Factset Managers API

openapi: 3.0.3
info:
  title: Factset Analytics Datastore About Managers 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: Managers
paths:
  /factset-funds/v1/managers:
    get:
      tags:
      - Managers
      summary: Factset Get a List of Fund Managers and Related Details for a List of Ids.
      operationId: getFundsManagers
      description: 'Fetch basic Fund manager details, such as Title, Phone, Job Id and Name. NOTE - A subscription to FactSet''s Ownership product is required to access formulas in this Asset Managers subcategory.

        '
      parameters:
      - $ref: '#/components/parameters/ids'
      responses:
        '200':
          description: The Fund Managers response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/managersResponse'
              examples:
                Fund Managers for MABAX:
                  $ref: '#/components/examples/fundManagers'
        '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:
      tags:
      - Managers
      summary: Factset Get a List of Fund Managers and Related Details for a Large List of Ids.
      description: "Fetch basic Fund manager details, such as Title, Phone, Job Id and Name. \n"
      operationId: getFundsManagersForList
      requestBody:
        required: true
        description: The Funds Managers request body, allowing the user to specify a list of ids.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/managersRequest'
      responses:
        '200':
          description: The Funds Managers response object.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/managersResponse'
              examples:
                Fund Managers for MABAX:
                  $ref: '#/components/examples/fundManagers'
        '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
  /FileManagerAudit:
    get:
      tags:
      - Managers
      summary: Factset Get File Manager Audit Data.
      security:
      - basicAuth: []
      responses:
        '200':
          $ref: '#/components/responses/fileManagerAuditSuccess'
        '500':
          $ref: '#/components/responses/internalServerError'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
components:
  examples:
    badRequestInvalidParameters:
      summary: Bad Request - Invalid Parameters
      description: This error message occurs when a request parameter is used in which is not recognized by the service. Please revise your request to include only the parameters listed in the specification. Typical causes are spelling mistakes and use of improper casing.
      value:
        status: Bad Request
        timestamp: '2020-06-12 15:58:54.068'
        path: /factset-funds/v1/{endpoint}
        message: 'Invalid Parameter (s): fakeParameterName1 fakeParameterName2. Please modify your request to use parameters outlined in the specification for this endpoint.'
        subErrors: null
    badRequestDateFormat:
      summary: Bad Request - Date Format
      description: This bad request occurs when a request doesn't use the YYYY-MM-DD in the date parameters. To resolve, convert your date to YYYY-MM-DD.
      value:
        status: Bad Request
        timestamp: '2019-10-31 16:08:07.945'
        path: /factset-funds/v1/{endpoint}
        message: 'The date parameter ''startDate'' must be in the following date format: YYYY-MM-DD'
        subErrors: null
    notWritable:
      summary: Internal Server Error - Not Writable
      description: This error may be returned when the server encounters an error writing the JSON response.
      value:
        status: Internal Server Error
        timestamp: '2019-11-05 09:48:29.18'
        path: /factset-funds/v1/{endpoint}
        message: Error writing JSON output
        subErrors: null
    unsupportedMediaType:
      summary: Unsupported Media Type
      description: This bad request occurs when the media type passed in the request is not supported. Currently the APIs only support 'application/json'.
      value:
        status: Unsupported Media Type
        timestamp: '2019-11-05 09:42:27.237'
        path: /factset-funds/v1/{endpoint}
        message: text/html media type is not supported. Supported media types are application/json
        subErrors: null
    generalException:
      summary: Internal Server Error - General Exception
      description: This is the most general error that can be returned to by the service. Please `Report Issue` to FactSet.
      value:
        status: Internal Server Error
        timestamp: '2019-11-01 10:36:01.944'
        path: /factset-funds/v1/{endpoint}
        message: Unexpected error
        subErrors: null
    badRequestReadTimeout:
      summary: Bad Request - Read Timeout
      description: This error may be returned if it takes more than 29 seconds to hear back from the data fetch service.
