the pinned revision; no implementation behavior was tested or inspected.

- URL: https://github.com/OmnifactAI/omnifact-cli/blob/576aea6a6c0ce195de08a1d2b9b385d18efe3d06/README.md
- Locator: Pinned README.md documentation at commit 576aea6a6c0ce195de08a1d2b9b385d18efe3d06; retrieved with GitHub file connector
- Evidence kind: documented
- Source date: 2026-05-12
- Retrieved: 2026-10-21

### microsoft-copilot:microsoft-copilot:r4-support-channels

Copilot support and feedback. Copilot extensibility support directs general questions to Microsoft Q&A and service/development issues to Admin Center Help and Support; service requests depend on Premier/Unified support agreement.

- URL: https://learn.microsoft.com/en-us/microsoft-365/copilot/extensibility/feedback
- Locator: Developer support channels
- Evidence kind: documented
- Source date: 2026-01-22
- Retrieved: 2026-10-26

### microsoft-copilot:ms-training

Microsoft Copilot Skilling Center. Microsoft publishes admin and user learning resources and links its Champion programme.

- URL: https://adoption.microsoft.com/en-us/copilot/skilling-center/
- Locator: Role-based resources; Academy; Champions
- Evidence kind: vendor-claimed
- Source date: Not stated
- Retrieved: 2026-10-21
