openapi: 3.0.3 info: title: Factset Analytics Datastore About Symbols API description: Allow clients to fetch precalculated Analytics through predeterministic URLs. contact: name: FactSet Research Systems url: https://developer.factset.com/contact email: api@factset.com license: name: Apache License, Version 2.0 url: https://www.apache.org/licenses/LICENSE-2.0 version: 1.0.0 servers: - url: https://api.factset.com description: Production - url: https://api-sandbox.factset.com description: Sandbox security: - basicAuth: [] tags: - name: Symbols paths: /v1/custom-symbol-custom-fields: get: tags: - Symbols summary: Factset Get All the Custom Symbol Custom Fields operationId: GetCustomSymbolCustomFields responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/CustomSymbolCustomFieldConfigDto' x-microcks-operation: delay: 0 dispatcher: FALLBACK post: tags: - Symbols summary: Factset Create a Custom Symbol Custom Field operationId: CreateCustomSymbolCustomField requestBody: description: createCustomSymbolCustomFieldDto object to save content: application/json-patch+json: schema: $ref: '#/components/schemas/CreateCustomSymbolCustomFieldDto' application/json: schema: $ref: '#/components/schemas/CreateCustomSymbolCustomFieldDto' text/json: schema: $ref: '#/components/schemas/CreateCustomSymbolCustomFieldDto' application/*+json: schema: $ref: '#/components/schemas/CreateCustomSymbolCustomFieldDto' responses: '201': description: Created content: application/json: schema: $ref: '#/components/schemas/NewItemDto' '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/custom-symbol-custom-fields/{customSymbolCustomFieldId}: get: tags: - Symbols summary: Factset Get a Specific Custom Symbol Custom Field's Details operationId: GetCustomSymbolCustomField parameters: - name: customSymbolCustomFieldId in: path description: customSymbolCustomFieldId to get associated record required: true schema: type: string format: uuid responses: '200': description: Success content: application/json: schema: $ref: '#/components/schemas/CustomSymbolCustomFieldConfigDto' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK patch: tags: - Symbols summary: Factset Edit a Custom Symbol Custom Field operationId: PatchCustomSymbolCustomField parameters: - name: customSymbolCustomFieldId in: path description: customSymbolCustomFieldId to update associated record required: true schema: type: string format: uuid requestBody: description: customSymbolCustomFieldUpdateDto object to update content: application/json-patch+json: schema: type: array items: $ref: '#/components/schemas/Operation' application/json: schema: type: array items: $ref: '#/components/schemas/Operation' text/json: schema: type: array items: $ref: '#/components/schemas/Operation' application/*+json: schema: type: array items: $ref: '#/components/schemas/Operation' responses: '200': description: Success '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK delete: tags: - Symbols summary: Factset Delete a Custom Symbol Custom Field operationId: DeleteCustomSymbolCustomField parameters: - name: customSymbolCustomFieldId in: path description: customSymbolCustomFieldId to delete associated record required: true schema: type: string format: uuid responses: '200': description: Success '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/custom-symbol-types: get: tags: - Symbols summary: Factset Get All the Custom Symbol Types operationId: GetCustomSymbolTypes responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/CustomSymbolTypeDto' x-microcks-operation: delay: 0 dispatcher: FALLBACK post: tags: - Symbols summary: Factset Create a Custom Symbol Type operationId: CreateCustomSymbolType requestBody: description: saveCustomSymbolTypeDto object to save content: application/json-patch+json: schema: $ref: '#/components/schemas/SaveCustomSymbolTypeDto' application/json: schema: $ref: '#/components/schemas/SaveCustomSymbolTypeDto' text/json: schema: $ref: '#/components/schemas/SaveCustomSymbolTypeDto' application/*+json: schema: $ref: '#/components/schemas/SaveCustomSymbolTypeDto' responses: '201': description: Created content: application/json: schema: $ref: '#/components/schemas/NewItemDto' '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/custom-symbol-types/{customSymbolTypeId}: get: tags: - Symbols summary: Factset Get a Specific Custom Symbol Type's Details operationId: GetCustomSymbolType parameters: - name: customSymbolTypeId in: path description: customSymbolTypeId to get associated record required: true schema: type: string format: uuid responses: '200': description: Success content: application/json: schema: $ref: '#/components/schemas/CustomSymbolTypeDetailDto' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK put: tags: - Symbols summary: Factset Edit a Custom Symbol Type operationId: UpdateCustomSymbolType parameters: - name: customSymbolTypeId in: path description: customSymbolTypeId to update associated record required: true schema: type: string format: uuid requestBody: description: updateCustomSymbolTypeDto object to update content: application/json-patch+json: schema: $ref: '#/components/schemas/UpdateCustomSymbolTypeDto' application/json: schema: $ref: '#/components/schemas/UpdateCustomSymbolTypeDto' text/json: schema: $ref: '#/components/schemas/UpdateCustomSymbolTypeDto' application/*+json: schema: $ref: '#/components/schemas/UpdateCustomSymbolTypeDto' responses: '204': description: No Content '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK delete: tags: - Symbols summary: Factset Delete a Custom Symbol Type operationId: DeleteCustomSymbolTypeAsync parameters: - name: customSymbolTypeId in: path description: customSymbolTypeId to delete associated record required: true schema: type: string format: uuid responses: '200': description: Success '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/custom-symbol-types/{customSymbolTypeId}/custom-fields: get: tags: - Symbols summary: Factset Get Custom Fields for Custom Symbol Type operationId: GetSymbolCustomFieldsForCustomSymbolType parameters: - name: customSymbolTypeId in: path description: customSymbolTypeId to get associated Custom fileds required: true schema: type: string format: uuid responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/CustomSymbolCustomFieldConfigDto' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/symbols-relationships: get: tags: - Symbols summary: Factset Get All the Symbols Relationships operationId: GetSymbolsRelationships responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/SymbolsRelationshipDto' x-microcks-operation: delay: 0 dispatcher: FALLBACK post: tags: - Symbols summary: Factset Create a Symbol Relationship operationId: CreateSymbolRelationshipType requestBody: description: symbolsRelationshipSaveDto object to save content: application/json-patch+json: schema: $ref: '#/components/schemas/SymbolsRelationShipSaveDto' application/json: schema: $ref: '#/components/schemas/SymbolsRelationShipSaveDto' text/json: schema: $ref: '#/components/schemas/SymbolsRelationShipSaveDto' application/*+json: schema: $ref: '#/components/schemas/SymbolsRelationShipSaveDto' responses: '201': description: Created content: application/json: schema: $ref: '#/components/schemas/NewItemDto' '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/custom-symbol-types/reorder: post: tags: - Symbols operationId: UpdateCustomSymbolTypeOrder requestBody: content: application/json-patch+json: schema: $ref: '#/components/schemas/ReorderCustomSymbolTypeDto' application/json: schema: $ref: '#/components/schemas/ReorderCustomSymbolTypeDto' text/json: schema: $ref: '#/components/schemas/ReorderCustomSymbolTypeDto' application/*+json: schema: $ref: '#/components/schemas/ReorderCustomSymbolTypeDto' responses: '204': description: No Content '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/symbols-relationships/{symbolsRelationshipId}: put: tags: - Symbols summary: Factset Edit a Symbol Relationship operationId: EditSymbolsRelationship parameters: - name: symbolsRelationshipId in: path description: symbolsRelationshipId to update associated record required: true schema: type: string format: uuid requestBody: description: SymbolsRelationShipSaveDto object to update content: application/json-patch+json: schema: $ref: '#/components/schemas/SymbolsRelationShipSaveDto' application/json: schema: $ref: '#/components/schemas/SymbolsRelationShipSaveDto' text/json: schema: $ref: '#/components/schemas/SymbolsRelationShipSaveDto' application/*+json: schema: $ref: '#/components/schemas/SymbolsRelationShipSaveDto' responses: '204': description: No Content '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK delete: tags: - Symbols summary: Factset Delete a Symbol Relationship operationId: DeleteSymbolsRelationship parameters: - name: symbolsRelationshipId in: path description: symbolsRelationshipId to delete associated record required: true schema: type: string format: uuid responses: '200': description: Success '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/custom-symbols: get: tags: - Symbols summary: Factset Get List of All Custom Symbols in Your Group Along With Some of Their Standard Field and Custom Fields Data operationId: GetCustomSymbols parameters: - name: typeName in: query description: filter custom symbols based on custom symbol type schema: type: string - name: query in: query description: filter custom symbols based on custom symbol code or name schema: type: string - name: includeCustomFieldValues in: query description: Whether or not to include customFieldValues schema: type: boolean default: false - name: excludeLinkedCustomSymbol in: query description: Whether or not to exclude linked custom symbol schema: type: boolean default: false - name: includeEvent in: query description: Whether or not to include event schema: type: boolean default: true responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/CustomSymbolDto' '404': description: Not Found content: application/json: schema: type: string default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK post: tags: - Symbols summary: Factset Create a Custom Symbol operationId: CreateCustomSymbol requestBody: description: createCustomSymbolDto object to save content: application/json-patch+json: schema: $ref: '#/components/schemas/CreateCustomSymbolDto' application/json: schema: $ref: '#/components/schemas/CreateCustomSymbolDto' text/json: schema: $ref: '#/components/schemas/CreateCustomSymbolDto' application/*+json: schema: $ref: '#/components/schemas/CreateCustomSymbolDto' responses: '201': description: Created content: application/json: schema: $ref: '#/components/schemas/NewItemDto' '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/custom-symbols/{customSymbolId}: get: tags: - Symbols summary: Factset Get All Custom Field and Standard Field Details on a Specific Custom Symbol operationId: GetCustomSymbol parameters: - name: customSymbolId in: path description: customSymbolId to get associated custom symbol required: true schema: type: string format: uuid - name: includeEvent in: query description: Whether or not to include event schema: type: boolean default: false responses: '200': description: Success content: application/json: schema: $ref: '#/components/schemas/CustomSymbolDto' x-microcks-operation: delay: 0 dispatcher: FALLBACK patch: tags: - Symbols summary: Factset Edit a Custom Symbols Standard Field and Custom Field Data operationId: PatchCustomSymbol parameters: - name: customSymbolId in: path description: customSymbolId to update associated custom symbol required: true schema: type: string format: uuid requestBody: description: updateCustomSymbolDto object to update content: application/json-patch+json: schema: type: array items: $ref: '#/components/schemas/Operation' application/json: schema: type: array items: $ref: '#/components/schemas/Operation' text/json: schema: type: array items: $ref: '#/components/schemas/Operation' application/*+json: schema: type: array items: $ref: '#/components/schemas/Operation' responses: '200': description: Success '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK delete: tags: - Symbols summary: Factset Delete a Custom Symbol operationId: DeleteCustomSymbol parameters: - name: customSymbolId in: path description: customSymbolId to delete associated custom symbol required: true schema: type: string format: uuid responses: '200': description: Success '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/custom-symbols/{customSymbolId}/records: get: tags: - Symbols summary: Factset Get All Notes and Meetings Where a Specific Customsymbol Was Tagged as Primary or Related Identifier operationId: GetCustomSymbolRecords parameters: - name: customSymbolId in: path description: CustomSymbolId to get associated records required: true schema: type: string format: uuid responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/RecordPreviewDto' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/custom-symbols/standard-symbol-metadata/{standardSymbol}: get: tags: - Symbols summary: Factset Get All Custom Field and Standard Field Details on a Specific Standard Symbol operationId: GetStandardSymbolMetadataGuid parameters: - name: standardSymbol in: path description: Standard symbol to get associated customSymbolId required: true schema: type: string responses: '200': description: Success content: application/json: schema: type: string format: uuid '404': description: Not Found content: application/json: schema: type: string default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/symbol-relationships/{symbolId}/relationships: get: tags: - Symbols summary: Factset Returns a List of a Symbols Relationships operationId: GetSymbolRelationships parameters: - name: symbolId in: path description: symbolId to get associated records required: true schema: type: string format: uuid responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/SymbolRelationshipDto' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/symbol-relationships/{symbolRelationshipId}: get: tags: - Symbols summary: Factset Get Details on a Specific Symbol Relationship operationId: GetSymbolRelationship parameters: - name: symbolRelationshipId in: path description: symbolRelationshipId to get associated record required: true schema: type: string format: uuid responses: '200': description: Success content: application/json: schema: $ref: '#/components/schemas/SymbolRelationshipDto' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK delete: tags: - Symbols summary: Factset Delete a Symbol Relationship operationId: DeleteSymbolRelationship parameters: - name: symbolRelationshipId in: path description: symbolRelationshipId to delete associated record required: true schema: type: string format: uuid responses: '200': description: Success '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/custom-symbols/{customSymbolId}/link-standard-symbol: post: tags: - Symbols summary: Factset Link Custom Symbol to Standard Symbol operationId: LinkCustomSymbolToStandardSymbol parameters: - name: customSymbolId in: path description: customSymbolId associated with custom symbol required: true schema: type: string format: uuid requestBody: description: standard symbol name content: application/json-patch+json: schema: $ref: '#/components/schemas/StandardSymbolDto' application/json: schema: $ref: '#/components/schemas/StandardSymbolDto' text/json: schema: $ref: '#/components/schemas/StandardSymbolDto' application/*+json: schema: $ref: '#/components/schemas/StandardSymbolDto' responses: '200': description: Success x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/custom-symbols/standard-symbol-metadata: post: tags: - Symbols summary: Factset Create Standard Symbol Metadata operationId: CreateStandardSymbolMetadata requestBody: description: createStandardSymbolMetadataDto object to save content: application/json-patch+json: schema: $ref: '#/components/schemas/CreateStandardSymbolMetadataDto' application/json: schema: $ref: '#/components/schemas/CreateStandardSymbolMetadataDto' text/json: schema: $ref: '#/components/schemas/CreateStandardSymbolMetadataDto' application/*+json: schema: $ref: '#/components/schemas/CreateStandardSymbolMetadataDto' responses: '201': description: Created content: application/json: schema: $ref: '#/components/schemas/NewItemDto' '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/symbol-relationships/{symbol}: put: tags: - Symbols summary: Factset Edit a Symbol Relationship operationId: EditAndAddSymbolRelationship parameters: - name: symbol in: path description: '' required: true schema: type: string requestBody: description: symbolRelationship object to save content: application/json-patch+json: schema: type: array items: $ref: '#/components/schemas/SymbolRelationshipUpdateDto' application/json: schema: type: array items: $ref: '#/components/schemas/SymbolRelationshipUpdateDto' text/json: schema: type: array items: $ref: '#/components/schemas/SymbolRelationshipUpdateDto' application/*+json: schema: type: array items: $ref: '#/components/schemas/SymbolRelationshipUpdateDto' responses: '200': description: Success x-microcks-operation: delay: 0 dispatcher: FALLBACK /v1/custom-symbols/standard-symbol-metadata/{standardSymbolId}: patch: tags: - Symbols summary: Factset Edit a Standard Symbols Standard Field and Custom Field Data operationId: PatchStandardSymbol parameters: - name: standardSymbolId in: path description: standardSymbolId to update associated standard symbol required: true schema: type: string format: uuid requestBody: description: updateCustomSymbolDto object to update content: application/json-patch+json: schema: type: array items: $ref: '#/components/schemas/Operation' application/json: schema: type: array items: $ref: '#/components/schemas/Operation' text/json: schema: type: array items: $ref: '#/components/schemas/Operation' application/*+json: schema: type: array items: $ref: '#/components/schemas/Operation' responses: '200': description: Success '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' x-microcks-operation: delay: 0 dispatcher: FALLBACK /analytics/accounts/v3/models/{name}/symbols/{symbol}: delete: tags: - Symbols summary: Factset Delete All Entries for a Symbol or Specific Date Entries for a Symbol From a Previously Created Account. operationId: deleteModelAccountBySymbol parameters: - name: name in: path description: The filename of model account to delete required: true schema: type: string description: The filename of model account to delete - name: symbol in: path description: The symbol from the given file name to delete required: true schema: type: string description: The symbol from the given file name to delete - name: dates in: query description: The dates from the given file name and symbol to delete (Maximum 10 dates are allowed) schema: type: array items: type: string description: The dates from the given file name and symbol to delete (Maximum 10 dates are allowed) responses: '204': description: Expected response, no content headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. X-FactSet-Api-RateLimit-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '400': description: Invalid model account name or symbol parameter provided headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. X-FactSet-Api-RateLimit-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '401': description: Missing or invalid authentication headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. '403': description: User is forbidden with current credentials headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. X-FactSet-Api-RateLimit-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '404': description: The provided account name does not exist at the location provided. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. X-FactSet-Api-RateLimit-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '500': description: Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. '503': description: Request timed out. Retry the request in sometime. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. x-microcks-operation: delay: 0 dispatcher: FALLBACK get: tags: - Symbols summary: Factset Get Account Endpoint, Takes an Account Name, Symbol and Returns Underlying Data for That Symbol operationId: getAccountForSymbol parameters: - name: name in: path description: The path and filename of the account to get required: true schema: type: string description: The path and filename of the account to get - name: symbol in: path description: The symbol for which data needs to be updated required: true schema: type: string description: The symbol for which data needs to be updated - name: format in: query description: Optional format for the response, supported formats are JsonStach and AccountModel schema: type: string description: Optional format for the response, supported formats are JsonStach and AccountModel default: JsonStach responses: '200': description: Expected response, returns JSON representation of the account's dates, symbols and other fields. headers: Content-Encoding: description: Standard HTTP header. Header value based on Accept-Encoding Request header. schema: type: string description: Standard HTTP header. Header value based on Accept-Encoding Request header. Content-Type: description: Standard HTTP header. schema: type: string description: Standard HTTP header. Transfer-Encoding: description: Standard HTTP header. Header value will be set to Chunked if Accept-Encoding header is specified. schema: type: string description: Standard HTTP header. Header value will be set to Chunked if Accept-Encoding header is specified. X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. X-FactSet-Api-RateLimit-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/DataAndMetaModel' '400': description: Invalid account name or type parameter provided. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. X-FactSet-Api-RateLimit-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '401': description: Missing or invalid authentication. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. '403': description: User is forbidden with current credentials headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. X-FactSet-Api-RateLimit-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '404': description: The provided account name does not exist at the location provided. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. X-FactSet-Api-RateLimit-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '406': description: Unsupported Accept header. Header needs to be set to application/json. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. X-FactSet-Api-RateLimit-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '500': description: Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. '503': description: Request timed out. Retry the request in sometime. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. x-microcks-operation: delay: 0 dispatcher: FALLBACK /analytics/accounts/v3/models/{name}/dates/{date}/symbols/{symbol}: get: tags: - Symbols summary: Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data operationId: getAccountForDateAndSymbol parameters: - name: name in: path description: The path and filename of the account to get required: true schema: type: string description: The path and filename of the account to get - name: symbol in: path description: The symbol for which data needs to be updated required: true schema: type: string description: The symbol for which data needs to be updated - name: date in: path description: The date for which data needs to be updated required: true schema: type: string description: The date for which data needs to be updated - name: format in: query description: Optional format for the response, supported formats are JsonStach and AccountModel schema: type: string description: Optional format for the response, supported formats are JsonStach and AccountModel default: JsonStach responses: '200': description: Expected response, returns JSON representation of the account's dates, symbols and other fields. headers: Content-Encoding: description: Standard HTTP header. Header value based on Accept-Encoding Request header. schema: type: string description: Standard HTTP header. Header value based on Accept-Encoding Request header. Content-Type: description: Standard HTTP header. schema: type: string description: Standard HTTP header. Transfer-Encoding: description: Standard HTTP header. Header value will be set to Chunked if Accept-Encoding header is specified. schema: type: string description: Standard HTTP header. Header value will be set to Chunked if Accept-Encoding header is specified. X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. X-FactSet-Api-RateLimit-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/DataAndMetaModel' '400': description: Invalid account name or type parameter provided. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. X-FactSet-Api-RateLimit-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '401': description: Missing or invalid authentication. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. '403': description: User is forbidden with current credentials headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. X-FactSet-Api-RateLimit-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '404': description: The provided account name does not exist at the location provided. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. X-FactSet-Api-RateLimit-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string content: application/json: schema: $ref: '#/components/schemas/ClientErrorResponse' '406': description: Unsupported Accept header. Header needs to be set to application/json. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. X-FactSet-Api-RateLimit-Limit: description: Number of allowed requests for the time window. schema: type: string X-FactSet-Api-RateLimit-Remaining: description: Number of requests left for the time window. schema: type: string X-FactSet-Api-RateLimit-Reset: description: Number of seconds remaining till rate limit resets. schema: type: string '500': description: Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. '503': description: Request timed out. Retry the request in sometime. headers: X-DataDirect-Request-Key: description: FactSet's request key header. schema: type: string description: FactSet's request key header. X-FactSet-Api-Request-Key: description: Key to uniquely identify an Analytics API request. Only available after successful authentication. schema: type: string description: Key to uniquely identify an Analytics API request. Only available after successful authentication. x-microcks-operation: delay: 0 dispatcher: FALLBACK /notation/crossReference/getByFactSetMarketSymbol: get: tags: - Symbols operationId: get/notation/crossReference/getByFactSetMarketSymbol x-supportsOffsetBasedPaging: false x-supportsOffsetBasedPagingWithoutTotal: false x-supportsCursorBasedPaging: false x-supportsCursorBasedPagingWithoutTotal: false x-supportsPush: false x-requiresUser: false x-requiresInternalClient: false x-disallowUser: false x-no-merge: false x-maxSortParameterCount: 10 x-supportsPermissionDeniedResponse: false summary: Translate a Factset Market Symbol to a Notation. description: Translate a FactSet market symbol to a notation. This symbol is also known as TICKER_EXCHANGE. parameters: - name: factSetMarketSymbol in: query schema: type: string maxLength: 32 exclusiveMaximum: false minLength: 1 exclusiveMinimum: false description: Market symbol defined by FactSet to identify a notation (i.e. TICKER_EXCHANGE). required: true - name: _attributes in: query schema: type: array items: type: string maxLength: 100 exclusiveMaximum: false uniqueItems: true maxItems: 50 style: form explode: false description: Limit the attributes returned in the response to the specified set. - name: _language in: query schema: type: string format: isoLanguage description: ISO 639-1 code of the language. maxLength: 2 minLength: 2 exclusiveMinimum: false exclusiveMaximum: false responses: '200': $ref: '#/components/responses/GetNotationCrossReferenceGetByFactSetMarketSymbol200Response' x-microcks-operation: delay: 0 dispatcher: FALLBACK /notation/crossReference/listBySymbol: post: tags: - Symbols operationId: post/notation/crossReference/listBySymbol x-supportsOffsetBasedPaging: false x-supportsOffsetBasedPagingWithoutTotal: false x-supportsCursorBasedPaging: false x-supportsCursorBasedPagingWithoutTotal: false x-supportsPush: false x-requiresUser: false x-requiresInternalClient: false x-disallowUser: false x-no-merge: false x-maxSortParameterCount: 10 x-supportsPermissionDeniedResponse: false summary: Factset List of Entitled Notations. description: List of entitled notations. Symbols are not globally unique; therefore, a given symbol interpreted in different markets might refer to different instruments. requestBody: description: Request Body content: application/json: schema: $ref: '#/components/schemas/PostNotationCrossReferenceListBySymbolRequest' required: false responses: '200': $ref: '#/components/responses/PostNotationCrossReferenceListBySymbol200Response' parameters: [] x-microcks-operation: delay: 0 dispatcher: FALLBACK components: schemas: CustomSymbolDto: type: object properties: id: type: string format: uuid example: abc123 code: type: string nullable: true example: example_value name: type: string nullable: true example: Example Title description: type: string nullable: true example: A sample description. type: $ref: '#/components/schemas/CustomSymbolTypeSummaryDto' subType: $ref: '#/components/schemas/CustomSymbolSubTypeSummaryDto' address: $ref: '#/components/schemas/CustomSymbolAddressDto' customFields: type: array items: $ref: '#/components/schemas/CustomSymbolCustomFieldValueDto' nullable: true example: [] createdDate: type: string nullable: true example: example_value createdBy: type: string nullable: true example: example_value standardSymbol: type: string nullable: true example: example_value standardSymbolInstrumentData: $ref: '#/components/schemas/InstrumentDto' isAddressAutoFilled: type: boolean example: true isDescriptionAutoFilled: type: boolean example: true additionalProperties: false SymbolIdNameDto: type: object properties: id: type: string format: uuid nullable: true example: abc123 name: type: string nullable: true example: Example Title code: type: string nullable: true example: example_value additionalProperties: false RecordPreviewDto: type: object properties: noteGuid: type: string format: uuid nullable: true example: '500123' meetingGuid: type: string format: uuid nullable: true example: '500123' title: type: string nullable: true example: Example Title date: type: string format: date-time example: '2026-01-15T10:30:00Z' additionalProperties: false LanguageMember: type: string format: isoLanguage description: ISO 639-1 code of the language. maxLength: 2 minLength: 2 exclusiveMinimum: false exclusiveMaximum: false CustomSymbolCustomFieldFormulaConfigDto: required: - formula - formulaType type: object properties: formula: maxLength: 2040 type: string example: example_value formulaType: type: string example: example_value additionalProperties: false CustomSymbolTypeDto: type: object properties: id: type: string format: uuid example: abc123 name: type: string nullable: true example: Example Title hideAddressField: type: boolean example: true hideSymbolSubType: type: boolean example: true isDefault: type: boolean example: true order: type: integer format: int32 example: 10 dueDiligenceSymbolEntityType: $ref: '#/components/schemas/EntityType' additionalProperties: false Operation: type: object properties: operationType: $ref: '#/components/schemas/OperationType' path: type: string nullable: true example: example_value op: type: string nullable: true example: example_value from: type: string nullable: true example: example_value value: nullable: true example: example_value additionalProperties: false CustomSymbolCustomFieldConfigDto: type: object properties: id: type: string format: uuid example: abc123 code: type: string nullable: true example: example_value name: type: string nullable: true example: Example Title type: type: string nullable: true example: example_value isHidden: type: boolean example: true isMandatory: type: boolean example: true isShownInInfobox: type: boolean example: true formulaConfig: $ref: '#/components/schemas/CustomSymbolCustomFieldFormulaConfigDto' optionsConfig: type: array items: type: string nullable: true example: [] customSymbolTypes: type: array items: $ref: '#/components/schemas/CustomSymbolTypeSummaryDto' nullable: true example: [] additionalProperties: false StandardSymbolDto: required: - standardSymbol type: object properties: standardSymbol: type: string example: example_value additionalProperties: false NewItemDto: type: object properties: id: type: string format: uuid example: abc123 additionalProperties: false AttributesMember: type: array description: Limit the attributes returned in the response to the specified set. items: type: string maxLength: 100 exclusiveMaximum: false maxItems: 50 uniqueItems: true SaveCustomSymbolTypeDto: required: - name type: object properties: name: maxLength: 100 minLength: 0 type: string example: Example Title hideAddressField: type: boolean example: true hideSymbolSubtype: type: boolean example: true isDefault: type: boolean default: false example: true dueDiligenceSymbolEntityType: $ref: '#/components/schemas/EntityType' subTypes: type: array items: type: string nullable: true example: [] customFieldIds: type: array items: type: string format: uuid nullable: true example: [] additionalProperties: false CustomSymbolTypeSummaryDto: type: object properties: id: type: string format: uuid example: abc123 name: type: string nullable: true example: Example Title additionalProperties: false InstrumentDto: type: object properties: symbol: type: string nullable: true example: example_value tickerRegion: type: string nullable: true example: example_value tickerExchange: type: string nullable: true example: example_value sedol: type: string nullable: true example: example_value cusip: type: string nullable: true example: example_value isin: type: string nullable: true example: example_value instrumentName: type: string nullable: true example: example_value identifiers: type: array items: type: string nullable: true example: [] additionalProperties: false Error: type: object properties: id: type: string example: abc123 detail: type: string example: example_value source: $ref: '#/components/schemas/ErrorSource' CreateCustomSymbolCustomFieldDto: required: - code - customSymbolTypes - isHidden - isMandatory - isShownInInfobox - name - type type: object properties: code: maxLength: 32 type: string example: example_value name: maxLength: 100 type: string example: Example Title type: type: string description: Type can be one of Text, SingleOption, MultiOptions, Numeric, Date, ExtendedText, ContactLookup example: example_value isHidden: type: boolean default: false example: true isMandatory: type: boolean default: false example: true isShownInInfobox: type: boolean default: true example: true formulaConfig: $ref: '#/components/schemas/CustomSymbolCustomFieldFormulaConfigDto' optionsConfig: type: array items: type: string nullable: true example: [] customSymbolTypes: type: array items: type: string format: uuid example: [] additionalProperties: false ReorderCustomSymbolTypeDto: type: object properties: ids: type: array items: type: string format: uuid nullable: true example: [] additionalProperties: false PostNotationCrossReferenceListBySymbolRequest: x-property-sort: - data - meta description: Request Body type: object properties: data: type: object x-property-sort: - symbol - filter description: The data member contains the request's primary data. properties: symbol: type: string maxLength: 32 exclusiveMaximum: false minLength: 1 exclusiveMinimum: false description: Market-specific code to identify a notation. filter: type: object x-property-sort: - markets - valueUnits - onlyActive description: Criteria that filter the items in the response list; only items that match all of the criteria are returned. properties: markets: type: object x-property-sort: - ids description: Filter for specific markets. properties: ids: type: array nullable: false items: type: number format: id32 x-positive: true maxItems: 100 minItems: 1 description: List of market ids. valueUnits: type: object x-property-sort: - ids description: Filter for specific value units. properties: ids: type: array nullable: false items: type: number format: id32 x-positive: true maxItems: 100 minItems: 1 description: List of value unit ids. onlyActive: type: boolean default: false description: If true, only active notations will be returned. The term "active" reflects the fact that notations and related data is not being deleted immediately after becoming irrelevant (e.g. because the source does not provide a price anymore), but remains in general retrievable for up to 6 months. required: - symbol example: example_value meta: type: object description: The meta member contains the meta information of the request. properties: attributes: $ref: '#/components/schemas/AttributesMember' language: $ref: '#/components/schemas/LanguageMember' x-property-sort: - attributes - language example: example_value StatusObject: type: object properties: code: type: number format: int32 description: The HTTP status code of the response, mirroring the code from the Status-Line of the HTTP response message (see [RFC2616] section 6.1). example: 42.5 description: The status member contains the status code of the response. required: - code CustomSymbolCustomFieldValueDto: type: object properties: code: type: string nullable: true example: example_value value: type: string nullable: true example: example_value optionValues: type: array items: type: string nullable: true example: [] contacts: type: array items: $ref: '#/components/schemas/CustomSymbolContact' nullable: true example: [] additionalProperties: false EntityType: enum: - 0 - 1 - 2 - 3 type: integer format: int32 SymbolsRelationshipDto: type: object properties: id: type: string format: uuid example: abc123 relationshipCode: type: string nullable: true example: example_value parentToChildName: type: string nullable: true example: example_value childToParentName: type: string nullable: true example: example_value peerName: type: string nullable: true example: example_value hideDates: type: boolean example: true hideComment: type: boolean example: true additionalProperties: false ClientErrorResponse: type: object properties: errors: type: array items: $ref: '#/components/schemas/Error' example: [] CreateCustomSymbolDto: type: object properties: code: maxLength: 32 minLength: 0 type: string nullable: true example: example_value name: maxLength: 255 minLength: 0 type: string nullable: true example: Example Title description: type: string nullable: true example: A sample description. typeId: type: string format: uuid example: '500123' subTypeId: type: string format: uuid example: '500123' googleMapsPlaceId: maxLength: 255 minLength: 0 type: string nullable: true example: '500123' formattedAddress: maxLength: 255 minLength: 0 type: string nullable: true example: example_value city: maxLength: 50 minLength: 0 type: string nullable: true example: example_value stateProvince: maxLength: 50 minLength: 0 type: string nullable: true example: example_value postalCode: maxLength: 10 minLength: 0 type: string nullable: true example: example_value country: maxLength: 50 minLength: 0 type: string nullable: true example: example_value customFieldValues: type: array items: $ref: '#/components/schemas/CreateCustomSymbolCustomFieldValueDto' nullable: true example: [] additionalProperties: false