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FactSet (Preview)

  • Reference

Prepare for client meetings using the FactSet connector to access key company information in a custom branded, presentation ready PDF. Stay on top of relevant news and events for companies of interest and highlight important topics to drive your discussion with FactSet Signals. Alternatively, use Digital Cards to collaborate with colleagues and send summaries of actionable insights via Teams.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name FactSet Workflow Automation Support
URL https://www.factset.com/
Email WorkflowAutomation@factset.com
Connector Metadata
Publisher FactSet Research Systems
Website https://www.factset.com
Privacy policy https://www.factset.com/legal
Categories Finance;Data

FactSet Connector

Prerequisites

You will need the following to proceed

  • A Microsoft Power Automate plan with premium connector access
  • FactSet API Access

How to get credentials

FactSet's API Program is designed to support digital transformation journeys through flexible access to data in a secure and consistent manner. To learn more about FactSet APIs and gain access to them, please click here : FactSet Developer Portal

Get started with your connector

This connector supports the following actions -

  • Signals - Get Headlines : Fetch Signals event headlines based on the filtering criteria
  • Signals - Get Details : Fetch Signals event headlines plus all additional event details based on the filtering criteria
  • Signals - Adaptive Card : Fetch Microsoft's Adaptive Cards, which includes headlines and event details data plus hyperlinks to FactSet reports, based on the filtering criteria
  • NER - Entities : Extract named entities from document text.
  • BookBuilder - Get Book List : Retrieves the list of books that were previously created and are available in the client's book library
  • BookBuilder - Get Template List : A template is a predefined list of content to be compiled in a PDF. Templates need to defined/created in FactSet workstation.
  • BookBuilder - Create Book from Template : This endpoint retrieves book status, book name, and book ID for ticker requested in JSON format.
  • BookBuilder - Get PDF : This endpoint will return the PDF output given a book_id.

Known issues and limitations

No known issues at this time

FAQ

  • How do I gain access to FactSet APIs? Contact your account manager or use this contact form - Contact Us

  • What APIs are included in this connector? This connector includes the BookBuilder, FactSet NER and the Signals APIs. Detailed documentation is available on the FactSet Developer Portal.

  • Whom should I contact if I have issues? Please contact this email address in case of issues : WorkflowAutomation@factset.com

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

BookBuilder - Create Book from Template

This endpoint retrieves book status, book name, and book ID for ticker requested in JSON format. This end-point accepts ticker and template_id as inputs. If the template_id input is not used, a book will be created with FactSet's default template.
BookBuilder - Get Book List

Retrieves the list of books that were previously created and are available in the client's book library
BookBuilder - Get PDF

This endpoint will return the PDF output given a book_id.
BookBuilder - Get Template List

A template is a predefined list of content to be compiled in a PDF. This end point works without any parameters and retrieves the list of templates available for the user. Templates need to defined/created in FactSet workstation.
NER - Entities

Extract named entities from document text.
Signals - Adaptive Card

Fetch Microsoft's Adaptive Cards, which includes headlines and event details data plus hyperlinks to FactSet reports, based on the filtering criteria
Signals - Details

Fetch Signals event headlines plus all additional event details based on the filtering criteria
Signals - Headlines

Fetch Signals event headlines based on the filtering criteria

BookBuilder - Create Book from Template

Operation ID:
CreateBookFromTemplate

This endpoint retrieves book status, book name, and book ID for ticker requested in JSON format. This end-point accepts ticker and template_id as inputs. If the template_id input is not used, a book will be created with FactSet's default template.

Parameters

Name Key Required Type Description
ticker
 ticker string

Ticker
template_id
 template_id string

Template ID

Returns

Name Path Type Description
status
 status string

Download Status
bookName
 bookName string

Book Name
bookID
 bookID string

Book ID

BookBuilder - Get Book List

Operation ID:
GetBookList

Retrieves the list of books that were previously created and are available in the client's book library

Returns

Name Path Type Description
array of object
bookID
 bookID integer

Book ID
book_name
 book_name string

Book Name
created_on
 created_on string

Created Date

BookBuilder - Get PDF

Operation ID:
GetPDF

This endpoint will return the PDF output given a book_id.

