Dynamics 365 Finance: Core financials - Enable import of customer payment remittance advice for processing and settlement

🚨 The Signal: Dynamics 365 Finance now automates customer payment and remittance advice processing using AI. This streamlines accounts receivable, but introduces new data processing points that require security scrutiny.

The Impact

Finance teams are affected by new AI-driven data processing, creating a risk of data integrity issues or unintended data exposure if not properly secured.

• Finance users: Risk of incorrect payment application if AI mapping is flawed.
• Security teams: Need to assess AI data processing for compliance and data leakage.
• Compliance officers: Must verify adherence to data handling policies for financial data.
• Admins: Must secure Power Platform integrations handling sensitive financial data.

The Action

1. Review Power Platform Data Loss Prevention (DLP) policies for Dynamics 365 and Power Automate environments.
2. Assess AI Builder models used for remittance processing for data accuracy and potential bias.
3. Implement least privilege access for service accounts interacting with Dynamics 365 and Power Platform.
4. Monitor audit logs for unusual activity related to automated payment processing and data imports.
5. Conduct a privacy impact assessment (PIA) for the new AI-driven financial data processing.

Domain: Agentic-AI · Impact: high · Workload: Other