Factset Orbit API

openapi: 3.2.0
info:
  title: Factset Open:FactSet - Partners Orbit API
  description: This service provides the capability to search and download unstructured content provided by <a href="https://open.factset.com/catalog/en-us">Open:FactSet Partners</a>.
  version: 2.0.0
  contact:
    name: FactSet Research Systems
    email: api@factset.com
    url: https://developer.factset.com/contact
  license:
    name: Apache License, Version 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0
servers:
- url: https://api.factset.com/bulk-documents/ofm/v2
security:
- FactSetApiKey: []
- FactSetOAuth2: []
tags:
- name: Orbit
  description: '<a href=https://go.factset.com/marketplace/catalog/product/china-a-shares-transcripts>Orbit</a> API covers full universe of almost 4,800 companies since the early 2000''s. Content covers 3 types, both in Chinese and English: 1) Earning Call Transcripts 2) Public disclosures on broker onsite research 3) Executive official responses on online platforms.

    '
paths:
  /orbit/transcripts/daily:
    get:
      tags:
      - Orbit
      summary: Returns the daily files from Open:FactSet Partner - Orbit.
      operationId: getChineseTranscriptsDaily
      description: Returns the daily files from Open:FactSet Partner - Orbit.
      parameters:
      - $ref: '#/components/parameters/_sort'
      - $ref: '#/components/parameters/_paginationLimit'
      - $ref: '#/components/parameters/_paginationOffset'
      - $ref: '#/components/parameters/startDateOrbit'
      - $ref: '#/components/parameters/endDateOrbit'
      - $ref: '#/components/parameters/stockCode'
      - $ref: '#/components/parameters/fileName'
      - $ref: '#/components/parameters/title'
      responses:
        '200':
          description: Download link & metadata for Orbit data.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/orbitResponse'
              examples:
                default200ResponseExample:
                  $ref: '#/components/examples/sampleOrbitResponse'
        '400':
          description: Bad request.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AuthStatus'
              examples:
                default400ResponseExample:
                  $ref: '#/components/examples/ErrorDetails'
        '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/AuthStatus'
              examples:
                default401ResponseExample:
                  $ref: '#/components/examples/AuthErrorDetails'
        '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/AuthStatus'
              examples:
                default403ResponseExample:
                  $ref: '#/components/examples/AuthorizationErrorDetails'
        '500':
          description: Internal Server Error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AuthStatus'
              examples:
                default500ResponseExample:
                  $ref: '#/components/examples/serverErrorDetails'
  /orbit/transcripts/history:
    get:
      tags:
      - Orbit
      summary: Returns the history files from Open:FactSet Partner - Orbit
      operationId: getChineseTranscriptsHistory
      description: 'Returns the historical files from February 28th, 2005 to current date. '
      parameters:
      - $ref: '#/components/parameters/_paginationLimit'
      - $ref: '#/components/parameters/_paginationOffset'
      - $ref: '#/components/parameters/fileName'
      responses:
        '200':
          description: Download link & metadata for Orbit data.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/orbithistoryResponse'
              examples:
                default200ResponseExample:
                  $ref: '#/components/examples/sampleOrbitHistoryResponse'
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AuthStatus'
              examples:
                default400ResponseExample:
                  $ref: '#/components/examples/ErrorDetails'
