Factset Segments API

openapi: 3.0.3
info:
  title: Factset Analytics Datastore About Segments 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: Segments
  description: Access business and geographic segment data including revenue, operating income, assets, depreciation, and capital expenditures by segment.
paths:
  /segments:
    get:
      tags:
      - Segments
      operationId: getSegments
      summary: Factset Returns Company Segment Data.
      description: 'Retrieves business and geographic segment data for individual companies. Segment metrics include SALES, OPINC (operating income), ASSETS, DEP (depreciation), and CAPEX (capital expenditures).


        The `/segments` endpoint supports Long Running asynchronous requests up to **20 minutes** via batch parameter. Id limits are increased to 2,000 ids per request when using batch capability.'
      parameters:
      - $ref: '#/components/parameters/ids'
      - $ref: '#/components/parameters/segmentMetrics'
      - $ref: '#/components/parameters/segmentType'
      - $ref: '#/components/parameters/segmentPeriodicity'
      - $ref: '#/components/parameters/fiscalPeriodStart'
      - $ref: '#/components/parameters/fiscalPeriodEnd'
      - $ref: '#/components/parameters/batch'
      responses:
        '200':
          description: Segment data returned successfully.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SegmentsResponse'
              examples:
                businessSegments:
                  summary: Business segments for AAPL-US
                  value:
                    data:
                    - requestId: AAPL-US
                      fsymId: MH33D6-R
                      metric: SALES
                      label: iPhone
                      date: '2023-09-30'
                      value: 200583000000
                    - requestId: AAPL-US
                      fsymId: MH33D6-R
                      metric: SALES
                      label: Mac
                      date: '2023-09-30'
                      value: 29357000000
                    - requestId: AAPL-US
                      fsymId: MH33D6-R
                      metric: SALES
                      label: Services
                      date: '2023-09-30'
                      value: 85200000000
        '202':
          $ref: '#/components/responses/BatchAccepted'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '403':
          $ref: '#/components/responses/Forbidden'
        '415':
          $ref: '#/components/responses/UnsupportedMediaType'
        '500':
          $ref: '#/components/responses/InternalServerError'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    post:
      tags:
      - Segments
      operationId: postSegments
      summary: Factset Returns Company Segment Data for a List of Identifiers.
      description: Retrieves segment data via POST for large identifier sets. Supports up to 30,000 ids per batch request.
      requestBody:
        required: true
        description: Request object for segment data
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/SegmentsRequest'
      responses:
        '200':
          description: Segment data returned successfully.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SegmentsResponse'
        '202':
          $ref: '#/components/responses/BatchAccepted'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '403':
          $ref: '#/components/responses/Forbidden'
        '415':
          $ref: '#/components/responses/UnsupportedMediaType'
        '500':
          $ref: '#/components/responses/InternalServerError'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
components:
  schemas:
    ErrorResponse:
      type: object
      title: Error Response
      description: Standard error response wrapper.
      properties:
        errors:
          type: array
          description: An array containing error details.
          items:
            $ref: '#/components/schemas/Error'
          example: []
    FiscalPeriod:
      type: object
      title: Fiscal Period
      description: Fiscal period date range specification. Calendar dates that will fall back to the most recently completed period during resolution.
      properties:
        start:
          type: string
          format: date
          description: The fiscal period start expressed as YYYY-MM-DD.
          examples:
          - '2023-01-01'
        end:
          type: string
          format: date
          description: The fiscal period end expressed as YYYY-MM-DD.
          examples:
          - '2024-01-01'
    SegmentsRequest:
      type: object
      title: Segments Request
      description: Wrapper for segments request body.
      required:
      - data
      properties:
        data:
          $ref: '#/components/schemas/SegmentsRequestBody'
    BatchStatus:
      type: object
      title: Batch Status
      description: Status information for an asynchronous batch request.
      properties:
        id:
          type: string
          format: uuid
          description: The batch request identifier.
          example: abc123
        startTime:
          type: string
          format: date-time
          description: Time when the batch request started (Eastern Time Zone).
