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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  • When to Choose Dataset Access
  • When to Choose API Access
  • When to Choose SaaS Platform
  • When to Choose On-Premises Deployment

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.

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Last updated 1 month ago