FACTSET Fa'asa'o Sa'o O Fe'au Fe'au API Software
Fa'amatalaga o oloa
Fa'amatalaga
- Igoa o oloa: Fa'asa'o sa'o o Fe'au Fe'au API
- Fa'aliliuga: 1.0
- Tusi Taiala a le Fa'atonu ma Fa'amatalaga Aso: Aukuso 2023
Fa'aosofiaga
O le faaosofiaga i tua o le Direct Streaming of Transaction Messages API o le tuʻuina atu lea o se auala e faʻafesoʻotaʻi ai faʻamaumauga mai soʻo se kamupani o loʻo tuʻuina atu le OMS ma tuʻufaʻatasia faʻamatalaga fefaʻatauaʻiga ma le FactSet's real-time Portfolio Management Platform (PMP) mo le vaʻavaʻai o faila, faʻataʻitaʻiga fefaʻatauaʻiga, faʻatagaga faʻatinoga, ma auʻiliʻiliga o tupe maua. .
Polokalame API
Ua umaview
O le API Polokalama e taulaʻi muamua i le afi suʻesuʻe auʻiliʻili ma ua faʻalauteleina e aofia ai isi masini auiliiliga, oloa, ma API mai iunite pisinisi eseese.
O loʻo tuʻuina atu e le polokalame mea nei:
- Fa'asa'o sa'o o Fe'au Fe'au API
APIs uma o loʻo talimalo i lalo https://api.factset.com. E fa'atautaia le fa'amaoni e fa'aaoga ai API Ki, ma fa'ataga e fa'aaoga e fa'aaoga ai le FactSet's in-house subscription product. Mo nisi fa'amatalaga ile fa'aogaina o API Ki, fa'amolemole asiasi https://developer.factset.com/authentication.
Fa'amolemole maitau ole talosaga a le HTTP ma igoa ole ulu ole tali e tatau ona manatu ile mataupu e le maaleale ile HTTP Standard. E fautuaina e aua ne'i fa'alagolago i mata'itusi fa'atusa o ulutala i lau code.
Fa'atonuga o le Fa'aaogaina o Mea
DSoTM API
Tuuina atu o Faamaumauga
- Ina ia tuʻuina atu faʻamaumauga o fefaʻatauaiga, faʻaaoga le pito lea:
- POST /analytics/dsotm/v1/transactions
Talosaga Ulu
- Fa'atagaga
Ulutala HTTP masani. O le tau e mana'omia le fa'aogaina o le 'Basic' format. - Ituaiga-ituaiga
Ulutala HTTP masani. O le tau e manaʻomia ona faʻamaonia o le talosaga / JSON e faʻaalia ai o le tino o loʻo i le JSON format.
Fa'afitauli
Mo fa'amatalaga fa'afitauli, fa'amolemole va'ai le vaega 4 o le Tusita'iala ma Fa'asinoga a le Fa'atonu.
Fa'afou le version
O fa'amatalaga e uiga i fa'afouga fa'afouga e mafai ona maua i le vaega 5 o le Tusita'iala ma Fa'asinomaga a le Developer.
FAQ
- F: O le a le fa'amoemoega o le Fa'asalalau Tu'usa'o o Fe'au Fe'au API?
A: O le fa'amoemoe o le Direct Streaming of Transaction Messages API o le fa'afeso'ota'i lea o fa'amatalaga tau fefa'ataua'iga mai so'o se kamupani o lo'o tu'uina atu le OMS ma le FactSet's Portfolio Management Platform mo le va'aiga o fa'asoa, fa'ata'ita'iga tau fefa'ataua'iga, fa'atatauga fa'atinoga, ma au'ili'iliga o tupe maua. - F: O fea e mafai ona ou maua ai nisi faʻamatalaga e uiga i le faʻaogaina o API Keys?
A: E mafai ona maua nisi fa'amatalaga e uiga i le fa'aogaina o API Keys ile https://developer.factset.com/authentication.
