Orbit Platform Documentation
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  • Welcome
  • 1. Introduction
    • 1.1 Orbit Platform Overview
    • 1.2 Key Features
    • 1.3 Target Audience
    • 1.4 Benefits of Using Orbit Platform
    • 1.5 Overview of this Documentation
  • 2. Quick Start
    • 2.1 Accessing Orbit Platform
    • 2.2 Navigating the User Interface
    • 2.3 Basic User Cases
      • 2.3.1 Conducting a Semantic Search
      • 2.3.2 Copilot Chat
      • 2.3.3 Browsing and Using Pre-Defined Bots
    • 2.4 Exploring the Bot Marketplace
    • 2.5 Understanding SaaS Features and Limitations
  • 3. Platform Overview
    • 3.1 Overview of Orbit Platform
    • 3.2 Orbit AI Studio
      • 3.2.1 Data Loaders
      • 3.2.2 Metadata Management
      • 3.2.3 PDF Pre-Processing
      • 3.2.4 LLM Integration
      • 3.2.5 Workflow Automation
    • 3.3 Custom Knowledge Base Creation
    • 3.4 Chat and Search Capabilities
    • 3.5 Bot Marketplace
      • 3.5.1 Overview of the Bot Marketplace
      • 3.5.2 Creating and Managing Bots
      • 3.5.3 Automating Manual Tasks with Bots
  • 3.6 Data Connectors
  • 4. User Guide
    • 4.1 General User Interface
      • 4.1.1 Portfolio Management
      • 4.1.2 Concept Management
      • 4.1.3 Share
    • 4.2 Semantic Search and Chat
    • 4.3 Features on Single Document
    • 4.4 Create Your Knowledge Base
  • 5. Orbit Knowledge Bases
    • 5.1 Introduction
  • 5.2 Global Exchange Filings
  • 5.3 China Earnings Transcripts
  • 5.4 Global Sustainability Reports
  • 5.5 Global Regulation Documents
  • 5.6 Global Earnings Transcripts
  • 5.7 Listed Companies Official Documents
  • 5.8 Private Companies Official Documents
  • 5.9 Google News
  • 5.10 China Bond Documents
  • 6. Off-the-Shelf Bots
    • 6.1 Data Transformer
    • 6.2 Filings Insight Extractor
    • 6.3 Portfolio News Tracker
    • 6.4 Summary Composer
    • 6.5 Financial Statement Navigator
    • 6.6 Earning Call Calendar
    • 6.7 News Flow Tracker
  • 6.8 SmartMonitor Bot
  • 7. Pricing
    • 7.1 Product Options
    • 7.2 SaaS Pricing Structure
  • 7.3 Product Selection Guide
  • 8. Enterprise Deployment
    • 8.1 Deployment Options
    • 8.2 Security and Compliance
    • 8.3 Scaling and Performance
    • 8.4 Integration with Existing Systems
  • 9. Use Cases and Examples
    • 9.1 Investment Research Use Cases
      • 9.1.1 Generate a Research Report with Copilot Chat
      • 9.1.2 Analyse Investment Themes from Annual Reports
    • 9.2 Sustainability Use Cases
      • 9.2.1 Generate an ESG Report with Copilot Chat
      • 9.2.2 Orbit vs Claude vs Perplexity
    • 9.3 Service Provider Use Cases
    • 9.4 Case Studies: Success Stories
  • 10. FAQ and Troubleshooting
    • 10.1 Common Questions
    • 10.2 Contacting Support
  • 11. Appendices
    • 11.1 Glossary of Terms
    • 11.2 Whitepapers
      • Advancing News Analytics for Financial Decision Making
    • 11.3 Release Notes
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  • Overall Impact: Efficiency, Cost Reduction, and Innovation
  • 1. Efficiency in Data Analysis
  • 2. Accuracy in Information Retrieval
  • 3. Automation and Customisation Through Bots
  1. 1. Introduction

1.4 Benefits of Using Orbit Platform

Overall Impact: Efficiency, Cost Reduction, and Innovation

By combining pre-loaded knowledge bases, precise information retrieval, and workflow automation, Orbit platform delivers a comprehensive solution that drives efficiency, reduces costs, and fosters innovation. Financial professionals using the platform can work more effectively, cutting down on time-consuming tasks while also minimizing the resources required to manage and analyze data. Moreover, the ability to automate and customize workflows allows organizations to stay ahead of the curve, continuously innovating without being held back by operational challenges. In summary, Orbit Insight equips its users with the tools needed to excel in a fast-paced, data-driven environment, making it an indispensable asset for any financial services organization.

1. Efficiency in Data Analysis

One of the key advantages of Orbit platform is its ability to streamline data analysis by converting vast amounts of publicly available documents into structured knowledge bases. These pre-loaded knowledge bases are readily accessible within the platform, allowing users to quickly analyze and draw insights from a comprehensive repository of information. This eliminates the need for users to repeatedly load the same data into their internal systems, saving both time and effort. As a result, financial professionals can accelerate their research and decision-making processes, responding more swiftly to market developments and opportunities.

2. Accuracy in Information Retrieval

Orbit's Retrieval-Augmented Generation (RAG) module significantly enhances the accuracy of information retrieval. The RAG system leverages advanced AI models to search through vast datasets and retrieve the most relevant and precise information needed for analysis. This ensures that users can find the required data with exceptional accuracy, reducing the likelihood of errors and enhancing the overall quality of their insights. Whether conducting in-depth research or making critical investment decisions, the platform’s robust search capabilities provide users with confidence in the data they rely on.

3. Automation and Customisation Through Bots

The platform’s Bot Marketplace is another powerful feature that drives efficiency and innovation. Bots within Orbit Insight can automate various client workflows, handling routine tasks and processes with minimal human intervention. This automation capability not only reduces operational costs but also enables mass customization of workflows to suit specific client needs. By automating repetitive tasks, clients can redirect their focus towards developing innovative ideas and strategies, rather than being preoccupied with the complexities of implementation. This shift towards automation and customization empowers organizations to achieve greater agility and competitiveness in the financial services sector.

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Last updated 9 months ago