FactSet.AnalyticsAPI.Engines.Api.UnlinkedPATemplatesApi

All URIs are relative to https://api.factset.com

Method	HTTP request	Description
CreateUnlinkedPATemplates	POST /analytics/engines/pa/v3/unlinked-templates	Create unlinked PA template
DeleteUnlinkedPATemplates	DELETE /analytics/engines/pa/v3/unlinked-templates/{id}	Delete unlinked PA template
GetDefaultUnlinkedPATemplateTypes	GET /analytics/engines/pa/v3/unlinked-templates/template-types	Get default unlinked PA template types.
GetDetailsType	GET /analytics/engines/pa/v3/unlinked-templates/template-types/{id}	Get unlinked PA template type details by id.
GetUnlinkedPATemplates	GET /analytics/engines/pa/v3/unlinked-templates	Get unlinked PA templates
GetUnlinkedPATemplatesById	GET /analytics/engines/pa/v3/unlinked-templates/{id}	Get unlinked PA template details by id
UpdateUnlinkedPATemplates	PUT /analytics/engines/pa/v3/unlinked-templates/{id}	Update unlinked PA template

CreateUnlinkedPATemplates

UnlinkedPATemplatePostSummaryRoot CreateUnlinkedPATemplates (UnlinkedPATemplateParametersRoot unlinkedPATemplateParametersRoot)

Create unlinked PA template

This endpoint creates a template which is not linked to any specific PA3 tile. Remarks: * Mandatory fields are required to be passed in POST requests and Optional fields are not necessary. If no mandatory fields are passed, then we can use the template as a component and skip the component creation. * Mandatory, optional and locked fields can be "accounts", "benchmarks", "groups", "columns", "datasources", "dates", "currencyisocode" and "componentdetail". * We cannot override the Locked fields when creating the Component. * Mandatory and locked strings are mutually exclusive. * Any settings in the POST body will act as a one-time override over the settings saved in the PA template. * Account identifiers must have .ACCT or .ACTM extension or BENCH: prefix. Holdings mode can be optionally set for every account. Possible values for holdings mode are B&H (Buy and Hold), TBR (Transaction based returns), OMS (Order Management System), VLT (Vaulted returns) or EXT (External Returns Data). Default holdings mode value is B&H. * Multi-horizon frequencies are not supported through this endpoint. * Componentdetail supports securities, groups, groupsall, and totals levels of granularity. However, if no value is passed, the default value is ‘securities’. Additionally, while ‘groupsall’ returns all the group levels in the PA component, setting componentdetail to ‘groups’ only returns the expanded or collapsed group levels within the PA component. * If we are overriding the grouping with a frequency, we will be overriding the grouping saved to the original component and also overriding the default frequency of the Beginning of Period to whatever we pass in the request body. * If we are overriding grouping frequency without overriding the group id it will not be applied to the default groupings saved to the original component.

Example

using System.Collections.Generic;
using System.Diagnostics;
using FactSet.AnalyticsAPI.Engines.Api;
using FactSet.AnalyticsAPI.Engines.Client;
using FactSet.AnalyticsAPI.Engines.Model;

namespace Example
{
    public class CreateUnlinkedPATemplatesExample
    {
        public static void Main()
        {
            Configuration config = new Configuration();
            config.BasePath = "https://api.factset.com";
            // Configure HTTP basic authorization: Basic
            config.Username = "YOUR_USERNAME";
            config.Password = "YOUR_PASSWORD";
            // Configure Bearer token for authorization: Bearer
            config.AccessToken = "YOUR_BEARER_TOKEN";

            var apiInstance = new UnlinkedPATemplatesApi(config);
            var unlinkedPATemplateParametersRoot = new UnlinkedPATemplateParametersRoot(); // UnlinkedPATemplateParametersRoot | Request Parameters

            try
            {
                // Create unlinked PA template
                UnlinkedPATemplatePostSummaryRoot result = apiInstance.CreateUnlinkedPATemplates(unlinkedPATemplateParametersRoot);
                Debug.WriteLine(result);
            }
            catch (ApiException  e)
            {
                Debug.Print("Exception when calling UnlinkedPATemplatesApi.CreateUnlinkedPATemplates: " + e.Message );
                Debug.Print("Status Code: "+ e.ErrorCode);
                Debug.Print(e.StackTrace);
            }
        }
    }
}

