diff --git a/auto-generated-sdk/.openapi-generator/FILES b/auto-generated-sdk/.openapi-generator/FILES
index 729761b0..95e340c6 100644
--- a/auto-generated-sdk/.openapi-generator/FILES
+++ b/auto-generated-sdk/.openapi-generator/FILES
@@ -69,6 +69,8 @@ docs/FIABCalculationStatus.md
docs/FIABCalculationStatusSummary.md
docs/FIABDateParameters.md
docs/FIABIdentifier.md
+docs/FIAttributionForJobSettings.md
+docs/FIAttributionForSecurities.md
docs/FIBalloonExtension.md
docs/FIBankLoans.md
docs/FICalculationParameters.md
@@ -186,6 +188,8 @@ docs/SPARBenchmark.md
docs/SPARBenchmarkRoot.md
docs/SPARCalculationParameters.md
docs/SPARCalculationParametersRoot.md
+docs/SPARComponent.md
+docs/SPARComponentRoot.md
docs/SPARDateParameters.md
docs/SPARIdentifier.md
docs/SparCalculationsApi.md
@@ -219,6 +223,9 @@ docs/UnlinkedPATemplateSummaryRoot.md
docs/UnlinkedPATemplateUpdateParameters.md
docs/UnlinkedPATemplateUpdateParametersRoot.md
docs/UnlinkedPaTemplatesApi.md
+docs/VaultAttributionLoaderApi.md
+docs/VaultAttributionLoaderResponse.md
+docs/VaultAttributionLoaderResponseRoot.md
docs/VaultCalculationParameters.md
docs/VaultCalculationParametersRoot.md
docs/VaultCalculationsApi.md
@@ -279,6 +286,7 @@ src/main/java/factset/analyticsapi/engines/api/SparCalculationsApi.java
src/main/java/factset/analyticsapi/engines/api/StrategyDocumentsApi.java
src/main/java/factset/analyticsapi/engines/api/TemplatedPaComponentsApi.java
src/main/java/factset/analyticsapi/engines/api/UnlinkedPaTemplatesApi.java
+src/main/java/factset/analyticsapi/engines/api/VaultAttributionLoaderApi.java
src/main/java/factset/analyticsapi/engines/api/VaultCalculationsApi.java
src/main/java/factset/analyticsapi/engines/auth/ApiKeyAuth.java
src/main/java/factset/analyticsapi/engines/auth/Authentication.java
@@ -336,6 +344,8 @@ src/main/java/factset/analyticsapi/engines/models/FIABCalculationStatus.java
src/main/java/factset/analyticsapi/engines/models/FIABCalculationStatusSummary.java
src/main/java/factset/analyticsapi/engines/models/FIABDateParameters.java
src/main/java/factset/analyticsapi/engines/models/FIABIdentifier.java
+src/main/java/factset/analyticsapi/engines/models/FIAttributionForJobSettings.java
+src/main/java/factset/analyticsapi/engines/models/FIAttributionForSecurities.java
src/main/java/factset/analyticsapi/engines/models/FIBalloonExtension.java
src/main/java/factset/analyticsapi/engines/models/FIBankLoans.java
src/main/java/factset/analyticsapi/engines/models/FICalculationParameters.java
@@ -442,6 +452,8 @@ src/main/java/factset/analyticsapi/engines/models/SPARBenchmark.java
src/main/java/factset/analyticsapi/engines/models/SPARBenchmarkRoot.java
src/main/java/factset/analyticsapi/engines/models/SPARCalculationParameters.java
src/main/java/factset/analyticsapi/engines/models/SPARCalculationParametersRoot.java
+src/main/java/factset/analyticsapi/engines/models/SPARComponent.java
+src/main/java/factset/analyticsapi/engines/models/SPARComponentRoot.java
src/main/java/factset/analyticsapi/engines/models/SPARDateParameters.java
src/main/java/factset/analyticsapi/engines/models/SPARIdentifier.java
src/main/java/factset/analyticsapi/engines/models/TemplateContentTypes.java
@@ -471,6 +483,8 @@ src/main/java/factset/analyticsapi/engines/models/UnlinkedPATemplateSummary.java
src/main/java/factset/analyticsapi/engines/models/UnlinkedPATemplateSummaryRoot.java
src/main/java/factset/analyticsapi/engines/models/UnlinkedPATemplateUpdateParameters.java
src/main/java/factset/analyticsapi/engines/models/UnlinkedPATemplateUpdateParametersRoot.java
+src/main/java/factset/analyticsapi/engines/models/VaultAttributionLoaderResponse.java
+src/main/java/factset/analyticsapi/engines/models/VaultAttributionLoaderResponseRoot.java
src/main/java/factset/analyticsapi/engines/models/VaultCalculationParameters.java
src/main/java/factset/analyticsapi/engines/models/VaultCalculationParametersRoot.java
src/main/java/factset/analyticsapi/engines/models/VaultComponent.java
diff --git a/auto-generated-sdk/README.md b/auto-generated-sdk/README.md
index ef28087f..2f18d0bc 100644
--- a/auto-generated-sdk/README.md
+++ b/auto-generated-sdk/README.md
@@ -167,6 +167,7 @@ Class | Method | HTTP request | Description
*ColumnsApi* | [**getPAColumns**](docs/ColumnsApi.md#getPAColumns) | **GET** /analytics/engines/pa/v3/columns | Get PA columns
*ComponentsApi* | [**getPAComponentById**](docs/ComponentsApi.md#getPAComponentById) | **GET** /analytics/engines/pa/v3/components/{id} | Get PA component by id
*ComponentsApi* | [**getPAComponents**](docs/ComponentsApi.md#getPAComponents) | **GET** /analytics/engines/pa/v3/components | Get PA components
+*ComponentsApi* | [**getSPARComponentById**](docs/ComponentsApi.md#getSPARComponentById) | **GET** /analytics/engines/spar/v3/components/{id} | Get SPAR component by id
*ComponentsApi* | [**getSPARComponents**](docs/ComponentsApi.md#getSPARComponents) | **GET** /analytics/engines/spar/v3/components | Get SPAR components
*ComponentsApi* | [**getVaultComponentById**](docs/ComponentsApi.md#getVaultComponentById) | **GET** /analytics/engines/vault/v3/components/{id} | Get Vault component by id
*ComponentsApi* | [**getVaultComponents**](docs/ComponentsApi.md#getVaultComponents) | **GET** /analytics/engines/vault/v3/components | Get Vault components
@@ -258,6 +259,7 @@ Class | Method | HTTP request | Description
*UnlinkedPaTemplatesApi* | [**getUnlinkedPATemplates**](docs/UnlinkedPaTemplatesApi.md#getUnlinkedPATemplates) | **GET** /analytics/engines/pa/v3/unlinked-templates | Get unlinked PA templates
*UnlinkedPaTemplatesApi* | [**getUnlinkedPATemplatesById**](docs/UnlinkedPaTemplatesApi.md#getUnlinkedPATemplatesById) | **GET** /analytics/engines/pa/v3/unlinked-templates/{id} | Get unlinked PA template details by id
*UnlinkedPaTemplatesApi* | [**updateUnlinkedPATemplates**](docs/UnlinkedPaTemplatesApi.md#updateUnlinkedPATemplates) | **PUT** /analytics/engines/pa/v3/unlinked-templates/{id} | Update unlinked PA template
+*VaultAttributionLoaderApi* | [**vaultAttributionLoader**](docs/VaultAttributionLoaderApi.md#vaultAttributionLoader) | **POST** /analytics/engines/vault/v3/load/{batchId} | Vault - External Attribution Loader
*VaultCalculationsApi* | [**cancelCalculationById**](docs/VaultCalculationsApi.md#cancelCalculationById) | **DELETE** /analytics/engines/vault/v3/calculations/{id} | Cancel Vault calculation by id
*VaultCalculationsApi* | [**getAllCalculations**](docs/VaultCalculationsApi.md#getAllCalculations) | **GET** /analytics/engines/vault/v3/calculations | Get all calculations
*VaultCalculationsApi* | [**getCalculationParameters**](docs/VaultCalculationsApi.md#getCalculationParameters) | **GET** /analytics/engines/vault/v3/calculations/{id} | Get Vault calculation parameters by id
@@ -320,6 +322,8 @@ Class | Method | HTTP request | Description
- [FIABCalculationStatusSummary](docs/FIABCalculationStatusSummary.md)
- [FIABDateParameters](docs/FIABDateParameters.md)
- [FIABIdentifier](docs/FIABIdentifier.md)
+ - [FIAttributionForJobSettings](docs/FIAttributionForJobSettings.md)
+ - [FIAttributionForSecurities](docs/FIAttributionForSecurities.md)
- [FIBalloonExtension](docs/FIBalloonExtension.md)
- [FIBankLoans](docs/FIBankLoans.md)
- [FICalculationParameters](docs/FICalculationParameters.md)
@@ -426,6 +430,8 @@ Class | Method | HTTP request | Description
- [SPARBenchmarkRoot](docs/SPARBenchmarkRoot.md)
- [SPARCalculationParameters](docs/SPARCalculationParameters.md)
- [SPARCalculationParametersRoot](docs/SPARCalculationParametersRoot.md)
+ - [SPARComponent](docs/SPARComponent.md)
+ - [SPARComponentRoot](docs/SPARComponentRoot.md)
- [SPARDateParameters](docs/SPARDateParameters.md)
- [SPARIdentifier](docs/SPARIdentifier.md)
- [TemplateContentTypes](docs/TemplateContentTypes.md)
@@ -455,6 +461,8 @@ Class | Method | HTTP request | Description
- [UnlinkedPATemplateSummaryRoot](docs/UnlinkedPATemplateSummaryRoot.md)
- [UnlinkedPATemplateUpdateParameters](docs/UnlinkedPATemplateUpdateParameters.md)
- [UnlinkedPATemplateUpdateParametersRoot](docs/UnlinkedPATemplateUpdateParametersRoot.md)
+ - [VaultAttributionLoaderResponse](docs/VaultAttributionLoaderResponse.md)
+ - [VaultAttributionLoaderResponseRoot](docs/VaultAttributionLoaderResponseRoot.md)
- [VaultCalculationParameters](docs/VaultCalculationParameters.md)
- [VaultCalculationParametersRoot](docs/VaultCalculationParametersRoot.md)
- [VaultComponent](docs/VaultComponent.md)
diff --git a/auto-generated-sdk/api/openapi.yaml b/auto-generated-sdk/api/openapi.yaml
index 19ee46ac..51e2b57f 100644
--- a/auto-generated-sdk/api/openapi.yaml
+++ b/auto-generated-sdk/api/openapi.yaml
@@ -8415,28 +8415,27 @@ paths:
- status-code: "200"
response-type: ComponentSummaryRoot
x-accepts: application/json
- /analytics/engines/vault/v3/components:
+ /analytics/engines/spar/v3/components/{id}:
get:
- description: This endpoint returns the list of Vault components in a given Vault
- document.
- operationId: getVaultComponents
+ description: This endpoint returns the default settings of a SPAR component.
+ operationId: getSPARComponentById
parameters:
- - description: Document Name
- explode: true
- in: query
- name: document
+ - description: Unique identifier for a SPAR component
+ explode: false
+ in: path
+ name: id
required: true
schema:
- description: Document Name
+ description: Unique identifier for a SPAR component
type: string
- style: form
+ style: simple
responses:
"200":
content:
application/json:
schema:
- $ref: '#/components/schemas/ComponentSummaryRoot'
- description: Expected response, returns a list of Vault components.
+ $ref: '#/components/schemas/SPARComponentRoot'
+ description: Expected response, returns the default settings of a SPAR component.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -8477,8 +8476,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- description: Invalid query parameter provided or invalid Vault document
- name.
+ description: Invalid SPAR component id.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -8519,7 +8517,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- description: Vault Document not found.
+ description: Component not found.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -8714,36 +8712,36 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get Vault components
+ summary: Get SPAR component by id
tags:
- Components
x-are-multiple-success-responses-different: false
x-success-response-types:
- status-code: "200"
- response-type: ComponentSummaryRoot
+ response-type: SPARComponentRoot
x-accepts: application/json
- /analytics/engines/vault/v3/components/{id}:
+ /analytics/engines/vault/v3/components:
get:
- description: This endpoint returns the default settings of a Vault component.
- operationId: getVaultComponentById
+ description: This endpoint returns the list of Vault components in a given Vault
+ document.
+ operationId: getVaultComponents
parameters:
- - description: Unique identifier for a vault component
- explode: false
- in: path
- name: id
+ - description: Document Name
+ explode: true
+ in: query
+ name: document
required: true
schema:
- description: Unique identifier for a vault component
+ description: Document Name
type: string
- style: simple
+ style: form
responses:
"200":
content:
application/json:
schema:
- $ref: '#/components/schemas/VaultComponentRoot'
- description: Expected response, returns the default settings of a Vault
- component.
+ $ref: '#/components/schemas/ComponentSummaryRoot'
+ description: Expected response, returns a list of Vault components.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -8784,7 +8782,8 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- description: Invalid Vault component id.
+ description: Invalid query parameter provided or invalid Vault document
+ name.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -8825,7 +8824,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- description: Vault Component not found.
+ description: Vault Document not found.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -9020,38 +9019,36 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get Vault component by id
+ summary: Get Vault components
tags:
- Components
x-are-multiple-success-responses-different: false
x-success-response-types:
- status-code: "200"
- response-type: VaultComponentRoot
+ response-type: ComponentSummaryRoot
x-accepts: application/json
- /analytics/engines/vault/v3/configurations:
+ /analytics/engines/vault/v3/components/{id}:
get:
- description: This endpoint returns all the Vault configurations saved in the
- provided account.
- operationId: getVaultConfigurations
+ description: This endpoint returns the default settings of a Vault component.
+ operationId: getVaultComponentById
parameters:
- - description: Required account query parameter to filter configurations for
- a specific account
- explode: true
- in: query
- name: account
+ - description: Unique identifier for a vault component
+ explode: false
+ in: path
+ name: id
required: true
schema:
- description: Required account query parameter to filter configurations for
- a specific account
+ description: Unique identifier for a vault component
type: string
- style: form
+ style: simple
responses:
"200":
content:
application/json:
schema:
- $ref: '#/components/schemas/VaultConfigurationSummaryRoot'
- description: Expected response, returns a dictionary of Vault configurations.
+ $ref: '#/components/schemas/VaultComponentRoot'
+ description: Expected response, returns the default settings of a Vault
+ component.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -9092,7 +9089,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- description: Invalid account.
+ description: Invalid Vault component id.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -9133,7 +9130,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- description: Account not found.
+ description: Vault Component not found.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -9328,36 +9325,38 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get Vault configurations
+ summary: Get Vault component by id
tags:
- - Configurations
+ - Components
x-are-multiple-success-responses-different: false
x-success-response-types:
- status-code: "200"
- response-type: VaultConfigurationSummaryRoot
+ response-type: VaultComponentRoot
x-accepts: application/json
- /analytics/engines/vault/v3/configurations/{id}:
+ /analytics/engines/vault/v3/configurations:
get:
- description: This endpoint returns details for a Vault configuration as well
- as a list of accounts it is used in.
- operationId: getVaultConfigurationById
+ description: This endpoint returns all the Vault configurations saved in the
+ provided account.
+ operationId: getVaultConfigurations
parameters:
- - description: Vault configuration id to get the details of
- explode: false
- in: path
- name: id
+ - description: Required account query parameter to filter configurations for
+ a specific account
+ explode: true
+ in: query
+ name: account
required: true
schema:
- description: Vault configuration id to get the details of
+ description: Required account query parameter to filter configurations for
+ a specific account
type: string
- style: simple
+ style: form
responses:
"200":
content:
application/json:
schema:
- $ref: '#/components/schemas/VaultConfigurationRoot'
- description: Expected response, returns details for a Vault configuration.
+ $ref: '#/components/schemas/VaultConfigurationSummaryRoot'
+ description: Expected response, returns a dictionary of Vault configurations.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -9398,7 +9397,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- description: Invalid vault configuration code.
+ description: Invalid account.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -9439,7 +9438,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- description: Vault configuration id not found.
+ description: Account not found.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -9634,26 +9633,36 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get Vault configuration by id
+ summary: Get Vault configurations
tags:
- Configurations
x-are-multiple-success-responses-different: false
x-success-response-types:
- status-code: "200"
- response-type: VaultConfigurationRoot
+ response-type: VaultConfigurationSummaryRoot
x-accepts: application/json
- /analytics/lookups/v3/currencies:
+ /analytics/engines/vault/v3/configurations/{id}:
get:
- description: This endpoint lists all the currencies that can be applied to any
- calculation.
- operationId: getCurrencies
+ description: This endpoint returns details for a Vault configuration as well
+ as a list of accounts it is used in.
+ operationId: getVaultConfigurationById
+ parameters:
+ - description: Vault configuration id to get the details of
+ explode: false
+ in: path
+ name: id
+ required: true
+ schema:
+ description: Vault configuration id to get the details of
+ type: string
+ style: simple
responses:
"200":
content:
application/json:
schema:
- $ref: '#/components/schemas/CurrencyRoot'
- description: Expected response, returns a list of currencies.
+ $ref: '#/components/schemas/VaultConfigurationRoot'
+ description: Expected response, returns details for a Vault configuration.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -9689,27 +9698,12 @@ paths:
schema:
type: string
style: simple
- "401":
- description: Missing or invalid authentication.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
+ "400":
+ content:
+ application/json:
schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- "403":
- description: User is forbidden with current credentials
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Invalid vault configuration code.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -9745,8 +9739,12 @@ paths:
schema:
type: string
style: simple
- "406":
- description: Unsupported Accept header. Header needs to be set to application/json.
+ "404":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Vault configuration id not found.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -9782,9 +9780,8 @@ paths:
schema:
type: string
style: simple
- "429":
- description: Rate limit reached. Wait till the time specified in Retry-After
- header value to make further requests.
+ "401":
+ description: Missing or invalid authentication.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -9802,16 +9799,8 @@ paths:
available after successful authentication.
type: string
style: simple
- Retry-After:
- description: Time to wait in seconds before making a new request as
- the rate limit has reached.
- explode: false
- schema:
- type: string
- style: simple
- "500":
- description: Server error. Log the X-DataDirect-Request-Key header to assist
- in troubleshooting.
+ "403":
+ description: User is forbidden with current credentials
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -9829,85 +9818,26 @@ paths:
available after successful authentication.
type: string
style: simple
- "503":
- description: Request timed out. Retry the request in sometime.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
explode: false
schema:
- description: FactSet's request key header.
type: string
style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
explode: false
schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
type: string
style: simple
- summary: Get currencies
- tags:
- - Currencies
- x-are-multiple-success-responses-different: false
- x-success-response-types:
- - status-code: "200"
- response-type: CurrencyRoot
- x-accepts: application/json
- /analytics/engines/pa/v3/dates:
- get:
- description: This endpoint converts the given start and end dates in FactSet
- date format to yyyymmdd format for a PA calculation. For more information
- on FactSet date format, please refer to the PA Engine API documentation under
- the 'API Documentation' section in the developer portal.
- operationId: convertPADatesToAbsoluteFormat
- parameters:
- - description: Start Date
- explode: true
- in: query
- name: startdate
- required: false
- schema:
- description: Start Date
- type: string
- style: form
- - description: End Date
- explode: true
- in: query
- name: enddate
- required: true
- schema:
- description: End Date
- type: string
- style: form
- - description: Component Id
- explode: true
- in: query
- name: componentid
- required: true
- schema:
- description: Component Id
- type: string
- style: form
- - description: Account
- explode: true
- in: query
- name: account
- required: true
- schema:
- description: Account
- type: string
- style: form
- responses:
- "200":
- content:
- application/json:
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
schema:
- $ref: '#/components/schemas/DateParametersSummaryRoot'
- description: Expected response, returns the converted dates in yyyymmdd
- format.
+ type: string
+ style: simple
+ "406":
+ description: Unsupported Accept header. Header needs to be set to application/json.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -9943,12 +9873,9 @@ paths:
schema:
type: string
style: simple
- "400":
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: Invalid query parameter or value is provided.
+ "429":
+ description: Rate limit reached. Wait till the time specified in Retry-After
+ header value to make further requests.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -9966,30 +9893,72 @@ paths:
available after successful authentication.
type: string
style: simple
- X-FactSet-Api-RateLimit-Limit:
- description: Number of allowed requests for the time window.
+ Retry-After:
+ description: Time to wait in seconds before making a new request as
+ the rate limit has reached.
explode: false
schema:
type: string
style: simple
- X-FactSet-Api-RateLimit-Remaining:
- description: Number of requests left for the time window.
+ "500":
+ description: Server error. Log the X-DataDirect-Request-Key header to assist
+ in troubleshooting.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
explode: false
schema:
+ description: FactSet's request key header.
type: string
style: simple
- X-FactSet-Api-RateLimit-Reset:
- description: Number of seconds remaining till rate limit resets.
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
explode: false
schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
type: string
style: simple
- "404":
+ "503":
+ description: Request timed out. Retry the request in sometime.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ summary: Get Vault configuration by id
+ tags:
+ - Configurations
+ x-are-multiple-success-responses-different: false
+ x-success-response-types:
+ - status-code: "200"
+ response-type: VaultConfigurationRoot
+ x-accepts: application/json
+ /analytics/lookups/v3/currencies:
+ get:
+ description: This endpoint lists all the currencies that can be applied to any
+ calculation.
+ operationId: getCurrencies
+ responses:
+ "200":
content:
application/json:
schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: Document or account not found.
+ $ref: '#/components/schemas/CurrencyRoot'
+ description: Expected response, returns a list of currencies.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -10184,21 +10153,21 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Convert PA dates to absolute format
+ summary: Get currencies
tags:
- - Dates
+ - Currencies
x-are-multiple-success-responses-different: false
x-success-response-types:
- status-code: "200"
- response-type: DateParametersSummaryRoot
+ response-type: CurrencyRoot
x-accepts: application/json
- /analytics/engines/vault/v3/dates:
+ /analytics/engines/pa/v3/dates:
get:
description: This endpoint converts the given start and end dates in FactSet
- date format to yyyymmdd format for a Vault calculation. For more information
- on FactSet date format, please refer to the Vault API documentation under
+ date format to yyyymmdd format for a PA calculation. For more information
+ on FactSet date format, please refer to the PA Engine API documentation under
the 'API Documentation' section in the developer portal.
- operationId: convertVaultDatesToAbsoluteFormat
+ operationId: convertPADatesToAbsoluteFormat
parameters:
- description: Start Date
explode: true
@@ -10218,13 +10187,13 @@ paths:
description: End Date
type: string
style: form
- - description: Vault Component Id
+ - description: Component Id
explode: true
in: query
name: componentid
required: true
schema:
- description: Vault Component Id
+ description: Component Id
type: string
style: form
- description: Account
@@ -10325,7 +10294,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- description: vault Document or account not found.
+ description: Document or account not found.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -10520,7 +10489,7 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Convert Vault dates to absolute format
+ summary: Convert PA dates to absolute format
tags:
- Dates
x-are-multiple-success-responses-different: false
@@ -10528,17 +10497,48 @@ paths:
- status-code: "200"
response-type: DateParametersSummaryRoot
x-accepts: application/json
- /analytics/engines/fi/v3/discount-curves:
+ /analytics/engines/vault/v3/dates:
get:
- description: This endpoint lists all the discount curves that can be applied
- to a FI calculation.
- operationId: getAllFIDiscountCurves
+ description: This endpoint converts the given start and end dates in FactSet
+ date format to yyyymmdd format for a Vault calculation. For more information
+ on FactSet date format, please refer to the Vault API documentation under
+ the 'API Documentation' section in the developer portal.
