openapi: 3.0.0 info: version: 3.3.0 title: FactSet Symbology API contact: name: FactSet Research Systems email: api@factset.com description: > The FactSet Symbology API provides symbol resolution services, allowing clients to translate market identifiers into various symbology types such as, FactSet Permanent Identifiers, CUSIP, ISIN, SEDOL, Tickers, and LEIs.
Factset's Symbology API sits at the center of its hub-and-spoke data model, enabling you to quickly harmonize the expanding catalog of Content APIs.
servers: - url: https://api.factset.com/content description: Production security: - BasicAuth: [] paths: /symbology/v3/identifier-resolution: get: tags: - Symbology summary: >- Factset Returns the specified output identifiers for the specified input identifier. operationId: identifierResolution description: > The Identifier Resolution endpoint provides flexibility for requesting and receiving both third-party and FactSet Permanent identifiers. Users can both input and output most of the listed identifiers, with exceptions noted below. All input and output symbols must be declared, and users have the ability to resolve one input symbol to many different output symbols in one request. * **BIC*** - Bank Identification Code (e.g. ABXXHKH1) * **CIK** - Edgar Central Index Keys (e.g. 0000100331) * **CRD** - Central Registration Depository (e.g. 149722) * **DUNS** - Dun & Bradstreet Data Universal Numbering System (e.g. 687741991) (Input only) * **EIN** - Employer Identification Number (e.g. 953540776) * **FITCH*** - Fitch Ratings Identifier (e.g. 47504) * **LEI** - Legal Entity Identifier (e.g. 549300A6K7JX8EX2QZ33) * **MD*** - Moody's Ratings Identifier (e.g. 0823736553) * **SPR*** - S&P Ratings Identifier (e.g. 301939) * **VALOREN** - Valoren ("Valor") Identification (e.g. 685558) (Input only) * **WKN*** - German Securities Identification ("Wertpapierkennnummer") (e.g. A0MU9T) * **UKCH** - UK Company House Identifier (e.g.CE012494) * **RSSD** - Federal Reserve RSSD Identifier (1139297) * **SEDOL*** * **CUSIP*** * **fsymEntityId** - FactSet entity Id * **fsymSecurityId** - FactSet security level permanent identifier * **fsymRegionalId** - FactSet regional level permanent identifier * **fsymListingId** - FactSet listing level permanent identifier * **ISIN*** * **tickerExchange** - Ticker Exchange is a marketplace where stocks, bonds, commodities, and derivatives are bought and sold. (e.g. GOOGL-NAS) * **tickerRegion** - Ticker Region is the geographical region or market segment where a particular stock or security is listed and traded. (e.g. GOOGL-US) * **bloombergFigi** - Bloomberg Listing/Regional/Security Identifier (output symbols: bloombergFigiListing, bloombergFigiRegional & bloombergFigiSecurity) (e.g. BBG009S39JY5) * **bloombergTicker** - Bloomberg Listing and Regional Ticker Identifier (output symbols: bloombergRegionalTicker & bloombergListingTicker) (e.g. GOOGL UW) * **GVKEY** - CompuStat Entity Identifier (e.g. 063172)(Input only) * **GVKEY & IID** - CompuStat Security Identifier (e.g.063172001) (Input only) * **JCN** - Japan Corporate Number (e.g. 9011101021173) * **LoanX** - Markit Bank Loan Security Identifier (e.g. LX130668) (Input only) * **MarkitRed** - Markit Entity Identifier (e.g. 3D337C) (Input only) **These symbol types require additional subscriptions. If you would like to gain access to these symbol types, please contact your FactSet Account Team or "Report Issue" above and our support teams can assist.* parameters: - $ref: '#/components/parameters/getIdsResolution' - $ref: '#/components/parameters/getInputSymbolType' - $ref: '#/components/parameters/getOutputSymbolTypes' responses: '200': description: Symbol translation objects. content: application/json: schema: $ref: '#/components/schemas/identifierResolutionResponse' examples: Translate Single Security or Entity Identifier: $ref: '#/components/examples/singleIdentifierResolution' Translate Multiple Security or Entity Identifiers: $ref: '#/components/examples/multipleIdentifierResolution' '400': description: >- Bad Request. This can occur for several reasons. Please review the "message" for more details. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Bad Request - Missing Required Parameter: $ref: '#/components/examples/badRequestRequiredParameter' Bad Request - Invalid Parameter: $ref: '#/components/examples/badRequestInvalidParameters' Bad Request - Malformed JSON: $ref: '#/components/examples/badRequestMalformedJSON' Bad Request - Read Timeout: $ref: '#/components/examples/badRequestReadTimeout' '401': $ref: '#/components/responses/401Legacy' '403': description: '' content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Forbidden: $ref: '#/components/examples/forbidden' Forbidden Identifier: $ref: '#/components/examples/forbiddenIdentifier' '415': $ref: '#/components/responses/415Legacy' '500': $ref: '#/components/responses/500Legacy' post: tags: - Symbology summary: Factset Returns the specified output identifiers for the given input identifier. description: > The Identifier Resolution endpoint provides flexibility for requesting and receiving both third-party and FactSet Permanent identifiers. Users can both input and output most of the listed identifiers, with exceptions noted below. All input and output symbols must be declared, and users have the ability to resolve one input symbol to many different output symbols in one request. * **BIC*** - Bank Identification Code (e.g. ABXXHKH1) * **CIK** - Edgar Central Index Keys (e.g. 0000100331) * **CRD** - Central Registration Depository (e.g. 149722) * **DUNS** - Dun & Bradstreet Data Universal Numbering System (e.g. 687741991) (Input only) * **EIN** - Employer Identification Number (e.g. 953540776) * **FITCH*** - Fitch Ratings Identifier (e.g. 47504) * **LEI** - Legal Entity Identifier (e.g. 549300A6K7JX8EX2QZ33) * **MD*** - Moody's Ratings Identifier (e.g. 0823736553) * **SPR*** - S&P Ratings Identifier (e.g. 301939) * **VALOREN** - Valoren ("Valor") Identification (e.g. 685558) (Input only) * **WKN*** - German Securities Identification ("Wertpapierkennnummer") (e.g. A0MU9T) * **UKCH** - UK Company House Identifier (e.g.CE012494) * **RSSD** - Federal Reserve RSSD Identifier (1139297) * **SEDOL*** * **CUSIP*** * **fsymEntityId** - FactSet entity Id * **fsymSecurityId** - FactSet security level permanent identifier * **fsymRegionalId** - FactSet regional level permanent identifier * **fsymListingId** - FactSet listing level permanent identifier * **ISIN*** * **tickerExchange** - Ticker Exchange, a marketplace where stocks, bonds, commodities, and derivatives are bought and sold. (e.g. GOOGL-NAS) * **tickerRegion** - Ticker Region, geographical region or market segment where a particular stock or security is listed and traded. (e.g. GOOGL-US) * **bloombergFigi** - Bloomberg Listing/Regional/Security Identifier (output symbols: bloombergFigiListing, bloombergFigiRegional & bloombergFigiSecurity ) (e.g. BBG009S39JY5) * **bloombergTicker** - Bloomberg Listing and Regional Ticker Identifier (output symbols: bloombergRegionalTicker & bloombergListingTicker) (e.g. GOOGL UW) * **GVKEY** - CompuStat Entity Identifier (e.g. 063172)(Input only) * **GVKEY & IID** - CompuStat Security Identifier (e.g.063172001) (Input only) * **JCN** - Japan Corporate Number (e.g. 9011101021173) * **LoanX** - Markit Bank Loan Security Identifier (e.g. LX130668) (Input only) * **MarkitRed** - Markit Entity Identifier (e.g. 3D337C) (Input only) **These symbol types require additional subscriptions. If you would like to gain access to these symbol types, please contact your FactSet Account Team or "Report Issue" above and our support teams can assist.* operationId: batchIdentifierResolution requestBody: required: true description: Request Body for Identifier Resolution. content: application/json: schema: $ref: '#/components/schemas/identifierResolutionRequest' examples: Translate Single Security or Entity Identifier: $ref: '#/components/examples/singleIdentifierResolutionPost' Translate Multiple Security or Entity Identifiers: $ref: '#/components/examples/multipleIdentifierResolutionPost' responses: '200': description: Symbol translation objects. content: application/json: schema: $ref: '#/components/schemas/identifierResolutionResponse' examples: Translate Single Security or Entity Identifier: $ref: '#/components/examples/singleIdentifierResolution' Translate Multiple Security or Entity Identifiers: $ref: '#/components/examples/multipleIdentifierResolution' '400': description: >- Bad Request. This can occur for several reasons. Please review the "message" for more details. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Bad Request - Missing Required Parameter: $ref: '#/components/examples/badRequestRequiredParameter' Bad Request - Invalid Parameter: $ref: '#/components/examples/badRequestInvalidParameters' Bad Request - Malformed JSON: $ref: '#/components/examples/badRequestMalformedJSON' Bad Request - Read Timeout: $ref: '#/components/examples/badRequestReadTimeout' '401': $ref: '#/components/responses/401Legacy' '403': description: '' content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Forbidden: $ref: '#/components/examples/forbidden' Forbidden Identifier: $ref: '#/components/examples/forbiddenIdentifier' '415': $ref: '#/components/responses/415Legacy' '500': $ref: '#/components/responses/500Legacy' /symbology/v3/historical-identifier-resolution: get: tags: - Symbology summary: >- Factset Returns the specified historical output identifiers for the given input identifier. operationId: historicalIdentifierResolution description: > This endpoint enables the retrieval of historical CUSIP, SEDOL, ISIN, and tickerRegion identifiers. Users can input any of the listed identifiers and resolve one input symbol to multiple different output symbols in a single request. Both input and output symbols must be declared. The `asOfDate` field allows users to retrieve the full history of an identifier or the specific identifiers as of the requested date. * **BIC*** - Bank Identification Code (e.g. ABXXHKH1) (Input only) * **CIK** - Edgar Central Index Keys (e.g. 0000100331) (Input only) * **CRD** - Central Registration Depository (e.g. 149722) (Input only) * **DUNS** - Dun & Bradstreet Data Universal Numbering System (e.g. 687741991) (Input only) * **EIN** - Employer Identification Number (e.g. 953540776) (Input only) * **FITCH*** - Fitch Ratings Identifier (e.g. 47504) (Input only) * **LEI** - Legal Entity Identifier (e.g. 549300A6K7JX8EX2QZ33) (Input only) * **MD*** - Moody's Ratings Identifier (e.g. 0823736553) (Input only) * **SPR*** - S&P Ratings Identifier (e.g. 301939) (Input only) * **VALOREN** - Valoren ("Valor") Identification (e.g. 685558) (Input only) * **WKN*** - German Securities Identification ("Wertpapierkennnummer") (e.g. A0MU9T) (Input only) * **UKCH** - UK Company House Identifier (e.g.CE012494) (Input only) * **RSSD** - Federal Reserve RSSD Identifier (1139297) (Input only) * **SEDOL*** * **CUSIP*** * **fsymEntityId** - FactSet entity Id (Input only) * **fsymSecurityId** - FactSet security level permanent identifier (Input only) * **fsymRegionalId** - FactSet regional level permanent identifier (Input only) * **fsymListingId** - FactSet listing level permanent identifier (Input only) * **ISIN*** * **tickerExchange** - Ticker Exchange is a marketplace where stocks, bonds, commodities, and derivatives are bought and sold. (e.g. GOOGL-NAS) (Input only) * **tickerRegion** - Ticker Region is the geographical region or market segment where a particular stock or security is listed and traded. (e.g. GOOGL-US) * **bloombergFigi** - Bloomberg Listing/Regional/Security Identifier (output symbols: bloombergFigiListing, bloombergFigiRegional & bloombergFigiSecurity ) (e.g. BBG009S39JY5) (Input only) * **bloombergTicker** - Bloomberg Listing and Regional Ticker Identifier (output symbols: bloombergRegionalTicker & bloombergListingTicker) (e.g. GOOGL UW) (Input only) * **GVKEY** - CompuStat Entity Identifier (e.g. 063172) (Input only) * **GVKEY & IID** - CompuStat Security Identifier (e.g.063172001) (Input only) * **JCN** - Japan Corporate Number (e.g. 9011101021173) (Input only) * **LoanX** - Markit Bank Loan Security Identifier (e.g. LX130668) (Input only) * **MarkitRed** - Markit Entity Identifier (e.g. 3D337C) (Input only) **These symbol types require additional subscriptions. If you would like to gain access to these symbol types, please contact your FactSet Account Team or "Report Issue" above and our support teams can assist.