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Factset Templates API

The Templates API from Factset — 6 operation(s) for templates.

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

This API exposes 12 operations across 6 paths, and defines 36 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.

12 operations 6 paths 36 schemas 2 DELETE6 GET2 POST2 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
Resource Areas
1

Authentication & Security 1

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

Paths & Operations 12

Across 6 paths, the API surfaces 12 operations — 2 DELETE, 6 GET, 2 POST, 2 PUT. Each is listed below with its method, path, parameters, and response codes.

Templates 12
POST
/analytics/engines/pa/v3/linked-templates
Factset Create a Linked Pa Template
createLinkedPATemplates body → 201400401403404406429500
GET
/analytics/engines/pa/v3/linked-templates
Factset Get Linked Pa Templates
getLinkedPATemplates 3 params → 200400401403404406429500
PUT
/analytics/engines/pa/v3/linked-templates/{id}
Factset Update a Linked Pa Template
updateLinkedPATemplates 1 param body → 200400401403404406429500
DELETE
/analytics/engines/pa/v3/linked-templates/{id}
Factset Delete a Linked Pa Template.
deleteLinkedPATemplates 1 param → 204400401403404406429500
GET
/analytics/engines/pa/v3/linked-templates/{id}
Factset Get Linked Pa Template by Id
getLinkedPATemplatesById 1 param → 200400401403404406429500
POST
/analytics/engines/pa/v3/unlinked-templates
Factset Create Unlinked Pa Template
createUnlinkedPATemplates body → 201400401403406429500503
GET
/analytics/engines/pa/v3/unlinked-templates
Factset Get Unlinked Pa Templates
getUnlinkedPATemplates 2 params → 200400401403406429500503
PUT
/analytics/engines/pa/v3/unlinked-templates/{id}
Factset Update Unlinked Pa Template
updateUnlinkedPATemplates 1 param body → 200400401403404406429500
DELETE
/analytics/engines/pa/v3/unlinked-templates/{id}
Factset Delete Unlinked Pa Template
deleteUnlinkedPATemplates 1 param → 204400401403404406429500
GET
/analytics/engines/pa/v3/unlinked-templates/{id}
Factset Get Unlinked Pa Template Details by Id
getUnlinkedPATemplatesById 1 param → 200400401403404406429500
GET
/analytics/engines/pa/v3/unlinked-templates/template-types
Factset Get Default Unlinked Pa Template Types.
getDefaultUnlinkedPATemplateTypes → 200401403406429500503
GET
/analytics/engines/pa/v3/unlinked-templates/template-types/{id}
Factset Get Unlinked Pa Template Type Details by Id.
getDetailsType 1 param → 200400401403404406429500

Schemas 36

The contract defines 36 schemas that model the data the API accepts and returns. The most detailed are UnlinkedPATemplate (16 properties), UnlinkedPATemplateParameters (12 properties), UnlinkedPATemplateUpdateParameters (10 properties), LinkedPATemplate (7 properties). Each schema is shown below with its type and property counts.

PACalculationPricingSource
object
1 property
UnlinkedPATemplateCategoryAndTypeDetailsRoot
object
2 properties 1 required
LinkedPATemplateRoot
object
2 properties 1 required
LinkedPATemplateUpdateParameters
object
3 properties
LinkedPATemplateUpdateParametersRoot
object
2 properties 1 required
UnlinkedPATemplateColumnDetails
object
3 properties
UnlinkedPATemplatePostSummary
object
4 properties
UnlinkedPATemplateCategoryAndTypeRoot
object
2 properties 1 required
UnlinkedPATemplateCategoryAndType
object
2 properties
LinkedPATemplatePostSummaryRoot
object
2 properties 1 required
UnlinkedPATemplatePostSummaryRoot
object
2 properties 1 required
Error
object
5 properties
UnlinkedPATemplateCategoryAndTypeDetails
object
6 properties
PADateParameters
object
The date parameters for PA calculation.
3 properties 2 required
LinkedPATemplateSummary
object
3 properties
PACalculationColumn
object
2 properties
LinkedPATemplate
object
7 properties
ClientErrorResponse
object
1 property
UnlinkedPATemplateRoot
object
2 properties 1 required
PAIdentifier
object
2 properties 1 required
TemplateContentTypes
object
3 properties
UnlinkedPATemplateParameters
object
12 properties 2 required
LinkedPATemplateParametersRoot
object
2 properties 1 required
ErrorSource
object
2 properties
PACalculationGroup
object
2 properties
UnlinkedPATemplateUpdateParameters
object
10 properties
LinkedPATemplatePostSummary
object
4 properties
UnlinkedPATemplateGroupDetails
object
3 properties
UnlinkedPATemplateSummary
object
3 properties
UnlinkedPATemplate
object
16 properties
UnlinkedPATemplateUpdateParametersRoot
object
2 properties 1 required
PACalculationDataSources
object
3 properties
UnlinkedPATemplateParametersRoot
object
2 properties 1 required
LinkedPATemplateSummaryRoot
object
2 properties 1 required
LinkedPATemplateParameters
object
4 properties 2 required
UnlinkedPATemplateSummaryRoot
object
2 properties 1 required

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

factset-templates-api-openapi.yml Raw ↑

Other APIs Factset publishes across the network.

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FactSet Watchlist API for Digital Portals
FactSet Funds API for Digital Portals
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Where this information came from

This is an independent, third-party profile of Factset Templates API, published by API Evangelist. We do not operate, host, resell, or support these APIs, and we are not affiliated with or endorsed by the company unless stated above. Everything here is built from publicly available information — the company's own site, developer portal, documentation, public repositories, and the specifications it publishes for public use. Nothing is obtained by breaching a system, defeating an access control, or using credentials.

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