+ operationId: convertVaultDatesToAbsoluteFormat
parameters:
- - explode: true
+ - description: Start Date
+ explode: true
in: query
- name: currency
+ name: startdate
required: false
schema:
+ description: Start Date
+ type: string
+ style: form
+ - description: End Date
+ explode: true
+ in: query
+ name: enddate
+ required: true
+ schema:
+ description: End Date
+ type: string
+ style: form
+ - description: Vault Component Id
+ explode: true
+ in: query
+ name: componentid
+ required: true
+ schema:
+ description: Vault Component Id
+ type: string
+ style: form
+ - description: Account
+ explode: true
+ in: query
+ name: account
+ required: true
+ schema:
+ description: Account
type: string
style: form
responses:
@@ -10546,8 +10546,50 @@ paths:
content:
application/json:
schema:
- $ref: '#/components/schemas/FIDiscountCurveInfoRoot'
- description: Expected response, returns a list of FI discount curves.
+ $ref: '#/components/schemas/DateParametersSummaryRoot'
+ description: Expected response, returns the converted dates in yyyymmdd
+ format.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "400":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Invalid query parameter or value is provided.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -10588,7 +10630,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- description: Not found
+ description: vault Document or account not found.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -10783,78 +10825,34 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get Discount Curves
+ summary: Convert Vault dates to absolute format
tags:
- - DiscountCurves
+ - Dates
x-are-multiple-success-responses-different: false
x-success-response-types:
- status-code: "200"
- response-type: FIDiscountCurveInfoRoot
+ response-type: DateParametersSummaryRoot
x-accepts: application/json
- /analytics/engines/pa/v3/documents/{path}:
+ /analytics/engines/fi/v3/discount-curves:
get:
- description: This endpoint looks up all PA3 documents and sub-directories in
- a given directory.
- operationId: getPA3Documents
+ description: This endpoint lists all the discount curves that can be applied
+ to a FI calculation.
+ operationId: getAllFIDiscountCurves
parameters:
- - description: The directory to get the documents and sub-directories in
- explode: false
- in: path
- name: path
- required: true
+ - explode: true
+ in: query
+ name: currency
+ required: false
schema:
- default: ""
- description: The directory to get the documents and sub-directories in
type: string
- style: simple
+ style: form
responses:
"200":
content:
application/json:
schema:
- $ref: '#/components/schemas/DocumentDirectoriesRoot'
- description: Expected response, returns a list of PA3 documents and directories
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
- schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Limit:
- description: Number of allowed requests for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Remaining:
- description: Number of requests left for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Reset:
- description: Number of seconds remaining till rate limit resets.
- explode: false
- schema:
- type: string
- style: simple
- "400":
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: Invalid query parameter or value provided
+ $ref: '#/components/schemas/FIDiscountCurveInfoRoot'
+ description: Expected response, returns a list of FI discount curves.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -10895,7 +10893,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- description: Path not found
+ description: Not found
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -10932,7 +10930,7 @@ paths:
type: string
style: simple
"401":
- description: Missing or invalid authentication
+ description: Missing or invalid authentication.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -10988,7 +10986,7 @@ paths:
type: string
style: simple
"406":
- description: Unsupported Accept header. Header needs to be set to application/json
+ description: Unsupported Accept header. Header needs to be set to application/json.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -11053,7 +11051,7 @@ paths:
style: simple
"500":
description: Server error. Log the X-DataDirect-Request-Key header to assist
- in troubleshooting
+ in troubleshooting.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -11072,7 +11070,7 @@ paths:
type: string
style: simple
"503":
- description: Request timed out. Retry the request in some time
+ description: Request timed out. Retry the request in sometime.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -11090,28 +11088,28 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get PA3 documents and sub-directories in a directory
+ summary: Get Discount Curves
tags:
- - Documents
+ - DiscountCurves
x-are-multiple-success-responses-different: false
x-success-response-types:
- status-code: "200"
- response-type: DocumentDirectoriesRoot
+ response-type: FIDiscountCurveInfoRoot
x-accepts: application/json
- /analytics/engines/vault/v3/documents/{path}:
+ /analytics/engines/pa/v3/documents/{path}:
get:
- description: This endpoint looks up all Vault documents and sub-directories
- in a given directory.
- operationId: getVaultDocuments
+ description: This endpoint looks up all PA3 documents and sub-directories in
+ a given directory.
+ operationId: getPA3Documents
parameters:
- - description: The directory to get the documents in
+ - description: The directory to get the documents and sub-directories in
explode: false
in: path
name: path
required: true
schema:
default: ""
- description: The directory to get the documents in
+ description: The directory to get the documents and sub-directories in
type: string
style: simple
responses:
@@ -11120,7 +11118,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/DocumentDirectoriesRoot'
- description: Expected response, returns a list of Vault documents and directories
+ description: Expected response, returns a list of PA3 documents and directories
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -11397,7 +11395,7 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get Vault documents and sub-directories in a directory
+ summary: Get PA3 documents and sub-directories in a directory
tags:
- Documents
x-are-multiple-success-responses-different: false
@@ -11405,11 +11403,11 @@ paths:
- status-code: "200"
response-type: DocumentDirectoriesRoot
x-accepts: application/json
- /analytics/engines/spar/v3/documents/{path}:
+ /analytics/engines/vault/v3/documents/{path}:
get:
- description: This endpoint looks up all SPAR3 documents and sub-directories
+ description: This endpoint looks up all Vault documents and sub-directories
in a given directory.
- operationId: getSPAR3Documents
+ operationId: getVaultDocuments
parameters:
- description: The directory to get the documents in
explode: false
@@ -11427,7 +11425,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/DocumentDirectoriesRoot'
- description: Expected response, returns a list of SPAR3 documents and directories
+ description: Expected response, returns a list of Vault documents and directories
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -11704,7 +11702,7 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Gets SPAR3 documents and sub-directories in a directory
+ summary: Get Vault documents and sub-directories in a directory
tags:
- Documents
x-are-multiple-success-responses-different: false
@@ -11712,11 +11710,11 @@ paths:
- status-code: "200"
response-type: DocumentDirectoriesRoot
x-accepts: application/json
- /analytics/engines/pub/v3/documents/{path}:
+ /analytics/engines/spar/v3/documents/{path}:
get:
- description: This endpoint looks up all Publisher documents and sub-directories
+ description: This endpoint looks up all SPAR3 documents and sub-directories
in a given directory.
- operationId: getPubDocuments
+ operationId: getSPAR3Documents
parameters:
- description: The directory to get the documents in
explode: false
@@ -11734,8 +11732,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/DocumentDirectoriesRoot'
- description: Expected response, returns a list of Publisher documents and
- directories
+ description: Expected response, returns a list of SPAR3 documents and directories
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -12012,7 +12009,7 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Gets Publisher documents and sub-directories in a directory
+ summary: Gets SPAR3 documents and sub-directories in a directory
tags:
- Documents
x-are-multiple-success-responses-different: false
@@ -12020,19 +12017,30 @@ paths:
- status-code: "200"
response-type: DocumentDirectoriesRoot
x-accepts: application/json
- /analytics/engines/fiab/v1/calculations:
+ /analytics/engines/pub/v3/documents/{path}:
get:
- description: This endpoints returns all FIAB calculation requests.
- operationId: getCalculationStatusSummaries
+ description: This endpoint looks up all Publisher documents and sub-directories
+ in a given directory.
+ operationId: getPubDocuments
+ parameters:
+ - description: The directory to get the documents in
+ explode: false
+ in: path
+ name: path
+ required: true
+ schema:
+ default: ""
+ description: The directory to get the documents in
+ type: string
+ style: simple
responses:
"200":
content:
application/json:
schema:
- additionalProperties:
- $ref: '#/components/schemas/FIABCalculationStatusSummary'
- type: object
- description: List of active FIAB calculation requests.
+ $ref: '#/components/schemas/DocumentDirectoriesRoot'
+ description: Expected response, returns a list of Publisher documents and
+ directories
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -12068,27 +12076,12 @@ paths:
schema:
type: string
style: simple
- "401":
- description: Missing or invalid authentication.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
+ "400":
+ content:
+ application/json:
schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- "403":
- description: User is forbidden with current credentials.
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Invalid query parameter or value provided
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -12124,8 +12117,12 @@ paths:
schema:
type: string
style: simple
- "406":
- description: Unsupported Accept header. Header needs to be set to application/json.
+ "404":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Path not found
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -12161,9 +12158,8 @@ paths:
schema:
type: string
style: simple
- "429":
- description: Rate limit reached. Wait till the time specified in Retry-After
- header value to make further requests.
+ "401":
+ description: Missing or invalid authentication
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -12181,16 +12177,8 @@ paths:
available after successful authentication.
type: string
style: simple
- Retry-After:
- description: Time to wait in seconds before making a new request as
- the rate limit has reached.
- explode: false
- schema:
- type: string
- style: simple
- "500":
- description: Server error. Log the X-DataDirect-Request-Key header to assist
- in troubleshooting.
+ "403":
+ description: User is forbidden with current credentials
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -12208,56 +12196,27 @@ paths:
available after successful authentication.
type: string
style: simple
- "503":
- description: Request timed out. Retry the request in sometime.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
explode: false
schema:
- description: FactSet's request key header.
type: string
style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
explode: false
schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
type: string
style: simple
- summary: Get all FIAB calculation summaries
- tags:
- - FIAB Calculations
- x-are-multiple-success-responses-different: false
- x-success-response-types:
- - status-code: "200"
- x-accepts: application/json
- post:
- description: "This endpoint creates a new FIAB calculation.\r\nThis must be\
- \ used first before get status or cancelling endpoints with a calculation\
- \ id.\r\nA successful response will contain the URL to check the status of\
- \ the calculation request.\r\n\r\nRemarks:\r\n*\tAny settings in POST body\
- \ will act as a one-time override over the settings saved in the FIAB template."
- operationId: runCalculation
- requestBody:
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/FIABCalculationParameters'
- responses:
- "202":
- description: Expected response, contains the URL in the Location header
- to check the status of the calculation.
- headers:
- Location:
- description: URL to check status of the request.
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
explode: false
schema:
- description: URL to check status of the request.
type: string
style: simple
+ "406":
+ description: Unsupported Accept header. Header needs to be set to application/json
+ headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
explode: false
@@ -12274,49 +12233,74 @@ paths:
available after successful authentication.
type: string
style: simple
- X-FactSet-Api-Calculations-Limit:
- description: Maximum FIAB request limit.
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
explode: false
schema:
- description: Maximum FIAB request limit.
type: string
style: simple
- X-FactSet-Api-Calculations-Remaining:
- description: Number of FIAB requests remaining till request limit reached.
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
explode: false
schema:
- description: Number of FIAB requests remaining till request limit
- reached.
type: string
style: simple
- X-FactSet-Api-RateLimit-Limit:
- description: Number of allowed requests for the time window.
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
explode: false
schema:
type: string
style: simple
- X-FactSet-Api-RateLimit-Remaining:
- description: Number of requests left for the time window.
+ "429":
+ description: Rate limit reached. Wait till the time specified in Retry-After
+ header value to make further requests.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
explode: false
schema:
+ description: FactSet's request key header.
type: string
style: simple
- X-FactSet-Api-RateLimit-Reset:
- description: Number of seconds remaining till rate limit resets.
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ Retry-After:
+ description: Time to wait in seconds before making a new request as
+ the rate limit has reached.
explode: false
schema:
type: string
style: simple
- "400":
- description: Invalid POST body.
+ "500":
+ description: Server error. Log the X-DataDirect-Request-Key header to assist
+ in troubleshooting
headers:
- Location:
- description: URL to check status of the request.
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
explode: false
schema:
- description: URL to check status of the request.
+ description: FactSet's request key header.
type: string
style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ "503":
+ description: Request timed out. Retry the request in some time
+ headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
explode: false
@@ -12333,19 +12317,340 @@ paths:
available after successful authentication.
type: string
style: simple
- X-FactSet-Api-Calculations-Limit:
- description: Maximum FIAB request limit.
+ summary: Gets Publisher documents and sub-directories in a directory
+ tags:
+ - Documents
+ x-are-multiple-success-responses-different: false
+ x-success-response-types:
+ - status-code: "200"
+ response-type: DocumentDirectoriesRoot
+ x-accepts: application/json
+ /analytics/engines/fiab/v1/calculations:
+ get:
+ description: This endpoints returns all FIAB calculation requests.
+ operationId: getCalculationStatusSummaries
+ responses:
+ "200":
+ content:
+ application/json:
+ schema:
+ additionalProperties:
+ $ref: '#/components/schemas/FIABCalculationStatusSummary'
+ type: object
+ description: List of active FIAB calculation requests.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
explode: false
schema:
- description: Maximum FIAB request limit.
+ description: FactSet's request key header.
type: string
style: simple
- X-FactSet-Api-Calculations-Remaining:
- description: Number of FIAB requests remaining till request limit reached.
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
explode: false
schema:
- description: Number of FIAB requests remaining till request limit
- reached.
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "401":
+ description: Missing or invalid authentication.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ "403":
+ description: User is forbidden with current credentials.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "406":
+ description: Unsupported Accept header. Header needs to be set to application/json.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "429":
+ description: Rate limit reached. Wait till the time specified in Retry-After
+ header value to make further requests.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ Retry-After:
+ description: Time to wait in seconds before making a new request as
+ the rate limit has reached.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "500":
+ description: Server error. Log the X-DataDirect-Request-Key header to assist
+ in troubleshooting.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ "503":
+ description: Request timed out. Retry the request in sometime.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ summary: Get all FIAB calculation summaries
+ tags:
+ - FIAB Calculations
+ x-are-multiple-success-responses-different: false
+ x-success-response-types:
+ - status-code: "200"
+ x-accepts: application/json
+ post:
+ description: "This endpoint creates a new FIAB calculation.\r\nThis must be\
+ \ used first before get status or cancelling endpoints with a calculation\
+ \ id.\r\nA successful response will contain the URL to check the status of\
+ \ the calculation request.\r\n\r\nRemarks:\r\n*\tAny settings in POST body\
+ \ will act as a one-time override over the settings saved in the FIAB template."
+ operationId: runCalculation
+ requestBody:
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/FIABCalculationParameters'
+ responses:
+ "202":
+ description: Expected response, contains the URL in the Location header
+ to check the status of the calculation.
+ headers:
+ Location:
+ description: URL to check status of the request.
+ explode: false
+ schema:
+ description: URL to check status of the request.
+ type: string
+ style: simple
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-Calculations-Limit:
+ description: Maximum FIAB request limit.
+ explode: false
+ schema:
+ description: Maximum FIAB request limit.
+ type: string
+ style: simple
+ X-FactSet-Api-Calculations-Remaining:
+ description: Number of FIAB requests remaining till request limit reached.
+ explode: false
+ schema:
+ description: Number of FIAB requests remaining till request limit
+ reached.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "400":
+ description: Invalid POST body.
+ headers:
+ Location:
+ description: URL to check status of the request.
+ explode: false
+ schema:
+ description: URL to check status of the request.
+ type: string
+ style: simple
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-Calculations-Limit:
+ description: Maximum FIAB request limit.
+ explode: false
+ schema:
+ description: Maximum FIAB request limit.
+ type: string
+ style: simple
+ X-FactSet-Api-Calculations-Remaining:
+ description: Number of FIAB requests remaining till request limit reached.
+ explode: false
+ schema:
+ description: Number of FIAB requests remaining till request limit
+ reached.
type: string
style: simple
X-FactSet-Api-RateLimit-Limit:
@@ -21937,13 +22242,22 @@ paths:
description: "This endpoint runs the PA calculation specified in the POST body\
\ parameters.\r\nIt can take one or more calculation units as input.\r\n\r\
\nRemarks:\r\n\r\n*\tAny settings in POST body will act as a one-time override\
- \ over the settings saved in the PA template.\r\n\r\n* If we are overriding\
- \ the grouping with a frequency, we will be overriding the grouping saved\
- \ to the original component and also overriding \r\n the default frequency\
- \ of the Beginning of Period to whatever we pass in the request body.\r\n\
- \ \r\n* If we are overriding gouping frequency without overriding the\
- \ group id it will not be applied to the default groupings saved to the original\
- \ component."
+ \ over the settings saved in the PA template.\r\n\r\n* Account identifiers\
+ \ must have .ACCT or .ACTM extension or BENCH: prefix. Holdings mode can be\
+ \ optionally set for every account. \r\n Possible values for holdings mode\
+ \ are B&H (Buy and Hold), TBR (Transaction based returns), OMS (Order Management\
+ \ System), \r\n VLT (Vaulted returns) or EXT (External Returns Data). Default\
+ \ holdings mode value is B&H. \r\n\r\n* If we are overriding the grouping\
+ \ with a frequency, we will be overriding the grouping saved to the original\
+ \ component and also overriding \r\n the default frequency of the Beginning\
+ \ of Period to whatever we pass in the request body.\r\n \r\n* If we\
+ \ are overriding gouping frequency without overriding the group id it will\
+ \ not be applied to the default groupings saved to the original component.\r\
+ \n\r\n* Componentdetail supports securities, groups, groupsall, and totals\
+ \ levels of granularity. However, if no value is passed, the default value\
+ \ is 'securities'.\r\n Additionally, while 'groupsall' returns all the\
+ \ group levels in the PA component,\r\n setting componentdetail to 'groups'\
+ \ only returns the expanded or collapsed group levels within the PA component."
operationId: postAndCalculate
parameters:
- description: Long running deadline in seconds when only one unit is passed
@@ -22915,13 +23229,22 @@ paths:
\ the PUT body parameters. This also allows creating new PA calculations with\
\ custom ids.\r\nIt can take one or more calculation units as input.\r\n\r\
\nRemarks:\r\n\r\n*\tAny settings in PUT body will act as a one-time override\
- \ over the settings saved in the PA template.\r\n\r\n* If we are overriding\
- \ the grouping with a frequency, we will be overriding the grouping saved\
- \ to the original component and also overriding \r\n the default frequency\
- \ of the Beginning of Period to whatever we pass in the request body.\r\n\
- \ \r\n* If we are overriding gouping frequency without overriding the\
- \ group id it will not be applied to the default groupings saved to the original\
- \ component."
+ \ over the settings saved in the PA template.\r\n\r\n* Account identifiers\
+ \ must have .ACCT or .ACTM extension or BENCH: prefix. Holdings mode can be\
+ \ optionally set for every account. \r\n Possible values for holdings mode\
+ \ are B&H (Buy and Hold), TBR (Transaction based returns), OMS (Order Management\
+ \ System), \r\n VLT (Vaulted returns) or EXT (External Returns Data). Default\
+ \ holdings mode value is B&H.\r\n\r\n* If we are overriding the grouping\
+ \ with a frequency, we will be overriding the grouping saved to the original\
+ \ component and also overriding \r\n the default frequency of the Beginning\
+ \ of Period to whatever we pass in the request body.\r\n \r\n* If we\
+ \ are overriding gouping frequency without overriding the group id it will\
+ \ not be applied to the default groupings saved to the original component.\r\
+ \n\r\n* Componentdetail supports securities, groups, groupsall, and totals\
+ \ levels of granularity. However, if no value is passed, the default value\
+ \ is 'securities'.\r\n Additionally, while 'groupsall' returns all the\
+ \ group levels in the PA component,\r\n setting componentdetail to 'groups'\
+ \ only returns the expanded or collapsed group levels within the PA component."
operationId: putAndCalculate
parameters:
- description: from url, provided from the location header in the Create and
@@ -27279,23 +27602,14 @@ paths:
schema:
$ref: '#/components/schemas/QuantCalculationParametersRoot'
responses:
- "202":
+ "200":
content:
application/json:
schema:
$ref: '#/components/schemas/CalculationStatusRoot'
- application/x-protobuf:
- schema:
- $ref: '#/components/schemas/CalculationStatusRoot'
- description: Expected response, contains the poll URL in the Location header.
+ description: Expected response if the calculation has one unit and is completed
+ with an error.
headers:
- Location:
- description: URL to poll for the resulting calculation
- explode: false
- schema:
- description: URL to poll for the resulting calculation
- type: string
- style: simple
X-DataDirect-Request-Key:
description: FactSet's request key header.
explode: false
@@ -27332,12 +27646,10 @@ paths:
style: simple
"201":
content:
- application/json:
- schema:
- $ref: '#/components/schemas/ObjectRoot'
- application/x-protobuf:
+ application/octet-stream:
schema:
- $ref: '#/components/schemas/ObjectRoot'
+ format: binary
+ type: string
description: Expected response if the calculation has one unit and is completed
in a short span, returns JSON in the format specified in the Calculation
parameters.
@@ -27376,17 +27688,20 @@ paths:
schema:
type: string
style: simple
- "200":
+ "202":
content:
application/json:
schema:
$ref: '#/components/schemas/CalculationStatusRoot'
- application/x-protobuf:
- schema:
- $ref: '#/components/schemas/CalculationStatusRoot'
- description: Expected response if the calculation has one unit and is completed
- with an error.
+ description: Expected response, contains the poll URL in the Location header.
headers:
+ Location:
+ description: URL to poll for the resulting calculation
+ explode: false
+ schema:
+ description: URL to poll for the resulting calculation
+ type: string
+ style: simple
X-DataDirect-Request-Key:
description: FactSet's request key header.
explode: false
@@ -27426,9 +27741,6 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- application/x-protobuf:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
description: Invalid calculation parameters.
headers:
X-DataDirect-Request-Key:
@@ -27465,15 +27777,27 @@ paths:
schema:
type: string
style: simple
- "404":
- content:
- application/json:
+ "401":
+ description: Missing or invalid authentication.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- application/x-protobuf:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: One or more calculation settings were unavailable.
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ "403":
+ description: User is forbidden with current credentials
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -27509,8 +27833,12 @@ paths:
schema:
type: string
style: simple
- "401":
- description: Missing or invalid authentication.
+ "404":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: One or more calculation settings were unavailable.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -27528,8 +27856,30 @@ paths:
available after successful authentication.
type: string
style: simple
- "403":
- description: User is forbidden with current credentials
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "413":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Request body too large
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -27692,11 +28042,11 @@ paths:
- QuantCalculations
x-are-multiple-success-responses-different: true
x-success-response-types:
- - status-code: "202"
+ - status-code: "200"
response-type: CalculationStatusRoot
- status-code: "201"
- response-type: ObjectRoot
- - status-code: "200"
+ is-file: true
+ - status-code: "202"
response-type: CalculationStatusRoot
x-contentType: application/json
x-accepts: application/json
@@ -28251,65 +28601,11 @@ paths:
$ref: '#/components/schemas/QuantCalculationParametersRoot'
description: Calculation Parameters
responses:
- "202":
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/CalculationStatusRoot'
- application/x-protobuf:
- schema:
- $ref: '#/components/schemas/CalculationStatusRoot'
- description: Expected response, contains the poll URL in the Location header.
- headers:
- Location:
- description: URL to poll for the resulting calculation
- explode: false
- schema:
- description: URL to poll for the resulting calculation
- type: string
- style: simple
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
- schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Limit:
- description: Number of allowed requests for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Remaining:
- description: Number of requests left for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Reset:
- description: Number of seconds remaining till rate limit resets.
- explode: false
- schema:
- type: string
- style: simple
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/CalculationStatusRoot'
- application/x-protobuf:
- schema:
- $ref: '#/components/schemas/CalculationStatusRoot'
description: Expected response if the calculation has one unit and is completed
with an error.
headers:
@@ -28349,12 +28645,10 @@ paths:
style: simple
"201":
content:
- application/json:
- schema:
- $ref: '#/components/schemas/ObjectRoot'
- application/x-protobuf:
+ application/octet-stream:
schema:
- $ref: '#/components/schemas/ObjectRoot'
+ format: binary
+ type: string
description: Expected response if the calculation has one unit and is completed
in a short span, returns JSON in the format specified in the Calculation
parameters.
@@ -28393,104 +28687,61 @@ paths:
schema:
type: string
style: simple
- "400":
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- application/x-protobuf:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: Invalid Calculation Parameters.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
- schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Limit:
- description: Number of allowed requests for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Remaining:
- description: Number of requests left for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Reset:
- description: Number of seconds remaining till rate limit resets.