* parameters: - $ref: '#/components/parameters/getIdsResolution' - $ref: '#/components/parameters/getHistoricalInputSymbolType' - $ref: '#/components/parameters/getHistoricalOutputSymbolTypes' - $ref: '#/components/parameters/getAsOfDate' responses: '200': description: Symbol translation objects. content: application/json: schema: $ref: '#/components/schemas/identifierResolutionHistoricalResponse' examples: Translate Single Security or Entity Identifier: $ref: '#/components/examples/singleHistoricalIdentifierResolution' Translate Multiple Security or Entity Identifiers: $ref: '#/components/examples/multipleHistoricalIdentifierResolution' '400': description: >- Bad Request. This can occur for several reasons. Please review the "message" for more details. content: application/json: schema: $ref: '#/components/schemas/errorResponseHistorical' examples: Bad Request - Missing Required Parameter: $ref: '#/components/examples/badRequestRequiredParameterHistorical' Bad Request - Invalid Parameter: $ref: '#/components/examples/badRequestInvalidParametersHistorical' Bad Request - Malformed JSON: $ref: '#/components/examples/badRequestMalformedJSONHistorical' Bad Request - Read Timeout: $ref: '#/components/examples/badRequestReadTimeoutHistorical' '401': $ref: '#/components/responses/401' '403': description: '' content: application/json: schema: $ref: '#/components/schemas/errorResponseHistorical' examples: Forbidden: $ref: '#/components/examples/forbiddenHistorical' Forbidden Identifier: $ref: '#/components/examples/forbiddenIdentifierHistorical' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' post: tags: - Symbology summary: >- Factset Returns the specified historical output identifiers for the given input identifier. description: > This endpoint enables the retrieval of historical CUSIP, SEDOL, ISIN, and tickerRegion identifiers. Users can input any of the listed identifiers and resolve one input symbol to multiple different output symbols in a single request. Both input and output symbols must be declared. The `asOfDate` field allows users to retrieve the full history of an identifier or the specific identifiers as of the requested date. * **BIC*** - Bank Identification Code (e.g. ABXXHKH1) (Input only) * **CIK** - Edgar Central Index Keys (e.g. 0000100331) (Input only) * **CRD** - Central Registration Depository (e.g. 149722) (Input only) * **DUNS** - Dun & Bradstreet Data Universal Numbering System (e.g. 687741991) (Input only) * **EIN** - Employer Identification Number (e.g. 953540776) (Input only) * **FITCH*** - Fitch Ratings Identifier (e.g. 47504) (Input only) * **LEI** - Legal Entity Identifier (e.g. 549300A6K7JX8EX2QZ33) (Input only) * **MD*** - Moody's Ratings Identifier (e.g. 0823736553) (Input only) * **SPR*** - S&P Ratings Identifier (e.g. 301939) (Input only) * **VALOREN** - Valoren ("Valor") Identification (e.g. 685558) (Input only) * **WKN*** - German Securities Identification ("Wertpapierkennnummer") (e.g. A0MU9T) (Input only) * **UKCH** - UK Company House Identifier (e.g.CE012494) (Input only) * **RSSD** - Federal Reserve RSSD Identifier (1139297) (Input only) * **SEDOL*** * **CUSIP*** * **fsymEntityId** - FactSet entity Id (Input only) * **fsymSecurityId** - FactSet security level permanent identifier (Input only) * **fsymRegionalId** - FactSet regional level permanent identifier (Input only) * **fsymListingId** - FactSet listing level permanent identifier (Input only) * **ISIN*** * **tickerExchange** - Ticker Exchange, a marketplace where stocks, bonds, commodities, and derivatives are bought and sold. (e.g. GOOGL-NAS) (Input only) * **tickerRegion** - Ticker Region, geographical region or market segment where a particular stock or security is listed and traded. (e.g. GOOGL-US) * **bloombergFigi** - Bloomberg Listing/Regional/Security Identifier (output symbols: bloombergFigiListing, bloombergFigiRegional & bloombergFigiSecurity ) (e.g. BBG009S39JY5) (Input only) * **bloombergTicker** - Bloomberg Listing and Regional Ticker Identifier (output symbols: bloombergRegionalTicker & bloombergListingTicker) (e.g. GOOGL UW) (Input only) * **GVKEY** - CompuStat Entity Identifier (e.g. 063172) (Input only) * **GVKEY & IID** - CompuStat Security Identifier (e.g.063172001) (Input only) * **JCN** - Japan Corporate Number (e.g. 9011101021173) (Input only) * **LoanX** - Markit Bank Loan Security Identifier (e.g. LX130668) (Input only) * **MarkitRed** - Markit Entity Identifier (e.g. 3D337C) (Input only) **These symbol types require additional subscriptions. If you would like to gain access to these symbol types, please contact your FactSet Account Team or "Report Issue" above and our support teams can assist.* operationId: batchHistoricalIdentifierResolution requestBody: required: true description: Request Body for Historical Identifier Resolution. content: application/json: schema: $ref: '#/components/schemas/identifierResolutionHistoricalRequest' examples: Translate Single Security or Entity Identifier: $ref: '#/components/examples/singleHistoricalIdentifierResolutionPost' Translate Multiple Security or Entity Identifiers: $ref: >- #/components/examples/multipleHistoricalIdentifierResolutionPost responses: '200': description: Symbol translation objects. content: application/json: schema: $ref: '#/components/schemas/identifierResolutionHistoricalResponse' examples: Translate Single Security or Entity Identifier: $ref: '#/components/examples/singleHistoricalIdentifierResolution' Translate Multiple Security or Entity Identifiers: $ref: '#/components/examples/multipleHistoricalIdentifierResolution' '400': description: >- Bad Request. This can occur for several reasons. Please review the "message" for more details. content: application/json: schema: $ref: '#/components/schemas/errorResponseHistorical' examples: Bad Request - Missing Required Parameter: $ref: '#/components/examples/badRequestRequiredParameterHistorical' Bad Request - Invalid Parameter: $ref: '#/components/examples/badRequestInvalidParametersHistorical' Bad Request - Malformed JSON: $ref: '#/components/examples/badRequestMalformedJSONHistorical' Bad Request - Read Timeout: $ref: '#/components/examples/badRequestReadTimeoutHistorical' '401': $ref: '#/components/responses/401' '403': description: '' content: application/json: schema: $ref: '#/components/schemas/errorResponseHistorical' examples: Forbidden: $ref: '#/components/examples/forbiddenHistorical' Forbidden Identifier: $ref: '#/components/examples/forbiddenIdentifierHistorical' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' components: securitySchemes: BasicAuth: type: http scheme: basic parameters: getIdsResolution: name: ids in: query schema: type: array items: type: string minItems: 1 maxItems: 3000 required: true explode: false description: > Requested security or entity identifiers. All requested identifiers must be of the same type. This request value is sent back in the response as, `requestId'.***ids limit** = 100 per request*
