openapi: 3.0.1 info: title: Factset IRN API v1 description: Allows users to extract, create, update and configure IRN data. version: '1' servers: - url: https://api.factset.com/research/irn description: Production Server - url: https://api-sandbox.factset.com/research/irn description: Sandbox paths: /v1/authors: get: tags: - Authors summary: Factset Get all Authors operationId: GetAuthors parameters: - name: X-IRN-Ignore-Permissions in: header schema: type: boolean default: false responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/AuthorConfigDto' '403': description: Forbidden content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' /v1/contact-custom-fields: get: tags: - Contact Custom Fields summary: Factset Get all the contact custom fields operationId: GetContactCustomFields responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/ContactCustomFieldDto' post: tags: - Contact Custom Fields summary: Factset Create a contact custom field operationId: CreateContactCustomField requestBody: description: ContactCustomFieldSaveDto object to save content: application/json-patch+json: schema: $ref: '#/components/schemas/ContactCustomFieldSaveDto' application/json: schema: $ref: '#/components/schemas/ContactCustomFieldSaveDto' text/json: schema: $ref: '#/components/schemas/ContactCustomFieldSaveDto' application/*+json: schema: $ref: '#/components/schemas/ContactCustomFieldSaveDto' 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' /v1/contact-custom-fields/{contactCustomFieldId}: get: tags: - Contact Custom Fields summary: Factset Get a specific Contact custom field's details operationId: GetContactCustomField parameters: - name: contactCustomFieldId in: path description: contactCustomFieldId to get associated record required: true schema: type: string format: uuid responses: '200': description: Success content: application/json: schema: $ref: '#/components/schemas/ContactCustomFieldDto' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' default: description: Error content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' patch: tags: - Contact Custom Fields summary: Factset Edit a contact custom field operationId: PatchContactCustomField parameters: - name: contactCustomFieldId in: path description: contactCustomFieldId to update associated record required: true schema: type: string format: uuid requestBody: description: contactCustomFieldUpdateDto 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' delete: tags: - Contact Custom Fields summary: Factset Delete a contact custom field operationId: DeleteContactCustomField parameters: - name: contactCustomFieldId in: path description: contactCustomFieldId 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' /v1/contact-roles: get: tags: - Contact Roles summary: Factset Get list of the contact roles configured in your group operationId: GetContactRoles responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/ContactRoleDto' post: tags: - Contact Roles summary: Factset Create contact roles operationId: CreateContactRole requestBody: description: Contact role name content: application/json-patch+json: schema: maxLength: 50 minLength: 0 type: string application/json: schema: maxLength: 50 minLength: 0 type: string text/json: schema: maxLength: 50 minLength: 0 type: string application/*+json: schema: maxLength: 50 minLength: 0 type: string required: true 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' /v1/contact-types: get: tags: - Contact Types summary: Factset Get list of the contact types configured in your group operationId: GetContactTypes responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/ContactTypeDto' post: tags: - Contact Types summary: Factset Create contact types operationId: CreateContactType requestBody: description: Contact type name content: application/json-patch+json: schema: maxLength: 50 minLength: 0 type: string application/json: schema: maxLength: 50 minLength: 0 type: string text/json: schema: maxLength: 50 minLength: 0 type: string application/*+json: schema: maxLength: 50 minLength: 0 type: string required: true 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' /v1/custom-fields: get: tags: - Custom Fields summary: Factset Get all Custom Fields operationId: GetCustomFields parameters: - name: X-IRN-Ignore-Permissions in: header schema: type: boolean default: false responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/CustomFieldConfigDto' '403': description: Forbidden content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' /v1/custom-symbol-custom-fields: get: tags: - Custom Symbol Custom Fields 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' post: tags: - Custom Symbol Custom Fields 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' /v1/custom-symbol-custom-fields/{customSymbolCustomFieldId}: get: tags: - Custom Symbol Custom Fields 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' patch: tags: - Custom Symbol Custom Fields 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' delete: tags: - Custom Symbol Custom Fields 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' /v1/custom-symbol-types: get: tags: - Custom Symbol Types 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' post: tags: - Custom Symbol Types 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' /v1/custom-symbol-types/{customSymbolTypeId}: get: tags: - Custom Symbol Types 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' put: tags: - Custom Symbol Types 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' delete: tags: - Custom Symbol Types 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' /v1/custom-symbol-types/{customSymbolTypeId}/custom-fields: get: tags: - Custom Symbol Types 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' /v1/group: get: tags: - Group summary: Factset Get Group details operationId: GetGroup responses: '200': description: Success content: application/json: schema: $ref: '#/components/schemas/GroupConfigDto' /v1/group/client-sales-representative: get: tags: - Group operationId: GetClientsSalesRepresentative responses: '200': description: Success content: application/json: schema: $ref: '#/components/schemas/ClientSalesRepresentativeDto' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' /v1/phone-number-types: get: tags: - Phone Number Types summary: Factset Get list of the phone types configured in your group operationId: GetPhoneNumberTypes responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/PhoneNumberTypeDto' post: tags: - Phone Number Types summary: Factset Create a phone type operationId: CreatePhoneNumberType requestBody: description: To add phoneNumberType content: application/json-patch+json: schema: maxLength: 50 minLength: 0 type: string application/json: schema: maxLength: 50 minLength: 0 type: string text/json: schema: maxLength: 50 minLength: 0 type: string application/*+json: schema: maxLength: 50 minLength: 0 type: string required: true 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' /v1/recommendations: get: tags: - Recommendations summary: Factset Get all Recommendations operationId: GetRecommendations responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/RecommendationConfigDto' /v1/relationship-categories: get: tags: - Relationship Categories summary: Factset Get list of the relationship categories configured in your group operationId: GetRelationshipCategories responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/RelationshipCategoryDto' post: tags: - Relationship Categories summary: Factset Create a relationship category operationId: CreateRelationshipCategory requestBody: description: RelationshipCategorySaveDto object to save content: application/json-patch+json: schema: $ref: '#/components/schemas/RelationshipCategorySaveDto' application/json: schema: $ref: '#/components/schemas/RelationshipCategorySaveDto' text/json: schema: $ref: '#/components/schemas/RelationshipCategorySaveDto' application/*+json: schema: $ref: '#/components/schemas/RelationshipCategorySaveDto' 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' /v1/relationships: get: tags: - Relationships summary: Factset Get list of the relationships configured in your group operationId: GetRelationships parameters: - name: type in: query schema: $ref: '#/components/schemas/RelationshipType' responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/RelationshipDto' post: tags: - Relationships summary: Factset Create a relationship type operationId: CreateContactRelationshipType requestBody: description: RelationshipSaveDto object to save content: application/json-patch+json: schema: $ref: '#/components/schemas/RelationshipSaveDto' application/json: schema: $ref: '#/components/schemas/RelationshipSaveDto' text/json: schema: $ref: '#/components/schemas/RelationshipSaveDto' application/*+json: schema: $ref: '#/components/schemas/RelationshipSaveDto' 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' /v1/sentiments: get: tags: - Sentiments summary: Factset Get all Sentiments operationId: GetSentiments responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/SentimentConfigDto' /v1/subjects: get: tags: - Subjects summary: Factset Get all Subjects operationId: GetSubjects parameters: - name: X-IRN-Ignore-Permissions in: header schema: type: boolean default: false responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/SubjectSummaryDto' '403': description: Forbidden content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' /v1/subjects/{subjectId}: get: tags: - Subjects summary: Factset Get Subject details for the given Id provided operationId: GetSubject parameters: - name: subjectId in: path description: Id required: true schema: type: string format: uuid - name: X-IRN-Ignore-Permissions in: header description: '' schema: type: boolean default: false responses: '200': description: Success content: application/json: schema: $ref: '#/components/schemas/SubjectConfigDto' '403': description: Forbidden content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' /v1/symbols-relationships: get: tags: - Symbols Relationships summary: Factset Get all the Symbols Relationships operationId: GetSymbolsRelationships responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/SymbolsRelationshipDto' post: tags: - Symbols Relationships 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' /v1/teams: get: tags: - Teams summary: Factset Get all Teams operationId: GetTeams parameters: - name: X-IRN-Ignore-Permissions in: header schema: type: boolean default: false responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/TeamSummaryDto' '403': description: Forbidden content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' /v1/teams/{teamId}: get: tags: - Teams summary: Factset Get Team details for the given Id provided operationId: GetTeam parameters: - name: teamId in: path description: Id required: true schema: type: string format: uuid - name: X-IRN-Ignore-Permissions in: header description: '' schema: type: boolean default: false responses: '200': description: Success content: application/json: schema: $ref: '#/components/schemas/TeamConfigDto' '403': description: Forbidden content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' '404': description: Not Found content: application/json: schema: $ref: '#/components/schemas/ProblemDetails' /v1/users: get: tags: - Users summary: Get all assigned FactSet users operationId: GetAssignedFactSetUsers responses: '200': description: Success content: application/json: schema: type: array items: $ref: '#/components/schemas/UserConfigDto' /v1/custom-symbol-types/reorder: post: tags: - Custom Symbol Types 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' /v1/relationship-categories/reorder: post: tags: - Relationship Categories summary: Factset Reorder relationship categories operationId: UpdateRelationshipCategoryOrder requestBody: description: List of Guid content: application/json-patch+json: schema: $ref: '#/components/schemas/RelationshipCategoryListDto' application/json: schema: $ref: '#/components/schemas/RelationshipCategoryListDto' text/json: schema: $ref: '#/components/schemas/RelationshipCategoryListDto' application/*+json: schema: $ref: '#/components/schemas/RelationshipCategoryListDto' 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' /v1/contact-roles/{contactRoleId}: put: tags: - Contact Roles summary: Factset Edit a contact role operationId: UpdateContactRole parameters: - name: contactRoleId in: path description: contactRoleId to update associated record required: true schema: type: string format: uuid requestBody: description: Updated contact role name content: application/json-patch+json: schema: maxLength: 50 minLength: 0 type: string application/json: schema: maxLength: 50 minLength: 0 type: string text/json: schema: maxLength: 50 minLength: 0 type: string application/*+json: schema: maxLength: 50 minLength: 0 type: string required: true 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' delete: tags: - Contact Roles summary: Factset Delete a contact role operationId: DeleteContactRole parameters: - name: contactRoleId in: path description: contactRoleId 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' /v1/contact-types/{contactTypeId}: put: tags: - Contact Types summary: Factset Edit a contact type operationId: UpdateContactType parameters: - name: contactTypeId in: path description: contactTypeId to update associated record required: true schema: type: string format: uuid requestBody: description: Updated contact type name content: application/json-patch+json: schema: maxLength: 50 minLength: 0 type: string application/json: schema: maxLength: 50 minLength: 0 type: string text/json: schema: maxLength: 50 minLength: 0 type: string application/*+json: schema: maxLength: 50 minLength: 0 type: string required: true 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' delete: tags: - Contact Types summary: Factset Delete a contact type operationId: DeleteContactType parameters: - name: contactTypeId in: path description: contactTypeId 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' /v1/phone-number-types/{phoneNumberTypeId}: put: tags: - Phone Number Types summary: Factset Edit a phone type operationId: UpdatePhoneNumberType parameters: - name: phoneNumberTypeId in: path description: phoneNumberTypeId to update associated record required: true schema: type: string format: uuid requestBody: description: Update with phoneNumberType content: application/json-patch+json: schema: maxLength: 50 minLength: 0 type: string application/json: schema: maxLength: 50 minLength: 0 type: string text/json: schema: maxLength: 50 minLength: 0 type: string application/*+json: schema: maxLength: 50 minLength: 0 type: string required: true 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' delete: tags: - Phone Number Types summary: Factset Delete a phone type operationId: DeletePhoneNumberType parameters: - name: phoneNumberTypeId in: path description: phoneNumberTypeId for deleting 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' /v1/relationship-categories/{relationshipCategoryId}: put: tags: - Relationship Categories summary: Factset Edit a relationship category operationId: EditRelationshipCategory parameters: - name: relationshipCategoryId in: path description: relationshipCategoryId to update associated record required: true schema: type: string format: uuid requestBody: description: RelationshipCategorySaveDto object to update content: application/json-patch+json: schema: $ref: '#/components/schemas/RelationshipCategorySaveDto' application/json: schema: $ref: '#/components/schemas/RelationshipCategorySaveDto' text/json: schema: $ref: '#/components/schemas/RelationshipCategorySaveDto' application/*+json: schema: $ref: '#/components/schemas/RelationshipCategorySaveDto' 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' delete: tags: - Relationship Categories summary: Factset Delete a relationship category operationId: DeleteRelationshipCategory parameters: - name: relationshipCategoryId in: path description: relationshipCategoryId 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' /v1/relationships/{relationshipId}: put: tags: - Relationships summary: Factset Edit a relationship type operationId: EditRelationship parameters: - name: relationshipId in: path description: relationshipId to update associated record required: true schema: type: string format: uuid requestBody: description: RelationshipSaveDto object to update content: application/json-patch+json: schema: $ref: '#/components/schemas/RelationshipSaveDto' application/json: schema: $ref: '#/components/schemas/RelationshipSaveDto' text/json: schema: $ref: '#/components/schemas/RelationshipSaveDto' application/*+json: schema: $ref: '#/components/schemas/RelationshipSaveDto' 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' delete: tags: - Relationships summary: Factset Delete a relationship type operationId: DeleteRelationship parameters: - name: relationshipId in: path description: relationshipId 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' /v1/symbols-relationships/{symbolsRelationshipId}: put: tags: - Symbols Relationships 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' delete: tags: - Symbols Relationships 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' components: schemas: ApprovalLevelConfigDto: type: object properties: name: type: string nullable: true approverIds: type: array items: type: string format: uuid nullable: true additionalProperties: false ApprovalProcessConfigDto: type: object properties: approvalLevels: type: array items: $ref: '#/components/schemas/ApprovalLevelConfigDto' nullable: true viewerIds: type: array items: type: string format: uuid nullable: true shouldSendEmailAlertsWhenSubmittedForApproval: type: boolean shouldSendEmailAlertsWhenApproved: type: boolean shouldSendEmailAlertsWhenDenied: type: boolean shouldSendEmailAlertsToAuthor: type: boolean shouldSendEmailAlertsToApprovers: type: boolean shouldSendEmailAlertsToViewers: type: boolean canAuthorSelfApprove: type: boolean canAuthorEditPending: type: boolean additionalProperties: false AuthorConfigDto: type: object properties: id: type: string format: uuid userName: type: string nullable: true serialNumber: type: string nullable: true firstName: type: string nullable: true lastName: type: string nullable: true emailAddress: type: string nullable: true isActive: type: boolean team: $ref: '#/components/schemas/TeamSummaryDto' additionalProperties: false ClientSalesRepresentativeDto: type: object properties: fullname: type: string nullable: true emailAddress: type: string nullable: true additionalProperties: false CommentaryConfigDto: type: object properties: shouldSendEmailAlertsToAuthor: type: boolean shouldSendEmailAlertsToCommenters: type: boolean shouldSendEmailAlertsToAll: type: boolean additionalProperties: false ContactCustomFieldDto: type: object properties: id: type: string format: uuid code: type: string nullable: true name: type: string nullable: true type: type: string nullable: true isHidden: type: boolean isMandatory: type: boolean formulaConfig: $ref: '#/components/schemas/FormulaConfigDto' contactCustomFieldOptions: type: array items: $ref: '#/components/schemas/ContactCustomFieldOptionDto' nullable: true additionalProperties: false ContactCustomFieldFormulaDto: type: object properties: formula: maxLength: 2040 type: string nullable: true isScreening: type: boolean default: false symbol: type: string nullable: true additionalProperties: false ContactCustomFieldOptionDto: type: object properties: id: type: string format: uuid name: type: string nullable: true order: type: integer format: int32 additionalProperties: false ContactCustomFieldOptionSaveDto: required: - name type: object properties: name: maxLength: 255 type: string additionalProperties: false ContactCustomFieldSaveDto: required: - code - isHidden - isMandatory - name - type type: object properties: code: maxLength: 32 type: string name: maxLength: 100 type: string type: $ref: '#/components/schemas/ContactCustomFieldType' isHidden: type: boolean default: false isMandatory: type: boolean default: false fieldFormula: $ref: '#/components/schemas/ContactCustomFieldFormulaDto' contactCustomFieldOptions: type: array items: $ref: '#/components/schemas/ContactCustomFieldOptionSaveDto' nullable: true additionalProperties: false ContactCustomFieldType: enum: - 0 - 1 - 2 - 3 - 4 - 5 - 6 - 7 type: integer format: int32 ContactRoleDto: required: - id - name type: object properties: id: type: string format: uuid name: maxLength: 50 minLength: 0 type: string additionalProperties: false ContactTypeDto: required: - id - name type: object properties: id: type: string format: uuid name: maxLength: 50 minLength: 0 type: string additionalProperties: false CreateCustomSymbolCustomFieldDto: required: - code - customSymbolTypes - isHidden - isMandatory - isShownInInfobox - name - type type: object properties: code: maxLength: 32 type: string name: maxLength: 100 type: string type: type: string description: >- Type can be one of Text, SingleOption, MultiOptions, Numeric, Date, ExtendedText, ContactLookup isHidden: type: boolean default: false isMandatory: type: boolean default: false isShownInInfobox: type: boolean default: true formulaConfig: $ref: '#/components/schemas/CustomSymbolCustomFieldFormulaConfigDto' optionsConfig: type: array items: type: string nullable: true customSymbolTypes: type: array items: type: string format: uuid additionalProperties: false CustomFieldConfigDto: type: object properties: id: type: string format: uuid code: type: string nullable: true name: type: string nullable: true source: type: string nullable: true type: type: string nullable: true usePreviousValue: type: boolean isMandatory: type: boolean isHidden: type: boolean isFilePath: type: boolean formulaConfig: $ref: '#/components/schemas/FormulaConfigDto' numericConfig: $ref: '#/components/schemas/NumericConfigDto' integerConfig: $ref: '#/components/schemas/IntegerConfigDto' extendedTextConfig: $ref: '#/components/schemas/ExtendedTextConfigDto' optionsConfig: $ref: '#/components/schemas/OptionsConfigDto' additionalProperties: false CustomSymbolCustomFieldConfigDto: type: object properties: id: type: string format: uuid code: type: string nullable: true name: type: string nullable: true type: type: string nullable: true isHidden: type: boolean isMandatory: type: boolean isShownInInfobox: type: boolean formulaConfig: $ref: '#/components/schemas/CustomSymbolCustomFieldFormulaConfigDto' optionsConfig: type: array items: type: string nullable: true customSymbolTypes: type: array items: $ref: '#/components/schemas/CustomSymbolTypeSummaryDto' nullable: true additionalProperties: false CustomSymbolCustomFieldFormulaConfigDto: required: - formula - formulaType type: object properties: formula: maxLength: 2040 type: string formulaType: type: string additionalProperties: false CustomSymbolSubTypeDto: type: object properties: id: type: string format: uuid name: type: string nullable: true additionalProperties: false CustomSymbolTypeDetailDto: type: object properties: id: type: string format: uuid name: type: string nullable: true hideAddressField: type: boolean hideSymbolSubType: type: boolean isDefault: type: boolean dueDiligenceSymbolEntityType: $ref: '#/components/schemas/EntityType' subTypes: type: array items: $ref: '#/components/schemas/CustomSymbolSubTypeDto' nullable: true additionalProperties: false CustomSymbolTypeDto: type: object properties: id: type: string format: uuid name: type: string nullable: true hideAddressField: type: boolean hideSymbolSubType: type: boolean isDefault: type: boolean order: type: integer format: int32 dueDiligenceSymbolEntityType: $ref: '#/components/schemas/EntityType' additionalProperties: false CustomSymbolTypeSummaryDto: type: object properties: id: type: string format: uuid name: type: string nullable: true additionalProperties: false DateSettingsDto: type: object properties: allowEdit: type: boolean isLocked: type: boolean additionalProperties: false EntityType: enum: - 0 - 1 - 2 - 3 type: integer format: int32 ExtendedTextConfigDto: type: object properties: maxChars: type: integer format: int32 additionalProperties: false FormulaConfigDto: type: object properties: formula: type: string nullable: true formulaType: type: string nullable: true additionalProperties: false GroupConfigDto: type: object properties: Id: type: string format: uuid Name: type: string nullable: true Fields: $ref: '#/components/schemas/GroupFieldsDto' additionalProperties: false GroupFieldsDto: type: object properties: title: $ref: '#/components/schemas/TitleSettingsDto' date: $ref: '#/components/schemas/DateSettingsDto' identifier: $ref: '#/components/schemas/IdentifierSettingsDto' subject: $ref: '#/components/schemas/SubjectSettingsDto' recommendation: $ref: '#/components/schemas/RecommendationSettingsDto' sentiment: $ref: '#/components/schemas/SentimentSettingsDto' link: $ref: '#/components/schemas/LinkSettingsDto' note: $ref: '#/components/schemas/NoteSettingsDto' source: $ref: '#/components/schemas/SourceSettingsDto' relatedSymbols: $ref: '#/components/schemas/RelatedSymbolsSettingsDto' relatedResearch: $ref: '#/components/schemas/RelatedResearchSettingsDto' relatedContacts: $ref: '#/components/schemas/RelatedContactsSettingsDto' team: $ref: '#/components/schemas/TeamSettingsDto' organizer: $ref: '#/components/schemas/OrganizerSettingsDto' additionalProperties: false HeadlineFormatConfigDto: type: object properties: name: type: string nullable: true customString: type: string nullable: true customFieldName: type: string nullable: true additionalProperties: false IdentifierSettingsDto: type: object properties: allowEdit: type: boolean additionalProperties: false IntegerConfigDto: type: object properties: splitType: type: string nullable: true additionalProperties: false LinkSettingsDto: type: object properties: isHidden: type: boolean isMandatory: type: boolean usePrevious: type: boolean additionalProperties: false NewItemDto: type: object properties: id: type: string format: uuid additionalProperties: false NoteSettingsDto: type: object properties: isHidden: type: boolean isMandatory: type: boolean usePrevious: type: boolean allowPersonal: type: boolean defaultStatus: type: string nullable: true alternativeCustomFieldId: type: string format: uuid nullable: true additionalProperties: false NumericConfigDto: type: object properties: decimals: type: integer format: int32 splitType: type: string nullable: true additionalProperties: false Operation: type: object properties: operationType: $ref: '#/components/schemas/OperationType' path: type: string nullable: true op: type: string nullable: true from: type: string nullable: true value: nullable: true additionalProperties: false OperationType: enum: - 0 - 1 - 2 - 3 - 4 - 5 - 6 type: integer format: int32 OptionsConfigDto: type: object properties: multiSelectEnabled: type: boolean onTheFlyEnabled: type: boolean options: type: array items: type: string nullable: true additionalProperties: false OrganizerSettingsDto: type: object properties: isHidden: type: boolean isMandatory: type: boolean additionalProperties: false PhoneNumberTypeDto: type: object properties: id: type: string format: uuid name: maxLength: 50 minLength: 0 type: string nullable: true isStandard: type: boolean additionalProperties: false ProblemDetails: type: object properties: type: type: string nullable: true title: type: string nullable: true status: type: integer format: int32 nullable: true detail: type: string nullable: true instance: type: string nullable: true additionalProperties: {} RatingConfigDto: type: object properties: ratingsVisibleToAuthor: type: boolean ratingsVisibleToViewers: type: boolean ratingsVisibleToAll: type: boolean viewerIds: type: array items: type: string format: uuid nullable: true optionValues: type: array items: type: integer format: int32 nullable: true additionalProperties: false RecommendationConfigDto: type: object properties: id: type: string format: uuid name: type: string nullable: true code: type: integer format: int32 isHidden: type: boolean additionalProperties: false RecommendationSettingsDto: type: object properties: isHidden: type: boolean isMandatory: type: boolean usePrevious: type: boolean defaultId: type: string format: uuid nullable: true additionalProperties: false RelatedContactsSettingsDto: type: object properties: isHidden: type: boolean isMandatory: type: boolean usePrevious: type: boolean additionalProperties: false RelatedResearchSettingsDto: type: object properties: isHidden: type: boolean isMandatory: type: boolean usePrevious: type: boolean additionalProperties: false RelatedSymbolsSettingsDto: type: object properties: isHidden: type: boolean isMandatory: type: boolean usePrevious: type: boolean additionalProperties: false RelationshipCategoryDto: type: object properties: id: type: string format: uuid name: type: string nullable: true isStandard: type: boolean isContactToContact: type: boolean isContactToSymbol: type: boolean relationships: type: array items: $ref: '#/components/schemas/RelationshipDto' nullable: true additionalProperties: false RelationshipCategoryListDto: required: - ids type: object properties: ids: type: array items: type: string format: uuid additionalProperties: false RelationshipCategorySaveDto: required: - categoryName type: object properties: categoryName: maxLength: 50 minLength: 0 type: string isContactToContact: type: boolean default: false isContactToSymbol: type: boolean default: false additionalProperties: false RelationshipDto: type: object properties: id: type: string format: uuid relationshipCategoryId: type: string format: uuid relationshipCode: type: string nullable: true bidirectionalName: type: string nullable: true leftToRightName: type: string nullable: true rightToLeftName: type: string nullable: true hideDates: type: boolean hideComment: type: boolean hideCompany: type: boolean isCustomisable: type: boolean additionalProperties: false RelationshipSaveDto: required: - hideComment - hideCompany - hideDates - relationshipCategoryId type: object properties: relationshipCategoryId: type: string format: uuid relationshipCode: maxLength: 5 minLength: 0 type: string nullable: true bidirectionalName: maxLength: 50 minLength: 0 type: string nullable: true leftToRightName: maxLength: 50 minLength: 0 type: string nullable: true rightToLeftName: maxLength: 50 minLength: 0 type: string nullable: true hideDates: type: boolean default: false hideComment: type: boolean default: false hideCompany: type: boolean default: false additionalProperties: false RelationshipType: enum: - 0 - 1 - 2 type: integer format: int32 ReorderCustomSymbolTypeDto: type: object properties: ids: type: array items: type: string format: uuid nullable: true additionalProperties: false SaveCustomSymbolTypeDto: required: - name type: object properties: name: maxLength: 100 minLength: 0 type: string hideAddressField: type: boolean hideSymbolSubtype: type: boolean isDefault: type: boolean default: false dueDiligenceSymbolEntityType: $ref: '#/components/schemas/EntityType' subTypes: type: array items: type: string nullable: true customFieldIds: type: array items: type: string format: uuid nullable: true additionalProperties: false SentimentConfigDto: type: object properties: id: type: string format: uuid name: type: string nullable: true code: type: integer format: int32 color: type: string nullable: true isHidden: type: boolean additionalProperties: false SentimentSettingsDto: type: object properties: isHidden: type: boolean isMandatory: type: boolean usePrevious: type: boolean