- explode: false
- schema:
- type: string
- style: simple
- "404":
+ "202":
content:
application/json:
schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- application/x-protobuf:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: One or more calculation settings were unavailable.
+ $ref: '#/components/schemas/CalculationStatusRoot'
+ description: Expected response, contains the poll URL in the Location header.
headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
- schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Limit:
- description: Number of allowed requests for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Remaining:
- description: Number of requests left for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Reset:
- description: Number of seconds remaining till rate limit resets.
+ Location:
+ description: URL to poll for the resulting calculation
explode: false
schema:
+ description: URL to poll for the resulting calculation
type: string
style: simple
- "409":
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- application/x-protobuf:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: Duplicate calculation exists with same parameters.
- headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "400":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Invalid Calculation Parameters.
+ headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
explode: false
@@ -28581,6 +28832,129 @@ paths:
schema:
type: string
style: simple
+ "404":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: One or more calculation settings were unavailable.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "409":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Duplicate calculation exists with same parameters.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "413":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Request body too large
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
"415":
description: Missing/Invalid Content-Type header. Header needs to be set
to application/json.
@@ -28708,12 +29082,12 @@ paths:
- QuantCalculations
x-are-multiple-success-responses-different: true
x-success-response-types:
- - status-code: "202"
- response-type: CalculationStatusRoot
- status-code: "200"
response-type: CalculationStatusRoot
- status-code: "201"
- response-type: ObjectRoot
+ is-file: true
+ - status-code: "202"
+ response-type: CalculationStatusRoot
x-contentType: application/json
x-accepts: application/json
/analytics/engines/quant/v3/calculations/{id}/status:
@@ -29081,14 +29455,6 @@ paths:
responses:
"200":
content:
- application/json:
- schema:
- format: binary
- type: string
- application/x-protobuf:
- schema:
- format: binary
- type: string
application/octet-stream:
schema:
format: binary
@@ -29160,117 +29526,105 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- application/x-protobuf:
+ description: Invalid identifier provided.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- application/octet-stream:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "401":
+ description: Missing or invalid authentication.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ "403":
+ description: User is forbidden with current credentials
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "404":
+ content:
+ application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- description: Invalid identifier provided.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
- schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Limit:
- description: Number of allowed requests for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Remaining:
- description: Number of requests left for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Reset:
- description: Number of seconds remaining till rate limit resets.
- explode: false
- schema:
- type: string
- style: simple
- "404":
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- application/x-protobuf:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- application/octet-stream:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: Calculation was already returned, provided id was not a requested
- calculation, or the calculation was cancelled
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
- schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Limit:
- description: Number of allowed requests for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Remaining:
- description: Number of requests left for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Reset:
- description: Number of seconds remaining till rate limit resets.
- explode: false
- schema:
- type: string
- style: simple
- "401":
- description: Missing or invalid authentication.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
- schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- "403":
- description: User is forbidden with current credentials
+ description: Calculation was already returned, provided id was not a requested
+ calculation, or the calculation was cancelled
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -29384,14 +29738,6 @@ paths:
responses:
"200":
content:
- application/json:
- schema:
- format: binary
- type: string
- application/x-protobuf:
- schema:
- format: binary
- type: string
application/octet-stream:
schema:
format: binary
@@ -29462,12 +29808,6 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- application/x-protobuf:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- application/octet-stream:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
description: Invalid identifier provided.
headers:
X-DataDirect-Request-Key:
@@ -29504,19 +29844,27 @@ paths:
schema:
type: string
style: simple
- "404":
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- application/x-protobuf:
+ "401":
+ description: Missing or invalid authentication.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- application/octet-stream:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: Calculation was already returned, provided id was not a requested
- calculation, or the calculation was cancelled
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ "403":
+ description: User is forbidden with current credentials
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -29552,27 +29900,13 @@ paths:
schema:
type: string
style: simple
- "401":
- description: Missing or invalid authentication.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
+ "404":
+ content:
+ application/json:
schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- "403":
- description: User is forbidden with current credentials
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Calculation was already returned, provided id was not a requested
+ calculation, or the calculation was cancelled
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -31664,27 +31998,470 @@ paths:
schema:
type: string
style: simple
- "401":
- description: Missing or invalid authentication.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
+ "401":
+ description: Missing or invalid authentication.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ "403":
+ description: User is forbidden with current credentials
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "500":
+ description: Server error. Log the X-DataDirect-Request-Key header to assist
+ in troubleshooting
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ "503":
+ description: Request timed out. Retry the request in sometime.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ summary: Get SPAR calculation status by id
+ tags:
+ - SPARCalculations
+ x-are-multiple-success-responses-different: false
+ x-success-response-types:
+ - status-code: "200"
+ response-type: CalculationStatusRoot
+ - status-code: "202"
+ response-type: CalculationStatusRoot
+ x-accepts: application/json
+ /analytics/engines/spar/v3/calculations/{id}/units/{unitId}/result:
+ get:
+ description: "This is the endpoint to get the result of a previously requested\
+ \ calculation.\r\nIf the calculation has finished computing, the body of the\
+ \ response will contain the requested document in JSON."
+ operationId: getCalculationUnitResultById
+ parameters:
+ - description: from url, provided from the location header in the Get SPAR calculation
+ status by id endpoint
+ explode: false
+ in: path
+ name: id
+ required: true
+ schema:
+ description: from url, provided from the location header in the Get SPAR
+ calculation status by id endpoint
+ type: string
+ style: simple
+ - description: from url, provided from the location header in the Get SPAR calculation
+ status by id endpoint
+ explode: false
+ in: path
+ name: unitId
+ required: true
+ schema:
+ description: from url, provided from the location header in the Get SPAR
+ calculation status by id endpoint
+ type: string
+ style: simple
+ responses:
+ "200":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/ObjectRoot'
+ application/x-protobuf:
+ schema:
+ $ref: '#/components/schemas/ObjectRoot'
+ description: Expected response once calculation is completed, returns JSON
+ in the format specified in the Calculation parameters.
+ headers:
+ Content-Encoding:
+ description: Standard HTTP header. Header value based on Accept-Encoding
+ Request header.
+ explode: false
+ schema:
+ description: Standard HTTP header. Header value based on Accept-Encoding
+ Request header.
+ type: string
+ style: simple
+ Content-Type:
+ description: Standard HTTP header.
+ explode: false
+ schema:
+ description: Standard HTTP header.
+ type: string
+ style: simple
+ Transfer-Encoding:
+ description: Standard HTTP header. Header value will be set to Chunked
+ if Accept-Encoding header is specified.
+ explode: false
+ schema:
+ description: Standard HTTP header. Header value will be set to Chunked
+ if Accept-Encoding header is specified.
+ type: string
+ style: simple
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "400":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ application/x-protobuf:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Invalid identifier provided.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "404":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ application/x-protobuf:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Calculation was already returned, provided id was not a requested
+ calculation, or the calculation was cancelled
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "401":
+ description: Missing or invalid authentication.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ "403":
+ description: User is forbidden with current credentials
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "500":
+ description: Server error. Log the X-DataDirect-Request-Key header to assist
+ in troubleshooting
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ "503":
+ description: Request timed out. Retry the request in sometime.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ summary: Get SPAR calculation result by id
+ tags:
+ - SPARCalculations
+ x-are-multiple-success-responses-different: false
+ x-success-response-types:
+ - status-code: "200"
+ response-type: ObjectRoot
+ x-accepts: application/json
+ /analytics/engines/axp/v3/strategies/{path}:
+ get:
+ description: This endpoint looks up all Axioma Equity strategy documents and
+ sub-directories in a given directory.
+ operationId: getAxiomaEquityStrategyDocuments
+ parameters:
+ - description: The directory to get the strategy documents and sub-directories
+ in
+ explode: false
+ in: path
+ name: path
+ required: true
+ schema:
+ default: ""
+ description: The directory to get the strategy documents and sub-directories
+ in
+ type: string
+ style: simple
+ responses:
+ "200":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/DocumentDirectoriesRoot'
+ description: Expected response, returns a list of Axioma Equity strategy
+ documents and directories
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "400":
+ content:
+ application/json:
schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- "403":
- description: User is forbidden with current credentials
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Invalid query parameter or value provided
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -31720,28 +32497,12 @@ paths:
schema:
type: string
style: simple
- "500":
- description: Server error. Log the X-DataDirect-Request-Key header to assist
- in troubleshooting
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
+ "404":
+ content:
+ application/json:
schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- "503":
- description: Request timed out. Retry the request in sometime.
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Path not found
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -31759,82 +32520,27 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get SPAR calculation status by id
- tags:
- - SPARCalculations
- x-are-multiple-success-responses-different: false
- x-success-response-types:
- - status-code: "200"
- response-type: CalculationStatusRoot
- - status-code: "202"
- response-type: CalculationStatusRoot
- x-accepts: application/json
- /analytics/engines/spar/v3/calculations/{id}/units/{unitId}/result:
- get:
- description: "This is the endpoint to get the result of a previously requested\
- \ calculation.\r\nIf the calculation has finished computing, the body of the\
- \ response will contain the requested document in JSON."
- operationId: getCalculationUnitResultById
- parameters:
- - description: from url, provided from the location header in the Get SPAR calculation
- status by id endpoint
- explode: false
- in: path
- name: id
- required: true
- schema:
- description: from url, provided from the location header in the Get SPAR
- calculation status by id endpoint
- type: string
- style: simple
- - description: from url, provided from the location header in the Get SPAR calculation
- status by id endpoint
- explode: false
- in: path
- name: unitId
- required: true
- schema:
- description: from url, provided from the location header in the Get SPAR
- calculation status by id endpoint
- type: string
- style: simple
- responses:
- "200":
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/ObjectRoot'
- application/x-protobuf:
- schema:
- $ref: '#/components/schemas/ObjectRoot'
- description: Expected response once calculation is completed, returns JSON
- in the format specified in the Calculation parameters.
- headers:
- Content-Encoding:
- description: Standard HTTP header. Header value based on Accept-Encoding
- Request header.
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
explode: false
schema:
- description: Standard HTTP header. Header value based on Accept-Encoding
- Request header.
type: string
style: simple
- Content-Type:
- description: Standard HTTP header.
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
explode: false
schema:
- description: Standard HTTP header.
type: string
style: simple
- Transfer-Encoding:
- description: Standard HTTP header. Header value will be set to Chunked
- if Accept-Encoding header is specified.
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
explode: false
schema:
- description: Standard HTTP header. Header value will be set to Chunked
- if Accept-Encoding header is specified.
type: string
style: simple
+ "401":
+ description: Missing or invalid authentication
+ headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
explode: false
@@ -31851,33 +32557,8 @@ paths:
available after successful authentication.
type: string
style: simple
- X-FactSet-Api-RateLimit-Limit:
- description: Number of allowed requests for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Remaining:
- description: Number of requests left for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Reset:
- description: Number of seconds remaining till rate limit resets.
- explode: false
- schema:
- type: string
- style: simple
- "400":
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- application/x-protobuf:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: Invalid identifier provided.
+ "403":
+ description: User is forbidden with current credentials
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -31913,16 +32594,8 @@ paths:
schema:
type: string
style: simple
- "404":
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- application/x-protobuf:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: Calculation was already returned, provided id was not a requested
- calculation, or the calculation was cancelled
+ "406":
+ description: Unsupported Accept header. Header needs to be set to application/json
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -31958,27 +32631,9 @@ paths:
schema:
type: string
style: simple
- "401":
- description: Missing or invalid authentication.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
- schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- "403":
- description: User is forbidden with current credentials
+ "429":
+ description: Rate limit reached. Wait till the time specified in Retry-After
+ header value to make further requests.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -31996,20 +32651,9 @@ paths:
available after successful authentication.
type: string
style: simple
- X-FactSet-Api-RateLimit-Limit:
- description: Number of allowed requests for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Remaining:
- description: Number of requests left for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Reset:
- description: Number of seconds remaining till rate limit resets.
+ Retry-After:
+ description: Time to wait in seconds before making a new request as
+ the rate limit has reached.
explode: false
schema:
type: string
@@ -32035,7 +32679,7 @@ paths:
type: string
style: simple
"503":
- description: Request timed out. Retry the request in sometime.
+ description: Request timed out. Retry the request in some time
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -32053,19 +32697,19 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get SPAR calculation result by id
+ summary: Get Axioma Equity strategy documents and sub-directories in a directory
tags:
- - SPARCalculations
+ - StrategyDocuments
x-are-multiple-success-responses-different: false
x-success-response-types:
- status-code: "200"
- response-type: ObjectRoot
+ response-type: DocumentDirectoriesRoot
x-accepts: application/json
- /analytics/engines/axp/v3/strategies/{path}:
+ /analytics/engines/afi/v3/strategies/{path}:
get:
- description: This endpoint looks up all Axioma Equity strategy documents and
- sub-directories in a given directory.
- operationId: getAxiomaEquityStrategyDocuments
+ description: This endpoint looks up all Axioma FI strategy documents and sub-directories
+ in a given directory.
+ operationId: getAxiomaFIStrategyDocuments
parameters:
- description: The directory to get the strategy documents and sub-directories
in
@@ -32085,8 +32729,8 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/DocumentDirectoriesRoot'
- description: Expected response, returns a list of Axioma Equity strategy
- documents and directories
+ description: Expected response, returns a list of Axioma FI strategy documents
+ and directories
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -32363,7 +33007,7 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get Axioma Equity strategy documents and sub-directories in a directory
+ summary: Get Axioma FI strategy documents and sub-directories in a directory
tags:
- StrategyDocuments
x-are-multiple-success-responses-different: false
@@ -32371,11 +33015,11 @@ paths:
- status-code: "200"
response-type: DocumentDirectoriesRoot
x-accepts: application/json
- /analytics/engines/afi/v3/strategies/{path}:
+ /analytics/engines/bpm/v3/strategies/{path}:
get:
- description: This endpoint looks up all Axioma FI strategy documents and sub-directories
+ description: This endpoint looks up all Barra strategy documents and sub-directories
in a given directory.
- operationId: getAxiomaFIStrategyDocuments
+ operationId: getBarraStrategyDocuments
parameters:
- description: The directory to get the strategy documents and sub-directories
in
@@ -32395,7 +33039,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/DocumentDirectoriesRoot'
- description: Expected response, returns a list of Axioma FI strategy documents
+ description: Expected response, returns a list of Barra strategy documents
and directories
headers:
X-DataDirect-Request-Key:
@@ -32673,7 +33317,7 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get Axioma FI strategy documents and sub-directories in a directory
+ summary: Get Barra strategy documents and sub-directories in a directory
tags:
- StrategyDocuments
x-are-multiple-success-responses-different: false
@@ -32681,11 +33325,11 @@ paths:
- status-code: "200"
response-type: DocumentDirectoriesRoot
x-accepts: application/json
- /analytics/engines/bpm/v3/strategies/{path}:
+ /analytics/engines/npo/v3/strategies/{path}:
get:
- description: This endpoint looks up all Barra strategy documents and sub-directories
+ description: This endpoint looks up all Northfield strategy documents and sub-directories
in a given directory.
- operationId: getBarraStrategyDocuments
+ operationId: getNorthfieldStrategyDocuments
parameters:
- description: The directory to get the strategy documents and sub-directories
in
@@ -32705,7 +33349,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/DocumentDirectoriesRoot'
- description: Expected response, returns a list of Barra strategy documents
+ description: Expected response, returns a list of Northfield strategy documents
and directories
headers:
X-DataDirect-Request-Key:
@@ -32983,7 +33627,7 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get Barra strategy documents and sub-directories in a directory
+ summary: Get Northfield strategy documents and sub-directories in a directory
tags:
- StrategyDocuments
x-are-multiple-success-responses-different: false
@@ -32991,11 +33635,11 @@ paths:
- status-code: "200"
response-type: DocumentDirectoriesRoot
x-accepts: application/json
- /analytics/engines/npo/v3/strategies/{path}:
+ /analytics/engines/fpo/v3/strategies/{path}:
get:
- description: This endpoint looks up all Northfield strategy documents and sub-directories
- in a given directory.
- operationId: getNorthfieldStrategyDocuments
+ description: This endpoint looks up all FactSet Portfolio Optimizer strategy
+ documents and sub-directories in a given directory.
+ operationId: getFPOStrategyDocuments
parameters:
- description: The directory to get the strategy documents and sub-directories
in
@@ -33015,8 +33659,8 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/DocumentDirectoriesRoot'
- description: Expected response, returns a list of Northfield strategy documents
- and directories
+ description: Expected response, returns a list of FactSet Portfolio Optimizer
+ strategy documents and directories
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -33293,7 +33937,8 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get Northfield strategy documents and sub-directories in a directory
+ summary: Get FactSet Portfolio Optimizer strategy documents and sub-directories
+ in a directory
tags:
- StrategyDocuments
x-are-multiple-success-responses-different: false
@@ -33301,32 +33946,27 @@ paths:
- status-code: "200"
response-type: DocumentDirectoriesRoot
x-accepts: application/json
- /analytics/engines/fpo/v3/strategies/{path}:
+ /analytics/engines/pa/v3/templated-components:
get:
- description: This endpoint looks up all FactSet Portfolio Optimizer strategy
- documents and sub-directories in a given directory.
- operationId: getFPOStrategyDocuments
+ description: This endpoint returns the list of templated PA components in path.
+ operationId: getTemplatedPAComponentsInPath
parameters:
- - description: The directory to get the strategy documents and sub-directories
- in
- explode: false
- in: path
- name: path
+ - description: Get templated PA components in path
+ explode: true
+ in: query
+ name: directory
required: true
schema:
- default: ""
- description: The directory to get the strategy documents and sub-directories
- in
+ description: Get templated PA components in path
type: string
- style: simple
+ style: form
responses:
"200":
content:
application/json:
schema:
- $ref: '#/components/schemas/DocumentDirectoriesRoot'
- description: Expected response, returns a list of FactSet Portfolio Optimizer
- strategy documents and directories
+ $ref: '#/components/schemas/TemplatedPAComponentSummaryRoot'
+ description: Expected response, returns a list templated PA components.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -33367,48 +34007,8 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- description: Invalid query parameter or value provided
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
- schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Limit:
- description: Number of allowed requests for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Remaining:
- description: Number of requests left for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Reset:
- description: Number of seconds remaining till rate limit resets.
- explode: false
- schema:
- type: string
- style: simple
- "404":
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: Path not found
+ description: Invalid data provided. Please check the request parameters
+ before attempting again.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -33445,7 +34045,7 @@ paths:
type: string
style: simple
"401":
- description: Missing or invalid authentication
+ description: Missing or invalid authentication.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -33501,7 +34101,7 @@ paths:
type: string
style: simple
"406":
- description: Unsupported Accept header. Header needs to be set to application/json
+ description: Unsupported Accept header. Header needs to be set to application/json.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -33566,7 +34166,7 @@ paths:
style: simple
"500":
description: Server error. Log the X-DataDirect-Request-Key header to assist
- in troubleshooting
+ in troubleshooting.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -33585,7 +34185,7 @@ paths:
type: string
style: simple
"503":
- description: Request timed out. Retry the request in some time
+ description: Request timed out. Retry the request in sometime.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -33603,36 +34203,56 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get FactSet Portfolio Optimizer strategy documents and sub-directories
- in a directory
+ summary: Get templated PA components in path
tags:
- - StrategyDocuments
+ - TemplatedPAComponents
x-are-multiple-success-responses-different: false
x-success-response-types:
- status-code: "200"
- response-type: DocumentDirectoriesRoot
+ response-type: TemplatedPAComponentSummaryRoot
x-accepts: application/json
- /analytics/engines/pa/v3/templated-components:
- get:
- description: This endpoint returns the list of templated PA components in path.
- operationId: getTemplatedPAComponentsInPath
- parameters:
- - description: Get templated PA components in path
- explode: true
- in: query
- name: directory
+ post:
+ description: "This endpoint creates new component based off of linked PA template\
+ \ or unlinked PA template.\r\n\r\nRemarks:\r\n\r\n* Any settings in the\
+ \ POST body will act as a one-time override over the settings saved in the\
+ \ PA template.\r\n\r\n* Account identifiers must have .ACCT or .ACTM extension\
+ \ or BENCH: prefix. Holdings mode can be optionally set for every account.\
+ \ \r\n Possible values for holdings mode are B&H (Buy and Hold), TBR (Transaction\
+ \ based returns), OMS (Order Management System), \r\n VLT (Vaulted returns)\
+ \ or EXT (External Returns Data). Default holdings mode value is B&H.\r\n\r\
+ \n* Multi-horizon frequencies are not supported through this endpoint.\r\
+ \n\r\n* Componentdetail supports securities, groups, groupsall, and totals\
+ \ levels of granularity. However, if no value is passed, the default value\
+ \ is 'securities'.\r\n Additionally, while 'groupsall' returns all the\
+ \ group levels in the PA component,\r\n setting componentdetail to 'groups'\
+ \ only returns the expanded or collapsed group levels within the PA component.\r\
+ \n\r\n* If we are overriding the grouping with a frequency, we will be overriding\
+ \ the grouping saved to the original component and also overriding \r\n \
+ \ the default frequency of the Beginning of Period to whatever we pass in\
+ \ the request body.\r\n \r\n* If we are overriding gouping frequency\
+ \ without overriding the group id it will not be applied to the default groupings\
+ \ saved to the original component."
+ operationId: createTemplatedPAComponents
+ requestBody:
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/TemplatedPAComponentParametersRoot'
+ description: Request Parameters
required: true
- schema:
- description: Get templated PA components in path
- type: string
- style: form
responses:
- "200":
+ "201":
content:
+ text/plain:
+ schema:
+ $ref: '#/components/schemas/TemplatedPAComponentPostSummaryRoot'
application/json:
schema:
- $ref: '#/components/schemas/TemplatedPAComponentSummaryRoot'
- description: Expected response, returns a list templated PA components.
+ $ref: '#/components/schemas/TemplatedPAComponentPostSummaryRoot'
+ text/json:
+ schema:
+ $ref: '#/components/schemas/TemplatedPAComponentPostSummaryRoot'
+ description: Expected response, templated PA component created successfully.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -33670,9 +34290,15 @@ paths:
style: simple
"400":
content:
+ text/plain:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
+ text/json:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
description: Invalid data provided. Please check the request parameters
before attempting again.
headers:
@@ -33766,6 +34392,43 @@ paths:
schema:
type: string
style: simple
+ "404":
+ description: Template not found.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
"406":
description: Unsupported Accept header. Header needs to be set to application/json.
headers:
@@ -33869,48 +34532,32 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get templated PA components in path
+ summary: Create templated PA component
tags:
- TemplatedPAComponents
x-are-multiple-success-responses-different: false
x-success-response-types:
- - status-code: "200"
- response-type: TemplatedPAComponentSummaryRoot
+ - status-code: "201"
+ response-type: TemplatedPAComponentPostSummaryRoot
+ x-contentType: application/json
x-accepts: application/json
- post:
- description: "This endpoint creates new component based off of linked PA template\
- \ or unlinked PA template.\r\n\r\nRemarks:\r\n\r\n* Any settings in the\
- \ POST body will act as a one-time override over the settings saved in the\
- \ PA template.\r\n\r\n* Multi-horizon frequencies are not supported through\
- \ this endpoint.\r\n\r\n* Componentdetail supports securities, groups, and\
- \ totals as well but if we don't pass anything that defaults to securities.\r\
- \n\r\n* If we are overriding the grouping with a frequency, we will be overriding\
- \ the grouping saved to the original component and also overriding \r\n \
- \ the default frequency of the Beginning of Period to whatever we pass in\
- \ the request body.\r\n \r\n* If we are overriding gouping frequency\
- \ without overriding the group id it will not be applied to the default groupings\
- \ saved to the original component."