      value:
        status: Bad Request
        timestamp: '2019-11-04 16:18:38.949'
        path: /factset-funds/v1/{endpoint}
        message: The request took too long. Try again with a smaller request.
        subErrors: null
    badRequestFutureDate:
      summary: Bad Request - Future Date
      description: This error message occurs when a future date is requested in the startDate and endDate parameters. Please revise your request to include dates as of today's current date or any prior historical date.
      value:
        status: Bad Request
        timestamp: '2020-06-12 15:52:48.091'
        path: /factset-funds/v1/{endpoint}
        message: The use of future dates is not applicable in this endpoint. Please revise your request to include dates up to today's current date.
        subErrors: null
    forbidden:
      summary: Forbidden
      description: The USERNAME-SERIAL attempted to request the endpoint is not authorized to access. The request was a legal request, but the server is refusing to respond. Please reach out to FactSet Account Team for assistance with authorization.
      value:
        status: Forbidden
        timestamp: '2020-06-12 16:08:51.731'
        path: /factset-funds/v1/{endpoint}
        message: USERNAME-SERIAL does not have permission to use /factset-funds /v1/{endpoint}
        subErrors: null
    unauthenticated:
      summary: User Authentication Failed
      description: This occurs when a user is not properly authenticated or recognized by the service. Please double check the USERNAME-SERIAL and API-Key used to request and ensure you are within the IP range specified for the Key. Report Issue under 401 error for help with troubleshooting.
      value:
        status: User Authentication Failed
        timestamp: '2019-10-31 16:08:07.945'
        path: /factset-funds/v1/{endpoint}
        message: User Authentication Failed.
        subErrors: null
    badRequestMalformedJSON:
      summary: Bad Request - Malformed JSON Request
      description: This error may be returned when the request body is specified as JSON, but is not in proper JSON format.
      value:
        status: Bad Request
        timestamp: '2019-11-05 09:48:29.18'
        path: /factset-funds/v1/{endpoint}
        message: Malformed JSON Request
        subErrors: null
    badRequestRequiredParameter:
      summary: Bad Request - Required Parameter Missing
      description: This error message occurs when the request does not include the required parameters. Required parameters are indicated with a red asterisks symbol in the specification file.
      value:
        status: Bad Request
        timestamp: '2020-06-12 15:48:42.016'
        path: /factset-funds/v1/{endpoint}
        message: The parameter 'ids' is required and may not be empty.
        subErrors: null
    fundManagers:
      summary: List of Fund Managers for MABAX-US.
      description: 'The list of all associated Fund Managers for MABAX-US.

        '
      value:
        data:
        - fsymId: FNK7XP-S
          managerInceptionDate: '2014-01-01'
          managerJobId: 6721381
          managerName: Mr. Antonio DeSpirito III
          managerPhone: 1.212.810.5300
          managerTitle: Managing Director
          requestId: MABAX
        - fsymId: FNK7XP-S
          managerInceptionDate: '0001-01-01'
          managerJobId: 6256670
          managerName: Ms. Carrie E. King, MBA
          managerPhone: 1.609.282.2000
          managerTitle: Managing Director
          requestId: MABAX
        - fsymId: FNK7XP-S
          managerInceptionDate: '2016-04-01'
          managerJobId: 8659057
          managerName: Mr. David Zhao
          managerPhone: 1.609.282.2000
          managerTitle: Portfolio Manager
          requestId: MABAX
        - fsymId: FNK7XP-S
          managerInceptionDate: '2016-01-01'
          managerJobId: 8014279
          managerName: Mr. Franco Fabrizio Tapia CFA, MBA
          managerPhone: 1.212.810.5300
          managerTitle: MD, Director of Research & Portfolio Manager
          requestId: MABAX
        - fsymId: FNK7XP-S
          managerInceptionDate: '2012-01-01'
          managerJobId: 8654243
          managerName: Mr. Joseph E. Wolfe, CFA
          managerPhone: 1.609.282.2000
          managerTitle: Director
          requestId: MABAX
  parameters:
    ids:
      name: ids
      in: query
      schema:
        type: array
        items:
          type: string
        minItems: 1
        maxItems: 1000
      required: true
      explode: false
      description: 'The requested fund identifier. FactSet Identifiers, tickers, CUSIP, SEDOL, and ISIN are accepted inputs. <p>***ids limit** =  1000 per request*</p> *<p>Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may lead to exceeding this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective "POST" method.</p>*

        '
      examples:
        oneId:
          summary: One Market Identifier
          value:
          - MABAX-US
        multipleIds:
          summary: Multiple Market Identifiers
          value:
          - MABAX-US
          - FCNTX-US
  schemas:
    managers:
      title: Managers Object
      type: object
      properties:
        fsymId:
          description: FactSet Security Identifier. Six alpha-numeric characters, excluding vowels, with a -S suffix (XXXXXX-S), resolved from the requestId of the Fund requested.