defaultId: type: string format: uuid nullable: true additionalProperties: false SourceSettingsDto: type: object properties: isHidden: type: boolean isMandatory: type: boolean usePrevious: type: boolean additionalProperties: false SubjectConfigDto: type: object properties: id: type: string format: uuid name: type: string nullable: true code: type: string nullable: true isHidden: type: boolean identifierType: type: string nullable: true identifierTypes: type: array items: type: string nullable: true type: type: string nullable: true customFieldIds: type: array items: type: string format: uuid nullable: true approvalProcessConfig: $ref: '#/components/schemas/ApprovalProcessConfigDto' commentaryConfig: $ref: '#/components/schemas/CommentaryConfigDto' newsHeadlineFormat: type: array items: $ref: '#/components/schemas/HeadlineFormatConfigDto' nullable: true emailHeadlineFormat: type: array items: $ref: '#/components/schemas/HeadlineFormatConfigDto' nullable: true ratingConfig: $ref: '#/components/schemas/RatingConfigDto' noteLengthLimit: type: integer format: int32 nullable: true additionalProperties: false SubjectSettingsDto: type: object properties: defaultId: type: string format: uuid nullable: true additionalProperties: false SubjectSummaryDto: type: object properties: id: type: string format: uuid name: type: string nullable: true code: type: string nullable: true identifierType: type: string nullable: true identifierTypes: type: array items: type: string nullable: true type: type: string nullable: true isHidden: type: boolean customFieldIds: type: array items: type: string format: uuid nullable: true noteLengthLimit: type: integer format: int32 nullable: true additionalProperties: false SymbolsRelationShipSaveDto: required: - hideComment - hideDates type: object properties: relationshipCode: maxLength: 3 minLength: 0 type: string nullable: true parentToChildName: maxLength: 50 minLength: 0 type: string nullable: true childToParentName: maxLength: 50 minLength: 0 type: string nullable: true peerName: maxLength: 50 minLength: 0 type: string nullable: true hideDates: type: boolean default: true hideComment: type: boolean default: true additionalProperties: false SymbolsRelationshipDto: type: object properties: id: type: string format: uuid relationshipCode: type: string nullable: true parentToChildName: type: string nullable: true childToParentName: type: string nullable: true peerName: type: string nullable: true hideDates: type: boolean hideComment: type: boolean additionalProperties: false TeamConfigDto: type: object properties: id: type: string format: uuid name: type: string nullable: true code: type: string nullable: true defaultSubjectId: type: string format: uuid nullable: true userIds: type: array items: type: string format: uuid nullable: true additionalProperties: false TeamSettingsDto: type: object properties: defaultId: type: string format: uuid nullable: true additionalProperties: false TeamSummaryDto: type: object properties: id: type: string format: uuid name: type: string nullable: true code: type: string nullable: true additionalProperties: false TitleSettingsDto: type: object properties: usePrevious: type: boolean additionalProperties: false UpdateCustomSymbolTypeDto: required: - name type: object properties: name: maxLength: 100 minLength: 0 type: string hideAddressField: type: boolean hideSymbolSubtype: type: boolean isDefault: type: boolean default: false dueDiligenceSymbolEntityType: $ref: '#/components/schemas/EntityType' subTypes: type: array items: $ref: '#/components/schemas/CustomSymbolSubTypeDto' nullable: true customFieldIds: type: array items: type: string format: uuid nullable: true additionalProperties: false UserConfigDto: type: object properties: id: type: string format: uuid userName: type: string nullable: true serialNumber: type: string nullable: true firstName: type: string nullable: true lastName: type: string nullable: true emailAddress: type: string nullable: true team: $ref: '#/components/schemas/TeamSummaryDto' additionalProperties: false securitySchemes: basicScheme: type: http scheme: basic security: - basicScheme: [] tags: - name: Authors - name: Contact Custom Fields - name: Contact Roles - name: Contact Types - name: Custom Fields - name: Custom Symbol Custom Fields - name: Custom Symbol Types - name: Group - name: Phone Number Types - name: Recommendations - name: Relationship Categories - name: Relationships - name: Sentiments - name: Subjects - name: Symbols Relationships - name: Teams - name: Users