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. Production Integration with OpenAI’s Latest Model
  • 2. Addressing Data Security and Compliance Concerns
  1. 3. Platform Overview
  2. 3.2 Orbit AI Studio

3.2.4 LLM Integration

Previous3.2.3 PDF Pre-ProcessingNext3.2.5 Workflow Automation

Last updated 8 months ago

Orbit Insight leverages advanced Large Language Models (LLMs) to power its data analysis, search, and chat capabilities. Integrating with these models enables the platform to deliver high-quality insights, accurate information retrieval, and sophisticated natural language processing.

1. Production Integration with OpenAI’s Latest Model

In its production environment, Orbit Insight is exclusively integrated with OpenAI's latest model, currently ChatGPT-4o. This model is chosen for several key reasons:

  • Advanced Capabilities: ChatGPT-4o remains one of the most advanced LLMs available today, offering unparalleled performance in natural language understanding and generation. This ensures that Orbit Insight can deliver the most accurate and contextually relevant insights to its users.

  • Scalability and Support: OpenAI provides robust production-level support, particularly in terms of scalability. As Orbit Insight processes large volumes of data and supports numerous users, it’s critical to rely on a model that can scale effectively without compromising performance. OpenAI’s infrastructure is designed to handle such demands, ensuring consistent and reliable service.

  • Continuous Updates: By integrating with OpenAI’s latest model, Orbit Insight benefits from continuous updates and improvements. As OpenAI releases new features and enhancements, they are automatically incorporated into the platform, keeping Orbit Insight at the forefront of LLM technology.

2. Addressing Data Security and Compliance Concerns

While the integration with OpenAI’s model provides significant advantages, Orbit Insight recognizes that some clients may have specific data security and compliance concerns. To address these concerns, Orbit offers the flexibility to deploy alternative, open-source LLMs as requested by clients.

For clients who require additional control over their data and infrastructure, Orbit Insight can deploy open-source LLMs within their private environments. This option provides greater oversight and compliance with internal data security policies, ensuring that sensitive information is handled according to the client’s requirements.

Detailed information about these deployment options, including how open-source models can be integrated and managed within a client’s infrastructure, can be found in the chapter. This section covers the various configurations and support provided to ensure a seamless and secure integration of LLMs, tailored to the client’s specific needs.

Deployment Options