orbit-create System Requirements Document

1. Introduction

The orbit-create project is a SaaS platform designed for Mergers and Acquisitions (M&A) document analysis, with a focus on legal and financial analysis capabilities. This document outlines the system requirements necessary to achieve the project's objectives.

2. System Overview

orbit-create aims to provide a comprehensive solution for analyzing legal and financial documents related to M&A activities. The platform will leverage advanced technologies to deliver accurate and efficient analysis, thereby facilitating informed decision-making for stakeholders involved in M&A transactions.

3. Functional Requirements as Story Points

• As a Legal Analyst, I should be able to upload legal documents for automated analysis to identify key clauses and compliance issues.
• As a Financial Analyst, I should be able to upload financial statements for automated analysis to assess financial health and valuation.
• As a User, I should be able to generate reports summarizing the legal and financial analysis results.
• As a User, I should be able to access a dashboard that provides an overview of all analyzed documents and their statuses.
• As a Legal Analyst, I should be able to highlight and annotate specific sections of legal documents for further review.
• As a Financial Analyst, I should be able to compare financial data across multiple documents to identify trends and anomalies.

4. User Personas

• Legal Analyst: A professional responsible for reviewing legal documents and ensuring compliance with regulatory standards.
• Financial Analyst: A professional tasked with evaluating financial documents to determine the financial viability and valuation of companies.
• User: A general user who interacts with the platform to access analysis results and reports.

5. Core User Flows

• Legal Analyst uploads legal documents -> Automated analysis identifies key clauses -> Analyst reviews and annotates -> Report is generated.
• Financial Analyst uploads financial statements -> Automated analysis assesses financial health -> Analyst compares data -> Report is generated.
• User accesses dashboard -> Views document analysis status -> Downloads summary reports.

6. Visuals Colors and Theme

[Default — not specified by user]

• primary: #2C3E50 (dark blue)
• primary_light: #34495E (lighter blue)
• secondary: #ECF0F1 (light gray)
• accent: #E74C3C (red)
• highlight: #3498DB (bright blue)
• bg: #FFFFFF (white)
• surface: #F7F9F9 (off-white)
• text: #2C3E50 (dark blue)
• text_muted: #95A5A6 (gray)
• border: #BDC3C7 (light gray)

7. Signature Design Concept

The homepage of orbit-create will feature an interactive "Document Journey" animation. Users will see a virtual conveyor belt where documents are fed into a machine labeled "Analysis Engine." As documents pass through, they transform into visual data charts and legal summaries, symbolizing the analysis process. Users can click on documents to pause the animation and explore detailed insights. The animation will be built using motion/react for smooth transitions and interactivity.

Landing Hero Motion Brief

The hero section will depict a stack of documents entering the "Analysis Engine." As they pass through, the documents transform into animated graphs and highlighted legal text, showcasing the platform's capabilities. The loop will last 10 seconds, with interactive elements allowing users to click on documents for more information. The animation will maintain clarity and engagement even in reduced-motion settings.

8. Interaction Model & Motion Direction

• Intended Interaction Model: Animated
• The landing page will feature moderate scroll-triggered reveals and hover transitions, enhancing the user experience with polished animations.
• Internal pages will maintain a static layout for clarity, focusing on data presentation and analysis results.

9. Non-Functional Requirements

• The system must ensure data security and compliance with relevant legal standards.
• The platform should support high availability and scalability to handle large volumes of documents.
• The user interface must be intuitive and accessible to users with varying levels of technical expertise.

10. Tech Stack

• Frontend: React for Web
• Backend: Python, FastAPI
• Database: MySQL or MariaDB, use alembic for migrations
• AI Models: GPT 5.4 for user-friendly response
• AI Tools: Litellm for LLM Routing, Langchain
• Local Orchestration: Docker, docker-compose
• Server-side Orchestration: Kubernetes

11. Assumptions and Constraints

• The platform will primarily serve users in India, considering local regulatory and compliance requirements.
• The system will be designed to handle both English and regional languages for document analysis.
• The platform must integrate with existing M&A tools and databases used by clients.

12. Glossary

• M&A: Mergers and Acquisitions
• AI: Artificial Intelligence
• LLM: Large Language Model
• UI: User Interface
• UX: User Experience

This document provides a comprehensive overview of the requirements for the orbit-create project, focusing on delivering a robust platform for legal and financial analysis in the M&A domain.