openapi: 3.0.0 info: version: 2.8.0 title: FactSet Concordance API description: >2 The FactSet Concordance API enables Application Developers and Data Scientists to programmatically discover the FactSet Identifier for a specific Entity or Person based on attributes, such as name, URL, and location.FactSet Identifiers are mapped to industry-standard identifiers, as well as to a comprehensive set of reference data and unique content, to enhance the ability to quickly connect content sets.

Using the submitted attributes, the FactSet Concordance API leverages FactSet’s extensive Entity Master, People, and Symbology databases to return potential candidate matches and a proposed match. The result is a concorded FactSet Identifier that can then be used as input throughout FactSet's expanding catalog of Content using our Content APIs or Standard DataFeeds.

There are two types of workflows supported in the API: Entity & People Match: The first workflow follows traditional API conventions in that a request is accepted and a response is returned synchronously enabling the concordance of up to 25 names in a single request. The response returns a list of 20 candidates as well as a proposed match. Entity & People Match - Bulk: The second workflow allows you to input a large list of names within a .CSV file in a single request With this workflow, a task is created for uploading a set of queries. Once the task has completed, the client retrieves the concordance results through the /entity-decisions or /people-decisions endpoint. Note that in the Bulk workflow, only the matches for the records are returned. Candidates are not included. Once the service has provided a list of concorded FactSet Identifiers, you can then use our Entity Mappings and People Mappings endpoints to further review the universe of mapped identifiers or modify existing records.

contact: name: FactSet Research Systems, Inc. email: api@factset.com servers: - url: https://api.factset.com/content description: Production Server security: - UserSecurity: [] tags: - name: Factset Concordance paths: /factset-concordance/v2/entity-match: get: summary: Factset Get Entity Candidates and Matches for a single name and attributes. description: > Finds the best candidate entities matching the given entity name. Additional attributes can be supplied to narrow the search, such as State, URL, and Entity Types.

**Max of 1 Name permitted in a single GET request.** Use the POST method for /entity-match to fetch up to 25 names. Otherwise, use the "Entity Match - Bulk" workflow to submit larger universes of names to be concorded via a file.

tags: - Factset Concordance operationId: getEntityMatch parameters: - $ref: '#/components/parameters/name' - $ref: '#/components/parameters/country' - $ref: '#/components/parameters/state' - $ref: '#/components/parameters/url' - $ref: '#/components/parameters/includeEntityType' - $ref: '#/components/parameters/excludeEntityType' - $ref: '#/components/parameters/includeEntitySubType' - $ref: '#/components/parameters/excludeEntitySubType' - $ref: '#/components/parameters/addParent' - $ref: '#/components/parameters/bbgFigi' - $ref: '#/components/parameters/bbgTicker' - $ref: '#/components/parameters/bic' - $ref: '#/components/parameters/cik' - $ref: '#/components/parameters/crd' - $ref: '#/components/parameters/cusip' - $ref: '#/components/parameters/duns' - $ref: '#/components/parameters/ein' - $ref: '#/components/parameters/factsetId' - $ref: '#/components/parameters/fitch' - $ref: '#/components/parameters/gvkey' - $ref: '#/components/parameters/gvkeyIid' - $ref: '#/components/parameters/isin' - $ref: '#/components/parameters/jcn' - $ref: '#/components/parameters/lei' - $ref: '#/components/parameters/lxid' - $ref: '#/components/parameters/md' - $ref: '#/components/parameters/redCode' - $ref: '#/components/parameters/rssd' - $ref: '#/components/parameters/sedol' - $ref: '#/components/parameters/spr' - $ref: '#/components/parameters/ticker' - $ref: '#/components/parameters/tickerExchange' - $ref: '#/components/parameters/tickerRegion' - $ref: '#/components/parameters/ukch' - $ref: '#/components/parameters/valoren' - $ref: '#/components/parameters/wkn' responses: '200': $ref: '#/components/responses/EntityMatchResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' post: summary: >- Factset Get a list of Entity Candidates and Matches for a requested list of up to 25 names and attributes. description: > Finds the best candidate entities matching the given entity name. If a `universeId` is provided, any match for an input including a `clientId` will be saved to that universe. Additional attributes can be supplied to narrow the search, such as State, URL, and Entity Types. Finds the best candidate entities matching the given company name. Additional attributes can be supplied to narrow the search.

**Max of 25 Names inputted.** Use the "Entity Match - Bulk" workflow to submit larger universes of names to be concorded via a file.

Supported types of Entities in which the names can match to include - * Corporations, Joint Ventures, and Holding Companies * Fund Managers and various Fund Types (Open-end, Closed End, Hedge, Soverign Wealth, Pension, Exchange Traded, and more).

tags: - Factset Concordance operationId: getEntityMatchForList requestBody: $ref: '#/components/requestBodies/EntityMatchRequestV2' responses: '200': $ref: '#/components/responses/EntityMatchResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-concordance/v2/entity-task: post: summary: Factset Input a file with names and attributes, creating a taskId. description: > Upload a Comma-Separated List file (.csv / UTF-8 encoding) with a list of names and attributes and receive a `taskId`. The taskId is then used for reference in the */entity-task-status* and */entity-decisions* endpoints to receive results once the task is successful.

This is the first step in the overall "Bulk" workflow. Use the /entity-task-status endpoint to check the status.

A universeId must be included in request. If you do not have a universe created, reference the `/universe` endpoint. tags: - Factset Concordance operationId: getEntityTaskForList requestBody: description: Entity Request object. Used to create an Entity Task. content: multipart/form-data: schema: type: object properties: universeId: description: >- The id of the universe that entities should be mapped to. Reference the `/universe` endpoint to create a universe, or view available universes via `/universes`. type: integer example: 1 taskName: description: >- User defined name for the task that will be used to name the output files. type: string example: test31 inputFile: description: > The UTF-8 encoded CSV File containing the entity names to be concorded to a FactSet Entity Identifier. The files first row **MUST** include headers as defined in the *Column parameters. Be mindful of casing and spacing in column headers. The input file is posted as a file object in the form. For this reason, the mime type of this post request must be multipart/form-data. type: string format: binary example: Name,Country\nFactSet,US\n clientIdColumn: description: > Header Name of the column in the input file that contains a unique identifier supplied by the user referred to as a "clientId". This clientId can be used to create custom mappings or references. type: string example: ClientId nameColumn: description: > Header name of the column in the input file that contains the Entity Name to be matched. type: string example: NAME countryColumn: description: > Header Name of the column in the input file that contains the country's ISO Code. This is used to filter the candidates before taking a match decision. type: string example: COUNTRY urlColumn: description: > Header Name of the column in the input file that contains the Entity's URL. URL corresponding to the entity name that is used when evaluating candidates for a match. type: string example: URL stateColumn: description: > Header Name of the column in the input file that contains the two letter State Code of the state or province where the Entity is located. Currently, only US state codes are supported. type: string example: STATE priorityColumn: description: > Header Name of the column in the inputfile that contains the priority for the client id. type: string example: Priority bbgFigiColumn: description: >- Header Name of the column in the input file for the type `Bloomberg Listing/Regional/Security ID`. type: string example: BloombergId bbgTickerColumn: description: >- Header Name of the column in the input file for the type Bloomberg `Listing and Regional Ticker`. type: string example: BloombergTicker bicColumn: description: > Header Name of the column in the input file for the type BICCode, `bank indentification code`. type: string example: BICCode cikColumn: description: >- Header Name of the column in the input file for the type CIK, `Edgar Central Index Keys` type: string example: CIK crdColumn: description: >- Header Name of the column in the input file for the type CRD, `Central Registration Depository`. type: string example: CRD cusipColumn: description: >- Header Name of the column in the input file for the type `CUSIP` type: string example: CUSIP dunsColumn: description: >- Header Name of the column in the input file for the type DUNS, `Dun&Bradstreet`. type: string example: Dun&Bradstreet einColumn: description: >- Header Name of the column in the input file for the type EIN, `EmployerIdentificationNumber`. type: string example: EmployerIdentificationNumber factsetIdColumn: description: >- Header Name of the column in the input file for the type FactSet Identifier - `FactSet -E,-S,-R, -L Permanent Identifier`. type: string example: FactSetIdentifier fitchColumn: description: >- Header Name of the column in the input file for the type FitchCreditRating, `Fitch Ratings Identifier`. type: string example: FitchCreditRating gvkeyColumn: description: >- Header Name of the column in the input file for the type GVKEY - `Compustat Global Company Key`. type: string example: GVKey gvkeyIidColumn: description: >- Header Name of the column in the input file for the type GVKEY+IID - `Compustat Global Company Key and Issue Identifier`. type: string example: GVKeyIssueIdentifier isinColumn: description: >- Header Name of the column in the input file for the type `ISIN`. type: string example: ISIN jcnColumn: description: >- Header Name of the column in the input file for the type JCN - `Japanese Corporate Number`. type: string example: JCN leiColumn: description: >- Header Name of the column in the input file for the type LEI, `LegalEntityIdentifier`. type: string example: LegalEntityIdentifier lxidColumn: description: >- Header Name of the column in the input file for the type LXID - `Markit Syndicated Loan Identifier`. type: string example: LXID mdColumn: description: >- Header Name of the column in the input file for the type MoodysIssuer, `Moody's Ratings Identifier`. type: string example: MoodysIssuer redCodeColumn: description: >- Header Name of the column in the input file for the type Red Code - `Markit Reference Entity Identifier`. type: string example: RedCode rssdColumn: description: >- Header Name of the column in the input file for the type RSSD, `FederalReserveRSSDIdentifier`. type: string example: FederalReserveRSSDIdentifier sedolColumn: description: >- Header Name of the column in the input file for the type `SEDOL`. type: string example: SEDOL sprColumn: description: >- Header Name of the column in the input file for the type S&PRating, `S&P Ratings Identifier`. type: string example: SPRating tickerColumn: description: >- Header Name of the column in the input file for the type `PriceTicker`. type: string example: PriceTicker tickerExchangeColumn: description: >- Header Name of the column in the input file for the type `TickerExchange`. type: string example: TickerExch tickerRegionColumn: description: >- Header Name of the column in the input file for the type `TickerRegion`. type: string example: TickerRegion ukchColumn: description: >- Header Name of the column in the input file for the type `UKCompanyHouse`. type: string example: UKCompanyHouse valorenColumn: description: >- Header Name of the column in the input file for the type VALOR, `Valoren ("Valor") Identification`. type: string example: VALOR wknColumn: description: >- Header Name of the column in the input file for the type WKN, `German Securities Identification`. type: string example: WKN includeEntityType: description: > Three-character FactSet entity type code used to filter candidates in order to determine the final match result. Only candidates with an entity type specified will be considered for the final match result. Multiple types can be entered separated by commas. **Do not include within `inputFile`.** type: array items: type: string example: PUB maxLength: 3 minLength: 3 excludeEntityType: description: > Three-character FactSet entity type code used to filter candidates in order to determine the final match result. Entities with these types will be excluded from the decisions. It is a global option used to filter the candidates before taking a match decision. Candidates with an entity type specified will *not* be considered for the final match result. **Do not include within `inputFile`.** type: array items: type: string example: EXT maxLength: 3 minLength: 3 includeEntitySubType: description: > Two-character FactSet entity subtype code used to filter candidates in order to determine the final match result. Only candidates with an entity subtype specified will be considered for the final match result. Multiple types can be entered separated by commas. **Do not include within `inputFile`.** type: array items: type: string example: PR maxLength: 2 minLength: 2 excludeEntitySubType: description: > Two-character FactSet entity subtype code used to filter candidates in order to determine the final match result. Candidates with an entity subtype specified will *not* be considered for the final match result. Multiple types can be entered separated by commas. **Do not include within `inputFile`.** type: array items: type: string example: IB maxLength: 2 minLength: 2 additionalContextColumns: description: > Comma separated list of any additional column names in the input file. To be used by Managed Service for any unmapped records. type: array maxItems: 5 items: type: string example: Address required: - universeId - taskName - inputFile - nameColumn - clientIdColumn responses: '200': $ref: '#/components/responses/EntityTaskResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-concordance/v2/entity-task-status: get: summary: Factset Gets the status of the requested taskId or all tasks for a User description: > Pulls the **status** for ALL the Entity Tasks submitted by a client within the last 30 days, and related details such as task duration and decision rates. Specific Tasks can also be retrieved by using the _taskId_ parameter.

Status types include - * PENDING - The task has not yet started. * IN_PROGRESS - The task is submitted and decisions are in progress. * SUCCESS - The task was successful! Move to the /entity-decisions endpoint to retrieve decisions. * FAILURE - The task failed. Reach out to FactSet Support for assistance. * BAD_REQUEST - The task creation was unsuccesfull. Typically occurs with an incorrect input file format or column headers. * ABORTED - The task was aborted. tags: - Factset Concordance operationId: getEntityTaskStatus parameters: - $ref: '#/components/parameters/taskStatusId' - $ref: '#/components/parameters/offset' - $ref: '#/components/parameters/limit' - $ref: '#/components/parameters/status' responses: '200': $ref: '#/components/responses/EntityTaskStatusResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-concordance/v2/entity-decisions: get: summary: Factset Get the decisions of matches for the requested taskId. description: > Retrieves the `Decision` objects for an Entity Task (taskId). The decisions do not include all candidates, but rather the results of concording the requested list of names included in the input file. Mapped entities will include a FactSet Entity Identifier (-E). Results will be saved to the `universeId` specified in the input file. tags: - Factset Concordance operationId: getEntityDecisions parameters: - $ref: '#/components/parameters/taskDecisionId' - $ref: '#/components/parameters/offset' - $ref: '#/components/parameters/limit' responses: '200': $ref: '#/components/responses/EntityDecisionsResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-concordance/v2/universe: post: summary: Factset Create a new universe description: | Create a new universe that is distinct from any existing universe tags: - Factset Concordance operationId: getUniverseForList requestBody: $ref: '#/components/requestBodies/CreateUniverseRequest' responses: '200': $ref: '#/components/responses/UniverseMetaResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' default: $ref: '#/components/responses/errorResponse' /factset-concordance/v2/entity-universe: get: summary: Factset Retrieve all saved mappings within a requested universe description: | Retrieves all entity mappings within a requested universe. tags: - Factset Concordance operationId: getEntityUniverse parameters: - $ref: '#/components/parameters/universeIdRequired' - $ref: '#/components/parameters/clientIdFilter' - $ref: '#/components/parameters/mapStatus' - $ref: '#/components/parameters/offset' - $ref: '#/components/parameters/limit' - $ref: '#/components/parameters/sortEntity' responses: '200': $ref: '#/components/responses/EntityUniverseResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' post: summary: >- Factset Retrieve all saved mappings within a requested universe or large list of client ids description: > Retrieves all entity mappings that were saved in a given universe. Supports filtering by a large number of `clientId`s tags: - Factset Concordance operationId: getEntityUniverseForList requestBody: $ref: '#/components/requestBodies/EntityUniverseRequest' responses: '200': $ref: '#/components/responses/EntityUniverseResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-concordance/v2/people-universe: get: summary: Factset Retrieve all saved mappings within a requested universe description: | Retrieves all people mappings within a requested universe. tags: - Factset Concordance operationId: getPeopleUniverse parameters: - $ref: '#/components/parameters/universeIdRequired' - $ref: '#/components/parameters/clientId' - $ref: '#/components/parameters/mapStatus' - $ref: '#/components/parameters/peopleOffset' - $ref: '#/components/parameters/peopleLimit' - $ref: '#/components/parameters/sortPeople' responses: '200': $ref: '#/components/responses/PeopleUniverseResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' post: summary: >- Factset Retrieve all saved mappings within a requested universe or large list of client ids description: > Retrieves all people mappings that were saved in a given universe. Supports filtering by a large number of `clientId`s tags: - Factset Concordance operationId: getPeopleUniverseForList requestBody: $ref: '#/components/requestBodies/PeopleUniverseRequest' responses: '200': $ref: '#/components/responses/PeopleUniverseResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-concordance/v2/update-universe: post: summary: Factset Update metadata for an existing universe description: | Update metadata for an existing universe tags: - Factset Concordance operationId: getUpdateUniverseForList requestBody: $ref: '#/components/requestBodies/UpdateUniverseRequest' responses: '200': $ref: '#/components/responses/UniverseMetaResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' default: $ref: '#/components/responses/errorResponse' /factset-concordance/v2/universes: get: summary: Factset Fetch metadata for universes description: > Fetch information on active universes for the current user. Optionally filter for a specific universe given a `universeId` tags: - Factset Concordance operationId: getUniverses parameters: - $ref: '#/components/parameters/universeId' - $ref: '#/components/parameters/universeType' responses: '200': $ref: '#/components/responses/UniversesResponse' default: $ref: '#/components/responses/errorResponse' /factset-concordance/v2/entity-universe-statistics: get: summary: Factset Get statistics on a given universe description: > Get the total number of mappings in a universe, as well as the number of mapped, unmapped and indeterminate mappings tags: - Factset Concordance operationId: getEntityUniverseStatistics parameters: - $ref: '#/components/parameters/universeIdRequired' responses: '200': $ref: '#/components/responses/EntityUniverseStatisticsResponse' default: $ref: '#/components/responses/errorResponse' /factset-concordance/v2/universe-statistics: get: summary: Factset Get statistics on a given universe description: > Get the total number of mappings in a universe, as well as the number of mapped, unmapped and indeterminate mappings tags: - Factset Concordance operationId: getUniverseStatistics parameters: - $ref: '#/components/parameters/universeStatisticsRequired' responses: '200': $ref: '#/components/responses/universeStatisticsResponse' default: $ref: '#/components/responses/errorResponse' /factset-concordance/v2/entity-mapping: post: summary: Factset Saves a single-mapping specified by the client. description: > Saves a Concordance Mapping to the client universe. When making a post, all exiting values are overwritten in the database with the values passed in the request. clientId and clientName are required. tags: - Factset Concordance operationId: getEntityMappingForList requestBody: $ref: '#/components/requestBodies/EntityMappingRequestV2' responses: '200': $ref: '#/components/responses/EntityResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-concordance/v2/people-mapping: post: summary: Factset Saves a single-mapping specified by the client. description: > Saves a single Concordance People Mapping to a given universe. When making a post, all exiting values are overwritten in the database with the values passed in the request. clientId and clientName are required. tags: - Factset Concordance operationId: getPeopleMappingForList requestBody: $ref: '#/components/requestBodies/PeopleMappingRequestV2' responses: '200': $ref: '#/components/responses/PeopleMappingResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-concordance/v2/entity-mapping-delete: post: summary: Factset Deletes mapping specified by the client. description: > Delete a Concordance Mapping to the client universe. When making a post, all exiting values are overwritten in the database with the values passed in the request. clientId and universeId are required. tags: - Factset Concordance operationId: getEntityMappingDeleteForList requestBody: $ref: '#/components/requestBodies/EntityMappingDeleteRequestV2' responses: '200': $ref: '#/components/responses/EntityMappingDeleteResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-concordance/v2/people-mapping-delete: post: summary: Factset Deletes mapping specified by the client. description: > Delete a Concordance Mapping to the client universe. When making a post, all exiting values are overwritten in the database with the values passed in the request. clientId and universeId are required. tags: - Factset Concordance operationId: getPeopleMappingDeleteForList requestBody: $ref: '#/components/requestBodies/PeopleMappingDeleteRequestV2' responses: '200': $ref: '#/components/responses/PeopleMappingDeleteResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-concordance/v2/snowflake-entity-match: post: summary: >- Factset Perform an entity search and return a snowflake-friendly response. Up to 25 Names per request. description: > Finds the best candidate entities matching the given company name. Additional attributes can be supplied to narrow the search. *This endpoint is used natively within Snowflake and is not to be consumed directly by users. Reach out to your FactSet Account team to learn more about Concordance in Snowflake.* tags: - Factset Concordance operationId: getSnowflakeEntityMatchForList requestBody: $ref: '#/components/requestBodies/SnowflakeEntityMatchRequest' responses: '200': $ref: '#/components/responses/SnowflakeEntityMatchResponse' /factset-concordance/v2/snowflake-entity-mapping: post: summary: Factset Save entity mappings to a universe description: Manually save or update entity mappings with metadata tags: - Factset Concordance operationId: snowflakeEntityMappingPost requestBody: $ref: '#/components/requestBodies/SnowflakeEntityMappingRequest' responses: default: $ref: '#/components/responses/SnowflakeEntityMappingResponse' /factset-concordance/v2/people-match: get: summary: >- Factset Find potential people matches given a person's name.People matches can be retrieved using person's name and other attributes like firstname, middlename and lastname. description: > Finds the best people candidates matching the given name.

