3.3.2 Metadata Management

Effective metadata management is crucial for ensuring that data within Orbit Insight is accurately connected, timely, and easy to navigate. Orbit Insight's metadata management system is designed with these goals in mind, allowing users to efficiently access and analyze the data they need.

1. Entity Master and Financial Security Integration

For research use cases, it is essential that document data is accurately linked to relevant financial securities. Orbit Insight addresses this need by developing an internal entity master, a sophisticated system that organizes data at the entity level—specifically, at the listed company level.

• Entity-Level Organization: All documents within Orbit Insight are linked to specific entities, such as listed companies. This ensures that every piece of data is organized and easily accessible at the entity level, providing a clear structure for users to navigate.

• ISIN as Primary Key: The International Securities Identification Number (ISIN) is used as the primary key for matching documents to entities. By standardizing on ISIN, Orbit Insight ensures precise matching and integration with financial security masters, which is critical for automating data processes in research workflows.

• Streamlined Data Connections: This entity-level organization allows users to connect all relevant documents to the corresponding financial securities seamlessly. As a result, researchers can quickly access all necessary information related to a particular company or security, improving the efficiency and accuracy of their analysis.

[Placeholder for Entity Master Diagram] Include a diagram that illustrates how documents are linked to entities within the entity master using ISIN as the primary key.

2. Timeliness and Data Lifecycle Management

In financial research, the timeliness of data is paramount. Orbit Insight's metadata management system is designed to capture and maintain critical timestamps throughout the data lifecycle, ensuring that users have access to the most current and relevant information.

• Critical Timestamps: The system records multiple timestamps, including when a document is downloaded, its original publish date, and the timestamp for each processing stage. This comprehensive tracking ensures that users can trace the history and timing of every document.

• Lifecycle Transparency: By maintaining detailed records of each document’s lifecycle, Orbit Insight provides transparency and accountability in data processing. Users can verify the currency of the data they are analyzing, which is essential for making informed decisions based on the most up-to-date information.

• Efficiency in Data Use: The ability to track these timestamps allows users to filter documents not just by content but also by their timeliness, ensuring that they are working with data that meets their specific time-related criteria.

[Placeholder for Data Lifecycle Timeline] Include a timeline graphic that shows the different stages of a document’s lifecycle, highlighting when key timestamps are captured.

3. Document Layout and Relationships

Managing the layout and relationships between documents is crucial, especially when dealing with complex reports that may include multiple files. Orbit Insight’s metadata management system meticulously tracks these relationships, ensuring that users can navigate and analyze related documents with ease.

• Document Relationships: The system maintains the relationship between major documents and their appendices or related files. For example, an annual report might consist of a primary document and several appendix files. Orbit Insight ensures that these relationships are preserved, allowing users to view and analyze the complete set of related documents as a cohesive whole.

• Scope Control: On the application layer, users can easily control the scope of their data by filtering based on entity, document type, and date range. This level of control ensures that users can tailor their data views to meet specific research needs, whether they are focusing on a particular company, a type of document, or a specific period.

• Enhanced Data Navigation: By maintaining detailed metadata about document layout and relationships, Orbit Insight improves the user experience, enabling more intuitive and efficient data navigation. Users can quickly drill down into the specific documents they need, ensuring they have all relevant information at their fingertips.

[Placeholder for Document Relationship Example] Include an example or flowchart that shows how documents and their related appendices are connected within the system, demonstrating how these relationships are maintained and navigated.