*NOTE: GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may lead to exceeding this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective "POST" method.
* examples: singleMarketId: summary: One Security or Entity Identifier value: - GOOGL-US multipleMarketIds: summary: Multiple Security or Entity Identifiers value: - GOOGL-US - AAPL-US - MSFT-US getInputSymbolType: name: inputSymbolType in: query schema: type: string enum: - BIC - CIK - CRD - DUNS - EIN - FITCH - LEI - MD - SPR - VALOREN - WKN - UKCH - RSSD - SEDOL - CUSIP - fsymEntityId - fsymSecurityId - fsymRegionalId - fsymListingId - ISIN - tickerExchange - tickerRegion - bloombergFigi - bloombergTicker - GVKEY - GVKEY & IID - JCN - LoanX - MarkitRed default: tickerRegion required: true description: > The type of symbol being inputted. Only one type of symbol is accepted with each request. getHistoricalInputSymbolType: name: inputSymbolType in: query schema: type: string enum: - BIC - CIK - CRD - DUNS - EIN - FITCH - LEI - MD - SPR - VALOREN - WKN - UKCH - RSSD - SEDOL - CUSIP - fsymEntityId - fsymSecurityId - fsymRegionalId - fsymListingId - ISIN - tickerExchange - tickerRegion - bloombergFigi - bloombergTicker - GVKEY - GVKEY & IID - JCN - LoanX - MarkitRed required: true example: tickerRegion description: > The type of symbol being inputted. Only one type of symbol is accepted with each request. getOutputSymbolTypes: name: outputSymbolTypes in: query schema: type: array items: type: string enum: - BIC - CIK - CRD - EIN - FITCH - LEI - MD - SPR - WKN - UKCH - RSSD - SEDOL - CUSIP - fsymEntityId - fsymSecurityId - fsymRegionalId - fsymListingId - ISIN - tickerExchange - tickerRegion - JCN - bloombergListingTicker - bloombergRegionalTicker - bloombergFigiListing - bloombergFigiRegional - bloombergFigiSecurity required: true explode: false description: >- The type of symbols being outputted. Multiple types of symbols can be outputted with each request. The user must be authorized for the requested identifier type. example: - CUSIP - SEDOL getHistoricalOutputSymbolTypes: name: outputSymbolTypes in: query schema: type: array items: type: string enum: - SEDOL - CUSIP - ISIN - tickerRegion required: true explode: false description: >- The type of symbols being outputted. Multiple types of symbols can be outputted with each request. The user must be authorized for the requested identifier type. example: - CUSIP - SEDOL getAsOfDate: name: asOfDate in: query schema: type: string format: date required: false description: > As of date for historical symbol request in YYYY-MM-DD format. If no `asOfDate` is requested, the response will include the full history of the identifier. example: '2010-01-01' schemas: identifierResolutionRequest: title: Identifier Resolution Request description: Request object for Identifier Resolution endpoint. type: object properties: ids: $ref: '#/components/schemas/getIdsResolution' inputSymbolType: $ref: '#/components/schemas/getInputSymbolType' outputSymbolTypes: $ref: '#/components/schemas/getOutputSymbolTypes' required: - ids - inputSymbolType - outputSymbolTypes identifierResolutionResponse: title: Identifier Resolution Response description: Response object for Identifier Resolution endpoint. type: object properties: data: description: Array of symbol translation objects. type: array items: $ref: '#/components/schemas/identifierResolution' identifierResolution: title: Identifier Resolution description: Identifier Resolution data object. type: object properties: requestId: type: string description: Identifier inputted in the request. example: GOOGL-US nullable: false inputSymbolType: type: string description: The type of identifier inputted in the request example: tickerRegion nullable: false name: type: string description: Name of the requested identifier example: Alphabet Inc. Class A nullable: true frefListingExchange: type: string description: >- The 3 digit fref exchange code for the primary exchange of the security example: USA nullable: true currency: type: string description: The 3 digit ISO code for the currency example: USD nullable: true additionalProperties: title: Requested output symbol type description: > The Key in the Key-Value pair is the name of the requested outputSymbolType. The Value in the Key-Value is the requestId translated to the outputSymbolType. example: '"cusip": "02079K305"' nullable: true type: string identifierResolutionHistoricalRequest: title: Historical Identifier Resolution Request description: Request object for Historical Identifier Resolution endpoint. type: object properties: data: $ref: '#/components/schemas/identifierResolutionHistoricalRequestBody' required: - data identifierResolutionHistoricalRequestBody: title: Historical Identifier Resolution Request description: Request object for Historical Identifier Resolution endpoint. type: object properties: ids: $ref: '#/components/schemas/getIdsResolution' inputSymbolType: $ref: '#/components/schemas/getHistoricalInputSymbolType' outputSymbolTypes: $ref: '#/components/schemas/getHistoricalOutputSymbolTypes' asOfDate: $ref: '#/components/schemas/getAsOfDate' required: - ids - inputSymbolType - outputSymbolTypes identifierResolutionHistoricalResponse: title: Historical Identifier Resolution Response description: Response object for Historical Identifier Resolution endpoint. type: object properties: data: description: Array of symbol