Factset Jobs API

openapi: 3.0.3
info:
  title: Factset Analytics Datastore About Jobs 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: Jobs
paths:
  /factset-people/v1/jobs:
    get:
      summary: Factset Returns the Job History of the Person.
      description: 'Returns the `Job` history of the person referenced by the entityId specified in the request.

        '
      tags:
      - Jobs
      operationId: getPeopleJobs
      parameters:
      - $ref: '#/components/parameters/entityId'
      - $ref: '#/components/parameters/status'
      - $ref: '#/components/parameters/level'
      - $ref: '#/components/parameters/type'
      responses:
        '200':
          description: Array of Job objects.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/peopleJobsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    post:
      summary: Factset Returns the Job History for the Large List of People.
      description: 'Returns the `Job` history of the person referenced by the entityId specified in the request.

        '
      tags:
      - Jobs
      operationId: getPeopleJobsForList
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/peopleJobsRequest'
      responses:
        '200':
          description: Array of Job objects.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/peopleJobsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
  /jobs/{type}/{name}:
    parameters:
    - schema:
        $ref: '#/components/schemas/jobTypes'
      name: type
      in: path
      required: true
      description: The jobs type
    - schema:
        type: string
      name: name
      in: path
      required: true
      description: The jobs name
    get:
      summary: Factset Get Details for the Given Prb Job
      tags:
      - Jobs
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/jobDetailsResponse'
              examples:
                PA:
                  value:
                    data:
                      documents:
                        my_task_1:
                        - Client:/equity/long_short/my PA document
                        my_task_2:
                        - Client:/equity/long_short/my other PA document
                        - Client:/equity/long_only/my PA document
                      tasks:
                      - my_task_1
                      - my_task_2
                      accounts:
                        my_task_1:
                        - portfolioId: client:/some_path/some_portfolio.actm
                          isSplit: true
                          includeParent: true
                          level: '1'
                          latestComponentsOnly: true
                        my_task_2:
                        - portfolioId: client:/some_other_path/some__other_portfolio.acct
                          isSplit: true
                          includeParent: true
                          level: all
                          latestComponentsOnly: true
                      runs:
                      - statusDescription: job has completed with success
                        status: created
                        prbStatus: success
                        submitTime: '2019-08-24T14:15:22Z'
                        startTime: '2019-08-24T14:15:22Z'
                        endTime: '2019-08-24T14:15:22Z'
                        runDuration: 0
                        isApiTriggered: true
                        id: '565642'
                PD:
                  value:
                    data:
                      documents:
                        default:
                        - Client:/equity/long_short/my document1
                      runs:
                      - statusDescription: job has completed with success
                        status: created
                        prbStatus: success
                        submitTime: '2019-08-24T14:15:22Z'
                        startTime: '2019-08-24T14:15:22Z'
                        endTime: '2019-08-24T14:15:22Z'
                        runDuration: 1235
                        isApiTriggered: true
                        id: '3456'
                PI:
                  value:
                    data:
                      documents:
                        my_task_1:
                        - Client:/equity/long_short/my PA document
                      tasks:
                      - my_task_1
                      accounts:
                        my_task_1:
                        - portfolioId: client:/some_path/some_portfolio.actm
                      runs:
                      - statusDescription: job has completed with success
                        status: created
                        prbStatus: success
                        submitTime: '2019-08-24T14:15:22Z'
                        startTime: '2019-08-24T14:15:22Z'
                        endTime: '2019-08-24T14:15:22Z'
                        runDuration: 4567
                        isApiTriggered: true
                        id: '1234'
          headers:
            X-DataDirect-Request-Key:
              $ref: '#/components/headers/X-DataDirect-Request-Key'
            X-FactSet-Api-Request-Key:
              $ref: '#/components/headers/X-FactSet-Api-Request-Key'
            X-FactSet-Api-RateLimit-Limit:
              $ref: '#/components/headers/X-FactSet-Api-RateLimit-Limit'
            X-FactSet-Api-RateLimit-Remaining:
              $ref: '#/components/headers/X-FactSet-Api-RateLimit-Remaining'
            X-FactSet-Api-RateLimit-Reset:
              $ref: '#/components/headers/X-FactSet-Api-RateLimit-Reset'
        '400':
          description: Invalid post body parameters.