**Max of 1 Name permitted in a single GET request.** Use the POST method for /people-match to fetch up to 25 names. Otherwise, use the "People Match - Bulk" workflow to submit larger universes of names to be concorded via a file.

tags: - Factset Concordance operationId: getPeopleMatch parameters: - $ref: '#/components/parameters/personName' - $ref: '#/components/parameters/salutation' - $ref: '#/components/parameters/firstName' - $ref: '#/components/parameters/middleName' - $ref: '#/components/parameters/lastName' - $ref: '#/components/parameters/suffix' - $ref: '#/components/parameters/entity' responses: '200': $ref: '#/components/responses/PeopleMatchResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' post: summary: Factset Find potential people matches given a person's name. description: > Finds the best candidate people matching the given people names. Additional attributes can be supplied to narrow the search. If a `universeId` is provided, any match for an input including a `clientId` will be saved to that universe. tags: - Factset Concordance operationId: getPeopleMatchForList requestBody: $ref: '#/components/requestBodies/PeopleMatchRequestV2' responses: '200': $ref: '#/components/responses/PeopleMatchResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-concordance/v2/people-task: post: summary: Factset Create a People Concordance Task. description: > The "Bulk" workflow allows the user to create a People Concordance Task. Uploading of a Comma-Separated List file (.csv / UTF-8 encoding) with a list of names and attributes and creation of a task id is mandatory to start the process. The taskId is then used for reference in the /people-task-status and /people-decisions endpoints to receive results once the task is successful.The /people-task-status endpoint is to check the status of the Tasks as per the ids. A universeId must be included in request. If you do not have a universe created, reference the /universe endpoint.The bulk workflow supports a two way approach for the user. **The user can use these parameters in the following ways.** 1.Filling all the required fields including the `personNameColumn`.(do not include `firstNameColumn`,`lastNameColumn` & `middleNameColumn`) 2.Filling all the required fields excluding the `personNameColumn`.(Ensure atleast the `lastNameColumn` is filled) tags: - Factset Concordance operationId: getPeopleTaskForList requestBody: description: People Request object. Used to create an People Task. content: multipart/form-data: schema: type: object properties: universeId: description: >- The id of the universe that entities should be mapped to. Reference the `/universe` endpoint to create a universe, or view available universes via `/universes`. type: integer example: 1 taskName: description: >- User defined name for the task that will be used to name the output files. type: string example: test31 inputFile: description: > The UTF-8 encoded CSV File containing the entity names to be concorded to a FactSet Entity Identifier. The files first row **MUST** include headers as defined in the *Column parameters. Be mindful of casing and spacing in column headers. The input file is posted as a file object in the form. For this reason, the mime type of this post request must be multipart/form-data. type: string format: binary example: Name,Country\nFactSet,US\n clientIdColumn: description: > Header Name of the column in the input file that contains a unique identifier supplied by the user referred to as a "clientId". This clientId can be used to create custom mappings or references. type: string example: ClientId additionalContextColumns: description: > Comma separated list of any additional column names in the input file. To be used by Managed Service for any unmapped records. type: array maxItems: 5 items: type: string example: Address entityColumn: description: > Header name of the column in the input file that contains the Entity Name to be matched. type: string example: Microsoft firstNameColumn: description: > First name of the person.**Do not include with `personNameColumn`**. type: string example: Bill lastNameColumn: description: > Lat name of the person.**Do not include with `personNameColumn`**. type: string example: Gates middleNameColumn: description: > Middle name of the person.**Do not include within `personNameColumn`**. type: string example: Henry personNameColumn: description: > Header name of the column in the input file that contains the name of the person to be matched. **Do not include with `firstNameColumn` and `lastNameColumn`.** type: string example: Bill Gates priorityColumn: description: > Priority associated to the clientId. Used for manual mapping. type: string example: HIGH salutationColumn: description: > The salutation of the person.**Do not include with `personNameColumn`**. type: string example: Mr. suffixColumn: description: > A name suffix, that follows a person's full name and provides additional information about the person.**Do not include with `personNameColumn`**. type: string example: HIGH required: - universeId - taskName - inputFile - entityColumn - clientIdColumn responses: '200': $ref: '#/components/responses/PeopleTaskResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-concordance/v2/people-task-status: get: summary: Factset Get the Status of the People Tasks. description: > Pulls the **status** for ALL the People Tasks submitted by a client within the last 30 days, and related details such as task duration and decision rates. Specific Tasks can also be retrieved by using the _taskId_ parameter.

Status types include - * PENDING - The task has not yet started. * IN_PROGRESS - The task is submitted and decisions are in progress. * SUCCESS - The task was successful! Move to the /people-decisions endpoint to retrieve decisions. * FAILURE - The task failed. Reach out to FactSet Support for assistance. * BAD_REQUEST - The task creation was unsuccesfull. Typically occurs with an incorrect input file format or column headers. * ABORTED - The task was aborted. tags: - Factset Concordance operationId: getPeopleTaskStatus parameters: - $ref: '#/components/parameters/peopleTaskStatusId' - $ref: '#/components/parameters/peopleOffset' - $ref: '#/components/parameters/peopleLimit' - $ref: '#/components/parameters/peopleStatus' responses: '200': $ref: '#/components/responses/PeopleTaskStatusResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-concordance/v2/people-decisions: get: summary: Factset Get the decisions of matches for the requested taskId. description: > Retrieves the `Decision` objects for an People Task (taskId). The decisions do not include all candidates, but rather the results of concording the requested list of names included in the input file. Mapped entities will include a FactSet Entity Identifier (-E). Results will be saved to the `universeId` specified in the input file. tags: - Factset Concordance operationId: getPeopleDecisions parameters: - $ref: '#/components/parameters/peopleTaskDecisionId' - $ref: '#/components/parameters/peopleOffset' - $ref: '#/components/parameters/peopleLimit' responses: '200': $ref: '#/components/responses/PeopleDecisionsResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' components: securitySchemes: UserSecurity: type: http scheme: basic description: Basic Authentication parameters: name: name: name description: Name of Entity to match. in: query schema: type: string required: true example: FactSet country: name: country description: >- ISO2 country code corresponding to the entity name that is used when evaluating candidates for a match. For a list of ISO2 Country codes, visit [OA 8754](https://my.apps.factset.com/oa/pages/8754). in: query schema: type: string maxLength: 2 minLength: 2 example: US state: name: state description: >- Two-character state code corresponding to the entity name that is used when evaluating candidates for a match. Currently, only US state codes are supported. in: query schema: type: string maxLength: 2 minLength: 2 example: CT url: name: url description: >- URL corresponding to the entity name that is used when evaluating candidates for a match. in: query schema: type: string includeEntityType: name: includeEntityType description: > Three-character FactSet entity type code used to filter candidates in order to determine the final match result. Only candidates with an entity type specified will be considered for the final match result. Multiple types can be entered separated by commas. |Entity Type Code|Entity Type Description|Entity Type Code|Entity Type Description| ||||| |ABS|Asset-Backed||MED|Broadcast Call Sign| |BAS|Business Association (JP)||MUC|Mutual Fd-Closed End| |CAC|Consolidated Accounting||MUE|Mutual Fd-ETF| |CMD|Commodity||MUT|Mutual Fd-Open End| |COL|College/University||NPO|Non-Profit Organization| |CUR|Currency||OPD|Operating Division| |ESP|Emp Stk Ownership Plan||OTH|Other| |EXT|Extinct||PEF|Pension Fund| |FAF|Family of Fds (VC/Pvt EQ)||PRO|Real Property| |FND|Foundation/Endowment||PUB|Public Company| |FNS|Financing Subsidiary/SPE||PVF|Private Eq Fd/Alt Invt| |FRX|ForEx||PVT|Private Company| |GOV|Government||SOV|Sovereign Wealth Fund| |HED|Hedge Fund||SUB|Subsidiary| |HOL|Holding Company||TRU|Trust/Trustee| |IDX|Index||UMB|Umbrella Fund| |VEN|Venture Capital Fund||JVT|Joint Venture| in: query schema: type: array items: type: string maxLength: 3 minLength: 3 example: PUB excludeEntityType: name: excludeEntityType description: > Three-character FactSet entity type code used to filter candidates in order to determine the final match result. Candidates with an entity type specified will *not* be considered for the final match result. Multiple types can be entered separated by commas. |Entity Type Code|Entity Type Description|Entity Type Code|Entity Type Description| ||||| |ABS|Asset-Backed||MED|Broadcast Call Sign| |BAS|Business Association (JP)||MUC|Mutual Fd-Closed End| |CAC|Consolidated Accounting||MUE|Mutual Fd-ETF| |CMD|Commodity||MUT|Mutual Fd-Open End| |COL|College/University||NPO|Non-Profit Organization| |CUR|Currency||OPD|Operating Division| |ESP|Emp Stk Ownership Plan||OTH|Other| |EXT|Extinct||PEF|Pension Fund| |FAF|Family of Fds (VC/Pvt EQ)||PRO|Real Property| |FND|Foundation/Endowment||PUB|Public Company| |FNS|Financing Subsidiary/SPE||PVF|Private Eq Fd/Alt Invt| |FRX|ForEx||PVT|Private Company| |GOV|Government||SOV|Sovereign Wealth Fund| |HED|Hedge Fund||SUB|Subsidiary| |HOL|Holding Company||TRU|Trust/Trustee| |IDX|Index||UMB|Umbrella Fund| |VEN|Venture Capital Fund||JVT|Joint Venture| in: query schema: type: array items: type: string maxLength: 3 minLength: 3 example: EXT includeEntitySubType: name: includeEntitySubType description: > Two-character FactSet entity subtype code used to filter candidates in order to determine the final match result. Only candidates with an entity subtype specified will be considered for the final match result. Multiple types can be entered separated by commas. |Entity Subtype Code|Entity Subtype Description|Entity Subtype Code|Entity Subtype Description| ||||| |AR|Arbitrage|IC|Investment Company| |BM|Bank Investment Division|IN|Insurance Company| |BR|Broker|MF|Mutual Fund Manager| |CP|Corporate|ML|Master Ltd Part| |CU|Custodial|MM|Market Maker| |FF|Fund of Funds Manager|PB|Private Banking/Wealth Mgmt| |FH|Fund of Hedge Funds Manager|PF|Pension Fund Manager| |FO|Foundation/Endowment Manager|PP|Real Estate Manager| |FS|Fund Distributor|RE|Research Firm| |FU|Fund|SB|Subsidiary Branch| |FY|Family Office|ST|Stock Borrowing/Lending| |GV|Govt (Fed/Local/Agency)|SV|Sovereign Wealth Manager| |HF|Hedge Fund Manager|VC|Venture Capital/Pvt Equity| |IA|Investment Adviser| |IB|Investment Banking| in: query schema: type: array items: type: string maxLength: 2 minLength: 2 example: PR excludeEntitySubType: name: excludeEntitySubType description: > Two-character FactSet entity subtype code used to filter candidates in order to determine the final match result. Candidates with an entity subtype specified will not be considered for the final match result. Multiple types can be entered separated by commas. |Entity Subtype Code|Entity Subtype Description|Entity Subtype Code|Entity Subtype Description| ||||| |AR|Arbitrage|IC|Investment Company| |BM|Bank Investment Division|IN|Insurance Company| |BR|Broker|MF|Mutual Fund Manager| |CP|Corporate|ML|Master Ltd Part| |CU|Custodial|MM|Market Maker| |FF|Fund of Funds Manager|PB|Private Banking/Wealth Mgmt| |FH|Fund of Hedge Funds Manager|PF|Pension Fund Manager| |FO|Foundation/Endowment Manager|PP|Real Estate Manager| |FS|Fund Distributor|RE|Research Firm| |FU|Fund|SB|Subsidiary Branch| |FY|Family Office|ST|Stock Borrowing/Lending| |GV|Govt (Fed/Local/Agency)|SV|Sovereign Wealth Manager| |HF|Hedge Fund Manager|VC|Venture Capital/Pvt Equity| |IA|Investment Adviser| |IB|Investment Banking| in: query schema: type: array items: type: string example: HF maxLength: 2 minLength: 2 addParent: name: includeParent description: >- Flag to include parent entities in the list of candidates. This parameter does not influence the match result. in: query schema: type: boolean example: false default: false bic: description: >- Input identifiers for the BICCode - Bank Indentification Code symbol Type. name: bic in: query schema: type: string example: BICCode bbgTicker: description: >- Input identifiers for the Bloomberg Listing and Regional Ticker symbol Type. name: bbgTicker in: query schema: type: string example: BloombergId cik: description: Input identifiers for the CIK - Edgar Central Index Keys symbol type. name: cik in: query schema: type: string example: CIK crd: description: >- Input identifiers for the CRD - Central Registration Depository symbol type. name: crd in: query schema: type: string example: CRD cusip: description: Input identifiers for the CUSIP symbol type. name: cusip in: query schema: type: string example: CUSIP duns: description: >- Input identifiers for the DUNS - Dun & Bradstreet Data Universal Numbering System symbol type. name: duns in: query schema: type: string example: Dun&Bradstreet ein: description: >- Input identifiers for the EIN - Employer Identification Number symbol type. name: ein in: query schema: type: string example: EmployerIdentificationNumber rssd: description: Input identifiers for the RSSD - Federal Reserve RSSD symbol typ. name: rssd in: query schema: type: string example: FederalReserveRSSDIdentifier fitch: description: Input identifiers for the Fitch - Fitch Ratings symbol type. name: fitch in: query schema: type: string example: FitchCreditRating isin: description: >- Input identifiers for the ISIN - International Securities Identification Number symbol type. name: isin in: query schema: type: string example: ISIN lei: description: Input identifiers for the LEI - Legal Entity Identifier symbol type name: lei in: query schema: type: string example: LegalEntityIdentifier bbgFigi: description: >- Input identifiers for the Bloomberg Listing/Regional/Security ID symbol type. name: bbgFigi in: query schema: type: string example: BBG009S39JY5 md: description: Input identifiers for the Moody's Ratings Identifier type. name: md in: query schema: type: string example: MoodysIssuer ticker: description: Input identifiers for the Price Ticker symbol type. name: ticker in: query schema: type: string example: PriceTicker spr: description: Input identifiers for the Price Ticker symbol type. name: spr in: query schema: type: string example: SPRating sedol: description: Input identifiers for the SEDOL symbol type. name: sedol in: query schema: type: string example: SEDOL tickerExchange: description: Input identifiers for the TickerExchange. name: tickerExchange in: query schema: type: string example: TickerExch tickerRegion: description: Input identifiers for the TickerRegion. name: tickerRegion in: query schema: type: string example: TickerRegion ukch: description: Input identifiers for the UKCH - UK Company House symbol type. name: ukch in: query schema: type: string example: UKCompanyHouse valoren: description: Input identifiers for the Valoren ("Valor") symbol type. name: valoren in: query schema: type: string example: VALOR wkn: description: Input identifiers for the WKN - German Securities symbol type. name: wkn in: query schema: type: string example: WKN jcn: description: >- Input identifiers for the type JCN - Japanese Corporate Number symbol type. name: jcn in: query schema: type: string example: JCN gvkeyIid: description: >- Input identifiers for the type GVKEY+IID - Compustat Global Company Key and Issue Identifier symbol type. name: gvkeyIid in: query schema: type: string example: GVKeyIssueIdentifier gvkey: description: >- Input identifiers for the type GVKEY - Compustat Global Company Key symbol type. name: gvkey in: query schema: type: string example: GVKey lxid: description: >- Input identifiers for the type LXID - Markit Syndicated Loan Identifier symbol type. name: lxid in: query schema: type: string example: LXID redCode: description: >- Input identifiers for the type Red Code - Markit Reference Entity Identifier symbol type. name: redCode in: query schema: type: string example: RedCode factsetId: description: >- Input identifiers for the type FactSet Identifier - FactSet -E,-S,-R, -L Permanent Identifier symbol type. name: factsetId in: query schema: type: string example: FactSetIdentifier taskDecisionId: name: taskId description: >- Name of the column for the type Concordance Task Identifier. The taskId is created in response from the /entity-task endpoint. in: query schema: type: integer example: 31589 required: true taskStatusId: name: taskId description: >- Name of the column for the type Concordance Task Identifier. The taskId is created in response from the /entity-task endpoint. in: query schema: type: integer example: 31589 required: false offset: name: offset description: Starting row for records to return or rows to skip. in: query schema: type: integer default: 0 limit: name: limit in: query description: Limits the number of records in the response. schema: type: integer maximum: 10000 example: 10 status: name: status description: | Filter on the status of the Concordance Tasks. Default is no filter. * PENDING - The task has not yet started * IN_PROGRESS - The task is submitted and decisions are in progress. * SUCCESS - The task was successful! Move to the /entity-decisions endpoint to retrieve decisions. * FAILURE - The task failed. Reach out to FactSet Support for assistance. * BAD_REQUEST - The task creation was unsuccesfull. Typically occurs with an incorrect input file format or column headers. * ABORTED - The task was aborted. in: query schema: type: array items: type: string enum: - PENDING - IN_PROGRESS - SUCCESS - FAILURE - BAD_REQUEST - ABORTED explode: false mapStatus: name: mapStatus description: > Filter by the Entity Decisions that have the specified mapStatus, where - * MAPPED - The requested Entity Name is successfully mapped to a FactSet Entity Id (-E) * UNMAPPED - The requested Entity Name is unmapped by FactSet. * INDETERMINATE - The requested Entity Name was unable to make a mapping. in: query schema: type: array items: type: string enum: - MAPPED - UNMAPPED - INDETERMINATE example: MAPPED clientIdFilter: name: clientId description: | Filter by the clientId(s) created by the user in a previous mapping. in: query schema: type: array items: type: string example: EXT explode: false example: - abc-123 - def-456 clientId: name: clientId description: | Filter by the clientId(s) created by the user in a previous mapping. in: query schema: type: array items: type: string example: EXT explode: false example: - abc-123 - def-456 universeId: name: universeId required: false description: >- Universe identifier. *To create a universe, use the `/universe' endpoint.