FACTSET Direct Phallela Of Transaction Melaetsa API Software
Tlhahisoleseding ya Sehlahiswa
Litlhaloso
- Lebitso la Sehlahiswa: Phallela ka ho Otloloha ea Transaction Messages API
- Mofuta: 1.0
- Bukana ea Moqapi le Letsatsi la Tšebeliso: Phato 2023
Khothatso
Sepheo se ka morao ho Phallo e tobileng ea Melaetsa ea Transaction API ke ho fana ka mokhoa oa ho hokahanya lirekoto ho tsoa ho mofani ofe kapa ofe oa OMS le ho kopanya lintlha tsa khoebo le FactSet's real-time Portfolio Management Platform (PMP) bakeng sa bolebeli ba potefolio, papiso ea khoebo, tlhahiso ea ts'ebetso, le tlhahlobo ea meputso. .
Lenaneo la API
Fetileview
Lenaneo la API qalong le tsepamisitse maikutlo ho enjene ea li-portfolio analytics mme e atolohile ho kenyelletsa lienjineri tse ling tsa analytics, lihlahisoa le li-API tse tsoang litsing tse fapaneng tsa khoebo.
Lenaneo le fana ka tse latelang:
- Phallela ka ho Otloloha ea Transaction Messages API
Li-API tsohle li tšoaroa tlas'a https://api.factset.com. Netefatso e sebetsoa ho sebelisoa Linotlolo tsa API, 'me tumello e sebetsoa ho sebelisoa sehlahisoa sa lipeeletso sa ka tlung sa FactSet. Ho fumana lintlha tse ling mabapi le ho sebelisa linotlolo tsa API, ka kopo etela https://developer.factset.com/authentication.
Ka kopo hlokomela hore kopo ea HTTP le mabitso a lihlooho tsa karabo li lokela ho nkoa e le tse sa tsotelleng ho latela HTTP Standard. Ho kgothaletswa hore o se ke wa itshetleha ka ho nyallana ha dihlooho ho khoutu ya hao.
Litaelo tsa Tšebeliso ea Sehlahisoa
DSoTM API
Ho fana ka Litlaleho
- Ho fana ka lirekoto tsa transaction, sebelisa ntlha e latelang:
- POST /analytics/dsotm/v1/transactions
Kopa Lihlooho
- Authorization
Sehlooho se tloaelehileng sa HTTP. Boleng bo hloka ho sebelisa sebopeho sa 'Basic'. - Mofuta oa Likahare
Sehlooho se tloaelehileng sa HTTP. Boleng bo tlameha ho hlalosoa e le kopo/JSON ho bontša hore 'mele o ka sebopeho sa JSON.
Ho batle phoso
Bakeng sa lintlha tsa ho rarolla mathata, ka kopo sheba karolo ea 4 ea Buka ea Moqapi le Reference.
Ntlafatso ea Phetolelo
Lintlha mabapi le lintlafatso tsa liphetolelo li ka fumanoa karolong ea 5 ea Buka ea Moqapi le Reference.
LBH
- Q: Sepheo sa Direct Phallela ea Transaction Messages API ke eng?
K: Sepheo sa API ea Phallo ka ho Otloloha ea Melaetsa ea Ts'ebetso ke ho hokahanya lintlha tsa khoebo ho tsoa ho mofani ofe kapa ofe oa OMS le Sethala sa Tsamaiso ea Photefolio ea FactSet bakeng sa bolebeli ba potefolio, papiso ea khoebo, tlhahiso ea ts'ebetso, le tlhahlobo ea meputso. - P: Nka fumana leseli le eketsehileng hokae mabapi le ho sebelisa linotlolo tsa API?
A: Lintlha tse ling mabapi le ho sebelisa linotlolo tsa API li ka fumanoa ho https://developer.factset.com/authentication.
