openapi: 3.0.1
info:
  version: 1.0.0
  title: Authorization Tokens Accounts Governance API
  description: 'Use the `oauth` endpoint to generate the secure, time-limited JSON Web Tokens (JWTs) used to authorize access to APIs and components.</br></br>

    To request a token, click Authorize and enter the following credentials:


    * Username - Your Client ID.

    * Password - Your Client Secret.'
servers:
- url: https://www.us-api.morningstar.com/token
  description: PROD US
- url: https://www.emea-api.morningstar.com/token
  description: PROD EMEA
- url: https://www.apac-api.morningstar.com/token
  description: PROD APAC
security:
- BasicAuth: []
tags:
- name: Governance
paths:
  /direct-web-services/v1/investments/{id}/equity-board-and-committee-attendance:
    get:
      summary: Get Board and Committee Attendance view
      parameters:
      - name: id
        in: path
        description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe."
        required: true
        schema:
          type: string
          example: 0P00000046
        examples:
          performanceId:
            summary: Morningstar Performance ID
            value: 0P00000046
          isin:
            summary: ISIN
            value: US0042391096
      - name: idType
        in: query
        description: 'Specifies the type of the value passed in the `id` parameter.

          Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.'
        schema:
          enum:
          - performanceId
          - isin
          - securityId
          - cusip
          - tradingSymbol
          - fundCode
          - msid
          type: string
          default: performanceId
      - name: baseCurrency
        in: query
        description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes.
        schema:
          type: string
        examples:
          baseCurrencyExample1:
            summary: US Dollar
            value: USD
          baseCurrencyExample2:
            summary: Swiss Franc
            value: CHF
      - name: domicile
        in: query
        description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
        schema:
          type: string
        examples:
          domicileExample1:
            summary: CAN (Canada)
            value: CAN
          domicileExample2:
            summary: JPN (Japan)
            value: JPN
          domicileExample3:
            summary: USE (United States)
            value: USA
      - name: exchangeCountry
        in: query
        description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
        schema:
          type: string
        examples:
          exchangeCountryExample1:
            summary: CAN (Canada)
            value: CAN
          exchangeCountryExample2:
            summary: JPN (Japan)
            value: JPN
          exchangeCountryExample3:
            summary: USA (USA)
            value: USA
      - name: exchangeId
        in: query
        description: Exchange identifier to use for investment lookup.
        schema:
          type: string
          externalDocs:
            description: List of exchange IDs.
            url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx
        examples:
          exchangeIdExample1:
            summary: NASDAQ - ALL Markets (NAS)
            value: EX$$$$XNAS
          exchangeIdExample2:
            summary: London Stock Exchange (LSE)
            value: EX$$$$XLON
      - name: startDate
        in: query
        schema:
          type: string
          format: yyyy-MM-dd
        description: Time series start date. Accepts `yyyy-MM-dd`.
        examples:
          startDateExample1:
            summary: Example 1
            value: '2025-06-01'
          startDateExample2:
            summary: Example 2
            value: '2025-06-30'
      - name: endDate
        in: query
        schema:
          type: string
          format: yyyy-MM-dd
        description: Time series end date. Accepts `yyyy-MM-dd`.
        examples:
          endDateExample1:
            summary: Example 1
            value: '2025-12-01'
          endDateExample2:
            summary: Example 2
            value: '2025-12-31'
      - name: viewType
        in: query
        required: true
        schema:
          enum:
          - dataset
          - package
          type: string
      description: Most recent and time series data supported.
      operationId: getEquityBoardAndCommitteeAttendanceDataset
      tags:
      - Governance
      responses:
        '200':
          $ref: '#/components/responses/ResponseEquityBoardAndCommitteeAttendance'
        '400':
          $ref: '#/components/responses/ResponseBadRequest'
        '500':
          $ref: '#/components/responses/ResponseInternalServerError'
      x-cpqId: 922
  /direct-web-services/v1/investments/{id}/equity-executive-officers-and-board-of-directors:
    get:
      summary: Get Executive Officers and Board of Directors dataset view
      parameters:
      - name: id
        in: path
        description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe."
        required: true
        schema:
          type: string
          example: 0P00000046
        examples:
          performanceId:
            summary: Morningstar Performance ID
            value: 0P00000046
          isin:
            summary: ISIN
            value: US0042391096
      - name: idType
        in: query
        description: 'Specifies the type of the value passed in the `id` parameter.

          Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.'
        schema:
          enum:
          - performanceId
          - isin
          - securityId
          - cusip
          - tradingSymbol
          - fundCode
          - msid
          type: string
          default: performanceId
      - name: baseCurrency
        in: query
        description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes.
        schema:
          type: string
        examples:
          baseCurrencyExample1:
            summary: US Dollar
            value: USD
          baseCurrencyExample2:
            summary: Swiss Franc
            value: CHF
      - name: domicile
        in: query
        description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
        schema:
          type: string
        examples:
          domicileExample1:
            summary: CAN (Canada)
            value: CAN
          domicileExample2:
            summary: JPN (Japan)
            value: JPN
          domicileExample3:
            summary: USE (United States)
            value: USA
      - name: exchangeCountry
        in: query
        description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
        schema:
          type: string
        examples:
          exchangeCountryExample1:
            summary: CAN (Canada)
            value: CAN
          exchangeCountryExample2:
            summary: JPN (Japan)
            value: JPN
          exchangeCountryExample3:
            summary: USA (USA)
            value: USA
      - name: exchangeId
        in: query
        description: Exchange identifier to use for investment lookup.
        schema:
          type: string
          externalDocs:
            description: List of exchange IDs.
            url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx
        examples:
          exchangeIdExample1:
            summary: NASDAQ - ALL Markets (NAS)
            value: EX$$$$XNAS
          exchangeIdExample2:
            summary: London Stock Exchange (LSE)
            value: EX$$$$XLON
      - name: startDate
        in: query
        schema:
          type: string
          format: yyyy-MM-dd
        description: Time series start date. Accepts `yyyy-MM-dd`.
        examples:
          startDateExample1:
            summary: Example 1
            value: '2025-06-01'
          startDateExample2:
            summary: Example 2
            value: '2025-06-30'
      - name: endDate
        in: query
        schema:
          type: string
          format: yyyy-MM-dd
        description: Time series end date. Accepts `yyyy-MM-dd`.
        examples:
          endDateExample1:
            summary: Example 1
            value: '2025-12-01'
          endDateExample2:
            summary: Example 2
            value: '2025-12-31'
      - name: viewType
        in: query
        required: true
        schema:
          enum:
          - dataset
          - package
          type: string
      description: Most recent and time series data supported.
      operationId: getEquityExecutiveOfficersAndBoardOfDirectorsDataset
      tags:
      - Governance
      responses:
        '200':
          $ref: '#/components/responses/ResponseEquityExecutiveOfficersAndBoardOfDirectors'
        '400':
          $ref: '#/components/responses/ResponseBadRequest'
        '500':
          $ref: '#/components/responses/ResponseInternalServerError'
      x-cpqId: 922
  /direct-web-services/v1/investments/{id}/equity-governance:
    get:
      summary: Get Governance package view
      parameters:
      - name: id
        in: path
        description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe."
        required: true
        schema:
          type: string
          example: 0P00000046
        examples:
          performanceId:
            summary: Morningstar Performance ID
            value: 0P00000046
          isin:
            summary: ISIN
            value: US0042391096
      - name: idType
        in: query
        description: 'Specifies the type of the value passed in the `id` parameter.

          Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.'
        schema:
          enum:
          - performanceId
          - isin
          - securityId
          - cusip
          - tradingSymbol
          - fundCode
          - msid
          type: string
          default: performanceId
      - name: baseCurrency
        in: query
        description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes.
        schema:
          type: string
        examples:
          baseCurrencyExample1:
            summary: US Dollar
            value: USD
          baseCurrencyExample2:
            summary: Swiss Franc
            value: CHF
      - name: domicile
        in: query
        description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
        schema:
          type: string
        examples:
          domicileExample1:
            summary: CAN (Canada)
            value: CAN
          domicileExample2:
            summary: JPN (Japan)
            value: JPN
          domicileExample3:
            summary: USE (United States)
            value: USA
      - name: exchangeCountry
        in: query
        description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
        schema:
          type: string
        examples:
          exchangeCountryExample1:
            summary: CAN (Canada)
            value: CAN
          exchangeCountryExample2:
            summary: JPN (Japan)
            value: JPN
          exchangeCountryExample3:
            summary: USA (USA)
            value: USA
      - name: exchangeId
        in: query
        description: Exchange identifier to use for investment lookup.
        schema:
          type: string
          externalDocs:
            description: List of exchange IDs.
            url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx
        examples:
          exchangeIdExample1:
            summary: NASDAQ - ALL Markets (NAS)
            value: EX$$$$XNAS
          exchangeIdExample2:
            summary: London Stock Exchange (LSE)
            value: EX$$$$XLON
      - name: startDate
        in: query
        schema:
          type: string
          format: yyyy-MM-dd
        description: Time series start date. Accepts `yyyy-MM-dd`.
        examples:
          startDateExample1:
            summary: Example 1
            value: '2025-06-01'
          startDateExample2:
            summary: Example 2
            value: '2025-06-30'
      - name: endDate
        in: query
        schema:
          type: string
          format: yyyy-MM-dd
        description: Time series end date. Accepts `yyyy-MM-dd`.
        examples:
          endDateExample1:
            summary: Example 1
            value: '2025-12-01'
          endDateExample2:
            summary: Example 2
            value: '2025-12-31'
      description: '

        The Governance package provides data relating to the executive leadership and board of directors of the companies. Global coverage includes the names and job titles of these individuals plus, for companies with shares listed on exchanges in the United States, and United Kingdom, biographical data and enhanced data relating to their tenure, meeting attendance, and committee membership.

        The Governance package contains the following datasets:

        Board and Committee Attendance

        Executive Officers and Board of Directors

        Most recent and time series data supported.'
      operationId: getEquityGovernancePackage
      tags:
      - Governance
      responses:
        '200':
          $ref: '#/components/responses/ResponseEquityGovernance'
        '400':
          $ref: '#/components/responses/ResponseBadRequest'
        '500':
          $ref: '#/components/responses/ResponseInternalServerError'
      x-cpqId: 922
components:
  schemas:
    CodeMappingBoolean:
      type: object
      properties:
        value:
          type: string
          nullable: true
        code:
          type: boolean
          nullable: true
      additionalProperties: false
      title: CodeMappingBoolean
    OutputMetadataMessages:
      type: object
      properties:
        type:
          type: string
          nullable: true
        code:
          type: string
          nullable: true
        investments:
          type: array
          items:
            $ref: '#/components/schemas/OutputInvalidInvestments'
          nullable: true
        message:
          type: string
          nullable: true
      additionalProperties: false
      title: OutputMetadataMessages
    OutputBoardAndCommitteeAttendance:
      type: object
      properties:
        fiscalYearEndDate:
          type: string
          description: The company's fiscal year that it uses to report its financial results.
          nullable: true
        committeeId:
          type: string
          description: A unique identifier assigned to each committee.
          nullable: true
        committeeName:
          type: string
          description: Represents the name of the committee; a committee is a group of directors; which is formed by the Board of the Company; with the purpose of performing particular functions.
          nullable: true
        currencyCode:
          $ref: '#/components/schemas/CodeMappingString'
        exceptionalPayment:
          type: number
          description: Any additional amount paid to the director for responsibilities other than the duties performed as part of the committees.
          format: double
          nullable: true
        isCommitteeChairperson:
          type: boolean
          description: 'Flag to indicate whether the person is a chairperson of the committee: The chairperson is the presiding officer of an organized group such as a board/committee. The chairperson is responsible for making sure that each meeting is planned effectively; conducted according to the constitution and that matters are dealt with in an orderly; efficient manner. TRUE denotes the person is a chairperson of the committee; otherwise FALSE.'
          nullable: true
        isCompensationCommittee:
          $ref: '#/components/schemas/CodeMappingBoolean'
        isExpensePaid:
          $ref: '#/components/schemas/CodeMappingBoolean'
        meetingAttendancePercentage:
          type: number
          description: Percentage of the board and committee meetings attended during the fiscal year.
          format: double
          nullable: true
        meetingFeeAlternate:
          type: number
          description: Fees paid to the directors for attending board/committee alternate meetings (meetings other than the regular meetings).
          format: double
          nullable: true
        meetingFeeChair:
          type: number
          description: Fees paid to the chairperson for attending board/committee meetings.
          format: double
          nullable: true
        meetingFeeMember:
          type: number
          description: Fees paid to the directors for attending board/committee meetings.
          format: double
          nullable: true
        numberOfMeetingsAlternate:
          type: integer
          description: Total number of meetings held other than in-person; e.g. telephonic meeting; written consent; etc...; during the fiscal year for each board and committee member.
          format: int32
          nullable: true
        numberOfMeetingsPerson:
          type: integer
          description: Total number of meetings held in-person during the fiscal year for each board and committee.
          format: int32
          nullable: true
        personId:
          type: string
          description: A unique identifier assigned to each director/officer.
          nullable: true
        reportDate:
          type: string
          description: The date the company publishes the document from which the data is sourced.
          nullable: true
        reportSource:
          type: string
          description: 'The document where the company discloses the key information and from where the data is collected: Examples include Annual Report; DEF 14A; 10-K; 8-K; etc....'
          nullable: true
        retainerFeeChair:
          type: number
          description: 'Annual retainer fees paid to the Board/Committee chair: Retainer is the cash amount that company pays its non-employee directors for performing their duties and responsibilities on various committees and board. It is paid monthly; quarterly; half yearly or yearly.'
          format: double
          nullable: true
        retainerFeeMember:
          type: number
          description: 'Annual retainer fees paid to the board/committee member: Retainer is the cash amount that the company pays its non-employee directors for performing their duties and responsibilities on various committees and boards. It is paid monthly; quarterly; half yearly or yearly.'
          format: double
          nullable: true
      additionalProperties: false
      title: OutputBoardAndCommitteeAttendance
    CodeMappingString:
      type: object
      properties:
        value:
          type: string
          nullable: true
        code:
          type: string
          nullable: true
      additionalProperties: false
      title: CodeMappingString
    OutputIdentifiers:
      type: object
      properties:
        performanceId:
          type: string
          nullable: true
        securityId:
          type: string
          nullable: true
        cusip:
          type: string
          nullable: true
        isin:
          type: string
          nullable: true
        sedol:
          type: string
          nullable: true
        tradingSymbol:
          type: string
          nullable: true
        fundCode:
          type: string
          nullable: true
        msid:
          type: string
          nullable: true
        ticker:
          type: string
          nullable: true
      additionalProperties: false
      title: OutputIdentifiers
    OutputErrorDetails:
      type: object
      properties:
        statusCode:
          type: integer
          description: Status Code
          format: int32
        errorCode:
          type: string
          description: Custom error code
          nullable: true
        message:
          type: string