        '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/AuthStatus'
              examples:
                default401ResponseExample:
                  $ref: '#/components/examples/AuthErrorDetails'
        '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/AuthStatus'
              examples:
                default403ResponseExample:
                  $ref: '#/components/examples/AuthorizationErrorDetails'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AuthStatus'
              examples:
                default500ResponseExample:
                  $ref: '#/components/examples/serverErrorDetails'
components:
  examples:
    ErrorDetails:
      summary: sample error response
      value:
        errors:
        - code: Bad Request
          title: parameterError:['_paginationLimit'] is not a valid parameter(s)
          id: 7af3d86ca5954503b9244f2620fcf5eb
    serverErrorDetails:
      summary: sample error response
      value:
        errors:
        - code: Internal server error
          title: An unexpected error happened
          id: 7af3d86ca5954503b9244f2620fcf5eb
    sampleOrbitResponse:
      summary: Sample Response
      value:
        data:
        - stockCode: '601236'
          eventStartDateTime: '2020-08-05T14:47:29Z'
          eventEndDateTime: '2020-08-05T08:47:29Z'
          typesOfInvestorRelationsActivities: brd
          transcriptUniqueId: d934bc7c-d81a-31ac-9fb2-aab33576ee8f
          uploadTime: '2020-08-12T03:54:57Z'
          title: 'Huafeng spandex: record of investor relations activities of Zhejiang Huafeng spandex Co., Ltd'
          exchangeCode: XSHE
          versionId: 1
          fileName: 002064-d934bc7c-d81a-31ac-9fb2-aab33576ee8f-en-2020080522.json
          fileTimestamp: '2020-08-05T22:00:00Z'
          updateTimestamp: '2020-08-24T06:52:02Z'
          url: https://fdss3-unstructured-data-delivery-orbit.s3.amazonaws.com/2020/08/002137-a54c077f-b6bf-3adc-b8bd-5b1916a4afe0-ch-2020080518.json?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIA4NAFRGHDB4T2AAGA%2F20200826%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20200826T070219Z&X-Amz-Expires=600&X-Amz-SignedHeaders=host&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEOf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJGMEQCIHjFdEYooDJ49iNGzEXM6bfDH5%2FhGu2ENWdfc0VGJ0UZAiBUokGCU%2BU0FM1mSHXoPb5BFYqY2HOt%2FNZOJ2Hgfg4IqyrSAQjQ%2F%2F%2F%2F%2F%2F%2F%2F%2F%2F8BEAAaDDg1MjU2MjYyMDg3MCIMUyM10oEUavPMlRRCKqYBdMSLi6yZzjRSwDpWDxeBR%2Fcy2zm1bZECZpHbcB15qiVNRRFWD8qkVHW4fLzvCsEH%2BG49Lnh0Y6BvZtLPWQcNIqX6cXAuaiWCqU2C6LEjFnQEC5M4z45lFBCkkMZpAyhziGT7mfb4kt06z3eqfiOSS1fY1yJbNZ7j2A33QqZj84zOCCLfocHYfrO%2FFLyIkvWJfpnWOVGuNkFzq5JqyIiVL9xDSpEf9jD6kJj6BTrhAZ8b0VUvskzU4sdzszImy03%2Bsb2sF6pEAp8pH2M0uhxPUZLvPssXIrfP6We9Offfnj%2FJplU850N2tj88%2BeZXeDPCNLJLSWNvQePsBCVCZRNQNHCqTA6KMAlZ6qVhcwe4lklw7sWKZgfbo7DoHimgPhv8MqKv8sbBwAh%2B8A1pcGP5QKnsvEqj69nFICs0JbC7voAZRMdl7lUZ0yi03LElFGQAWjpSlMiqj%2Bh6gSwAPuc2uzKECGuRW%2B8UO4O6AMZn%2BGtDifMZI729GqwgdoPfM3%2BSiUV8vlslgZ2ebaPhr3oYRw%3D%3D&X-Amz-Signature=a25b4ceffd67dc38d9021d9f3346f60bcb07501205484ec92c15a523839fbeaf
        meta:
          pagination:
            total: 4730
            isEstimatedTotal: false
    sampleOrbitHistoryResponse:
      summary: Sample Response
      value:
        data:
        - fileName: 2020_02.tar.gz
          fileSize: 228331