Parameters

Name Key Required Type Description
Book ID
 book_id True string

ID of the book to download

Returns

response
object

BookBuilder - Get Template List

Operation ID:
GetTemplateList

A template is a predefined list of content to be compiled in a PDF. This end point works without any parameters and retrieves the list of templates available for the user. Templates need to defined/created in FactSet workstation.

Returns

Name Path Type Description
array of object
template_id
 template_id string

Template ID
template_name
 template_name string

Template Name
created_on
 created_on string

Created Date
template_source
 template_source string

Template Source
type
 type string

type

NER - Entities

Operation ID:
NEREntities

Extract named entities from document text.

Parameters

Name Key Required Type Description
Text
 text True string

English plain text to extract named entities from. Maximum of 10,000 characters
Filter Entities
 filterEntities boolean

Drop lower probability entities using machine learning filtering rules.
Enable ID Lookup
 enableIdLookup boolean

Drop lower probability entities using machine learning filtering rules.

Returns

Name Path Type Description
entities
 entities array of object

Entities
type
 entities.type string

Entity Type
text
 entities.text string

Entity Text
startChar
 entities.startChar integer

Start Char
endChar
 entities.endChar integer

End Char
lookupText
 entities.lookupText string

Lookup Text
entityId
 entities.entityId string

Entity ID
lookupUrl
 entities.lookupUrl string

Lookup URL
associatedOrgs
 entities.associatedOrgs array of object

Associated Orgs
name
 entities.associatedOrgs.name string

Entity Name
entityId
 entities.associatedOrgs.entityId string

Entity ID
lookupUrl
 entities.associatedOrgs.lookupUrl string

Lookup URL

Signals - Adaptive Card

Operation ID:
GetAdaptiveCard

Fetch Microsoft's Adaptive Cards, which includes headlines and event details data plus hyperlinks to FactSet reports, based on the filtering criteria

Parameters

Name Key Required Type Description
Signal IDs
 signalIds string

Comma delimited list of signals
IDs
 ids string

Comma delimited string of identifiers.
User Relevance Score Greater Than
 userRelevanceScore[gt] float

Lower bound for filtering by userRelevanceScore
Sort
 sort string

Comma delimited string of sortable attributes.
User Relevance Score Less Than
 userRelevanceScore[lt] float

Upper bound for filtering by userRelevanceScore
User Relevance Score Less Than Or Equal To
 userRelevanceScore[lte] float

Less than or equal to userRelevanceScore
Greater than or equal to userRelevanceScore
 userRelevanceScore[gte] float

User Relevance Score Greater Than Or Equal To
Update Date Greater Than
 updated[gt] date-time

Lower bound for filtering by Update Date. Example, 2021-01-01T00:00:00.000Z
Update Date Less Than
 updated[lt] date-time

Upper bound for filtering by Update Date. Example, 2021-01-01T00:00:00.000Z
Created Date Greater Than or Equal To
 created[gte] date-time

Greater than or equal to create date. Example, 2021-01-01T00:00:00.000Z
Update Date Greater Than or Equal To
 updated[gte] date-time

Greater than or equal to update date. Example, 2021-01-01T00:00:00.000Z
Create Date Less Than or Equal To
 created[lte] date-time

Less than or equal to create date. Example, 2021-01-01T00:00:00.000Z
Update Date Less Than or Equal To
 updated[lte] date-time

Less than or equal to update date. Example, 2021-01-01T00:00:00.000Z
Portfolios
 portfolios string

Name of a portfolio file stored by FactSet
Themes
 themes string

Comma delimited string of theme ids.
Categories
 categories string

Comma delimited string of category ids.

Returns

Name Path Type Description
data
 data array of object

data
requestId
 data.requestId string

Request ID
signalId
 data.signalId string

Signal ID
signalRequestId
 meta.signalRequestId string

Signal Request ID
sort
 meta.sort array of string

Sort
total
 meta.pagination.total integer

Total Signals
isEstimatedTotal
 meta.pagination.isEstimatedTotal boolean

Estimated Total
additionalProp1
 meta.idResolutions.tickerRegion.additionalProp1 string

Additional Properties 1
additionalProp2
 meta.idResolutions.tickerRegion.additionalProp2 string

Additional Properties 2
additionalProp3
 meta.idResolutions.tickerRegion.additionalProp3 string