          example: '2026-01-15T10:30:00Z'
        endTime:
          type:
          - string
          - 'null'
          format: date-time
          description: Time when the batch request ended. Null if still processing.
          example: '2026-01-15T10:30:00Z'
        status:
          type: string
          description: Current batch processing status.
          enum:
          - queued
          - executing
          - created
          - failed
          example: queued
        error:
          $ref: '#/components/schemas/BatchError'
    Segment:
      type: object
      title: Segment
      description: A single business or geographic segment data point for a company.
      properties:
        requestId:
          type: string
          description: Identifier that was used for the request.
          examples:
          - AAPL-US
        fsymId:
          type:
          - string
          - 'null'
          description: FactSet Regional Security Identifier.
          examples:
          - MH33D6-R
        metric:
          type:
          - string
          - 'null'
          description: The segment metric (SALES, OPINC, ASSETS, DEP, CAPEX).
          examples:
          - SALES
        label:
          type:
          - string
          - 'null'
          description: Report labels of the segment type requested.
          examples:
          - iPhone
        date:
          type:
          - string
          - 'null'
          format: date
          description: Date for the period requested in YYYY-MM-DD format.
          examples:
          - '2023-09-30'
        value:
          description: Segment metric value. May be a number or string.
          oneOf:
          - type: 'null'
          - type: string
          - type: number
            format: double
          example: example_value
    Error:
      type: object
      title: Error
      description: A single error detail object.
      properties:
        id:
          type: string
          description: A UUID for this particular occurrence of the problem.
          examples:
          - adb01824-252f-4420-b0c6-35a1e3507ef5
        code:
          type: string
          description: Error status code description.
          examples:
          - Bad Request
        title:
          type: string
          description: The plain text error message.
          examples:
          - Validation Error
        links:
          type: object
          description: The endpoint path for reference.
          properties:
            about:
              type: string
              description: API path that generated the error.
              examples:
              - /factset-fundamentals/v2/fundamentals
          example: example_value
    SegmentsRequestBody:
      type: object
      title: Segments Request Body
      description: Request parameters for segment data.
      required:
      - ids
      - metrics
      properties:
        ids:
          $ref: '#/components/schemas/SecurityIds'
        metrics:
          type: string
          description: Segment metric. SALES, OPINC, ASSETS, DEP, or CAPEX.
          enum:
          - SALES
          - OPINC
          - ASSETS
          - DEP
          - CAPEX
          example: SALES
        segmentType:
          type: string
          description: Segment type. BUS = Business, GEO = Geographic.
          enum:
          - BUS
          - GEO
          default: BUS
          example: BUS
        periodicity:
          type: string
          description: Segment periodicity. ANN or ANN_R only.
          enum:
          - ANN
          - ANN_R
          default: ANN
          example: ANN
        fiscalPeriod:
          $ref: '#/components/schemas/FiscalPeriod'
        batch:
          $ref: '#/components/schemas/BatchFlag'
    BatchError:
      type:
      - object
      - 'null'
      title: Batch Error
      description: Error information for a failed batch request.
      properties:
        id:
          type: string
          description: A UUID for this particular occurrence of the problem.
          example: abc123
        code:
          type: string
          description: Error code.
          example: example_value
        title:
          type: string
          description: The plain text error message.
          example: Example Title
    SegmentsResponse:
      type: object
      title: Segments Response
      description: Response wrapper containing an array of segment data items.
      properties:
        data:
          type: array
          items:
            $ref: '#/components/schemas/Segment'
          example: []
    BatchStatusResponse:
      type: object
      title: Batch Status Response
      description: Wrapper for batch request status.
      properties:
        data:
          $ref: '#/components/schemas/BatchStatus'
    BatchFlag:
      type: string
      title: Batch Flag
      description: Enable asynchronous batch processing. Y = Enable, N = Disable.
      enum:
      - Y
      - N
      default: N
    SecurityIds:
      type: array
      title: Security Identifiers
      description: List of security identifiers. Accepted types include Market Tickers, SEDOL, ISINs, CUSIPs, or FactSet Permanent Ids. Limit of 1,000 per non-batch request / 30,000 per batch request.
