Factset Adaptive API

openapi: 3.0.3
info:
  title: Factset Analytics Datastore About Adaptive API
  description: Allow clients to fetch precalculated Analytics through predeterministic URLs.
  contact:
    name: FactSet Research Systems
    url: https://developer.factset.com/contact
    email: api@factset.com
  license:
    name: Apache License, Version 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0
  version: 1.0.0
servers:
- url: https://api.factset.com
  description: Production
- url: https://api-sandbox.factset.com
  description: Sandbox
security:
- basicAuth: []
tags:
- name: Adaptive
paths:
  /search/answers/v1/adaptive-card:
    get:
      summary: Fetch Factset Answer in Adaptive Card Format
      tags:
      - Adaptive
      description: Returns an answer to the specified query (if valid answer exists) in the Adaptive Card format (https://adaptivecards.io/).
      operationId: searchForAdaptiveCardAnswer
      parameters:
      - $ref: '#/components/parameters/Query'
      - $ref: '#/components/parameters/IncludeThumbnail'
      - $ref: '#/components/parameters/DisableNoAnswerResponses'
      - $ref: '#/components/parameters/Theme'
      responses:
        '200':
          description: Request was successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AdaptiveCardAnswerSuccessResponse'
        '400':
          description: Missing or empty query.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AnswerFailureResponse'
        '401':
          description: Missing or invalid authentication.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AnswerFailureResponse'
        '500':
          description: Unhandled error occurred while processing the request.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AnswerFailureResponse'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
  /events/adaptive-cards:
    get:
      tags:
      - Adaptive
      x-factset-sdk-ignore: true
      operationId: getEventAdaptiveCards
      description: 'Fetch Microsoft''s Adaptive Cards, which includes headlines and event details data plus hyperlinks to FactSet reports, based on at least one of the following filtering parameters: `ids`, `portfolios`'
      parameters:
      - $ref: '#/components/parameters/createdParam'
      - $ref: '#/components/parameters/updatedParam'
      - $ref: '#/components/parameters/signalIdsParam'
      - $ref: '#/components/parameters/idsParam'
      - $ref: '#/components/parameters/portfoliosParam'
      - $ref: '#/components/parameters/themesParam'
      - $ref: '#/components/parameters/categoriesParam'
      - $ref: '#/components/parameters/relevanceScoreParam'
      - $ref: '#/components/parameters/sortParam'
      - $ref: '#/components/parameters/resolveIdentifiersParam'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/eventAdaptiveCards'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/errorResponse'
        '429':
          description: API Rate Limit Exceeded
          headers:
            Api-Version:
              $ref: '#/components/headers/Api-Version'
            Api-Supported-Versions:
              $ref: '#/components/headers/Api-Supported-Versions'
            RateLimit-Limit:
              $ref: '#/components/headers/RateLimit-Limit'
            RateLimit-Remaining:
              $ref: '#/components/headers/RateLimit-Remaining'
            RateLimit-Reset:
              $ref: '#/components/headers/RateLimit-Reset'
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/rateLimitResponse'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/errorResponse'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    post:
      tags:
      - Adaptive
      operationId: postEventAdaptiveCards
      description: 'Fetch Microsoft''s Adaptive Cards, which includes headlines and event details data plus hyperlinks to FactSet reports, based on at least one of the following filtering parameters: `ids`, `portfolios`'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/eventRequestBody'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/eventAdaptiveCards'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/errorResponse'
        '429':
          description: API Rate Limit Exceeded
          headers:
            Api-Version:
              $ref: '#/components/headers/Api-Version'
            Api-Supported-Versions:
              $ref: '#/components/headers/Api-Supported-Versions'
            RateLimit-Limit:
              $ref: '#/components/headers/RateLimit-Limit'
            RateLimit-Remaining:
              $ref: '#/components/headers/RateLimit-Remaining'
            RateLimit-Reset:
              $ref: '#/components/headers/RateLimit-Reset'
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/rateLimitResponse'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/errorResponse'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
  /events/adaptive-cards/{eventId}:
    get:
      tags:
      - Adaptive
      operationId: getEventAdaptiveCardById
      description: Fetch Microsoft's Adaptive Cards, which includes headlines and event details data plus hyperlinks to FactSet reports, for a single requested Signal event
      parameters:
      - $ref: '#/components/parameters/eventIdParam'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/eventAdaptiveCard'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/errorResponse'
        '429':
          description: API Rate Limit Exceeded
          headers:
            Api-Version:
              $ref: '#/components/headers/Api-Version'
            Api-Supported-Versions:
              $ref: '#/components/headers/Api-Supported-Versions'
            RateLimit-Limit:
              $ref: '#/components/headers/RateLimit-Limit'
            RateLimit-Remaining:
              $ref: '#/components/headers/RateLimit-Remaining'
            RateLimit-Reset:
              $ref: '#/components/headers/RateLimit-Reset'
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/rateLimitResponse'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/errorResponse'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
components:
  parameters:
    resolveIdentifiersParam:
      name: resolveIdentifiers
      in: query
      schema:
        type: boolean
      description: The api will return resolved identifiers in the meta section of the response by default (true). If the parameter is false, the api will not attempt to resolve the identifiers.