Parameters

Name	Type	Description	Notes
unlinkedPATemplateParametersRoot	UnlinkedPATemplateParametersRoot	Request Parameters

Return type

UnlinkedPATemplatePostSummaryRoot

Authorization

Basic, Bearer

HTTP request headers

• Content-Type: application/json
• Accept: application/json

HTTP response details

| Status code | Description | Response headers | |————-|————-|——————| | 201 | Expected response, created a unlinked PA template. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 400 | Invalid data provided. Please check the request parameters before attempting again. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 401 | Missing or invalid authentication. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
| | 403 | User is forbidden with current credentials | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 406 | Unsupported Accept header. Header needs to be set to application/json. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 429 | Rate limit reached. Wait till the time specified in Retry-After header value to make further requests. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* Retry-After - Time to wait in seconds before making a new request as the rate limit has reached.
| | 500 | Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
| | 503 | Request timed out. Retry the request in sometime. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
|

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DeleteUnlinkedPATemplates

void DeleteUnlinkedPATemplates (string id)

Delete unlinked PA template

This endpoint deletes an existing unliked PA template.

Example

using System.Collections.Generic;
using System.Diagnostics;
using FactSet.AnalyticsAPI.Engines.Api;
using FactSet.AnalyticsAPI.Engines.Client;
using FactSet.AnalyticsAPI.Engines.Model;

namespace Example
{
    public class DeleteUnlinkedPATemplatesExample
    {
        public static void Main()
        {
            Configuration config = new Configuration();
            config.BasePath = "https://api.factset.com";
            // Configure HTTP basic authorization: Basic
            config.Username = "YOUR_USERNAME";
            config.Password = "YOUR_PASSWORD";
            // Configure Bearer token for authorization: Bearer
            config.AccessToken = "YOUR_BEARER_TOKEN";

            var apiInstance = new UnlinkedPATemplatesApi(config);
            var id = 01234567890123456789012345678901;  // string | Unique identifier for an unlinked PA template

            try
            {
                // Delete unlinked PA template
                apiInstance.DeleteUnlinkedPATemplates(id);
            }
            catch (ApiException  e)
            {
                Debug.Print("Exception when calling UnlinkedPATemplatesApi.DeleteUnlinkedPATemplates: " + e.Message );
                Debug.Print("Status Code: "+ e.ErrorCode);
                Debug.Print(e.StackTrace);
            }
        }
    }
}

Parameters

Name	Type	Description	Notes
id	string	Unique identifier for an unlinked PA template

Return type

void (empty response body)

Authorization

Basic, Bearer

HTTP request headers

• Content-Type: Not defined
• Accept: application/json

HTTP response details

| Status code | Description | Response headers | |————-|————-|——————| | 204 | Expected response, deleted the unlinked PA template successfully. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 400 | Invalid data provided. Please check the request parameters before attempting again. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 404 | Template not found. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 401 | Missing or invalid authentication. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
| | 403 | User is forbidden with current credentials | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 406 | Unsupported Accept header. Header needs to be set to application/json. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 429 | Rate limit reached. Wait till the time specified in Retry-After header value to make further requests. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* Retry-After - Time to wait in seconds before making a new request as the rate limit has reached.
| | 500 | Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
| | 503 | Request timed out. Retry the request in sometime. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
|

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GetDefaultUnlinkedPATemplateTypes

UnlinkedPATemplateCategoryAndTypeRoot GetDefaultUnlinkedPATemplateTypes ()

Get default unlinked PA template types.

This endpoint fetches default unlinked PA template types.

Example

using System.Collections.Generic;
using System.Diagnostics;
using FactSet.AnalyticsAPI.Engines.Api;
using FactSet.AnalyticsAPI.Engines.Client;
using FactSet.AnalyticsAPI.Engines.Model;

namespace Example
{
    public class GetDefaultUnlinkedPATemplateTypesExample
    {
        public static void Main()
        {
            Configuration config = new Configuration();
            config.BasePath = "https://api.factset.com";
            // Configure HTTP basic authorization: Basic
            config.Username = "YOUR_USERNAME";
            config.Password = "YOUR_PASSWORD";
            // Configure Bearer token for authorization: Bearer
            config.AccessToken = "YOUR_BEARER_TOKEN";

            var apiInstance = new UnlinkedPATemplatesApi(config);

            try
            {
                // Get default unlinked PA template types.
                UnlinkedPATemplateCategoryAndTypeRoot result = apiInstance.GetDefaultUnlinkedPATemplateTypes();
                Debug.WriteLine(result);
            }
            catch (ApiException  e)
            {
                Debug.Print("Exception when calling UnlinkedPATemplatesApi.GetDefaultUnlinkedPATemplateTypes: " + e.Message );
                Debug.Print("Status Code: "+ e.ErrorCode);
                Debug.Print(e.StackTrace);
            }
        }
    }
}

Parameters

This endpoint does not need any parameter.

