Introduction
Relecloud is an AI platform company handling Woodgrove Bank's regulated financial data, and that data now moves through channels that didn't exist even a few years ago: Microsoft 365 Copilot prompts, AI agent messages to human reviewers, and agent-to-agent handoffs, alongside the usual email, file, and chat traffic. Preventing that data from leaking means treating AI agents as a first-class activity source in your data loss prevention (DLP) strategy, not as an afterthought bolted onto policies built for people and files.
Consider a case that lands on your desk: Woodgrove Bank's regulated financial data now moves through Relecloud's Copilot and agent surfaces, with no single place obviously watching all of it. Relecloud built a specific DLP safeguard to stop credit card numbers from ever passing through Microsoft 365 Copilot. Then an AI agent messages a human reviewer, and that message contains a customer's actual credit card number. The safeguard you built for exactly this scenario stays completely silent. A different alert fires instead.
What you'll learn
- Specify DLP requirements as location + condition + action across Exchange, SharePoint, OneDrive, Teams, endpoints, and the Microsoft 365 Copilot location.
- Attribute a DLP alert to the exact policy that produced it, and respond to correlated alerts inside a Microsoft Defender XDR incident.
- Combine retention policies, retention labels, and label policies to hold regulated records for the required period, with Preservation Lock protecting the result.
- Monitor AI activity with Data Security Posture Management (DSPM) for AI, and extend visibility to third-party AI sites with device onboarding and the Purview browser extension.
- Recognize the broader Purview governance surface, including reporting and alerting, Insider Risk Management, and Purview Audit.
By the end of this module, you can specify, monitor, and respond to data loss prevention and retention requirements across Relecloud's Microsoft 365 workloads, AI agents, and Copilot interactions.