1.5 Overview of this Documentation

This documentation is designed to guide you through every aspect of using Orbit platform, providing a comprehensive understanding of the platform's capabilities, features, and best practices. Whether you're a new user looking to get started quickly or an experienced professional seeking advanced tips, this guide will serve as your go-to resource.

1. Introduction

The Introduction section provides an overview of Orbit platform, including a detailed explanation of the platform’s key features, the target audience it serves, and the benefits of using it. This section is ideal for gaining a high-level understanding of what Orbit Insight can do for your organization.

2. Quick Start Guide

The Quick Start Guide is perfect for those who want to begin using SaaS version without any installation or setup. It covers essential topics such as navigating the platform, conducting a semantic search, utilizing the chat feature, and exploring pre-defined bots. This section helps you get up and running quickly, ensuring you can start leveraging Orbit Insight’s capabilities with minimal delay. Start your journey with the Quick Start Guide.

3. Platform Overview

In the Platform Overview section, you’ll find a detailed breakdown of the two major components of Orbit platform: Orbit AI Studio and Orbit Data. This section explains how each component contributes to the platform’s functionality, including data sourcing, metadata management, PDF pre-processing, LLM integration, and workflow automation. Additionally, it covers the platform's powerful search and chat features, as well as the Bot Marketplace, where you can automate workflows and enhance productivity. Deep dive into the Platform Overview here.

4. User Guide

The User Guide provides detailed instructions and best practices for using Orbit platform across various roles, including investment research analysts, quants, portfolio managers, and risk analysts. It includes information on customizing the AI Copilot, optimizing data input and output, and making the most of reporting and visualization tools. This section is particularly useful for users looking to optimize their workflows and get the most out of the platform’s features. Enhance your skills with the User Guide.

5. SaaS Pricing Tiers

This section outlines the different SaaS pricing tiers available for Orbit platform, detailing the features and capabilities included at each level. Whether you're on the Free, Standard, Professional, or Enterprise plan, this guide will help you understand what’s available to you and how to upgrade or downgrade your plan as needed. Explore the SaaS Pricing Tiers to choose the right plan for you.

6. Enterprise Deployment

For organizations interested in private deployment, the Enterprise Deployment section provides insights into the various deployment options, including on-premises, private cloud, and hybrid models. It also covers security, compliance, and integration with existing systems, ensuring that enterprise clients can implement Orbit platform in a way that aligns with their specific needs and regulatory requirements. Find out more in the Enterprise Deployment section.

7. APIs and Integrations

The APIs and Integrations section is a technical guide for developers and IT professionals. It offers an overview of the available APIs, authentication methods, and integration possibilities with third-party tools. Detailed descriptions of API endpoints and use cases help users extend the functionality of Orbit Insight, making it a versatile tool within your organization’s tech ecosystem. Learn how to integrate with the APIs and Integrations.

8. Use Cases and Examples

To showcase the practical applications of Orbit platform, the Use Cases and Examples section provides real-world scenarios in which the platform has been successfully implemented. This includes examples from investment research, quantitative analysis, portfolio management, and risk management, offering inspiration and ideas on how to apply the platform to your own work. Get inspired by the Use Cases and Examples.

9. FAQs and Troubleshooting

The FAQs and Troubleshooting section is your first stop for resolving common issues and questions. It includes solutions for typical challenges related to using the SaaS version, setting up workflows, and integrating external data. If you encounter any issues, this section is designed to help you find quick answers. Resolve your issues with the FAQs and Troubleshooting.

10. Appendices

Finally, the Appendices provide additional resources such as a glossary of terms, links to whitepapers, webinars, and tutorials, as well as the platform’s release notes and changelog. This section is a valuable reference point for users who want to deepen their understanding of Orbit platform or stay updated on the latest features and improvements. Access additional resources in the Appendices.