* in: query schema: type: integer example: 1 universeType: name: universeType description: Universe Type. in: query schema: type: string enum: - ENTITY - PEOPLE example: ENTITY explode: false universeIdRequired: name: universeId required: true description: >- Universe identifier. *To create a universe, use the `/universe' endpoint.* in: query schema: type: integer example: 1 sortEntity: name: sort description: >- Sort clientId, createdTime, updatedTime, clientName, entityId fields in ascending or descending order with asc and desc to indicate the order. Example (clientId:asc) in: query schema: type: array items: type: string example: clientId:asc explode: false example: - clientId:asc - clientName:desc sortPeople: name: sort description: >- Sort clientId, createdTime, updatedTime, clientPersonName, personId fields in ascending or descending order with asc and desc to indicate the order. Example (clientId:asc) in: query schema: type: array items: type: string example: clientPersonName:desc explode: false example: - clientId:asc - clientPersonName:desc universeStatisticsRequired: name: universeId required: true description: >- Universe identifier. *To create a universe, use the `/universe' endpoint.* in: query schema: type: integer example: 1 personName: name: personName description: Name of Person to match. in: query schema: type: string required: false example: Bill Gates salutation: name: salutation description: >- Title in person's name. This parameter should not be provided when the person name is provided as the input. in: query schema: type: string required: false example: Mr firstName: name: firstName description: >- First name of person. This parameter should not be provided when the person name is provided as the input. in: query schema: type: string required: false example: Bill middleName: name: middleName description: >- Middle name of person.This parameter should not be provided when the person name is provided as the input. in: query schema: type: string required: false example: Henry lastName: name: lastName description: >- Last name of person. This parameter should not be provided when the person name is provided as the input. in: query schema: type: string required: false example: Gates suffix: name: suffix description: >- Suffix in person's name. This parameter should not be provided when the person name is provided as the input. in: query schema: type: string required: false example: III entity: name: entity description: >- Entity the person is associated with. It is used to filter the candidates before taking a match decision. Can be entity ID or name. The supported entity types match the what is supported via the /company match. in: query schema: type: string required: true example: Microsoft peopleTaskDecisionId: name: taskId description: >- Concordance Task Identifier. The taskId is created in response from the /people-task endpoint. in: query schema: type: integer example: 31589 required: true peopleTaskStatusId: name: taskId description: >- Concordance Task Identifier. The taskId is created in response from the /people-task endpoint. in: query schema: type: integer example: 31589 required: false peopleOffset: name: offset description: Starting row for records to return or rows to skip. in: query schema: type: integer default: 0 peopleLimit: name: limit in: query description: Limits the number of records in the response. schema: type: integer maximum: 10000 example: 10 peopleStatus: name: status description: | Filter on the status of the Concordance Tasks. Default is no filter. * PENDING - The task has not yet started * IN_PROGRESS - The task is submitted and decisions are in progress. * SUCCESS - The task was successful! Move to the /entity-decisions endpoint to retrieve decisions. * FAILURE - The task failed. Reach out to FactSet Support for assistance. * BAD_REQUEST - The task creation was unsuccesfull. Typically occurs with an incorrect input file format or column headers. * ABORTED - The task was aborted. in: query schema: type: array items: type: string enum: - PENDING - IN_PROGRESS - SUCCESS - FAILURE - BAD_REQUEST - ABORTED explode: false requestBodies: EntityMatchRequestV2: description: A request to match a Entity. required: true content: application/json;charset=utf-8: schema: $ref: '#/components/schemas/EntityMatchRequest' EntityMappingRequestV2: description: A request to create a single mapping. required: true content: application/json: schema: $ref: '#/components/schemas/EntityMappingRequest' PeopleMappingRequestV2: description: A request to create a single mapping. required: true content: application/json: schema: $ref: '#/components/schemas/PeopleMappingRequest' EntityMappingDeleteRequestV2: description: A request to delete entity mappings specified by the client required: true content: application/json: schema: $ref: '#/components/schemas/EntityMappingDeleteRequest' PeopleMappingDeleteRequestV2: description: A request to delete people mappings specified by the client required: true content: application/json: schema: $ref: '#/components/schemas/EntityMappingDeleteRequest' EntityUniverseRequest: description: A request to fetch all entities of a given universe required: true content: application/json: schema: $ref: '#/components/schemas/EntityUniverseRequest' CreateUniverseRequest: description: A request to create a user's universe required: true content: application/json: schema: $ref: '#/components/schemas/CreateUniverseRequest' UpdateUniverseRequest: description: A request to update a user's universe required: true content: application/json: schema: $ref: '#/components/schemas/UpdateUniverseRequest' PeopleUniverseRequest: description: A request to fetch all entities of a given universe required: true content: application/json: schema: $ref: '#/components/schemas/PeopleUniverseRequest' SnowflakeEntityMatchRequest: description: A request to match an entity name and its attributes within Snowflake. required: true content: application/json: schema: $ref: '#/components/schemas/SnowflakeEntityMatchRequest' SnowflakeEntityMappingRequest: description: A request to save entity mappings to a universe required: true content: application/json: schema: $ref: '#/components/schemas/SnowflakeEntityMappingRequest' PeopleMatchRequestV2: description: A request to People match. required: true content: application/json;charset=utf-8: schema: $ref: '#/components/schemas/PeopleMatchRequest' responses: '400': description: >- Bad Request. This can occur for several reasons. Please review the "message" for more details. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Bad Request - Missing Required Parameter: $ref: '#/components/examples/badRequestRequiredParameter' Bad Request - Invalid Parameter: $ref: '#/components/examples/badRequestInvalidParameters' Bad Request - Malformed JSON: $ref: '#/components/examples/badRequestMalformedJSON' Bad Request - Read Timeout: $ref: '#/components/examples/badRequestReadTimeout' '401': description: >- Unauthenticated USERNAME-SERIAL. Ensure you are logged in and have successfully generated an API KEY for the IP range you are connecting from. For more help, select the **Report Issue** in the top right corner of this Developer Portal specification card and choose Connectivity 401 or 403 Responses. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Bad Request - Date Format: $ref: '#/components/examples/unauthenticated' '403': description: >- The USERNAME-SERIAL attempted to request the endpoint is not authorized to access. The request was a legal request, but the server is refusing to respond. Please reach out to FactSet Account Team for assistance with authorization. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Bad Request - forbidden: $ref: '#/components/examples/forbidden' '415': description: >- Unsupported Media Type. This error may be returned when the caller sends a resource in a format that is not accepted by the server. This can be fixed by ensuring that Content-Type header is set to the correct value. In this instance, "application/json" would be the appropriate value. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Bad Request - Unsupported Media Type: $ref: '#/components/examples/unsupportedMediaType' '500': description: Internal Server Error. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Internal Server Error - Not Writable: $ref: '#/components/examples/notWritable' Internal Server Error - General Exception: $ref: '#/components/examples/generalException' EntityMatchResponse: description: Response containing Entity Match results. content: application/json;charset=utf-8: schema: $ref: '#/components/schemas/EntityMatchesResponse' examples: Entity Matches: $ref: '#/components/examples/EntityMatches' EntityTaskResponse: description: OK. The Entity Task creation is submitted. content: application/json;charset=utf-8: schema: $ref: '#/components/schemas/EntityTaskResponse' examples: Pending Task: $ref: '#/components/examples/PendingTask' EntityTaskStatusResponse: description: Response object for Task Status endpoint. content: application/json;charset=utf-8: schema: $ref: '#/components/schemas/EntityTaskStatusResponse' examples: Successful Entity Task: $ref: '#/components/examples/SuccessfulEntityTasks' Pending Task: $ref: '#/components/examples/PendingTasks' Bad Task: $ref: '#/components/examples/BadTasks' Failed Task: $ref: '#/components/examples/FailedTasks' EntityDecisionsResponse: description: Response object for Entity Decisions endpoint. content: application/json;charset=utf-8: schema: $ref: '#/components/schemas/EntityDecisionsResponse' examples: Entity Decisions: $ref: '#/components/examples/EntityDecisions' EntityUniverseResponse: description: Response object for FactSet Concordance Universe detail. content: application/json: schema: $ref: '#/components/schemas/EntityUniverseResponse' examples: CompanyUniverse: $ref: '#/components/examples/EntityUniverse' PeopleUniverseResponse: description: Response object for FactSet Concordance Universe detail. content: application/json: schema: $ref: '#/components/schemas/PeopleUniverseResponse' examples: CompanyUniverse: $ref: '#/components/examples/PeopleUniverse' EntityUniverseStatisticsResponse: description: Response object for mapping statistics for a universe content: application/json: schema: $ref: '#/components/schemas/EntityUniverseStatisticsResponse' universeStatisticsResponse: description: Response object for mapping statistics for a universe content: application/json: schema: $ref: '#/components/schemas/universeStatisticsResponse' UniversesResponse: description: Metadata on multiple universes content: application/json: schema: $ref: '#/components/schemas/UniversesResponse' UniverseMetaResponse: description: Metadata on a single universe content: application/json: schema: $ref: '#/components/schemas/UniverseMetaResponse' EntityMappingResponse: description: Single entity mapping content: application/json: schema: $ref: '#/components/schemas/EntityMappingResponse' PeopleMappingResponse: description: Single people mapping content: application/json: schema: $ref: '#/components/schemas/PeopleMappingResponse' examples: PeopleResponse: $ref: '#/components/examples/PeopleResponse' EntityResponse: description: Response object for FactSet Concordance Entity. content: application/json: schema: $ref: '#/components/schemas/EntityResponse' examples: EntityResponse: $ref: '#/components/examples/EntityResponse' SnowflakeEntityMatchResponse: description: >- Response object for the entity-match object in a snowflake friendly response model. content: application/json: schema: $ref: '#/components/schemas/SnowflakeEntityMatchResponse' SnowflakeEntityMappingResponse: description: Response object according to snowflake external function spec content: application/json: schema: $ref: '#/components/schemas/SnowflakeEntityMappingResponse' PeopleMatchResponse: description: Response containing People Match results. content: application/json;charset=utf-8: schema: $ref: '#/components/schemas/PeopleMatchesResponse' examples: People Matches: $ref: '#/components/examples/PeopleMatches' EntityMappingDeleteResponse: description: >- Response object for the entity-match object in a snowflake friendly response model. content: application/json: schema: $ref: '#/components/schemas/EntityMappingDeleteResponse' PeopleMappingDeleteResponse: description: Response object for the people-mapping-delete endpoint content: application/json: schema: $ref: '#/components/schemas/PeopleMappingDeleteResponse' examples: PeopleResponse: $ref: '#/components/examples/PeopleResponse' PeopleTaskResponse: description: OK. The People Task creation is submitted. content: application/json;charset=utf-8: schema: $ref: '#/components/schemas/PeopleTaskResponse' examples: Pending Task: $ref: '#/components/examples/PeopleTask' PeopleTaskStatusResponse: description: Response object for People Task Status endpoint. content: application/json;charset=utf-8: schema: $ref: '#/components/schemas/PeopleTaskStatusResponse' examples: Successful Entity Task: $ref: '#/components/examples/SuccessfulPeopleTasks' Pending Task: $ref: '#/components/examples/PendingTask1' Bad Task: $ref: '#/components/examples/BadTasks1' Failed Task: $ref: '#/components/examples/FailedTasks1' PeopleDecisionsResponse: description: Response object for People Decisions endpoint. content: application/json;charset=utf-8: schema: $ref: '#/components/schemas/PeopleDecisionsResponse' examples: People Decisions: $ref: '#/components/examples/PeopleDecisions' errorResponse: description: Error Response content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Not Found: $ref: '#/components/examples/NotFound' schemas: EntityMatchRequest: title: Entity Match Request description: Request object for a requesting multiple Entity Matches. type: object properties: input: type: array items: type: object properties: name: description: The Name of the entity to match. type: string example: Amazon clientId: description: > A unique identifier supplied by the user. ClientId is saved to the user's Concordance universe and will be used as the identifier for that entity within the universe. type: string example: abc-123 country: description: > ISO2 country code corresponding to the entity name that is used when evaluating candidates for a match. For a list of ISO Country codes, visit [OA 8754](https://my.apps.factset.com/oa/pages/8754). type: string maxLength: 2 minLength: 2 example: US state: description: > Two-character state code corresponding to the entity name that is used when evaluating candidates for a match. Currently, only US state codes are supported.Two character state or province code to filter on. type: string maxLength: 2 minLength: 2 example: CT url: description: > URL corresponding to the entity name that is used when evaluating candidates for a match. type: string example: www.amazon.com priority: description: Priority associated to the id. type: string enum: - CRITICAL - HIGH - MEDIUM - LOW example: HIGH bbgFigi: description: Name for the type Bloomberg Listing/Regional/Security ID. type: string example: BBG009S39JY5 bbgTicker: description: Name for the type Bloomberg Listing and Regional Ticker. type: string example: GOOGL UW bic: description: Name for type BICCode, bank indentification code type: string example: ABXXHKH1 cik: description: Name for the type CIK, Edgar Central Index Keys type: string example: 100331 crd: description: Name for the type CRD, Central Registration Depository type: string example: 149722 cusip: description: Name for the type CUSIP. type: string example: 02079K305 duns: description: Name for the type DUNS, Dun&Bradstreet. type: string example: 687741991 ein: description: Name for the type EmployerIdentificationNumber, EIN. type: string example: 953540776 factsetId: description: >- Name for the type FactSet Identifier, FactSet -E,-S,-R, -L Permanent Identifier. type: string example: 0013TZ-E fitch: description: Name for the type FitchCreditRating, Fitch Ratings Identifier. type: string example: 47504 gvkey: description: Name for the type GVKEY, Compustat Global Company Key. type: string example: 107481 gvkeyIid: description: >- Name for the type GVKEY+IID, Compustat Global Company Key and Issue Identifier. type: string example: 107481001 isin: description: Name for the type ISIN. type: string example: US02079K305 jcn: description: Name for the type JCN , Japanese Corporate Number. type: string example: 3120001077477 lei: description: Name for the type LegalEntityIdentifier, LEI. type: string example: 549300A6K7JX8EX2QZ33 lxid: description: Name for the type LXID, Markit Syndicated Loan Identifier. type: string example: LX113630 md: description: Name for the type MoodysIssuer, Moody's Ratings Identifier. type: string example: 823736553 redCode: description: Name for the type RedCode, Markit Reference Entity Identifier. type: string example: 4C933G rssd: description: Name for the type FederalReserveRSSDIdentifier, RSSD. type: string example: 1139297 sedol: description: Name for the type SEDOL. type: string example: BYZ5YB6 spr: description: Name for the type S&PRating, S&P Ratings Identifier. type: string example: 301939 ticker: description: Name for the type PriceTicker. type: string example: PriceTicker tickerExchange: description: Name for the type TickerExch. type: string example: GOOGL-NAS tickerRegion: description: Name for the type TickerRegion type: string example: GOOGL-US ukch: description: Name for the type UKCompanyHouse type: string example: CE012494 valoren: description: Name for the type VALOR, Valoren ("Valor") Identification. type: string example: 685558 wkn: description: Name for the type WKN, German Securities Identification. type: string example: A0MU9T additionalContext: description: > Any additional context information along with other input values that need to be saved for an entity during search. To be used by Managed Service for any unmapped records. This is applicable when saving the records with clientId and universeId specified. type: object additionalProperties: type: string maxProperties: 5 example: Address: 123 Main St Phone: 555-555-5555 City: New York required: - name minItems: 1 maxItems: 25 