      example: true
    categoriesParam:
      name: categories
      in: query
      schema:
        type: string
      description: Comma delimited string of category ids. Full list of signal categories can be viewed at /categories.
    relevanceScoreParam:
      name: userRelevanceScore
      in: query
      schema:
        $ref: '#/components/schemas/RelevanceScoreRange'
      style: deepObject
      explode: true
      description: A range for filtering signal events based on their relevancy score.
      examples:
        lowerBound:
          value:
            gte: 0
        upperBound:
          value:
            lt: 1
        bothBounds:
          value:
            gt: 0
            lt: 1
    signalIdsParam:
      name: signalIds
      in: query
      schema:
        type: string
        description: Comma delimited string of signalIds
      example: dilutionTrigger,freeCashFlow
    Theme:
      name: theme
      in: query
      description: Theme for desired answer (e.g., "Light", "Dark")
      required: false
      schema:
        type: string
        default: Light
    eventIdParam:
      name: eventId
      in: path
      required: true
      description: The UUID of the event to return.
      schema:
        type: string
        format: uuid
        minimum: 1
    Query:
      name: query
      in: query
      description: Query for desired answer (e.g., "fds price")
      required: true
      schema:
        type: string
    updatedParam:
      name: updated
      in: query
      schema:
        $ref: '#/components/schemas/DateTimeInterval'
      style: deepObject
      explode: true
      description: A date/time (UTC) interval for filtering signal events based on their last updated date. Defaults to NOW - 7 days if omitted. Users with limited access can only provide the default or a smaller date window.
      examples:
        default:
          value: {}
        lowerBound:
          $ref: '#/components/examples/lowerBound'
        upperBound:
          $ref: '#/components/examples/upperBound'
        bothBounds:
          $ref: '#/components/examples/bothBounds'
    createdParam:
      name: created
      in: query
      schema:
        $ref: '#/components/schemas/DateTimeInterval'
      style: deepObject
      explode: true
      description: A date/time (UTC) interval for filtering signal events based on their creation date. Defaults to NOW - 7 days if omitted. Users with limited access can only provide the default or a smaller date window.
      examples:
        default:
          value: {}
        lowerBound:
          $ref: '#/components/examples/lowerBound'
        upperBound:
          $ref: '#/components/examples/upperBound'
        bothBounds:
          $ref: '#/components/examples/bothBounds'
    idsParam:
      name: ids
      in: query
      schema:
        type: string
      description: Comma delimited string of identifiers. An identifier can be a ticker, FactSet entity id, CUSIP or ISIN. You must provide a list of identifiers either via a ids or a portfolios parameter. If both are provided, only ids filter is used. Users with limited access can use only the ids filter and provide at most 10 ids.
      example: FDS-US,AMZN-US
    sortParam:
      name: sort
      in: query
      schema:
        type: string
      description: Comma delimited string of sortable attributes. The sort order for each sort attribute is ascending unless it is prefixed with a minus sign, in which case it is descending. If sort is not provided, the default sort applied is -userRelevanceScore (userRelevanceScore in descending order).
      example: -userRelevanceScore,-eventDate
    DisableNoAnswerResponses:
      name: disableNoAnswerResponses
      in: query
      description: Disables no-result answer responses (no-results and answer without data)
      required: false
      schema:
        type: boolean
        default: true
    IncludeThumbnail:
      name: includeThumbnail
      in: query
      description: Includes thumbnail of Adaptive Card in response
      required: false
      schema:
        type: boolean
        default: false
    themesParam:
      name: themes
      in: query
      schema:
        type: string
      description: Comma delimited string of theme ids. Full list of signal themes can be viewed at /themes.
    portfoliosParam:
      name: portfolios
      in: query
      schema:
        type: string
      description: Name of a portfolio file stored by FactSet. If the portfolio contains more than 1,000 ids, only the first 1,000 ids are processed (e.g. client:techstocks.ofdb). Please note that using this parameter requires full subscription to Signals API.