Khothatso
Ka 1997, FactSet e ile ea tsebahatsa Portfolio Analysis 1.0, e ileng ea theha motheo oa Analytics. Nakoana ka mor'a moo, Portfolio Analysis 2.0 e kopantsoeng ea liphatlalatso tsa kotsi ho tsoa ho barekisi ba mekhatlo ea boraro, 'me ea atolosoa ho kenyelletsa Moputso o Fixed ka 2004. Hona joale FactSet e fana ka lisebelisoa tse matla tsa lihlahisoa tsa li-portfolio tsa lisebelisoa tse lebisang marakeng ka ho feto-fetoha ha maemo, li-analytics le bophara. Kajeno, bareki ba itšetleha ka FactSet bakeng sa litlhahlobo tse sebetsang ka lihlahisoa tse fapaneng, tse kang Portfolio Analysis (PA), SPAR, Alpha Testing, Optimizers, le Portfolio Dashboard, hammoho le ho ajoa ha litlhahlobo ka Portfolio Batcher, Publisher Flat. Files, le litokomane tsa Mohatisi.
Lenaneo la API
Fetileview
Bareki ba 'nile ba fallela ho haha tharollo e tloaelehileng, e tsamaisoang ke tlhokahalo ea ho eketsa tlhahiso ka ho kopanya boitsebiso ho phihlelo ea mosebedisi a le mong. Ka ho pepesa analytics, ts'ebetso, le kotsi ka li-API, e u fa mocha o tsoetseng pele oa ho sebelisana le FactSet e etellang pele litlhahlobo tsa matlotlo a mangata. Ha 'maraka o ntse o batla pepeneneng le data, FactSet e tla fana ka likhetho tse feto-fetohang ho fihlela litlhoko tseo. Li-API li tlatselletsa linyehelo tsa hajoale tsa analytics suite le ho tsamaisa tšebelisano 'moho ka ho u lumella ho theha liphihlelo tsa poraefete, ho kopanya le lisebelisoa tsa motho oa boraro tsa BI joalo ka Tableau, le liphutheloana tsa lipalo tsa mokha oa boraro joalo ka RStudio, le ho eketsa taolo holim'a ts'ebeliso ea kahare ea analytics ho tsoa ho FactSet.
Ea pele stagHo hlahisa li-API tsa Litlhahlobo ho tla tsepamisa maikutlo ho enjene ea liphotefolio. Ho tloha ha e qala, lenaneo le atolohile ho kenyelletsa lienjineri tse ling tsa analytics, lihlahisoa le li-API tse tsoang litsing tse ling tsa khoebo.
Lenaneo le fana ka tse latelang:
- Developer toolkit ho aha bopaki ba mohopolo
- Boikutlo bo tšoanang ho li-API tsohle tsa FactSet's enterprise-scale
- Ho khomarela litekanyetso tsa indasteri
- Li-API tse fetoletsoeng
- Litokomane tse pharaletseng le lithupelo ho portal ea nts'etsopele
Phallela ka ho Otloloha ea Transaction Messages API
- Hokela lirekoto tse tsoang ho mofani ofe kapa ofe oa OMS ho kopanya data ea hau ea khoebo le Sethala sa Potefolio Management Platform (PMP) sa nako ea nnete sa FactSet bakeng sa bolebeli ba potefolio le papiso ea khoebo, kapa ho sebelisoa ho Enjene e matla ea Litlhahlobo tsa Portfolio bakeng sa tlhahlobo ea Performance Attribution and Returns.
- Li-API tsohle li tšoaroa tlas'a https://api.factset.com. Netefatso e sebetsoa ho sebelisoa Linotlolo tsa API mme tumello e sebetsoa ho sebelisoa sehlahisoa sa lipeeletso sa ka tlung sa FactSet. U ka fumana lintlha tse ling mabapi le ho sebelisa linotlolo tsa API ho https://developer.factset.com/authentication.
Likopo tsa HTTP le mabitso a lihlooho tsa karabo li lokela ho nkoa e le tse sa tsotelleng joalo ka HTTP Standard. Ka kopo, u se ke ua itšetleha ka ho bapisa lihlooho ho khouto ea hau.
Ho fana ka Litlaleho
Kenya Litšebetso
POST /analytics/dsotm/v1/transactions
Qetello ena e amohela lirekoto tsa transaction mme ka nako e le 'ngoe e li ngolla potefoliong e boletsoeng OMS_OFDB mme e etsa hore li fumanehe ts'ebelisong ea PMP.