translation objects. type: array items: $ref: '#/components/schemas/identifierResolutionHistorical' identifierResolutionHistorical: title: Historical Identifier Resolution description: Historical Identifier Resolution data object. type: object properties: requestId: type: string description: Identifier inputted in the request. example: GOOGL-US nullable: false inputSymbolType: type: string description: The type of identifier inputted in the request example: tickerRegion nullable: false name: type: string description: Name of the requested identifier example: Alphabet Inc. Class A nullable: true frefListingExchange: type: string description: >- The 3 digit fref exchange code for the primary exchange of the security example: USA nullable: true currency: type: string description: The 3 digit ISO code for the currency example: USD nullable: true outputType: type: string description: Type of identifier outputted. example: tickerRegion nullable: true value: type: string description: Requested identifier. example: GOOGL-US nullable: true startDate: type: string format: date description: Start Date in YYYY-MM-DD format. example: '2010-01-01' nullable: true endDate: type: string format: date description: End Date in YYYY-MM-DD format. example: '2010-01-01' nullable: true errorResponse: type: object title: Error Response Identifier Resolution properties: status: description: status type: string example: Bad Request timestamp: description: timestamp in YYYY-MM-DD HH:MM:SS.SSS type: string example: '2019-11-01 11:09:41.918' format: date-time path: description: The Endpoint path {package}/version/{endpoint} type: string example: /symbology/v3/{endpoint} message: description: The plain text error message type: string example: Validation Error subErrors: description: subErrors related to the error message. Null if not applicable. type: object properties: object: description: the operation ID type: string field: description: Parameter Field Name type: string message: description: Error message type: string rejectedValue: description: Rejected Values in an Array type: array items: type: string errorResponseHistorical: type: object title: Error Response Historical Identifier Resolution description: Error Default Response properties: errors: type: array description: An array containing errors items: $ref: '#/components/schemas/errorObject' errorObject: type: object properties: id: description: A UUID for this particular occurrence of the problem. type: string example: adb01824-252f-4420-b0c6-35a1e3507ef5 code: description: status type: string example: Bad Request links: description: The Endpoint path {package}/version/{endpoint} type: object properties: about: description: Details. type: string example: /symbology/v3/{endpoint} title: description: The plain text error message type: string example: Validation Error getIdsResolution: title: Identifier List for Resolution type: array items: type: string minItems: 1 maxItems: 3000 description: >- Requested market securities or entities. All requested identifiers must be of the same type. Accepted identifiers include all FactSet Permanent Identifiers types, CUSIP, SEDOL, ISIN, and Tickers. This request value is sent back in the response as, `requestId'. example: - GOOGL-US getInputSymbolType: title: Input Symbol Type type: string description: >- The type of symbol submitted for resolution to other identifiers. Only one type of symbol is accepted with each request. enum: - BIC - CIK - CRD - DUNS - EIN - FITCH - LEI - MD - SPR - VALOREN - WKN - UKCH - RSSD - SEDOL - CUSIP - fsymEntityId - fsymSecurityId - fsymRegionalId - fsymListingId - ISIN - tickerExchange - tickerRegion - bloombergFigi - bloombergTicker - GVKEY - GVKEY & IID - JCN - LoanX - MarkitRed default: tickerRegion getHistoricalInputSymbolType: title: Input Symbol Type type: string description: >- The type of symbol submitted for resolution to other identifiers. Only one type of symbol is accepted with each request. enum: - BIC - CIK - CRD - DUNS - EIN - FITCH - LEI - MD - SPR - VALOREN - WKN - UKCH - RSSD - SEDOL - CUSIP - fsymEntityId - fsymSecurityId - fsymRegionalId - fsymListingId - ISIN - tickerExchange - tickerRegion - bloombergFigi - bloombergTicker - GVKEY - GVKEY & IID - JCN - LoanX - MarkitRed getOutputSymbolTypes: title: Output Symbol Types type: array items: type: string enum: - BIC - CIK - CRD - EIN - FITCH - LEI - MD - SPR - WKN - UKCH - RSSD - SEDOL - CUSIP - fsymEntityId - fsymSecurityId - fsymRegionalId - fsymListingId - ISIN - tickerExchange - tickerRegion - JCN - bloombergListingTicker - bloombergRegionalTicker - bloombergFigiListing - bloombergFigiRegional - bloombergFigiSecurity minItems: 1 maxItems: 20 description: >- Requested identifiers to be returned. Multiple identifier types can be requested with each request. example: - CUSIP - SEDOL getHistoricalOutputSymbolTypes: title: Output Symbol Types type: array items: type: string enum: - SEDOL - CUSIP - ISIN - tickerRegion minItems: 1 maxItems: 20 description: >- Requested identifiers to be returned. Multiple identifier types can be requested with each request. example: - CUSIP - SEDOL getAsOfDate: title: As of Date type: string format: date description: > As of date for historical symbol request in YYYY-MM-DD format. If no `asOfDate` is requested, the response will include the full history of the identifier. example: '2010-01-01' responses: '400': description: >- Bad Request. This can occur for several reasons. Please review the "message" for more details. content: application/json: schema: $ref: '#/components/schemas/errorResponseHistorical' examples: Bad Request - Date Format: $ref: '#/components/examples/badRequestDateFormatHistorical' Bad Request - Missing Required Parameter: $ref: '#/components/examples/badRequestRequiredParameterHistorical' Bad Request - Future Date: $ref: '#/components/examples/badRequestFutureDateHistorical' Bad Request - Invalid Parameter: $ref: '#/components/examples/badRequestInvalidParametersHistorical' Bad Request - Malformed JSON: $ref: '#/components/examples/badRequestMalformedJSONHistorical' Bad Request - Read Timeout: $ref: '#/components/examples/badRequestReadTimeoutHistorical' '401': description: >- Unauthenticated USERNAME-SERIAL. Ensure you are logged in and have successfully generated an API KEY for the IP range you are connecting from. For more help, select the **Report Issue** in the top right corner of this Developer Portal specification card and choose Connectivity 401 or 403 Responses. content: application/json: schema: $ref: '#/components/schemas/errorResponseHistorical' examples: Bad Request - Date Format: $ref: '#/components/examples/unauthenticatedHistorical' '403': description: >- The USERNAME-SERIAL attempted to request the endpoint is not authorized to access. The request was a legal request, but the server is refusing to respond. Please reach out to FactSet Account Team for assistance with authorization. content: application/json: schema: $ref: '#/components/schemas/errorResponseHistorical' examples: Bad Request - Date Format: $ref: '#/components/examples/forbiddenHistorical' '415': description: >- Unsupported Media Type. This error may be returned when the caller sends a resource in a format that is not accepted by the server. This can be fixed by ensuring that Content-Type header is set to the correct value. In this instance, "application/json" would be the appropriate value. content: application/json: schema: $ref: '#/components/schemas/errorResponseHistorical' examples: Bad Request - Date Format: $ref: '#/components/examples/unsupportedMediaTypeHistorical' '500': description: Internal Server Error. content: application/json: schema: $ref: '#/components/schemas/errorResponseHistorical' examples: Internal Server Error - Not Writable: $ref: '#/components/examples/notWritableHistorical' Internal Server Error - General Exception: $ref: '#/components/examples/generalExceptionHistorical' 400Legacy: description: >- Bad Request. This can occur for several reasons. Please review the "message" for more details. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Bad Request - Date Format: $ref: '#/components/examples/badRequestDateFormat' Bad Request - Missing Required Parameter: $ref: '#/components/examples/badRequestRequiredParameter' Bad Request - Future Date: $ref: '#/components/examples/badRequestFutureDate' Bad Request - Invalid Parameter: $ref: '#/components/examples/badRequestInvalidParameters' Bad Request - Malformed JSON: $ref: '#/components/examples/badRequestMalformedJSON' Bad Request - Read Timeout: $ref: '#/components/examples/badRequestReadTimeout' 401Legacy: description: >- Unauthenticated USERNAME-SERIAL. Ensure you are logged in and have successfully generated an API KEY for the IP range you are connecting from. For more help, select the **Report Issue** in the top right corner of this Developer Portal specification card and choose Connectivity 401 or 403 Responses. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Bad Request - Date Format: $ref: '#/components/examples/unauthenticated' 403Legacy: description: >- The USERNAME-SERIAL attempted to request the endpoint is not authorized to access. The request was a legal request, but the server is refusing to respond. Please reach out to FactSet Account Team for assistance with authorization. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Bad Request - Date Format: $ref: '#/components/examples/forbidden' 415Legacy: description: >- Unsupported Media Type. This error may be returned when the caller sends a resource in a format that is not accepted by the server. This can be fixed by ensuring that Content-Type header is set to the correct value. In this instance, "application/json" would be the appropriate value. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Bad Request - Date Format: $ref: '#/components/examples/unsupportedMediaType' 500Legacy: description: Internal Server Error. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Internal Server Error - Not Writable: $ref: '#/components/examples/notWritable' Internal Server Error - General Exception: $ref: '#/components/examples/generalException' examples: singleIdentifierResolution: summary: >- Translating a single security or entity identifier into other identifiers. description: >- Translating a single security or entity identifier into other identifiers. value: data: - requestId: GOOGL-US inputSymbolType: tickerRegion cusip: 02079K305 sedol: BYVY8G0 name: Alphabet Inc. Class A frefListingExchange: USA multipleIdentifierResolution: summary: >- Translating multiple security or entity identifiers into other identifiers. description: >- Translating multiple security or entity identifiers into other identifiers. value: data: - requestId: GOOGL-US inputSymbolType: tickerRegion cusip: 02079K305 sedol: BYVY8G0 name: Alphabet Inc. Class A frefListingExchange: USA - requestId: AAPL-US inputSymbolType: tickerRegion cusip: '037833100' sedol: '2046251' name: Apple, Inc. frefListingExchange: NAS - requestId: MSFT-US inputSymbolType: tickerRegion cusip: '594918104' sedol: '2588173' name: Microsoft Corporation frefListingExchange: NAS singleIdentifierResolutionPost: summary: >- Translating a single security or entity identifier into other identifiers from a Post Body. description: >- Translating a security or entity identifier into other identifiers from a Post Body. value: ids: - GOOGL-US inputSymbolType: tickerRegion outputSymbolTypes: - CUSIP - SEDOL multipleIdentifierResolutionPost: summary: >- Translating a multiple security or entity identifiers into other identifiers from a Post Body. description: >- Translating a security or entity identifier into other identifiers from a Post Body. value: ids: - GOOGL-US - AAPL-US - MSFT-US inputSymbolType: tickerRegion outputSymbolTypes: - CUSIP - SEDOL singleHistoricalIdentifierResolution: summary: >- Translating a single security or entity identifier into other identifiers. description: >- Translating a single security or entity identifier into other identifiers. value: data: - requestId: GOOGL-US inputSymbolType: tickerRegion name: Alphabet Inc. Class A frefListingExchange: USA currency: USD outputType: CUSIP value: '234987038' startDate: '2010-01-01' endDate: '2010-01-01' - requestId: GOOGL-US inputSymbolType: tickerRegion name: Alphabet Inc. Class A frefListingExchange: USA currency: USD outputType: SEDOL value: '452343' startDate: '2010-01-01' endDate: '2010-01-01' multipleHistoricalIdentifierResolution: summary: >- Translating multiple security or entity identifiers into other identifiers. description: >- Translating multiple security or entity identifiers into other identifiers. value: data: - requestId: GOOGL-US inputSymbolType: tickerRegion name: Alphabet Inc. Class A frefListingExchange: USA currency: USD outputType: CUSIP value: '234987038' startDate: '2010-01-01' endDate: '2010-01-01' - requestId: GOOGL-US inputSymbolType: tickerRegion name: Alphabet Inc. Class A frefListingExchange: USA currency: USD outputType: SEDOL value: '452343' startDate: '2010-01-01' endDate: '2010-01-01' - requestId: AAPL-US inputSymbolType: tickerRegion name: Apple, Inc. frefListingExchange: USA currency: USD outputType: CUSIP value: '037833100' startDate: '2010-01-01' endDate: '2010-01-01' - requestId: AAPL-US inputSymbolType: tickerRegion name: Apple, Inc. frefListingExchange: USA currency: USD outputType: SEDOL value: '2046251' startDate: '2010-01-01' endDate: '2010-01-01' - requestId: MSFT-US inputSymbolType: tickerRegion name: Microsoft Corporation frefListingExchange: USA currency: USD outputType: CUSIP value: '594918104' startDate: '2010-01-01' endDate: '2010-01-01' - requestId: MSFT-US inputSymbolType: tickerRegion name: Microsoft Corporation frefListingExchange: USA currency: USD outputType: SEDOL value: '2046251' startDate: '2010-01-01' endDate: '2010-01-01' singleHistoricalIdentifierResolutionPost: summary: >- Translating a single security or entity identifier into other identifiers from a Post Body. description: >- Translating a security or entity identifier into other identifiers from a Post Body. value: data: ids: - GOOGL-US inputSymbolType: tickerRegion outputSymbolTypes: - CUSIP - SEDOL multipleHistoricalIdentifierResolutionPost: summary: >- Translating a multiple security or entity identifiers into other identifiers from a Post Body. description: >- Translating a security or entity identifier into other identifiers from a Post Body. value: data: ids: - GOOGL-US - AAPL-US - MSFT-US inputSymbolType: tickerRegion outputSymbolTypes: - CUSIP - SEDOL badRequestDateFormat: summary: Bad Request - Date Format description: >- This bad request occurs when a request doesn't use the YYYY-MM-DD in the date parameters. To resolve, convert your date to YYYY-MM-DD. value: status: Bad Request timestamp: '2020-07-24 17:19:26.237' path: /symbology/v3/{endpoint} message: >- The asOfDate parameter(s) must be in the following date format: YYYY-MM-DD. subErrors: badRequestRequiredParameter: summary: Bad Request - Required Parameter Missing description: >- This error message occurs when the request does not include the required parameters. Required parameters are indicated with a red asterisks symbol in the specification file. value: status: Bad Request timestamp: '2020-07-24 17:17:24.963' path: /symbology/v3/{endpoint} message: The parameter 'ids' is required and may not be empty. subErrors: badRequestFutureDate: summary: Bad Request - Future Date description: >- This error message occurs when a future date is requested in the startDate and endDate parameters. Please revise your request to include dates as of today's current date or any prior historical date. value: status: Bad Request timestamp: '2020-06-12 15:52:48.091' path: /symbology/v3/{endpoint} message: >- The use of future dates is not applicable in this endpoint. Please revise your request to include dates up to today's current date. subErrors: badRequestInvalidParameters: summary: Bad Request - Invalid Parameters description: >- This error message occurs when a request parameter is used in which is not recognized by the service. Please revise your request to include only the parameters listed in the specification. Typical causes are spelling mistakes and use of improper casing. value: status: Bad Request timestamp: '2020-06-12 15:58:54.068' path: /symbology/v3/{endpoint} message: >- Invalid Parameter (s): fakeParameterName1 fakeParameterName2. Please modify your request to use parameters outlined in the specification for this endpoint. subErrors: badRequestMalformedJSON: summary: Bad Request - Malformed JSON Request description: >- This error may be returned when the request body is specified as JSON, but is not in proper JSON format. value: status: Bad Request timestamp: '2020-07-24 17:14:57.32' path: /symbology/v3/{endpoint} message: Malformed JSON Request subErrors: badRequestReadTimeout: summary: Bad Request - Read Timeout description: >- This error may be returned if it takes more than 29 seconds to hear back from the data fetch service. value: status: Bad Request timestamp: '2019-11-04 16:18:38.949' path: /symbology/v3/{endpoint} message: The request took too long. Try again with a smaller request. subErrors: unauthenticated: summary: User Authentication Failed description: >- This occurs when a user is not properly authenticated or recognized by the service. Please double check the USERNAME-SERIAL and API-Key used to request and ensure you are within the IP range specified for the Key. Report Issue under 401 error for help with troubleshooting. value: status: User Authentication Failed timestamp: '2019-10-31 16:08:07.945' path: /symbology/v3/{endpoint} message: User Authentication Failed. subErrors: forbidden: summary: Forbidden description: >- The USERNAME-SERIAL attempted to request the endpoint is not authorized to access. The request was a legal request, but the server is refusing to respond. Please reach out to FactSet Account Team for assistance with authorization. value: status: Forbidden timestamp: '2020-06-12 16:08:51.731' path: /symbology/v3/{endpoint} message: >- USERNAME-SERIAL does not have permission to use /symbology/v3/{endpoint} subErrors: forbiddenIdentifier: summary: Forbidden Identifier description: >- The USERNAME-SERIAL attempted to request an identifier it is not authorized to access. The request was a legal request, but the server is refusing to respond. Please reach out to FactSet Account Team for assistance with authorization. value: status: Forbidden timestamp: '2020-06-12 16:08:51.731' path: /symbology/v3/{endpoint} message: USERNAME-SERIAL does not have permission to use {identifier} subErrors: unsupportedMediaType: summary: Unsupported Media