openapi: 3.0.1 info: title: Factset Barra Portfolio Optimizer API description: Allow clients to fetch Analytics through APIs. contact: name: Analytics API Support url: https://developer.factset.com/contact email: analytics.api.support@factset.com license: name: Apache License 2.0 url: http://www.apache.org/licenses/LICENSE-2.0.txt version: '3' servers: - url: https://api.factset.com paths: /analytics/lookups/v3/accounts/{path}: get: tags: - Analytics summary: Factset Get accounts and sub-directories in a directory description: >- This endpoint looks up all ACCT and ACTM files and sub-directories in a given directory. operationId: getAccounts parameters: - name: path in: path description: The directory to get the accounts and sub-directories in required: true schema: type: string description: The directory to get the accounts and sub-directories in default: Client:Foo/Bar responses: '200': description: Expected response, returns a list of accounts and directories headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/AccountDirectoriesRoot' '400': description: Invalid query parameter or value provided headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '401': description: Missing or invalid authentication headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '403': description: User is forbidden with current credentials headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '404': description: Path not found headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '406': description: >- Unsupported Accept header. Header needs to be set to application/json headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '429': description: >- Rate limit reached. Wait till the time specified in Retry-After header value to make further requests. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. 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: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '503': description: Request timed out. Retry the request in some time headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. /analytics/engines/bpm/v3/optimizations: post: tags: - Analytics summary: Factset Create and Run BPM optimization description: "This endpoint creates and runs BPM optimization specified in the POST body parameters.\r\n \r\nRemarks:\r\n \r\n*\tAny settings in POST body will act as a one-time override over the settings saved in the strategy document." operationId: postAndOptimize parameters: - name: X-FactSet-Api-Long-Running-Deadline in: header description: Long running deadline in seconds. schema: type: integer - name: Cache-Control in: header description: Standard HTTP header. Accepts no-store, max-age, max-stale. schema: type: string requestBody: description: Optimization Parameters content: application/json: schema: $ref: '#/components/schemas/BPMOptimizationParametersRoot' responses: '201': description: >- Expected response, returns json if optimization is completed in a short span. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ObjectRoot' '202': description: Expected response, contains the poll URL in the Location header. headers: Location: description: URL to poll for the resulting optimization schema: type: string description: URL to poll for the resulting optimization X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/CalculationInfoRoot' '400': description: Invalid optimization parameters. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '401': description: Missing or invalid authentication. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '403': description: User is forbidden with current credentials headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '404': description: One or more optimization settings were unavailable. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '415': description: >- Missing/Invalid Content-Type header. Header needs to be set to application/json. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '429': description: >- Rate limit reached. Cancel older requests using Cancel optimization endpoint or wait for older requests to finish/expire. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string 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: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '503': description: Request timed out. Retry the request in sometime. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. /analytics/engines/bpm/v3/optimizations/{id}: put: tags: - Analytics summary: Factset Create or Update BPM optimization and run it. description: >- This endpoint updates and run the BPM optimization specified in the PUT body parameters. It also allows the creation of new BPM optimization with custom id. operationId: putAndOptimize parameters: - name: id in: path description: >- from url, provided from the location header in the Create and Run BPM optimization endpoint required: true schema: type: string description: >- from url, provided from the location header in the Create and Run BPM optimization endpoint - name: X-FactSet-Api-Long-Running-Deadline in: header description: Long running deadline in seconds. schema: type: integer - name: Cache-Control in: header description: Standard HTTP header. Accepts no-store, max-age, max-stale. schema: type: string requestBody: description: Optimization Parameters content: application/json: schema: $ref: '#/components/schemas/BPMOptimizationParametersRoot' responses: '201': description: >- Expected response, returns json if optimization is completed in a short span. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ObjectRoot' '202': description: Expected response, contains the poll URL in the Location header. headers: Location: description: URL to poll for the resulting optimization schema: type: string description: URL to poll for the resulting optimization X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/CalculationInfoRoot' '400': description: Invalid Optimization Parameters. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '401': description: Missing or invalid authentication. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '403': description: User is forbidden with current credentials headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '404': description: One or more optimization settings were unavailable. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '409': description: Duplicate optimization exists with same parameters. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '415': description: >- Missing/Invalid Content-Type header. Header needs to be set to application/json. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '429': description: >- Rate limit reached. Cancel older requests using Cancel optimization endpoint or wait for older requests to finish/expire. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string 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: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '503': description: Request timed out. Retry the request in sometime. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. get: tags: - Analytics summary: Factset Get BPM optimization parameters by id description: >- This is the endpoint that returns the optimization parameters passed for an optimization. operationId: getOptimizationParameters parameters: - name: id in: path description: >- from url, provided from the location header in the Create and Run BPM optimization endpoint required: true schema: type: string description: >- from url, provided from the location header in the Create and Run BPM optimization endpoint responses: '200': description: Expected response, returns the BPM optimization parameters. headers: Content-Encoding: description: >- Standard HTTP header. Header value based on Accept-Encoding Request header. schema: type: string description: >- Standard HTTP header. Header value based on Accept-Encoding Request header. Content-Type: description: Standard HTTP header. schema: type: string description: Standard HTTP header. Transfer-Encoding: description: >- Standard HTTP header. Header value will be set to Chunked if Accept-Encoding header is specified. schema: type: string description: >- Standard HTTP header. Header value will be set to Chunked if Accept-Encoding header is specified. X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/BPMOptimizationParametersRoot' '400': description: Invalid identifier provided. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '401': description: Missing or invalid authentication. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '403': description: User is forbidden with current credentials headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '404': description: Optimization id not found headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '500': description: >- Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '503': description: Request timed out. Retry the request in sometime. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. delete: tags: - Analytics summary: Factset Cancel BPM optimization by id description: This is the endpoint to cancel a previously submitted optimization. operationId: cancelOptimizationById parameters: - name: id in: path description: >- from url, provided from the location header in the Create and Run BPM optimization endpoint required: true schema: type: string description: >- from url, provided from the location header in the Create and Run BPM optimization endpoint responses: '204': description: Expected response, optimization was canceled successfully. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '400': description: Invalid identifier provided. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: text/plain: schema: $ref: '#/components/schemas/ClientErrorResponse' application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' text/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '401': description: Missing or invalid authentication. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '403': description: User is forbidden with current credentials headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '404': description: >- There was no request for the optimization identifier provided, or the request was already canceled for the provided identifier. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: text/plain: schema: $ref: '#/components/schemas/ClientErrorResponse' application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' text/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '500': description: >- Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '503': description: Request timed out. Retry the request in sometime. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. /analytics/engines/bpm/v3/optimizations/{id}/status: get: tags: - Analytics summary: Factset Get BPM optimization status by id description: "This is the endpoint to check on the progress of a previously requested optimization.\r\nIf the optimization has finished computing, the body of the response will contain result in JSON.\r\nOtherwise, the optimization is still running and the X-FactSet-Api-PickUp-Progress header will contain a progress percentage." operationId: getOptimizationStatusById parameters: - name: id in: path description: >- from url, provided from the location header in the Create and Run BPM optimization endpoint required: true schema: type: string description: >- from url, provided from the location header in the Create and Run BPM optimization endpoint responses: '201': description: Expected response once optimization is completed, returns JSON. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ObjectRoot' '202': description: >- Expected response returned if the optimization is not yet completed, should contain X-FactSet-Api-PickUp-Progress header. headers: X-FactSet-Api-PickUp-Progress: description: FactSet's progress header. schema: type: string description: FactSet's progress header. Cache-Control: description: >- Standard HTTP header. Header will specify max-age in seconds. Polling can be adjusted based on the max-age value. schema: type: integer description: >- Standard HTTP header. Header will specify max-age in seconds. Polling can be adjusted based on the max-age value. X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '400': description: Invalid identifier provided. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '401': description: Missing or invalid authentication. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '403': description: User is forbidden with current credentials headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '404': description: >- Optimization result was already returned, provided id was not a requested optimization, or the optimization was cancelled headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '500': description: >- Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '503': description: Request timed out. Retry the request in sometime. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. /analytics/engines/bpm/v3/optimizations/{id}/result: get: tags: - Analytics summary: Factset Get BPM optimization result by id description: >- This is the endpoint to get the result of a previously requested optimization. operationId: getOptimizationResult parameters: - name: id in: path description: >- from url, provided from the location header in the Get BPM optimization status by id endpoint required: true schema: type: string description: >- from url, provided from the location header in the Get BPM optimization status by id endpoint responses: '200': description: Expected response once optimization is completed, returns JSON. headers: Content-Encoding: description: >- Standard HTTP header. Header value based on Accept-Encoding Request header. schema: type: string description: >- Standard HTTP header. Header value based on Accept-Encoding Request header. Content-Type: description: Standard HTTP header. schema: type: string description: Standard HTTP header. Transfer-Encoding: description: >- Standard HTTP header. Header value will be set to Chunked if Accept-Encoding header is specified. schema: type: string description: >- Standard HTTP header. Header value will be set to Chunked if Accept-Encoding header is specified. X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ObjectRoot' '400': description: Invalid identifier provided. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '401': description: Missing or invalid authentication. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '403': description: User is forbidden with current credentials headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '404': description: >- Optimization result was already returned, provided id was not a requested optimization, or the optimization was cancelled headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '500': description: >- Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '503': description: Request timed out. Retry the request in sometime. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. /analytics/lookups/v3/currencies: get: tags: - Analytics summary: Factset Get currencies description: >- This endpoint lists all the currencies that can be applied to any calculation. operationId: getCurrencies responses: '200': description: Expected response, returns a list of currencies. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/CurrencyRoot' '401': description: Missing or invalid authentication. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '403': description: User is forbidden with current credentials headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '406': description: >- Unsupported Accept header. Header needs to be set to application/json. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '429': description: >- Rate limit reached. Wait till the time specified in Retry-After header value to make further requests. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. 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: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '503': description: Request timed out. Retry the request in sometime. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. /analytics/engines/bpm/v3/strategies/{path}: get: tags: - Analytics summary: Factset Get Barra strategy documents and sub-directories in a directory description: >- This endpoint looks up all Barra strategy documents and sub-directories in a given directory. operationId: getBarraStrategyDocuments parameters: - name: path in: path description: The directory to get the strategy documents and sub-directories in required: true schema: type: string description: The directory to get the strategy documents and sub-directories in default: Client:folder1/folder2 responses: '200': description: >- Expected response, returns a list of Barra strategy documents and directories headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/DocumentDirectoriesRoot' '400': description: Invalid query parameter or value provided headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '401': description: Missing or invalid authentication headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '403': description: User is forbidden with current credentials headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '404': description: Path not found headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '406': description: >- Unsupported Accept header. Header needs to be set to application/json headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '429': description: >- Rate limit reached. Wait till the time specified in Retry-After header value to make further requests. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. 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: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. '503': description: Request timed out. Retry the request in some time headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. 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. components: schemas: AccountDirectories: type: object properties: accounts: type: array items: type: string description: List of account and composite files. directories: type: array items: type: string description: List of directories. AccountDirectoriesRoot: required: - data type: object properties: data: $ref: '#/components/schemas/AccountDirectories' ErrorSource: type: object properties: pointer: type: string parameter: type: string Error: type: object properties: id: type: string detail: type: string source: $ref: '#/components/schemas/ErrorSource' ClientErrorResponse: type: object properties: errors: type: array items: $ref: '#/components/schemas/Error' ConstraintAction: type: object properties: item1: type: string item2: enum: - Disable - Enable type: string BPMOptimizerStrategyAlphaOverride: type: object properties: formula: type: string returnType: enum: - Excess - Total - Active - Residual - Exceptional type: string returnMultiplier: type: string BPMOptimizerStrategyOverrides: type: object properties: constraints: type: array items: $ref: '#/components/schemas/ConstraintAction' description: List of constraints alpha: $ref: '#/components/schemas/BPMOptimizerStrategyAlphaOverride' tax: type: string description: "Tax\r\nCan be set to \"\" for local" transactionCost: type: string description: "Transaction cost\r\nCan be set to \"\" for local" BPMOptimizerStrategy: required: - id type: object properties: overrides: $ref: '#/components/schemas/BPMOptimizerStrategyOverrides' id: type: string description: OptimizerStrategy document path BPMOptimization: type: object properties: market: type: string description: Optimization market investAllCash: type: boolean description: Optimization invest all cash riskModelDate: type: string description: Risk model date backtestDate: type: string description: Backtest date cashflow: type: string description: Cash flow OptimizerAccountOverrides: type: object properties: portfolio: type: string description: Portfolio benchmark: type: string description: Benchmark riskModelId: type: string description: Risk model currency: type: string description: Currency OptimizerAccount: type: object properties: id: type: string description: Account path overrides: $ref: '#/components/schemas/OptimizerAccountOverrides' OptimizerTradesList: type: object properties: identifierType: enum: - Asset - Cusip - Isin - RiskModel - SedolChk - Sedol - SymbologyCusip - Ticker - TickerRegion - User type: string description: Identifier type includeCash: type: boolean description: Include cash OptimizerOptimalHoldings: type: object properties: identifierType: enum: - Asset - Cusip - Isin - RiskModel - SedolChk - Sedol - SymbologyCusip - Ticker - TickerRegion - User type: string description: Identifier type includeCash: type: boolean description: Include cash excludeZero: type: boolean description: Exclude zero OptimalPortfolio: type: object properties: acctName: type: string description: Account path excludeZero: type: boolean description: Exclude zero archiveDate: type: string description: Archive date ifAcctExists: enum: - abort - overwrite - appendDate type: string description: Archive action if account exists ifOfdbDateExists: enum: - abort - replaceDate - appendSecurities type: string description: Action if ofdb date exists OptimizerOutputTypes: type: object properties: trades: $ref: '#/components/schemas/OptimizerTradesList' optimal: $ref: '#/components/schemas/OptimizerOptimalHoldings' account: $ref: '#/components/schemas/OptimalPortfolio' BPMOptimizationParameters: required: - outputTypes - strategy type: object properties: strategy: $ref: '#/components/schemas/BPMOptimizerStrategy' optimization: $ref: '#/components/schemas/BPMOptimization' account: $ref: '#/components/schemas/OptimizerAccount' outputTypes: $ref: '#/components/schemas/OptimizerOutputTypes' OptimizerCalculationMeta: type: object BPMOptimizationParametersRoot: type: object properties: data: $ref: '#/components/schemas/BPMOptimizationParameters' meta: $ref: '#/components/schemas/OptimizerCalculationMeta' CalculationInfo: type: object properties: id: type: string description: Calculation identifier CalculationInfoRoot: required: - data type: object properties: data: $ref: '#/components/schemas/CalculationInfo' ObjectRoot: required: - data type: object properties: data: type: object Currency: type: object properties: name: type: string description: Name of currency. CurrencyRoot: required: - data type: object properties: data: type: object additionalProperties: $ref: '#/components/schemas/Currency' DocumentDirectories: type: object properties: documents: type: array items: type: string description: List of documents directories: type: array items: type: string description: List of directories. DocumentDirectoriesRoot: required: - data type: object properties: data: $ref: '#/components/schemas/DocumentDirectories' securitySchemes: Basic: type: http description: Input your username and password to access this API scheme: basic security: - Basic: [] tags: - name: Analytics