Kopa Lihlooho
| Lebitso la sehlooho | Tlhaloso |
| Authorization | Sehlooho se tloaelehileng sa HTTP. Boleng bo hloka ho sebelisa 'Basic 'fomate. |
| Litaba-Mofuta | Sehlooho se tloaelehileng sa HTTP. Boleng bo hloka ho hlakisa kopo/JSON (ke hore, moletsi o hloka ho hlakisa hore 'mele o ka sebopeho sa JSON). |
Kopa Mmele
Sehlopha sa kopo se amohela pokello ea lintlha tsa lipalo. Li-parameter li hlalositsoe ka tlase:
| Lebitso la parameter | Mofuta oa data | Ho hlokahala | Tlhaloso | Sebopeho |
| dipolao | Array | Che | Lethathamo la lirekoto tsa ts'ebetso | Lintlha tse qaqileng tsa likarolo tsa rekoto li fumaneha mona |
| tlhophiso | Array | Che | Lethathamo la lirekoto tsa ho beoa | Lintlha tse qaqileng tsa likarolo tsa rekoto li fumaneha mona |
| ditaelo | Array | Che | Lethathamo la lirekoto tsa odara | Lintlha tse qaqileng tsa likarolo tsa rekoto li fumaneha mona |
Lihlooho tsa Likarabo
| Lebitso la sehlooho | Tlhaloso |
| X-DataDirect-Kopo-Senotlolo | Sehlooho sa senotlolo sa kopo ea FactSet. |
| X-FactSet-Api-Request-Key | Senotlolo sa ho tsebahatsa kopo ea API ea Litlhahlobo. E fumaneha feela kamora netefatso e atlehileng. |
| X-FactSet-Api-RateLimit-Limit | Palo ea likopo tse lumelletsoeng bakeng sa fensetere ea nako. |
| X-FactSet-Api-RateLimit-Remaining | Palo ea likopo tse setseng bakeng sa fensetere ea nako. |
| X-FactSet-Api-RateLimit-Reset | Nomoro ea metsotsoana e setseng pele sekhahla se behoa bocha. |
E khutla
| Khoutu ea boemo ba HTTP | Tlhaloso |
| 202 | Karabelo e lebelletsoeng. |
| 400 | Setho sa POST se sa sebetseng. |
| 401 | Netefatso e sieo kapa e fosahetse. |
| 403 | Mosebelisi o thibetsoe ka mangolo a hajoale. |
| 415 | Hlooho e sieo/e Fosahetseng-Mofuta oa Likahare. Sehlooho se hloka ho hlophisoa ho application/json. |
| 429 | Sekhahla sa sekhahla se fihletsoe. Leka likopo hape ka mor'a ho ema nako e boletsoeng sehloohong sa ho leka hape. |
| 500 | Phoso ea seva. Kena hlooho ea X-DataDirect-Request-Key ho thusa ho rarolla mathata. |
| 503 | Kopo e feletsoe ke nako. Leka kopo hape kamora nako. |
Litlhaloso
Boholo ba likopo tsa POST tse 50 li lumelletsoe fensetereng ea metsotsoana e 5 bakeng sa API ka 'ngoe. E tšoanang e ka netefatsoa ho sebelisoa lihlooho tse fapaneng tsa Rate-Limit tse fumanehang karabong ea API.
- X-FactSet-Api-RateLimit-Limit - Palo ea likopo tse lumelletsoeng bakeng sa fensetere ea nako.
- X-FactSet-Api-RateLimit-Remaining - Palo ea likopo tse setseng bakeng sa fensetere ea nako.
- X-FactSet-Api-RateLimit-Reset - Palo ea metsotsoana e setseng ho fihlela moeli o beoa bocha.
Examples
Kopo:
PHOSO https://api.factset.com/analytics/dsotm/v1/transactions.