- operationId: createTemplatedPAComponents
- requestBody:
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/TemplatedPAComponentParametersRoot'
- description: Request Parameters
+ /analytics/engines/pa/v3/templated-components/{id}:
+ delete:
+ description: This endpoint deletes an existing templated PA component
+ operationId: deleteTemplatedPAComponents
+ parameters:
+ - description: Unique identifier for a templated PA component
+ explode: false
+ in: path
+ name: id
required: true
+ schema:
+ description: Unique identifier for a templated PA component
+ type: string
+ style: simple
responses:
- "201":
- content:
- text/plain:
- schema:
- $ref: '#/components/schemas/TemplatedPAComponentPostSummaryRoot'
- application/json:
- schema:
- $ref: '#/components/schemas/TemplatedPAComponentPostSummaryRoot'
- text/json:
- schema:
- $ref: '#/components/schemas/TemplatedPAComponentPostSummaryRoot'
- description: Expected response, templated PA component created successfully.
+ "204":
+ description: Expected response, deleted the templated PA component successfully.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -33994,27 +34641,18 @@ paths:
schema:
type: string
style: simple
- "401":
- description: Missing or invalid authentication.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
+ "404":
+ content:
+ text/plain:
schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
+ $ref: '#/components/schemas/ClientErrorResponse'
+ application/json:
schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- "403":
- description: User is forbidden with current credentials
+ $ref: '#/components/schemas/ClientErrorResponse'
+ text/json:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Component not found.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -34050,8 +34688,27 @@ paths:
schema:
type: string
style: simple
- "404":
- description: Template not found.
+ "401":
+ description: Missing or invalid authentication.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ "403":
+ description: User is forbidden with current credentials
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -34190,19 +34847,16 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Create templated PA component
+ summary: Delete templated PA component
tags:
- TemplatedPAComponents
x-are-multiple-success-responses-different: false
x-success-response-types:
- - status-code: "201"
- response-type: TemplatedPAComponentPostSummaryRoot
- x-contentType: application/json
+ - status-code: "204"
x-accepts: application/json
- /analytics/engines/pa/v3/templated-components/{id}:
- delete:
- description: This endpoint deletes an existing templated PA component
- operationId: deleteTemplatedPAComponents
+ get:
+ description: This endpoint fetches the templated PA component settings.
+ operationId: getTemplatedPAComponentById
parameters:
- description: Unique identifier for a templated PA component
explode: false
@@ -34214,8 +34868,12 @@ paths:
type: string
style: simple
responses:
- "204":
- description: Expected response, deleted the templated PA component successfully.
+ "200":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/TemplatedPAComponentRoot'
+ description: Expected response, templated PA component details.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -34253,15 +34911,9 @@ paths:
style: simple
"400":
content:
- text/plain:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- text/json:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
description: Invalid data provided. Please check the request parameters
before attempting again.
headers:
@@ -34301,16 +34953,10 @@ paths:
style: simple
"404":
content:
- text/plain:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- text/json:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: Component not found.
+ description: Templated PA component not found.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -34505,16 +35151,36 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Delete templated PA component
+ summary: Get templated PA component by id
tags:
- TemplatedPAComponents
x-are-multiple-success-responses-different: false
x-success-response-types:
- - status-code: "204"
+ - status-code: "200"
+ response-type: TemplatedPAComponentRoot
x-accepts: application/json
- get:
- description: This endpoint fetches the templated PA component settings.
- operationId: getTemplatedPAComponentById
+ put:
+ description: "This endpoint allows the user to change the request body from\
+ \ an existing templated PA component.\r\n\r\nRemarks:\r\n\r\n* Any settings\
+ \ in the POST body will act as a one-time override over the settings saved\
+ \ in the PA template.\r\n\r\n* Account identifiers must have .ACCT or .ACTM\
+ \ extension or BENCH: prefix. Holdings mode can be optionally set for every\
+ \ account. \r\n Possible values for holdings mode are B&H (Buy and Hold),\
+ \ TBR (Transaction based returns), OMS (Order Management System), \r\n \
+ \ VLT (Vaulted returns) or EXT (External Returns Data). Default holdings mode\
+ \ value is B&H. \r\n\r\n* Multi-horizon frequencies are not supported through\
+ \ this endpoint.\r\n\r\n* Componentdetail supports securities, groups, groupsall,\
+ \ and totals levels of granularity. However, if no value is passed, the default\
+ \ value is 'securities'.\r\n Additionally, while 'groupsall' returns all\
+ \ the group levels in the PA component,\r\n setting componentdetail to\
+ \ 'groups' only returns the expanded or collapsed group levels within the\
+ \ PA component.\r\n\r\n* If we are overriding the grouping with a frequency,\
+ \ we will be overriding the grouping saved to the original component and also\
+ \ overriding \r\n the default frequency of the Beginning of Period to whatever\
+ \ we pass in the request body.\r\n \r\n* If we are overriding gouping\
+ \ frequency without overriding the group id it will not be applied to the\
+ \ default groupings saved to the original component."
+ operationId: updateTemplatedPAComponents
parameters:
- description: Unique identifier for a templated PA component
explode: false
@@ -34525,13 +35191,20 @@ paths:
description: Unique identifier for a templated PA component
type: string
style: simple
+ requestBody:
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/TemplatedPAComponentUpdateParametersRoot'
+ description: Request Parameters
+ required: true
responses:
"200":
content:
application/json:
schema:
- $ref: '#/components/schemas/TemplatedPAComponentRoot'
- description: Expected response, templated PA component details.
+ $ref: '#/components/schemas/TemplatedPAComponentPostSummaryRoot'
+ description: Expected response, updated successfully.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -34614,7 +35287,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- description: Templated PA component not found.
+ description: Component or template not found.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -34809,52 +35482,45 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get templated PA component by id
+ summary: Update templated PA component
tags:
- TemplatedPAComponents
x-are-multiple-success-responses-different: false
x-success-response-types:
- status-code: "200"
- response-type: TemplatedPAComponentRoot
+ response-type: TemplatedPAComponentPostSummaryRoot
+ x-contentType: application/json
x-accepts: application/json
- put:
- description: "This endpoint allows the user to change the request body from\
- \ an existing templated PA component.\r\n\r\nRemarks:\r\n\r\n* Any settings\
- \ in the POST body will act as a one-time override over the settings saved\
- \ in the PA template.\r\n\r\n* Multi-horizon frequencies are not supported\
- \ through this endpoint.\r\n\r\n* Componentdetail supports securities, groups,\
- \ and totals as well but if we don't pass anything that defaults to securities.\r\
- \n\r\n* If we are overriding the grouping with a frequency, we will be overriding\
- \ the grouping saved to the original component and also overriding \r\n \
- \ the default frequency of the Beginning of Period to whatever we pass in\
- \ the request body.\r\n \r\n* If we are overriding gouping frequency\
- \ without overriding the group id it will not be applied to the default groupings\
- \ saved to the original component."
- operationId: updateTemplatedPAComponents
+ /analytics/engines/pa/v3/unlinked-templates:
+ get:
+ description: This endpoint returns the list of unlinked PA templates.
+ operationId: getUnlinkedPATemplates
parameters:
- - description: Unique identifier for a templated PA component
- explode: false
- in: path
- name: id
- required: true
+ - description: Get unlinked PA templates in path.
+ explode: true
+ in: query
+ name: directory
+ required: false
schema:
- description: Unique identifier for a templated PA component
+ description: Get unlinked PA templates in path.
type: string
- style: simple
- requestBody:
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/TemplatedPAComponentUpdateParametersRoot'
- description: Request Parameters
- required: true
+ style: form
+ - description: Get unlinked PA templates by category.
+ explode: true
+ in: query
+ name: category
+ required: false
+ schema:
+ description: Get unlinked PA templates by category.
+ type: string
+ style: form
responses:
"200":
content:
application/json:
schema:
- $ref: '#/components/schemas/TemplatedPAComponentPostSummaryRoot'
- description: Expected response, updated successfully.
+ $ref: '#/components/schemas/UnlinkedPATemplateSummaryRoot'
+ description: Expected response, returns a list of unlinked PA templates.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -34932,47 +35598,6 @@ paths:
schema:
type: string
style: simple
- "404":
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: Component or template not found.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
- schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Limit:
- description: Number of allowed requests for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Remaining:
- description: Number of requests left for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Reset:
- description: Number of seconds remaining till rate limit resets.
- explode: false
- schema:
- type: string
- style: simple
"401":
description: Missing or invalid authentication.
headers:
@@ -35132,45 +35757,57 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Update templated PA component
+ summary: Get unlinked PA templates
tags:
- - TemplatedPAComponents
+ - UnlinkedPATemplates
x-are-multiple-success-responses-different: false
x-success-response-types:
- status-code: "200"
- response-type: TemplatedPAComponentPostSummaryRoot
- x-contentType: application/json
+ response-type: UnlinkedPATemplateSummaryRoot
x-accepts: application/json
- /analytics/engines/pa/v3/unlinked-templates:
- get:
- description: This endpoint returns the list of unlinked PA templates.
- operationId: getUnlinkedPATemplates
- parameters:
- - description: Get unlinked PA templates in path.
- explode: true
- in: query
- name: directory
- required: false
- schema:
- description: Get unlinked PA templates in path.
- type: string
- style: form
- - description: Get unlinked PA templates by category.
- explode: true
- in: query
- name: category
- required: false
- schema:
- description: Get unlinked PA templates by category.
- type: string
- style: form
+ post:
+ description: "This endpoint creates a template which is not linked to any specific\
+ \ PA3 tile. \r\n\r\nRemarks:\r\n\r\n* Mandatory fields are required to be\
+ \ passed in POST requests and Optional fields are not necessary. \r\n If\
+ \ no mandatory fields are passed, then we can use the template as a component\
+ \ and skip the component creation.\r\n \r\n* Mandatory, optional and\
+ \ locked fields can be \"accounts\", \"benchmarks\", \"groups\", \"columns\"\
+ , \"datasources\", \"dates\", \"currencyisocode\" and \"componentdetail\"\
+ .\r\n\r\n* We cannot override the Locked fields when creating the Component.\r\
+ \n\r\n* Mandatory and locked strings are mutually exclusive.\r\n\r\n* \
+ \ Any settings in the POST body will act as a one-time override over the settings\
+ \ saved in the PA template.\r\n\r\n* Account identifiers must have .ACCT\
+ \ or .ACTM extension or BENCH: prefix. Holdings mode can be optionally set\
+ \ for every account. \r\n Possible values for holdings mode are B&H (Buy\
+ \ and Hold), TBR (Transaction based returns), OMS (Order Management System),\
+ \ \r\n VLT (Vaulted returns) or EXT (External Returns Data). Default holdings\
+ \ mode value is B&H.\r\n\r\n* Multi-horizon frequencies are not supported\
+ \ through this endpoint.\r\n\r\n* Componentdetail supports securities, groups,\
+ \ groupsall, and totals levels of granularity. However, if no value is passed,\
+ \ the default value is 'securities'.\r\n Additionally, while 'groupsall'\
+ \ returns all the group levels in the PA component,\r\n setting componentdetail\
+ \ to 'groups' only returns the expanded or collapsed group levels within the\
+ \ PA component.\r\n\r\n* If we are overriding the grouping with a frequency,\
+ \ we will be overriding the grouping saved to the original component and also\
+ \ \r\n overriding the default frequency of the Beginning of Period to whatever\
+ \ we pass in the request body.\r\n \r\n* If we are overriding gouping\
+ \ frequency without overriding the group id it will not be applied to the\
+ \ default groupings saved to the original component."
+ operationId: createUnlinkedPATemplates
+ requestBody:
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/UnlinkedPATemplateParametersRoot'
+ description: Request Parameters
+ required: true
responses:
- "200":
+ "201":
content:
application/json:
schema:
- $ref: '#/components/schemas/UnlinkedPATemplateSummaryRoot'
- description: Expected response, returns a list of unlinked PA templates.
+ $ref: '#/components/schemas/UnlinkedPATemplatePostSummaryRoot'
+ description: Expected response, created a unlinked PA template.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -35407,49 +36044,32 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get unlinked PA templates
+ summary: Create unlinked PA template
tags:
- UnlinkedPATemplates
x-are-multiple-success-responses-different: false
x-success-response-types:
- - status-code: "200"
- response-type: UnlinkedPATemplateSummaryRoot
+ - status-code: "201"
+ response-type: UnlinkedPATemplatePostSummaryRoot
+ x-contentType: application/json
x-accepts: application/json
- post:
- description: "This endpoint creates a template which is not linked to any specific\
- \ PA3 tile. \r\n\r\nRemarks:\r\n\r\n* Mandatory fields are required to be\
- \ passed in POST requests and Optional fields are not necessary. \r\n If\
- \ no mandatory fields are passed, then we can use the template as a component\
- \ and skip the component creation.\r\n \r\n* Mandatory, optional and\
- \ locked fields can be \"accounts\", \"benchmarks\", \"groups\", \"columns\"\
- , \"datasources\", \"dates\", \"currencyisocode\" and \"componentdetail\"\
- .\r\n\r\n* We cannot override the Locked fields when creating the Component.\r\
- \n\r\n* Mandatory and locked strings are mutually exclusive.\r\n\r\n* \
- \ Any settings in the POST body will act as a one-time override over the settings\
- \ saved in the PA template.\r\n\r\n* Multi-horizon frequencies are not supported\
- \ through this endpoint.\r\n\r\n* Componentdetail supports securities, groups,\
- \ and totals as well but if we don't pass anything that defaults to securities.\r\
- \n\r\n* If we are overriding the grouping with a frequency, we will be overriding\
- \ the grouping saved to the original component and also \r\n overriding\
- \ the default frequency of the Beginning of Period to whatever we pass in\
- \ the request body.\r\n \r\n* If we are overriding gouping frequency\
- \ without overriding the group id it will not be applied to the default groupings\
- \ saved to the original component."
- operationId: createUnlinkedPATemplates
- requestBody:
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/UnlinkedPATemplateParametersRoot'
- description: Request Parameters
+ /analytics/engines/pa/v3/unlinked-templates/{id}:
+ delete:
+ description: This endpoint deletes an existing unliked PA template.
+ operationId: deleteUnlinkedPATemplates
+ parameters:
+ - description: Unique identifier for an unlinked PA template
+ explode: false
+ in: path
+ name: id
required: true
+ schema:
+ description: Unique identifier for an unlinked PA template
+ type: string
+ style: simple
responses:
- "201":
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/UnlinkedPATemplatePostSummaryRoot'
- description: Expected response, created a unlinked PA template.
+ "204":
+ description: Expected response, deleted the unlinked PA template successfully.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -35527,6 +36147,47 @@ paths:
schema:
type: string
style: simple
+ "404":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Template not found.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Limit:
+ description: Number of allowed requests for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Remaining:
+ description: Number of requests left for the time window.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ X-FactSet-Api-RateLimit-Reset:
+ description: Number of seconds remaining till rate limit resets.
+ explode: false
+ schema:
+ type: string
+ style: simple
"401":
description: Missing or invalid authentication.
headers:
@@ -35686,19 +36347,16 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Create unlinked PA template
+ summary: Delete unlinked PA template
tags:
- UnlinkedPATemplates
x-are-multiple-success-responses-different: false
x-success-response-types:
- - status-code: "201"
- response-type: UnlinkedPATemplatePostSummaryRoot
- x-contentType: application/json
+ - status-code: "204"
x-accepts: application/json
- /analytics/engines/pa/v3/unlinked-templates/{id}:
- delete:
- description: This endpoint deletes an existing unliked PA template.
- operationId: deleteUnlinkedPATemplates
+ get:
+ description: This endpoint fetches the template settings.
+ operationId: getUnlinkedPATemplatesById
parameters:
- description: Unique identifier for an unlinked PA template
explode: false
@@ -35710,8 +36368,12 @@ paths:
type: string
style: simple
responses:
- "204":
- description: Expected response, deleted the unlinked PA template successfully.
+ "200":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/UnlinkedPATemplateRoot'
+ description: Expected response, get details of the unlinked PA template.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -35989,16 +36651,43 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Delete unlinked PA template
+ summary: Get unlinked PA template details by id
tags:
- UnlinkedPATemplates
x-are-multiple-success-responses-different: false
x-success-response-types:
- - status-code: "204"
+ - status-code: "200"
+ response-type: UnlinkedPATemplateRoot
x-accepts: application/json
- get:
- description: This endpoint fetches the template settings.
- operationId: getUnlinkedPATemplatesById
+ put:
+ description: "This endpoint updates an existing unlinked PA template.\r\n\r\n\
+ Remarks:\r\n \r\n* Mandatory fields are required to be passed\
+ \ in POST requests and Optional fields are not necessary. \r\n If no mandatory\
+ \ fields are passed, then we can use the template as a component and skip\
+ \ the component creation.\r\n \r\n* Mandatory, optional and locked fields\
+ \ can be \"accounts\", \"benchmarks\", \"groups\", \"columns\", \"datasources\"\
+ , \"dates\", \"currencyisocode\" and \"componentdetail\".\r\n\r\n* We cannot\
+ \ override the Locked fields when creating the Component.\r\n\r\n* Mandatory\
+ \ and locked strings are mutually exclusive.\r\n\r\n* Any settings in the\
+ \ POST body will act as a one-time override over the settings saved in the\
+ \ PA template.\r\n\r\n* Account identifiers must have .ACCT or .ACTM extension\
+ \ or BENCH: prefix. Holdings mode can be optionally set for every account.\
+ \ \r\n Possible values for holdings mode are B&H (Buy and Hold), TBR (Transaction\
+ \ based returns), OMS (Order Management System), \r\n VLT (Vaulted returns)\
+ \ or EXT (External Returns Data). Default holdings mode value is B&H.\r\n\r\
+ \n* Multi-horizon frequencies are not supported through this endpoint.\r\
+ \n\r\n* Componentdetail supports securities, groups, groupsall, and totals\
+ \ levels of granularity. However, if no value is passed, the default value\
+ \ is 'securities'.\r\n Additionally, while 'groupsall' returns all the\
+ \ group levels in the PA component,\r\n setting componentdetail to 'groups'\
+ \ only returns the expanded or collapsed group levels within the PA component.\r\
+ \n\r\n* If we are overriding the grouping with a frequency, we will be overriding\
+ \ the grouping saved to the original component and also overriding \r\n \
+ \ the default frequency of the Beginning of Period to whatever we pass in\
+ \ the request body.\r\n \r\n* If we are overriding gouping frequency\
+ \ without overriding the group id it will not be applied to the default groupings\
+ \ saved to the original component."
+ operationId: updateUnlinkedPATemplates
parameters:
- description: Unique identifier for an unlinked PA template
explode: false
@@ -36009,13 +36698,20 @@ paths:
description: Unique identifier for an unlinked PA template
type: string
style: simple
+ requestBody:
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/UnlinkedPATemplateUpdateParametersRoot'
+ description: Request Parameters
+ required: true
responses:
"200":
content:
application/json:
schema:
- $ref: '#/components/schemas/UnlinkedPATemplateRoot'
- description: Expected response, get details of the unlinked PA template.
+ $ref: '#/components/schemas/UnlinkedPATemplatePostSummaryRoot'
+ description: Expected response, updated the unlinked PA template.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -36293,59 +36989,26 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get unlinked PA template details by id
+ summary: Update unlinked PA template
tags:
- UnlinkedPATemplates
x-are-multiple-success-responses-different: false
x-success-response-types:
- status-code: "200"
- response-type: UnlinkedPATemplateRoot
+ response-type: UnlinkedPATemplatePostSummaryRoot
+ x-contentType: application/json
x-accepts: application/json
- put:
- description: "This endpoint updates an existing unlinked PA template.\r\n\r\n\
- Remarks:\r\n \r\n* Mandatory fields are required to be passed\
- \ in POST requests and Optional fields are not necessary. \r\n If no mandatory\
- \ fields are passed, then we can use the template as a component and skip\
- \ the component creation.\r\n \r\n* Mandatory, optional and locked fields\
- \ can be \"accounts\", \"benchmarks\", \"groups\", \"columns\", \"datasources\"\
- , \"dates\", \"currencyisocode\" and \"componentdetail\".\r\n\r\n* We cannot\
- \ override the Locked fields when creating the Component.\r\n\r\n* Mandatory\
- \ and locked strings are mutually exclusive.\r\n\r\n* Any settings in the\
- \ POST body will act as a one-time override over the settings saved in the\
- \ PA template.\r\n\r\n* Multi-horizon frequencies are not supported through\
- \ this endpoint.\r\n\r\n* Componentdetail supports securities, groups, and\
- \ totals as well but if we don't pass anything that defaults to securities.\r\
- \n\r\n* If we are overriding the grouping with a frequency, we will be overriding\
- \ the grouping saved to the original component and also overriding \r\n \
- \ the default frequency of the Beginning of Period to whatever we pass in\
- \ the request body.\r\n \r\n* If we are overriding gouping frequency\
- \ without overriding the group id it will not be applied to the default groupings\
- \ saved to the original component."
- operationId: updateUnlinkedPATemplates
- parameters:
- - description: Unique identifier for an unlinked PA template
- explode: false
- in: path
- name: id
- required: true
- schema:
- description: Unique identifier for an unlinked PA template
- type: string
- style: simple
- requestBody:
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/UnlinkedPATemplateUpdateParametersRoot'
- description: Request Parameters
- required: true
+ /analytics/engines/pa/v3/unlinked-templates/template-types:
+ get:
+ description: This endpoint fetches default unlinked PA template types.
+ operationId: getDefaultUnlinkedPATemplateTypes
responses:
"200":
content:
application/json:
schema:
- $ref: '#/components/schemas/UnlinkedPATemplatePostSummaryRoot'
- description: Expected response, updated the unlinked PA template.
+ $ref: '#/components/schemas/UnlinkedPATemplateCategoryAndTypeRoot'
+ description: Expected response, default unlinked PA template types
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -36381,13 +37044,27 @@ paths:
schema:
type: string
style: simple
- "400":
- content:
- application/json:
+ "401":
+ description: Missing or invalid authentication.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: Invalid data provided. Please check the request parameters
- before attempting again.
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ "403":
+ description: User is forbidden with current credentials
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -36423,12 +37100,8 @@ paths:
schema:
type: string
style: simple
- "404":
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: Template not found.
+ "406":
+ description: Unsupported Accept header. Header needs to be set to application/json.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -36464,8 +37137,9 @@ paths:
schema:
type: string
style: simple
- "401":
- description: Missing or invalid authentication.
+ "429":
+ description: Rate limit reached. Wait till the time specified in Retry-After
+ header value to make further requests.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -36483,8 +37157,81 @@ paths:
available after successful authentication.
type: string
style: simple
- "403":
- description: User is forbidden with current credentials
+ Retry-After:
+ description: Time to wait in seconds before making a new request as
+ the rate limit has reached.
+ explode: false
+ schema:
+ type: string
+ style: simple
+ "500":
+ description: Server error. Log the X-DataDirect-Request-Key header to assist
+ in troubleshooting.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ "503":
+ description: Request timed out. Retry the request in sometime.
+ headers:
+ X-DataDirect-Request-Key:
+ description: FactSet's request key header.
+ explode: false
+ schema:
+ description: FactSet's request key header.
+ type: string
+ style: simple
+ X-FactSet-Api-Request-Key:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ explode: false
+ schema:
+ description: Key to uniquely identify an Analytics API request. Only
+ available after successful authentication.
+ type: string
+ style: simple
+ summary: Get default unlinked PA template types.
+ tags:
+ - UnlinkedPATemplates
+ x-are-multiple-success-responses-different: false
+ x-success-response-types:
+ - status-code: "200"
+ response-type: UnlinkedPATemplateCategoryAndTypeRoot
+ x-accepts: application/json
+ /analytics/engines/pa/v3/unlinked-templates/template-types/{id}:
+ get:
+ description: This endpoint fetches the unlinked PA template type details.
+ operationId: getDetailsType
+ parameters:
+ - description: Unique identifier for an unlinked PA template type
+ explode: false
+ in: path
+ name: id
+ required: true
+ schema:
+ description: Unique identifier for an unlinked PA template type
+ type: string
+ style: simple
+ responses:
+ "200":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/UnlinkedPATemplateCategoryAndTypeDetailsRoot'
+ description: Expected response, details of the unlinked PA template type
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -36520,8 +37267,13 @@ paths:
schema:
type: string
style: simple
- "406":
- description: Unsupported Accept header. Header needs to be set to application/json.
