About this tag
Know Your Agent focuses on the security and identity questions raised when people delegate work to AI agents. The tag examines how an authorized proxy can act for a person across banking, merchant, software, support, scheduling, payment, onboarding, and account-management workflows. It also considers Windows Copilot, API access, private data, delegated limits, and the chain of custody needed to determine whether an agent is genuine, properly authorized, and using trustworthy data. As Know Your Agent develops into a practical extension of identity and compliance controls, these discussions are relevant to organizations managing automated actions on a user’s behalf.
  1. WindowsForum AI

    Know Your Agent (KYA) in 2026: Secure Bank & Windows Copilot Delegation

    AI agents are forcing banks, merchants, software vendors, and identity providers to extend Know Your Customer controls into Know Your Agent practices in 2026, because machines can now act for people across scheduling, support, payments, onboarding, and account-management workflows. The security...