Factset

Factset Runs API

These endpoints refer to specific runs for a PRB job

Documentation GitHub OpenAPI

Operations 2

POST /runs Factset Trigger Prb Jobs #

GET /runs/{id}/status Factset Check the Status for a Particular Run Id #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Factset Runs API
  version: 0.3.0
  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
  description: 'Operations tagged Runs across 2 of this provider''s published API definitions: factset-portfolio-reporting-batcher-api-openapi.yml, portfolio-reporting-batcher-openapi-original.yml. Each path carries the servers of the definition it was published in.'
servers:
- url: https://api.factset.com/analytics/prb/v0
security:
- FactSetApiKey: []
- FactSetOAuth2: []
tags:
- name: Runs
  description: These endpoints refer to specific runs for a PRB job
paths:
  /runs:
    post:
      summary: Factset Trigger Prb Jobs
      operationId: startJobRun
      responses:
        '202':
          description: Expected response, the job has been accepted, please use /runs/{id}/status to poll status and check progress
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/startJobRunResponse'
              examples:
                ADF:
                  value:
                    data:
                      jobName: adf_multi_date
                      jobType: ADF
                      id: '123456'
                      status: queued
          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'
      description: Use this endpoint with with POST method to trigger PRB jobs.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/startJobRoot'
            examples:
              ADF:
                value:
                  data:
                    jobType: ADF
                    jobName: adf_multi_date
                    overrides:
                      dates:
                        start: '2023-11-10'
                        end: '2023-12-10'
                      frequency: daily
                      calendar: sevenDay
                      runAsSerialNumber: '894550'
              PA:
                value:
                  data:
                    jobType: PA
                    jobName: pa_multi_date
                    overrides:
                      tasks:
                      - task_1
                      - task_2
                      runAsSerialNumber: '894550'
              PD:
                value:
                  data:
                    jobType: PD
                    jobName: my_pd_job
              PI:
                value:
                  data:
                    jobType: PI
                    jobName: my_pi_job
                    overrides:
                      runAsSerialNumber: '894550'
              PUB:
                value:
                  data:
                    jobType: PUB
                    jobName: pub_run_daily
                    overrides:
                      runAsOfDate: '2023-02-05'
                      runAsSerialNumber: '894550'
              Vault (No Overrides):
                value:
                  data:
                    jobType: vault
                    jobName: vault_multi_date
              Vault (With Overrides):
                value:
                  data:
                    jobType: vault
                    jobName: vault_multi_date
                    overrides:
                      combinations:
                      - accounts:
                        - CLIENT:/FPS/VAULTED_RETURNS/7DAYS_VLT.ACCT
                        - CLIENT:/FPS/VAULTED_RETURNS/1MONTH.ACCT
                        dates:
                        - '2022-12-24'
                        - '2022-12-23'
        description: The main object in the request body contains details for the job to be triggered. The "name" and "type" fields will uniquely identify the job and both must be provided. Other fields can be provided depending on the job's type.
      tags:
      - Runs
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    servers:
    - url: https://api.factset.com/analytics/prb/v0
  /runs/{id}/status:
    parameters:
    - schema:
        type: string
        example: '1013456'
      name: id
      in: path
      required: true
      description: run id
    get:
      summary: Factset Check the Status for a Particular Run Id
      tags:
      - Runs
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/idStatus'
              examples:
                ADF (With Overrides):
                  value:
                    data:
                      status: queued
                      prbStatus: pending
                      statusDescription: string
                      inputs:
                        jobName: my_adf_job
                        jobType: ADF
                        overrides:
                          dates:
                            start: '2023-12-25'
                            end: '2023-12-27'
                          frequency: daily
                          calendar: sevenDay
                          runAsSerialNumber: '894550'
                      id: '34578'
                PA (With Overrides):
                  value:
                    data:
                      status: executing
                      prbStatus: running
                      statusDescription: string
                      inputs:
                        jobName: my_pa_job
                        jobType: PA
                        overrides:
                          tasks:
                          - task_1
                          - task_2
                          runAsSerialNumber: '894550'
                      id: '123456'
                PD (With Overrides):
                  value:
                    data:
                      status: executing
                      prbStatus: running
                      statusDescription: string
                      inputs:
                        jobName: my_pd_job
                        jobType: PD
                        overrides:
                          runAsSerialNumber: '894550'
                      id: '78904'
                PI:
                  value:
                    data:
                      status: queued
                      prbStatus: pending
                      statusDescription: string
                      inputs:
                        jobName: my_pi_job
                        jobType: PI
                      id: '78904'
                PUB (With Overrides):
                  value:
                    data:
                      status: queued
                      prbStatus: pending
                      statusDescription: string
                      inputs:
                        jobName: my_pub_job
                        jobType: PUB
                        overrides:
                          runAsOfDate: '2023-02-05'
                      id: '3456789'
                Vault (No Overrides):
                  value:
                    data:
                      inputs:
                        jobName: my_vault_job
