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Factset

Factset Custom API

The Custom API from Factset — 18 operation(s) for custom.

Documentation Provider Profile APIs.io OpenAPI GitHub

Factset Custom API is one of 460 APIs that Factset publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

This API exposes 1 JSON Schema definition.

Tagged areas include Custom. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, code examples, a changelog, and 1 JSON Schema.

This API exposes 30 operations across 18 paths, and defines 40 schemas. It is described by OpenAPI 3.0.3, at version 1.0.0.

Requests are made against 2 base URLs: https://api.factset.com, https://api-sandbox.factset.com.

30 operations 18 paths 40 schemas 4 DELETE13 GET4 PATCH8 POST1 PUT

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.0.3
API Version
1.0.0
Base URL
https://api.factset.com
Authentication
HTTP Basic
Contact
FactSet Research Systems
License
Apache License, Version 2.0
Resource Areas
1

Authentication & Security 1

Factset Custom API declares 1 security scheme for authenticating requests. It accepts HTTP basic authentication (basicAuth). By default, every request must be authenticated.

Paths & Operations 30

Across 18 paths, the API surfaces 30 operations — 4 DELETE, 13 GET, 4 PATCH, 8 POST, 1 PUT. Each is listed below with its method, path, parameters, and response codes.

Custom 30
POST
/v1/upload-custom-document
Factset Upload a Custom Document
body → 200400401
GET
/v1/custom-upload-list
Factset Check Out the Documents Uploaded Before to Use Them in Creating Books
→ 200401
GET
/v1/contact-custom-fields
Factset Get All the Contact Custom Fields
GetContactCustomFields → 200
POST
/v1/contact-custom-fields
Factset Create a Contact Custom Field
CreateContactCustomField body → 201400default
GET
/v1/contact-custom-fields/{contactCustomFieldId}
Factset Get a Specific Contact Custom Field's Details
GetContactCustomField 1 param → 200404default
PATCH
/v1/contact-custom-fields/{contactCustomFieldId}
Factset Edit a Contact Custom Field
PatchContactCustomField 1 param body → 200400404default
DELETE
/v1/contact-custom-fields/{contactCustomFieldId}
Factset Delete a Contact Custom Field
DeleteContactCustomField 1 param → 200400404default
GET
/v1/custom-fields
Factset Get All Custom Fields
GetCustomFields 1 param → 200403
GET
/v1/custom-symbol-custom-fields
Factset Get All the Custom Symbol Custom Fields
GetCustomSymbolCustomFields → 200
POST
/v1/custom-symbol-custom-fields
Factset Create a Custom Symbol Custom Field
CreateCustomSymbolCustomField body → 201400default
GET
/v1/custom-symbol-custom-fields/{customSymbolCustomFieldId}
Factset Get a Specific Custom Symbol Custom Field's Details
GetCustomSymbolCustomField 1 param → 200404default
PATCH
/v1/custom-symbol-custom-fields/{customSymbolCustomFieldId}
Factset Edit a Custom Symbol Custom Field
PatchCustomSymbolCustomField 1 param body → 200400404default
DELETE
/v1/custom-symbol-custom-fields/{customSymbolCustomFieldId}
Factset Delete a Custom Symbol Custom Field
DeleteCustomSymbolCustomField 1 param → 200400404default
GET
/v1/custom-symbol-types
Factset Get All the Custom Symbol Types
GetCustomSymbolTypes → 200
POST
/v1/custom-symbol-types
Factset Create a Custom Symbol Type
CreateCustomSymbolType body → 201400default
GET
/v1/custom-symbol-types/{customSymbolTypeId}
Factset Get a Specific Custom Symbol Type's Details
GetCustomSymbolType 1 param → 200404default
PUT
/v1/custom-symbol-types/{customSymbolTypeId}
Factset Edit a Custom Symbol Type
UpdateCustomSymbolType 1 param body → 204400404default
DELETE
/v1/custom-symbol-types/{customSymbolTypeId}
Factset Delete a Custom Symbol Type
DeleteCustomSymbolTypeAsync 1 param → 200400404default
GET
/v1/custom-symbol-types/{customSymbolTypeId}/custom-fields
Factset Get Custom Fields for Custom Symbol Type
GetSymbolCustomFieldsForCustomSymbolType 1 param → 200404default
POST
/v1/custom-symbol-types/reorder
UpdateCustomSymbolTypeOrder body → 204400404default
GET
/v1/custom-symbols
Factset Get List of All Custom Symbols in Your Group Along With Some of Their Standard Field and Custom Fields Data
GetCustomSymbols 5 params → 200404default
POST
/v1/custom-symbols
Factset Create a Custom Symbol
CreateCustomSymbol body → 201400default
GET
/v1/custom-symbols/{customSymbolId}
Factset Get All Custom Field and Standard Field Details on a Specific Custom Symbol
GetCustomSymbol 2 params → 200
PATCH
/v1/custom-symbols/{customSymbolId}
Factset Edit a Custom Symbols Standard Field and Custom Field Data
PatchCustomSymbol 1 param body → 200400404default
DELETE
/v1/custom-symbols/{customSymbolId}
Factset Delete a Custom Symbol
DeleteCustomSymbol 1 param → 200400404default
GET
/v1/custom-symbols/{customSymbolId}/records
Factset Get All Notes and Meetings Where a Specific Customsymbol Was Tagged as Primary or Related Identifier
GetCustomSymbolRecords 1 param → 200404default
GET
/v1/custom-symbols/standard-symbol-metadata/{standardSymbol}
Factset Get All Custom Field and Standard Field Details on a Specific Standard Symbol
GetStandardSymbolMetadataGuid 1 param → 200404default
POST
/v1/custom-symbols/{customSymbolId}/link-standard-symbol
Factset Link Custom Symbol to Standard Symbol
LinkCustomSymbolToStandardSymbol 1 param body → 200
POST
/v1/custom-symbols/standard-symbol-metadata
Factset Create Standard Symbol Metadata
CreateStandardSymbolMetadata body → 201400default
PATCH
/v1/custom-symbols/standard-symbol-metadata/{standardSymbolId}
Factset Edit a Standard Symbols Standard Field and Custom Field Data
PatchStandardSymbol 1 param body → 200400404default