          url: https://fdss3-unstructured-data-delivery-orbit-v2-prod.s3.amazonaws.com/archive/2020_03.tar.gz?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIA6B6XG7VEXROQV7QX%2F20220307%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20220307T125658Z&X-Amz-Expires=1800&X-Amz-SignedHeaders=host&X-Amz-Security-Token=IQoJb3JpZ2luX2VjED0aCXVzLWVhc3QtMSJHMEUCIAFtVRo9geiTlmJhMYKRm6ib0FV87h7w58OD8BZ6KAfMAiEAwGjtb4h4FN%2BzcelveEVPYi2nKOya8%2FcmsQ%2BVkPT3CpkqmwIIpv%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARABGgw5NjYyODIxMTY0MjUiDNIC4BziKIboJ5JbXyrvAZyq%2FfQ9T6b6YBBwjmkQwN0cZkIAlbaMARS1bRK8myFICyLqUQfR0p5rWy%2FNGNsXQfHpKPK2v1Pa4Fbwef3dXEGISTeOr4uTFv6zXdA%2BB3gxFB7PPIiFNEuClf3%2FErpeJj1PAJwlzWXH1M0XxR4S%2FtlSwxdXN3F48zxr2YfBl3nWtjPW7Bg%2FTLSlQLWHMd7a5JRheVsJ2eEei7V5FLXN3c3Sp%2BRVX7TSzVgiGq8hzy5VkKhUI0onlvgA4HgAqvZZiJGa%2BjgxMcfkHOfjZiD5JO0U5yIsUayKRsJLqF69q2aaKi9ht3zav2%2BIU17h5rOHMJiCmJEGOpoBkYiceR6PceySRwrB%2F6HEfOC%2Fw4tibsVVvvXEKtluftgqxFfXVr6XQ%2B%2BO%2FwkP3TI7ty1D%2BMN9ia0bxRr6flrviBmZ%2BMr2zbgGZQ8fuHeQS0VTK%2BD9flFTYST%2F6TtN90r21BTI1JQ58kFtBZ3zPDvB1TWenv1DylogGfjAjreNQiQEUTnlU2C%2BsOYx6KVarBLVfrchUkgPcSTCmg%3D%3D&X-Amz-Signature=055c05b0bdf84426eb501089b924cf0683b19c0dba00c7201c802f257259219b
        meta:
          pagination:
            total: 206
            isEstimatedTotal: false
    AuthorizationErrorDetails:
      summary: sample error response
      value:
        errors:
        - code: Forbidden
          title: USERNAME-SERIAL does not have permission
          id: 7af3d86ca5954503b9244f2620fcf5eb
    AuthErrorDetails:
      summary: sample error response
      value:
        errors:
        - code: Not Authenticated
          title: Unauthenticated USERNAME-SERIAL
          id: fd5a51ff-02cf-48ec-b9b1-913d64863b0
  parameters:
    _paginationLimit:
      name: _paginationLimit
      in: query
      description: Specifies the maximum number of results to return per result.
      required: false
      schema:
        type: integer
        maximum: 500
        minimum: 1
        default: 20
    _sort:
      name: _sort
      in: query
      description: Enables to get the data in ascending or descending order based on startTime. Results are in reverse chronological order if this parameter is not used.
      required: false
      schema:
        type: string
        enum:
        - startDate
        - -startDate
        default: -startDate
    _paginationOffset:
      name: _paginationOffset
      in: query
      description: Specifies the starting point for pagination. This parameter is used to identify the beginning of next set of results. Using this parameter can fetch maximum of first 10000 records.
      required: false
      schema:
        type: integer
        minimum: 0
        default: 0
    fileName:
      name: fileName
      in: query
      description: This parameter is used to filters the results based on file name.
      required: false
      schema:
        type: string
    endDateOrbit:
      name: endDate
      in: query
      description: The latest date of the Orbit file the API should fetching for based on fileTimestamp.
      required: false
      schema:
        type: string
        format: date
      example: '2021-10-08'
    title:
      name: title
      in: query
      description: This parameter is used to filter the results based on the headline of the transcript.
      required: false
      schema:
        type: string
      example: 投资者关系活动记录表2022-001
    startDateOrbit:
      name: startDate
      in: query
      description: The earliest date of the Orbit file the API should fetching for based on fileTimestamp.
      required: false
      schema:
        type: string
        format: date
      example: '2021-09-01'
    stockCode:
      name: stockCode
      in: query
      description: 'The company/ticker which is associated with the transcript. Please submit a question via Issue Tracker under the Open:FactSet - Partner Communication to get the required list of tickers.

        '
      required: false
      schema:
        type: string
      example: '601236'
  schemas:
    OrbitFiles:
      type: object
      title: Orbit Object
      description: Returns Orbit Response.
      properties:
        stockCode:
          description: 'The company/ticker which is associated with the transcript. Please submit a question via Issue Tracker under the Open:FactSet - Partner Communication to get the required list of tickers.