          description: Message
          nullable: true
        requestId:
          type: string
          description: RequestId
          nullable: true
      additionalProperties: false
      description: Error details
      title: OutputErrorDetails
    OutputInvalidInvestments:
      type: object
      properties:
        id:
          type: string
          nullable: true
        idType:
          type: string
          nullable: true
        status:
          type: string
          nullable: true
        datapointId:
          type: array
          items:
            type: string
          nullable: true
        errorCode:
          type: string
          nullable: true
        performanceId:
          type: string
          description: Performance ID (if not passed in request).
          nullable: true
        companyId:
          type: string
          description: Company ID (if not passed in request).
          nullable: true
        baseCurrency:
          type: string
          description: Input base currency used to look up Investment identifier
          nullable: true
        domicile:
          type: string
          description: Input domicile used to look up Investment identifier.
          nullable: true
        exchangeCountry:
          type: string
          description: Input exchange country used to look up Investment identifier.
          nullable: true
        exchangeId:
          type: string
          description: Input exchange id used to look up Investment identifier.
          nullable: true
      additionalProperties: false
      title: OutputInvalidInvestments
    OutputMetadata:
      type: object
      properties:
        requestId:
          type: string
          nullable: true
        time:
          type: string
          format: date-time
          readOnly: true
        portfolioDate:
          type: string
          nullable: true
        portfolioCurrency:
          type: string
          nullable: true
        messages:
          type: array
          items:
            $ref: '#/components/schemas/OutputMetadataMessages'
          nullable: true
      additionalProperties: false
      title: OutputMetadata
    OutputExecutiveOfficersAndBoardOfDirectors:
      type: object
      properties:
        fiscalYear:
          type: string
          description: ''
          nullable: true
        reportDate:
          type: string
          description: ''
          nullable: true
        reportSource:
          type: string
          description: ''
          nullable: true
        personId:
          type: string
          description: ''
          nullable: true
        fullName:
          type: string
          description: ''
          nullable: true
        fullNamePrefix:
          type: string
          description: ''
          nullable: true
        fullNameSuffix:
          type: string
          description: ''
          nullable: true
        firstName:
          type: string
          description: ''
          nullable: true
        middleName:
          type: string
          description: ''
          nullable: true
        lastName:
          type: string
          description: ''
          nullable: true
        preferredName:
          type: string
          description: ''
          nullable: true
        gender:
          type: string
          description: ''
          nullable: true
        age:
          type: integer
          description: ''
          format: int32
          nullable: true
        standardTitle:
          type: string
          description: ''
          nullable: true
        reportedTitle:
          type: string
          description: ''
          nullable: true
        isCeo:
          $ref: '#/components/schemas/CodeMappingString'
        isChairperson:
          $ref: '#/components/schemas/CodeMappingString'
        isOfficer:
          $ref: '#/components/schemas/CodeMappingString'
        officerSince:
          type: integer
          description: ''
          format: int32
          nullable: true
        isLeadDirector:
          $ref: '#/components/schemas/CodeMappingString'
        isDirector:
          $ref: '#/components/schemas/CodeMappingString'
        isIndependentDirector:
          $ref: '#/components/schemas/CodeMappingString'
        directorType:
          type: string
          description: ''
          nullable: true
        directorSince:
          type: integer
          description: ''
          format: int32
          nullable: true
        tenure:
          type: integer
          description: ''
          format: int32
          nullable: true
        biography:
          type: string
          description: ''
          nullable: true
        positionStatus:
          type: string
          description: ''
          nullable: true
        inactiveStatusDate:
          type: string
          description: ''
          nullable: true
        annualGeneralMeetingRemark:
          type: string
          description: ''
          nullable: true
        transactionId:
          type: string
          description: ''
          nullable: true
      additionalProperties: false
      title: OutputExecutiveOfficersAndBoardOfDirectors
  responses:
    ResponseEquityGovernance:
      description: OK
      content:
        application/json:
          schema:
            type: object
            properties:
              'boardAndCommitteeAttendance:':
                $ref: '#/components/schemas/OutputBoardAndCommitteeAttendance'
              identifiers:
                $ref: '#/components/schemas/OutputIdentifiers'
              metadata:
                $ref: '#/components/schemas/OutputMetadata'
    ResponseBadRequest:
      description: Bad Request
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/OutputErrorDetails'
    ResponseEquityBoardAndCommitteeAttendance:
      description: OK
      content:
        application/json:
          schema:
            type: object
            properties:
              'boardAndCommitteeAttendance:':
                $ref: '#/components/schemas/OutputBoardAndCommitteeAttendance'
              identifiers:
                $ref: '#/components/schemas/OutputIdentifiers'
              metadata:
                $ref: '#/components/schemas/OutputMetadata'
    ResponseEquityExecutiveOfficersAndBoardOfDirectors:
      description: OK
      content:
        application/json:
          schema:
            type: object
            properties:
              enterpriseValueAverageRates:
                $ref: '#/components/schemas/OutputExecutiveOfficersAndBoardOfDirectors'
              identifiers:
                $ref: '#/components/schemas/OutputIdentifiers'
              metadata:
                $ref: '#/components/schemas/OutputMetadata'
    ResponseInternalServerError:
      description: Internal Server
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/OutputErrorDetails'
  securitySchemes:
    BasicAuth:
      type: http
      scheme: basic