Schemas 40

The contract defines 40 schemas that model the data the API accepts and returns. The most detailed are CustomSymbolDto (14 properties), CustomFieldConfigDto (14 properties), CreateCustomSymbolDto (12 properties), CreateStandardSymbolMetadataDto (11 properties). Each schema is shown below with its type and property counts.

CustomSymbolDto
object
14 properties
RecordPreviewDto
object
4 properties
ContactCustomFieldOptionDto
object
3 properties
ContactCustomFieldDto
object
8 properties
CustomSymbolCustomFieldFormulaConfigDto
object
2 properties 2 required
CustomSymbolTypeDto
object
7 properties
Operation
object
5 properties
ContactCustomFieldType
integer
CustomSymbolCustomFieldConfigDto
object
10 properties
StandardSymbolDto
object
1 property 1 required
NumericConfigDto
object
2 properties
NewItemDto
object
1 property
ContactCustomFieldSaveDto
object
7 properties 5 required
InstrumentDto
object
8 properties
SaveCustomSymbolTypeDto
object
7 properties 1 required
Upload_Document_Response
array
Response to Upload Document.
CustomSymbolTypeSummaryDto
object
2 properties
ReorderCustomSymbolTypeDto
object
1 property
CreateCustomSymbolCustomFieldDto
object
9 properties 7 required
ContactCustomFieldOptionSaveDto
object
1 property 1 required
CustomSymbolCustomFieldValueDto
object
4 properties
ContactCustomFieldFormulaDto
object
3 properties
ExtendedTextConfigDto
object
1 property
EntityType
integer
FormulaConfigDto
object
2 properties
CreateCustomSymbolDto
object
12 properties
CreateCustomSymbolCustomFieldValueDto
object
7 properties 1 required
CustomFieldConfigDto
object
14 properties
Uploaded_Documents_List
array
Request to enable template list information for the client.
OperationType
integer
CustomSymbolSubTypeDto
object
2 properties
CustomSymbolSubTypeSummaryDto
object
2 properties
OptionsConfigDto
object
3 properties
CustomSymbolTypeDetailDto
object
7 properties
ProblemDetails
object
5 properties
CreateStandardSymbolMetadataDto
object
11 properties 1 required
UpdateCustomSymbolTypeDto
object
7 properties 1 required
IntegerConfigDto
object
1 property
CustomSymbolContact
object
6 properties
CustomSymbolAddressDto
object
6 properties

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

factset-custom-api-openapi.yml Raw ↑

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#Custom
← Back to F APIs
API Details
ID
factset:factset-custom-api
Base URL
https://api.factset.com
Docs
https://developer.factset.com/api-catalog/pa-engine-api
Provider
Factset
APIs.io →  GitHub →
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