Orbit Platform Documentation
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Documentation
  • 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. Top Navigation and Filters
  • 2. Concept List
  1. 4. User Guide
  2. 4.1 General User Interface

4.1.2 Concept Management

Previous4.1.1 Portfolio ManagementNext4.1.3 Share

Last updated 9 months ago

The Concept Management page in the Orbit platform is designed to help users efficiently manage and organize their concepts. As previously mentioned, a concept in the Orbit platform is a predefined prompt that includes a specific input question and output format, which can be utilized in chat interactions or automated workflows. This page allows users to create, edit, and organize these concepts effectively.

1. Top Navigation and Filters

At the top of the Concept Management page, users have access to several important navigation and filtering tools:

  • Search Bar: The search bar allows users to quickly locate specific concepts by typing in keywords or phrases. This is especially useful when managing a large number of concepts.

  • Theme Filters: Directly beneath the search bar are clickable tags representing different themes. These themes are used to categorize concepts, making it easier for users to filter and view concepts related to specific topics or projects. Users can also create, edit, and delete these themes using the respective icons beside each theme.

  • Create Button: The "+ Create" button allows users to create a new concept, which involves defining a new input question and specifying the output format. This feature is critical for users looking to expand their concept library and tailor the platform’s functionality to their needs.

2. Concept List

The central part of the page displays a list of all existing concepts, organized in a tabular format. This list includes several columns:

  • Seq (Sequence): This column shows the sequence or order in which the concepts are listed. This sequence can help users prioritize or organize concepts according to their workflow needs.

  • Concept: The name of the concept is displayed in this column, giving users a quick overview of the different concepts they have created or are managing.

  • Related Theme: This column indicates which theme the concept is associated with, allowing users to see how concepts are categorized at a glance.

  • Question: This column displays the specific input question associated with each concept. It provides a clear understanding of what each concept is designed to address, helping users quickly identify the purpose of each entry.

  • Created At: The date when each concept was created is shown here, allowing users to track the timeline of their concept creation and manage them accordingly.

  • Actions: The final column includes several action icons:

    • Edit Icon (Pencil): Allows users to edit the concept, including modifying the input question or output format.

    • Duplicate Icon: Enables users to create a copy of the concept, which can be useful when creating variations of an existing concept.

    • Delete Icon (Trash Bin): Provides the option to delete the concept, removing it from the list.