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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On this page
  • 1. Orbit AI Studio
  • 2. Orbit Data
  • 3. Chat and Search Capabilities
  • 4. Bot Marketplace
  1. 1. Introduction

1.2 Key Features

Orbit platform is designed with a comprehensive set of features that empower financial professionals to efficiently extract insights from unstructured data. Below is a high-level overview of the platform's key features:

1. Orbit AI Studio

Orbit AI Studio is the engine that drives advanced data analysis and workflow automation. It offers:

  • Data Sourcing: Seamlessly integrate data from various sources, including public datasets, proprietary information, and more.

  • Metadata Management: Organize and categorize data effectively to ensure quick retrieval and streamlined analysis.

  • PDF Pre-Processing: Convert PDFs and other documents into structured, searchable data, ready for analysis.

  • LLM Integration: Leverage Large Language Models (LLMs) for deep analysis and insights extraction.

  • Workflow Automation: Automate complex tasks and workflows, boosting productivity and reducing manual effort.

2. Orbit Data

Orbit Data is the platform’s comprehensive knowledge base, designed to enhance decision-making through:

  • Pre-Built Knowledge Bases: Access industry-specific knowledge bases that are regularly updated with the latest information.

  • Custom Knowledge Base Creation: Convert internal data into structured knowledge bases, integrating seamlessly with other data sources.

3. Chat and Search Capabilities

The platform’s powerful search and chat features enable efficient data retrieval and interaction:

  • Semantic Search: Use AI-driven search capabilities to find relevant information quickly and accurately.

  • Interactive Chat: Engage in natural language conversations to retrieve insights, ask questions, and automate tasks in real-time.

4. Bot Marketplace

Orbit Insight includes a Bot Marketplace, allowing users to automate workflows with ease:

  • Pre-Defined Bots: Access and customize a variety of bots designed to automate common tasks and processes.

  • Custom Bot Creation: Develop bespoke bots tailored to specific needs, enhancing the platform’s utility across different workflows.

Previous1.1 Orbit Platform OverviewNext1.3 Target Audience

Last updated 9 months ago