Type description: >- This bad request occurs when the media type passed in the request is not supported. Currently the APIs only support 'application/json'. value: status: Unsupported Media Type timestamp: '2019-11-05 09:42:27.237' path: /symbology/v3/{endpoint} message: >- text/html media type is not supported. Supported media types are application/json subErrors: notWritable: summary: Internal Server Error - Not Writable description: >- This error may be returned when the server encounters an error writing the JSON response. value: status: Internal Server Error timestamp: '2019-11-05 09:48:29.18' path: /symbology/v3/{endpoint} message: Error writing JSON output subErrors: generalException: summary: Internal Server Error - General Exception description: >- This is the most general error that can be returned to by the service. Please `Report Issue` to FactSet. value: status: Internal Server Error timestamp: '2019-11-01 10:36:01.944' path: /symbology/v3/{endpoint} message: Unexpected error subErrors: badRequestDateFormatHistorical: summary: Bad Request - Date Format description: >- This bad request occurs when a request doesn't use the YYYY-MM-DD in the date parameters. To resolve, convert your date to YYYY-MM-DD. value: errors: - id: adb01824-252f-4420-b0c6 code: Bad Request links: about: /symbology/v3/{endpoint} title: >- The date parameter must be in the following date format: YYYY-MM-DD badRequestRequiredParameterHistorical: summary: Bad Request - Required Parameter Missing description: >- This error message occurs when the request does not include the required parameters. Required parameters are indicated with a red asterisks symbol in the specification file. value: errors: - id: adb01824-252f-4420-b0c6 code: Bad Request links: about: /symbology/v3/{endpoint} title: The parameter 'ids' is required and may not be empty. badRequestFutureDateHistorical: summary: Bad Request - Future Date description: >- This error message occurs when a future date is requested in the startDate and endDate parameters. Please revise your request to include dates as of today's current date or any prior historical date. value: errors: - id: adb01824-252f-4420-b0c6 code: Bad Request links: about: /symbology/v3/{endpoint} title: >- The use of future dates is not applicable in this endpoint. Please revise your request to include dates up to today's current date. badRequestInvalidParametersHistorical: summary: Bad Request - Invalid Parameters description: >- This error message occurs when a request parameter is used in which is not recognized by the service. Please revise your request to include only the parameters listed in the specification. Typical causes are spelling mistakes and use of improper casing. value: errors: - id: adb01824-252f-4420-b0c6 code: Bad Request links: about: /symbology/v3/{endpoint} title: >- Invalid Parameter (s): fakeParameterName1 fakeParameterName2. Please modify your request to use parameters outlined in the specification for this endpoint. badRequestMalformedJSONHistorical: summary: Bad Request - Malformed JSON Request description: >- This error may be returned when the request body is specified as JSON, but is not in proper JSON format. value: errors: - id: adb01824-252f-4420-b0c6 code: Bad Request links: about: /symbology/v3/{endpoint} title: Malformed JSON Request badRequestReadTimeoutHistorical: summary: Bad Request - Read Timeout description: >- This error may be returned if it takes more than 29 seconds to hear back from the data fetch service. value: errors: - id: adb01824-252f-4420-b0c6 code: Bad Request links: about: /symbology/v3/{endpoint} title: The request took too long. Try again with a smaller request. unauthenticatedHistorical: summary: User Authentication Failed description: >- This occurs when a user is not properly authenticated or recognized by the service. Please double check the USERNAME-SERIAL and API-Key used to request and ensure you are within the IP range specified for the Key. Report Issue under 401 error for help with troubleshooting. value: errors: - id: adb01824-252f-4420-b0c6 code: User Authentication Failed links: about: /symbology/v3/{endpoint} title: User Authentication Failed. forbiddenHistorical: summary: Forbidden description: >- The USERNAME-SERIAL attempted to request the endpoint is not authorized to access. The request was a legal request, but the server is refusing to respond. Please reach out to FactSet Account Team for assistance with authorization. value: errors: - id: adb01824-252f-4420-b0c6 code: Forbidden links: about: /symbology/v3/{endpoint} title: >- User is not authorized for the id requested, please reach out to FactSet for support forbiddenIdentifierHistorical: summary: Forbidden Identifier description: >- The USERNAME-SERIAL attempted to request an identifier it is not authorized to access. The request was a legal request, but the server is refusing to respond. Please reach out to FactSet Account Team for assistance with authorization. value: errors: - id: adb01824-252f-4420-b0c6 code: Forbidden links: about: /symbology/v3/{endpoint} title: USERNAME-SERIAL does not have permission to use {identifier} unsupportedMediaTypeHistorical: summary: Unsupported Media Type description: >- This bad request occurs when the media type passed in the request is not supported. Currently the APIs only support 'application/json'. value: errors: - id: adb01824-252f-4420-b0c6 code: Unsupported Media Type links: about: /symbology/v3/{endpoint} title: >- text/html media type is not supported. Supported media types are application/json. notWritableHistorical: summary: Internal Server Error description: >- This error may be returned when the server encounters an error writing the JSON response. value: errors: - id: adb01824-252f-4420-b0c6 code: Internal Server Error links: about: /symbology/v3/{endpoint} title: Error writing JSON output generalExceptionHistorical: summary: Internal Server Error - General Exception description: >- This is the most general error that can be returned to by the service. Please `Report Issue` to FactSet. value: errors: - id: adb01824-252f-4420-b0c6 code: Internal Server Error links: about: /symbology/v3/{endpoint} title: Unexpected error tags: - name: Symbology