Fa'aosofiaga
I le 1997, na faʻalauiloa ai e FactSet le Portfolio Analysis 1.0, lea na faʻavaeina ai le faʻavae mo Faʻamatalaga. I se taimi mulimuli ane, o le Portfolio Analysis 2.0 ua tuʻufaʻatasia auʻiliʻiliga faʻalavelave mai le au faʻatau vaega lona tolu, ona faʻalauteleina lea e aofia ai Tupe Maua Faʻamau i le 2004. FactSet ua ofoina atu nei se suʻega malosi o oloa faʻapipiʻi faʻapipiʻi tele-asset e taʻitaʻia le maketi i le fetuutuunai, auiliiliga, ma le lautele. I aso nei, o lo'o fa'alagolago le au fa'atau i FactSet mo au'ili'iliga fa'afeso'ota'i e ala i oloa eseese, e pei o le Portfolio Analysis (PA), SPAR, Alpha Testing, Optimizers, ma le Portfolio Dashboard, fa'apea fo'i ma le tufatufaina o au'ili'ili e ala i le Portfolio Batcher, Publisher Flat. Files, ma le Lomiga pepa.
Polokalame API
Ua umaview
O loʻo agai atu tagata faʻatau i le fausiaina o se fofo masani, faʻamalosia e le manaʻoga e faʻateleina le gaosiga e ala i le tuʻufaʻatasia o faʻamatalaga i totonu o se faʻaoga tasi. E ala i le fa'aalia o au'ili'iliga, fa'atinoga, ma tulaga lamatia e ala i APIs, e tu'uina atu ai ia te oe se auala fa'apitoa e fegalegaleai ai ma fa'ata'ita'iga fa'apitoa a le FactSet. A o faʻaauau pea ona manaʻomia e le maketi le manino ma faʻamaumauga, o le FactSet o le a tuʻuina atu filifiliga fetuutuunai e faʻafetaui ai na manaʻoga. O API e faʻapipiʻi le auʻiliʻili suʻega o loʻo i ai nei ma faʻafaigofie faiga faʻapaʻaga e ala i le faʻatagaina oe e fausia ni faʻamatalaga patino, faʻapipiʻi ma meafaigaluega BI lona tolu e pei o Tableau, ma isi vaega faʻamaumauga e pei o le RStudio, ma faʻateleina le pulea o le faʻaogaina o totonu o auʻiliʻiliga mai FactSet.
O le stage o le fa'aaliaina o Analytics APIs o le a taula'i atu i le afi su'esu'e au'ili'ili. Talu mai lona amataga, o le polokalame ua faʻalauteleina e aofia ai isi masini auiliiliga, oloa, ma API mai isi iunite pisinisi.
O loʻo tuʻuina atu e le polokalame mea nei:
- Mea faigaluega atia'e e fausia ai fa'amaoniga o manatu
- Fa'alogoga tutusa i fa'alapotopotoga uma o le FactSet APIs
- Fa'ata'ita'i i tulaga fa'a alamanuia
- API fa'aliliu
- Tele fa'amaumauga ma a'oa'oga i luga ole faitoto'a o le atina'e
Fa'asa'o sa'o o Fe'au Fe'au API
- Fa'afeso'ota'i fa'amaumauga mai so'o se kamupani a le OMS e tu'ufa'atasia au fa'amatalaga tau fefa'ataua'iga ma le FactSet's real-time Portfolio Management Platform (PMP) mo le va'aiga o fa'asoa ma fa'ata'ita'iga tau fefa'ataua'iga, po'o le fa'aaogaina i le mamana Portfolio Analytics Engine for Performance Attribution and Returns analysis.
- APIs uma o loʻo talimalo i lalo https://api.factset.com. E fa'atautaia le fa'amaoni e fa'aaoga ai API Ki ma fa'ataga e fa'aaoga e fa'aaoga ai le FactSet's in-house subscription product. E mafai ona e mauaina nisi fa'amatalaga e uiga i le fa'aogaina o API Keys ile https://developer.factset.com/authentication.
Talosaga HTTP ma igoa fa'aulu o tali e tatau ona manatu e le'o fa'atatau ile HTTP Standard. Fa'amolemole 'aua ne'i fa'alagolago i mata'itusi fa'atusa o ulutala i lau fa'ailoga.
Tuuina atu o Faamaumauga
Tuuina atu Fefaatauaiga
POST /analytics/dsotm/v1/transactions
E talia e lenei mea fa'ai'uga fa'amaumauga o fefa'atauaiga ma tusi i le taimi lava e tasi i le OMS_OFDB fa'apitoa ma fa'aavanoaina i le talosaga PMP.