  schemas:
    eventAdaptiveCard:
      type: object
      required:
      - data
      - meta
      properties:
        data:
          $ref: '#/components/schemas/eventAdaptiveDataItem'
        meta:
          $ref: '#/components/schemas/eventMeta'
        errors:
          type: array
          items:
            $ref: '#/components/schemas/errorItem'
          example: []
    errorItem:
      type: object
      required:
      - id
      - code
      - title
      properties:
        id:
          type: string
          format: uuid
          example: abc123
        code:
          type: string
          example: parameterError
        title:
          type: string
          example: Invalid type/value
        detail:
          type: string
          example: Value must be a valid UTC date/time that conforms to ISO 8601 format
        source:
          type: object
          properties:
            parameter:
              type: string
          example: example_value
    AdaptiveCardAnswerSuccessResponse:
      type: object
      required:
      - data
      properties:
        data:
          type: array
          items:
            $ref: '#/components/schemas/AdaptiveCardDataItem'
          example: []
    ThumbnailCard:
      type: object
      description: JSON that matches [Thumbnail Card](https://docs.microsoft.com/en-us/microsoftteams/platform/task-modules-and-cards/cards/cards-reference#thumbnail-card) format.
      nullable: true
    eventMeta:
      type: object
      required:
      - signalRequestId
      - idResolutions
      properties:
        signalRequestId:
          type: string
          format: uuid
          example: '500123'
        idResolutions:
          $ref: '#/components/schemas/idResolutionsMeta'
    eventRequestBody:
      type: object
      properties:
        created:
          allOf:
          - $ref: '#/components/schemas/DateTimeInterval'
          description: A date/time (UTC) interval for filtering signal events based on their creation date. Defaults to NOW - 7 days if omitted. Users with limited access can only provide the default or a smaller date window.
          example: example_value
        updated:
          allOf:
          - $ref: '#/components/schemas/DateTimeInterval'
          description: A date/time (UTC) interval for filtering signal events based on their last updated date. Defaults to NOW - 7 days if omitted. Users with limited access can only provide the default or a smaller date window.
          example: example_value
        signalIds:
          type: string
          description: Comma delimited string of signalIds
          example: dilutionTrigger,freeCashFlow
        ids:
          type: string
          description: Comma delimited string of identifiers. An identifier can be a ticker, FactSet entity id, CUSIP or ISIN. You must provide a list of identifiers either via a ids or a portfolios parameter. If both are provided, only ids filter is used. Users with limited access can use only the ids filter and provide at most 10 ids.
          example: FDS-US,AMZN-US
        portfolios:
          type: string
          description: Name of a portfolio file stored by FactSet. If the portfolio contains more than 1,000 ids, only the first 1,000 ids are processed (e.g. client:techstocks.ofdb). Please note that using this parameter requires full subscription to Signals API.
          example: example_value
        themes:
          type: string
          description: Comma delimited string of theme ids. Full list of signal themes can be viewed at /themes.
          example: example_value
        categories:
          type: string
          description: Comma delimited string of category ids. Full list of signal categories can be viewed at /categories.
          example: example_value
        userRelevanceScore:
          allOf:
          - $ref: '#/components/schemas/RelevanceScoreRange'
          description: A range for filtering signal events based on their relevancy score.
          example: example_value
        sort:
          type: string
          description: Comma delimited string of sortable attributes. The sort order for each sort attribute is ascending unless it is prefixed with a minus sign, in which case it is descending.
          example: example_value
        resolveIdentifiers:
          type: boolean
          description: The api will return resolved identifiers in the meta section of the response by default (true). If the parameter is false, the api will not attempt to resolve the identifiers.
          example: true
    AdaptiveCardDataItem:
      oneOf:
      - $ref: '#/components/schemas/AdaptiveCard'
      - $ref: '#/components/schemas/AdaptiveCardWithThumbnail'
    Error:
      type: object
      required:
      - id
      - code
      - title
      properties:
        id:
          type: string
          example: abc123
        code:
          type: string
          example: example_value
        title:
          type: string
          example: Example Title
        links:
          $ref: '#/components/schemas/ErrorLink'
        detail:
          type: string
          example: example_value
        source:
          $ref: '#/components/schemas/ErrorSource'
    eventAdaptiveDataItem:
      type: object
      required:
      - requestId
      - signalId
      - adaptiveCard
      properties:
        requestId:
          type: string
          description: The id that was requested, ticker, cusip, factset entity id etc.
          example: FDS-US
        signalId:
          type: string
          description: Signal Id for this event.
          example: dilutionTrigger
        adaptiveCard:
          type: object
          description: A JSON object that's compliant with MS adaptive card schema.