Additional Properties 3
additionalProp1
 meta.idResolutions.regionalPermId.additionalProp1 string

Additional Properties 1
additionalProp2
 meta.idResolutions.regionalPermId.additionalProp2 string

Additional Properties 2
additionalProp3
 meta.idResolutions.regionalPermId.additionalProp3 string

Additional Properties 3
gt
 meta.dateRange.created.gt string

Greater Than
gt
 meta.dateRange.updated.gt string

Greater Than
errors
 errors array of object

Errors
id
 errors.id string

Error ID
code
 errors.code string

Error Code
title
 errors.title string

Error Title
detail
 errors.detail string

Error Detail
parameter
 errors.source.parameter string

parameter

Signals - Details

Operation ID:
GetDetails

Fetch Signals event headlines plus all additional event details based on the filtering criteria

Parameters

Name Key Required Type Description
Signal IDs
 signalIds string

Comma delimited list of signals
IDs
 ids string

Comma delimited string of identifiers. An identifier can be a ticker, FactSet entity id, CUSIP or ISIN.
User Relevance Score Greater Than
 userRelevanceScore[gt] float

Lower bound for filtering by userRelevanceScore. Example, 2021-01-01T00:00:00.000Z
Sort
 sort string

Comma delimited string of sortable attributes.
User Relevance Score Less Than
 userRelevanceScore[lt] float

Upper bound for filtering by userRelevanceScore
User Relevance Score Less Than or Equal
 userRelevanceScore[lte] float

Less Than or Equal User Relevance Score
User Relevance Score Greater Than Or Equal To
 userRelevanceScore[gte] float

Greater Than or Equal User Relevance Score
Update Date Greater Than
 updated[gt] date-time

Lower bound for filtering by Update Date. Example, 2021-01-01T00:00:00.000Z
Update Date Less Than
 updated[lt] date-time

Upper bound for filtering by Update Date. Example, 2021-01-01T00:00:00.000Z
Created Date Greater Than or Equal To
 created[gte] date-time

Greater Than or Equal to Create Date. Example, 2021-01-01T00:00:00.000Z
Update Date Greater Than or Equal To
 updated[gte] date-time

Greater Than or Equal to Update Date. Example, 2021-01-01T00:00:00.000Z
Created Date Less Than or Equal to
 created[lte] date-time

Less Than or Equal to Created Date. Example, 2021-01-01T00:00:00.000Z
Update Date Less Than or Equal To
 updated[lte] date-time

Less than or equal to Update Date. Example, 2021-01-01T00:00:00.000Z
Portfolios
 portfolios string

Name of a portfolio file stored by FactSet.
Themes
 themes string

Comma delimited string of theme ids.
Categories
 categories string

Comma delimited string of category ids.

Returns

Name Path Type Description
data
 data array of object

data
requestId
 data.requestId string

Request ID
signalId
 data.signalId string

Signal ID
signalName
 data.signalName string

Signal Name
theme
 data.theme string

Signal Theme
source
 data.source string

Signal Source
eventId
 data.eventId string

Signal Event ID
eventDate
 data.eventDate string

Signal Event Date
summary
 data.summary string

Signal Summary
userRelevanceScore
 data.userRelevanceScore float

User Relevance Score
created
 data.created string

Created Date
updated
 data.updated string

Updated Date
signalRequestId
 meta.signalRequestId string

Signal Request ID
sort
 meta.sort array of string

Sort
total
 meta.pagination.total integer

Total Signals
isEstimatedTotal
 meta.pagination.isEstimatedTotal boolean

Estimated Total
additionalProp1
 meta.idResolutions.tickerRegion.additionalProp1 string

Additional Properties 1
additionalProp2
 meta.idResolutions.tickerRegion.additionalProp2 string

Additional Properties 2
additionalProp3
 meta.idResolutions.tickerRegion.additionalProp3 string

Additional Properties 3
additionalProp1
 meta.idResolutions.regionalPermId.additionalProp1 string

Additional Properties 1
additionalProp2
 meta.idResolutions.regionalPermId.additionalProp2 string

Additional Properties 2
additionalProp3
 meta.idResolutions.regionalPermId.additionalProp3 string