+ "400":
+ content:
+ application/json:
+ schema:
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Invalid data provided. Please check the request parameters
+ before attempting again.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -36557,92 +37309,12 @@ paths:
schema:
type: string
style: simple
- "429":
- description: Rate limit reached. Wait till the time specified in Retry-After
- header value to make further requests.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
- schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- Retry-After:
- description: Time to wait in seconds before making a new request as
- the rate limit has reached.
- explode: false
- schema:
- type: string
- style: simple
- "500":
- description: Server error. Log the X-DataDirect-Request-Key header to assist
- in troubleshooting.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
- schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- "503":
- description: Request timed out. Retry the request in sometime.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
- schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- summary: Update unlinked PA template
- tags:
- - UnlinkedPATemplates
- x-are-multiple-success-responses-different: false
- x-success-response-types:
- - status-code: "200"
- response-type: UnlinkedPATemplatePostSummaryRoot
- x-contentType: application/json
- x-accepts: application/json
- /analytics/engines/pa/v3/unlinked-templates/template-types:
- get:
- description: This endpoint fetches default unlinked PA template types.
- operationId: getDefaultUnlinkedPATemplateTypes
- responses:
- "200":
+ "404":
content:
application/json:
schema:
- $ref: '#/components/schemas/UnlinkedPATemplateCategoryAndTypeRoot'
- description: Expected response, default unlinked PA template types
+ $ref: '#/components/schemas/ClientErrorResponse'
+ description: Unlinked PA template type not found.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -36837,35 +37509,48 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get default unlinked PA template types.
+ summary: Get unlinked PA template type details by id.
tags:
- UnlinkedPATemplates
x-are-multiple-success-responses-different: false
x-success-response-types:
- status-code: "200"
- response-type: UnlinkedPATemplateCategoryAndTypeRoot
+ response-type: UnlinkedPATemplateCategoryAndTypeDetailsRoot
x-accepts: application/json
- /analytics/engines/pa/v3/unlinked-templates/template-types/{id}:
- get:
- description: This endpoint fetches the unlinked PA template type details.
- operationId: getDetailsType
+ /analytics/engines/vault/v3/load/{batchId}:
+ post:
+ description: This endpoint loads Vault External Attributions.
+ operationId: vaultAttributionLoader
parameters:
- - description: Unique identifier for an unlinked PA template type
- explode: false
+ - explode: false
in: path
- name: id
+ name: batchId
required: true
schema:
- description: Unique identifier for an unlinked PA template type
type: string
style: simple
+ requestBody:
+ $ref: '#/components/requestBodies/inline_object'
+ content:
+ multipart/form-data:
+ encoding:
+ file:
+ style: form
+ schema:
+ properties:
+ file:
+ format: binary
+ nullable: true
+ type: string
+ type: object
responses:
"200":
content:
application/json:
schema:
- $ref: '#/components/schemas/UnlinkedPATemplateCategoryAndTypeDetailsRoot'
- description: Expected response, details of the unlinked PA template type
+ $ref: '#/components/schemas/VaultAttributionLoaderResponseRoot'
+ description: Expected response, returns a status of operation along with
+ errors and warnings if found any.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -36906,49 +37591,7 @@ paths:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
- description: Invalid data provided. Please check the request parameters
- before attempting again.
- headers:
- X-DataDirect-Request-Key:
- description: FactSet's request key header.
- explode: false
- schema:
- description: FactSet's request key header.
- type: string
- style: simple
- X-FactSet-Api-Request-Key:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- explode: false
- schema:
- description: Key to uniquely identify an Analytics API request. Only
- available after successful authentication.
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Limit:
- description: Number of allowed requests for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Remaining:
- description: Number of requests left for the time window.
- explode: false
- schema:
- type: string
- style: simple
- X-FactSet-Api-RateLimit-Reset:
- description: Number of seconds remaining till rate limit resets.
- explode: false
- schema:
- type: string
- style: simple
- "404":
- content:
- application/json:
- schema:
- $ref: '#/components/schemas/ClientErrorResponse'
- description: Unlinked PA template type not found.
+ description: Bad Request
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
@@ -37143,13 +37786,14 @@ paths:
available after successful authentication.
type: string
style: simple
- summary: Get unlinked PA template type details by id.
+ summary: Vault - External Attribution Loader
tags:
- - UnlinkedPATemplates
+ - Vault Attribution Loader
x-are-multiple-success-responses-different: false
x-success-response-types:
- status-code: "200"
- response-type: UnlinkedPATemplateCategoryAndTypeDetailsRoot
+ response-type: VaultAttributionLoaderResponseRoot
+ x-contentType: multipart/form-data
x-accepts: application/json
/analytics/engines/vault/v3/calculations:
get:
@@ -39558,9 +40202,14 @@ paths:
response-type: ObjectRoot
x-accepts: application/json
components:
+ requestBodies:
+ inline_object:
+ content:
+ multipart/form-data:
+ schema:
+ $ref: '#/components/schemas/inline_object'
schemas:
ReturnType:
- additionalProperties: false
example:
name: name
id: id
@@ -39571,7 +40220,6 @@ components:
type: string
type: object
SPARAccounts:
- additionalProperties: false
example:
returnsType:
- name: name
@@ -39586,7 +40234,6 @@ components:
type: array
type: object
SPARAccountsRoot:
- additionalProperties: false
example:
data:
returnsType:
@@ -39604,7 +40251,6 @@ components:
- data
type: object
ErrorSource:
- additionalProperties: false
example:
pointer: pointer
parameter: parameter
@@ -39615,23 +40261,27 @@ components:
type: string
type: object
Error:
- additionalProperties: false
example:
+ code: code
id: id
detail: detail
source:
pointer: pointer
parameter: parameter
+ title: title
properties:
id:
type: string
+ code:
+ type: string
+ title:
+ type: string
detail:
type: string
source:
$ref: '#/components/schemas/ErrorSource'
type: object
ClientErrorResponse:
- additionalProperties: false
properties:
errors:
items:
@@ -39639,7 +40289,6 @@ components:
type: array
type: object
AccountDirectories:
- additionalProperties: false
example:
directories:
- directories
@@ -39660,7 +40309,6 @@ components:
type: array
type: object
AccountDirectoriesRoot:
- additionalProperties: false
example:
data:
directories:
@@ -39679,7 +40327,6 @@ components:
- data
type: object
AFIOptimizerStrategyOverrides:
- additionalProperties: false
example:
alpha: alpha
tax: tax
@@ -39710,7 +40357,6 @@ components:
type: string
type: object
AFIOptimizerStrategy:
- additionalProperties: false
example:
overrides:
alpha: alpha
@@ -39730,7 +40376,6 @@ components:
- id
type: object
OptimizerAccountOverrides:
- additionalProperties: false
example:
portfolio: portfolio
riskModelId: riskModelId
@@ -39751,7 +40396,6 @@ components:
type: string
type: object
OptimizerAccount:
- additionalProperties: false
example:
id: id
overrides:
@@ -39767,7 +40411,6 @@ components:
$ref: '#/components/schemas/OptimizerAccountOverrides'
type: object
Optimization:
- additionalProperties: false
example:
cashflow: cashflow
riskModelDate: riskModelDate
@@ -39784,7 +40427,6 @@ components:
type: string
type: object
OptimizerTradesList:
- additionalProperties: false
example:
includeCash: true
identifierType: Asset
@@ -39808,7 +40450,6 @@ components:
type: boolean
type: object
OptimizerOptimalHoldings:
- additionalProperties: false
example:
includeCash: true
excludeZero: true
@@ -39836,7 +40477,6 @@ components:
type: boolean
type: object
OptimalPortfolio:
- additionalProperties: false
example:
ifOfdbDateExists: abort
excludeZero: true
@@ -39869,10 +40509,8 @@ components:
type: string
type: object
OptimizerStats:
- additionalProperties: false
type: object
OptimizerOutputTypes:
- additionalProperties: false
example:
optimal:
includeCash: true
@@ -39896,11 +40534,9 @@ components:
account:
$ref: '#/components/schemas/OptimalPortfolio'
stats:
- additionalProperties: false
type: object
type: object
AFIOptimizationParameters:
- additionalProperties: false
example:
optimization:
cashflow: cashflow
@@ -39951,10 +40587,8 @@ components:
- strategy
type: object
OptimizerCalculationMeta:
- additionalProperties: false
type: object
AFIOptimizationParametersRoot:
- additionalProperties: false
example:
data:
optimization:
@@ -39997,18 +40631,15 @@ components:
data:
$ref: '#/components/schemas/AFIOptimizationParameters'
meta:
- additionalProperties: false
type: object
type: object
CalculationInfo:
- additionalProperties: false
properties:
calculationId:
description: Calculation identifier
type: string
type: object
CalculationInfoRoot:
- additionalProperties: false
properties:
data:
$ref: '#/components/schemas/CalculationInfo'
@@ -40018,7 +40649,6 @@ components:
- data
type: object
ObjectRoot:
- additionalProperties: false
example:
data: '{}'
meta: '{}'
@@ -40031,7 +40661,6 @@ components:
- data
type: object
AxiomaEquityOptimizerStrategyOverrides:
- additionalProperties: false
example:
alpha: alpha
tax: tax
@@ -40062,7 +40691,6 @@ components:
type: string
type: object
AxiomaEquityOptimizerStrategy:
- additionalProperties: false
example:
overrides:
alpha: alpha
@@ -40082,7 +40710,6 @@ components:
- id
type: object
AxiomaEquityOptimizationParameters:
- additionalProperties: false
example:
optimization:
cashflow: cashflow
@@ -40133,7 +40760,6 @@ components:
- strategy
type: object
AxiomaEquityOptimizationParametersRoot:
- additionalProperties: false
example:
data:
optimization:
@@ -40176,11 +40802,9 @@ components:
data:
$ref: '#/components/schemas/AxiomaEquityOptimizationParameters'
meta:
- additionalProperties: false
type: object
type: object
SPARIdentifier:
- additionalProperties: false
description: The account/benchmark parameter for SPAR calculation.
example:
prefix: prefix
@@ -40200,7 +40824,6 @@ components:
- id
type: object
SPARBenchmark:
- additionalProperties: false
example:
identifiers:
- prefix: prefix
@@ -40225,7 +40848,6 @@ components:
type: array
type: object
SPARBenchmarkRoot:
- additionalProperties: false
example:
data:
identifiers:
@@ -40247,7 +40869,6 @@ components:
- data
type: object
ConstraintAction:
- additionalProperties: false
example:
item2: Disable
item1: item1
@@ -40261,7 +40882,6 @@ components:
type: string
type: object
BPMOptimizerStrategyAlphaOverride:
- additionalProperties: false
example:
returnMultiplier: returnMultiplier
formula: formula
@@ -40281,7 +40901,6 @@ components:
type: string
type: object
BPMOptimizerStrategyOverrides:
- additionalProperties: false
example:
alpha:
returnMultiplier: returnMultiplier
@@ -40310,7 +40929,6 @@ components:
type: string
type: object
BPMOptimizerStrategy:
- additionalProperties: false
example:
overrides:
alpha:
@@ -40335,7 +40953,6 @@ components:
- id
type: object
BPMOptimization:
- additionalProperties: false
example:
market: market
investAllCash: true
@@ -40360,7 +40977,6 @@ components:
type: string
type: object
BPMOptimizationParameters:
- additionalProperties: false
example:
optimization:
market: market
@@ -40418,7 +41034,6 @@ components:
- strategy
type: object
BPMOptimizationParametersRoot:
- additionalProperties: false
example:
data:
optimization:
@@ -40468,11 +41083,9 @@ components:
data:
$ref: '#/components/schemas/BPMOptimizationParameters'
meta:
- additionalProperties: false
type: object
type: object
ColumnSummary:
- additionalProperties: false
description: Column settings (name, directory, category)
example:
name: name
@@ -40490,7 +41103,6 @@ components:
type: string
type: object
ColumnSummaryRoot:
- additionalProperties: false
example:
data:
key:
@@ -40509,7 +41121,6 @@ components:
- data
type: object
Column:
- additionalProperties: false
example:
defaultstatisticsids:
- defaultstatisticsids
@@ -40534,7 +41145,6 @@ components:
type: string
type: object
ColumnRoot:
- additionalProperties: false
example:
data:
defaultstatisticsids:
@@ -40553,7 +41163,6 @@ components:
- data
type: object
ColumnStatistic:
- additionalProperties: false
example:
name: name
properties:
@@ -40562,7 +41171,6 @@ components:
type: string
type: object
ColumnStatisticRoot:
- additionalProperties: false
example:
data:
key:
@@ -40579,7 +41187,6 @@ components:
- data
type: object
ComponentSummary:
- additionalProperties: false
example:
name: name
category: category
@@ -40592,7 +41199,6 @@ components:
type: string
type: object
ComponentSummaryRoot:
- additionalProperties: false
example:
data:
key:
@@ -40610,7 +41216,6 @@ components:
- data
type: object
PAIdentifier:
- additionalProperties: false
example:
id: id
holdingsmode: holdingsmode
@@ -40625,7 +41230,6 @@ components:
- id
type: object
PADateParameters:
- additionalProperties: false
description: The date parameters for PA calculation.
example:
enddate: enddate
@@ -40646,7 +41250,6 @@ components:
- frequency
type: object
PAComponent:
- additionalProperties: false
example:
currencyisocode: currencyisocode
path: path
@@ -40700,7 +41303,6 @@ components:
type: string
type: object
PAComponentRoot:
- additionalProperties: false
example:
data:
currencyisocode: currencyisocode
@@ -40732,8 +41334,72 @@ components:
required:
- data
type: object
+ SPARComponent:
+ example:
+ path: path
+ name: name
+ id: id
+ accounts:
+ - prefix: prefix
+ returntype: returntype
+ id: id
+ - prefix: prefix
+ returntype: returntype
+ id: id
+ benchmarks:
+ prefix: prefix
+ returntype: returntype
+ id: id
+ currencyIsoCode: currencyIsoCode
+ category: category
+ properties:
+ id:
+ description: Component identifier.
+ type: string
+ accounts:
+ description: List of accounts in SPAR document.
+ items:
+ $ref: '#/components/schemas/SPARIdentifier'
+ type: array
+ benchmarks:
+ $ref: '#/components/schemas/SPARIdentifier'
+ currencyIsoCode:
+ description: CurrencyCode in SPAR document.
+ type: string
+ path:
+ description: The path to the document
+ type: string
+ name:
+ description: Component name.
+ type: string
+ category:
+ description: Component category.
+ type: string
+ type: object
+ SPARComponentRoot:
+ example:
+ data:
+ path: path
+ name: name
+ id: id
+ accounts:
+ - prefix: prefix
+ returntype: returntype
+ id: id
+ - prefix: prefix
+ returntype: returntype
+ id: id
+ benchmarks:
+ prefix: prefix
+ returntype: returntype
+ id: id
+ currencyIsoCode: currencyIsoCode
+ category: category
+ properties:
+ data:
+ $ref: '#/components/schemas/SPARComponent'
+ type: object
VaultIdentifier:
- additionalProperties: false
description: The account/benchmark parameter for Vault calculation.
example:
id: id
@@ -40745,7 +41411,6 @@ components:
- id
type: object
VaultDateParameters:
- additionalProperties: false
description: The date parameters for Vault calculation
example:
enddate: enddate
@@ -40766,7 +41431,6 @@ components:
- frequency
type: object
VaultComponent:
- additionalProperties: false
example:
currencyisocode: currencyisocode
path: path
@@ -40809,7 +41473,6 @@ components:
type: string
type: object
VaultComponentRoot:
- additionalProperties: false
example:
data:
currencyisocode: currencyisocode
@@ -40836,7 +41499,6 @@ components:
- data
type: object
VaultConfigurationSummary:
- additionalProperties: false
example:
name: name
properties:
@@ -40845,7 +41507,6 @@ components:
type: string
type: object
VaultConfigurationSummaryRoot:
- additionalProperties: false
example:
data:
key:
@@ -40862,7 +41523,6 @@ components:
- data
type: object
ConfigurationAccount:
- additionalProperties: false
example:
maxEndDate: maxEndDate
minStartDate: minStartDate
@@ -40891,7 +41551,6 @@ components:
type: string
type: object
VaultConfiguration:
- additionalProperties: false
example:
name: name
accounts:
@@ -40912,7 +41571,6 @@ components:
type: object
type: object
VaultConfigurationRoot:
- additionalProperties: false
example:
data:
name: name
@@ -40934,7 +41592,6 @@ components:
- data
type: object
Currency:
- additionalProperties: false
example:
name: name
properties:
@@ -40943,7 +41600,6 @@ components:
type: string
type: object
CurrencyRoot:
- additionalProperties: false
example:
data:
key:
@@ -40960,7 +41616,6 @@ components:
- data
type: object
DateParametersSummary:
- additionalProperties: false
example:
enddate: enddate
startdate: startdate
@@ -40973,7 +41628,6 @@ components:
type: string
type: object
DateParametersSummaryRoot:
- additionalProperties: false
example:
data:
enddate: enddate
@@ -40988,7 +41642,6 @@ components:
- data
type: object
FIDiscountCurveInfo:
- additionalProperties: false
example:
name: name
currency: currency
@@ -41002,7 +41655,6 @@ components:
type: string
type: object
FIDiscountCurveInfoRoot:
- additionalProperties: false
example:
data:
key:
@@ -41021,7 +41673,6 @@ components:
- data
type: object
DocumentDirectories:
- additionalProperties: false
example:
documents:
- documents
@@ -41042,7 +41693,6 @@ components:
type: array
type: object
DocumentDirectoriesRoot:
- additionalProperties: false
example:
data:
documents:
@@ -41061,7 +41711,6 @@ components:
- data
type: object
FIABIdentifier:
- additionalProperties: false
example:
id: id
properties:
@@ -41072,7 +41721,6 @@ components:
- id
type: object
FIABDateParameters:
- additionalProperties: false
description: The date parameters for FIAB calculations.
example:
enddate: enddate
@@ -41089,7 +41737,6 @@ components:
- startdate
type: object
FIABCalculationParameters:
- additionalProperties: false
example:
fiabdocument: fiabdocument
msl: msl
@@ -41122,7 +41769,6 @@ components:
- dates
type: object
FIABCalculationStatusSummary:
- additionalProperties: false
properties:
requesttime:
description: Request time of calculation.