CreateCustomSymbolCustomFieldValueDto: required: - code type: object properties: code: type: string example: example_value textValue: type: string nullable: true example: example_value numericValue: type: number format: double nullable: true example: 42.5 dateValue: type: string nullable: true example: example_value extendedTextValue: type: string nullable: true example: example_value optionValues: type: array items: type: string nullable: true example: [] contactIds: type: array items: type: string format: uuid nullable: true example: [] additionalProperties: false ErrorSource: type: object properties: pointer: type: string example: example_value parameter: type: string example: example_value OperationType: enum: - 0 - 1 - 2 - 3 - 4 - 5 - 6 type: integer format: int32 SymbolRelationshipDto: type: object properties: id: type: string format: uuid example: abc123 symbolsRelationship: $ref: '#/components/schemas/SymbolsRelationshipIdNameDto' parentSymbol: $ref: '#/components/schemas/SymbolIdNameDto' childSymbol: $ref: '#/components/schemas/SymbolIdNameDto' startDate: type: string format: date-time nullable: true example: '2026-01-15T10:30:00Z' endDate: type: string format: date-time nullable: true example: '2026-01-15T10:30:00Z' comment: type: string nullable: true example: example_value additionalProperties: false SymbolRelationshipUpdateDto: type: object properties: id: type: string format: uuid example: abc123 symbolsRelationshipId: type: string format: uuid example: '500123' parentSymbol: type: string nullable: true example: example_value childSymbol: type: string nullable: true example: example_value startDate: type: string format: date-time nullable: true example: '2026-01-15T10:30:00Z' endDate: type: string format: date-time nullable: true example: '2026-01-15T10:30:00Z' comment: type: string nullable: true example: example_value additionalProperties: false CustomSymbolSubTypeDto: type: object properties: id: type: string format: uuid example: abc123 name: type: string nullable: true example: Example Title additionalProperties: false SymbolsRelationshipIdNameDto: type: object properties: id: type: string format: uuid example: abc123 name: type: string nullable: true example: Example Title type: type: string nullable: true example: example_value additionalProperties: false CustomSymbolTypeDetailDto: type: object properties: id: type: string format: uuid example: abc123 name: type: string nullable: true example: Example Title hideAddressField: type: boolean example: true hideSymbolSubType: type: boolean example: true isDefault: type: boolean example: true dueDiligenceSymbolEntityType: $ref: '#/components/schemas/EntityType' subTypes: type: array items: $ref: '#/components/schemas/CustomSymbolSubTypeDto' nullable: true example: [] additionalProperties: false CustomSymbolSubTypeSummaryDto: type: object properties: id: type: string format: uuid example: abc123 name: type: string nullable: true example: Example Title additionalProperties: false ProblemDetails: type: object properties: type: type: string nullable: true example: example_value title: type: string nullable: true example: Example Title status: type: integer format: int32 nullable: true example: 10 detail: type: string nullable: true example: example_value instance: type: string nullable: true example: example_value additionalProperties: {} CreateStandardSymbolMetadataDto: required: - standardSymbol type: object properties: standardSymbol: maxLength: 255 minLength: 0 type: string example: example_value description: type: string nullable: true example: A sample description. typeId: type: string format: uuid example: '500123' subTypeId: type: string format: uuid example: '500123' googleMapsPlaceId: maxLength: 255 minLength: 0 type: string nullable: true example: '500123' formattedAddress: maxLength: 255 minLength: 0 type: string nullable: true example: example_value city: maxLength: 50 minLength: 0 type: string nullable: true example: example_value stateProvince: maxLength: 50 minLength: 0 type: string nullable: true example: example_value postalCode: maxLength: 10 minLength: 0 type: string nullable: true example: example_value country: maxLength: 50 minLength: 0 type: string nullable: true example: example_value customFieldValues: type: array items: $ref: '#/components/schemas/CreateCustomSymbolCustomFieldValueDto' nullable: true example: [] additionalProperties: false SymbolsRelationShipSaveDto: required: - hideComment - hideDates type: object properties: relationshipCode: maxLength: 3 minLength: 0 type: string nullable: true example: example_value parentToChildName: maxLength: 50 minLength: 0 type: string nullable: true example: example_value childToParentName: maxLength: 50 minLength: 0 type: string nullable: true example: example_value peerName: maxLength: 50 minLength: 0 type: string nullable: true example: example_value hideDates: type: boolean default: true example: true hideComment: type: boolean default: true example: true additionalProperties: false UpdateCustomSymbolTypeDto: required: - name type: object properties: name: maxLength: 100 minLength: 0 type: string example: Example Title hideAddressField: type: boolean example: true hideSymbolSubtype: type: boolean example: true isDefault: type: boolean default: false example: true dueDiligenceSymbolEntityType: $ref: '#/components/schemas/EntityType' subTypes: type: array items: $ref: '#/components/schemas/CustomSymbolSubTypeDto' nullable: true example: [] customFieldIds: type: array items: type: string format: uuid nullable: true example: [] additionalProperties: false CustomSymbolContact: type: object properties: id: type: string format: uuid example: abc123 name: type: string nullable: true example: Example Title employerName: type: string nullable: true example: example_value roleName: type: string nullable: true example: example_value isDeleted: type: boolean example: true irnPersonId: type: string nullable: true example: '500123' additionalProperties: false CustomSymbolAddressDto: type: object properties: googleMapsPlaceId: type: string nullable: true example: '500123' formattedAddress: type: string nullable: true example: example_value city: type: string nullable: true example: example_value stateProvince: type: string nullable: true example: example_value postalCode: type: string nullable: true example: example_value country: type: string nullable: true example: example_value additionalProperties: false DataAndMetaModel: required: - data type: object properties: data: example: example_value meta: example: example_value responses: GetNotationCrossReferenceGetByFactSetMarketSymbol200Response: description: Successful Response