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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  1. 10. FAQ and Troubleshooting

10.1 Common Questions

1. What is the primary focus of the Orbit platform?

The primary focus of the Orbit platform is to help organizations retrieve and analyze insights from unstructured data, particularly in the financial services sector, by leveraging AI and pre-built knowledge bases.

2. What deployment options are available for the Orbit platform?

Orbit can be deployed as a SaaS solution on AWS, as a custom deployment on any cloud or on-premise, and soon on Azure. A hybrid deployment is also available for accessing Orbit’s knowledge bases via APIs.

3. How does the Orbit platform handle large volumes of data?

Orbit is built to scale, processing hundreds of millions of PDFs and tens of thousands of new PDFs daily. Proprietary models and procedures ensure efficient and cost-effective data processing.

4. How can I access the results generated by the Orbit platform?

Results generated by the platform, especially through bots, can be accessed via dashboards, file exports, or API integrations, depending on your preference.

5. How does Orbit integrate with existing systems?

Orbit’s mission is to centralize data, and it offers connectors like the Microsoft Graph API to easily integrate Microsoft data, including emails and Office documents, into the platform.

6. What are the different levels of knowledge base access available for purchase?

Orbit offers four levels of knowledge base access: 1) PDF Data, 2) Machine-Readable Text, 3) Vector Format Data, and 4) Search API, with each level requiring progressively less internal technical work.

7. How does the platform help in identifying innovative technologies in company reports?

Orbit uses LLMs to analyze annual reports from its global exchange filings knowledge base. A specific prompt helps identify innovative or disruptive technologies mentioned in these documents, which are then classified for further analysis.

8. What is the purpose of the bot marketplace in Orbit?

The bot marketplace allows users to automate and customize their workflows, running advanced logic with minimal coding. It provides flexibility and encourages users to create their own bespoke bots for repetitive tasks.

9. What kind of audit trails does the Orbit platform offer?

Orbit provides thorough audit trails, tracking user activities, change requests, and data processing logs, ensuring transparency and accountability in all operations.

Previous9.4 Case Studies: Success StoriesNext10.2 Contacting Support

Last updated 9 months ago