      items:
        type: string
      minItems: 1
      maxItems: 30000
      examples:
      - - FDS-US
      - - FDS-US
        - AAPL-US
        - MSFT-US
  responses:
    InternalServerError:
      description: Internal Server Error.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
    Unauthorized:
      description: Unauthenticated USERNAME-SERIAL. Ensure you are logged in and have successfully generated an API KEY for the IP range you are connecting from.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
    UnsupportedMediaType:
      description: Unsupported Media Type. Ensure that the Content-Type header is set to "application/json".
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
    BadRequest:
      description: Bad Request. This can occur for several reasons. Please review the error message for details.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
    Forbidden:
      description: The USERNAME-SERIAL attempted to request the endpoint is not authorized to access. Please reach out to FactSet Account Team for assistance with authorization.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
    BatchAccepted:
      description: Batch request has been accepted for processing.
      headers:
        Location:
          description: Path to batch request status endpoint.
          schema:
            type: string
          example: batch-status?id=2df43e85-ea0f-45c6-bf4a-2baf4d1eaa3c
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/BatchStatusResponse'
  parameters:
    segmentType:
      name: segmentType
      in: query
      required: false
      description: Segment type for the metrics. BUS = Business segments, GEO = Geographic segments.
      schema:
        type: string
        enum:
        - BUS
        - GEO
        default: BUS
    fiscalPeriodStart:
      name: fiscalPeriodStart
      in: query
      required: false
      description: The fiscal period start expressed as YYYY-MM-DD. Calendar date that will fall back to the most recent completed period during resolution.
      schema:
        type: string
        format: date
        examples:
        - '2023-01-01'
    fiscalPeriodEnd:
      name: fiscalPeriodEnd
      in: query
      required: false
      description: The fiscal period end expressed as YYYY-MM-DD. Calendar date that will fall back to the most recently completed period during resolution.
      schema:
        type: string
        format: date
        examples:
        - '2024-01-01'
    segmentMetrics:
      name: metrics
      in: query
      required: true
      explode: false
      description: Segment data metric. SALES = Sales/Revenue, OPINC = Operating Income/Loss, ASSETS = Total Assets, DEP = Depreciation Expense, CAPEX = Capital Expenditures.
      schema:
        type: string
        enum:
        - SALES
        - OPINC
        - ASSETS
        - DEP
        - CAPEX
      examples:
        sales:
          summary: Segment sales revenue
          value: SALES
    segmentPeriodicity:
      name: periodicity
      in: query
      required: false
      description: Periodicity for segment data. ANN = Annual Original, ANN_R = Annual Latest (includes restatements).
      schema:
        type: string
        enum:
        - ANN
        - ANN_R
        default: ANN
    batch:
      name: batch
      in: query
      required: false
      description: Enables asynchronous batch processing, supporting long-running requests up to 20 minutes. Upon requesting batch=Y, the service will respond with HTTP 202. Use batch-status to check completion and batch-result to retrieve results.
      schema:
        type: string
        enum:
        - Y
        - N
        default: N
    ids:
      name: ids
      in: query
      required: true
      explode: false
      description: The requested list of security identifiers. Accepted ID types include Market Tickers, SEDOL, ISINs, CUSIPs, or FactSet Permanent Ids. Limit of 1,000 per non-batch request / 2,000 per batch request (GET) or 30,000 per batch request (POST).
      schema:
        type: array
        items:
          type: string
        minItems: 1
        maxItems: 2000
      examples:
        singleId:
          summary: One equity identifier
          value:
          - AAPL-US
        multipleIds:
          summary: Multiple equity identifiers
          value:
          - FDS-US
          - AAPL-US
          - MSFT-US
  securitySchemes:
    basicAuth:
      type: http
      scheme: basic
externalDocs:
  url: https://developer.factset.com/api-catalog/analytics-datastore-api
  description: API Documentation