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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  1. 6. Off-the-Shelf Bots

6.2 Filings Insight Extractor

The Filings Insight Extractor bot on the Orbit platform is specifically designed to process and analyze regulatory filings such as 10-Ks, 10-Qs, and 8-Ks. This bot extracts crucial information like financial performance, strategic shifts, risk factors, and management discussions, providing users with a comprehensive view of a company’s health and strategy.

What the Filings Insight Extractor Bot Does:

  • Data Integration: The bot can load one or multiple datasets generated by the Data Transformer, making it a versatile tool for handling large volumes of regulatory data.

  • Analytical Dashboards: Once the data is loaded, the bot can present it in an analytical dashboard, allowing users to visualize and interpret the information quickly. This is essential for spotting trends, analyzing patterns, and conducting peer comparisons.

  • Copilot Chat Support: The bot also supports copilot chat functionality, enabling users to ask advanced questions and perform in-depth analyses over the extracted data. This includes identifying trends, analyzing patterns, or comparing the performance of different companies.

Steps of the Setup:

The setup process for the Filings Insight Extractor bot is structured and easy to follow, ensuring that users can customize their workflows according to their specific needs.

1. Define Basics

  • Batch Name: Start by assigning a name to the workflow, which will help in identifying it within the platform.

  • Description: Add a brief description to outline the purpose or specific focus of the workflow, aiding in future reference.

2. Merge Logic

  • Data Selection: In this step, users select the data that will be included in the analysis. This data can come from the Data Transformer or other bots, enabling the integration of multiple data sources into a single view.

  • View Creation: Users can define how the selected data should be merged and displayed in the analytical dashboards, ensuring that the information is presented in a way that aligns with their analytical goals.

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Last updated 9 months ago