            '
          type: string
          example: '601236'
        eventStartDateTime:
          description: The timestamp when latest version of the call was published at the source.
          type: string
          format: date-time
          example: '2022-04-26 07:00:00'
        eventEndDateTime:
          description: The timestamp when the file is last updated.
          type: string
          format: date-time
          example: '2022-04-26 08:30:00'
        typesOfInvestorRelationsActivities:
          description: Specifies the type of the call.
          type: string
          example: ecm
        transcriptUniqueId:
          description: Unique identifier for the transcript
          type: string
          example: 195227c3-0806-3791-84f8-95812edcea51
        uploadTime:
          description: The timestamp when the transcript was last uploaded.
          type: string
          format: date-time
          example: '2022-10-16 10:17:16'
        title:
          description: The headline of the transcript.
          type: string
          example: 投资者关系活动记录表2022-001
        exchangeCode:
          description: Exchange Code
          type: string
          example: XSHG
        versionId:
          description: Helpful to distinguish corrected reports.
          type: integer
          example: 1
        fileName:
          description: The filename of the transcript.
          type: string
          example: 601236-195227c3-0806-3791-84f8-95812edcea51-ch-2022101619.json
        fileTimestamp:
          description: The time when file is available for ingestion at the source.
          type: string
          format: date-time
          example: '2022-10-16 19:00:00'
        updateTimestamp:
          description: The time when file is processed.
          type: string
          format: date-time
          example: '2022-10-16 19:00:40'
        fileSize:
          description: Defines the size of the file.
          type: integer
          example: 12744
        url:
          description: Download link for the transcripts provided by the Orbit feed.
          type: string
          example: https://fdss3-unstructured-data-delivery-orbit-v2-prod.s3.amazonaws.com/2022/10/601236-195227c3-0806-3791-84f8-95812edcea51-ch-2022101619.json?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIA6B6XG7VEYODKETS6%2F20221017%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20221017T141632Z&X-Amz-Expires=1800&X-Amz-SignedHeaders=host&X-Amz-Security-Token=IQoJb3JpZ2luX2VjED0aCXVzLWVhc3QtMSJIMEYCIQDzGmRWCkwvfl8WKsZ3rektfXyQa551ht8wkggj29qufwIhALaFsXrpyISV%2B6A3hASCdStEUtlzUEaBL9Bs0%2BSP3wUaKu4CCBYQARoMOTY2MjgyMTE2NDI1IgxkKPBJ4cINLlvTEkIqywKmD%2BMhpGDpCzI8LfS13Rvs%2FnCQ5S5khGdpMUk8j0kQ4%2F6xoX7SYyXjkn8VFk2OSJkfPpu6XBADJ3H6BmuJvAM5ovraQqQXjx8iuB7LPgYAHoIJNvZDivb8HV%2BmBSwbEoOyCIslX%2FFrlYNU6KmfpvKUZqJRPmpSVdb%2F2%2BwG6rw3WHO6qBxWjwPga2b9U7DvU0LCke0myB8cRhdimWuONNendFNuwm9KnvhrUbszsLT4dIxufiYQarCqQvx0FuMG21%2FPTKWXbpvHbSSG663qqBi2xYmIP%2BmvQ9JvZMkWN%2FOtVhkDqT8YcyaaLshDVv0xDvzdsP6h4YYjDohaABooNIuP1OVJ9fzzUe4F4ZlP5eZDAKKCPOU%2FfG9UitWHxm3feQDe460sVVbiGow7is85fhQsoeHQEfqqLifPXwxo2s72bwaxd2ZJOTYh7ra7MJeTtZoGOp0BJqQMDoOIol1WSTKBI02ne6rUGKfvR6ksj%2BjEQR9OURvMj843tnJketh6IUBNG%2Be0q7Y0YcV2AAKj1Q7nloa%2B6LoRFOyvKwy4SAfNh%2F1KGM8%2F%2FitZfxzOAwI%2BtlEPKuHWL3OWAyusy6VSXaw4PYtJrS9lual9O%2Brz3kK2au4JZnkeZH3KJsIefE4tJ2GcL%2FT3IOt7htI%2BGRZZDGNCHQ%3D%3D&X-Amz-Signature=7272242c3ec00491e43f6e20b39a65050599c033539c3ca8d8aeb2c9565d7ad1
    errorExample:
      type: object
      description: Specifies the fields in the error message
      properties:
        code:
          description: It specifies the unique code
          type: string
        title:
          description: ' Specifies the error message'
          type: string
        id:
          description: Specifies the id
          type: string
    pagination:
      title: PaginationItems
      description: List of pagination objects
      type: object
      properties:
        total:
          description: Total number of files the API returns for a particular query.
          type: integer
        isEstimatedTotal:
          description: Boolean value that represents whether the total count of files returned is exact or an estimate. This is defaulted to “False” as the API should always return the exact count.
