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Factset

Factset Name API

The Name API from Factset — 16 operation(s) for name.

Documentation Provider Profile APIs.io OpenAPI GitHub

Factset Name 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 Name. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, code examples, a changelog, and 1 JSON Schema.

This API exposes 21 operations across 16 paths, and defines 32 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.

21 operations 16 paths 32 schemas 3 DELETE14 GET1 HEAD2 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 Name API declares 1 security scheme for authenticating requests. It accepts HTTP basic authentication (basicAuth). By default, every request must be authenticated.

Paths & Operations 21

Across 16 paths, the API surfaces 21 operations — 3 DELETE, 14 GET, 1 HEAD, 2 POST, 1 PUT. Each is listed below with its method, path, parameters, and response codes.

Name 21
GET
/analytics/pub-datastore/swivel/v1/{document}/{assetName}/{reportId}/{tileId}/{accountId}
Factset Redirects to the Underlying Pa/spar Data Represented in a Stach Format, With No as of Date Specified.
getStachMappingNoDate 5 params → 302400401403404500503
GET
/analytics/pub-datastore/swivel/v1/{document}/{assetName}/{reportId}/{tileId}/{accountId}/{date}
Factset Redirects to the Underlying Pa/spar Data Represented in a Stach Format.
getStachMapping 6 params → 302400401403404500503
GET
/analytics/pub-datastore/swivel/v1/{document}/{assetName}/{reportId}/{tileId}/{accountId}/{configId}/{date}
Factset Redirects to the Underlying Insight/vault Data in a Stach Format.
getInsightMapping 7 params → 302400401403404500503
GET
/analytics/pub-datastore/tag-search/v1/tags/{name}
Factset Get a Single Tag Definition Based on Its Name
getSingleTagEndPoint 1 param → 200400401403404500503
POST
/analytics/pub-datastore/tag-search/v1/tags/{name}/values
Factset Gets a List of Tag Values for the Given Name
getTagValuesEndPoint 1 param body → 200400401403404500503
GET
/ofs/v2/media/download/{namespace}/{scope}/{guid}/{fileName}
Factset Retrieve a Specific Media File
4 params → 200404
HEAD
/ofs/v2/media/download/{namespace}/{scope}/{guid}/{fileName}
Factset Check the existence and retrieve the headers of a spefic media file
4 params → 200404
PUT
/analytics/accounts/v3/models/{name}
Factset Create or Update an Existing Model Account
createOrUpdateModelAccount 1 param body → 200201204400401403404413
DELETE
/analytics/accounts/v3/models/{name}
Factset Delete Model Account, Takes an Account Path and Name and Deletes It.
deleteAModelAccount 1 param → 204400401403500503
GET
/analytics/accounts/v3/models/{name}
Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data
getAccount 2 params → 200400401403404406500503
DELETE
/analytics/accounts/v3/models/{name}/symbols/{symbol}
Factset Delete All Entries for a Symbol or Specific Date Entries for a Symbol From a Previously Created Account.
deleteModelAccountBySymbol 3 params → 204400401403404500503
GET
/analytics/accounts/v3/models/{name}/symbols/{symbol}
Factset Get Account Endpoint, Takes an Account Name, Symbol and Returns Underlying Data for That Symbol
getAccountForSymbol 3 params → 200400401403404406500503
DELETE
/analytics/accounts/v3/models/{name}/dates/{date}
Factset Delete All Entries for a Date or Specific Symbol Entries for a Date From a Previously Created Account.
deleteModelAccountByDate 3 params → 204400401403404500503
GET
/analytics/accounts/v3/models/{name}/dates/{date}
Factset Get Account Endpoint, Takes an Account Name, Date and Returns Underlying Data for That Date
getAccountForDate 3 params → 200400401403404406500503
GET
/analytics/accounts/v3/models/{name}/dates/{date}/symbols/{symbol}
Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data
getAccountForDateAndSymbol 4 params → 200400401403404406500503
GET
/analytics/accounts/v3/models/{name}/schema
Factset Get Account Schema Endpoint, Takes an Account Name and Returns Its Schema
getAccountSchema 1 param → 200400401403404406500503
GET
/jobs/{type}/{name}
Factset Get Details for the Given Prb Job
getDetailsForJob 3 params → 200400401403404429500503
POST
/news/publisher/searchByName
Factset Search for Publishers.
post/news/publisher/searchByName body → 200
GET
/basic/timezone/getByName
Factset Details of a Timezone Identified by Name.
get/basic/timezone/getByName 2 params → 200
GET
/v1/{tenant}/report-instances/{reportInstanceId}/results/{reportFileName}
Factset Gets the Generated File
getReportFile 3 params → 200400401403406
GET
/portfolio/name/list
List of portfolios.
get/portfolio/name/list 2 params → 200