@@ -41134,7 +41780,6 @@ components:
type: string
type: object
EventSummary:
- additionalProperties: false
example:
submissiondatetime: 2000-01-23T04:56:07.000+00:00
message: message
@@ -41152,7 +41797,6 @@ components:
type: string
type: object
FIABCalculationStatus:
- additionalProperties: false
example:
completiondatetime: 2000-01-23T04:56:07.000+00:00
batchevents:
@@ -41199,7 +41843,6 @@ components:
type: array
type: object
FIReferencePrepay:
- additionalProperties: false
example:
prepayName: prepayName
properties:
@@ -41208,7 +41851,6 @@ components:
type: string
type: object
FIReferenceSecurity:
- additionalProperties: false
example:
calcFromMethod: calcFromMethod
prepay:
@@ -41242,7 +41884,6 @@ components:
type: string
type: object
FIBankLoans:
- additionalProperties: false
example:
ignoreSinkingFund: true
properties:
@@ -41251,7 +41892,6 @@ components:
type: boolean
type: object
FIMunicipalBonds:
- additionalProperties: false
example:
useAnticipatedSinkSchedule: true
ignoreSinkingFund: true
@@ -41264,7 +41904,6 @@ components:
type: boolean
type: object
FILoss:
- additionalProperties: false
example:
lossName: lossName
properties:
@@ -41273,7 +41912,6 @@ components:
type: string
type: object
FIPrepay:
- additionalProperties: false
example:
prepayName: prepayName
properties:
@@ -41282,7 +41920,6 @@ components:
type: string
type: object
FIServicerAdvancesForSecurities:
- additionalProperties: false
example:
principal: 5.962133916683182
interest: 5.637376656633329
@@ -41307,7 +41944,6 @@ components:
type: string
type: object
FIPrepayLockout:
- additionalProperties: false
example:
pointsAbove: ANY
ymAbove: ANY
@@ -41328,7 +41964,6 @@ components:
type: string
type: object
FICashflows:
- additionalProperties: false
example:
optionalRedemptionCallWhenUnits: Manual
optionalRedemptionCallWhen: 2
@@ -41354,7 +41989,6 @@ components:
type: integer
type: object
FIBalloonExtension:
- additionalProperties: false
example:
months: 9
percentage: 3.616076749251911
@@ -41386,7 +42020,6 @@ components:
type: number
type: object
FIStructuredProductsForSecurities:
- additionalProperties: false
example:
balloonExtension:
months: 9
@@ -41427,14 +42060,46 @@ components:
balloonExtension:
$ref: '#/components/schemas/FIBalloonExtension'
type: object
+ FIAttributionForSecurities:
+ example:
+ startPrice: 4.145608029883936
+ pricingMethod: Inputted Price
+ startSpread: 1.2315135367772556
+ endPrice: 7.386281948385884
+ endSpread: 1.0246457001441578
+ properties:
+ startPrice:
+ description: Start Price
+ format: double
+ type: number
+ endPrice:
+ description: End Price
+ format: double
+ type: number
+ startSpread:
+ description: Start Spread
+ format: double
+ type: number
+ endSpread:
+ description: End Spread
+ format: double
+ type: number
+ pricingMethod:
+ description: Pricing Method
+ enum:
+ - Inputted Price
+ - Pricing Matrix
+ - Actual Spread
+ - OAS
+ type: string
+ type: object
FISecurity:
- additionalProperties: false
example:
callMethod: No Call
symbol: symbol
matrixMultiplier: 1.4658129805029452
discountCurve: discountCurve
- calcFromValue: 4.145608029883936
+ calcFromValue: 1.4894159098541704
bankLoans:
ignoreSinkingFund: true
faceType: Current
@@ -41473,10 +42138,16 @@ components:
optionalRedemptionCallWhenUnits: Manual
optionalRedemptionCallWhen: 2
recoveryLag: 7
- face: 7.386281948385884
+ face: 6.84685269835264
municipalBonds:
useAnticipatedSinkSchedule: true
ignoreSinkingFund: true
+ attribution:
+ startPrice: 4.145608029883936
+ pricingMethod: Inputted Price
+ startSpread: 1.2315135367772556
+ endPrice: 7.386281948385884
+ endSpread: 1.0246457001441578
matrixSpreadAdjustment: 6.027456183070403
properties:
settlement:
@@ -41510,6 +42181,8 @@ components:
type: number
structuredProducts:
$ref: '#/components/schemas/FIStructuredProductsForSecurities'
+ attribution:
+ $ref: '#/components/schemas/FIAttributionForSecurities'
calcFromMethod:
description: "Calculation Method.\r\nMethods : Active Spread, Actual Spread,\
\ Actual Spread To Worst Call, OAS, Price, Yield, Yield To No Call, Act/Act\
@@ -41544,7 +42217,6 @@ components:
- symbol
type: object
FIMunicipalBondsForJobSettings:
- additionalProperties: false
example:
useAnticipatedSinkSchedule: true
ignoreSinkingFund: true
@@ -41561,7 +42233,6 @@ components:
type: boolean
type: object
FIMarketEnvironment:
- additionalProperties: false
example:
ratePath: FLAT & FORWARD
properties:
@@ -41575,7 +42246,6 @@ components:
type: string
type: object
FIServicerAdvances:
- additionalProperties: false
example:
advanceType: Advances All
properties:
@@ -41590,7 +42260,6 @@ components:
type: string
type: object
FIStructuredProductsForJobSettings:
- additionalProperties: false
example:
balloonExtension:
months: 9
@@ -41629,8 +42298,19 @@ components:
balloonExtension:
$ref: '#/components/schemas/FIBalloonExtension'
type: object
+ FIAttributionForJobSettings:
+ example:
+ endDate: endDate
+ startDate: startDate
+ properties:
+ startDate:
+ description: Start Date
+ type: string
+ endDate:
+ description: End Date
+ type: string
+ type: object
FIJobSettings:
- additionalProperties: false
example:
callMethod: No Call
calcFromMethod: calcFromMethod
@@ -41657,14 +42337,17 @@ components:
useAnticipatedSinkSchedule: true
ignoreSinkingFund: true
allowSinkForInstallmentPayment: true
+ attribution:
+ endDate: endDate
+ startDate: startDate
marketEnvironment:
ratePath: FLAT & FORWARD
asOfDate: asOfDate
bankLoans:
ignoreSinkingFund: true
partialDurationMonths:
- - 1
- - 1
+ - 7
+ - 7
settlement: settlement
properties:
asOfDate:
@@ -41702,11 +42385,12 @@ components:
$ref: '#/components/schemas/FIMarketEnvironment'
structuredProducts:
$ref: '#/components/schemas/FIStructuredProductsForJobSettings'
+ attribution:
+ $ref: '#/components/schemas/FIAttributionForJobSettings'
required:
- asOfDate
type: object
FICalculationParameters:
- additionalProperties: false
example:
jobSettings:
callMethod: No Call
@@ -41734,14 +42418,17 @@ components:
useAnticipatedSinkSchedule: true
ignoreSinkingFund: true
allowSinkForInstallmentPayment: true
+ attribution:
+ endDate: endDate
+ startDate: startDate
marketEnvironment:
ratePath: FLAT & FORWARD
asOfDate: asOfDate
bankLoans:
ignoreSinkingFund: true
partialDurationMonths:
- - 1
- - 1
+ - 7
+ - 7
settlement: settlement
calculations:
- calculations
@@ -41751,7 +42438,7 @@ components:
symbol: symbol
matrixMultiplier: 1.4658129805029452
discountCurve: discountCurve
- calcFromValue: 4.145608029883936
+ calcFromValue: 1.4894159098541704
bankLoans:
ignoreSinkingFund: true
faceType: Current
@@ -41790,16 +42477,22 @@ components:
optionalRedemptionCallWhenUnits: Manual
optionalRedemptionCallWhen: 2
recoveryLag: 7
- face: 7.386281948385884
+ face: 6.84685269835264
municipalBonds:
useAnticipatedSinkSchedule: true
ignoreSinkingFund: true
+ attribution:
+ startPrice: 4.145608029883936
+ pricingMethod: Inputted Price
+ startSpread: 1.2315135367772556
+ endPrice: 7.386281948385884
+ endSpread: 1.0246457001441578
matrixSpreadAdjustment: 6.027456183070403
- callMethod: No Call
symbol: symbol
matrixMultiplier: 1.4658129805029452
discountCurve: discountCurve
- calcFromValue: 4.145608029883936
+ calcFromValue: 1.4894159098541704
bankLoans:
ignoreSinkingFund: true
faceType: Current
@@ -41838,10 +42531,16 @@ components:
optionalRedemptionCallWhenUnits: Manual
optionalRedemptionCallWhen: 2
recoveryLag: 7
- face: 7.386281948385884
+ face: 6.84685269835264
municipalBonds:
useAnticipatedSinkSchedule: true
ignoreSinkingFund: true
+ attribution:
+ startPrice: 4.145608029883936
+ pricingMethod: Inputted Price
+ startSpread: 1.2315135367772556
+ endPrice: 7.386281948385884
+ endSpread: 1.0246457001441578
matrixSpreadAdjustment: 6.027456183070403
properties:
securities:
@@ -41862,7 +42561,6 @@ components:
- securities
type: object
CalculationMeta:
- additionalProperties: false
example:
contentorganization: SimplifiedRow
format: JsonStach
@@ -41908,7 +42606,6 @@ components:
type: string
type: object
FICalculationParametersRoot:
- additionalProperties: false
example:
data:
jobSettings:
@@ -41937,14 +42634,17 @@ components:
useAnticipatedSinkSchedule: true
ignoreSinkingFund: true
allowSinkForInstallmentPayment: true
+ attribution:
+ endDate: endDate
+ startDate: startDate
marketEnvironment:
ratePath: FLAT & FORWARD
asOfDate: asOfDate
bankLoans:
ignoreSinkingFund: true
partialDurationMonths:
- - 1
- - 1
+ - 7
+ - 7
settlement: settlement
calculations:
- calculations
@@ -41954,7 +42654,7 @@ components:
symbol: symbol
matrixMultiplier: 1.4658129805029452
discountCurve: discountCurve
- calcFromValue: 4.145608029883936
+ calcFromValue: 1.4894159098541704
bankLoans:
ignoreSinkingFund: true
faceType: Current
@@ -41993,16 +42693,22 @@ components:
optionalRedemptionCallWhenUnits: Manual
optionalRedemptionCallWhen: 2
recoveryLag: 7
- face: 7.386281948385884
+ face: 6.84685269835264
municipalBonds:
useAnticipatedSinkSchedule: true
ignoreSinkingFund: true
+ attribution:
+ startPrice: 4.145608029883936
+ pricingMethod: Inputted Price
+ startSpread: 1.2315135367772556
+ endPrice: 7.386281948385884
+ endSpread: 1.0246457001441578
matrixSpreadAdjustment: 6.027456183070403
- callMethod: No Call
symbol: symbol
matrixMultiplier: 1.4658129805029452
discountCurve: discountCurve
- calcFromValue: 4.145608029883936
+ calcFromValue: 1.4894159098541704
bankLoans:
ignoreSinkingFund: true
faceType: Current
@@ -42041,10 +42747,16 @@ components:
optionalRedemptionCallWhenUnits: Manual
optionalRedemptionCallWhen: 2
recoveryLag: 7
- face: 7.386281948385884
+ face: 6.84685269835264
municipalBonds:
useAnticipatedSinkSchedule: true
ignoreSinkingFund: true
+ attribution:
+ startPrice: 4.145608029883936
+ pricingMethod: Inputted Price
+ startSpread: 1.2315135367772556
+ endPrice: 7.386281948385884
+ endSpread: 1.0246457001441578
matrixSpreadAdjustment: 6.027456183070403
meta:
contentorganization: SimplifiedRow
@@ -42058,7 +42770,6 @@ components:
$ref: '#/components/schemas/CalculationMeta'
type: object
PaDoc:
- additionalProperties: false
example:
id: id
properties:
@@ -42069,7 +42780,6 @@ components:
- id
type: object
FPOAccount:
- additionalProperties: false
example:
paDocument:
id: id
@@ -42091,7 +42801,6 @@ components:
- paDocument
type: object
FPOObjective:
- additionalProperties: false
example:
terms:
key: Disable
@@ -42108,7 +42817,6 @@ components:
type: object
type: object
FPOOptimizerStrategyOverrides:
- additionalProperties: false
example:
alpha: alpha
transactionCost: transactionCost
@@ -42137,7 +42845,6 @@ components:
type: string
type: object
FPOOptimizerStrategy:
- additionalProperties: false
example:
overrides:
alpha: alpha
@@ -42159,7 +42866,6 @@ components:
- id
type: object
FPOOptimizationParameters:
- additionalProperties: false
example:
optimization:
cashflow: cashflow
@@ -42214,7 +42920,6 @@ components:
- strategy
type: object
FPOOptimizationParametersRoot:
- additionalProperties: false
example:
data:
optimization:
@@ -42261,11 +42966,9 @@ components:
data:
$ref: '#/components/schemas/FPOOptimizationParameters'
meta:
- additionalProperties: false
type: object
type: object
Frequency:
- additionalProperties: false
example:
name: name
properties:
@@ -42274,7 +42977,6 @@ components:
type: string
type: object
FrequencyRoot:
- additionalProperties: false
example:
data:
key:
@@ -42291,7 +42993,6 @@ components:
- data
type: object
Group:
- additionalProperties: false
example:
name: name
category: category
@@ -42308,7 +43009,6 @@ components:
type: string
type: object
GroupRoot:
- additionalProperties: false
example:
data:
key:
@@ -42327,7 +43027,6 @@ components:
- data
type: object
TemplateContentTypes:
- additionalProperties: false
example:
optional:
- optional
@@ -42356,7 +43055,6 @@ components:
type: array
type: object
LinkedPATemplateParameters:
- additionalProperties: false
example:
parentComponentId: parentComponentId
description: description
@@ -42388,7 +43086,6 @@ components:
- parentComponentId
type: object
LinkedPATemplateParametersRoot:
- additionalProperties: false
example:
data:
parentComponentId: parentComponentId
@@ -42414,7 +43111,6 @@ components:
- data
type: object
LinkedPATemplatePostSummary:
- additionalProperties: false
example:
parentComponentId: parentComponentId
name: name
@@ -42435,7 +43131,6 @@ components:
type: string
type: object
LinkedPATemplatePostSummaryRoot:
- additionalProperties: false
example:
data:
parentComponentId: parentComponentId
@@ -42452,7 +43147,6 @@ components:
- data
type: object
LinkedPATemplateSummary:
- additionalProperties: false
example:
parentComponentId: parentComponentId
name: name
@@ -42469,7 +43163,6 @@ components:
type: string
type: object
LinkedPATemplateSummaryRoot:
- additionalProperties: false
example:
data:
key:
@@ -42488,7 +43181,6 @@ components:
- data
type: object
LinkedPATemplateUpdateParameters:
- additionalProperties: false
example:
parentComponentId: parentComponentId
description: description
@@ -42513,7 +43205,6 @@ components:
$ref: '#/components/schemas/TemplateContentTypes'
type: object
LinkedPATemplateUpdateParametersRoot:
- additionalProperties: false
example:
data:
parentComponentId: parentComponentId
@@ -42538,7 +43229,6 @@ components:
- data
type: object
LinkedPATemplate:
- additionalProperties: false
example:
parentComponentId: parentComponentId
name: name
@@ -42579,7 +43269,6 @@ components:
type: string
type: object
LinkedPATemplateRoot:
- additionalProperties: false
example:
data:
parentComponentId: parentComponentId
@@ -42608,7 +43297,6 @@ components:
- data
type: object
NPOOptimizerStrategyOverrides:
- additionalProperties: false
example:
alpha: alpha
tax: tax
@@ -42642,7 +43330,6 @@ components:
type: string
type: object
NPOOptimizerStrategy:
- additionalProperties: false
example:
overrides:
alpha: alpha
@@ -42666,7 +43353,6 @@ components:
- id
type: object
NPOOptimizationParameters:
- additionalProperties: false
example:
optimization:
cashflow: cashflow
@@ -42721,7 +43407,6 @@ components:
- strategy
type: object
NPOOptimizationParametersRoot:
- additionalProperties: false
example:
data:
optimization:
@@ -42768,11 +43453,9 @@ components:
data:
$ref: '#/components/schemas/NPOOptimizationParameters'
meta:
- additionalProperties: false
type: object
type: object
PACalculationGroup:
- additionalProperties: false
example:
id: id
frequency: frequency
@@ -42785,7 +43468,6 @@ components:
type: string
type: object
PACalculationColumn:
- additionalProperties: false
example:
id: id
statistics:
@@ -42802,7 +43484,6 @@ components:
type: array
type: object
PACalculationPricingSource:
- additionalProperties: false
example:
id: id
properties:
@@ -42811,7 +43492,6 @@ components:
type: string
type: object
PACalculationDataSources:
- additionalProperties: false
example:
benchmarkpricingsources:
- id: id
@@ -42836,7 +43516,6 @@ components:
type: boolean
type: object
PACalculationParameters:
- additionalProperties: false
example:
currencyisocode: currencyisocode
componentdetail: componentdetail
@@ -42918,7 +43597,6 @@ components:
- componentid
type: object
PACalculationParametersRoot:
- additionalProperties: false
example:
data:
key:
@@ -42976,21 +43654,27 @@ components:
$ref: '#/components/schemas/CalculationMeta'
type: object
CalculationUnitStatus:
- additionalProperties: false
example:
result: result
+ warnings:
+ - warnings
+ - warnings
progress: progress
errors:
- - id: id
+ - code: code
+ id: id
detail: detail
source:
pointer: pointer
parameter: parameter
- - id: id
+ title: title
+ - code: code
+ id: id
detail: detail
source:
pointer: pointer
parameter: parameter
+ title: title
status: Queued
points: 0
properties:
@@ -43018,26 +43702,37 @@ components:
description: The points for the calculation unit.
format: int32
type: integer
+ warnings:
+ description: The warnings in a calculation unit.
+ items:
+ type: string
+ type: array
type: object
CalculationStatus:
- additionalProperties: false
example:
calculationid: calculationid
units:
key:
result: result
+ warnings:
+ - warnings
+ - warnings
progress: progress
errors:
- - id: id
+ - code: code
+ id: id
detail: detail
source:
pointer: pointer
parameter: parameter
- - id: id
+ title: title
+ - code: code
+ id: id
detail: detail
source:
pointer: pointer
parameter: parameter
+ title: title
status: Queued
points: 0
status: Queued
@@ -43060,7 +43755,6 @@ components:
type: object
type: object
CalculationUnitStatusMeta:
- additionalProperties: false
example:
info: info
properties:
@@ -43069,7 +43763,6 @@ components:
type: string
type: object
CalculationStatusMeta:
- additionalProperties: false
example:
units:
key:
@@ -43082,25 +43775,31 @@ components:
type: object
type: object
CalculationStatusRoot:
- additionalProperties: false
example:
data:
calculationid: calculationid
units:
key:
result: result
+ warnings:
+ - warnings
+ - warnings
progress: progress
errors:
- - id: id
+ - code: code
+ id: id
detail: detail
source:
pointer: pointer
parameter: parameter
- - id: id
+ title: title
+ - code: code
+ id: id
detail: detail
source:
pointer: pointer
parameter: parameter
+ title: title
status: Queued
points: 0
status: Queued
@@ -43117,7 +43816,6 @@ components:
- data
type: object
CalculationsSummary:
- additionalProperties: false
example:
requestTime: 2000-01-23T04:56:07.000+00:00
lastPollTime: 2000-01-23T04:56:07.000+00:00
@@ -43146,7 +43844,6 @@ components:
type: string
type: object
PaginationInfo:
- additionalProperties: false
example:
pageNumber: 6
previousPage: previousPage
@@ -43173,7 +43870,6 @@ components:
type: string
type: object
PaginationMeta:
- additionalProperties: false
example:
pagination:
pageNumber: 6
@@ -43187,7 +43883,6 @@ components:
$ref: '#/components/schemas/PaginationInfo'
type: object
CalculationsSummaryRoot:
- additionalProperties: false
example:
data:
requestTime: 2000-01-23T04:56:07.000+00:00
@@ -43211,7 +43906,6 @@ components:
- data
type: object
PAPricingSource:
- additionalProperties: false
example:
name: name
category: category
@@ -43228,7 +43922,6 @@ components:
type: string
type: object
PAPricingSourceRoot:
- additionalProperties: false
example:
data:
key:
@@ -43247,7 +43940,6 @@ components:
- data
type: object
PubIdentifier:
- additionalProperties: false
example:
id: id
holdingsmode: holdingsmode
@@ -43262,7 +43954,6 @@ components:
- id
type: object
PubDateParameters:
- additionalProperties: false
description: The date parameters for Publisher calculation.
example:
enddate: enddate
@@ -43278,7 +43969,6 @@ components:
- enddate
type: object
PubCalculationParameters:
- additionalProperties: false
example:
document: document
dates:
@@ -43301,10 +43991,8 @@ components:
- document
type: object
PubCalculationMeta:
- additionalProperties: false
type: object
PubCalculationParametersRoot:
- additionalProperties: false
example:
data:
key:
@@ -43323,11 +44011,9 @@ components:
description: List of calculation parameters.
type: object
meta:
- additionalProperties: false
type: object
type: object
QuantScreeningExpressionUniverse:
- additionalProperties: false
allOf:
- $ref: '#/components/schemas/QuantUniverse'
properties:
@@ -43345,7 +44031,6 @@ components:
- universeType
type: object
QuantIdentifierUniverse:
- additionalProperties: false
allOf:
- $ref: '#/components/schemas/QuantUniverse'
properties:
@@ -43363,7 +44048,6 @@ components:
- universeType
type: object
QuantUniverse:
- additionalProperties: false
properties:
source:
enum:
@@ -43375,7 +44059,6 @@ components:
- source
type: object
QuantUniversalScreenUniverse:
- additionalProperties: false
allOf:
- $ref: '#/components/schemas/QuantUniverse'
properties:
@@ -43385,7 +44068,6 @@ components:
- screen
type: object
QuantDateList:
- additionalProperties: false
allOf:
- $ref: '#/components/schemas/QuantDate'
properties:
@@ -43395,7 +44077,6 @@ components:
type: array
type: object
QuantDate:
- additionalProperties: false
properties:
source:
enum:
@@ -43414,7 +44095,6 @@ components:
- source
type: object
QuantFdsDate:
- additionalProperties: false
allOf:
- $ref: '#/components/schemas/QuantDate'
properties:
@@ -43427,7 +44107,6 @@ components:
- startDate
type: object
QuantFqlExpression:
- additionalProperties: false
allOf:
- $ref: '#/components/schemas/QuantFormula'
properties:
@@ -43444,7 +44123,6 @@ components:
- name
type: object
QuantUniversalScreenParameter:
- additionalProperties: false
allOf:
- $ref: '#/components/schemas/QuantFormula'
properties:
@@ -43457,12 +44135,10 @@ components:
- referenceName
type: object
QuantAllUniversalScreenParameters:
- additionalProperties: false
allOf:
- $ref: '#/components/schemas/QuantFormula'
type: object
QuantFormula:
- additionalProperties: false
properties:
source:
enum:
@@ -43475,7 +44151,6 @@ components:
- source
type: object
QuantScreeningExpression:
- additionalProperties: false
allOf:
- $ref: '#/components/schemas/QuantFormula'
properties:
@@ -43490,7 +44165,6 @@ components:
- name
type: object
QuantScreeningExpressionUniverseObsolete:
- additionalProperties: false
properties:
universeExpr:
type: string
@@ -43512,7 +44186,6 @@ components:
- universeType
type: object
QuantUniversalScreenUniverseObsolete:
- additionalProperties: false
properties:
screen:
type: string
@@ -43526,7 +44199,6 @@ components:
- screen
type: object
QuantIdentifierUniverseObsolete:
- additionalProperties: false
properties:
universeType:
enum:
@@ -43548,7 +44220,6 @@ components:
- universeType
type: object
QuantFdsDateObsolete:
- additionalProperties: false
properties:
startDate:
type: string
@@ -43567,7 +44238,6 @@ components:
- startDate
type: object
QuantDateListObsolete:
- additionalProperties: false
properties:
dates:
items:
@@ -43584,7 +44254,6 @@ components:
- frequency
type: object
QuantScreeningExpressionObsolete:
- additionalProperties: false
properties:
expr:
type: string
@@ -43597,7 +44266,6 @@ components:
- name
type: object
QuantFqlExpressionObsolete:
- additionalProperties: false
properties:
expr:
type: string
@@ -43612,7 +44280,6 @@ components:
- name
type: object
QuantUniversalScreenParameterObsolete:
- additionalProperties: false
properties:
referenceName:
type: string
@@ -43623,7 +44290,6 @@ components:
- referenceName
type: object
QuantAllUniversalScreenParametersObsolete:
- additionalProperties: false
type: object
OneOfQuantUniverse:
discriminator:
@@ -43663,7 +44329,6 @@ components:
$ref: '#/components/schemas/OneOfQuantFormulas'
type: array
QuantCalculationParameters:
- additionalProperties: false
example:
formulas:
- null
@@ -43682,7 +44347,6 @@ components:
type: string
type: object
QuantCalculationMeta:
- additionalProperties: false
example:
contentorganization: SimplifiedRow
allowArrayData: true
@@ -43731,7 +44395,6 @@ components:
type: string
type: object
QuantCalculationParametersRoot:
- additionalProperties: false
example:
data:
key:
@@ -43755,7 +44418,6 @@ components:
$ref: '#/components/schemas/QuantCalculationMeta'
type: object
SPARDateParameters:
- additionalProperties: false
description: The date parameters for SPAR calculation.
example:
enddate: enddate
@@ -43777,7 +44439,6 @@ components:
- startdate
type: object
SPARCalculationParameters:
- additionalProperties: false
example:
currencyisocode: currencyisocode
componentid: componentid
@@ -43816,7 +44477,6 @@ components:
- componentid
type: object
SPARCalculationParametersRoot:
- additionalProperties: false
example:
data:
key:
@@ -43852,7 +44512,6 @@ components:
$ref: '#/components/schemas/CalculationMeta'
type: object
PAComponentData:
- additionalProperties: false
example:
currencyisocode: currencyisocode
componentdetail: componentdetail
@@ -43923,11 +44582,11 @@ components:
description: Currency ISO code for calculation.
type: string
componentdetail:
- description: PA Storage type. It can be GROUPS or TOTALS or SECURITIES.
+ description: PA Storage type. It can be GROUPS or GROUPSALL or TOTALS or
+ SECURITIES.
type: string
type: object
TemplatedPAComponentParameters:
- additionalProperties: false
example:
parentTemplateId: parentTemplateId
description: description
@@ -43988,7 +44647,6 @@ components:
- parentTemplateId
type: object
TemplatedPAComponentParametersRoot:
- additionalProperties: false
example:
data:
parentTemplateId: parentTemplateId
@@ -44043,7 +44701,6 @@ components:
- data
type: object
TemplatedPAComponentPostSummary:
- additionalProperties: false
example:
parentTemplateId: parentTemplateId
name: name
@@ -44063,7 +44720,6 @@ components:
type: string
type: object
TemplatedPAComponentPostSummaryRoot:
- additionalProperties: false
example:
data:
parentTemplateId: parentTemplateId
@@ -44081,7 +44737,6 @@ components:
- data
type: object
TemplatedPAComponentSummary:
- additionalProperties: false
example:
parentTemplateId: parentTemplateId
name: name
@@ -44098,7 +44753,6 @@ components:
type: string
type: object
TemplatedPAComponentSummaryRoot:
- additionalProperties: false
example:
data:
key:
@@ -44118,7 +44772,6 @@ components:
- data
type: object
TemplatedPAComponentUpdateParameters:
- additionalProperties: false
example:
parentTemplateId: parentTemplateId
description: description
@@ -44172,7 +44825,6 @@ components:
$ref: '#/components/schemas/PAComponentData'
type: object
TemplatedPAComponentUpdateParametersRoot:
- additionalProperties: false
example:
data:
parentTemplateId: parentTemplateId
@@ -44226,7 +44878,6 @@ components:
- data
type: object
TemplatedPAComponent:
- additionalProperties: false
example:
parentTemplateId: parentTemplateId
name: name
@@ -44293,7 +44944,6 @@ components:
type: string
type: object
TemplatedPAComponentRoot:
- additionalProperties: false
example:
data:
parentTemplateId: parentTemplateId
@@ -44352,7 +45002,6 @@ components:
- data
type: object
UnlinkedPATemplateParameters:
- additionalProperties: false
example:
templateTypeId: templateTypeId
currencyisocode: currencyisocode
@@ -44443,7 +45092,8 @@ components:
description: Currency ISO code for calculation.
type: string
componentdetail:
- description: PA storage type. It can be GROUPS or TOTALS or SECURITIES.
