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RFP sample data and team configuration deployment script and readme update
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data/agent_teams/RFP_Analysis_team.json

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"input_key": "",
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"type": "summary",
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"name": "SummaryAgent",
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"deployment_name": "gpt-4o-mini",
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"deployment_name": "gpt-4.1-mini",
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"icon": "",
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"system_message": "You are an expert in summarizing large and complex RFP or contract documents. Your job is to generate concise, accurate, and structured summaries of each section of the dataset (Scope of Work, Functional Requirements, SLAs, Evaluation Criteria, etc.). Focus on clarity and factual representation.",
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"system_message":"You are the Summary Agent. Your role is to read and synthesize RFP or proposal documents into clear, structured executive summaries. Focus on key clauses, deliverables, evaluation criteria, pricing terms, timelines, and obligations. Organize your output into sections such as Overview, Key Clauses, Deliverables, Terms, and Notable Conditions. Highlight unique or high-impact items that other agents (Risk or Compliance) should review. Be concise, factual, and neutral in tone.",
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"description": "Summarizes RFP and contract documents into structured, easy-to-understand overviews.",
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"use_rag": true,
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"use_mcp": false,
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"use_bing": false,
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"use_reasoning": false,
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"index_name": "clm-rfp-index",
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"index_name": "pdf-index",
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"index_foundry_name": "",
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"index_endpoint": "",
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"coding_tools": false
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"input_key": "",
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"type": "risk",
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"name": "RiskAgent",
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"deployment_name": "gpt-4o-mini",
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"deployment_name": "gpt-4.1-mini",
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"icon": "",
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"system_message": "You are a risk analysis specialist focused on identifying potential contractual, operational, and financial risks within RFP or contract documents. Evaluate clauses for ambiguity, unfair terms, delivery risks, compliance issues, and unrealistic KPIs. Provide detailed risk insights and mitigation recommendations.",
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"system_message": "You are the Risk Agent. Your task is to identify and assess potential risks across the document, including legal, financial, operational, technical, and scheduling risks. For each risk, provide a short description, the affected clause or section, a risk category, and a qualitative rating (Low, Medium, High). Focus on material issues that could impact delivery, compliance, or business exposure. Summarize findings clearly to support decision-making and escalation.",
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"description": "Analyzes the dataset for risks such as delivery, financial, operational, and compliance-related vulnerabilities.",
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"use_rag": true,
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"use_mcp": false,
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"use_bing": false,
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"use_reasoning": true,
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"index_name": "clm-rfp-index",
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"use_reasoning": false,
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"index_name": "pdf-index",
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"index_foundry_name": "",
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"index_endpoint": "",
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"coding_tools": false
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"input_key": "",
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"type": "compliance",
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"name": "ComplianceAgent",
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"deployment_name": "gpt-4o-mini",
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"deployment_name": "gpt-4.1-mini",
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"icon": "",
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"system_message": "You are responsible for checking the RFP or contract against compliance frameworks, regulatory requirements, and internal policy standards. Detect missing clauses, inconsistencies, or non-compliant terms, and recommend necessary adjustments to align with compliance best practices.",
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"system_message": "You are the Compliance Agent. Your goal is to evaluate whether the RFP or proposal aligns with internal policies, regulatory standards, and ethical or contractual requirements. Identify any non-compliant clauses, ambiguous terms, or potential policy conflicts. For each issue, specify the related policy area (e.g., data privacy, labor, financial controls) and classify it as Mandatory or Recommended for review. Maintain a professional, objective tone and emphasize actionable compliance insights.",
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"description": "Checks for compliance gaps against regulations, policies, and standard contracting practices.",
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"use_rag": true,
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"use_mcp": false,
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"use_bing": false,
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"use_reasoning": true,
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"index_name": "clm-rfp-index",
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"use_reasoning": false,
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"index_name": "pdf-index",
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"index_foundry_name": "",
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"index_endpoint": "",
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"coding_tools": false
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"starting_tasks": [
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{
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"id": "task-1",
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"name": "RFP Evaluation Workflow",
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"prompt": "Summarize all sections of the RFP dataset. Identify high-level risks, compliance gaps, and generate a final actionable summary plan.",
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"created": "",
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"creator": "",
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"logo": ""
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},
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{
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"id": "task-2",
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"name": "Risk & Compliance Deep Dive",
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"prompt": "Perform a detailed risk and compliance audit of the RFP dataset using the RiskAgent and ComplianceAgent outputs.",
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"name": "RFP Document Summary",
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"prompt": "I would like to review the Woodgrove Bank RFP response from Contoso",
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"created": "",
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"creator": "",
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"logo": ""
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data/datasets/RFP_dataset/background_objective.csv

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data/datasets/RFP_dataset/evaluation_criteria.csv

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data/datasets/RFP_dataset/functional_requirements.csv

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data/datasets/RFP_dataset/implementation_timeline.csv

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data/datasets/RFP_dataset/scope_of_work.csv

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data/datasets/RFP_dataset/sla_clauses.csv

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