Factset Batch Processing API

openapi: 3.0.3
info:
  title: Factset Analytics Datastore About Batch Processing 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: Batch Processing
  description: Manage asynchronous batch requests for processing large data sets with up to 30,000 identifiers per request.
paths:
  /batch-status:
    get:
      tags:
      - Batch Processing
      operationId: getBatchStatus
      summary: Factset Returns the Status for a Batch Request.
      description: Return the status for the underlying batch request that is specified by the id.
      parameters:
      - $ref: '#/components/parameters/batchId'
      responses:
        '201':
          description: The batch request has been completed and the response has been created.
          headers:
            Location:
              description: Path to Batch Request result.
              schema:
                type: string
              example: batch-result?id=2df43e85-ea0f-45c6-bf4a-2baf4d1eaa3c
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BatchStatusResponse'
        '202':
          description: The batch request has not finished and the result has NOT been created.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BatchStatusResponse'
        '404':
          $ref: '#/components/responses/NotFound'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
  /batch-result:
    get:
      tags:
      - Batch Processing
      operationId: getBatchResult
      summary: Factset Returns the Response for a Batch Request.
      description: 'Returns the response data for the underlying batch request that is specified by the id.


        By default, this endpoint will return data as JSON. If you wish to receive your data in CSV format, you can edit the header to have the "accept" parameter as "text/csv" instead of "application/json".'
      parameters:
      - $ref: '#/components/parameters/batchId'
      responses:
        '200':
          description: Request response object when the batch request has been completed.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BatchResultResponse'
            text/csv:
              schema:
                type: string
        '202':
          description: The batch request has not finished and the result has NOT been created.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BatchStatusResponse'
        '404':
          $ref: '#/components/responses/NotFound'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
components:
  schemas:
    BatchStatus:
      type: object
      title: Batch Status
      description: Status information for an asynchronous batch request.
      properties:
        id:
          type: string
          format: uuid
          description: The batch request identifier.
          example: abc123
        startTime:
          type: string
          format: date-time
          description: Time when the batch request started (Eastern Time Zone).
          example: '2026-01-15T10:30:00Z'
        endTime:
          type:
          - string
          - 'null'
          format: date-time
          description: Time when the batch request ended. Null if still processing.
          example: '2026-01-15T10:30:00Z'
        status:
          type: string
          description: Current batch processing status.
          enum:
          - queued
          - executing
          - created
          - failed
          example: queued
        error:
          $ref: '#/components/schemas/BatchError'
    BatchResultResponse:
      type: object
      title: Batch Result Response
      description: Wrapper for completed batch request results.
      required:
      - data
      properties:
        data:
          type: array
          items:
            oneOf:
            - $ref: '#/components/schemas/Fundamental'
            - $ref: '#/components/schemas/Segment'
          example: []
    ErrorResponse:
      type: object
      title: Error Response
      description: Standard error response wrapper.
      properties:
        errors:
          type: array
          description: An array containing error details.
          items:
            $ref: '#/components/schemas/Error'
          example: []
    Segment:
      type: object
      title: Segment
      description: A single business or geographic segment data point for a company.
      properties:
        requestId:
          type: string
          description: Identifier that was used for the request.
          examples:
          - AAPL-US
        fsymId:
          type:
          - string
          - 'null'
          description: FactSet Regional Security Identifier.
          examples:
          - MH33D6-R
        metric:
          type:
          - string
          - 'null'
          description: The segment metric (SALES, OPINC, ASSETS, DEP, CAPEX).
          examples:
          - SALES
        label:
          type:
          - string
          - 'null'
          description: Report labels of the segment type requested.
          examples:
          - iPhone
        date:
          type:
          - string
          - 'null'
          format: date
          description: Date for the period requested in YYYY-MM-DD format.
          examples:
          - '2023-09-30'
        value:
          description: Segment metric value. May be a number or string.
          oneOf:
          - type: 'null'
          - type: string
          - type: number
            format: double
          example: example_value
    BatchError:
      type:
      - object
      - 'null'
      title: Batch Error
      description: Error information for a failed batch request.