          headers:
            X-DataDirect-Request-Key:
              $ref: '#/components/headers/X-DataDirect-Request-Key'
            X-FactSet-Api-Request-Key:
              $ref: '#/components/headers/X-FactSet-Api-Request-Key'
            X-FactSet-Api-RateLimit-Limit:
              $ref: '#/components/headers/X-FactSet-Api-RateLimit-Limit'
            X-FactSet-Api-RateLimit-Remaining:
              $ref: '#/components/headers/X-FactSet-Api-RateLimit-Remaining'
            X-FactSet-Api-RateLimit-Reset:
              $ref: '#/components/headers/X-FactSet-Api-RateLimit-Reset'
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/clientErrorResponse'
        '401':
          description: Missing or invalid authentication.
          headers:
            X-DataDirect-Request-Key:
              $ref: '#/components/headers/X-DataDirect-Request-Key'
            X-FactSet-Api-Request-Key:
              $ref: '#/components/headers/X-FactSet-Api-Request-Key'
        '403':
          description: User is forbidden with current credentials
          headers:
            X-DataDirect-Request-Key:
              $ref: '#/components/headers/X-DataDirect-Request-Key'
            X-FactSet-Api-Request-Key:
              $ref: '#/components/headers/X-FactSet-Api-Request-Key'
            X-FactSet-Api-RateLimit-Limit:
              $ref: '#/components/headers/X-FactSet-Api-RateLimit-Limit'
            X-FactSet-Api-RateLimit-Remaining:
              $ref: '#/components/headers/X-FactSet-Api-RateLimit-Remaining'
            X-FactSet-Api-RateLimit-Reset:
              $ref: '#/components/headers/X-FactSet-Api-RateLimit-Reset'
        '404':
          description: Not Found - invalid inputs
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/clientErrorResponse'
          headers:
            X-DataDirect-Request-Key:
              $ref: '#/components/headers/X-DataDirect-Request-Key'
            X-FactSet-Api-Request-Key:
              $ref: '#/components/headers/X-FactSet-Api-Request-Key'
            X-FactSet-Api-RateLimit-Limit:
              $ref: '#/components/headers/X-FactSet-Api-RateLimit-Limit'
            X-FactSet-Api-RateLimit-Remaining:
              $ref: '#/components/headers/X-FactSet-Api-RateLimit-Remaining'
            X-FactSet-Api-RateLimit-Reset:
              $ref: '#/components/headers/X-FactSet-Api-RateLimit-Reset'
        '429':
          description: Rate limit reached. Wait till the time specified in Retry-After header value to make further requests.
          headers:
            X-DataDirect-Request-Key:
              $ref: '#/components/headers/X-DataDirect-Request-Key'
            X-FactSet-Api-Request-Key:
              $ref: '#/components/headers/X-FactSet-Api-Request-Key'
            Retry-After:
              description: Time to wait in seconds before making a new request as the rate limit has reached.
              schema:
                type: string
        '500':
          description: Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting.
          headers:
            X-DataDirect-Request-Key:
              $ref: '#/components/headers/X-DataDirect-Request-Key'
            X-FactSet-Api-Request-Key:
              $ref: '#/components/headers/X-FactSet-Api-Request-Key'
        '503':
          description: Request timed out. Retry the request in sometime.
          headers:
            X-DataDirect-Request-Key:
              $ref: '#/components/headers/X-DataDirect-Request-Key'
            X-FactSet-Api-Request-Key:
              $ref: '#/components/headers/X-FactSet-Api-Request-Key'
      operationId: getDetailsForJob
      parameters:
      - schema:
          type: array
          items:
            enum:
            - documents
            - tasks
            - accounts
            - runs
            type: string
          maxItems: 4
        explode: false
        in: query
        name: attribute
        description: The attribute parameter accepts a list of the given enums, separated by commas. Each of them returns the respective data associated with the job. Runs returns the run history of the job.
      description: Use this endpoint to fetch the documents, tasks, accounts, and/or runs for the PRB job given in the path. Please note jobs with type PD will not return tasks nor accounts so this will be ignored if given as part of the array of attributes in the request.