          type: boolean
    AuthStatus:
      type: object
      description: specifies the error message fields in the response
      properties:
        errors:
          type: array
          description: An array containing errors
          items:
            $ref: '#/components/schemas/errorExample'
    orbitResponse:
      type: object
      title: Orbit Response.
      description: Returns Orbit Response.
      properties:
        data:
          type: array
          description: Returns Orbit Response.
          items:
            $ref: '#/components/schemas/OrbitFiles'
        meta:
          $ref: '#/components/schemas/meta'
    orbithistoryResponse:
      type: object
      title: Orbit History Response
      description: Returns History Response
      properties:
        data:
          type: array
          description: Returns History Response
          items:
            $ref: '#/components/schemas/OrbitHistoryFiles'
        meta:
          $ref: '#/components/schemas/meta'
    meta:
      title: Meta
      description: Array of metadata objects.
      type: object
      properties:
        pagination:
          $ref: '#/components/schemas/pagination'
    OrbitHistoryFiles:
      type: object
      title: ' Orbit History Object'
      description: Returns History Response
      properties:
        fileSize:
          description: Defines the size of the file.
          type: integer
          example: 210
        fileName:
          description: The filename of the folder.
          type: string
          example: 2022_03.tar.gz
        url:
          description: Download link for the transcripts provided by the Orbit feed.
          type: string
          example: https://fdss3-unstructured-data-delivery-orbit-v2-prod.s3.amazonaws.com/archive/2022_03.tar.gz?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIA6B6XG7VEZIG27C5D%2F20221017%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20221017T140425Z&X-Amz-Expires=1800&X-Amz-SignedHeaders=host&X-Amz-Security-Token=IQoJb3JpZ2luX2VjED8aCXVzLWVhc3QtMSJIMEYCIQCpnwubbmWR8h7DcyR36f7shl8rj%2BaUM8MCfTtJDz3K7gIhALvaP4DrYVJWwYI5uXlNVX0e7jFh0SDYH58NiUUuWjHZKu4CCBcQARoMOTY2MjgyMTE2NDI1IgwrEfRv2XcQccTycTUqywKK1VtBszZfOTixyF3D3wV2DGa3fJ5dtwSx%2BrhM0TBuhY%2BRzq9DsIdtLJ17odg8tmvpqsnBOIeMp9vgGAq5Y3%2BsVOav1t4iZDFZ%2FvfZNi0TKFPLHrl9I4fDzm2dJ%2FjXg9g07vsguyCAWBr6PvFEjnhvl5Mcpr9%2FcyFKULxQMQp6s%2F39zXmlhdkRNd6nZILBJH7COOd5eGlSm7UQMnmYTg3yJdHHWQ21WdpNy62KxuPs6O6oeVv1FNnL3pJuUYnqv%2BTvSqJlUuxXeathGiuQq9fpy3qahOE%2FnWxMzGuC9zibpj0e7TGDVPmZwf7RZBFNDcFI50cTtR6uRKv1m6zfhty%2BBbjqoqvX3ydqTTpROd%2FEsS4FXaQzXB5dz89YWjie9RM9JTU3fhzDrWoBOi0j%2F12yBtQ37qG%2F4NZeorxhMM%2BgueFQYV9rHNiy7XIBMObBtZoGOp0B9oNulnAKurGgAPZRKysBzw7RsskO19KoaHt2WScN1q4tt8P4SyZ9oTSD9JN%2FbZGpXQggk9HIUHAMeYk14trAyzoojXUFM6GpleF0dPX6qRBRXhkY0KuwZBT1TL6fBH828NWorWRGHSag%2FOnYAwbijOziNmbpnZ2MyhXE8OnyQu9ucFpUXP3Ie%2FqnObzyVIULXRY%2B6yXbRmrxZj46vA%3D%3D&X-Amz-Signature=b7437199bca7bd53d5467abcdb3961cee2ecee10e922644c19fdd9f629293513
  securitySchemes:
    FactSetOAuth2:
      type: oauth2
      flows:
        clientCredentials:
          tokenUrl: https://auth.factset.com/as/token.oauth2
          scopes: {}
    FactSetApiKey:
      type: http
      scheme: basic
externalDocs:
  description: API Documentation
  url: https://developer.factset.com/api-catalog/openfactset-partners-documents