Lihlooho:
- mofuta oa litaba: kopo/json
- Tumello: Motheo RkRTX0RFTU9fVVMt**********************************
- Amohela-Khouto: gzip
- bolelele ba dikahare: 201
'Mele:
Karabo:
HTTP 202 E amohetsoe
Lihlooho:
- x-data-kopo-konotlolo e tobileng: zpdo6aebv58fiaoi
- x-factset-api-request-key: 6p2d41m4sw1yfh0h
Rekota Masimo
Pōpo ea Phethahatso
| Element | Mofuta | Tlhaloso | E tlamehang |
| potefolio | Khoele | Lebitso la potefolio. Mohlala: CLIENT:/DEMO.OFDB | EE |
| transaction-id | Khoele | ID e ikhethileng bakeng sa khoebo | EE |
| seka | Khoele | Letšoao le tsamaellanang le seletsa se rekisitsoeng. Mohlala: AAPL | EE |
| tlhaloso | Khoele | Hangata lebitso, Ex: FACTSET RESEARCH SYSTEMS, empa le ka hlalosa haholoanyane bakeng sa litlhahiso. | EE |
| mofuta oa khoebo | Khoele | BL (Reka Nako e telele), BC (Reka ho koahela), SL (Rekisa Nako e telele) le SS (Sell Short) | EE |
| boemo | Khoele | ACCT kapa CNCL, e khutšoanyane bakeng sa ACCOUNTED le CANCELED | EE |
| letsatsi la khoebo | Khoele | Letsatsi la khoebo le leng ka mokhoa oa YYYYMMDD | EE |
| makhasi a khoebo | Phallana | Likabelo tse laetsoeng le tse sa phethisoang | NO |
| chelete | Phallana | Bongata ba sesebelisoa se rekisoang | EE |
| nete | Phallana | Chelete ea chelete ea thekiso, chelete eohle ea litšenyehelo tsa khoebo. | EE |
| gross | Phallana | Chelete ea chelete ea khoebo, ho kenyeletsoa le litšenyehelo tsa barekisi. | EE |
| boleng ba ho rarolla | Phallana | Theko ea chelete ea khoebo ke boleng bo ekelitsoeng ka sekhahla se sebetsang sa FX ho fetolela khoebo e ngoliloeng ka chelete ea lehae hore e be chelete e tlalehang. | EE |
| letsatsi la ho lefa | Khoele | Letsatsi la ho lefa ka mokhoa oa YYYYMMDD | EE |
| chelete | Khoele | Khoutu ea chelete ea masimo a boleng ba chelete, Chelete ea Chelete le Chelete eohle. | EE |
| sekhahla sa phapanyetsano ea kantle ho naha | Phallana | Sekhahla sa FX se ka nkuoang ke PA, se atolosoa ka masimo a boleng ba chelete, Net, Gross, ho lumella PA ho bonts'a litšebelisano ka chelete ea tlaleho. | NO |
| chelete ea ho rarolla iso | Khoele | Chelete ea khoutu bakeng sa Settlement Value | EE |
| laela | Khoele | Sekhetho se ikhethileng sa Order se fanoe ke PM Hub. Mohlala: O_FDS_010623_1686393260254 | NO |
| motsoaliId | Khoele | Sekhetho se ikhethileng sa Taelo ea Batsoali e tla fanoa ke OMS. | NO |
Odara Pōpo
| Element | Mofuta | Tlhaloso | E tlamehang |
| potefolio | Khoele | Lebitso la potefolio. Mohlala: CLIENT:/DEMO.OFDB | EE |
| transaction-id | Khoele | ID e ikhethileng bakeng sa khoebo | EE |
| seka | Khoele | Letšoao le tsamaellanang le seletsa se rekisitsoeng. Mohlala: AAPL | EE |
| tlhaloso | Khoele | Hangata lebitso, Ex: FACTSET RESEARCH SYSTEMS, empa le ka hlalosa haholoanyane bakeng sa litlhahiso. | EE |
| mofuta oa khoebo | Khoele | BL (Reka Nako e telele), BC (Reka ho koahela), SL (Rekisa Nako e telele) le SS (Sell Short) | EE |
| boemo | Khoele | ACCT kapa CNCL, e khutšoanyane bakeng sa ACCOUNTED le CANCELED | EE |
| letsatsi la khoebo | Khoele | Letsatsi la khoebo le leng ka mokhoa oa YYYYMMDD | EE |
| kgwebisano-mahlaku | Phallana | Likabelo tse laetsoeng empa li sa etsoa | NO |
| chelete | Phallana | Bongata ba sesebelisoa se rekisoang | EE |
| chelete iso | Khoele | Khoutu ea chelete ea masimo a boleng ba chelete, Chelete ea Chelete le Chelete eohle. | EE |
| sekhahla sa phapanyetsano ea kantle ho naha | Phallana | Sekhahla sa FX se ka nkuoang ke PA, se atolosoa ka masimo a boleng ba chelete, Net, Gross, ho lumella PA ho bonts'a litšebelisano ka chelete ea tlaleho. | NO |
| laela Id | Khoele | Sekhetho se ikhethileng sa Order se fanoe ke PM Hub. Mohlala: O_FDS_010623_1686393260254 | NO |
Pōpo ea ho Beha
| Element | Mofuta | Tlhaloso | E tlamehang |
| potefolio | Khoele | Lebitso la potefolio. Mohlala: CLIENT:/DEMO.OFDB | EE |
| transaction-id | Khoele | ID e ikhethileng bakeng sa khoebo | EE |
| seka | Khoele | Letšoao le tsamaellanang le seletsa se rekisitsoeng. Mohlala: AAPL | EE |
| tlhaloso | Khoele | Hangata lebitso, Ex: FACTSET RESEARCH SYSTEMS, empa le ka hlalosa haholoanyane bakeng sa litlhahiso. | EE |
| mofuta oa khoebo | Khoele | BL (Reka Nako e telele), BC (Reka ho koahela), SL (Rekisa Nako e telele) le SS (Sell Short) | EE |
| boemo | Khoele | ACCT kapa CNCL, e khutšoanyane bakeng sa ACCOUNTED le CANCELED | EE |
| letsatsi la khoebo | Khoele | Letsatsi la khoebo le leng ka mokhoa oa YYYYMMDD | EE |
| kgwebisano-mahlaku | Phallana | Likabelo tse laetsoeng empa li sa etsoa | NO |
| chelete | Phallana | Bongata ba sesebelisoa se rekisoang | EE |
| chelete iso | Khoele | Khoutu ea chelete ea masimo a boleng ba chelete, Chelete ea Chelete le Chelete eohle. | EE |
| sekhahla sa phapanyetsano ea kantle ho naha | Phallana | Sekhahla sa FX se ka nkuoang ke PA, se atolosoa ka masimo a boleng ba chelete, Net, Gross, ho lumella PA ho bonts'a litšebelisano ka chelete ea tlaleho. | NO |
| chelete ea ho rarolla iso | Khoele | Chelete ea khoutu bakeng sa Settlement Value | EE |
| laela Id | Khoele | Sekhetho se ikhethileng sa Order se fanoe ke PM Hub. Mohlala: O_FDS_010623_1686393260254 | NO |
| motsoali Id | Khoele | Sekhetho se ikhethileng sa Taelo ea Batsoali e tla fanoa ke OMS. | NO |
Ho batle phoso
Mehato e latelang e khothaletsoa ho rarolla liphoso ho tsoa ho li-API tse fapaneng:
- Rekota sehlooho sa karabo ea X-DataDirect-Request-Key e le hore sehlopha sa boenjiniere sa FactSet sa API se ka sekaseka kopo/karabo ea hau.
- Ngola sehlopha sa karabo ha karabo e le karabelo ea phoso. Likhoutu tsohle tsa boemo ba HTTP tse lekanang le tse kholo ho feta 400 li nkuoa e le likarabo tsa liphoso.
- Ikopanye le sehlopha sa akhaonto ea hau ka lintlha tse ka holimo bakeng sa thuso.
Ntlafatso ea Phetolelo
- FactSet e tla tšehetsa mefuta ea khale ea API ka nako e lekanyelitsoeng. Nako ea sebele ea tšehetso e tla itšetleha ka API le tokollo stage (ke hore, beta kapa tlhahiso). Liphetoho tsohle tse robehileng, litlatsetso tsa ts'ebetso, le litokiso tsa liphoso liphetolelong tsa pejana li tla ngolisoa ho changelog.
- Sehlopha sa boenjiniere sa FactSet's API se tla sebetsa le bareki ho netefatsa phetoho e bonolo ho liphetolelo tse ncha.
Copyright © 2023 FactSet Research Systems Inc. Litokelo tsohle li sirelelitsoe.
FactSet Research Systems Inc. | www.factset.com.
Litokomane / Lisebelisoa
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FACTSET Direct Phallela Of Transaction Melaetsa API Software [pdf] Bukana ea Mosebelisi Version 1.0, API Software ea Phallela ka ho Otloloha ea Melaetsa ea Transaction, Software API ea Phallo ea Melaetsa ea Transaction, Transaction Messages API Software, Messages API Software, API Software, Software |