          type: string
          example: FNK7XP-S
          x-fds-fql-formula: FSYM_SECURITY_PERM_ID('SECURITY')
          nullable: true
        managerName:
          description: Proper Name of the Fund Manager
          type: string
          example: Mr. Antonio DeSpirito III
          x-fds-fql-formula: FFD_AM_NAME
          nullable: true
        managerTitle:
          description: Proper Title of the Fund Manager
          type: string
          example: Managing Director
          x-fds-fql-formula: FFD_AM_TITLE
          nullable: true
        managerPhone:
          description: Phone Number of the Fund Manager
          type: string
          example: 1.212.810.5300
          x-fds-fql-formula: FFD_AM_PHONE
          nullable: true
        managerInceptionDate:
          description: Inception Date of the Fund Manager
          type: string
          format: date
          example: '2014-01-01'
          x-fds-fql-formula: FFD_AM_INCEPT_DATE
          nullable: true
        managerJobId:
          description: Job Identifier for the Fund Manager
          type: integer
          example: 6721381
          x-fds-fql-formula: FFD_AM_JOB_ID
          nullable: true
        requestId:
          description: The requested Id sent as input.
          type: string
          example: MABAX
    ids:
      type: array
      items:
        type: string
      minItems: 1
      maxItems: 1000
      description: 'The requested Fund Identifier. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input. <p>***ids limit** =  1000 per request*</p> *<p>Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may lead to exceeding this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective "POST" method.</p>*

        '
      example:
      - MABAX
      - FCNTX
    managersResponse:
      type: object
      title: Managers Response
      properties:
        data:
          description: Array of Managers Objects
          type: array
          items:
            $ref: '#/components/schemas/managers'
          example: []
    errorResponse:
      type: object
      title: Error Response
      properties:
        status:
          description: status
          type: string
          example: Bad Request
        timestamp:
          description: timestamp in YYYY-MM-DD HH:MM:SS.SSS
          type: string
          example: '2019-11-01 11:09:41.918'
          format: date-time
        path:
          description: The Endpoint path {package}/version/{endpoint}
          type: string
          example: /factset-funds/v1/superRegion
        message:
          description: The plain text error message
          type: string
          example: Validation Error
        subErrors:
          description: subErrors related to the error message. Null if not applicable.
          type: object
          properties:
            object:
              description: the operation ID
              type: string
            field:
              description: Parameter Field Name
              type: string
            message:
              description: Error message
              type: string
            rejectedValue:
              description: Rejected Values in an Array
              type: array
              items:
                type: string
          example: example_value
    managersRequest:
      title: Managers Request Body
      description: Managers Request Body
      type: object
      properties:
        ids:
          $ref: '#/components/schemas/ids'
      required:
      - ids
    FileManagerAudit:
      type: array
      items:
        type: object
        properties:
          username:
            type: string
            description: The FactSet username associated with the file paths.
          paths:
            type: object
            description: Object containing all file paths and their associated attributes.