includeEntityType: description: > Three-character FactSet entity type code used to filter candidates in order to determine the final match result. Only candidates with an entity type specified will be considered for the final match result. Multiple types can be entered separated by commas |Entity Type Code|Entity Type Description|Entity Type Code|Entity Type Description| ||||| |ABS|Asset-Backed||MED|Broadcast Call Sign| |BAS|Business Association (JP)||MUC|Mutual Fd-Closed End| |CAC|Consolidated Accounting||MUE|Mutual Fd-ETF| |CMD|Commodity||MUT|Mutual Fd-Open End| |COL|College/University||NPO|Non-Profit Organization| |CUR|Currency||OPD|Operating Division| |ESP|Emp Stk Ownership Plan||OTH|Other| |EXT|Extinct||PEF|Pension Fund| |FAF|Family of Fds (VC/Pvt EQ)||PRO|Real Property| |FND|Foundation/Endowment||PUB|Public Company| |FNS|Financing Subsidiary/SPE||PVF|Private Eq Fd/Alt Invt| |FRX|ForEx||PVT|Private Company| |GOV|Government||SOV|Sovereign Wealth Fund| |HED|Hedge Fund||SUB|Subsidiary| |HOL|Holding Company||TRU|Trust/Trustee| |IDX|Index||UMB|Umbrella Fund| |VEN|Venture Capital Fund||JVT|Joint Venture| type: array items: type: string maxLength: 3 minLength: 3 example: PUB excludeEntityType: description: > Three-character FactSet entity type code used to filter candidates in order to determine the final match result. Candidates with an entity type specified will not be considered for the final match result. Multiple types can be entered separated by commas. |Entity Type Code|Entity Type Description|Entity Type Code|Entity Type Description| ||||| |ABS|Asset-Backed||MED|Broadcast Call Sign| |BAS|Business Association (JP)||MUC|Mutual Fd-Closed End| |CAC|Consolidated Accounting||MUE|Mutual Fd-ETF| |CMD|Commodity||MUT|Mutual Fd-Open End| |COL|College/University||NPO|Non-Profit Organization| |CUR|Currency||OPD|Operating Division| |ESP|Emp Stk Ownership Plan||OTH|Other| |EXT|Extinct||PEF|Pension Fund| |FAF|Family of Fds (VC/Pvt EQ)||PRO|Real Property| |FND|Foundation/Endowment||PUB|Public Company| |FNS|Financing Subsidiary/SPE||PVF|Private Eq Fd/Alt Invt| |FRX|ForEx||PVT|Private Company| |GOV|Government||SOV|Sovereign Wealth Fund| |HED|Hedge Fund||SUB|Subsidiary| |HOL|Holding Company||TRU|Trust/Trustee| |IDX|Index||UMB|Umbrella Fund| |VEN|Venture Capital Fund||JVT|Joint Venture| type: array items: type: string example: EXT maxLength: 3 minLength: 3 includeEntitySubType: description: > Two-character FactSet entity subtype code used to filter candidates in order to determine the final match result. Only candidates with an entity subtype specified will be considered for the final match result. Multiple types can be entered separated by commas. |Entity Subtype Code|Entity Subtype Description|Entity Subtype Code|Entity Subtype Description| ||||| |AR|Arbitrage|IC|Investment Company| |BM|Bank Investment Division|IN|Insurance Company| |BR|Broker|MF|Mutual Fund Manager| |CP|Corporate|ML|Master Ltd Part| |CU|Custodial|MM|Market Maker| |FF|Fund of Funds Manager|PB|Private Banking/Wealth Mgmt| |FH|Fund of Hedge Funds Manager|PF|Pension Fund Manager| |FO|Foundation/Endowment Manager|PP|Real Estate Manager| |FS|Fund Distributor|RE|Research Firm| |FU|Fund|SB|Subsidiary Branch| |FY|Family Office|ST|Stock Borrowing/Lending| |GV|Govt (Fed/Local/Agency)|SV|Sovereign Wealth Manager| |HF|Hedge Fund Manager|VC|Venture Capital/Pvt Equity| |IA|Investment Adviser| |IB|Investment Banking| type: array items: type: string example: PR maxLength: 2 minLength: 2 excludeEntitySubType: description: > Two-character FactSet entity subtype code used to filter candidates in order to determine the final match result. Candidates with an entity subtype specified will not be considered for the final match result. Multiple types can be entered separated by commas. |Entity Subtype Code|Entity Subtype Description|Entity Subtype Code|Entity Subtype Description| ||||| |AR|Arbitrage|IC|Investment Company| |BM|Bank Investment Division|IN|Insurance Company| |BR|Broker|MF|Mutual Fund Manager| |CP|Corporate|ML|Master Ltd Part| |CU|Custodial|MM|Market Maker| |FF|Fund of Funds Manager|PB|Private Banking/Wealth Mgmt| |FH|Fund of Hedge Funds Manager|PF|Pension Fund Manager| |FO|Foundation/Endowment Manager|PP|Real Estate Manager| |FS|Fund Distributor|RE|Research Firm| |FU|Fund|SB|Subsidiary Branch| |FY|Family Office|ST|Stock Borrowing/Lending| |GV|Govt (Fed/Local/Agency)|SV|Sovereign Wealth Manager| |HF|Hedge Fund Manager|VC|Venture Capital/Pvt Equity| |IA|Investment Adviser| |IB|Investment Banking| type: array items: type: string example: HF maxLength: 2 minLength: 2 includeParent: description: > Flag to include parent entities in the list of candidates. This parameter does not influence the match result. type: boolean default: false universeId: description: | The universeId to save this set of inputs to type: integer example: 1 required: - input EntityMappingRequest: type: object required: - universeId - clientId - clientName properties: universeId: description: The universe to save this mapping to. type: integer example: 1 clientId: description: >- A unique identifier supplied by the user. ClientId is saved to the user's Concordance universe and will be used as the identifier for that entity within the universe. type: string example: FDS-USA entityId: description: FactSet Entity Identifier mapped to the submitted entity. type: string example: 0016YD-E clientName: description: Name of entity to match. type: string example: FactSet clientCountry: description: ISO2 country code corresponding to the Entity name. type: string example: US minLength: 2 maxLength: 2 clientState: description: ISO Code of State or Province location to map Entity. type: string example: CT minLength: 2 maxLength: 2 clientUrl: description: URL corresponding to the entity name. type: string example: www.factset.com clientBbgFigi: description: >- User provided input for Bloomberg Listing/Regional/Security ID symbol type. type: string example: BBG009S39JY5 clientBbgTicker: description: >- User provided input for Bloomberg Listing and Regional Ticker symbol type. type: string example: GOOGL UW clientBic: description: >- User provided input for BICCode, bank indentification code symbol type. type: string example: ABXXHKH1 clientCik: description: User provided input for CIK, Edgar Central Index Keys symbol type. type: string example: 100331 clientCrd: description: >- User provided input for CRD, Central Registration Depository symbol type. type: string example: 149722 clientCusip: description: User provided input for CUSIP symbol type. type: string example: 02079K305 clientDuns: description: User provided input for DUNS, Dun&Bradstreet symbol type. type: string example: 687741991 clientEin: description: >- User provided input for EmployerIdentificationNumber, EIN symbol type. type: string example: 953540776 clientFactsetId: description: >- User provided input for FactSet Identifier, FactSet -E,-S,-R, -L Permanent Identifier symbol type. type: string example: 0013TZ-E clientFitch: description: >- User provided input for FitchCreditRating, Fitch Ratings Identifier symbol type. type: string example: 47504 clientGvkeyIid: description: >- User provided input for GVKEY+IID, Compustat Global Company Key and Issue Identifier symbol type. type: string example: 107481001 clientGvkey: description: >- User provided input for GVKEY, Compustat Global Company Key symbol type. type: string example: 107481 clientIsin: description: User provided input for ISIN symbol type. type: string example: US02079K305 clientJcn: description: User provided input for JCN , Japanese Corporate Number symbol type. type: string example: 3120001077477 clientLei: description: User provided input for LegalEntityIdentifier, LEI symbol type. type: string example: 549300A6K7JX8EX2QZ33 clientLxid: description: >- User provided input for LXID, Markit Syndicated Loan Identifier symbol type. type: string example: LX113630 clientMd: description: >- User provided input for MoodysIssuer, Moody's Ratings Identifier symbol type. type: string example: 823736553 clientTicker: description: User provided input for PriceTicker symbol type. type: string example: PriceTicker clientPriority: description: Name of the priority column as provided by the user. type: string example: HIGH clientRedCode: description: >- User provided input for RedCode, Markit Reference Entity Identifier symbol type. type: string example: 4C933G clientRssd: description: >- User provided input for FederalReserveRSSDIdentifier, RSSD symbol type. type: string example: 1139297 clientSedol: description: User provided input for SEDOL symbol type. type: string example: BYZ5YB6 clientSpr: description: User provided input for S&PRating, S&P Ratings Identifier. type: string example: 301939 clientTickerExchange: description: User provided input for TickerExch symbol type. type: string example: GOOGL-NAS clientTickerRegion: description: User provided input for TickerRegion symbol type type: string example: GOOGL-US clientUkch: description: User provided input for UKCompanyHouse symbol type type: string example: CE012494 clientValoren: description: >- User provided input for VALOR, Valoren ("Valor") Identification symbol type. type: string example: 685558 clientWkn: description: >- User provided input for WKN, German Securities Identification symbol type. type: string example: A0MU9T clientAdditionalContext: description: > Any additional context information that can be saved along with other input values for mapping. To be used by Managed Service for mapping any unmapped records. type: object additionalProperties: type: string maxProperties: 5 example: Address: 123 Main St Phone: 555-555-5555 City: New York PeopleMappingRequest: type: object required: - universeId - clientId - clientName properties: clientEntity: description: Used to describe the company of the person type: string example: Microsoft clientFirstName: description: Used to describe the first name of the person type: string example: William clientId: description: >- A unique identifier supplied by the user. ClientId is saved to the user's Concordance universe and will be used as the identifier for that entity within the universe. type: string example: BGA-123 clientLastName: description: Used to describe the last name of the person. type: string example: Gates clientMiddleName: description: Used to describe the middle name of the person. type: string example: Henry clientPersonName: description: Used to describe the name of the person type: string example: Bill Gates clientPriority: description: Used to indicate the priority of the person type: string example: HIGH clientSalutation: description: Used to indicate the salutation of the person type: string example: Mr clientSuffix: description: Used to indicate the suffix for the person's name type: string example: III clientAdditionalContext: description: > Any additional context information that can be saved along with other input values for mapping. To be used by Managed Service for mapping any unmapped records. type: object additionalProperties: type: string maxProperties: 5 example: Address: 123 Main St Phone: 555-555-5555 City: New York personId: description: A unique identifier used to identify a person. type: string example: 00118X-E universeId: description: >- A unique identifier supplied to a person to save the data into his/her universe. type: integer example: 1 EntityMappingDeleteRequest: type: object required: - universeId - clientId properties: universeId: description: The universe to save this mapping to. type: integer example: 1 clientId: description: >- A unique identifier supplied by the user. ClientId is saved to the user's Concordance universe and will be used as the identifier for that entity within the universe. type: array items: type: string minItems: 1 example: - abc-123 - dfg-456 EntityUniverseRequest: type: object required: - universeId properties: universeId: description: the id of the universe that entities come from type: integer example: 1 offset: description: starting row of the universe type: integer example: 0 limit: description: Limits the number of records in the response. type: integer maximum: 10000 example: 10 mapStatus: description: > Filter by the EPeople Decisions that have the specified mapStatus, where - * MAPPED - The requested Entity Name is successfully mapped to a FactSet Entity Id (-E) * UNMAPPED - The requested Entity Name is unmapped by FactSet. * INDETERMINATE - The requested Entity Name was unable to make a mapping. type: array items: type: string enum: - MAPPED - UNMAPPED - INDETERMINATE example: - MAPPED clientId: description: >- fetch only the mappings that has client id included in the specified list. type: array items: type: string example: - abc-123 - dfg-456 sort: description: fetch according to sort orders type: array items: type: string example: - clientId:asc - clientName:desc CreateUniverseRequest: type: object required: - universeName properties: universeName: description: Universe name type: string example: My Universe universeDescription: description: Universe description type: string example: This is my universe universeType: description: Universe type type: string example: ENTITY UpdateUniverseRequest: type: object required: - universeId properties: universeName: description: Universe name type: string example: My Universe universeDescription: description: Universe description type: string example: This is my universe universeId: description: Universe identifier type: integer example: 1 PeopleUniverseRequest: type: object required: - universeId properties: universeId: description: the id of the universe that entities come from type: integer example: 1 offset: description: starting row of the universe type: integer example: 0 limit: description: Limits the number of records in the response. type: integer example: 10 maximum: 10000 mapStatus: description: > Filter by the People Decisions that have the specified mapStatus, where - * MAPPED - The requested Entity Name is successfully mapped to a FactSet Entity Id (-E) * UNMAPPED - The requested Entity Name is unmapped by FactSet. * INDETERMINATE - The requested Entity Name was unable to make a mapping. type: array items: type: string enum: - MAPPED - UNMAPPED - INDETERMINATE example: - MAPPED clientId: description: >- fetch only the mappings that has client id included in the specified list. type: array items: type: string example: - abc-123 - dfg-456 sort: description: fetch according to sort orders type: array items: type: string example: - clientId:asc - clientPersonName:desc SnowflakeEntityMatchRequest: title: Snowflake Company Match Request type: object required: - data properties: data: description: Array of input rows type: array items: type: array description: One search row from Snowflake items: type: object example: 0 minItems: 2 example: - 0 - FactSet - US - CT - www.factset.com - 1 - 10 minItems: 1 maxItems: 25 SnowflakeEntityMappingRequest: title: Snowflake Entity Mapping Request type: object required: - data properties: data: description: Array of input rows type: array items: type: array items: type: object description: One entity mapping to save minItems: 4 example: - 0 - 123 - my_id - FactSet - 0016YD-E minItems: 1 maxItems: 10 PeopleMatchRequest: title: People Match Request description: Request object for a requesting multiple People Matches. type: object properties: input: type: array items: type: object properties: personName: description: The People name to match. type: string example: Bill Gates clientId: description: > A unique identifier supplied by the user. ClientId is saved to the user's Concordance universe and will be used as the identifier for that entity within the universe. type: string example: abc-123 salutation: description: > The salutation is same as the normal salutation we use .The salutation can be Mr, Mrs.The salutation should not be given along with personName. type: string example: Mr firstName: description: > The first name of the person. This field should not be given along with personName. type: string example: Bill middleName: description: > The middle name of the person. This field should not be given along with personName. type: string example: Henry lastName: description: > The last name of the person. This field should not be given along with personName. type: string example: Gates additionalContext: description: > Any additional context information along with other input values that need to be saved for an entity during search. To be used by Managed Service for any unmapped records. This is applicable when saving the records with clientId and universeId specified. type: object additionalProperties: type: string maxProperties: 5 example: Address: 123 Main St Phone: 555-555-5555 City: New York suffix: description: > The suffix of person's name. This field should not be given along with personName. type: string example: III entity: description: | The enity of the Person. type: string example: Microsoft universeId: description: | The universeId to save this set of inputs to type: integer example: 1 EntityMatchesResponse: title: Entity Matches Response description: Response object for Entity Matches. type: object properties: data: description: Candidate list of `Entity Match` objects. type: array items: $ref: '#/components/schemas/EntityMatch' EntityTaskResponse: title: Entity Task Response type: object properties: data: $ref: '#/components/schemas/EntityTaskStatus' PeopleTaskResponse: title: People Task Response type: object properties: data: $ref: '#/components/schemas/PeopleTask' EntityTaskStatusResponse: title: Entity Task Status Response type: object properties: data: description: Array of Concordance Entity Task `Status` objects. type: array items: $ref: '#/components/schemas/EntityTaskStatus' EntityDecisionsResponse: title: Entity Decisions Response type: object properties: data: description: Array of `Entity Match` objects. type: array items: $ref: '#/components/schemas/EntityMatch' PeopleDecisionsResponse: title: People Decisions Response type: object properties: data: description: Array of `People Decisions` objects. type: array items: $ref: '#/components/schemas/PeopleDecisions' EntityUniverseResponse: title: Entity Universe Response type: object properties: data: type: array items: $ref: '#/components/schemas/EntityMapping' PeopleUniverseResponse: title: People Universe Response type: object properties: data: type: array items: $ref: '#/components/schemas/PeopleMapping' EntityResponse: title: Entity Response type: object properties: data: $ref: '#/components/schemas/EntityMapping' EntityMappingResponse: title: Entity Mapping Response type: object properties: data: $ref: '#/components/schemas/EntityMapping' PeopleMappingResponse: title: People Mapping Response type: object properties: data: $ref: '#/components/schemas/PeopleMapping' UniverseMetaResponse: title: Metadata for a single universe type: object properties: data: $ref: '#/components/schemas/Universe' EntityUniverseStatisticsResponse: title: Entity Mapping Statistics Response type: object properties: data: type: array items: $ref: '#/components/schemas/UniverseStatistics' universeStatisticsResponse: title: Universe Statistics Response type: object properties: data: type: array items: $ref: '#/components/schemas/universeStatistics' UniversesResponse: title: Metadata on multiple universes type: object properties: data: type: array items: $ref: '#/components/schemas/UniverseMeta' SnowflakeEntityMatchResponse: title: Snowflake Entity Search Response type: object example: data: - clientCountry: us, clientId: null, clientName: apple, clientState: ca, clientUrl: www.apple.com, confidenceScore: 1.0, countryCode: us, countryName: United States, entityId: 000C7F-E, entityName: Apple, Inc., entitySubTypeCode: CP, entityTypeCode: PUB, entityTypeDescription: Public Company, factsetIndustryCode: 1320, factsetIndustryName: Telecommunications Equipment, factsetSectorCode: 1300, factsetSectorName: Electronic Technology, locationCity: Cupertino, mapStatus: MAPPED, matchFlag: true, nameMatchSource: Proper/ Legal Name, nameMatchString: apple inc, parentMatchFlag: false, parentName: null, regionName: North America, rowIndex: 0, sicCode: 3663, similarityScore: 1.0, stateCode: ca, stateName: California, universeId: 10, taskId: null, url: www.apple.com, clientAdditionalContext: Address - clientCountry: null, clientId: null, clientName: factset, clientState: null, clientUrl: null, confidenceScore: 1.0, countryCode: us, countryName: United States, entityId: 0016YD-E, entityName: FactSet Research Systems, Inc., entitySubTypeCode: CP, entityTypeCode: PUB, entityTypeDescription: Public Company, factsetIndustryCode: 3305, factsetIndustryName: Data Processing Services, factsetSectorCode: 3300, factsetSectorName: Technology Services, locationCity: Norwalk, mapStatus: MAPPED, matchFlag: true, nameMatchSource: Domain Name, nameMatchString: factset, parentMatchFlag: false, parentName: null, regionName: North America, rowIndex: 1, sicCode: 7374, similarityScore: 1.0, stateCode: ct, stateName: Connecticut, universeId: 10, taskId: null, url: www.factset.com clientAdditionalContext: Address properties: data: type: array items: type: array items: type: object description: JSON body to be parsed by snowflake SnowflakeEntityMappingResponse: title: Snowflake Entity Mapping Response type: object example: data: - - 0 - clientBbgFigi: clientBbgTicker: clientBic: clientCik: clientCountry: US clientCrd: clientCusip: clientDuns: clientEin: clientFitch: clientId: '1004_1' clientIsin: clientLei: clientMd: clientName: IBM clientPriority: clientRssd: clientSedol: clientSpr: clientState: NY clientTicker: clientTickerExchange: clientTickerRegion: clientUkch: clientUrl: www.ibm.com clientValoren: clientWkn: clientJcn: clientGvkeyIid: clientGvkey: clientLxid: clientRedCode: clientFactsetId: createdTime: '2023-01-31T18:21:28.853822+00:00' entityId: 000N1N-E entityName: International Business Machines Corp. mapStatus: MAPPED universeId: 1241 updatedTime: '2023-04-10T17:29:31.128197+00:00' clientAdditionalContext: Address - - 1 - clientBbgFigi: clientBbgTicker: clientBic: clientCik: clientCountry: clientCrd: clientCusip: clientDuns: clientEin: clientFitch: clientId: '1004_2' clientIsin: clientLei: clientMd: clientName: Wayfair clientPriority: clientRssd: clientSedol: clientSpr: clientState: clientTicker: clientTickerExchange: clientTickerRegion: clientUkch: clientUrl: clientValoren: clientWkn: clientJcn: clientGvkeyIid: clientGvkey: clientLxid: clientRedCode: clientFactsetId: createdTime: '2023-01-31T18:21:28.853822+00:00' entityId: entityName: mapStatus: UNMAPPED universeId: 1241 updatedTime: '2023-04-10T17:29:47.400250+00:00' clientAdditionalContext: Address properties: data: type: array items: type: array description: Array of response rows corresponding to the inputs items: type: object description: > Results for a single input row. Of the format [int, EntityMapping] description: JSON body to be parsed by snowflake EntityMappingDeleteResponse: title: Entity Delete Mapping Response type: object properties: data: description: >- Array of `Entity Mapping` objects that have been successfully deleted. type: array items: $ref: '#/components/schemas/EntityMapping' PeopleMappingDeleteResponse: title: People Delete Mapping Response type: object properties: data: description: >- Array of `People Mapping` objects that have been successfully deleted. type: array items: $ref: '#/components/schemas/PeopleMapping' PeopleMatchesResponse: title: People Matches Response description: Response object for People Matches. type: object properties: data: description: Candidate list of `People Match` objects. type: array items: $ref: '#/components/schemas/PeopleMatch' PeopleTaskStatusResponse: title: People Task Status Response type: object properties: data: description: Array of Concordance People Task `Status` objects. type: array items: $ref: '#/components/schemas/PeopleTaskStatus' errorResponse: title: Error Response type: object properties: status: description: Status. type: string example: Bad Request timestamp: description: Timestamp in yyyy-mm-ddThh:mm:ss.sss format. type: string example: '2019-11-01T11:09:41.918' format: date-time path: description: The Endpoint path {package}/version/{endpoint} type: string example: /factset-concordance/v2/entity-match message: description: The plain text error message. type: string example: Validation Error subErrors: description: Sub-errors related to the error message. Null if not applicable. type: object properties: object: description: the operation ID type: string field: description: Parameter Field Name type: string message: description: Error message type: string rejectedValue: description: Rejected Values in an Array type: array items: type: string EntityMatch: title: Entity Match description: | Entity Match object showing the decision reached for each Entity. type: object properties: taskId: description: > Identifier denoting a specific Concordance task submitted by the user. This value will be null for /entity-match endpoint responses and is only available when using the "Bulk" workflow. type: integer example: 31 nullable: true universeId: description: The id of the universe that entities should be mapped to type: integer example: 1 nullable: true clientId: description: >- Unique Identifer provided by the user in the request to represent the entity Name being requested. type: string example: abc-123 nullable: true clientBbgFigi: description: >- Name of the column as provided by the user - Bloomberg Listing/Regional/Security ID. type: string example: BloombergId nullable: true clientBbgTicker: description: >- Name of the column as provided by the user - Bloomberg Listing and Regional Ticker. type: string example: GOOGL UW nullable: true clientBic: description: >- Name of the column as provided by the user - BICCode, bank indentification code type: string example: BICCode nullable: true clientCik: description: >- Name of the column as provided by the user - CIK, Edgar Central Index Keys type: string example: 100331 nullable: true clientCountry: description: ISO2 country code specified in the request. type: string example: US nullable: true clientCrd: description: >- Name of the column as provided by the user - CRD, Central Registration Depository type: string example: 149722 nullable: true clientCusip: description: Name of the column as provided by the user - CUSIP. type: string example: 02079K305 nullable: true clientDuns: description: Name of the column as provided by the user - DUNS, Dun&Bradstreet. type: string example: 687741991 nullable: true clientEin: description: >- Name of the column as provided by the user - EmployerIdentificationNumber, EIN. type: string example: 953540776 nullable: true clientFactsetId: description: >- Name of the column as provided by the user - FactSet Identifier, FactSet -E,-S,-R, -L Permanent Identifier. type: string example: 0013TZ-E nullable: true clientFitch: description: >- Name of the column as provided by the user - FitchCreditRating, Fitch Ratings Identifier. type: string example: 47504 nullable: true clientGvkey: description: >- Name of the column as provided by the user - GVKEY, Compustat Global Company Key. type: string example: 107481 nullable: true clientGvkeyIid: description: >- Name of the column as provided by the user - GVKEY+IID, Compustat Global Company Key and Issue Identifier. type: string example: 107481001 nullable: true clientIsin: description: Name of the column as provided by the user - ISIN. type: string example: ISIN nullable: true clientJcn: description: >- Name of the column as provided by the user - JCN , Japanese Corporate Number. type: string example: 3120001077477 nullable: true clientLei: description: >- Name of the column as provided by the user - LegalEntityIdentifier, LEI. type: string example: 549300A6K7JX8EX2QZ33 nullable: true clientLxid: description: >- Name of the column as provided by the user - LXID, Markit Syndicated Loan Identifier. type: string example: LX113630 nullable: true clientMd: description: >- Name of the column as provided by the user - MoodysIssuer, Moody's Ratings Identifier. type: string example: 823736553 nullable: true clientName: description: Name of the entity to match as specified in the request type: string example: factset nullable: true clientPriority: description: Name of the priority column as provided by the user. type: string example: HIGH nullable: true clientRedCode: description: >- Name of the column as provided by the user - RedCode, Markit Reference Entity Identifier. type: string example: 4C933G nullable: true clientRssd: description: >- Name of the column as provided by the user - FederalReserveRSSDIdentifier, RSSD. type: string example: 1139297 nullable: true clientSedol: description: Name of the column as provided by the user - SEDOL. type: string example: SEDOL nullable: true clientSpr: description: >- Name of the column as provided by the user - S&PRating, S&P Ratings Identifier. type: string example: 301939 nullable: true clientState: description: State code specified in the request. type: string example: CT nullable: true clientTicker: description: Name of the column as provided by the user - PriceTicker. type: string example: PriceTicker nullable: true clientTickerExchange: description: Name of the column as provided by the user - TickerExch. type: string example: GOOGL-NAS nullable: true clientTickerRegion: description: Name of the column as provided by the user - TickerRegion type: string example: GOOGL-US nullable: true clientUkch: description: Name of the column as provided by the user - UKCompanyHouse type: string example: CE012494 nullable: true clientUrl: description: URL specified in the request. type: string example: www.factset.com nullable: true clientValoren: description: >- Name of the column as provided by the user - VALOR, Valoren ("Valor") Identification. type: string example: 685558 nullable: true clientWkn: description: >- Name of the column as provided by the user - WKN, German Securities Identification. type: string example: A0MU9T nullable: true clientAdditionalContext: description: > Any additional context column along with their values in the input file or single search. To be used by Managed Service for any unmapped records. type: object additionalProperties: type: string example: Address: 123 Main St Phone: 555-555-5555 City: New York symbolMatchType: description: Source type of the Symbol that matched type: string example: SEDOL nullable: true rowIndex: description: Row number for match in the request or input file. type: integer nullable: true matchFlag: description: Flag denoting if the row is a match. type: boolean nullable: true entityId: description: > FactSet Entity Identifier of the entity matched respective to the requested Name submitted. For more detail, visit [FactSet Permanent Security Identifier](https://oa.apps.factset.com/cms/oaAttachment/64c3213a-f415-4c27-a336-92c73a72deed/24881) type: string nullable: true entityName: description: Full name corresponding to the matched entity. type: string example: FactSet Research Systems, Inc. nullable: true url: description: URL of the matched entity. type: string example: www.factset.com nullable: true mapStatus: description: | Concordance status of the submitted, where - * MAPPED - The requested Entity Name is successfully mapped to a FactSet Entity Id (-E) * UNMAPPED - The requested Entity Name is unmapped by FactSet. * INDETERMINATE - The requested Entity Name has unable to make a mapping. type: string enum: - MAPPED - UNMAPPED - INDETERMINATE example: MAPPED nullable: true similarityScore: description: > Probability of the match being similar to the entity requested as determined by the Concordance algorithm. A similarityScore of 1 is the highest level of similarity. type: number format: double example: 1 nullable: true confidenceScore: description: > Additional statistic calculated by the algorithm that is used to ensure the validity of the match result. A confidenceScore of 1 is the highest level of confidence. type: number format: double example: 1 nullable: true countryCode: description: >- ISO2 country code corresponding to the location of the matched entity. type: string example: US nullable: true countryName: description: Country name corresponding to the location of the matched entity type: string example: United States nullable: true stateCode: description: >- Two character state code corresponding to the location of the matched entity. type: string example: CT nullable: true stateName: description: State name corresponding to the location of the matched entity. type: string example: Connecticut nullable: true sicCode: description: Standard Industrial Classification (SIC) Code of the matched entity. type: string example: 7374 nullable: true entityTypeCode: description: >- Code representing the entity type of the matched entity. See the related request parameter for a table of all Codes and their respective descriptions. type: string example: PUB nullable: true entityTypeDescription: description: Description of of the matched entity's type. type: string example: Public Company nullable: true entitySubTypeCode: description: >- Code representing the entity subtype of the matched entity. See the related request parameter for a table of all Codes and their respective descriptions. type: string example: PR nullable: true locationCity: type: string example: Norwalk nullable: true description: City where the matched entity is located. regionName: description: Region where the matched entity is located. type: string example: North America nullable: true factsetIndustryCode: description: FactSet Industry Classification Code of the matched entity. type: string example: 3305 nullable: true factsetIndustryName: description: Name of the matched entity's FactSet Industry Classification. type: string example: Data Processing Services nullable: true factsetSectorCode: description: Name of the matched entity's FactSet Sector Classification Code. type: string example: 3300 nullable: true factsetSectorName: description: Name of the matched entity's FactSet Sector Classification. type: string example: Technology Services nullable: true parentName: description: Name of the matched entity's parent entity. type: string nullable: true parentMatchFlag: description: >- Flag denoting that the matched entity is the parent of another match. type: boolean example: false nullable: true nameMatchString: description: >- String on which the Concordance algorithm mapped the submitted entity. type: string example: factset nullable: true nameMatchSource: description: Type of name that the nameMatchString matched. type: string example: Domain Name nullable: true EntityTaskStatus: title: Entity Task Status description: > Concordance Entity Task Status object. Shows the settings and status of a taskId and some statistics on the matches. type: object properties: taskId: description: >- Identifier denoting a specific Concordance task submitted by the user. type: integer example: 31 nullable: true taskName: description: User-defined name for the task used to name the output file. type: string example: test31 nullable: true taskAction: description: Action status for the Concordance Task process. type: string example: processfile nullable: true status: description: >- Status of the Concordance Task. If the value is "SUCCESS", you can move to the subsequent /entity-decisions endpoint to retrieve the results. type: string enum: - PENDING - IN_PROGRESS - SUCCESS - FAILURE - BAD_REQUEST - ABORTED nullable: true inputFile: description: | The input file is posted as a file object in the form. type: string example: test31.csv nullable: true clientIdColumn: description: >- Name of the column in the input file that contains a unique identifier supplied by the user. type: string example: ClientId nullable: true priorityColumn: description: > Header Name of the column in the inputfile that contains the priority for the client id type: string example: Priority nullable: true bbgFigiColumn: description: >- Header Name of the column in the input file for the type Bloomberg Listing/Regional/Security ID. type: string example: BloombergId nullable: true bbgTickerColumn: description: >- Header Name of the column in the input file for the type Bloomberg Listing and Regional Ticker. type: string example: BloombergTicker nullable: true bicColumn: description: >- Header Name of the column in the input file for the type BICCode, bank indentification code. type: string example: BICCode nullable: true cikColumn: description: >- Header Name of the column in the input file for the type CIK, Edgar Central Index Keys. type: string example: CIK nullable: true crdColumn: description: >- Header Name of the column in the input file for the type CRD, Central Registration Depository. type: string example: CRD nullable: true cusipColumn: description: Header Name of the column in the input file for the type CUSIP. type: string example: CUSIP nullable: true dunsColumn: description: >- Header Name of the column in the input file for the type DUNS, Dun&Bradstreet. type: string example: Dun&Bradstreet nullable: true einColumn: description: >- Header Name of the column in the input file for the type EmployerIdentificationNumber, EIN. type: string example: EmployerIdentificationNumber nullable: true factsetIdColumn: description: >- Header Name of the column in the input file for the type FactSet Identifier - `FactSet -E,-S,-R, -L Permanent Identifier. type: string example: FactSet Identifier nullable: true fitchColumn: description: >- Header Name of the column in the input file for the type FitchCreditRating, Fitch Ratings Identifier. type: string example: FitchCreditRating nullable: true gvkeyColumn: description: >- Header Name of the column in the input file for the type GVKEY - Compustat Global Company Key. type: string example: GVKey nullable: true gvkeyIidColumn: description: >- Header Name of the column in the input file for the type GVKEY+IID - Compustat Global Company Key and Issue Identifier. type: string example: GVKey+Iid nullable: true isinColumn: description: Header Name of the column in the input file for the type ISIN. type: string example: ISIN nullable: true jcnColumn: description: >- Header Name of the column in the input file for the type JCN - Japanese Corporate Number. type: string example: JCN nullable: true leiColumn: description: >- Header Name of the column in the input file for the type LegalEntityIdentifier, LEI. type: string example: LegalEntityIdentifier nullable: true lxidColumn: description: >- Header Name of the column in the input file for the type LXID - Markit Syndicated Loan Identifier. type: string example: LXID nullable: true mdColumn: description: >- Header Name of the column in the input file for the type MoodysIssuer, Moody's Ratings Identifier. type: string example: MoodysIssuer nullable: true redCodeColumn: description: >- Header Name of the column in the input file for the type Red Code - Markit Reference Entity Identifier. type: string example: Red Code nullable: true rssdColumn: description: >- Header Name of the column in the input file for the type FederalReserveRSSDIdentifier, RSSD. type: string example: FederalReserveRSSDIdentifier nullable: true sedolColumn: description: Header Name of the column in the input file for the type SEDOL. type: string example: SEDOL nullable: true sprColumn: description: >- Header Name of the column in the input file for the type S&PRating, S&P Ratings Identifier type: string example: SPRating nullable: true tickerColumn: description: >- Header Name of the column in the input file for the type PriceTicker. type: string example: PriceTicker nullable: true tickerExchangeColumn: description: Header Name of the column in the input file for the type TickerExch. type: string example: TickerExch nullable: true tickerRegionColumn: description: >- Header Name of the column in the input file for the type TickerRegion. type: string example: TickerRegion nullable: true ukchColumn: description: >- Header Name of the column in the input file for the type UKCompanyHouse. type: string example: UKCompanyHouse nullable: true valorenColumn: description: >- Header Name of the column in the input file for the type VALOR, Valoren ("Valor") Identification. type: string example: VALOR nullable: true wknColumn: description: >- Header Name of the column in the input file for the type WKN, German Securities Identification. type: string example: WKN nullable: true nameColumn: description: >- Name of the column in the input file that contains the entity name to be matched. type: string example: Name nullable: true countryColumn: description: > Name of the column in the input file that contains the ISO2 country code corresponding to the entity name. The country code is used when evaluating candidates for a match. type: string example: Country nullable: true stateColumn: description: > Name of the column in the input file that contains the Two-character state code corresponding to the entity name. The state code is used when evaluating candidates for a match. type: string example: State nullable: true urlColumn: description: > Name of the column in the input file that contains the URL corresponding to the entity name. The URL is used when evaluating candidates for a match. type: string example: URL nullable: true additionalContextColumns: description: > Comma separated list of any additional column names in the input file. To be used by Managed Service for any unmapped records. type: array maxItems: 5 items: type: string example: - Address - Phone - City hasResult: description: Flag denoting the taskId has a result. type: boolean example: true nullable: true taskSubmitTime: description: Time the Task was submitted in UTC. type: string format: date-time example: 2020-06-24T22:02:21Z nullable: true message: description: Textual message for the status. type: string example: Waiting for the input file nullable: true inputCount: description: Number of records in the Input File. type: integer example: 11 nullable: true mappedCount: description: Number of records with status of MAPPED the Input File. type: integer example: 8 nullable: true unmappedCount: description: Number of records with status of UNMAPPED the Input File. type: integer example: 2 nullable: true indeterminateCount: description: Number of records with status of INDETERMINATE the Input File. type: integer example: 1 nullable: true processStartTime: description: Process start time in UTC. type: string format: date-time example: 2020-07-03T15:12:06.722000Z nullable: true processDuration: description: Process duration in seconds. type: number format: double example: 1.51603 nullable: true tryCount: description: Number of tries made so far for the request. type: integer example: 3 nullable: true decisionRate: description: Percentage of mapped entities in the Input File. type: number format: double example: 0.7272727272727273 nullable: true error: type: string nullable: true errorTitle: type: string nullable: true includeEntityType: description: | Requested Entity types to include. type: array items: type: string example: PUB nullable: true excludeEntityType: description: | Requested Entity types to exclude. type: array items: type: string example: EXT nullable: true includeEntitySubType: description: | Requested Entity subtypes to include. type: array items: type: string example: PR nullable: true excludeEntitySubType: description: | Requested Entity subtypes to exclude. type: array items: type: string example: IB nullable: true userSerial: description: user-serial of the person who initiated the entity task. type: string example: FDSQAR_C-000000 nullable: true userFullName: description: | Full name of the person associated with the `userSerial`. type: string example: Jane Smith nullable: true universeId: description: | The universe id this task was submitted to. type: integer example: 1 nullable: true universeName: description: | The name of the universe this task was submitted to. type: string example: My Universe nullable: true EntityMapping: title: Entity Mapping description: > Concordance Company Entity Mapping object. Shows the mapping detail related to user's universe. type: object properties: entityId: description: >- FactSet Entity Identifier of the entity matched to the submitted entity type: string example: 00456-E nullable: true entityName: description: Full name corresponding to the matched entity. type: string example: FactSet Inc. nullable: true clientId: description: User-defined unique identifier provided by the user in the request type: string example: abc-1234 nullable: true clientName: description: Name of the entity to match as specified in the request. type: string example: factset nullable: true clientCountry: description: ISO2 country code specified in the request type: string example: us nullable: true clientState: description: State code specified in the request type: string example: ct nullable: true clientPriority: description: Priority associated to the id. type: string example: HIGH nullable: true clientBbgFigi: description: >- Name as provided by the user for the type Bloomberg listing/regional/security id. type: string example: BBG009S39JY5 nullable: true clientBbgTicker: description: >- Name as provided by the user for the type Bloomberg listing and regional ticker. type: string example: GOOGL UW nullable: true clientBic: description: >- Name as provided by the user for the type BIC - Bank Indentification Code. type: string example: ABXXHKH1 nullable: true clientCik: description: >- Name as provided by the user for the type CIK - Edgar Central Index Keys. type: string example: 100331 nullable: true clientCrd: description: >- Name as provided by the user for the type CRD - Central Registration Depository. type: string example: 149722 nullable: true clientCusip: description: Name as provided by the user for the type CUSIP. type: string example: 02079K305 nullable: true clientDuns: description: >- Name as provided by the user for the type DUNS - Dun & Bradstreet Data Universal Numbering System. type: string example: 687741991 nullable: true clientEin: description: >- Name as provided by the user for the type EIN - Employer Identification Number. type: string example: 953540776 nullable: true clientFactsetId: description: >- Name as provided by the user for the type FactSet Identifier, FactSet -E,-S,-R, -L Permanent Identifier. type: string example: 0013TZ-E nullable: true clientFitch: description: >- Name as provided by the user for the type Fitch - Fitch Ratings Identifier. type: string example: 47504 nullable: true clientGvkey: description: >- Name as provided by the user for the type GVKEY, Compustat Global Company Key. type: string example: 107481 nullable: true clientGvkeyIid: description: >- Name as provided by the user for the type GVKEY+IID, Compustat Global Company Key and Issue Identifier. type: string example: 107481001 nullable: true clientIsin: description: >- Name as provided by the user for the type ISIN - International Securities Identification Number. type: string example: US02079K305 nullable: true clientJcn: description: >- Name as provided by the user for the type JCN , Japanese Corporate Number. type: string example: 3120001077477 nullable: true clientLei: description: >- Name as provided by the user for the type LEI - Legal Entity Identifier. type: string example: 549300A6K7JX8EX2QZ33 nullable: true clientLxid: description: >- Name as provided by the user for the type LXID, Markit Syndicated Loan Identifier. type: string example: LX113630 nullable: true clientMd: description: >- Name as provided by the user for the type Moody's ratings identifier. type: string example: 823736553 nullable: true clientRedCode: description: >- Name as provided by the user for the type RedCode, Markit Reference Entity Identifier. type: string example: 4C933G nullable: true clientRssd: description: >- Name as provided by the user for the type RSSD - Federal Reserve RSSD Identifier. type: string example: 1139297 nullable: true clientSedol: description: Name as provided by the user for the type SEDOL. type: string example: BYZ5YB6 nullable: true clientSpr: description: Name as provided by the user for the type S&P ratings identifier. type: string example: 301939 nullable: true clientTicker: description: Name as provided by the user for the type price ticker. type: string example: GOOGL nullable: true clientTickerExchange: description: Name as provided by the user for the type ticker exchange. type: string example: GOOGL-NAS nullable: true clientTickerRegion: description: Name as provided by the user for the type ticker region. type: string example: GOOGL-US nullable: true clientUkch: description: >- Name as provided by the user for the type UK company house identifier. type: string example: CE012494 nullable: true clientValoren: description: >- Name as provided by the user for the type Valoren - Valor Identification. type: string example: 685558 nullable: true clientWkn: description: >- Name as provided by the user for the type WKN - German Securities Identification. type: string example: A0MU9T nullable: true clientAdditionalContext: description: > Any additional context column along with their values in the input file or single search. To be used by Managed Service for any unmapped records. type: object additionalProperties: type: string example: Address: 123 Main St Phone: 555-555-5555 City: New York clientUrl: description: URL specified in the request type: string example: www.factset.com nullable: true createdTime: description: Time when entity was created in UTC. type: string format: date-time example: 2020-06-24T22:02:21Z nullable: true updatedTime: description: Time when the submitted entity was last updated in UTC. type: string format: date-time example: 2020-06-24T22:02:21Z nullable: true mapStatus: description: Current status of the entity mapping. type: string nullable: true enum: - MAPPED - UNMAPPED - INDETERMINATE universeId: description: | The universe this mapping belongs to. Only set in v2 endpoints type: integer example: 1 nullable: true PeopleMapping: title: People Mapping description: > Concordance People Mapping object. Shows the mapping detail related to user's universe. type: object properties: clientEntity: description: It describes the name of the company type: string example: Microsoft nullable: true clientFirstName: description: It indicates the full name of the client. type: string example: William nullable: true clientId: description: User-defined unique identifier provided by the user in the request type: string example: BGA-123 nullable: true clientLastName: description: It indicates last name of the client. type: string example: Gates nullable: true clientMiddleName: description: It indicates middle name of the client. type: string example: Henry nullable: true clientPersonName: description: It indiactes the name of the client type: string example: Bill Gates nullable: true clientPriority: description: It indiactes the priority value of the client. type: string example: HIGH nullable: true clientSalutation: description: It indicates the client's salutation. type: string example: Mr nullable: true clientSuffix: description: It indicates the suffix for the client. type: string example: III nullable: true clientAdditionalContext: description: > Any additional context information that can be saved along with other input values for mapping. To be used by Managed Service for mapping any unmapped records. type: object additionalProperties: type: string maxProperties: 5 example: Address: 123 Main St Phone: 555-555-5555 City: New York createdTime: description: It indicates the time of the creation type: string format: date-time example: 2020-06-24T22:02:21Z nullable: true mapStatus: description: Current status of the people mapping. type: string enum: - MAPPED - UNMAPPED - INDETERMINATE example: MAPPED nullable: true personId: description: | Helps to identify a person by using an unique indiactor type: string example: 00118X-E nullable: true personName: description: It indiactes the full name of the client type: string example: GATES WILLIAM H III nullable: true universeId: description: | The universe this mapping belongs to. Only set in v2 endpoints type: integer example: 1 nullable: true updatedTime: description: It indicates the time of the updation type: string format: date-time example: 2020-06-24T22:02:21Z nullable: true UniverseStatistics: title: Universe Statistics description: Mapping statistics for a given universe type: object properties: totalCount: type: integer example: 10 nullable: true mappedCount: type: integer example: 8 nullable: true unmappedCount: type: integer example: 1 nullable: true indeterminateCount: type: integer example: 1 nullable: true universeId: type: integer example: 1 nullable: true universeStatistics: title: Universe Statistics description: Mapping statistics for a given universe type: object properties: totalCount: type: integer example: 10 nullable: true mappedCount: type: integer example: 8 nullable: true unmappedCount: type: integer example: 1 nullable: true indeterminateCount: type: integer example: 1 nullable: true universeId: type: integer example: 1 nullable: true MapStatus: description: Status of an entity mapping type: string example: MAPPED enum: - MAPPED - UNMAPPED - INDETERMINATE UniverseMeta: title: Universe Meta description: Metadata about a single universe type: object properties: universeId: description: The universe identifier type: integer example: 1 nullable: true universeName: description: The user specified universe name type: string example: My Universe nullable: true universeDescription: description: The user specified universe description type: string example: This is a universe nullable: true universeType: description: The user specified universe type. type: string example: ENTITY nullable: true selfManaged: description: >- False if the universe is managed by FactSet Managed Service, True otherwise type: boolean example: true nullable: true createdBy: description: The user who created the universe type: string example: FDSQAR_C-000000 nullable: true createdOn: description: When the universe was created type: string format: date-time example: '2020-01-01T00:00:00.000' nullable: true updatedBy: description: The user who most recently updated the universe metadata type: string example: FDSQAR_C-000000 nullable: true updatedOn: description: When the universe metadata was most recently updated type: string format: date-time example: '2020-01-01T00:00:00.000' nullable: true Universe: title: Universe Meta description: Metadata about a single universe type: object properties: universeId: description: The universe identifier type: integer example: 1 nullable: true universeName: description: The user specified universe name type: string example: My Universe nullable: true universeDescription: description: The user specified universe description type: string example: This is a universe nullable: true universeType: description: The user specified universe entity. type: string example: ENTITY nullable: true selfManaged: description: >- False if the universe is managed by FactSet Managed Service, True otherwise type: boolean example: true nullable: true createdBy: description: The user who created the universe type: string example: FDSQAR_C-000000 nullable: true createdOn: description: When the universe was created type: string format: date-time example: '2020-01-01T00:00:00.000' nullable: true updatedBy: description: The user who most recently updated the universe metadata type: string example: FDSQAR_C-000000 nullable: true updatedOn: description: When the universe metadata was most recently updated type: string format: date-time example: '2020-01-01T00:00:00.000' nullable: true PeopleMatch: title: People Match description: | People Match object showing the decision reached for each Entity. type: object properties: taskId: description: > Identifier denoting a specific Concordance task submitted by the user. This value will be null for /people-match endpoint responses and is only available when using the "Bulk" workflow. type: integer example: 31 nullable: true activeRole: description: This tells whether the person is now active in the entity type: string example: true nullable: true clientEntity: description: | The entity for which the person is working. type: string example: Factset nullable: true clientFirstName: description: >- First Name provided in the input file which is used in the `people-task` endpoint type: string example: Elon nullable: true clientLastName: description: >- Last Name provided in the input file which is used in the `people-task` endpoint type: string example: Musk nullable: true clientMiddleName: description: >- Middle Name provided in the input file which is used in the `people-task` endpoint type: string