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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On this page
  • Dataset Access
  • API Access
  • Orbit Insight Platform
  • SaaS Version
  • On-Premises Deployment
  1. 7. Pricing

7.1 Product Options

Orbit Platform offers multiple access options to accommodate varying client needs, technical capabilities, and use cases. Each product option provides different levels of customization, control, and implementation requirements.

Dataset Access

Dataset Access provides comprehensive financial document repositories in structured formats for organizations that wish to incorporate our data into their own systems. All datasets undergo rigorous quality control and standardization processes.

Datasets include:

  • Global exchange filings with full-text and structured metadata

  • Earnings call transcripts across multiple markets and languages

  • Sustainability and ESG reports with standardized categorization

  • Regulatory documents with jurisdiction tagging

Delivery occurs through secure, authenticated channels with scheduled updates based on document publication frequencies. Organizations receive the data in standardized formats suitable for database integration.

API Access

Our API suite enables programmatic access to Orbit's document intelligence capabilities. These RESTful APIs allow seamless integration with existing systems while leveraging our advanced document processing infrastructure.

The API suite includes multiple categories:

  • Entity & Document Discovery APIs: Locate entities and related documents

  • Document Content APIs: Retrieve and parse document content

  • Search Infrastructure APIs: Perform advanced semantic and keyword searches

  • RAG Intelligence APIs: Execute complex question-answering across document sets

  • Document Monitoring: Receive alerts when new relevant documents are published

All APIs are secured with standard authentication protocols and include comprehensive documentation, code samples, and rate limiting appropriate to service tier levels.

Orbit Insight Platform

Our flagship solution delivers document intelligence through an intuitive user interface designed for financial professionals. Orbit Insight is available in two deployment models:

SaaS Version

The cloud-based SaaS deployment provides immediate access with minimal setup requirements. This option includes:

  • Browser-based access from any location

  • Regular platform updates with new features

  • Pre-configured document sets and analytical bots

  • Scalable resources based on usage requirements

  • Collaborative features for teams and organizations

On-Premises Deployment

For organizations with specific security, compliance, or data sovereignty requirements, our on-premises deployment offers:

  • Complete installation behind corporate firewalls

  • Integration with internal document repositories

  • Custom security configurations

  • Dedicated infrastructure with scalable resources

  • Full control over data residency and management

  • Customized implementation based on organizational needs

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Last updated 1 month ago