          additionalProperties: true
          example: example_value
    rateLimitResponse:
      title: Rate Limit Error Object
      description: Error returned if any of the user's rate limit have been reached.
      properties:
        message:
          type: string
          example: API rate limit exceeded
    errorResponse:
      type: object
      required:
      - message
      properties:
        message:
          type: string
          description: A short description of the error.
          example: There was an error processing your request. Please try again later.
        errors:
          type: array
          items:
            $ref: '#/components/schemas/errorItem'
          description: Optional list of errors. e.g. Validation errors for multiple parameters
          example: []
    DateTimeInterval:
      type: object
      description: 'Represents a valid date/time (UTC) interval. The upper bound of the interval is represented by the attribute **gt** or **gte**. The lower bound of the interval is presented by **lt** or **lte** The interval can contain either of the bounds or both. e.g. { "gt": "2021-05-01T00:00:00.000Z", "lt": "2021-05-08T00:00:00.000Z" }

        '
      minProperties: 1
      properties:
        gt:
          $ref: '#/components/schemas/DateTime'
        gte:
          $ref: '#/components/schemas/DateTime'
        lt:
          $ref: '#/components/schemas/DateTime'
        lte:
          $ref: '#/components/schemas/DateTime'
    ErrorSource:
      type: object
      properties:
        pointer:
          type: string
          example: example_value
        parameter:
          type: string
          example: example_value
    AdaptiveCard:
      type: object
      description: JSON that matches [Adaptive Card](https://adaptivecards.io/explorer/) format.
    eventAdaptiveCards:
      type: object
      required:
      - data
      - meta
      properties:
        data:
          type: array
          items:
            $ref: '#/components/schemas/eventAdaptiveDataItem'
          example: []
        meta:
          $ref: '#/components/schemas/eventMeta'
        errors:
          type: array
          items:
            $ref: '#/components/schemas/errorItem'
          example: []
    DateTime:
      type: string
      format: date-time
      description: A date/time string in ISO 8601 format.
      example: '2021-01-01T00:00:00Z'
    idResolutionsMeta:
      type: object
      properties:
        tickerRegion:
          type: object
          additionalProperties:
            type: string
            nullable: true
          example: example_value
        regionalPermId:
          type: object
          additionalProperties:
            type: string
            nullable: true
          example: '500123'
    AdaptiveCardWithThumbnail:
      type: object
      properties:
        adaptiveCard:
          $ref: '#/components/schemas/AdaptiveCard'
        thumbnail:
          $ref: '#/components/schemas/ThumbnailCard'
    ErrorLink:
      type: object
      required:
      - about
      properties:
        about:
          type: string
          example: example_value
    AnswerFailureResponse:
      type: object
      required:
      - errors
      properties:
        errors:
          type: array
          items:
            $ref: '#/components/schemas/Error'
          example: []
    RelevanceScoreRange:
      type: object
      description: 'Represents a valid range for user relevancy score for signal events. The upper bound of the range is represented by the attribute **gt** or **gte**. The lower bound of the range is presented by **lt** or **lte** The range can contain either of the bounds or both. e.g. { "gt": 0.4, "lt": 0.8 }

        '
      minProperties: 1
      properties:
        gt:
          type: number
          format: float
          example: 42.5
        gte:
          type: number
          format: float
          example: 42.5
        lt:
          type: number
          format: float
          example: 42.5
        lte:
          type: number
          format: float
          example: 42.5
  examples:
    lowerBound:
      value:
        gt: '2022-01-01T00:00:00.000Z'
    upperBound:
      value:
        lt: '2022-01-02T00:00:00.000Z'
    bothBounds:
      value:
        gt: '2022-01-01T00:00:00.000Z'
        lt: '2022-01-02T00:00:00.000Z'
  headers:
    RateLimit-Limit:
      description: Total number of requests allowed in a specific time window. The time window is two seconds for regular API users and one week for limited access users.
      schema:
        type: integer
        example: 5
    RateLimit-Reset:
      description: Time remaining (in seconds) until the quota is reset.
      schema:
        type: integer
        example: 1000
    RateLimit-Remaining:
      description: Remaining number of requests in the current time window.
      schema:
        type: integer
        example: 4
    Api-Version:
      description: Full semantic version of the API.
      schema:
        type: string
        example: 1.0.0
    Api-Supported-Versions:
      description: Comma-separated list of supported major versions.
      schema:
        type: string
        example: '1'
  securitySchemes:
    basicAuth:
      type: http
      scheme: basic
externalDocs:
  url: https://developer.factset.com/api-catalog/analytics-datastore-api
  description: API Documentation