                        jobType: vault
                      status: created
                      prbStatus: success
                      statusDescription: job has completed with success
                      id: '123456'
                Vault (With Overrides):
                  value:
                    data:
                      inputs:
                        jobName: my_vault_job
                        jobType: vault
                        overrides:
                          combinations:
                          - accounts:
                            - CLIENT:/FPS/VAULTED_RETURNS/7DAYS_VLT.ACCT
                            - CLIENT:/FPS/VAULTED_RETURNS/1MONTH.ACCT
                            dates:
                            - '2022-12-24'
                            - '2022-12-23'
                          runAsSerialNumber: '894550'
                      status: created
                      prbStatus: success
                      statusDescription: job has completed with success
                      id: '123456'
          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'
        '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'
        '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: checkRunStatus
      parameters: []
      description: Use this endpoint to check the status of a run using the id from the POST /runs endpoint
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    servers:
    - url: https://api.factset.com/analytics/prb/v0
components:
  schemas:
    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
    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
    statusDescription:
      description: Further details on the job's status
      example: job has completed with success
      title: statusDescription
      type: string
      maxLength: 500
    idStatus:
      description: Details about the instance of the job run specified via id wrapped in a data object
      properties:
        data:
          description: Details about the instance of the job run specified via id
          properties:
            id:
              description: The run ID
              type: string
            inputs:
              $ref: '#/components/schemas/startJob'
            prbStatus:
              $ref: '#/components/schemas/prbStatus'
            status:
              $ref: '#/components/schemas/status'
            statusDescription:
              $ref: '#/components/schemas/statusDescription'
          type: object
          example: example_value
      type: object
    status:
      description: The status of the job as per FactSets API standards
      enum:
      - cancelled
      - created
      - executing
      - failed
      - queued
      example: queued
      title: status
      type: string
    frequency:
      default: daily
      description: Used for ADF job types only. Will determine the frequency between the start and end dates.
      enum:
      - daily
      - monthly
      - weekly
      type: string
    jobOverrides:
      description: If this object is provided, the settings given here will override the default settings of the job for the job run (settings will only be used temporarily and no changes will be made to the default PRB job). Only certain objects can be used for certain job types.
      properties:
        calendar:
          $ref: '#/components/schemas/calendar'
        combinations:
          description: An array of date account combinations
          items:
            $ref: '#/components/schemas/jobOverridesCombinationsRoot'
          type: array
          example: []
        dates:
          description: Used only for jobs where type is ADF. If using dates override, please provide both start date and end date.
          properties:
            end:
              description: The end date in format YYYY-MM-DD
              format: date
              type: string
            start:
              description: The start date in format YYYY-MM-DD
              format: date
              type: string
          type: object
          example: example_value
        frequency:
          $ref: '#/components/schemas/frequency'
        runAsOfDate:
          description: PUB
          format: date
          type: string
          example: '2026-01-15'
        runAsSerialNumber:
          description: The FactSet serial number which has the credentials wanted to run the job
          type: string
          example: example_value
        tasks:
          description: Used only for jobs where type is PA
          items:
            type: string
          type: array
          example: []
      type: object
    startJob:
      description: Details required to start a job
      example:
        jobName: my_pa_job
        overrides:
          runAsSerialNumber: '123456'
          tasks:
          - my_task_1
        jobType: PA
      properties:
        jobName:
          description: The name of the PRB job
          type: string
          example: example_value
        overrides:
          $ref: '#/components/schemas/jobOverrides'
        jobType:
          $ref: '#/components/schemas/jobTypes'
      required:
      - jobName
      - jobType
      title: startJob
      type: object
    calendar:
      default: fiveDay
      description: Used for ADF jobs only
      enum:
      - fiveDay
      - sevenDay
      example: fiveDay
      title: calendar
      type: string
    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
    clientErrorResponse:
      description: The response schema for reporting errors
      properties:
        errors:
          description: List of errors
          items:
            $ref: '#/components/schemas/error'
          type: array
          example: []
      type: object
    jobOverridesCombinationsRoot:
      description: Used for Vault job type only. This creates a matrix of given accounts and dates. When the job is run, it will only run for the accounts and dates within this object. (Settings will only be used temporarily and no changes will be made to the default PRB job.)
      properties:
        accounts:
          description: An array of accounts
          items:
            type: string
          type: array
          example: []
        dates:
          description: An array of dates
          items:
            format: date
            type: string
          type: array
          example: []
      type: object
    startJobRoot:
      description: Details required to start the job wrapped in a data object
      properties:
        data:
          $ref: '#/components/schemas/startJob'
      type: object
    startJobRunResponse:
      description: Gives details about the run which was requested wrapped in a data object
      properties:
        data:
          description: The main object within the startJobRunResponse schema
          properties:
            id:
              description: The run ID for the job that has been triggered which is used in the /runs/{id}/status endpoint
              type: string
            jobName:
              description: Name of the job
              type: string
              maxLength: 29
            status:
              $ref: '#/components/schemas/status'
            jobType:
              $ref: '#/components/schemas/jobTypes'
          required:
          - id
          - jobName
          - status
          - jobType
          type: object
          example: example_value
      required:
      - data
      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
    idStatus_2:
      description: Details about the instance of the job run specified via id wrapped in a data object
      properties:
        data:
          description: Details about the instance of the job run specified via id
          properties:
            id:
              description: The run ID
              type: string
            inputs:
              $ref: '#/components/schemas/startJob_2'
            prbStatus:
              $ref: '#/components/schemas/prbStatus'
            status:
              $ref: '#/components/schemas/status'
            statusDescription:
              $ref: '#/components/schemas/statusDescription'
          type: object
      type: object
    jobOverrides_2:
      description: If this object is provided, the settings given here will override the default settings of the job for the job run (settings will only be used temporarily and no changes will be made to the default PRB job). Only certain objects can be used for certain job types.
      properties:
        calendar:
          $ref: '#/components/schemas/calendar'
        combinations:
          description: An array of date account combinations
          items:
            $ref: '#/components/schemas/jobOverridesCombinationsRoot_2'
          type: array
        dates:
          description: Used only for jobs where type is ADF. If using dates override, please provide both start date and end date.
          properties:
            end:
              description: The end date in format YYYY-MM-DD
              format: date
              type: string
            start:
              description: The start date in format YYYY-MM-DD
              format: date
              type: string
          type: object
        frequency:
          $ref: '#/components/schemas/frequency'
        runAsOfDate:
          description: PUB
          format: date
          type: string
        runAsSerialNumber:
          description: The FactSet serial number which has the credentials wanted to run the job
          type: string
        tasks:
          description: Used only for jobs where type is PA
          items:
            type: string
          type: array
      type: object
    startJob_2:
      description: Details required to start a job
      example:
        jobName: my_pa_job
        overrides:
          runAsSerialNumber: '123456'
          tasks:
          - my_task_1
        jobType: PA
      properties:
        jobName:
          description: The name of the PRB job
          type: string
        overrides:
          $ref: '#/components/schemas/jobOverrides_2'
        jobType:
          $ref: '#/components/schemas/jobTypes'
      required:
      - jobName
      - jobType
      title: startJob
      type: object
    errorSource_2:
      description: The pointer and parameter of the error
      properties:
        parameter:
          description: Indicates which path or URI query parameter caused the error
          type: string
        pointer:
          description: Pointer to the associated entity in the request body
          type: string
      type: object
    clientErrorResponse_2:
      description: The response schema for reporting errors
      properties:
        errors:
          description: List of errors
          items:
            $ref: '#/components/schemas/error_2'
          type: array
      type: object
    jobOverridesCombinationsRoot_2:
      description: Used for Vault job type only. This creates a matrix of given accounts and dates. When the job is run, it will only run for the accounts and dates within this object. (Settings will only be used temporarily and no changes will be made to the default PRB job.)
      properties:
        accounts:
          description: An array of accounts
          items:
            type: string
          type: array
        dates:
          description: An array of dates
          items:
            format: date
            type: string
          type: array
      type: object
    startJobRunResponse_2:
      description: Gives details about the run which was requested wrapped in a data object
      properties:
        data:
          description: The main object within the startJobRunResponse schema
          properties:
            id:
              description: The run ID for the job that has been triggered which is used in the /runs/{id}/status endpoint
              type: string
            jobName:
              description: Name of the job
              type: string
              maxLength: 29
            status:
              $ref: '#/components/schemas/status'
            jobType:
              $ref: '#/components/schemas/jobTypes'
          required:
          - id
          - jobName
          - status
          - jobType
          type: object
      required:
      - data
      type: object
    error_2:
      description: Full details of any error
      properties:
        code:
          description: The error code
          type: string
        detail:
          description: Explanation specific to the occurrence of the error
          type: string
        id:
          description: Identifier for the error
          type: string
        source:
          $ref: '#/components/schemas/errorSource_2'
        title:
          description: The title of the error
          type: string
      type: object
  headers:
    X-DataDirect-Request-Key:
      description: FactSet's request key header.
      schema:
        type: string
        description: FactSet's request key header.
    X-FactSet-Api-RateLimit-Limit:
      description: Number of allowed requests for the time window.
      schema:
        type: string
    X-FactSet-Api-RateLimit-Reset:
      description: Number of seconds remaining till rate limit resets.
      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-FactSet-Api-RateLimit-Remaining:
      description: Number of requests left for the time window.
      schema:
        type: string
  securitySchemes:
    FactSetApiKey:
      type: http
      scheme: basic
    FactSetOAuth2:
      type: oauth2
      flows:
        clientCredentials:
          tokenUrl: https://auth.factset.com/as/token.oauth2
          scopes: {}
externalDocs:
  description: API Documentation
  url: https://developer.factset.com/api-catalog/portfolio-reporting-batcher-api
x-refined-from:
- factset-portfolio-reporting-batcher-api-openapi.yml
- portfolio-reporting-batcher-openapi-original.yml

Factset Runs API

Operations 2

Documentation

Specifications

Code Examples

Schemas & Data

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