Return type

UnlinkedPATemplateCategoryAndTypeRoot

Authorization

Basic, Bearer

HTTP request headers

• Content-Type: Not defined
• Accept: application/json

HTTP response details

| Status code | Description | Response headers | |————-|————-|——————| | 200 | Expected response, default unlinked PA template types | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 401 | Missing or invalid authentication. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
| | 403 | User is forbidden with current credentials | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 406 | Unsupported Accept header. Header needs to be set to application/json. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 429 | Rate limit reached. Wait till the time specified in Retry-After header value to make further requests. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* Retry-After - Time to wait in seconds before making a new request as the rate limit has reached.
| | 500 | Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
| | 503 | Request timed out. Retry the request in sometime. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
|

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GetDetailsType

UnlinkedPATemplateCategoryAndTypeDetailsRoot GetDetailsType (string id)

Get unlinked PA template type details by id.

This endpoint fetches the unlinked PA template type details.

Example

using System.Collections.Generic;
using System.Diagnostics;
using FactSet.AnalyticsAPI.Engines.Api;
using FactSet.AnalyticsAPI.Engines.Client;
using FactSet.AnalyticsAPI.Engines.Model;

namespace Example
{
    public class GetDetailsTypeExample
    {
        public static void Main()
        {
            Configuration config = new Configuration();
            config.BasePath = "https://api.factset.com";
            // Configure HTTP basic authorization: Basic
            config.Username = "YOUR_USERNAME";
            config.Password = "YOUR_PASSWORD";
            // Configure Bearer token for authorization: Bearer
            config.AccessToken = "YOUR_BEARER_TOKEN";

            var apiInstance = new UnlinkedPATemplatesApi(config);
            var id = id_example;  // string | Unique identifier for an unlinked PA template type

            try
            {
                // Get unlinked PA template type details by id.
                UnlinkedPATemplateCategoryAndTypeDetailsRoot result = apiInstance.GetDetailsType(id);
                Debug.WriteLine(result);
            }
            catch (ApiException  e)
            {
                Debug.Print("Exception when calling UnlinkedPATemplatesApi.GetDetailsType: " + e.Message );
                Debug.Print("Status Code: "+ e.ErrorCode);
                Debug.Print(e.StackTrace);
            }
        }
    }
}

Parameters

Name	Type	Description	Notes
id	string	Unique identifier for an unlinked PA template type

Return type

UnlinkedPATemplateCategoryAndTypeDetailsRoot

Authorization

Basic, Bearer

HTTP request headers

• Content-Type: Not defined
• Accept: application/json

HTTP response details

| Status code | Description | Response headers | |————-|————-|——————| | 200 | Expected response, details of the unlinked PA template type | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 400 | Invalid data provided. Please check the request parameters before attempting again. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 404 | Unlinked PA template type not found. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 401 | Missing or invalid authentication. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
| | 403 | User is forbidden with current credentials | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 406 | Unsupported Accept header. Header needs to be set to application/json. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 429 | Rate limit reached. Wait till the time specified in Retry-After header value to make further requests. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* Retry-After - Time to wait in seconds before making a new request as the rate limit has reached.
| | 500 | Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
| | 503 | Request timed out. Retry the request in sometime. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
|

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GetUnlinkedPATemplates

UnlinkedPATemplateSummaryRoot GetUnlinkedPATemplates (string directory = null, string category = null)

Get unlinked PA templates

This endpoint returns the list of unlinked PA templates.