+ description: PA storage type. It can be GROUPS or GROUPSALL or TOTALS or
+ SECURITIES.
type: string
content:
$ref: '#/components/schemas/TemplateContentTypes'
@@ -44452,7 +45102,6 @@ components:
- templateTypeId
type: object
UnlinkedPATemplateParametersRoot:
- additionalProperties: false
example:
data:
templateTypeId: templateTypeId
@@ -44516,7 +45165,6 @@ components:
- data
type: object
UnlinkedPATemplatePostSummary:
- additionalProperties: false
example:
name: name
description: description
@@ -44537,7 +45185,6 @@ components:
type: string
type: object
UnlinkedPATemplatePostSummaryRoot:
- additionalProperties: false
example:
data:
name: name
@@ -44554,7 +45201,6 @@ components:
- data
type: object
UnlinkedPATemplateSummary:
- additionalProperties: false
example:
name: name
description: description
@@ -44571,7 +45217,6 @@ components:
type: string
type: object
UnlinkedPATemplateSummaryRoot:
- additionalProperties: false
example:
data:
key:
@@ -44590,7 +45235,6 @@ components:
- data
type: object
UnlinkedPATemplateUpdateParameters:
- additionalProperties: false
example:
currencyisocode: currencyisocode
componentdetail: componentdetail
@@ -44673,13 +45317,13 @@ components:
description: Currency ISO code for calculation.
type: string
componentdetail:
- description: PA storage type. It can be GROUPS or TOTALS or SECURITIES.
+ description: PA storage type. It can be GROUPS or GROUPSALL or TOTALS or
+ SECURITIES.
type: string
content:
$ref: '#/components/schemas/TemplateContentTypes'
type: object
UnlinkedPATemplateUpdateParametersRoot:
- additionalProperties: false
example:
data:
currencyisocode: currencyisocode
@@ -44741,7 +45385,6 @@ components:
- data
type: object
UnlinkedPATemplate:
- additionalProperties: false
example:
columns:
- id: id
@@ -44839,7 +45482,8 @@ components:
description: Currency ISO code for calculation.
type: string
componentdetail:
- description: PA storage type. It can be GROUPS or TOTALS or SECURITIES.
+ description: PA storage type. It can be GROUPS or GROUPSALL or TOTALS or
+ SECURITIES.
type: string
content:
$ref: '#/components/schemas/TemplateContentTypes'
@@ -44854,7 +45498,6 @@ components:
type: string
type: object
UnlinkedPATemplateRoot:
- additionalProperties: false
example:
data:
columns:
@@ -44922,7 +45565,6 @@ components:
- data
type: object
UnlinkedPATemplateCategoryAndType:
- additionalProperties: false
example:
name: name
category: category
@@ -44935,7 +45577,6 @@ components:
type: string
type: object
UnlinkedPATemplateCategoryAndTypeRoot:
- additionalProperties: false
example:
data:
key:
@@ -44953,7 +45594,6 @@ components:
- data
type: object
UnlinkedPATemplateColumnDetails:
- additionalProperties: false
example:
name: name
id: id
@@ -44974,7 +45614,6 @@ components:
type: array
type: object
UnlinkedPATemplateGroupDetails:
- additionalProperties: false
example:
name: name
id: id
@@ -44991,7 +45630,6 @@ components:
type: string
type: object
UnlinkedPATemplateCategoryAndTypeDetails:
- additionalProperties: false
example:
columns:
- name: name
@@ -45040,7 +45678,6 @@ components:
type: string
type: object
UnlinkedPATemplateCategoryAndTypeDetailsRoot:
- additionalProperties: false
example:
data:
columns:
@@ -45074,8 +45711,38 @@ components:
required:
- data
type: object
+ VaultAttributionLoaderResponse:
+ example:
+ processId: processId
+ groupId: groupId
+ objectId: objectId
+ properties:
+ processId:
+ description: ProcessId.
+ type: string
+ groupId:
+ description: GroupId.
+ type: string
+ objectId:
+ description: ObjectId.
+ type: string
+ type: object
+ VaultAttributionLoaderResponseRoot:
+ example:
+ data:
+ processId: processId
+ groupId: groupId
+ objectId: objectId
+ meta: '{}'
+ properties:
+ data:
+ $ref: '#/components/schemas/VaultAttributionLoaderResponse'
+ meta:
+ type: object
+ required:
+ - data
+ type: object
VaultCalculationParameters:
- additionalProperties: false
example:
componentdetail: componentdetail
componentid: componentid
@@ -45107,7 +45774,6 @@ components:
- configid
type: object
VaultCalculationParametersRoot:
- additionalProperties: false
example:
data:
key:
@@ -45134,6 +45800,13 @@ components:
meta:
$ref: '#/components/schemas/CalculationMeta'
type: object
+ inline_object:
+ properties:
+ file:
+ format: binary
+ nullable: true
+ type: string
+ type: object
securitySchemes:
Basic:
description: Input your username and password to access this API
diff --git a/auto-generated-sdk/docs/CalculationUnitStatus.md b/auto-generated-sdk/docs/CalculationUnitStatus.md
index adfd1dcc..bdb23f1b 100644
--- a/auto-generated-sdk/docs/CalculationUnitStatus.md
+++ b/auto-generated-sdk/docs/CalculationUnitStatus.md
@@ -12,6 +12,7 @@ Name | Type | Description | Notes
**result** | **String** | The result URL of the calculation. | [optional]
**progress** | **String** | The progress of the calculation unit. | [optional]
**points** | **Integer** | The points for the calculation unit. | [optional]
+**warnings** | **java.util.List<String>** | The warnings in a calculation unit. | [optional]
diff --git a/auto-generated-sdk/docs/ComponentsApi.md b/auto-generated-sdk/docs/ComponentsApi.md
index 5cd705b2..d2131975 100644
--- a/auto-generated-sdk/docs/ComponentsApi.md
+++ b/auto-generated-sdk/docs/ComponentsApi.md
@@ -7,6 +7,7 @@ Method | HTTP request | Description
------------- | ------------- | -------------
[**getPAComponentById**](ComponentsApi.md#getPAComponentById) | **GET** /analytics/engines/pa/v3/components/{id} | Get PA component by id
[**getPAComponents**](ComponentsApi.md#getPAComponents) | **GET** /analytics/engines/pa/v3/components | Get PA components
+[**getSPARComponentById**](ComponentsApi.md#getSPARComponentById) | **GET** /analytics/engines/spar/v3/components/{id} | Get SPAR component by id
[**getSPARComponents**](ComponentsApi.md#getSPARComponents) | **GET** /analytics/engines/spar/v3/components | Get SPAR components
[**getVaultComponentById**](ComponentsApi.md#getVaultComponentById) | **GET** /analytics/engines/vault/v3/components/{id} | Get Vault component by id
[**getVaultComponents**](ComponentsApi.md#getVaultComponents) | **GET** /analytics/engines/vault/v3/components | Get Vault components
@@ -179,6 +180,89 @@ Name | Type | Description | Notes
| **503** | Request timed out. Retry the request in sometime. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
+## getSPARComponentById
+
+> SPARComponentRoot getSPARComponentById(id)
+
+Get SPAR component by id
+
+This endpoint returns the default settings of a SPAR component.
+
+### Example
+
+```java
+// Import classes:
+import factset.analyticsapi.engines.ApiClient;
+import factset.analyticsapi.engines.ApiException;
+import factset.analyticsapi.engines.Configuration;
+import factset.analyticsapi.engines.auth.*;
+import factset.analyticsapi.engines.model.*;
+import factset.analyticsapi.engines.api.ComponentsApi;
+
+public class Example {
+ public static void main(String[] args) {
+ ApiClient defaultClient = Configuration.getDefaultApiClient();
+ defaultClient.setBasePath("https://api.factset.com");
+
+ // Configure HTTP basic authorization: Basic
+ HttpBasicAuth Basic = (HttpBasicAuth) defaultClient.getAuthentication("Basic");
+ Basic.setUsername("YOUR USERNAME");
+ Basic.setPassword("YOUR PASSWORD");
+
+ // Configure HTTP bearer authorization: Bearer
+ HttpBearerAuth Bearer = (HttpBearerAuth) defaultClient.getAuthentication("Bearer");
+ Bearer.setBearerToken("BEARER TOKEN");
+
+ ComponentsApi apiInstance = new ComponentsApi(defaultClient);
+ String id = "id_example"; // String | Unique identifier for a SPAR component
+ try {
+ SPARComponentRoot result = apiInstance.getSPARComponentById(id);
+ System.out.println(result);
+ } catch (ApiException e) {
+ System.err.println("Exception when calling ComponentsApi#getSPARComponentById");
+ System.err.println("Status code: " + e.getCode());
+ System.err.println("Reason: " + e.getClientErrorResponse());
+ System.err.println("Response headers: " + e.getResponseHeaders());
+ e.printStackTrace();
+ }
+ }
+}
+```
+
+### Parameters
+
+
+Name | Type | Description | Notes
+------------- | ------------- | ------------- | -------------
+ **id** | **String**| Unique identifier for a SPAR component |
+
+### Return type
+
+[**SPARComponentRoot**](SPARComponentRoot.md)
+
+### Authorization
+
+[Basic](../README.md#Basic), [Bearer](../README.md#Bearer)
+
+### HTTP request headers
+
+- **Content-Type**: Not defined
+- **Accept**: application/json
+
+### HTTP response details
+| Status code | Description | Response headers |
+|-------------|-------------|------------------|
+| **200** | Expected response, returns the default settings of a SPAR component. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **400** | Invalid SPAR component id. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **404** | Component not found. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **401** | Missing or invalid authentication. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
+| **403** | User is forbidden with current credentials | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **406** | Unsupported Accept header. Header needs to be set to application/json. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **429** | Rate limit reached. Wait till the time specified in Retry-After header value to make further requests. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * Retry-After - Time to wait in seconds before making a new request as the rate limit has reached. |
+| **500** | Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
+| **503** | Request timed out. Retry the request in sometime. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
+
+
## getSPARComponents
> ComponentSummaryRoot getSPARComponents(document)
diff --git a/auto-generated-sdk/docs/Error.md b/auto-generated-sdk/docs/Error.md
index c561e6c6..6cd9eab3 100644
--- a/auto-generated-sdk/docs/Error.md
+++ b/auto-generated-sdk/docs/Error.md
@@ -8,6 +8,8 @@
Name | Type | Description | Notes
------------ | ------------- | ------------- | -------------
**id** | **String** | | [optional]
+**code** | **String** | | [optional]
+**title** | **String** | | [optional]
**detail** | **String** | | [optional]
**source** | [**ErrorSource**](ErrorSource.md) | | [optional]
diff --git a/auto-generated-sdk/docs/FIAttributionForJobSettings.md b/auto-generated-sdk/docs/FIAttributionForJobSettings.md
new file mode 100644
index 00000000..84583d8a
--- /dev/null
+++ b/auto-generated-sdk/docs/FIAttributionForJobSettings.md
@@ -0,0 +1,18 @@
+
+
+# FIAttributionForJobSettings
+
+
+## Properties
+
+Name | Type | Description | Notes
+------------ | ------------- | ------------- | -------------
+**startDate** | **String** | Start Date | [optional]
+**endDate** | **String** | End Date | [optional]
+
+
+## Implemented Interfaces
+
+* Serializable
+
+
diff --git a/auto-generated-sdk/docs/FIAttributionForSecurities.md b/auto-generated-sdk/docs/FIAttributionForSecurities.md
new file mode 100644
index 00000000..1f999acc
--- /dev/null
+++ b/auto-generated-sdk/docs/FIAttributionForSecurities.md
@@ -0,0 +1,32 @@
+
+
+# FIAttributionForSecurities
+
+
+## Properties
+
+Name | Type | Description | Notes
+------------ | ------------- | ------------- | -------------
+**startPrice** | **Double** | Start Price | [optional]
+**endPrice** | **Double** | End Price | [optional]
+**startSpread** | **Double** | Start Spread | [optional]
+**endSpread** | **Double** | End Spread | [optional]
+**pricingMethod** | [**PricingMethodEnum**](#PricingMethodEnum) | Pricing Method | [optional]
+
+
+
+## Enum: PricingMethodEnum
+
+Name | Value
+---- | -----
+INPUTTED_PRICE | "Inputted Price"
+PRICING_MATRIX | "Pricing Matrix"
+ACTUAL_SPREAD | "Actual Spread"
+OAS | "OAS"
+
+
+## Implemented Interfaces
+
+* Serializable
+
+
diff --git a/auto-generated-sdk/docs/FIJobSettings.md b/auto-generated-sdk/docs/FIJobSettings.md
index b5aa2f68..f1df1b9a 100644
--- a/auto-generated-sdk/docs/FIJobSettings.md
+++ b/auto-generated-sdk/docs/FIJobSettings.md
@@ -16,6 +16,7 @@ Name | Type | Description | Notes
**municipalBonds** | [**FIMunicipalBondsForJobSettings**](FIMunicipalBondsForJobSettings.md) | | [optional]
**marketEnvironment** | [**FIMarketEnvironment**](FIMarketEnvironment.md) | | [optional]
**structuredProducts** | [**FIStructuredProductsForJobSettings**](FIStructuredProductsForJobSettings.md) | | [optional]
+**attribution** | [**FIAttributionForJobSettings**](FIAttributionForJobSettings.md) | | [optional]
diff --git a/auto-generated-sdk/docs/FISecurity.md b/auto-generated-sdk/docs/FISecurity.md
index f22d8675..2f3695fb 100644
--- a/auto-generated-sdk/docs/FISecurity.md
+++ b/auto-generated-sdk/docs/FISecurity.md
@@ -17,6 +17,7 @@ Name | Type | Description | Notes
**matrixSpreadAdjustment** | **Double** | Matrix Spread Adjustment | [optional]
**matrixMultiplier** | **Double** | Matrix Multiplier | [optional]
**structuredProducts** | [**FIStructuredProductsForSecurities**](FIStructuredProductsForSecurities.md) | | [optional]
+**attribution** | [**FIAttributionForSecurities**](FIAttributionForSecurities.md) | | [optional]
**calcFromMethod** | **String** | Calculation Method. Methods : Active Spread, Actual Spread, Actual Spread To Worst Call, OAS, Price, Yield, Yield To No Call, Act/Act Yield To No Call, Bond Equivalent Yield, Yield To Worst Call, Discount Yield, Discount Margin, Implied Volatility, Bullet Spread, Bullet Spread To Worst Call, Pricing Matrix | [optional]
**calcFromValue** | **Double** | Calculation from value |
**face** | **Double** | Face | [optional]
diff --git a/auto-generated-sdk/docs/PAComponentData.md b/auto-generated-sdk/docs/PAComponentData.md
index 74f9cf05..45f35d8e 100644
--- a/auto-generated-sdk/docs/PAComponentData.md
+++ b/auto-generated-sdk/docs/PAComponentData.md
@@ -14,7 +14,7 @@ Name | Type | Description | Notes
**dates** | [**PADateParameters**](PADateParameters.md) | | [optional]
**datasources** | [**PACalculationDataSources**](PACalculationDataSources.md) | | [optional]
**currencyisocode** | **String** | Currency ISO code for calculation. | [optional]
-**componentdetail** | **String** | PA Storage type. It can be GROUPS or TOTALS or SECURITIES. | [optional]
+**componentdetail** | **String** | PA Storage type. It can be GROUPS or GROUPSALL or TOTALS or SECURITIES. | [optional]
## Implemented Interfaces
diff --git a/auto-generated-sdk/docs/PaCalculationsApi.md b/auto-generated-sdk/docs/PaCalculationsApi.md
index 7210ff0b..fd0fc441 100644
--- a/auto-generated-sdk/docs/PaCalculationsApi.md
+++ b/auto-generated-sdk/docs/PaCalculationsApi.md
@@ -440,11 +440,19 @@ Remarks:
* Any settings in POST body will act as a one-time override over the settings saved in the PA template.
+* Account identifiers must have .ACCT or .ACTM extension or BENCH: prefix. Holdings mode can be optionally set for every account.
+ Possible values for holdings mode are B&H (Buy and Hold), TBR (Transaction based returns), OMS (Order Management System),
+ VLT (Vaulted returns) or EXT (External Returns Data). Default holdings mode value is B&H.
+
* If we are overriding the grouping with a frequency, we will be overriding the grouping saved to the original component and also overriding
the default frequency of the Beginning of Period to whatever we pass in the request body.
* If we are overriding gouping frequency without overriding the group id it will not be applied to the default groupings saved to the original component.
+* Componentdetail supports securities, groups, groupsall, and totals levels of granularity. However, if no value is passed, the default value is 'securities'.
+ Additionally, while 'groupsall' returns all the group levels in the PA component,
+ setting componentdetail to 'groups' only returns the expanded or collapsed group levels within the PA component.
+
### Example
```java
@@ -539,11 +547,19 @@ Remarks:
* Any settings in PUT body will act as a one-time override over the settings saved in the PA template.
+* Account identifiers must have .ACCT or .ACTM extension or BENCH: prefix. Holdings mode can be optionally set for every account.
+ Possible values for holdings mode are B&H (Buy and Hold), TBR (Transaction based returns), OMS (Order Management System),
+ VLT (Vaulted returns) or EXT (External Returns Data). Default holdings mode value is B&H.
+
* If we are overriding the grouping with a frequency, we will be overriding the grouping saved to the original component and also overriding
the default frequency of the Beginning of Period to whatever we pass in the request body.
* If we are overriding gouping frequency without overriding the group id it will not be applied to the default groupings saved to the original component.
+* Componentdetail supports securities, groups, groupsall, and totals levels of granularity. However, if no value is passed, the default value is 'securities'.
+ Additionally, while 'groupsall' returns all the group levels in the PA component,
+ setting componentdetail to 'groups' only returns the expanded or collapsed group levels within the PA component.
+
### Example
```java
diff --git a/auto-generated-sdk/docs/QuantCalculationsApi.md b/auto-generated-sdk/docs/QuantCalculationsApi.md
index 4e55b5b6..4acd5a16 100644
--- a/auto-generated-sdk/docs/QuantCalculationsApi.md
+++ b/auto-generated-sdk/docs/QuantCalculationsApi.md
@@ -413,16 +413,16 @@ Name | Type | Description | Notes
### HTTP request headers
- **Content-Type**: Not defined
-- **Accept**: application/json, application/x-protobuf, application/octet-stream
+- **Accept**: application/octet-stream, application/json
### HTTP response details
| Status code | Description | Response headers |
|-------------|-------------|------------------|
| **200** | Expected response once calculation is completed. | * Content-Encoding - Standard HTTP header. Header value based on Accept-Encoding Request header. * Content-Type - Standard HTTP header. * Transfer-Encoding - Standard HTTP header. Header value will be set to Chunked if Accept-Encoding header is specified. * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **400** | Invalid identifier provided. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
-| **404** | Calculation was already returned, provided id was not a requested calculation, or the calculation was cancelled | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **401** | Missing or invalid authentication. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
| **403** | User is forbidden with current credentials | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **404** | Calculation was already returned, provided id was not a requested calculation, or the calculation was cancelled | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **500** | Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
| **503** | Request timed out. Retry the request in sometime. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
@@ -497,16 +497,16 @@ Name | Type | Description | Notes
### HTTP request headers
- **Content-Type**: Not defined
-- **Accept**: application/json, application/x-protobuf, application/octet-stream
+- **Accept**: application/octet-stream, application/json
### HTTP response details
| Status code | Description | Response headers |
|-------------|-------------|------------------|
| **200** | Expected response once calculation is completed, returns JSON in the format specified in the Calculation parameters. | * Content-Encoding - Standard HTTP header. Header value based on Accept-Encoding Request header. * Content-Type - Standard HTTP header. * Transfer-Encoding - Standard HTTP header. Header value will be set to Chunked if Accept-Encoding header is specified. * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **400** | Invalid identifier provided. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
-| **404** | Calculation was already returned, provided id was not a requested calculation, or the calculation was cancelled | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **401** | Missing or invalid authentication. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
| **403** | User is forbidden with current credentials | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **404** | Calculation was already returned, provided id was not a requested calculation, or the calculation was cancelled | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **500** | Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
| **503** | Request timed out. Retry the request in sometime. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
@@ -572,7 +572,7 @@ Name | Type | Description | Notes
### Return type
-(For 202 status - [**CalculationStatusRoot**](CalculationStatusRoot.md))(For 201 status - [**ObjectRoot**](ObjectRoot.md))(For 200 status - [**CalculationStatusRoot**](CalculationStatusRoot.md))
+(For 200 status - [**CalculationStatusRoot**](CalculationStatusRoot.md))(For 201 status - File )(For 202 status - [**CalculationStatusRoot**](CalculationStatusRoot.md))
### Authorization
@@ -581,18 +581,19 @@ Name | Type | Description | Notes
### HTTP request headers
- **Content-Type**: application/json
-- **Accept**: application/json, application/x-protobuf
+- **Accept**: application/json, application/octet-stream
### HTTP response details
| Status code | Description | Response headers |
|-------------|-------------|------------------|
-| **202** | Expected response, contains the poll URL in the Location header. | * Location - URL to poll for the resulting calculation * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
-| **201** | Expected response if the calculation has one unit and is completed in a short span, returns JSON in the format specified in the Calculation parameters. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **200** | Expected response if the calculation has one unit and is completed with an error. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **201** | Expected response if the calculation has one unit and is completed in a short span, returns JSON in the format specified in the Calculation parameters. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **202** | Expected response, contains the poll URL in the Location header. | * Location - URL to poll for the resulting calculation * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **400** | Invalid calculation parameters. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
-| **404** | One or more calculation settings were unavailable. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **401** | Missing or invalid authentication. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
| **403** | User is forbidden with current credentials | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **404** | One or more calculation settings were unavailable. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **413** | Request body too large | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **415** | Missing/Invalid Content-Type header. Header needs to be set to application/json. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **429** | Rate limit reached. Cancel older requests using Cancel Calculation endpoint or wait for older requests to finish/expire. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. * Retry-After - Time to wait in seconds before making a new request as the rate limit has reached. |
| **500** | Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
@@ -662,7 +663,7 @@ Name | Type | Description | Notes
### Return type
-(For 202 status - [**CalculationStatusRoot**](CalculationStatusRoot.md))(For 200 status - [**CalculationStatusRoot**](CalculationStatusRoot.md))(For 201 status - [**ObjectRoot**](ObjectRoot.md))
+(For 200 status - [**CalculationStatusRoot**](CalculationStatusRoot.md))(For 201 status - File )(For 202 status - [**CalculationStatusRoot**](CalculationStatusRoot.md))
### Authorization
@@ -671,19 +672,20 @@ Name | Type | Description | Notes
### HTTP request headers
- **Content-Type**: application/json
-- **Accept**: application/json, application/x-protobuf
+- **Accept**: application/json, application/octet-stream
### HTTP response details
| Status code | Description | Response headers |
|-------------|-------------|------------------|
-| **202** | Expected response, contains the poll URL in the Location header. | * Location - URL to poll for the resulting calculation * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **200** | Expected response if the calculation has one unit and is completed with an error. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **201** | Expected response if the calculation has one unit and is completed in a short span, returns JSON in the format specified in the Calculation parameters. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **202** | Expected response, contains the poll URL in the Location header. | * Location - URL to poll for the resulting calculation * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **400** | Invalid Calculation Parameters. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
-| **404** | One or more calculation settings were unavailable. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
-| **409** | Duplicate calculation exists with same parameters. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **401** | Missing or invalid authentication. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
| **403** | User is forbidden with current credentials | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **404** | One or more calculation settings were unavailable. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **409** | Duplicate calculation exists with same parameters. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **413** | Request body too large | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **415** | Missing/Invalid Content-Type header. Header needs to be set to application/json. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
| **429** | Rate limit reached. Cancel older requests using Cancel Calculation endpoint or wait for older requests to finish/expire. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. * Retry-After - Time to wait in seconds before making a new request as the rate limit has reached. |
| **500** | Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
diff --git a/auto-generated-sdk/docs/SPARComponent.md b/auto-generated-sdk/docs/SPARComponent.md
new file mode 100644
index 00000000..3701a83f
--- /dev/null
+++ b/auto-generated-sdk/docs/SPARComponent.md
@@ -0,0 +1,23 @@
+
+
+# SPARComponent
+
+
+## Properties
+
+Name | Type | Description | Notes
+------------ | ------------- | ------------- | -------------
+**id** | **String** | Component identifier. | [optional]
+**accounts** | [**java.util.List<SPARIdentifier>**](SPARIdentifier.md) | List of accounts in SPAR document. | [optional]
+**benchmarks** | [**SPARIdentifier**](SPARIdentifier.md) | | [optional]
+**currencyIsoCode** | **String** | CurrencyCode in SPAR document. | [optional]
+**path** | **String** | The path to the document | [optional]
+**name** | **String** | Component name. | [optional]
+**category** | **String** | Component category. | [optional]
+
+
+## Implemented Interfaces
+
+* Serializable
+
+
diff --git a/auto-generated-sdk/docs/SPARComponentRoot.md b/auto-generated-sdk/docs/SPARComponentRoot.md
new file mode 100644
index 00000000..c83b4f71
--- /dev/null
+++ b/auto-generated-sdk/docs/SPARComponentRoot.md
@@ -0,0 +1,17 @@
+
+
+# SPARComponentRoot
+
+
+## Properties
+
+Name | Type | Description | Notes
+------------ | ------------- | ------------- | -------------
+**data** | [**SPARComponent**](SPARComponent.md) | | [optional]
+
+
+## Implemented Interfaces
+
+* Serializable
+
+
diff --git a/auto-generated-sdk/docs/TemplatedPaComponentsApi.md b/auto-generated-sdk/docs/TemplatedPaComponentsApi.md
index dd7a5219..f8510215 100644
--- a/auto-generated-sdk/docs/TemplatedPaComponentsApi.md
+++ b/auto-generated-sdk/docs/TemplatedPaComponentsApi.md
@@ -25,9 +25,15 @@ Remarks:
* Any settings in the POST body will act as a one-time override over the settings saved in the PA template.
