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Company Information allows administrators to provide comprehensive context about your organization that Orion will reference across all projects and conversations.

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Accessing Company Information

  1. Go to Admin Settings in the left-hand navigation menu
  2. Select Company Information in the Admin Settings sidebar
Admins edit the text and click Save Changes. Analysts can read it but not edit it.

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What to Include

The Company Information section is where you store global company context. This is a large text field where you can provide:

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Data Context

  • Data sources - Where your company data comes from
  • Data pipeline - How data flows through your systems
  • Update frequency - When and how often data is updated
  • Data quality notes - Any important caveats or considerations

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Business Context

  • Company overview - Your company mission, focus areas, and goals
  • Business terminology - Industry-specific terms and definitions
  • Acronyms - Common abbreviations used in your organization
  • Business rules - Key processes and policies that affect data

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Domain Knowledge

  • Organizational structure - How teams and departments relate
  • Key metrics - Important KPIs and how they’re calculated
  • Historical context - Important events or changes that affect analysis
  • Industry nuances - Sector-specific factors relevant to your data

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How Orion Uses Company Information

The information you provide in Company Information:
  • Applies globally - Used across all projects and conversations for every user
  • Improves accuracy - Helps Orion understand context and make better recommendations
  • Enhances insights - Ensures analyses align with your business reality
  • Saves time - Users don’t need to repeat context in each project

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Best Practices

The more comprehensive and detailed your Company Information, the better Orion can serve your entire organization. Update this section whenever significant business changes occur.