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
  /v2/jobs:
    get:
      description: Retrieve list of all active job ids started by requester's username-serial
      operationId: GetAllActiveJobs
      responses:
        '200':
          $ref: '#/components/responses/ActiveJobsResponse'
        '401':
          $ref: '#/components/responses/Error401Response'
        '404':
          $ref: '#/components/responses/Error404Response'
        '500':
          $ref: '#/components/responses/Generic500ErrorResponse'
      tags:
      - Jobs
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    delete:
      description: Delete all active jobs started by the requester's username-serial
      operationId: DeleteAllActiveJobs
      responses:
        '204':
          description: No Content
        '401':
          $ref: '#/components/responses/Error401Response'
        '404':
          $ref: '#/components/responses/Error404Response'
        '500':
          $ref: '#/components/responses/Generic500ErrorResponse'
      tags:
      - Jobs
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
components:
  schemas:
    clientErrorResponse:
      description: The response schema for reporting errors
      properties:
        errors:
          description: List of errors
          items:
            $ref: '#/components/schemas/error'
          type: array
          example: []
      type: object
    error:
      description: Full details of any error
      properties:
        code:
          description: The error code
          type: string
          example: example_value
        detail:
          description: Explanation specific to the occurrence of the error
          type: string
          example: example_value
        id:
          description: Identifier for the error
          type: string
          example: abc123
        source:
          $ref: '#/components/schemas/errorSource'
        title:
          description: The title of the error
          type: string
          example: Example Title
      type: object
    type:
      description: Select only Jobs of a certain type board member or employee.
      enum:
      - ALL
      - BRD
      - EMP
      default: ALL
    ErrorObject:
      properties:
        code:
          $ref: '#/components/schemas/ErrorCode'
        id:
          description: A unique ID for the occurrence of the error. It is advised to log this code and include it if you contact FactSet support desk.
          type: string
          example: abc123
        source:
          $ref: '#/components/schemas/ErrorObjectSource'
        title:
          description: a description of the error
          type: string
          example: Example Title
      type: object
      description: Associated Error Objects
    accountsForJobAddProp:
      description: The details of the account under the task in the object key
      properties:
        includeParent:
          description: Indicates whether or not the parent portfolio is included as a separate portfolio when isSplit is true
          nullable: true
          type: boolean
          example: true
        isSplit:
          description: Indicates whether the portfolio's components if any would be treated as individual portfolios when the job is run
          nullable: true
          type: boolean
          example: true
        latestComponentsOnly:
          description: When selected, the ACTM/CSTM will be split and will only return components that are still held in the ACTM. I.e., when the end date is "Latest," it will not return components where the end date occurs before Latest.
          nullable: true
          type: boolean
          example: true
        level:
          description: The number of levels when isSplit is true that the job will expand down to for a composite portfolio (CSTM or ACTM). "1" means only the first level will be expanded. "all" will be the value if all levels are expanded down.
          nullable: true
          type: string
          example: example_value
        portfolioId:
          description: The full file path including portfolio name and type
          type: string
          example: '500123'
      type: object
    ids:
      type: array
      items:
        type: string
      minItems: 1
      maxItems: 1000
      description: 'FactSet People Entity Ids.

        '
      example:
      - 0DPHLH-E
    status_2:
      description: The status of the job as per FactSets API standards
      enum:
      - cancelled
      - created
      - executing
      - failed
      - queued
      example: queued
      title: status
      type: string
    documentsForJob:
      additionalProperties:
        description: The tasks under each document
        items:
          type: string
        type: array
      description: Shows the documents for each job where relevant with a collection of tasks under each document
      example:
        my_task_1:
        - Client:/equity/long_short/my PA document
        my_task_2:
        - Client:/equity/long_only/my PA document
        - Client:/equity/long_short/my other PA document
      title: documentsForJob
      type: object
    errorSource:
      description: The pointer and parameter of the error
      properties:
        parameter:
          description: Indicates which path or URI query parameter caused the error
          type: string
          example: example_value
        pointer:
          description: Pointer to the associated entity in the request body
          type: string
          example: example_value
      type: object
    prbStatus:
      description: The status of the job as per the application
      enum:
      - failed
      - pending
      - running
      - soft
      - stopped
      - success
      - warning
      example: running
      title: prbStatus
      type: string
    status:
      type: string
      description: Select only Jobs with a certain status primary, active, or inactive.