      properties:
        id:
          type: string
          description: A UUID for this particular occurrence of the problem.
          example: abc123
        code:
          type: string
          description: Error code.
          example: example_value
        title:
          type: string
          description: The plain text error message.
          example: Example Title
    Error:
      type: object
      title: Error
      description: A single error detail object.
      properties:
        id:
          type: string
          description: A UUID for this particular occurrence of the problem.
          examples:
          - adb01824-252f-4420-b0c6-35a1e3507ef5
        code:
          type: string
          description: Error status code description.
          examples:
          - Bad Request
        title:
          type: string
          description: The plain text error message.
          examples:
          - Validation Error
        links:
          type: object
          description: The endpoint path for reference.
          properties:
            about:
              type: string
              description: API path that generated the error.
              examples:
              - /factset-fundamentals/v2/fundamentals
          example: example_value
    Fundamental:
      type: object
      title: Fundamental
      description: A single fundamental data point representing a metric value for a specific security, fiscal period, and periodicity.
      properties:
        requestId:
          type: string
          description: Identifier that was used for the request.
          examples:
          - FDS-US
        fsymId:
          type:
          - string
          - 'null'
          description: FactSet Regional Security Identifier. Six alpha-numeric characters, excluding vowels, with an -R suffix (XXXXXX-R).
          examples:
          - SQFMK3-R
        metric:
          type:
          - string
          - 'null'
          description: The requested metric input, representing the Fundamental Data Item.
          examples:
          - FF_SALES
        periodicity:
          type:
          - string
          - 'null'
          description: Periodicity or frequency of the fiscal periods.
          enum:
          - ANN
          - ANN_R
          - QTR
          - QTR_R
          - SEMI
          - SEMI_R
          - CAL
          - LTM
          - LTM_R
          - LTMSG
          - LTM_SEMI
          - YTD
          examples:
          - QTR
        fiscalPeriod:
          type:
          - integer
          - 'null'
          description: 'Fiscal period indicator. QUARTERLY: 1-4, SEMI-ANNUAL: 1-2, ANNUAL: 0.'
          examples:
          - 4
        fiscalYear:
          type:
          - integer
          - 'null'
          description: Fiscal year of the reported period in YYYY format.
          examples:
          - 2023
        fiscalPeriodLength:
          type:
          - integer
          - 'null'
          description: Length of the fiscal period in days.
          examples:
          - 91
        fiscalEndDate:
          type:
          - string
          - 'null'
          format: date
          description: The normalized date the fiscal period ended in YYYY-MM-DD format.
          examples:
          - '2023-12-31'
        reportDate:
          type:
          - string
          - 'null'
          format: date
          description: The date the reported fiscal period ended.
          examples:
          - '2023-12-30'
        epsReportDate:
          type:
          - string
          - 'null'
          format: date
          description: The date the EPS was reported for the requested periodicity.
          examples:
          - '2024-02-24'
        updateType:
          type:
          - string
          - 'null'
          description: Update type. Preliminary indicates limited data; Final indicates full financial statement data.
          enum:
          - Preliminary
          - Final
          examples:
          - Final
        currency:
          type:
          - string
          - 'null'
          description: ISO 4217 currency code for the data values.
          examples:
          - USD
        value:
          description: Value of the data metric requested. The type varies depending on the metric - may be a number (double) or string.
          oneOf:
          - type: 'null'
          - type: string
          - type: number
            format: double
          example: example_value
    BatchStatusResponse:
      type: object
      title: Batch Status Response
      description: Wrapper for batch request status.
      properties:
        data:
          $ref: '#/components/schemas/BatchStatus'
  responses:
    NotFound:
      description: Resource not found.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
  parameters:
    batchId:
      name: id
      in: query
      required: true
      description: Batch request identifier (UUID).
      schema:
        type: string
        format: uuid
  securitySchemes:
    basicAuth:
      type: http
      scheme: basic
externalDocs:
  url: https://developer.factset.com/api-catalog/analytics-datastore-api
  description: API Documentation