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
  • 1. Security and Compliance in the SaaS Version
  • 2. Following Industry Best Practices
  • 3. Compliance Standards
  1. 8. Enterprise Deployment

8.2 Security and Compliance

Security and compliance are paramount when deploying the Orbit platform in enterprise environments. Whether utilizing our SaaS version or opting for a custom deployment, Orbit is committed to maintaining the highest security standards to protect your data and ensure compliance with industry regulations.

1. Security and Compliance in the SaaS Version

The SaaS version of the Orbit platform is currently deployed on Amazon Web Services (AWS), which provides industry-leading security features. We are also preparing to offer an Azure-native version that will adhere to Microsoft Azure’s robust security and compliance standards.

AWS Security and Compliance:

  • Data Encryption: All data is encrypted at rest and in transit using advanced encryption standards.

  • Identity and Access Management (IAM): We utilize AWS’s IAM to control and monitor access to resources, ensuring that only authorized users have access to sensitive data.

  • Network Security: AWS’s secure network architecture, including firewalls and DDoS protection, helps protect the platform from external threats.

  • Compliance with AWS Standards: The SaaS version adheres to AWS’s comprehensive compliance framework, which includes certifications such as SOC 1/2/3, GDPR, and HIPAA.

Azure Security and Compliance:

  • Upcoming Azure-Native Version: As we expand our deployment options, the Azure-native version of Orbit will follow Microsoft Azure’s security protocols. Azure provides similar high standards for data protection, including encryption, IAM, and network security, ensuring robust protection for your data.

2. Following Industry Best Practices

We are committed to following industry best practices to safeguard our platform and your data. Our security measures are aligned with the strictest standards commonly found in the industry.

Key Security Practices:

  • Data Protection: We implement rigorous data protection measures, including encryption and regular security audits, to ensure that your data remains secure and confidential.

  • Access Control: Strict access control mechanisms are in place to limit who can view or interact with sensitive data, reducing the risk of unauthorized access.

  • Regular Security Updates: The Orbit platform is regularly updated with the latest security patches and improvements to protect against emerging threats.

  • Incident Response: We have a robust incident response plan in place to quickly identify, mitigate, and resolve any security issues that may arise.

3. Compliance Standards

Our commitment to following best practices and maintaining the highest security settings ensures that Orbit is well-positioned to meet your organization’s compliance requirements.

Security Settings:

  • Comprehensive Monitoring: Continuous monitoring of the platform ensures that any potential security issues are detected and addressed promptly.

  • Data Privacy: We adhere to data privacy principles, ensuring that personal and sensitive data is handled in compliance with applicable regulations such as GDPR.

  • Documentation and Transparency: We maintain detailed documentation of our security practices and are transparent about the measures we take to protect your data.

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Last updated 9 months ago