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. SaaS Deployment on AWS
  • 2. Custom Deployment: Cloud or On-Premise
  • 3. Hybrid Deployment: API Access to Knowledge Bases
  1. 8. Enterprise Deployment

8.1 Deployment Options

When adopting the Orbit platform, organizations have several deployment options to choose from, depending on their infrastructure preferences and specific needs. Whether you prefer a fully cloud-based solution, on-premise deployment, or a hybrid approach, Orbit offers flexible options to meet your requirements.

1. SaaS Deployment on AWS

Currently, the SaaS version of the Orbit platform is deployed on Amazon Web Services (AWS). This option provides a fully managed, cloud-based solution that leverages the scalability, reliability, and security of AWS.

  • Benefits of AWS Deployment:

    • Scalability: Easily handle increasing workloads as your use of the platform grows.

    • Reliability: AWS’s robust infrastructure ensures high availability and minimal downtime.

    • Security: Benefit from AWS’s advanced security features, which protect data and applications against threats.

This deployment option is ideal for organizations looking for a hassle-free, scalable solution without the need to manage their own infrastructure.

2. Custom Deployment: Cloud or On-Premise

For organizations that require more control over their deployment environment, Orbit AI Studio can be deployed on any cloud platform or in on-premise environments. This flexibility allows you to align the deployment with your existing infrastructure and compliance requirements.

  • Cloud Deployment: In addition to AWS, we are soon launching an Azure-native version of the platform, allowing deployment on Microsoft Azure. This option is perfect for organizations that already utilize Azure for their cloud services.

  • On-Premise Deployment: Orbit AI Studio can also be deployed within your own data centers. This is an ideal choice for organizations with strict data sovereignty, compliance, or security requirements.

Advantages of Custom Deployment:

  • Flexibility: Choose the deployment environment that best aligns with your IT strategy.

  • Control: Maintain full control over your data and the application environment.

  • Compliance: Ensure compliance with internal and external regulations by hosting the platform in your preferred environment.

3. Hybrid Deployment: API Access to Knowledge Bases

While deploying the Orbit application on your preferred environment is straightforward, migrating Orbit’s extensive pre-built knowledge bases can be a complex and expensive exercise. To balance the benefits of custom deployment with the need for seamless access to data, we recommend a hybrid deployment approach.

  • Hybrid Deployment: In this setup, the Orbit AI Studio is deployed in your chosen environment (cloud or on-premise), while access to Orbit’s pre-built knowledge bases is maintained via APIs.

Benefits of Hybrid Deployment:

  • Cost-Effective: Avoid the high costs associated with migrating large data sets.

  • Seamless Integration: Access comprehensive data without the need to host it all internally.

  • Flexibility: Combine the best of both worlds—custom application deployment with easy access to vast knowledge bases.

Hybrid deployment is a strategic approach that offers the flexibility of custom deployments while leveraging the rich data and insights provided by Orbit’s pre-built knowledge bases.

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Last updated 9 months ago