Orbit Platform Documentation
DocsAPI ReferenceHomepageSign In
Documentation
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
Powered by GitBook
On this page
  1. 6. Off-the-Shelf Bots

6.1 Data Transformer

The Data Transformer bot within the Orbit platform is a powerful tool designed to automate the extraction and organization of unstructured data. It converts various types of documents, such as text files, PDFs, and emails, into structured formats that are easier to analyze and work with. This bot is particularly valuable for users who need to process large volumes of data efficiently, whether for ongoing projects or single tasks.

What the Data Transformer Bot Does:

  • Data Extraction: The bot automatically extracts relevant information from unstructured data sources, ensuring that the data is clean and ready for analysis.

  • Data Organization: After extraction, the bot organizes the data into a structured format, making it easier to access, query, and analyze.

  • Automation: By automating these processes, the Data Transformer bot saves time and reduces the manual effort typically required for data preparation.

Steps of the Setup:

The setup process for the Data Transformer bot is guided and organized into five distinct steps, allowing users to customize their workflows according to their specific needs.

1. Define Basics

  • Batch Name: Users start by assigning a name to their workflow, making it easy to identify within the platform.

  • Description: A brief description can be added to explain the purpose or scope of the workflow.

2. Frequency Setup

  • Single or Recurring Execution: Users choose whether the workflow should run just once or be set on a recurring schedule. This is ideal for processes that need regular updates or continuous data extraction.

3. Concept Selection

  • Selecting Concepts: Users select the concepts (predefined prompts) that will guide the data extraction and organization process. These concepts determine what information will be extracted and how it will be structured.

4. Entity Choice

  • Entity Selection: Users select which entities (such as companies, industries, or specific data sets) will be included in the calculation process. This step helps focus the workflow on the most relevant data.

5. Confirmation Receipt

  • Review and Confirmation: Before execution, users can review the workflow’s scope and settings. Once confirmed, the bot will execute the workflow according to the defined parameters.

Previous5.10 China Bond DocumentsNext6.2 Filings Insight Extractor

Last updated 9 months ago