example: Federick nullable: true clientSalutation: description: >- Salutation provided in the input file which is used in the `people-task` endpoint type: string example: Mr nullable: true clientSuffix: description: >- Suffix provided in the input file which is used in the `people-task` endpoint type: string example: Sir nullable: true clientPriority: description: >- Priority provided in the input file which is used in the `people-task` endpoint type: string example: HIGH nullable: true clientPersonName: description: The person name as provided in request. type: string example: Phil Snow nullable: true clientAdditionalContext: description: > Any additional context column along with their values in the input file or single search. To be used by Managed Service for any unmapped records. type: object additionalProperties: type: string example: Address: 123 Main St Phone: 555-555-5555 City: New York firstName: description: The first name of the client. type: string example: Frederick nullable: true personId: description: The id of the person. type: string example: 0DPHLH-E nullable: true lastName: description: The last name of the person. type: string example: Snow nullable: true middleName: description: The middle name of the client. type: string example: Philip nullable: true suffix: description: The suffix in the name of the person type: string example: III nullable: true salutation: description: Title of a person's name type: string example: Mr. nullable: true personName: description: Full name of the person matched type: string example: GATES WILLIAM H III nullable: true email: description: Email of the person type: string example: abc@efg.com nullable: true clientId: description: User defined person id provided when matched with FactSet person. type: string example: abc-123 nullable: true entity: description: Full name corresponding to the matched entity. type: string example: FACTSET RESEARCH SYSTEMS INC. nullable: true mapStatus: description: | Concordance status of the submitted, where - * MAPPED - The requested Entity Name is successfully mapped to a FactSet Entity Id (-E) * UNMAPPED - The requested Entity Name is unmapped by FactSet. * INDETERMINATE - The requested Entity Name has unable to make a mapping. type: string enum: - MAPPED - UNMAPPED - INDETERMINATE example: MAPPED nullable: true matchFlag: description: > Probability of the match being similar to the entity requested as determined by the Concordance algorithm. A similarityScore of 1 is the highest level of similarity. type: string example: true nullable: true nameMatchSource: description: > Additional statistic calculated by the algorithm that is used to ensure the validity of the match result. A confidenceScore of 1 is the highest level of confidence. type: string example: Presentation Name nullable: true nameMatchString: description: >- String on which the Concordance algorithm mapped the submitted entity. type: string example: philip snow nullable: true rowIndex: description: Country name corresponding to the location of the matched entity type: integer format: double example: 0 nullable: true similarityScore: description: > Probability of the match being similar to the entity requested as determined by the Concordance algorithm. A similarityScore of 1 is the highest level of similarity. type: number format: double example: 1 nullable: true title: description: The title that the person is holding. type: string example: Chief Executive Officer & Director nullable: true universeId: description: The universe identifier type: integer example: 1 nullable: true PeopleTask: title: People Task description: > Concordance People Task object. Shows the settings and status of a taskId and some statistics on the matches. type: object properties: clientIdColumn: description: | The number of columns of client. type: string example: id1 nullable: true personNameColumn: description: The person name as provided in request. type: string example: Phil Snow nullable: true firstNameColumn: description: The first name of the client. type: string example: Frederick nullable: true lastNameColumn: description: The last name of the person. type: string example: Snow nullable: true middleNameColumn: description: The middle name of the client. type: string example: Philip nullable: true priorityColumn: description: The middle name of the client. type: string example: nullable: true salutationColumn: description: The salutation of the person. type: string example: Mr nullable: true additionalContextColumns: description: > Comma separated list of any additional column names in the input file. To be used by Managed Service for any unmapped records. type: array maxItems: 5 items: type: string example: - Address - Phone - City hasResult: description: Whether the result is available. type: boolean example: true nullable: true taskAction: description: Action status for the Concordance Task process. type: string example: processfile nullable: true inputFile: description: | The input file is posted as a file object in the form. type: string example: test31.csv nullable: true entityColumn: description: Full name corresponding to the matched entity. type: string example: FACTSET RESEARCH SYSTEMS INC. nullable: true status: description: >- Status of the Concordance Task. If the value is "SUCCESS", you can move to the subsequent /entity-decisions endpoint to retrieve the results. type: string nullable: true enum: - PENDING - IN_PROGRESS - SUCCESS - FAILURE - BAD_REQUEST - ABORTED suffixColumn: description: > Name of the column in the input file that contains the person's suffix. type: string example: Suffix nullable: true taskSubmitTime: description: Time the Task was submitted in UTC. type: string format: date-time example: 2020-06-24T22:02:21Z nullable: true unmappedCount: description: Number of records with status of UNMAPPED the Input File. type: integer example: 2 nullable: true tryCount: description: Number of tries made so far for the request. type: integer example: 3 nullable: true decisionRate: description: Percentage of mapped entities in the Input File. type: number format: double example: 0.7272727272727273 nullable: true processStartTime: description: Process start time in UTC. type: string format: date-time example: 2020-07-03T15:12:06.722000Z nullable: true processDuration: description: Process duration in seconds. type: number format: double example: 1.51603 nullable: true mappedCount: description: Number of records with status of MAPPED the Input File. type: integer example: 8 nullable: true message: description: Textual message for the status. type: string example: Waiting for the input file nullable: true error: type: string nullable: true errorTitle: type: string nullable: true inputCount: description: Number of records in the Input File. type: integer example: 11 nullable: true indeterminateCount: description: Number of records with status of INDETERMINATE the Input File. type: integer example: 1 nullable: true taskId: description: The task identifier type: integer example: 31 nullable: true taskName: description: The task name type: string example: Analysis1 nullable: true universeId: description: The universe identifier type: integer example: 1 nullable: true universeName: description: | Full name of the person associated with the `userSerial`. type: string example: Jane Smith nullable: true userFullName: description: | Full name of the person associated with the `userSerial`. type: string example: Jane Smith nullable: true userSerial: description: | user-serial of the person who initiated the people task type: string example: FDSQAR_C-000000 nullable: true PeopleTaskStatus: title: People Task Status description: > Concordance People Task Status object. Shows the settings and status of a taskId and some statistics on the matches. type: object properties: clientIdColumn: description: >- Name of the column in the input file that contains a unique identifier supplied by the user. type: string example: ClientId nullable: true decisionRate: description: Percentage of mapped entities in the Input File. type: integer format: double example: 0.7272727272727273 nullable: true entityColumn: description: | Name of the column of the entity. type: string example: Entity nullable: true firstNameColumn: description: Name of the column in the input file that contains the first name. type: string example: firstName nullable: true hasResult: description: Whether the result is available. type: boolean example: true nullable: true inputCount: description: Number of records in the Input File. type: integer example: 11 nullable: true inputFile: description: | The input file is posted as a file object in the form. type: string example: test31.csv nullable: true lastNameColumn: description: | Name of the column in the input file that contains the first name. type: string example: lastName nullable: true mappedCount: description: Number of records with status of MAPPED the Input File. type: integer example: 8 nullable: true unmappedCount: description: Number of records with status of UNMAPPED the Input File. type: integer example: 2 nullable: true tryCount: description: Number of tries made so far for the request. type: integer example: 3 nullable: true message: description: Textual message for the status. type: string example: Waiting for the input file nullable: true middleNameColumn: description: | Name of the column in the input file that contains the middle name. type: string example: middleName nullable: true personNameColumn: description: | Name of the column in the input file that contains the person name. type: string example: personName nullable: true priorityColumn: description: | Name of the column in the input file that contains the priority. type: string example: Priority nullable: true processStartTime: description: Process start time in UTC. type: string format: date-time example: 2020-07-03T15:12:06.722000Z nullable: true processDuration: description: Process duration in seconds. type: number format: double example: 1.51603 nullable: true error: type: string nullable: true errorTitle: type: string nullable: true indeterminateCount: description: Number of records with status of INDETERMINATE the Input File. type: integer example: 1 nullable: true salutationColumn: description: > Name of the column in the input file that contains the person's salutation. type: string example: Salutation nullable: true status: description: >- Status of the Concordance Task. If the value is "SUCCESS", you can move to the subsequent /entity-decisions endpoint to retrieve the results. type: string nullable: true enum: - PENDING - IN_PROGRESS - SUCCESS - FAILURE - BAD_REQUEST - ABORTED suffixColumn: description: > Name of the column in the input file that contains the person's suffix. type: string example: Suffix nullable: true taskAction: description: Action status for the Concordance Task process. type: string example: processfile nullable: true taskId: description: >- Identifier denoting a specific Concordance task submitted by the user. type: integer example: 31 nullable: true taskName: description: User-defined name for the task used to name the output file. type: string example: test31 nullable: true taskSubmitTime: description: Time the Task was submitted in UTC. type: string format: date-time example: 2020-06-24T22:02:21Z nullable: true universeId: description: The universe identifier type: integer example: 1 nullable: true universeName: description: | Full name of the person associated with the `userSerial`. type: string example: Jane Smith nullable: true userFullName: description: | Full name of the person associated with the `userSerial`. type: string example: Jane Smith nullable: true userSerial: description: user-serial of the person who initiated the entity task. type: string example: FDSQAR_C-000000 nullable: true additionalContextColumns: description: > Comma separated list of any additional column names in the input file. To be used by Managed Service for any unmapped records. type: array maxItems: 5 items: type: string example: - Address - Phone - City PeopleDecisions: title: People Decisions description: > Concordance People Decisions object. Returned to show the Decision reached for each Entity. type: object properties: activeRole: description: If the role is active or not of the person. type: boolean example: true nullable: true clientEntity: description: | Name of the entity of the client. type: string example: Tesla nullable: true clientId: description: >- Name of the column in the input file that contains a unique identifier supplied by the user. type: string example: M7 nullable: true clientFirstName: description: >- First Name provided in the input file which is used in the `people-task` endpoint type: string example: Elon nullable: true clientLastName: description: >- Last Name provided in the input file which is used in the `people-task` endpoint type: string example: Musk nullable: true clientMiddleName: description: >- Middle Name provided in the input file which is used in the `people-task` endpoint type: string example: Federick nullable: true clientSalutation: description: >- Salutation provided in the input file which is used in the `people-task` endpoint type: string example: Mr nullable: true clientSuffix: description: >- Suffix provided in the input file which is used in the `people-task` endpoint type: string example: Sir nullable: true clientPriority: description: >- Priority provided in the input file which is used in the `people-task` endpoint type: string example: HIGH nullable: true clientPersonName: description: The name provided by the client. type: string example: Elon Musk nullable: true clientAdditionalContext: description: > Any additional context column along with their values in the input file or single search. To be used by Managed Service for any unmapped records. type: object additionalProperties: type: string example: Address: 123 Main St Phone: 555-555-5555 City: New York email: description: The email address of the client. type: string example: abc@email.com nullable: true entity: description: Full name corresponding to the matched entity. type: string example: FACTSET RESEARCH SYSTEMS INC. nullable: true mapStatus: description: | Concordance status of the submitted, where - * MAPPED - The requested Entity Name is successfully mapped to a FactSet Entity Id (-E) * UNMAPPED - The requested Entity Name is unmapped by FactSet. * INDETERMINATE - The requested Entity Name has unable to make a mapping. type: string enum: - MAPPED - UNMAPPED - INDETERMINATE example: MAPPED nullable: true firstName: description: Name of the column in the input file that contains the first name. type: string example: firstName nullable: true lastName: description: | Name of the column in the input file that contains the first name. type: string example: lastName nullable: true middleName: description: | Name of the column in the input file that contains the middle name. type: string example: middleName nullable: true personId: description: The id of the person. type: string example: 0DPHLH-E nullable: true salutation: description: > The salutation is same as the normal salutation we use .The salutation can be Mr, Mrs.The salutation should not be given along with personName. type: string example: Mr nameMatchSource: description: | Type of name that the nameMatchString matched. type: string example: Presentation Name nullable: true nameMatchString: description: >- String on which the Concordance algorithm mapped the submitted entity. type: string example: factset nullable: true personName: description: | Name of the column in the input file that contains the person name. type: string example: personName nullable: true suffix: description: > Name of the column in the input file that contains the person's suffix. type: string example: Suffix nullable: true similarityScore: description: > Probability of the match being similar to the entity requested as determined by the Concordance algorithm. A similarityScore of 1 is the highest level of similarity. type: number format: double example: 1 nullable: true matchFlag: description: | Flag denoting if the row is a match. type: boolean rowIndex: description: Row number for match in the request or input file. type: integer nullable: true taskId: description: >- Identifier denoting a specific Concordance task submitted by the user. type: integer example: 31 nullable: true title: description: The title of the person. type: string example: Director. nullable: true universeId: description: The universe identifier type: integer example: 1 nullable: true examples: EntityRequests: summary: Entity Match Request description: Example of a request to find a match for a list of Companies. value: input: - clientId: abc-123 name: FactSet country: US state: CT url: www.factset.com - clientId: def-453 name: FactSet country: DE includeEntityType: - SUB excludeEntityType: - PVT includeParent: true EntityMatches: description: Entity Matches value: data: - taskId: clientId: id clientBbgFigi: BBG009S39JY5 clientBbgTicker: GOOGL UW clientBic: ABXXHKH1 clientCik: 100331 clientCountry: US clientCrd: 149722 clientCusip: 02079K305 clientDuns: 687741991 clientEin: 953540776 clientFactsetId: 0013TZ-E clientFitch: 47504 clientGvkey: 107481 clientGvkeyIid: 107481001 clientIsin: US02079K305 clientJcn: 3120001077477 clientLei: 549300A6K7JX8EX2QZ33 clientLxid: LX113630 clientMd: 823736553 clientName: Amazon clientPriority: HIGH clientRedCode: 4C933G clientRssd: 1139297 clientSedol: BYZ5YB6 clientSpr: 301939 clientState: WA clientTicker: GOOGL clientTickerExchange: GOOGL-NAS clientTickerRegion: GOOGL-US clientUkch: CE012494 clientUrl: www.amazon.com clientValoren: 685558 clientWkn: A0MU9T clientAdditionalContext: Address: 123 Main St Phone: 555-555-5555 City: New York rowIndex: 0 matchFlag: true entityId: 0016YD-E entityName: FactSet Research Systems, Inc. url: www.factset.com mapStatus: MAPPED similarityScore: 1 confidenceScore: 1 countryCode: US countryName: United States stateProvinceCode: CT stateName: Connecticut sicCode: 7374 entityTypeCode: PUB entityTypeDescription: Public Company entitySubTypeCode: CP locationCity: Norwalk regionName: North America factsetIndustryCode: 3305 factsetIndustryName: Data Processing Services factsetSectorCode: 3300 factsetSectorName: Technology Services parentName: null, parentMatchFlag: nameMatchString: factset nameMatchSource: Domain Name SuccessfulEntityTasks: summary: Successful Entity Task description: Example of the status of a successful Entity Concordance Task. value: data: - taskId: 31 taskName: test taskAction: processfile status: SUCCESS inputFile: test_427608.csv clientIdColumn: id nameColumn: name countryColumn: country stateColumn: state urlColumn: url bbgFigiColumn: bbgFigiColumn bbgTickerColumn: bbgTickerColumn bicColumn: bicColumn cikColumn: cikColumn crdColumn: crdColumn cusipColumn: cusipColumn dunsColumn: dunsColumn einColumn: einColumn factsetIdColumn: factsetIdColumn fitchColumn: fitchColumn gvkeyColumn: gvkeyColumn gvkeyIidColumn: gvkeyIidColumn isinColumn: isinColumn jcnColumn: jcnColumn leiColumn: leiColumn lxidColumn: lxidColumn mdColumn: mdColumn redCodeColumn: redCodeColumn rssdColumn: rssdColumn sedolColumn: sedolColumn sprColumn: sprColumn tickerColumn: tickerColumn tickerExchangeColumn: tickerExchangeColumn tickerRegionColumn: tickerRegionColumn ukchColumn: ukchColumn valorenColumn: valorenColumn wknColumn: wknColumn priorityColumn: includeEntityType: - PUB excludeEntityType: includeEntitySubType: - CP excludeEntitySubType: hasResult: true taskSubmitTime: '2020-12-16T16:22:06Z' message: inputCount: 4 mappedCount: 3 unmappedCount: 1 indeterminateCount: 0 processStartTime: '2020-12-16T16:22:09Z' processDuration: 38.68899 tryCount: decisionRate: 0.75 error: errorTitle: userSerial: FDSQAR_C-000000 userFullName: Jane Smith universeId: 1 universeName: My Universe additionalContextColumns: - Address - Phone - City SuccessfulPeopleTasks: summary: Successful People Task description: Example of the status of a successful People Concordance Task. value: data: - clientColumn: ClientId decisionRate: 0.3334 entityColumn: Company1 firstNameColumn: hasResult: true inputCount: 6 inputFile: test31.csv lastNameColumn: mappedCount: 5 middleNameColumn: personNameColumn: PersonName priorityColumn: processDuration: 0.98598 processStartTime: '2020-07-03T15:12:06.722000+00:00' salutationColumn: status: SUCCESS suffixColumn: taskAction: processfile taskId: 31 taskName: test31 taskSubmitTime: '2020-06-24T22:02:21+00:00' userFullName: Jane Smith userSerial: FDSQAR_C-000000 additionalContextColumns: - Address - Phone - City PeopleTask: value: data: clientIdColumn: id1, entityColumn: Company, firstNameColumn: hasResult: true inputFile: Analysis14 lastNameColumn: middleNameColumn: personNameColumn: Bill Gates priorityColumn: salutationColumn: Mr status: PENDING suffixColumn: taskAction: processfile taskId: 354840 taskName: Analysis14 taskSubmitTime: '2022-03-01T04:27:32.000+00:00' universeId: 735 universeName: Jane Smith userSerial: FDSQAR_C-000000 additionalContextColumns: - Address - Phone - City PendingTask: summary: Status pending input file description: Example of the status of a Task pending input file. value: data: taskId: 31 taskName: test taskAction: processfile status: PENDING inputFile: test_427608.csv bbgFigiColumn: bbgFigiColumn bbgTickerColumn: bbgTickerColumn bicColumn: bicColumn cikColumn: cikColumn crdColumn: crdColumn cusipColumn: cusipColumn dunsColumn: dunsColumn einColumn: einColumn factsetIdColumn: factsetIdColumn fitchColumn: fitchColumn gvkeyColumn: gvkeyColumn gvkeyIidColumn: gvkeyIidColumn isinColumn: isinColumn jcnColumn: jcnColumn leiColumn: leiColumn lxidColumn: lxidColumn mdColumn: mdColumn redCodeColumn: redCodeColumn rssdColumn: rssdColumn sedolColumn: sedolColumn sprColumn: sprColumn tickerColumn: tickerColumn tickerExchangeColumn: tickerExchangeColumn tickerRegionColumn: tickerRegionColumn ukchColumn: ukchColumn valorenColumn: valorenColumn wknColumn: wknColumn clientIdColumn: id nameColumn: name countryColumn: country stateColumn: state urlColumn: url includeEntityType: - PUB excludeEntityType: includeEntitySubType: - CP excludeEntitySubType: hasResult: false taskSubmitTime: '2020-12-16T16:22:06Z' message: inputCount: mappedCount: unmappedCount: indeterminateCount: priorityColumn: processStartTime: processDuration: tryCount: decisionRate: error: errorTitle: userSerial: FDSQAR_C-000000 userFullName: Jane Smith universeId: 1 universeName: My Universe additionalContextColumns: - Address - Phone - City PendingTasks: summary: Status pending input file description: Example of the status of a Task pending input file. value: data: - taskId: 31 taskName: test taskAction: processfile status: PENDING inputFile: test_427608.csv clientIdColumn: id nameColumn: name countryColumn: country priorityColumn: stateColumn: state urlColumn: url includeEntityType: - PUB excludeEntityType: includeEntitySubType: - CP excludeEntitySubType: hasResult: false taskSubmitTime: '2020-12-16T16:22:06Z' message: inputCount: mappedCount: unmappedCount: indeterminateCount: processStartTime: processDuration: tryCount: decisionRate: error: errorTitle: userSerial: FDSQAR_C-000000 userFullName: Jane Smith universeId: 1 universeName: My Universe additionalContextColumns: - Address - Phone - City PendingTask1: summary: Status pending input file description: Example of the status of a Task pending input file. value: data: - clientColumn: ClientId decisionRate: entityColumn: Entity error: errorTitle: firstNameColumn: firstName hasResult": true indeterminateCount: 1 inputCount: 11 inputFile: test31.csv lastNameColumn: Lastname mappedCount: 8 message: Waiting for the input file middleNameColumn: Middlename personNameColumn: PersonName priorityColumn: Priority processDuration: 1.51603 processStartTime: '2020-07-03T15:12:06.722000+00:00' salutationColumn: Salutation status: PENDING suffixColumn: Suffix taskAction: processfile taskId: 31 taskName: test31 taskSubmitTime: '2020-06-24T22:02:21+00:00' tryCount: 3 universeId: 1 universeName: My Universe unmappedCount: 2 userFullName: Jane Smith userSerial: FDSQAR_C-000000 additionalContextColumns: - Address - Phone - City BadTasks: summary: Status for bad request description: Example of the status of a Task with a bad request. value: data: - taskId: 31 taskName: test taskAction: processfile status: BAD_REQUEST inputFile: test_427608.csv clientIdColumn: id nameColumn: name countryColumn: country stateColumn: state urlColumn: url includeEntityType: - PUB excludeEntityType: includeEntitySubType: - CP excludeEntitySubType: hasResult: false taskSubmitTime: '2020-12-17T20:43:42Z' message: inputCount: mappedCount: unmappedCount: indeterminateCount: processStartTime: '2020-12-17T20:44:00Z' processDuration: 0 tryCount: decisionRate: error: >- The Name column "name", passed as parameter, does not exist in the input file. errorTitle: Wrong parameter userSerial: FDSQAR_C-000000 userFullName: Jane Smith universeId: 1 universeName: My Universe additionalContextColumns: - Address - Phone - City BadTasks1: summary: Status for bad request description: Example of the status of a Task with a bad request. value: data: clientColumn: ClientId decisionRate: entityColumn: Entity error: errorTitle: firstNameColumn: firstName hasResult": true indeterminateCount: 1 inputCount: 11 inputFile: test31.csv lastNameColumn: Lastname mappedCount: 8 message: Waiting for the input file middleNameColumn: Middlename personNameColumn: PersonName priorityColumn: Priority processDuration: 1.51603 processStartTime: '2020-07-03T15:12:06.722000+00:00' salutationColumn: Salutation status: PENDING suffixColumn: Suffix taskAction: processfile taskId: 31 taskName: test31 taskSubmitTime: '2020-06-24T22:02:21+00:00' tryCount: 3 universeId: 1 universeName: My Universe unmappedCount: 2 userFullName: Jane Smith userSerial: FDSQAR_C-000000 additionalContextColumns: - Address - Phone - City FailedTasks: summary: Status for failed request description: Example of the status of a Task with a failed request. value: data: - taskId: 31 taskName: test taskAction: processfile status: FAILURE inputFile: test_427608.csv clientIdColumn: id nameColumn: name countryColumn: country stateColumn: state urlColumn: url includeEntityType: - PUB excludeEntityType: includeEntitySubType: - CP excludeEntitySubType: hasResult: false taskSubmitTime: '2020-12-17T20:43:42Z' message: inputCount: mappedCount: unmappedCount: indeterminateCount: processStartTime: '2020-12-17T20:44:00Z' processDuration: 0 tryCount: decisionRate: error: different refererence used by concordance service errorTitle: compute_candidates userSerial: FDSQAR_C-000000 userFullName: Jane Smith universeId: 1 universeName: My Universe additionalContextColumns: - Address - Phone - City FailedTasks1: summary: Status for failed request description: Example of the status of a Task with a failed request. value: data: clientColumn: ClientId decisionRate: entityColumn: Entity error: errorTitle: firstNameColumn: firstName hasResult": false indeterminateCount: 1 inputCount: 11 inputFile: test31.csv lastNameColumn: Lastname mappedCount: message: Waiting for the input file middleNameColumn: Middlename personNameColumn: PersonName priorityColumn: Priority processDuration: 1.51603 processStartTime: '2020-07-03T15:12:06.722000+00:00' salutationColumn: Salutation status: PENDING suffixColumn: Suffix taskAction: processfile taskId: 31 taskName: test31 taskSubmitTime: '2020-06-24T22:02:21+00:00' tryCount: 3 universeId: 1 universeName: My Universe unmappedCount: 2 userFullName: Jane Smith userSerial: FDSQAR_C-000000 additionalContextColumns: - Address - Phone - City EntityDecisionsFile: description: An Entity Concordance Task Decision File. value: > rowIndex,clientId,requestName,requestCountry,name,requestUrl,entityType,mapStatus,similarityScore,confidenceScore 0,FDS-US,FactSet,"FactSet Research Systems, Inc.",US,www.factset.com,PUB,MATCHED,1.0,1.0 1,FDS-DE,FactSet,FactSet GmbH,DE,,SUB,MATCHED,1.0,1.0 EntityDecisions: description: Entity Decisions value: data: - taskId: 427749 clientBbgFigi: BBG009S39JY5 clientBbgTicker: GOOGL UW clientBic: ABXXHKH1 clientCik: 100331 clientCountry: US clientCrd: 149722 clientCusip: 02079K305 clientDuns: 687741991 clientEin: 953540776 clientFactsetId: 0013TZ-E clientFitch: 47504 clientGvkey: 107481 clientGvkeyIid: 107481001 clientId: abc-123 clientIsin: US02079K305 clientJcn: 3120001077477 clientLei: 549300A6K7JX8EX2QZ33 clientLxid: LX113630 clientMd: 823736553 clientName: Amazon clientPriority: HIGH clientRedCode: 4C933G clientRssd: 1139297 clientSedol: BYZ5YB6 clientSpr: 301939 clientState: WA clientTicker: GOOGL clientTickerExchange: GOOGL-NAS clientTickerRegion: GOOGL-US clientUkch: CE012494 clientUrl: www.amazon.com clientValoren: 685558 clientWkn: A0MU9T confidenceScore: 1 countryCode: US countryName: United States entityId: 0016YD-E entityName: FactSet Research Systems, Inc. entitySubTypeCode: CP entityTypeCode: PUB entityTypeDescription: Public Company factsetIndustryCode: 3305 factsetIndustryName: Data Processing Services factsetSectorCode: 3300 factsetSectorName: Technology Services locationCity: Norwalk mapStatus: MAPPED matchFlag: nameMatchSource: Domain Name nameMatchString: factset parentMatchFlag: parentName: null, regionName: North America rowIndex: 0 sicCode: 7374 similarityScore: 1 stateName: Connecticut stateProvinceCode: CT url: www.factset.com clientAdditionalContext: Address: 123 Main St Phone: 555-555-5555 City: New York NotFound: description: 404 - Not Found value: status: Not Found timestamp: 2019-11-01T11:09:41.918000Z path: /factset-concordance/v2/fakeendpoint message: '''/factset-concordance/v2/fake-endpoint'' is not a valid endpoint' subErrors: EntityUniverse: description: Entity Universe response from v2 endpoint value: data: - entityId: 00345-E entityName: FactSet Inc. clientId: abc-123 clientIsin: US02079K305 clientName: factset clientSedol: 2329770 clientCountry: us clientState: ct clientUrl: www.factset.com createdTime: 2020-09-04T20:14:13.123000Z updatedTime: 2020-10-04T20:14:13.123000Z mapStatus: MAPPED universeId: 1 clientAdditionalContext: Address: 123 Main St Phone: 555-555-5555 City: New York - entityId: entityName: clientId: def-456 clientIsin: US0378331005 clientName: apple clientSedol: 2046251 clientCountry: us clientState: ca clientUrl: www.apple.com createdTime: 2020-07-04T20:14:13.123000Z updatedTime: 2020-08-04T20:14:13.123000Z mapStatus: UNMAPPED universeId: 1 clientAdditionalContext: Address: 123 Main St Phone: 555-555-5555 City: New York PeopleUniverse: description: People Universe response from v2 endpoint value: data: - clientEntity: Microsoft clientFirstName: William clientId: BGA-123 clientLastName: Gates clientMiddleName: Henry clientPersonName: Bill Gates clientPriority: HIGH clientSalutation: Mr clientSuffix: III createdTime: 2020-06-24T22:02:21Z mapStatus: MAPPED personId: 00118X-E personName: GATES WILLIAM H III universeId: 1 updatedTime: 2020-06-24T22:02:21Z clientAdditionalContext: Address: 123 Main St Phone: 555-555-5555 City: New York - clientEntity: Microsoft clientFirstName: William clientId: BGA-123 clientLastName: Gates clientMiddleName: Henry clientPersonName: Bill Gates clientPriority: HIGH clientSalutation: Mr clientSuffix: III createdTime: 2020-06-24T22:02:21Z mapStatus: MAPPED personId: 00118X-E personName: GATES WILLIAM H III universeId: 1 updatedTime: 2020-06-24T22:02:21Z clientAdditionalContext: Address: 123 Main St Phone: 555-555-5555 City: New York EntityResponse: description: Entity Response value: data: entityId: 00345-E entityName: FactSet Inc. clientId: abc-123 clientIsin: US02079K305 clientName: factset clientSedol: BYZ5YB6 clientCountry: US clientState: CT clientUrl: www.factset.com createdTime: 2020:09:04T20:14:13.123 updatedTime: 2020:10:04T20:14:13.123 mapStatus: MAPPED universeId: 1 clientAdditionalContext: Address: 123 Main St Phone: 555-555-5555 City: New York EntityMappingRequest: description: Entity Mapping Request value: clientId: abc-123 entityId: 0016YD-E clientName: FactSet clientCountry: US clientState: CT clientUrl: www.factset.com PeopleResponse: description: People Response value: data: clientEntity: Microsoft clientFirstName: William clientId: BGA-123 clientLastName: Gates clientMiddleName: Henry clientPersonName: Bill Gates clientPriority: HIGH clientSalutation: Mr clientSuffix: III clientAdditionalContext: Address: 123 Main St Phone: 555-555-5555 City: New York createdTime: 2020:09:04T20:14:13.123 mapStatus: MAPPED personId: 00118X-E personName: GATES WILLIAM H III universeId: 1 updatedTime: 2020:09:04T20:14:13.123 PeopleMappingRequest: description: People Mapping Request value: clientEntity: Microsoft clientFirstName: William clientId: BGA-123 clientLastName: Gates clientMiddleName: Henry clientPriority: HIGH clientSalutation: Mr clientSuffix: III personId: 00118X-E universeId: 1 EntityUniverseStatsResponse: description: | Statistics on a universe value: data: totalCount: 10 unmappedCount: 1 mappedCount: 8 indeterminateCount: 1 universeId: 1 PeopleMatches: description: People Matches value: data: - activeRole: true, clientEntity: Microsoft, clientPersonName: Phil Snow entity: FACTSET RESEARCH SYSTEMS INC firstName: Frederick lastName: Snow mapStatus: MAPPED matchFlag: true middleName: Philip nameMatchSource: Presentation Name nameMatchString: philip snow personId: 0DPHLH-E personName: SNOW FREDERICK PHILIP rowIndex: 0 similarityScore: 1 universeId: 1 clientAdditionalContext: Address: 123 Main St Phone: 555-555-5555 City: New York PeopleDecisions: description: People Decisions value: data: activeRole: false clientEntity: Tesla clientId: M7 clientPersonName: Elon Musk email: '' entity: TESLA INC firstName: Elon lastName: Musk mapStatus: MAPPED middleName: Reeve nameMatchSource: Institutional Affliation nameMatchString: Elon Reeve Musk personId: 05H8B8-E personName: MUSK ELON REEVE rowIndex: 0 similarityScore: 1 suffix: '' taskId: 353453 title: Technoking of Tesla clientAdditionalContext: Address: 123 Main St Phone: 555-555-5555 City: New York badRequestRequiredParameter: summary: Bad Request - Required Parameter Missing description: >- This error message occurs when the request does not include the required parameters. Required parameters are indicated with a red asterisks symbol in the specification file. value: status: Bad Request timestamp: '2020-06-30 13:22:09.053' path: /factset-concordance/v2/{endpoint} message: The parameter 'name' is required and may not be empty. subErrors: badRequestInvalidParameters: summary: Bad Request - Passing Invalid Parameter description: >- This error message occurs when a request parameter is not recognized by the service. Please revise your request to include only the parameters listed in the specification. Typical errors are spelling mistakes and use of improper casing. value: status: Bad Request timestamp: '2020-07-23 11:03:40.765' path: /factset-concordance/v2/{endpoint} message: >- Invalid Parameter (s): fakeParameterName1 fakeParameterName2. Please modify your request to use parameters outlined in the specification for this endpoint. subErrors: badRequestMalformedJSON: summary: Bad Request - Malformed JSON Request description: >- This error may be returned when the request body is specified as JSON. But is not in proper JSON format. value: status: Bad Request timestamp: '2020-07-02 11:59:09.649' path: /factset-concordance/v2/{endpoint} message: Malformed JSON Request subErrors: badRequestReadTimeout: summary: Bad Request - Read Timeout description: This error may be returned if it takes more than 29 seconds to complete. value: status: Bad Request timestamp: '2020-07-02 16:18:38.949' path: /factset-concordance/v2/{endpoint} message: The request took too long. Try again with a smaller request. subErrors: unauthenticated: summary: User Authentication Failed description: >- This occurs when a user is not properly authenticated or recognized by the service. Please double check the USERNAME-SERIAL and API-Key used to request and ensure you are within the IP range specified for the Key. Report Issue under 401 error for help with troubleshooting. value: status: User Authentication Failed timestamp: '2020-07-02 16:08:07.945' path: /factset-concordance/v2/{endpoint} message: User Authentication Failed. subErrors: forbidden: summary: Forbidden description: >- The USERNAME-SERIAL attempted to request the endpoint which is not authorized to access. The request was a legal request, but the server is refusing to respond. Please reach out to FactSet Account Team for assistance with authorization. value: status: Forbidden timestamp: '2020-07-02 17:21:52.197' path: /factset-concordance/v2/{endpoint} message: >- User is not authorized for the id requested, please reach out to FactSet for support subErrors: unsupportedMediaType: summary: Unsupported Media Type description: >- This bad request occurs when the media type passed in the request is not supported. Currently the APIs only support 'application/json'. value: status: Unsupported Media Type timestamp: '2020-07-02 09:42:27.237' path: /factset-concordance/v2/{endpoint} message: >- text/html media type is not supported. Supported media types are application/json. subErrors: notWritable: summary: Internal Server Error - Not Writable description: >- This error may be returned when the server encounters an error writing the JSON response. value: status: Internal Server Error timestamp: '2020-07-02 09:48:29.18' path: /factset-concordance/v2/{endpoint} message: Error writing JSON output subErrors: generalException: summary: Internal Server Error - General Exception description: >- This is the most general error that can be returned to by the service. Please `Report Issue` to FactSet. value: status: Internal Server Error timestamp: '2020-07-02 10:36:01.944' path: /factset-concordance/v2/{endpoint} message: Unexpected error subErrors: