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/ |
| 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 criteriaSignals - Get Details: Fetch Signals event headlines plus all additional event details based on the filtering criteriaSignals - Adaptive Card: Fetch Microsoft's Adaptive Cards, which includes headlines and event details data plus hyperlinks to FactSet reports, based on the filtering criteriaNER - 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 libraryBookBuilder - 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
|
Book |
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. |
|
Book |
Retrieves the list of books that were previously created and are available in the client's book library |
|
Book |
This endpoint will return the PDF output given a book_id. |
|
Book |
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'.