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Factset

Factset Notes API

The Notes API from Factset — 11 operation(s) for notes.

Documentation Provider Profile APIs.io OpenAPI GitHub

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

This API exposes 19 operations across 11 paths, and defines 21 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.

19 operations 11 paths 21 schemas 3 DELETE10 GET1 PATCH4 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 Notes API declares 1 security scheme for authenticating requests. It accepts HTTP basic authentication (basicAuth). By default, every request must be authenticated.

Paths & Operations 19

Across 11 paths, the API surfaces 19 operations — 3 DELETE, 10 GET, 1 PATCH, 4 POST, 1 PUT. Each is listed below with its method, path, parameters, and response codes.

Notes 19
GET
/v1/notes
Factset Get All the Notes in the Specified Date Range Filtered on the Given Identifiers
GetNotes 14 params → 200400
POST
/v1/notes
Factset Create a Note
CreateNote 2 params body → 201400
GET
/v1/notes/{noteId}
Factset Get Details of a Note
GetNote 1 param → 200404default
PUT
/v1/notes/{noteId}
Factset Update a Note
UpdateNote 1 param body → 200400404
DELETE
/v1/notes/{noteId}
Factset Delete a Note
DeleteNote 1 param → 200400404default
GET
/v1/notes/{noteId}/attachments
Factset Get All the Attachments Belonging to a Note
GetAttachments 1 param → 200404default
POST
/v1/notes/{noteId}/attachments
Factset Create an Attachment for an Existing Note
CreateAttachment 1 param body → 201400default
GET
/v1/notes/{noteId}/attachments/{attachmentId}/download
Factset Download an Attachment From a Note
DownloadAttachment 2 params → 200400403404
GET
/v1/notes/{noteId}/comments
Factset Get All Comments for a Note
GetComments 1 param → 200400403404
POST
/v1/notes/{noteId}/comments
Factset Create a Comment to a Note
CreateComment 1 param body → 201400403404500
GET
/v1/notes/{noteId}/comments/{commentId}
Factset Get Details of a Comment Belonging to a Note
GetComment 2 params → 200400403404
PATCH
/v1/notes/{noteId}/comments/{commentId}
Factset Edit a Comment for a Note
PatchComment 2 params body → 200400403404
DELETE
/v1/notes/{noteId}/comments/{commentId}
Factset Delete a Comment From a Note
DeleteComment 2 params → 200403404500
GET
/v1/notes/{noteId}/comments/{commentId}/attachments
Factset Get Attachments Summary of a Comment Belonging to a Note
GetCommentAttachments 2 params → 200400403404
POST
/v1/notes/{noteId}/comments/{commentId}/attachments
Factset Create a Comment Attachment to a Note
CreateCommentAttachment 2 params body → 201400403404500
GET
/v1/notes/{noteId}/comments/{commentId}/attachments/{attachmentId}/download
Factset Download Single Attachment Detail of a Comment Belonging to a Note
DownloadCommentAttachmentForComment 3 params → 200400403404
GET
/v1/notes/{noteId}/events
Factset Get All the Record Events That Belong to a Note
GetEvents 1 param → 200404default
GET
/v1/notes/{noteId}/events/{recordEventId}
Factset Get Details of a Record Event of a Note
GetRecordEvent 2 params → 200403404
DELETE
/v1/notes/{noteId}/attachments/{attachmentId}
Factset Delete Attachment From Note
SoftDeleteNoteAttachment 2 params → 200400403404

Schemas 21

The contract defines 21 schemas that model the data the API accepts and returns. The most detailed are NoteDto (21 properties), NoteSummaryDto (16 properties), UpdateNoteDto (15 properties), CreateNoteDto (15 properties). Each schema is shown below with its type and property counts.

NoteSummaryDto
object
16 properties
CreateBodyDto
object
1 property
UpdateNoteDto
object
15 properties
Operation
object
5 properties
CommentDto
object
7 properties
CreateCommentDto
object
3 properties
CommentSummaryDto
object
4 properties
NewItemDto
object
1 property
UserSerialDto
object
2 properties 2 required
NoteDto
object
21 properties
CustomFieldValueDto
object
4 properties
CreateCustomFieldValueDto
object
Set a value or values for a custom field identified by the field 'Code'. Only one of the fields (IntegerValue / TextValue / FilePathValue etc) will be used, de…
10 properties 1 required
AttachmentSummaryDto
object
4 properties
OperationType
integer
NoteEventDto
object
5 properties
SubcommentSummaryDto
object
3 properties
CreateNoteDto
object
15 properties 2 required
RelatedRecordsDto
object
2 properties
ProblemDetails
object
5 properties
RecordEventSummaryDto
object
3 properties
RecordChangeDto
object
6 properties

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

factset-notes-api-openapi.yml Raw ↑

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#Notes
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API Details
ID
factset:factset-notes-api
Base URL
https://api.factset.com
Docs
https://developer.factset.com/api-catalog/pa-engine-api
Provider
Factset
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