Example

using System.Collections.Generic;
using System.Diagnostics;
using FactSet.AnalyticsAPI.Engines.Api;
using FactSet.AnalyticsAPI.Engines.Client;
using FactSet.AnalyticsAPI.Engines.Model;

namespace Example
{
    public class GetUnlinkedPATemplatesExample
    {
        public static void Main()
        {
            Configuration config = new Configuration();
            config.BasePath = "https://api.factset.com";
            // Configure HTTP basic authorization: Basic
            config.Username = "YOUR_USERNAME";
            config.Password = "YOUR_PASSWORD";
            // Configure Bearer token for authorization: Bearer
            config.AccessToken = "YOUR_BEARER_TOKEN";

            var apiInstance = new UnlinkedPATemplatesApi(config);
            var directory = Personal:UninkedPATemplates/;  // string | Get unlinked PA templates in path. (optional) 
            var category = Weights;  // string | Get unlinked PA templates by category. (optional) 

            try
            {
                // Get unlinked PA templates
                UnlinkedPATemplateSummaryRoot result = apiInstance.GetUnlinkedPATemplates(directory, category);
                Debug.WriteLine(result);
            }
            catch (ApiException  e)
            {
                Debug.Print("Exception when calling UnlinkedPATemplatesApi.GetUnlinkedPATemplates: " + e.Message );
                Debug.Print("Status Code: "+ e.ErrorCode);
                Debug.Print(e.StackTrace);
            }
        }
    }
}

Parameters

Name	Type	Description	Notes
directory	string	Get unlinked PA templates in path.	[optional]
category	string	Get unlinked PA templates by category.	[optional]

Return type

UnlinkedPATemplateSummaryRoot

Authorization

Basic, Bearer

HTTP request headers

• Content-Type: Not defined
• Accept: application/json

HTTP response details

| Status code | Description | Response headers | |————-|————-|——————| | 200 | Expected response, returns a list of unlinked PA templates. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 400 | Invalid data provided. Please check the request parameters before attempting again. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 401 | Missing or invalid authentication. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
| | 403 | User is forbidden with current credentials | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 406 | Unsupported Accept header. Header needs to be set to application/json. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 429 | Rate limit reached. Wait till the time specified in Retry-After header value to make further requests. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* Retry-After - Time to wait in seconds before making a new request as the rate limit has reached.
| | 500 | Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
| | 503 | Request timed out. Retry the request in sometime. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
|

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GetUnlinkedPATemplatesById

UnlinkedPATemplateRoot GetUnlinkedPATemplatesById (string id)

Get unlinked PA template details by id

This endpoint fetches the template settings.

Example

using System.Collections.Generic;
using System.Diagnostics;
using FactSet.AnalyticsAPI.Engines.Api;
using FactSet.AnalyticsAPI.Engines.Client;
using FactSet.AnalyticsAPI.Engines.Model;

namespace Example
{
    public class GetUnlinkedPATemplatesByIdExample
    {
        public static void Main()
        {
            Configuration config = new Configuration();
            config.BasePath = "https://api.factset.com";
            // Configure HTTP basic authorization: Basic
            config.Username = "YOUR_USERNAME";
            config.Password = "YOUR_PASSWORD";
            // Configure Bearer token for authorization: Bearer
            config.AccessToken = "YOUR_BEARER_TOKEN";

            var apiInstance = new UnlinkedPATemplatesApi(config);
            var id = 01234567890123456789012345678901;  // string | Unique identifier for an unlinked PA template

            try
            {
                // Get unlinked PA template details by id
                UnlinkedPATemplateRoot result = apiInstance.GetUnlinkedPATemplatesById(id);
                Debug.WriteLine(result);
            }
            catch (ApiException  e)
            {
                Debug.Print("Exception when calling UnlinkedPATemplatesApi.GetUnlinkedPATemplatesById: " + e.Message );
                Debug.Print("Status Code: "+ e.ErrorCode);
                Debug.Print(e.StackTrace);
            }
        }
    }
}

Parameters

Name	Type	Description	Notes
id	string	Unique identifier for an unlinked PA template

Return type

UnlinkedPATemplateRoot

Authorization

Basic, Bearer

HTTP request headers

• Content-Type: Not defined
• Accept: application/json

HTTP response details

| Status code | Description | Response headers | |————-|————-|——————| | 200 | Expected response, get details of the unlinked PA template. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 400 | Invalid data provided. Please check the request parameters before attempting again. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 404 | Template not found. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 401 | Missing or invalid authentication. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
| | 403 | User is forbidden with current credentials | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 406 | Unsupported Accept header. Header needs to be set to application/json. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 429 | Rate limit reached. Wait till the time specified in Retry-After header value to make further requests. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* Retry-After - Time to wait in seconds before making a new request as the rate limit has reached.
| | 500 | Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
| | 503 | Request timed out. Retry the request in sometime. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
|

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UpdateUnlinkedPATemplates

UnlinkedPATemplatePostSummaryRoot UpdateUnlinkedPATemplates (string id, UnlinkedPATemplateUpdateParametersRoot unlinkedPATemplateUpdateParametersRoot)

Update unlinked PA template

This endpoint updates an existing unlinked PA template. Remarks: * Mandatory fields are required to be passed in POST requests and Optional fields are not necessary. If no mandatory fields are passed, then we can use the template as a component and skip the component creation. * Mandatory, optional and locked fields can be "accounts", "benchmarks", "groups", "columns", "datasources", "dates", "currencyisocode" and "componentdetail". * We cannot override the Locked fields when creating the Component. * Mandatory and locked strings are mutually exclusive. * Any settings in the POST body will act as a one-time override over the settings saved in the PA template. * Account identifiers must have .ACCT or .ACTM extension or BENCH: prefix. Holdings mode can be optionally set for every account. Possible values for holdings mode are B&H (Buy and Hold), TBR (Transaction based returns), OMS (Order Management System), VLT (Vaulted returns) or EXT (External Returns Data). Default holdings mode value is B&H. * Multi-horizon frequencies are not supported through this endpoint. * Componentdetail supports securities, groups, groupsall, and totals levels of granularity. However, if no value is passed, the default value is ‘securities’. Additionally, while ‘groupsall’ returns all the group levels in the PA component, setting componentdetail to ‘groups’ only returns the expanded or collapsed group levels within the PA component. * If we are overriding the grouping with a frequency, we will be overriding the grouping saved to the original component and also overriding the default frequency of the Beginning of Period to whatever we pass in the request body. * If we are overriding grouping frequency without overriding the group id it will not be applied to the default groupings saved to the original component.

Example

using System.Collections.Generic;
using System.Diagnostics;
using FactSet.AnalyticsAPI.Engines.Api;
using FactSet.AnalyticsAPI.Engines.Client;
using FactSet.AnalyticsAPI.Engines.Model;

namespace Example
{
    public class UpdateUnlinkedPATemplatesExample
    {
        public static void Main()
        {
            Configuration config = new Configuration();
            config.BasePath = "https://api.factset.com";
            // Configure HTTP basic authorization: Basic
            config.Username = "YOUR_USERNAME";
            config.Password = "YOUR_PASSWORD";
            // Configure Bearer token for authorization: Bearer
            config.AccessToken = "YOUR_BEARER_TOKEN";

            var apiInstance = new UnlinkedPATemplatesApi(config);
            var id = 01234567890123456789012345678901;  // string | Unique identifier for an unlinked PA template
            var unlinkedPATemplateUpdateParametersRoot = new UnlinkedPATemplateUpdateParametersRoot(); // UnlinkedPATemplateUpdateParametersRoot | Request Parameters

            try
            {
                // Update unlinked PA template
                UnlinkedPATemplatePostSummaryRoot result = apiInstance.UpdateUnlinkedPATemplates(id, unlinkedPATemplateUpdateParametersRoot);
                Debug.WriteLine(result);
            }
            catch (ApiException  e)
            {
                Debug.Print("Exception when calling UnlinkedPATemplatesApi.UpdateUnlinkedPATemplates: " + e.Message );
                Debug.Print("Status Code: "+ e.ErrorCode);
                Debug.Print(e.StackTrace);
            }
        }
    }
}

Parameters

Name	Type	Description	Notes
id	string	Unique identifier for an unlinked PA template
unlinkedPATemplateUpdateParametersRoot	UnlinkedPATemplateUpdateParametersRoot	Request Parameters

Return type

UnlinkedPATemplatePostSummaryRoot

Authorization

Basic, Bearer

HTTP request headers

• Content-Type: application/json
• Accept: application/json

HTTP response details

| Status code | Description | Response headers | |————-|————-|——————| | 200 | Expected response, updated the unlinked PA template. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 400 | Invalid data provided. Please check the request parameters before attempting again. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 404 | Template not found. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 401 | Missing or invalid authentication. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
| | 403 | User is forbidden with current credentials | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 406 | Unsupported Accept header. Header needs to be set to application/json. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window.
* X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window.
* X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
| | 429 | Rate limit reached. Wait till the time specified in Retry-After header value to make further requests. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
* Retry-After - Time to wait in seconds before making a new request as the rate limit has reached.
| | 500 | Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
| | 503 | Request timed out. Retry the request in sometime. | * X-DataDirect-Request-Key - FactSet's request key header.
* X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
|

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