            additionalProperties:
              type: array
              description: A file path and its associated attributes.
              items:
                type: object
                description: Attributes of the file.
                properties:
                  entity:
                    type: object
                    description: The entity associated with the file's attributes.
                    properties:
                      name:
                        type: string
                        description: The name of the entity.
                      type:
                        type: string
                        description: The type of the entity.
                    required:
                    - name
                    - type
                  permissions:
                    type: object
                    description: Object describing the permissions the associated entity has regarding the associated file.
                    properties:
                      read:
                        type: boolean
                        description: Whether the associated entity has permission to read the associated file.
                      write:
                        type: boolean
                        description: Whether the associated entity has permission to write the associated file.
                      maintain:
                        type: boolean
                        description: Whether the associated entity has permission to maintain the associated file.
                    required:
                    - read
                    - write
                    - maintain
                  permission-override:
                    type: object
                    properties:
                      read:
                        type: boolean
                      write:
                        type: boolean
                      maintain:
                        type: boolean
                    required:
                    - read
                    - write
                    - maintain
                  inheritance-distance:
                    type: integer
                required:
                - entity
                - permissions
        required:
        - username
        - paths
      example:
      - username: fds_demo_va_sc
        paths:
          /sc/fds_demo_va_sc/:
          - entity:
              name: fds_demo_eur:245600
              type: user
            permissions:
              read: true
              write: true
              maintain: true
            permission-overrides:
              read: true
              write: true
              maintain: true
            inheritance-distance: 0
  responses:
    '401':
      description: Unauthenticated USERNAME-SERIAL. Ensure you are logged in and have successfully generated an API KEY for the IP range you are connecting from. For more help, select the **Report Issue** in the top right corner of this Developer Portal specification card and choose Connectivity 401 or 403 Responses.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/errorResponse'
          examples:
            Bad Request - Date Format:
              $ref: '#/components/examples/unauthenticated'
    '415':
      description: Unsupported Media Type. This error may be returned when the caller sends a resource in a format that is not accepted by the server. This can be fixed by ensuring that Content-Type header is set to the correct value. In this instance, "application/json" would be the appropriate value.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/errorResponse'
          examples:
            Bad Request - Date Format:
              $ref: '#/components/examples/unsupportedMediaType'
    '403':
      description: The USERNAME-SERIAL attempted to request the endpoint is not authorized to access. The request was a legal request, but the server is refusing to respond. Please reach out to FactSet Account Team for assistance with authorization.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/errorResponse'
          examples:
            Bad Request - Date Format:
              $ref: '#/components/examples/forbidden'
    fileManagerAuditSuccess:
      description: Success.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/FileManagerAudit'
    internalServerError:
      description: Internal server error.
      content:
        application/scim+json:
          schema:
            $ref: '#/components/schemas/Error'
    '500':
      description: Internal Server Error.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/errorResponse'
          examples:
            Internal Server Error - Not Writable:
              $ref: '#/components/examples/notWritable'
            Internal Server Error - General Exception:
              $ref: '#/components/examples/generalException'
    '400':
      description: Bad Request. This can occur for several reasons. Please review the "message" for more details.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/errorResponse'
          examples:
            Bad Request - Date Format:
              $ref: '#/components/examples/badRequestDateFormat'
            Bad Request - Missing Required Parameter:
              $ref: '#/components/examples/badRequestRequiredParameter'
            Bad Request - Future Date:
              $ref: '#/components/examples/badRequestFutureDate'
            Bad Request - Invalid Parameter:
              $ref: '#/components/examples/badRequestInvalidParameters'
            Bad Request - Malformed JSON:
              $ref: '#/components/examples/badRequestMalformedJSON'
            Bad Request - Read Timeout:
              $ref: '#/components/examples/badRequestReadTimeout'
  securitySchemes:
    basicAuth:
      type: http
      scheme: basic
externalDocs:
  url: https://developer.factset.com/api-catalog/analytics-datastore-api
  description: API Documentation