Additional Properties 3
gt
 meta.dateRange.created.gt string

Greater Than
gt
 meta.dateRange.updated.gt string

Greater Than
errors
 errors array of object

errors
id
 errors.id string

Error ID
code
 errors.code string

Error Code
title
 errors.title string

Error Title
detail
 errors.detail string

Error Detail
parameter
 errors.source.parameter string

parameter

Signals - Headlines

Operation ID:
GetHeadlines

Fetch Signals event headlines based on the filtering criteria

Parameters

Name Key Required Type Description
Created Date Greater Than
 created[gt] date-time

Lower bound for filtering by created date. Example, 2021-01-01T00:00:00.000Z
Created Date Less Than
 created[lt] date-time

Upper bound for filtering by created date. Example, 2021-01-01T00:00:00.000Z
Signal IDs
 signalIds string

Comma delimited list of signals
IDs
 ids string

Comma delimited string of identifiers. An identifier can be a ticker, FactSet entity id, CUSIP or ISIN
User Relevance Score Greater Than
 userRelevanceScore[gt] float

Lower bound for filtering by userRelevanceScore
User Relevance Score Less Than
 userRelevanceScore[lt] float

Upper bound for filtering by userRelevanceScore
Sort
 sort string

Comma delimited string of sortable attributes
User Relevance Score Greater Than Or Equal To
 userRelevanceScore[gte] float

Greater than or equal to userRelevanceScore
User Relevance Score Less Than Or Equal To
 userRelevanceScore[lte] float

Less than or equal to userRelevanceScore
Update Date Greater Than
 updated[gt] date-time

Lower bound for filtering by update date. Example, 2021-01-01T00:00:00.000Z
Update Date Less Than
 updated[lt] date-time

Upper bound for filtering by update date. Example, 2021-01-01T00:00:00.000Z
Created Date Greater Than or Equal To
 created[gte] date-time

Greater than or equal to create date. Example, 2021-01-01T00:00:00.000Z
Update Date Greater Than or Equal To
 updated[gte] date-time

Greater than or equal to update date. Example, 2021-01-01T00:00:00.000Z
Create Date Less Than or Equal To
 created[lte] date-time

Less than or equal to create date. Example, 2021-01-01T00:00:00.000Z
Update Date Less Than or Equal To
 updated[lte] date-time

Less than or equal to update date. Example, 2021-01-01T00:00:00.000Z
Portfolios
 portfolios string

Name of a portfolio file stored by FactSet
Themes
 themes string

Comma delimited list of theme ids
Categories
 categories string

Comma delimited list of categories

Returns

Name Path Type Description
data
 data array of object

data
requestId
 data.requestId string

Request ID
signalId
 data.signalId string

Signal ID
signalName
 data.signalName string

Signal Name
theme
 data.theme string

Signal Theme
source
 data.source string

Signal Source
eventId
 data.eventId string

Signal Event ID
eventDate
 data.eventDate string

Signal Event Date
summary
 data.summary string

Signal Summary
userRelevanceScore
 data.userRelevanceScore float

User Relevance Score
created
 data.created string

Created Date
signalRequestId
 meta.signalRequestId string

Signal Request ID
sort
 meta.sort array of string

Sort
total
 meta.pagination.total integer

Total Signals
isEstimatedTotal
 meta.pagination.isEstimatedTotal boolean

Estimated Total
additionalProp1
 meta.idResolutions.tickerRegion.additionalProp1 string

Additional Properties 1
additionalProp2
 meta.idResolutions.tickerRegion.additionalProp2 string

Additional Properties 2
additionalProp3
 meta.idResolutions.tickerRegion.additionalProp3 string

Additional Properties 3
additionalProp1
 meta.idResolutions.regionalPermId.additionalProp1 string

Additional Properties 1
additionalProp2
 meta.idResolutions.regionalPermId.additionalProp2 string

Additional Properties 2
additionalProp3
 meta.idResolutions.regionalPermId.additionalProp3 string

Additional Properties 3
gt
 meta.dateRange.created.gt string

Greater Than
gt
 meta.dateRange.updated.gt string

Greater Than
errors
 errors array of object

errors
id
 errors.id string

Error ID
code
 errors.code string

Error Code
title
 errors.title string

Error Title
detail
 errors.detail string

Error Detail
parameter
 errors.source.parameter string

parameter

Definitions

object

This is the type 'object'.