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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  • Connector Categories
  • Security and Compliance Framework
  • Implementation Process

3.6 Data Connectors

The Orbit Platform serves as a centralized intelligence layer, combining our proprietary document sets with your organization's critical internal and external data sources. Our enterprise-grade connector framework enables secure, compliant data integration while maintaining strict access controls and data governance.

Connector Categories

Document Management Systems

  • Microsoft SharePoint: Secure integration with enterprise document repositories

  • Box/Dropbox Enterprise: Connect to cloud document storage solutions

  • Google Workspace: Access documents stored in Google Drive and Google Cloud

  • OpenText/Documentum: Integration with enterprise content management systems

  • iManage: Connect to specialized legal document management systems

Cloud Storage and Infrastructure

  • Amazon S3: Connect to secure cloud storage buckets

  • Microsoft Azure Blob Storage: Integration with Azure-based data lakes

  • Google Cloud Storage: Access data stored in Google Cloud environments

  • Snowflake: Connect to cloud data warehouses

  • Databricks: Integration with unified analytics platforms

Financial and Enterprise Systems

Depending on client requirements, Orbit Platform can integrate with major financial data providers, market data platforms, CRM systems, and other enterprise applications. We support connections to leading financial services platforms including major market data terminals, research management systems, and specialized financial databases. Our flexible connector framework allows us to adapt to your organization's specific technology ecosystem.

Security and Compliance Framework

Our connector implementation adheres to enterprise-grade security protocols and compliance requirements:

  • Secure Authentication: Support for OAuth 2.0, SAML, API keys, and other secure authentication methods

  • Encryption Standards: End-to-end encryption for all data in transit and at rest

  • Access Controls: Granular permission settings to control data access by user roles

  • Audit Trails: Comprehensive logging of all connector access and data retrieval activities

  • Data Residency: Configurable data processing locations to comply with geographic requirements

Implementation Process

Orbit's connector framework is designed for enterprise deployment with a structured implementation process:

  1. Security Assessment: Thorough evaluation of security requirements and compliance needs

  2. Configuration Planning: Customized connector setup based on your specific data architecture

  3. Authentication Setup: Implementation of appropriate authentication mechanisms

  4. Data Mapping: Definition of data exchange parameters and transformation rules

  5. Testing & Validation: Comprehensive testing in staging environment before production deployment

  6. Monitoring & Maintenance: Ongoing supervision of connector performance and security

Our connectors are fully managed and supported by Orbit's technical team to ensure reliable, secure data integration for your organization. Connector implementation is available for enterprise customers who require systematic integration of internal data sources with the Orbit Platform.

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Last updated 1 month ago