Talosaga Ulu
| Ulutala igoa | Fa'amatalaga |
| Fa'atagaga | Ulutala HTTP masani. E mana'omia le fa'aoga o le 'Basic 'faatulagaga. |
| anotusi-Ituaiga | Ulutala HTTP masani. O le tau e manaʻomia e faʻamaonia ai le talosaga / JSON (faʻapea, e manaʻomia e le tagata valaʻau ona faʻamaonia o le tino o loʻo i le JSON format). |
Tino talosaga
E talia e le tino talosaga se aofa'iga o fa'asologa fa'atatau. O fa'asologa o lo'o fa'amatala atu i lalo:
| Igoa Parameter | Ituaiga fa'amaumauga | Manaomia | Fa'amatalaga | Fa'asologa |
| fa'asalaga | Fa'asologa | Leai | Lisi o fa'amaumauga o fa'atinoga | O lo'o maua fa'amaumauga au'ili'ili iinei |
| tu'uga | Fa'asologa | Leai | Lisi o fa'amaumauga tu'u | O lo'o maua fa'amaumauga au'ili'ili iinei |
| poloaiga | Fa'asologa | Leai | Lisi o fa'amaumauga o fa'atonuga | O lo'o maua fa'amaumauga au'ili'ili iinei |
Ulutala tali
| Ulutala igoa | Fa'amatalaga |
| X-DataDirect-Talosaga-Ki | Ulutala autu ole talosaga a FactSet. |
| X-FactSet-Api-Talosaga-Ki | Ki e iloa tulaga ese ai se talosaga API Analytics. Fa'atoa maua pe a mae'a fa'amaonia fa'amaoni. |
| X-FactSet-Api-RateLimit-Limit | Numera o talosaga fa'atagaina mo le fa'amalama o le taimi. |
| X-FactSet-Api-RateLimit-Toe | Numera o talosaga o totoe mo le faamalama o le taimi. |
| X-FactSet-Api-RateLimit-Reset | Numera o sekone o lo'o totoe se'ia toe fa'agata le tau. |
Toe fo'i
| HTTP code tulaga | Fa'amatalaga |
| 202 | Tali fa'amoemoeina. |
| 400 | Le tino POST le aoga. |
| 401 | Ua misi pe le aoga le fa'amaoni. |
| 403 | E fa'asa le tagata fa'aoga fa'atasi ma fa'amaumauga o iai nei. |
| 415 | O lo'o misi/le aoga Ulua'i Tulaga-ituaiga. E tatau ona seti le ulutala ile application/json. |
| 429 | Ua ausia le tapulaa tau tupe. Toe taumafai talosaga pe a uma ona fa'atali le taimi ua fa'ailoa mai i le ulutala toe taumafai-ina ua uma. |
| 500 | Sese server. Fa'amau le ulutala X-DataDirect-Request-Key e fesoasoani i le fa'afitauli. |
| 503 | Taimi ua uma le talosaga. Toe taumafai le talosaga i se taimi. |
Fa'amatalaga
Ole maualuga ole 50 POST ole talosaga e fa'atagaina ile 5-lua fa'amalama mo API ta'itasi. E mafai fo'i ona fa'amaonia le fa'aogaina o fa'aulutala eseese Rate-Limit o lo'o maua ile tali API.
- X-FactSet-Api-RateLimit-Limit – Numera o talosaga fa'atagaina mo le fa'amalama o le taimi.
- X-FactSet-Api-RateLimit-Toe - Numera o talosaga na totoe mo le faamalama o le taimi.
- X-FactSet-Api-RateLimit-Reset – Numera o sekone o totoe seia toe setiina le tapulaa tau.
Examples
Talosaga:
POST https://api.factset.com/analytics/dsotm/v1/transactions.
