Orbit Platform 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
      • 3.3.1 Data Loaders
      • 3.3.2 Metadata Management
      • 3.3.3 PDF Pre-Processing
      • 3.3.4 LLM Integration
      • 3.3.5 Workflow Automation
    • 3.3 Pre-Built Knowledge Bases
    • 3.3.1 Global Exchange Filings
    • 3.3.2 China Earnings Transcripts
    • 3.3.3 Global Sustainability Reports
    • 3.3.4 Global Regulation Documents
    • 3.3.5 Global Earnings Transcripts
    • 3.3.6 Listed Companies Official Documents
    • 3.3.7 Private Companies Official Documents
    • 3.3.8 Google News
    • 3.3.9 China Bond Documents
    • 3.4 Custom Knowledge Base Creation
    • 3.5 Chat and Search Capabilities
    • 3.6 Bot Marketplace
      • 3.6.1 Overview of the Bot Marketplace
      • 3.6.2 Creating and Managing Bots
      • 3.6.3 Automating Manual Tasks with Bots
  • 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
    • 4.5 Off-the-Shelf Bots
      • 4.5.1 Data Transformer
      • 4.5.2 Filings Insight Extractor
      • 4.5.3 Portfolio News Tracker
      • 4.5.4 Summary Composer
      • 4.5.5 Financial Statement Navigator
      • 4.5.6 Earning Call Calendar
      • 4.5.7 News Flow Tracker
  • 5. SaaS Pricing Tiers
    • 5.1 Overview of Pricing Tiers
    • 5.2 Enterprise Tier Options
  • 6. Enterprise Deployment
    • 6.1 Deployment Options
    • 6.2 Security and Compliance
    • 6.3 Scaling and Performance
    • 6.4 Integration with Existing Systems
  • 7. APIs and Integrations
    • 7.1 Overview of Available APIs
    • 7.2 Jupyter Notebook Examples
  • 8. Use Cases and Examples
    • 8.1 Investment Research Use Cases
    • 8.2 Sustainability Use Cases
    • 8.3 Service Provider Use Cases
    • 8.4 Case Studies: Success Stories
  • 9. FAQ and Troubleshooting
    • 9.1 Common Questions
    • 9.2 Contacting Support
  • 10. Appendices
    • 10.1 Glossary of Terms
    • 10.2 Whitepapers
    • 10.3 Release Notes
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  1. 4. User Guide

4.5 Off-the-Shelf Bots

Previous4.4 Create Your Knowledge BaseNext4.5.1 Data Transformer
4.5.1 Data Transformer
4.5.2 Filings Insight Extractor
4.5.3 Portfolio News Tracker
4.5.4 Summary Composer
4.5.5 Financial Statement Navigator
4.5.6 Earning Call Calendar
4.5.7 News Flow Tracker