Partilhar via


FactSet (Preview)

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

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

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

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

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

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

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

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

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'.