Ulutala:
- mea-ituaiga: talosaga/json
- Fa'atagaga: Fa'avae RkRTX0RFTU9fVVMt******************************
- Talia-fa'ailoga: gzip
- anotusi-umi: 201
Tino:
Tali:
HTTP 202 Talia
Ulutala:
- x-faamatalaga tuusao-talosaga-ki: zpdo6aebv58fiaoi
- x-factset-api-request-key: 6p2d41m4sw1yfh0h
Fa'amaumauga Fa'amau
Foafoaga Fa'asalaga
| Elemene | Ituaiga | Fa'amatalaga | Fa'atulafonoina |
| faila | manoa | Le igoa faila. Fa'ata'ita'iga: CLIENT:/DEMO.OFDB | IOE |
| transaction-id | manoa | ID tulaga ese mo le fefaʻatauaiga | IOE |
| faailoga | manoa | Fa'ailoga e fetaui ma le meafaigaluega fa'atau. Fa'ata'ita'iga: AAPL | IOE |
| fa'amatalaga | manoa | E masani lava o se igoa, Ex: FACTSET RESEARCH SYSTEMS, ae mafai ona sili atu ona faʻamatalaina mo faʻamatalaga. | IOE |
| ituaiga fefaataua'iga | manoa | BL (Fa'atau Umi), BC (Fa'atau e fa'ava'a), SL (Fa'atau Umi) ma SS (Fa'atau Puupuu) | IOE |
| tulaga | manoa | ACCT poo CNCL, faapuupuu mo ACCOUNTED ma CANCELED | IOE |
| aso fefaatauai | manoa | Aso fefa'ataua'iga o lo'o i le faatulagaga YYYYMMDD | IOE |
| fa'asologa o fefa'atauaiga | Opeopea | Sea ua uma ona oka ae lei faatinoina | LEAI |
| aofaiga | Opeopea | Ole aofa'i ole meafaigaluega na fa'atau | IOE |
| upega | Opeopea | Tau tinoitupe o le fefa'ataua'iga, fa'amama le tau fa'atau. | IOE |
| leaga | Opeopea | Tau tinoitupe o le fefaʻatauaiga, e aofia ai tau faʻatau. | IOE |
| tau fa'amautu | Opeopea | O le tau tinoitupe o le fefaʻatauaʻiga o se tau ua faʻateleina i se fua faatatau FX talafeagai e faʻaliliu ai le fefaʻatauaʻiga na tusi i tupe faʻapitonuʻu i le lipoti o tupe. | IOE |
| aso e faamautu ai | manoa | Aso fa'amautu ile YYYYMMDD format | IOE |
| tupe | manoa | Le fa'ailoga tupe o fanua fa'atauina tupe, Aofa'i Tupe ma Aofa'i Aofa'i. | IOE |
| fesuiaiga o tupe mai fafo | Opeopea | Fuafuaga FX e mafai ona pikiina e le PA, faʻateleina ma le tinoitupe tau fanua, Net, Gross, e faʻatagaina PA e faʻaalia fefaʻatauaiga i le lipotia o tupe. | LEAI |
| settlement currency iso | manoa | Fa'ailoga tupe mo le Fa'ato'aga Tau | IOE |
| fa'atonu | manoa | O le fa'ailoga tulaga ese o le Poloaiga ua saunia e le PM Hub. Fa'ata'ita'iga: O_FDS_010623_1686393260254 | LEAI |
| matuaId | manoa | Faailoga tulaga ese o le Poloaiga a Matua e saunia e le OMS. | LEAI |
Fa'atonuga
| Elemene | Ituaiga | Fa'amatalaga | Fa'atulafonoina |
| faila | manoa | Le igoa faila. Fa'ata'ita'iga: CLIENT:/DEMO.OFDB | IOE |
| transaction-id | manoa | ID tulaga ese mo le fefaʻatauaiga | IOE |
| faailoga | manoa | Fa'ailoga e fetaui ma le meafaigaluega fa'atau. Fa'ata'ita'iga: AAPL | IOE |
| fa'amatalaga | manoa | E masani lava o se igoa, Ex: FACTSET RESEARCH SYSTEMS, ae mafai ona sili atu ona faʻamatalaina mo faʻamatalaga. | IOE |
| ituaiga fefaataua'iga | manoa | BL (Fa'atau Umi), BC (Fa'atau e fa'ava'a), SL (Fa'atau Umi) ma SS (Fa'atau Puupuu) | IOE |
| tulaga | manoa | ACCT poo CNCL, faapuupuu mo ACCOUNTED ma CANCELED | IOE |
| aso fefaatauai | manoa | Aso fefa'ataua'iga o lo'o i le faatulagaga YYYYMMDD | IOE |
| fefa'ataua'iga-lau'au | Opeopea | Sea ua uma ona oka ae lei faatinoina | LEAI |
| aofaiga | Opeopea | Ole aofa'i ole meafaigaluega na fa'atau | IOE |
| tupe iso | manoa | Le fa'ailoga tupe o fanua fa'atauina tupe, Aofa'i Tupe ma Aofa'i Aofa'i. | IOE |
| fesuiaiga o tupe mai fafo | Opeopea | Fuafuaga FX e mafai ona pikiina e le PA, faʻateleina ma le tinoitupe tau fanua, Net, Gross, e faʻatagaina PA e faʻaalia fefaʻatauaiga i le lipotia o tupe. | LEAI |
| oka Id | manoa | O le fa'ailoga tulaga ese o le Poloaiga ua saunia e le PM Hub. Fa'ata'ita'iga: O_FDS_010623_1686393260254 | LEAI |
Foafoaga Tulaga
| Elemene | Ituaiga | Fa'amatalaga | Fa'atulafonoina |
| faila | manoa | Le igoa faila. Fa'ata'ita'iga: CLIENT:/DEMO.OFDB | IOE |
| transaction-id | manoa | ID tulaga ese mo le fefaʻatauaiga | IOE |
| faailoga | manoa | Fa'ailoga e fetaui ma le meafaigaluega fa'atau. Fa'ata'ita'iga: AAPL | IOE |
| fa'amatalaga | manoa | E masani lava o se igoa, Ex: FACTSET RESEARCH SYSTEMS, ae mafai ona sili atu ona faʻamatalaina mo faʻamatalaga. | IOE |
| ituaiga fefaataua'iga | manoa | BL (Fa'atau Umi), BC (Fa'atau e fa'ava'a), SL (Fa'atau Umi) ma SS (Fa'atau Puupuu) | IOE |
| tulaga | manoa | ACCT poo CNCL, faapuupuu mo ACCOUNTED ma CANCELED | IOE |
| aso fefaatauai | manoa | Aso fefa'ataua'iga o lo'o i le faatulagaga YYYYMMDD | IOE |
| fefa'ataua'iga-lau'au | Opeopea | Sea ua uma ona oka ae lei faatinoina | LEAI |
| aofaiga | Opeopea | Ole aofa'i ole meafaigaluega na fa'atau | IOE |
| tupe iso | manoa | Le fa'ailoga tupe o fanua fa'atauina tupe, Aofa'i Tupe ma Aofa'i Aofa'i. | IOE |
| fesuiaiga o tupe mai fafo | Opeopea | Fuafuaga FX e mafai ona pikiina e le PA, faʻateleina ma le tinoitupe tau fanua, Net, Gross, e faʻatagaina PA e faʻaalia fefaʻatauaiga i le lipotia o tupe. | LEAI |
| settlement currency iso | manoa | Fa'ailoga tupe mo le Fa'ato'aga Tau | IOE |
| oka Id | manoa | O le fa'ailoga tulaga ese o le Poloaiga ua saunia e le PM Hub. Fa'ata'ita'iga: O_FDS_010623_1686393260254 | LEAI |
| matua Id | manoa | Faailoga tulaga ese o le Poloaiga a Matua e saunia e le OMS. | LEAI |
Fa'afitauli
O laasaga nei e fautuaina e foia ai mea sese mai soʻo se API eseese:
- Faamaumau le ulutala tali X-DataDirect-Request-Key ina ia mafai e le vaega inisinia API a le FactSet ona iloilo lau talosaga/tali patino.
- Faamaumau le tino tali pe a fai o le tali o se tali sese. O tulafono uma o le HTTP e tutusa ma sili atu i le 400 ua manatu o tali sese.
- Aapa atu i lau 'au fa'amatalaga ma fa'amatalaga o lo'o i luga mo se fesoasoani.
Fa'afou le version
- FactSet o le a lagolagoina lomiga API tuai mo se taimi faatapulaa. Ole taimi ole lagolago ole a fa'alagolago ile API ma le fa'asa'oloto stage (ie, beta po'o le gaosiga). O suiga uma e gau, fa'aopoopoga o galuega, ma fa'aleleia o pusa i fa'asologa muamua o le a fa'amauina i le changelog.
- FactSet's API inisinia 'au o le a galulue ma tagata fa'atau e fa'amautinoa le sologa lelei o suiga i lomiga fou.
Puletaofia © 2023 FactSet Research Systems Inc. Ua taofia aia tatau uma.
FactSet Research Systems Inc. | www.factset.com.
Pepa / Punaoa
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FACTSET Fa'asa'o Sa'o O Fe'au Fe'au API Software [pdf] Taiala mo Tagata Fa'aoga Version 1.0, Fa'asa'o Sa'o O Fe'au Fe'au API Polokalama, Fa'asalalauina O Fe'au Fe'au API Polokalama, Fa'amatalaga Fa'amatalaga API Software, Savali API Software, API Software, Software |