Schemas 32

The contract defines 32 schemas that model the data the API accepts and returns. The most detailed are runsForJob (9 properties), ModelAccountAdditionalField (7 properties), accountsForJobAddProp (5 properties), error (5 properties). Each schema is shown below with its type and property counts.

clientErrorResponse
object
The response schema for reporting errors
1 property
TagResponse
object
Response object for a single tag
1 property
error
object
Full details of any error
5 properties
TagModel
object
Tags model
2 properties
MetaRequestModel
object
Meta request model which includes pagination controls
1 property
accountsForJobAddProp
object
The details of the account under the task in the object key
5 properties
StatusObject_2
object
The status member contains the status code of the response.
1 property 1 required
documentsForJob
object
Shows the documents for each job where relevant with a collection of tasks under each document
Error_2
object
3 properties
AttributesMember
array
Limit the attributes returned in the response to the specified set.
errorSource
object
The pointer and parameter of the error
2 properties
prbStatus
string
The status of the job as per the application
Error
object
3 properties
StatusObject
object
The status member contains the status code of the response.
1 property 1 required
status
string
The status of the job as per FactSets API standards
PostNewsPublisherSearchByNameRequest
object
Request Body
2 properties 1 required
ClientErrorResponse
object
1 property
accountsForJob
object
Please note for PI jobs you will only see portfolioId
ErrorSource
object
2 properties
MetaModel
object
Meta model which includes pagination information
1 property
tasksForJob
array
A list of tasks for the given job
TagValuesListResponse
object
Response object for a list of tag values
2 properties
statusDescription
string
Further details on the job's status
TagFilterModel
object
Request object for requesting product types
2 properties
runsForJob
object
Provides full details of when the job has been run
9 properties
jobDetailsResponse
object
Provides the requested details for the specified job and if no attributes are provided, full details will be given
1 property
ErrorList
object
1 property
ModelAccountFieldsRoot
object
2 properties 1 required
jobTypes
string
PA - Portfolio Analysis, PUB - Publisher, ADF - Analytics DataFeed, PI - Portfolio Insight, PD - Portfolio Dashboard, Portfolio Vault - vault
ModelAccountAdditionalField
object
7 properties
ModelAccountFields
object
3 properties 1 required
DataAndMetaModel
object
2 properties 1 required

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

factset-name-api-openapi.yml Raw ↑

Other APIs Factset publishes across the network.

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FactSet Virtual Portfolio API for Digital Portals
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FactSet Stocks API for Digital Portals
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FactSet Securitized Derivatives API for Digital Portals
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FactSet Watchlist API for Digital Portals
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FactSet Funds API for Digital Portals
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FactSet Data Monitor API
AE Profile APIs.io
FactSet Mergers and Acquisitions API
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FactSet News API
AE Profile APIs.io
News API for Digital Portals
AE Profile APIs.io
FactSet Real-Time Options API
AE Profile APIs.io
#Name
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API Details
ID
factset:factset-name-api
Base URL
https://api.factset.com
Docs
https://developer.factset.com/api-catalog/pa-engine-api
Provider
Factset
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