7.3 Product Selection Guide

Selecting the appropriate product option depends on various factors including technical capabilities, use case requirements, and organizational constraints. This section provides guidance on which product option best suits different scenarios.

When to Choose Dataset Access

Dataset Access is most appropriate for organizations with:

Strong technical capabilities and data engineering resources. These organizations typically have established data processing infrastructure and prefer to integrate raw data into proprietary systems. Clients choose Dataset Access when they require:

• Complete control over data processing methodologies

• Integration with complex proprietary systems

• Ability to build custom analytical models on financial document data

• Long-term data needs with substantial processing volumes

• Requirements for specialized processing beyond standard platform capabilities

Financial institutions with large quant teams and data science departments frequently select this option to maintain their proprietary analytical edge.

When to Choose API Access

API Access serves organizations with development resources that wish to leverage our document processing capabilities within their own applications. This option is ideal for:

• Financial technology providers building document intelligence into their platforms

• Asset managers integrating document analysis into proprietary research systems

• Organizations with existing applications requiring document intelligence enhancement

• Development teams comfortable with API integration but seeking to avoid building document processing infrastructure

API Access provides a balance between custom implementation and leveraging pre-built document intelligence capabilities.

When to Choose SaaS Platform

The SaaS Platform option delivers immediate value without technical integration requirements. This option best serves:

• Teams seeking immediate access to document intelligence capabilities

• Organizations without extensive technical resources for custom implementation

• Users focused on specific analytical workflows rather than system integration

• Groups requiring collaborative features across research teams

• Organizations with standard security requirements compatible with cloud solutions

The SaaS platform provides the fastest time-to-value with minimal implementation overhead while still offering considerable analytical flexibility.

When to Choose On-Premises Deployment

On-Premises Deployment addresses specific organizational requirements around data security, compliance, and integration with internal systems. This option is designed for:

• Organizations in highly regulated industries with strict data handling requirements

• Institutions with sensitive internal documents requiring analysis

• Companies with specific data residency requirements due to regulatory constraints

• Enterprises with existing on-premises infrastructure integration requirements

• Organizations requiring customized security implementations beyond standard cloud offerings

On-Premises Deployment provides full platform capabilities within an organization's controlled environment while accommodating specialized integration and security requirements.