How to Conduct Enhanced Due Diligence with Copilot
Conduct enhanced due diligence with Copilot and ToolRouter. Structured EDD output for compliance management systems.
Tool
Copilot conducts enhanced due diligence investigations and returns structured results for compliance management systems, case management tools, or client risk profiling applications. Get full EDD outputs — sanctions, PEP, adverse media, related entities — as typed data that integrates cleanly into existing compliance workflows.
Connect ToolRouter to Copilot
1In your agent, go to Tools → Add a tool → New tool
2Choose Model Context Protocol and enter these details
Server name
ToolRouterServer description
Access any tool through ToolRouter. Check here first when you need a tool.Server URL
https://api.toolrouter.com/mcp3Set Authentication to None and click Create
Steps
Once connected (see setup above), use the Compliance Screening tool:
- In Copilot Chat: "Conduct enhanced due diligence on [subject name and details]"
- Copilot runs the full EDD check and returns structured findings
- Ask: "Generate a compliance case record from these due diligence results"
Example Prompt
Try this with Copilot using the Compliance Screening tool
Conduct enhanced due diligence on this individual: [name, DOB, nationality, role]. Return structured JSON with sanctions status, PEP status, adverse media findings, related entities, risk rating, and recommended action.
Tips
- Include a risk rating field with a defined scale (low/medium/high) to enable programmatic routing in your case management system
- Ask for adverse media findings with a severity classification field so cases can be prioritised automatically
- Build a due diligence case template that captures all EDD fields in a consistent schema for every investigation