{ "opencollection": "1.0.0", "info": { "name": "Factset Analytics Datastore About Template API", "version": "1.0.0" }, "request": { "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "items": [ { "info": { "name": "Template", "type": "folder" }, "items": [ { "info": { "name": "Factset Retrieves the List of Templates That Are Available", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/v1/template-list" }, "docs": "A template is a predefined list of content to be compiled in a PDF. This end point works without any parameters and retrieves the list of templates available for the user. Templates need to defined/created in FactSet workstation." }, { "info": { "name": "Factset Kick Off Request to Create Template With Reports of Your Choice", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/v1/create-template/", "body": { "type": "json", "data": "{}" } }, "docs": "This end point retrieves template name and template_id of the template you create. All the book options such as name of the template, type, and reports can be specified in the request body. Please refer to the documentation for valid section ids and report ids." }, { "info": { "name": "Factset Kicks Off Request to Create a Book With Template", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/v1/create-book-from-template", "body": { "type": "json", "data": "{}" } }, "docs": "This endpoint retrieves book status, book name, and book ID for ticker requested in JSON format. This end-point excepts ticker and template_id as inputs. If the template_id input is not used, a book will be created with FactSet's default template.

Please try out the below template ids to quickly get the FactSet curated books

Company Quick Book - g_20210415065838185
Post-Earnings Call - g_20210415070044785
Public Information Book(PIB) - g_20210415070353" }, { "info": { "name": "Factset Get Default Unlinked Pa Template Types.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/analytics/engines/pa/v3/unlinked-templates/template-types" }, "docs": "This endpoint fetches default unlinked PA template types." }, { "info": { "name": "Factset Get Unlinked Pa Template Type Details by Id.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/analytics/engines/pa/v3/unlinked-templates/template-types/:id", "params": [ { "name": "id", "value": "", "type": "path", "description": "Unique identifier for an unlinked PA template type" } ] }, "docs": "This endpoint fetches the unlinked PA template type details." } ] } ], "bundled": true }