content: application/json: schema: type: object properties: data: type: object properties: id: nullable: true type: string format: id64 x-positive: true description: Identifier of the notation. market: nullable: false type: object x-property-sort: - id - name description: Market of the notation. See endpoint `/basic/market/list` for possible values. properties: id: nullable: true type: number format: id32 x-positive: true description: Identifier of the market. name: nullable: true type: string format: localizedString description: Name of the market. valueUnit: nullable: false type: object x-property-sort: - id - code - isoCode - name description: Value unit of the notation. See endpoint `/basic/valueUnit/list` for possible values. properties: id: nullable: true type: number format: id32 x-positive: true description: Identifier of the value unit. code: nullable: true type: string description: 'Code of the value unit: If assigned, a code according to ISO 4217, otherwise a local code, for a main currency; a code such as GBp (for British pence) for a fractional currency; or a code such as PT (points) for non-currency value units.' isoCode: nullable: true type: string description: ISO 4217 code of the value unit. Empty if the ISO 4217 standard does not define a code for the currency. name: nullable: true type: string format: localizedString description: Name of the value unit. instrument: nullable: false type: object x-property-sort: - id description: Instrument referenced by the notation. properties: id: nullable: true type: string format: id64 x-positive: true description: Identifier of the instrument. description: Notation identified by the FactSet market symbol. nullable: false x-property-sort: - id - market - valueUnit - instrument meta: type: object description: The meta member contains the meta information of the response. properties: status: $ref: '#/components/schemas/StatusObject' x-property-sort: - status x-property-sort: - data - meta PostNotationCrossReferenceListBySymbol200Response: description: Successful Response content: application/json: schema: type: object properties: data: type: array description: List of notations. nullable: false items: type: object nullable: false x-property-sort: - id - active - market - valueUnit - fsym - instrument properties: id: nullable: true type: string format: id64 x-positive: true description: Identifier of the notation. active: nullable: true type: boolean description: Indicates whether the notation is active. market: nullable: false type: object x-property-sort: - id - name description: Market of the notation. See endpoint `/basic/market/list` for possible values. properties: id: nullable: true type: number format: id32 x-positive: true description: Identifier of the market. name: nullable: true type: string format: localizedString description: Name of the market. valueUnit: nullable: false type: object x-property-sort: - id - code - isoCode - name description: Value unit of the notation. See endpoint `/basic/valueUnit/list` for possible values. properties: id: nullable: true type: number format: id32 x-positive: true description: Identifier of the value unit. code: nullable: true type: string description: 'Code of the value unit: If assigned, a code according to ISO 4217, otherwise a local code, for a main currency; a code such as GBp (for British pence) for a fractional currency; or a code such as PT (points) for non-currency value units.' isoCode: nullable: true type: string description: ISO 4217 code of the value unit. Empty if the ISO 4217 standard does not define a code for the currency. name: nullable: true type: string format: localizedString description: Name of the value unit. fsym: nullable: false type: object x-property-sort: - listing - regional description: Notation-level FactSet identifiers of the financial instrument used primarily in FactSet products other than the MDG. properties: listing: nullable: false type: object x-property-sort: - permanentIdentifier - tickerExchange - isPrimary description: Listing-level identifiers. properties: permanentIdentifier: nullable: true type: string description: FactSet Permanent Identifier for a notation. The format is six alpha numeric characters, excluding vowels, with an L suffix (XXXXXX-L). tickerExchange: nullable: true type: string description: 'FactSet market symbol of the notation, usually consisting of the ticker (e.g. "DAI" for Daimler AG) and the three-character code of the exchange on which the listing is traded (example: DAI-ETR).' isPrimary: nullable: true type: boolean description: Indicates whether the notation is the primary notation among all notations within the same region (`true`) or not (`false`). regional: nullable: false type: object x-property-sort: - permanentIdentifier - tickerRegion - isPrimary description: Regional-level identifiers. properties: permanentIdentifier: nullable: true type: string description: FactSet Permanent Identifier for a set of one or more notations of the same region with the same value unit. The format is six alpha numeric characters, excluding vowels, with an R suffix (XXXXXX-R). tickerRegion: nullable: true type: string description: 'FactSet regional symbol of the notation, consisting of the ticker and the two-character code of the country or region where the listing is traded (example: DAI-DE).' isPrimary: nullable: true type: boolean description: Indicates whether the notation is in the primary region of the security (`true`) or not (`false`). instrument: nullable: false type: object x-property-sort: - id - fsym description: Instrument referenced by the notation. properties: id: nullable: true type: string format: id64 x-positive: true description: Identifier of the instrument. fsym: nullable: false type: object x-property-sort: - security description: Instrument-level FactSet identifier of the financial instrument used primarily in FactSet products other than the MDG. properties: security: nullable: false type: object x-property-sort: - permanentIdentifier description: Security-level identifier. properties: permanentIdentifier: nullable: true type: string description: FactSet Permanent Identifier for an instrument. The format is six alpha numeric characters, excluding vowels, with an S suffix (XXXXXX-S). meta: type: object description: The meta member contains the meta information of the response. properties: status: $ref: '#/components/schemas/StatusObject' x-property-sort: - status x-property-sort: - data - meta securitySchemes: basicAuth: type: http scheme: basic externalDocs: url: https://developer.factset.com/api-catalog/analytics-datastore-api description: API Documentation