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Fenergo

Fenergo Financial Analysis API

The FinancialAnalysis API from Fenergo — 19 operation(s) for financialanalysis.

Documentation Provider Profile APIs.io OpenAPI GitHub

Fenergo Financial Analysis API is one of 281 APIs that Fenergo publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Financial Analysis. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, and an API reference.

This API exposes 19 operations across 19 paths, and defines 114 schemas. It is described by OpenAPI 3.2.0, at version 1.0.

Requests are made against 2 base URLs: /financialanalysiscommand, /financialanalysisquery.

19 operations 19 paths 114 schemas 8 GET3 POST8 PUT

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
1.0
Base URL
https://api.fenergox.com/advanceddashboardcommand
Authentication
API Key
Resource Areas
1

Authentication & Security 1

Fenergo Financial Analysis API declares 1 security scheme for authenticating requests. An API key is passed in the header as Authorization (Bearer). By default, every request must be authenticated.

  • Bearer — Please insert JWT with Bearer into field

Paths & Operations 19

Across 19 paths, the API surfaces 19 operations — 8 GET, 3 POST, 8 PUT. Each is listed below with its method, path, parameters, and response codes.

FinancialAnalysis 19
POST
/api/financialanalysis
Create a new Financial Analysis Set
CreateFinancialAnalysisSet 1 param body → 202400404401403500410
POST
/api/financialanalysis/joint
Initialize a new Joint Financial Analysis
InitializeJointFinancialAnalysis 1 param body → 202400404401403500410
POST
/api/financialanalysis/{setId}/version
Create a new Financial Analysis Version and Financial Analysis Schema
CreateFinancialAnalysisVersion 2 params body → 202400404401403500410
PUT
/api/financialanalysis/{setId}/{id}
Update a Financial Analysis Version
UpdateFinancialAnalysisVersion 3 params body → 202400404401403500410
PUT
/api/financialanalysis/{setId}/{id}/scenario
Update a Financial Analysis Version's Scenario
UpdateScenarios 3 params body → 202400404401403500410
PUT
/api/financialanalysis/{setId}/{id}/summary
Update a Financial Analysis Version's Summary
UpdateSummary 3 params body → 202400404401403500410
PUT
/api/financialanalysis/{setId}/status
Update a Financial Analysis Set status
UpdateFinancialAnalysisStatus 2 params body → 202400404401403500410
PUT
/api/financialanalysis/{setId}/{id}/statusdeprecated
Update a Financial Analysis Version status
putApiFinancialanalysisBySetIdByIdStatus 3 params body → 202400404401403500410
PUT
/api/financialanalysis/{setId}/version/{id}/reviewstatus
Update a Financial Analysis Version External Review Status
UpdateFinancialAnalysisReviewStatus 3 params body → 202400404401403500410
PUT
/api/financialanalysis/{journeyId}/{taskId}/complete
Complete all financial analysis sets by task id
CompleteAllFinancialAnalysisVersions 3 params → 202400404401403500410
PUT
/api/financialanalysis/{setId}/{id}/schema
Update a Financial Analysis Schema
UpdateSchema 3 params body → 202400404401403500410
GET
/api/financialanalysis/set/entity/{entityId}/lite
Get all Financial Analysis Sets by Entity Id without Version data
GetFinancialAnalysisSetByEntityId 2 params → 200400404401403500410
GET
/api/financialanalysis/set/entity/{entityId}/journey/{journeyId}/task/{taskId}
Get the latest Financial Analysis Version by Entity, Journey, Task Id
GetFinancialAnalysisSetByEntityJourneyTaskId 4 params → 200400404401403500410
GET
/api/financialanalysis/set/journey/{journeyId}/task/{taskId}
Get Financial Analysis Sets by Journey, Task Id
GetFinancialAnalysisSetsByJourneyTaskId 3 params → 200400404401403500410
GET
/api/financialanalysis/set/{setId}
Get a Financial Analysis Set of specified Id with all Version data
GetFinancialAnalysisSetById 2 params → 200400404401403500410
GET
/api/financialanalysis/{id}
Get a Financial Analysis Version of specified Id
GetFinancialAnalysisVersionById 2 params → 200400404401403500410
GET
/api/financialanalysis/version/{versionId}/scenario
Get a Financial Analysis Scenario By Financial Analysis Version Id
GetScenario 2 params → 200400404401403500410
GET
/api/financialanalysis/version/{versionId}/summary
Get a Financial Analysis Summary By Financial Analysis Version Id
GetSummary 2 params → 200400404401403500410
GET
/api/financialanalysis/set/{setId}/version/{versionId}/schema
Get a Financial Analysis Schema by Set, Version Id
GetSchema 3 params → 200400404401403500410

Schemas 114

The contract defines 114 schemas that model the data the API accepts and returns. The most detailed are FinancialAnalysisVersionDto_2 (11 properties), RetrieveSchemaDto (11 properties), ScenarioGroupSchema (10 properties), ScenarioGroupSchema_2 (10 properties). Each schema is shown below with its type and property counts.

ScenarioValueDto
object
Value of a scenario item for a specific column
2 properties
PeriodDto
object
Financial Analysis Period
3 properties
CollectionMaximumCountRuleDto2
object
Request DTO representing collection maximum count validation rule metadata
3 properties
SummaryVersionDtoServiceRequest
object
1 property
ServiceResponseMessage
object
3 properties
FinancialAnalysisSchemaDto
object
Model that contains information to build financial analysis schema
5 properties
DataValidationRulesDto
object
Request DTO representing validation rule metadata
4 properties
SummaryColumnDefinitionDto
object
4 properties
SummaryValueDto
object
2 properties
EmptyRuleDtoConditionalValidationRuleDto
object
Represent the configuration of the validation rule
2 properties
PeriodSchema
object
Model that contains information to build period schema
7 properties
SummaryVersionDto
object
4 properties
FinancialItemDto
object
Financial Item
7 properties
LookupSchema
object
Model that contains information to build lookup schema
8 properties
StringServiceResponse
object
2 properties
FinancialAnalysisSetDtoServiceResponse
object
2 properties
FinancialAnalysisVersionDtoServiceRequest
object
1 property
FinancialAnalysisSetDtoServiceRequest
object
1 property
PropertyDto
object
3 properties
EmptyRuleDto
object
SummarySchema
object
3 properties
JointEntityDto
object
Entity of Financial Analysis
2 properties
SummaryItemDto
object
8 properties
ValidationDataDto
object
Request DTO representing validation data metadata
3 properties
FinancialAnalysisConfiguration
object
Model that contains information from Financial Analysis Configuration for the schema to use, mainly for validation
2 properties
ObjectServiceResponse
object
2 properties
JointFinancialAnalysisInitializeResponseDtoServiceResponse
object
2 properties
ExternalReviewStatusDto
object
1 property
ScenarioVersionDtoServiceResponse
object
2 properties
ExternalReviewStatusDtoServiceResponse
object
2 properties
VersionedJurisdictionDto
object
Defines the jurisdiction requirement for the financial analysis
2 properties
RetrieveSchemaDtoServiceRequest
object
1 property
ScenarioColumnDefinitionDto
object
Financial Analysis Period
7 properties
CollectionMaximumCountRuleDtoValidationRuleDto
object
Represent the configuration of the validation rule
2 properties
BasicRuleDto2
object
Request DTO representing basic validation rule metadata
1 property
PropertyType
string
SummaryGroupDto
object
8 properties
RetrieveSchemaDto
object
11 properties
SummaryGroupSchema
object
Model that contains fields related to financial analysis summary schema
9 properties
StatusDto
object
1 property
FinancialGroupDto
object
Financial Group
6 properties
FinancialGroupSchema
object
Model that contains fields related to financial analysis and are mapped from policy requirement dto
10 properties
PeriodReferenceDto
object
Value of a financial item for a specific period
2 properties
CollectionMinimumCountRuleDto2
object
Request DTO representing collection minimum count validation rule metadata
3 properties
JointFinancialAnalysisSetDto
object
Joint Financial Analysis Set representation
6 properties
ScenarioItemDto
object
Scenario Item
9 properties
FinancialAnalysisSchemaDtoServiceResponse
object
2 properties
CollectionMinimumCountRuleDto
object
Request DTO representing collection minumim count validation rule metadata
4 properties
BasicRuleDto
object
Request DTO representing basic validation rule metadata
2 properties
StatusDtoServiceResponse
object
2 properties
SummaryVersionDtoServiceResponse
object
2 properties
SinglePropertyDto
object
5 properties
ScenarioGroupDto
object
6 properties
ScenarioVersionDtoServiceRequest
object
1 property
ValidationErrorModel
object
4 properties
ScenarioGroupSchema
object
Model that contains fields related to financial analysis scenario schema
10 properties
JointFinancialAnalysisInitializeRequestDto
object
Request for initializing joint Financial Analysis representation
5 properties
CalculationSummaryDto
object
Summary of a financial group by period
2 properties
DataFieldDto
object
Request DTO representing data field metadata
3 properties
JointFinancialAnalysisInitializeRequestDtoServiceRequest
object
1 property
CollectionMaximumCountRuleDto
object
Request DTO representing collection maximum count validation rule metadata
4 properties
ValidationErrorModelListServiceResponse
object
2 properties
ColumnSummaryDto
object
Summary of a financial group by column
2 properties
ExternalReviewStatusDtoServiceRequest
object
1 property
FinancialAnalysisVersionDtoServiceResponse
object
2 properties
ScenarioSchema
object
3 properties
CollectionMinimumCountRuleDtoValidationRuleDto
object
Represent the configuration of the validation rule
2 properties
BasicRuleDtoConditionalValidationRuleDto
object
Represent the configuration of the validation rule
2 properties
FinancialAnalysisVersionDto
object
Financial Analysis Version representation
9 properties
StatusDtoServiceRequest
object
1 property
FinancialAnalysisSetDto
object
Financial Analysis Set representation
7 properties
JointFinancialAnalysisInitializeResponseDto
object
Response for initializing joint Financial Analysis representation
3 properties
CommentaryGroupDto
object
4 properties
ValidationRuleDto
object
Request DTO representing validation rule metadata
7 properties
ScenarioVersionDto
object
Financial Analysis Scenario representation
4 properties
ScenarioValueDto_2
object
Value of a scenario item for a specific scenario
2 properties
FinancialAnalysisSchemaDto_2
object
Model that contains information to build financial analysis schema
5 properties
DataValidationRulesDto_2
object
Request DTO representing validation rule metadata
4 properties
SummaryColumnDefinitionDto_2
object
4 properties
SummaryValueDto_2
object
2 properties
EmptyRuleDtoConditionalValidationRuleDto_2
object
Represent the configuration of the validation rule
2 properties
SummaryVersionDto_2
object
3 properties
FinancialItemDto_2
object
Financial Item
7 properties
FinancialAnalysisSetDtoServiceResponse_2
object
2 properties
ImportRecordDto
object
3 properties
ScenarioVersionDtoServiceResponse_2
object
2 properties
JointEntityDto_2
object
2 properties
SummaryItemDto_2
object
Summary Item
8 properties
ValidationDataDto_2
object
Request DTO representing validation data metadata
3 properties
ScenarioColumnDefinitionDto_2
object
7 properties
CollectionMaximumCountRuleDtoValidationRuleDto_2
object
Represent the configuration of the validation rule
2 properties
SummaryGroupDto_2
object
8 properties
SummaryGroupSchema_2
object
Model that contains fields related to financial analysis summary schema
9 properties
FinancialAnalysisVersionsLiteDto
object
Financial Analysis Set representation with Lite Financial Analysis Versions
8 properties
FinancialGroupDto_2
object
Financial Group
6 properties
FinancialAnalysisSetLiteDtoIEnumerableServiceResponse
object
2 properties
FinancialGroupSchema_2
object
Model that contains fields related to financial analysis and are mapped from policy requirement dto
10 properties
FinancialAnalysisSetLiteDto
object
Financial Analysis Set Lite representation
8 properties
ScenarioItemDto_2
object
Scenario Item
9 properties
FinancialAnalysisSchemaDtoServiceResponse_2
object
2 properties
SummaryVersionDtoServiceResponse_2
object
2 properties
ScenarioGroupDto_2
object
6 properties
SinglePropertyDto_2
object
5 properties
ScenarioGroupSchema_2
object
Model that contains fields related to financial analysis scenario schema
10 properties
ColumnSummaryDto_2
object
Summary of a financial group by column
2 properties
FinancialAnalysisVersionsLiteDtoServiceResponse
object
2 properties
FinancialAnalysisVersionDtoServiceResponse_2
object
2 properties
CollectionMinimumCountRuleDtoValidationRuleDto_2
object
Represent the configuration of the validation rule
2 properties
BasicRuleDtoConditionalValidationRuleDto_2
object
Represent the configuration of the validation rule
2 properties
FinancialAnalysisVersionDto_2
object
Financial Analysis Version representation
11 properties
VersionLiteDto
object
FinancialAnalysisVersions representation
8 properties
FinancialAnalysisSetDto_2
object
Financial Analysis Set representation
9 properties
ValidationRuleDto_2
object
Request DTO representing validation rule metadata
7 properties
ScenarioVersionDto_2
object
3 properties

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

fenergo-financialanalysis-api-openapi.yml Raw ↑

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#Financial Analysis
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API Details
ID
fenergo:fenergo-financialanalysis-api
Base URL
https://api.fenergox.com/advanceddashboardcommand
Docs
https://docs.fenergox.com/api-docs/other-clm-apis/advanced-dashboard-api/advanced-dashboard-command
Provider
Fenergo
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