      enum:
      - ALL
      - PRIMARY
      - ACTIVE
      - INACTIVE
      default: ALL
    ActiveJobsData:
      description: Object containing active jobs ids
      properties:
        data:
          $ref: '#/components/schemas/ActiveJobIDs'
    peopleJobsRequest:
      title: Jobs Request
      type: object
      properties:
        ids:
          $ref: '#/components/schemas/ids'
        status:
          $ref: '#/components/schemas/status'
        level:
          $ref: '#/components/schemas/level'
        type:
          $ref: '#/components/schemas/type'
      required:
      - ids
    accountsForJob:
      additionalProperties:
        description: An array of the details of the account/s under the task/s in the object key/s
        items:
          $ref: '#/components/schemas/accountsForJobAddProp'
        type: array
      description: Please note for PI jobs you will only see portfolioId
      example:
        my_task_1:
        - includeParent: true
          isSplit: true
          latestComponentsOnly: true
          level: string
          portfolioId: string
      title: accountsForJob
      type: object
    ErrorObjectSource:
      properties:
        parameter:
          type: string
          example: example_value
      description: For errors and warnings found in screens, contains the paramID the error/warning belongs to
      type: object
    ErrorArray:
      description: An array of errors
      properties:
        errors:
          items:
            $ref: '#/components/schemas/ErrorObject'
          type: array
          description: Array of Error Objects
          example: []
      type: object
    job:
      title: Job
      type: object
      description: Basic information about a person's `Job`.
      properties:
        companyCity:
          description: City the job is located in.
          type: string
          example: Norwalk
          x-fds-fql-formula: FPD_PERSON_JOBS(CITY)
          nullable: true
        companyId:
          description: FactSet Identifier for the company.
          type: string
          example: 0016YD-E
          nullable: true
        companyName:
          description: Name of the company.
          type: string
          example: FactSet Research Systems, Inc.
          x-fds-fql-formula: FPD_PERSON_JOBS(CO_NAME)
          nullable: true
        jobEndDate:
          description: Ending date for the Job.
          type: string
          format: date
          example: '0001-01-01'
          x-fds-fql-formula: FPD_PERSON_JOBS(EDATE)
          nullable: true
        jobFunctionCode:
          description: Job function code.
          type: string
          example: CEO
          x-fds-fql-formula: FPD_PERSON_JOBS(JOB_FUNC_CODE)
          nullable: true
        jobFunctionName:
          description: Description of the job.
          type: string
          example: Chief Executive Officer
          x-fds-fql-formula: FPD_PERSON_JOBS(JOB_FUNC_DESC)
          nullable: true
        jobStartDate:
          description: Starting date for the Job.
          type: string
          format: date
          example: '2015-07-01'
          x-fds-fql-formula: FPD_PERSON_JOBS(SDATE)
          nullable: true
        jobTitle:
          description: Job Title
          type: string
          example: Chief Executive Officer & Director
          x-fds-fql-formula: FPD_PERSON_JOBS(TITLE)
          nullable: true
        personId:
          description: FactSet Entity Identifier for the Person.
          type: string
          example: 0DPHLH-E
          nullable: true
        requestId:
          description: Original identifier used for the request.
          type: string
          example: 0DPHLH-E
    tasksForJob:
      description: A list of tasks for the given job
      example:
      - my_task_1
      items:
        example: my_task_1
        type: string
      title: tasksForJob
      type: array
      maxItems: 200
    peopleJobsResponse:
      title: Jobs Response
      type: object
      properties:
        data:
          type: array
          items:
            $ref: '#/components/schemas/job'
          example: []
    statusDescription:
      description: Further details on the job's status
      example: job has completed with success
      title: statusDescription
      type: string
      maxLength: 500
    runsForJob:
      description: Provides full details of when the job has been run
      example:
        endTime: '2019-08-24T14:15:22Z'
        id: '2365478'
        isApiTriggered: true
        prbStatus: success
        runDuration: 6000
        startTime: '2019-08-24T14:15:22Z'
        status: created
        statusDescription: job has completed with success
        submitTime: '2019-08-24T14:15:22Z'
      properties:
        endTime:
          description: The date and time the job was finished processing
          format: date-time
          type: string
          example: '2026-01-15T10:30:00Z'
        id:
          description: The ID of the run
          type: string
          example: abc123
        isApiTriggered:
          description: Indicates whether the job was triggered via the PRB API
          type: boolean
          example: true
        prbStatus:
          $ref: '#/components/schemas/prbStatus'
        runDuration:
          description: Number of seconds between startTime and endTime
          type: number
          example: 42.5
        startTime:
          description: The date and time the job started running after being submitted and potentially waiting in any queue
          format: date-time
          type: string
          example: '2026-01-15T10:30:00Z'
        status:
          $ref: '#/components/schemas/status_2'
        statusDescription:
          $ref: '#/components/schemas/statusDescription'
        submitTime:
          description: The date and time the job was submitted
          format: date-time
          type: string
          example: '2026-01-15T10:30:00Z'
      title: runsForJob
      type: object
    jobDetailsResponse:
      description: Provides the requested details for the specified job and if no attributes are provided, full details will be given
      properties:
        data:
          description: The main object in the jobDetailsResponse schema
          properties:
            accounts:
              $ref: '#/components/schemas/accountsForJob'
            documents:
              $ref: '#/components/schemas/documentsForJob'
            runs:
              description: An array of information for each run
              items:
                $ref: '#/components/schemas/runsForJob'
              type: array
            tasks:
              $ref: '#/components/schemas/tasksForJob'
          type: object
          example: example_value
      title: jobDetailsResponse
      type: object
    ActiveJobIDs:
      properties:
        id:
          items:
            type: string
          type: array
          example: abc123
      description: Array of active jobs ids associated with the account
      type: object
    level:
      description: Select the level of detail only main Jobs or include other Jobs at a company.