+* Account identifiers must have .ACCT or .ACTM extension or BENCH: prefix. Holdings mode can be optionally set for every account.
+ Possible values for holdings mode are B&H (Buy and Hold), TBR (Transaction based returns), OMS (Order Management System),
+ VLT (Vaulted returns) or EXT (External Returns Data). Default holdings mode value is B&H.
+
* Multi-horizon frequencies are not supported through this endpoint.
-* Componentdetail supports securities, groups, and totals as well but if we don't pass anything that defaults to securities.
+* Componentdetail supports securities, groups, groupsall, and totals levels of granularity. However, if no value is passed, the default value is 'securities'.
+ Additionally, while 'groupsall' returns all the group levels in the PA component,
+ setting componentdetail to 'groups' only returns the expanded or collapsed group levels within the PA component.
* If we are overriding the grouping with a frequency, we will be overriding the grouping saved to the original component and also overriding
the default frequency of the Beginning of Period to whatever we pass in the request body.
@@ -368,9 +374,15 @@ Remarks:
* Any settings in the POST body will act as a one-time override over the settings saved in the PA template.
+* Account identifiers must have .ACCT or .ACTM extension or BENCH: prefix. Holdings mode can be optionally set for every account.
+ Possible values for holdings mode are B&H (Buy and Hold), TBR (Transaction based returns), OMS (Order Management System),
+ VLT (Vaulted returns) or EXT (External Returns Data). Default holdings mode value is B&H.
+
* Multi-horizon frequencies are not supported through this endpoint.
-* Componentdetail supports securities, groups, and totals as well but if we don't pass anything that defaults to securities.
+* Componentdetail supports securities, groups, groupsall, and totals levels of granularity. However, if no value is passed, the default value is 'securities'.
+ Additionally, while 'groupsall' returns all the group levels in the PA component,
+ setting componentdetail to 'groups' only returns the expanded or collapsed group levels within the PA component.
* If we are overriding the grouping with a frequency, we will be overriding the grouping saved to the original component and also overriding
the default frequency of the Beginning of Period to whatever we pass in the request body.
diff --git a/auto-generated-sdk/docs/UnlinkedPATemplate.md b/auto-generated-sdk/docs/UnlinkedPATemplate.md
index 7e2e2345..6373dde5 100644
--- a/auto-generated-sdk/docs/UnlinkedPATemplate.md
+++ b/auto-generated-sdk/docs/UnlinkedPATemplate.md
@@ -18,7 +18,7 @@ Name | Type | Description | Notes
**groups** | [**java.util.List<PACalculationGroup>**](PACalculationGroup.md) | List of groupings for the PA calculation | [optional]
**datasources** | [**PACalculationDataSources**](PACalculationDataSources.md) | | [optional]
**currencyisocode** | **String** | Currency ISO code for calculation. | [optional]
-**componentdetail** | **String** | PA storage type. It can be GROUPS or TOTALS or SECURITIES. | [optional]
+**componentdetail** | **String** | PA storage type. It can be GROUPS or GROUPSALL or TOTALS or SECURITIES. | [optional]
**content** | [**TemplateContentTypes**](TemplateContentTypes.md) | | [optional]
**description** | **String** | Template description. | [optional]
**name** | **String** | Template name. | [optional]
diff --git a/auto-generated-sdk/docs/UnlinkedPATemplateParameters.md b/auto-generated-sdk/docs/UnlinkedPATemplateParameters.md
index 93c237bb..6565a410 100644
--- a/auto-generated-sdk/docs/UnlinkedPATemplateParameters.md
+++ b/auto-generated-sdk/docs/UnlinkedPATemplateParameters.md
@@ -17,7 +17,7 @@ Name | Type | Description | Notes
**groups** | [**java.util.List<PACalculationGroup>**](PACalculationGroup.md) | List of groupings for the PA calculation | [optional]
**datasources** | [**PACalculationDataSources**](PACalculationDataSources.md) | | [optional]
**currencyisocode** | **String** | Currency ISO code for calculation. | [optional]
-**componentdetail** | **String** | PA storage type. It can be GROUPS or TOTALS or SECURITIES. | [optional]
+**componentdetail** | **String** | PA storage type. It can be GROUPS or GROUPSALL or TOTALS or SECURITIES. | [optional]
**content** | [**TemplateContentTypes**](TemplateContentTypes.md) | | [optional]
diff --git a/auto-generated-sdk/docs/UnlinkedPATemplateUpdateParameters.md b/auto-generated-sdk/docs/UnlinkedPATemplateUpdateParameters.md
index 4f3544c6..f4cd57b9 100644
--- a/auto-generated-sdk/docs/UnlinkedPATemplateUpdateParameters.md
+++ b/auto-generated-sdk/docs/UnlinkedPATemplateUpdateParameters.md
@@ -15,7 +15,7 @@ Name | Type | Description | Notes
**groups** | [**java.util.List<PACalculationGroup>**](PACalculationGroup.md) | List of groupings for the PA calculation | [optional]
**datasources** | [**PACalculationDataSources**](PACalculationDataSources.md) | | [optional]
**currencyisocode** | **String** | Currency ISO code for calculation. | [optional]
-**componentdetail** | **String** | PA storage type. It can be GROUPS or TOTALS or SECURITIES. | [optional]
+**componentdetail** | **String** | PA storage type. It can be GROUPS or GROUPSALL or TOTALS or SECURITIES. | [optional]
**content** | [**TemplateContentTypes**](TemplateContentTypes.md) | | [optional]
diff --git a/auto-generated-sdk/docs/UnlinkedPaTemplatesApi.md b/auto-generated-sdk/docs/UnlinkedPaTemplatesApi.md
index 330700cb..c1d478a9 100644
--- a/auto-generated-sdk/docs/UnlinkedPaTemplatesApi.md
+++ b/auto-generated-sdk/docs/UnlinkedPaTemplatesApi.md
@@ -36,9 +36,15 @@ Remarks:
* Any settings in the POST body will act as a one-time override over the settings saved in the PA template.
+* Account identifiers must have .ACCT or .ACTM extension or BENCH: prefix. Holdings mode can be optionally set for every account.
+ Possible values for holdings mode are B&H (Buy and Hold), TBR (Transaction based returns), OMS (Order Management System),
+ VLT (Vaulted returns) or EXT (External Returns Data). Default holdings mode value is B&H.
+
* Multi-horizon frequencies are not supported through this endpoint.
-* Componentdetail supports securities, groups, and totals as well but if we don't pass anything that defaults to securities.
+* Componentdetail supports securities, groups, groupsall, and totals levels of granularity. However, if no value is passed, the default value is 'securities'.
+ Additionally, while 'groupsall' returns all the group levels in the PA component,
+ setting componentdetail to 'groups' only returns the expanded or collapsed group levels within the PA component.
* If we are overriding the grouping with a frequency, we will be overriding the grouping saved to the original component and also
overriding the default frequency of the Beginning of Period to whatever we pass in the request body.
@@ -549,9 +555,15 @@ Remarks:
* Any settings in the POST body will act as a one-time override over the settings saved in the PA template.
+* Account identifiers must have .ACCT or .ACTM extension or BENCH: prefix. Holdings mode can be optionally set for every account.
+ Possible values for holdings mode are B&H (Buy and Hold), TBR (Transaction based returns), OMS (Order Management System),
+ VLT (Vaulted returns) or EXT (External Returns Data). Default holdings mode value is B&H.
+
* Multi-horizon frequencies are not supported through this endpoint.
-* Componentdetail supports securities, groups, and totals as well but if we don't pass anything that defaults to securities.
+* Componentdetail supports securities, groups, groupsall, and totals levels of granularity. However, if no value is passed, the default value is 'securities'.
+ Additionally, while 'groupsall' returns all the group levels in the PA component,
+ setting componentdetail to 'groups' only returns the expanded or collapsed group levels within the PA component.
* If we are overriding the grouping with a frequency, we will be overriding the grouping saved to the original component and also overriding
the default frequency of the Beginning of Period to whatever we pass in the request body.
diff --git a/auto-generated-sdk/docs/VaultAttributionLoaderApi.md b/auto-generated-sdk/docs/VaultAttributionLoaderApi.md
new file mode 100644
index 00000000..9d588e13
--- /dev/null
+++ b/auto-generated-sdk/docs/VaultAttributionLoaderApi.md
@@ -0,0 +1,95 @@
+
+# VaultAttributionLoaderApi
+
+All URIs are relative to *https://api.factset.com*
+
+Method | HTTP request | Description
+------------- | ------------- | -------------
+[**vaultAttributionLoader**](VaultAttributionLoaderApi.md#vaultAttributionLoader) | **POST** /analytics/engines/vault/v3/load/{batchId} | Vault - External Attribution Loader
+
+
+
+## vaultAttributionLoader
+
+> VaultAttributionLoaderResponseRoot vaultAttributionLoader(batchId, file)
+
+Vault - External Attribution Loader
+
+This endpoint loads Vault External Attributions.
+
+### Example
+
+```java
+import java.io.File;
+// Import classes:
+import factset.analyticsapi.engines.ApiClient;
+import factset.analyticsapi.engines.ApiException;
+import factset.analyticsapi.engines.Configuration;
+import factset.analyticsapi.engines.auth.*;
+import factset.analyticsapi.engines.model.*;
+import factset.analyticsapi.engines.api.VaultAttributionLoaderApi;
+
+public class Example {
+ public static void main(String[] args) {
+ ApiClient defaultClient = Configuration.getDefaultApiClient();
+ defaultClient.setBasePath("https://api.factset.com");
+
+ // Configure HTTP basic authorization: Basic
+ HttpBasicAuth Basic = (HttpBasicAuth) defaultClient.getAuthentication("Basic");
+ Basic.setUsername("YOUR USERNAME");
+ Basic.setPassword("YOUR PASSWORD");
+
+ // Configure HTTP bearer authorization: Bearer
+ HttpBearerAuth Bearer = (HttpBearerAuth) defaultClient.getAuthentication("Bearer");
+ Bearer.setBearerToken("BEARER TOKEN");
+
+ VaultAttributionLoaderApi apiInstance = new VaultAttributionLoaderApi(defaultClient);
+ String batchId = "batchId_example"; // String |
+ File file = new File("/path/to/file"); // File |
+ try {
+ VaultAttributionLoaderResponseRoot result = apiInstance.vaultAttributionLoader(batchId, file);
+ System.out.println(result);
+ } catch (ApiException e) {
+ System.err.println("Exception when calling VaultAttributionLoaderApi#vaultAttributionLoader");
+ System.err.println("Status code: " + e.getCode());
+ System.err.println("Reason: " + e.getClientErrorResponse());
+ System.err.println("Response headers: " + e.getResponseHeaders());
+ e.printStackTrace();
+ }
+ }
+}
+```
+
+### Parameters
+
+
+Name | Type | Description | Notes
+------------- | ------------- | ------------- | -------------
+ **batchId** | **String**| |
+ **file** | **File**| | [optional]
+
+### Return type
+
+[**VaultAttributionLoaderResponseRoot**](VaultAttributionLoaderResponseRoot.md)
+
+### Authorization
+
+[Basic](../README.md#Basic), [Bearer](../README.md#Bearer)
+
+### HTTP request headers
+
+- **Content-Type**: multipart/form-data
+- **Accept**: application/json
+
+### HTTP response details
+| Status code | Description | Response headers |
+|-------------|-------------|------------------|
+| **200** | Expected response, returns a status of operation along with errors and warnings if found any. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **400** | Bad Request | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **401** | Missing or invalid authentication. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
+| **403** | User is forbidden with current credentials | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **406** | Unsupported Accept header. Header needs to be set to application/json. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. |
+| **429** | Rate limit reached. Wait till the time specified in Retry-After header value to make further requests. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * Retry-After - Time to wait in seconds before making a new request as the rate limit has reached. |
+| **500** | Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
+| **503** | Request timed out. Retry the request in sometime. | * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. |
+
diff --git a/auto-generated-sdk/docs/VaultAttributionLoaderResponse.md b/auto-generated-sdk/docs/VaultAttributionLoaderResponse.md
new file mode 100644
index 00000000..c4889bd9
--- /dev/null
+++ b/auto-generated-sdk/docs/VaultAttributionLoaderResponse.md
@@ -0,0 +1,19 @@
+
+
+# VaultAttributionLoaderResponse
+
+
+## Properties
+
+Name | Type | Description | Notes
+------------ | ------------- | ------------- | -------------
+**processId** | **String** | ProcessId. | [optional]
+**groupId** | **String** | GroupId. | [optional]
+**objectId** | **String** | ObjectId. | [optional]
+
+
+## Implemented Interfaces
+
+* Serializable
+
+
diff --git a/auto-generated-sdk/docs/VaultAttributionLoaderResponseRoot.md b/auto-generated-sdk/docs/VaultAttributionLoaderResponseRoot.md
new file mode 100644
index 00000000..5cc5749f
--- /dev/null
+++ b/auto-generated-sdk/docs/VaultAttributionLoaderResponseRoot.md
@@ -0,0 +1,18 @@
+
+
+# VaultAttributionLoaderResponseRoot
+
+
+## Properties
+
+Name | Type | Description | Notes
+------------ | ------------- | ------------- | -------------
+**data** | [**VaultAttributionLoaderResponse**](VaultAttributionLoaderResponse.md) | |
+**meta** | **Object** | | [optional]
+
+
+## Implemented Interfaces
+
+* Serializable
+
+
diff --git a/auto-generated-sdk/src/main/java/factset/analyticsapi/engines/api/ComponentsApi.java b/auto-generated-sdk/src/main/java/factset/analyticsapi/engines/api/ComponentsApi.java
index acc63f18..f7f22832 100644
--- a/auto-generated-sdk/src/main/java/factset/analyticsapi/engines/api/ComponentsApi.java
+++ b/auto-generated-sdk/src/main/java/factset/analyticsapi/engines/api/ComponentsApi.java
@@ -17,6 +17,7 @@
import factset.analyticsapi.engines.models.ClientErrorResponse;
import factset.analyticsapi.engines.models.ComponentSummaryRoot;
import factset.analyticsapi.engines.models.PAComponentRoot;
+import factset.analyticsapi.engines.models.SPARComponentRoot;
import factset.analyticsapi.engines.models.VaultComponentRoot;
@javax.annotation.Generated(value = "CustomJavaClientCodegen")
@@ -226,6 +227,95 @@ public ApiResponse getPAComponentsWithHttpInfo(String docu
localVarHeaderParams, localVarCookieParams, localVarFormParams, localVarAccept, localVarContentType,
localVarAuthNames, returnTypeMap, false);
}
+ /**
+ * Get SPAR component by id
+ * This endpoint returns the default settings of a SPAR component.
+ * @param id Unique identifier for a SPAR component (required)
+ @return SPARComponentRoot
+ * @throws ApiException if fails to make API call
+ * @http.response.details
+
+
Status Code
Description
Response Headers
+
200
Expected response, returns the default settings of a SPAR component.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
+
400
Invalid SPAR component id.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
+
404
Component not found.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
+
401
Missing or invalid authentication.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
+
403
User is forbidden with current credentials
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
+
406
Unsupported Accept header. Header needs to be set to application/json.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
+
429
Rate limit reached. Wait till the time specified in Retry-After header value to make further requests.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * Retry-After - Time to wait in seconds before making a new request as the rate limit has reached.
+
500
Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
+
503
Request timed out. Retry the request in sometime.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
+
+ */
+ public SPARComponentRoot getSPARComponentById(String id) throws ApiException {
+ return getSPARComponentByIdWithHttpInfo(id).getData();
+ }
+
+ /**
+ * Get SPAR component by id
+ * This endpoint returns the default settings of a SPAR component.
+ * @param id Unique identifier for a SPAR component (required)
+ * @return ApiResponse<SPARComponentRoot>
+ * @throws ApiException if fails to make API call
+ * @http.response.details
+
+
Status Code
Description
Response Headers
+
200
Expected response, returns the default settings of a SPAR component.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
+
400
Invalid SPAR component id.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
+
404
Component not found.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
+
401
Missing or invalid authentication.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
+
403
User is forbidden with current credentials
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
+
406
Unsupported Accept header. Header needs to be set to application/json.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
+
429
Rate limit reached. Wait till the time specified in Retry-After header value to make further requests.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * Retry-After - Time to wait in seconds before making a new request as the rate limit has reached.
+
500
Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
+
503
Request timed out. Retry the request in sometime.
* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
+
+ */
+ public ApiResponse getSPARComponentByIdWithHttpInfo(String id) throws ApiException {
+ Object localVarPostBody = null;
+
+ // verify the required parameter 'id' is set
+ if (id == null) {
+ throw new ApiException(400, "Missing the required parameter 'id' when calling getSPARComponentById");
+ }
+
+ // create path and map variables
+ String localVarPath = "/analytics/engines/spar/v3/components/{id}"
+ .replaceAll("\\{" + "id" + "\\}", apiClient.escapeString(id.toString()));
+
+ // query params
+ java.util.List localVarQueryParams = new java.util.ArrayList();
+ java.util.Map localVarHeaderParams = new java.util.HashMap();
+ java.util.Map localVarCookieParams = new java.util.HashMap();
+ java.util.Map localVarFormParams = new java.util.HashMap();
+
+
+
+
+
+ final String[] localVarAccepts = {
+ "application/json"
+ };
+ final String localVarAccept = apiClient.selectHeaderAccept(localVarAccepts);
+
+ final String[] localVarContentTypes = {
+
+ };
+ final String localVarContentType = apiClient.selectHeaderContentType(localVarContentTypes);
+
+ String[] localVarAuthNames = new String[] { "Basic", "Bearer" };
+
+ GenericType localVarReturnType = new GenericType() {};
+
+ Map returnTypeMap = new HashMap();
+ returnTypeMap.put(200, new GenericType(){});
+ returnTypeMap.put(400, new GenericType(){});
+ returnTypeMap.put(404, new GenericType(){});
+
+ return apiClient.invokeAPIWithReturnMap("ComponentsApi.getSPARComponentById", localVarPath, "GET", localVarQueryParams, localVarPostBody,
+ localVarHeaderParams, localVarCookieParams, localVarFormParams, localVarAccept, localVarContentType,
+ localVarAuthNames, returnTypeMap, false);
+ }
/**
* Get SPAR components
* This endpoint returns the list of SPAR components in a given SPAR document.
diff --git a/auto-generated-sdk/src/main/java/factset/analyticsapi/engines/api/PaCalculationsApi.java b/auto-generated-sdk/src/main/java/factset/analyticsapi/engines/api/PaCalculationsApi.java
index 333aa2f9..59aa9682 100644
--- a/auto-generated-sdk/src/main/java/factset/analyticsapi/engines/api/PaCalculationsApi.java
+++ b/auto-generated-sdk/src/main/java/factset/analyticsapi/engines/api/PaCalculationsApi.java
@@ -487,7 +487,7 @@ public ApiResponse getCalculationUnitResultByIdWithHttpInfo(String i
}
/**
* Create and Run PA calculation
- * This endpoint runs the PA calculation specified in the POST body parameters. It can take one or more calculation units as input. Remarks: * Any settings in POST body will act as a one-time override over the settings saved in the PA template. * If we are overriding the grouping with a frequency, we will be overriding the grouping saved to the original component and also overriding the default frequency of the Beginning of Period to whatever we pass in the request body. * If we are overriding gouping frequency without overriding the group id it will not be applied to the default groupings saved to the original component.
+ * This endpoint runs the PA calculation specified in the POST body parameters. It can take one or more calculation units as input. Remarks: * Any settings in POST body will act as a one-time override over the settings saved in the PA template. * Account identifiers must have .ACCT or .ACTM extension or BENCH: prefix. Holdings mode can be optionally set for every account. Possible values for holdings mode are B&H (Buy and Hold), TBR (Transaction based returns), OMS (Order Management System), VLT (Vaulted returns) or EXT (External Returns Data). Default holdings mode value is B&H. * If we are overriding the grouping with a frequency, we will be overriding the grouping saved to the original component and also overriding the default frequency of the Beginning of Period to whatever we pass in the request body. * If we are overriding gouping frequency without overriding the group id it will not be applied to the default groupings saved to the original component. * Componentdetail supports securities, groups, groupsall, and totals levels of granularity. However, if no value is passed, the default value is 'securities'. Additionally, while 'groupsall' returns all the group levels in the PA component, setting componentdetail to 'groups' only returns the expanded or collapsed group levels within the PA component.
* @param xFactSetApiLongRunningDeadline Long running deadline in seconds when only one unit is passed in the POST body. (optional)
* @param cacheControl Standard HTTP header. Accepts max-stale. (optional)
* @param paCalculationParametersRoot Calculation Parameters (optional)
@@ -515,7 +515,7 @@ public Object postAndCalculate(Integer xFactSetApiLongRunningDeadline, String ca
/**
* Create and Run PA calculation
- * This endpoint runs the PA calculation specified in the POST body parameters. It can take one or more calculation units as input. Remarks: * Any settings in POST body will act as a one-time override over the settings saved in the PA template. * If we are overriding the grouping with a frequency, we will be overriding the grouping saved to the original component and also overriding the default frequency of the Beginning of Period to whatever we pass in the request body. * If we are overriding gouping frequency without overriding the group id it will not be applied to the default groupings saved to the original component.
+ * This endpoint runs the PA calculation specified in the POST body parameters. It can take one or more calculation units as input. Remarks: * Any settings in POST body will act as a one-time override over the settings saved in the PA template. * Account identifiers must have .ACCT or .ACTM extension or BENCH: prefix. Holdings mode can be optionally set for every account. Possible values for holdings mode are B&H (Buy and Hold), TBR (Transaction based returns), OMS (Order Management System), VLT (Vaulted returns) or EXT (External Returns Data). Default holdings mode value is B&H. * If we are overriding the grouping with a frequency, we will be overriding the grouping saved to the original component and also overriding the default frequency of the Beginning of Period to whatever we pass in the request body. * If we are overriding gouping frequency without overriding the group id it will not be applied to the default groupings saved to the original component. * Componentdetail supports securities, groups, groupsall, and totals levels of granularity. However, if no value is passed, the default value is 'securities'. Additionally, while 'groupsall' returns all the group levels in the PA component, setting componentdetail to 'groups' only returns the expanded or collapsed group levels within the PA component.
* @param xFactSetApiLongRunningDeadline Long running deadline in seconds when only one unit is passed in the POST body. (optional)
* @param cacheControl Standard HTTP header. Accepts max-stale. (optional)
* @param paCalculationParametersRoot Calculation Parameters (optional)
@@ -584,7 +584,7 @@ public ApiResponse