      type: string
      enum:
      - SUMMARY
      - DETAIL
      default: DETAIL
    jobTypes:
      description: PA - Portfolio Analysis, PUB - Publisher, ADF - Analytics DataFeed, PI - Portfolio Insight, PD - Portfolio Dashboard, Portfolio Vault - vault
      enum:
      - ADF
      - PA
      - PD
      - PI
      - PUB
      - vault
      example: vault
      title: jobTypes
      type: string
    ErrorCode:
      description: Factset API specific error codes
      enum:
      - notAuthenticated
      - notAuthorized
      - notFound
      - endpointNotFound
      - parameterError
      - genericServerError
      - resourceGone
      - quantityLimitsExceeded
      - universal_screening_parameterError
      - universal_screening_parameterWarning
      type: string
  responses:
    Error401Response:
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorArray'
      description: Invalid or missing authentication.
    Error404Response:
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorArray'
      description: Job ID not found.
    ActiveJobsResponse:
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ActiveJobsData'
      description: ActiveJobsResponse contains id of all of a user's active jobs
    Generic500ErrorResponse:
      description: Internal Server Error
      headers:
        Request-Key:
          description: Provide this key when reporting this issue
          schema:
            type: string
  headers:
    X-FactSet-Api-RateLimit-Reset:
      description: Number of seconds remaining till rate limit resets.
      schema:
        type: string
    X-FactSet-Api-RateLimit-Remaining:
      description: Number of requests left for the time window.
      schema:
        type: string
    X-FactSet-Api-RateLimit-Limit:
      description: Number of allowed requests for the time window.
      schema:
        type: string
    X-FactSet-Api-Request-Key:
      description: Key to uniquely identify an Analytics API request. Only available after successful authentication.
      schema:
        type: string
        description: Key to uniquely identify an Analytics API request. Only available after successful authentication.
    X-DataDirect-Request-Key:
      description: FactSet's request key header.
      schema:
        type: string
        description: FactSet's request key header.
  parameters:
    status:
      name: status
      description: Select only Jobs with a certain status primary, active, or inactive.
      in: query
      schema:
        type: string
        enum:
        - ALL
        - PRIMARY
        - ACTIVE
        - INACTIVE
        default: ALL
    type:
      name: type
      description: Select only Jobs of a certain type board member or employee.
      in: query
      schema:
        type: string
        enum:
        - ALL
        - BRD
        - EMP
        default: ALL
    level:
      name: level
      description: Select the level of detail only main Jobs or include other Jobs at a company.
      in: query
      schema:
        type: string
        enum:
        - SUMMARY
        - DETAIL
        default: DETAIL
    entityId:
      name: ids
      description: List of FactSet Person Entity identifier.
      in: query
      schema:
        type: array
        items:
          type: string
        minItems: 1
        maxItems: 1000
      required: true
      explode: false
      example:
      - 0DPHLH-E
      - 07MZV9-E
  securitySchemes:
    basicAuth:
      type: http
      scheme: basic
externalDocs:
  url: https://developer.factset.com/api-catalog/analytics-datastore-api
  description: API Documentation