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)

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

// Import classes:
import factset.analyticsapi.engines.ApiClient;
import factset.analyticsapi.engines.ApiException;
import factset.analyticsapi.engines.Configuration;
import factset.analyticsapi.engines.auth.*;
import factset.analyticsapi.engines.model.*;
import factset.analyticsapi.engines.api.UnlinkedPaTemplatesApi;

public class Example {
    public static void main(String[] args) {
        ApiClient defaultClient = Configuration.getDefaultApiClient();
        defaultClient.setBasePath("https://api.factset.com");
        
        // Configure HTTP basic authorization: Basic
        HttpBasicAuth Basic = (HttpBasicAuth) defaultClient.getAuthentication("Basic");
        Basic.setUsername("YOUR USERNAME");
        Basic.setPassword("YOUR PASSWORD");

        // Configure HTTP bearer authorization: Bearer
        HttpBearerAuth Bearer = (HttpBearerAuth) defaultClient.getAuthentication("Bearer");
        Bearer.setBearerToken("BEARER TOKEN");

        UnlinkedPaTemplatesApi apiInstance = new UnlinkedPaTemplatesApi(defaultClient);
        UnlinkedPATemplateParametersRoot unlinkedPATemplateParametersRoot = new UnlinkedPATemplateParametersRoot(); // UnlinkedPATemplateParametersRoot | Request Parameters
        try {
            UnlinkedPATemplatePostSummaryRoot result = apiInstance.createUnlinkedPATemplates(unlinkedPATemplateParametersRoot);
            System.out.println(result);
        } catch (ApiException e) {
            System.err.println("Exception when calling UnlinkedPaTemplatesApi#createUnlinkedPATemplates");
            System.err.println("Status code: " + e.getCode());
            System.err.println("Reason: " + e.getClientErrorResponse());
            System.err.println("Response headers: " + e.getResponseHeaders());
            e.printStackTrace();
        }
    }
}

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.
|

deleteUnlinkedPATemplates

deleteUnlinkedPATemplates(id)

Delete unlinked PA template

This endpoint deletes an existing unliked PA template.

Example

// Import classes:
import factset.analyticsapi.engines.ApiClient;
import factset.analyticsapi.engines.ApiException;
import factset.analyticsapi.engines.Configuration;
import factset.analyticsapi.engines.auth.*;
import factset.analyticsapi.engines.model.*;
import factset.analyticsapi.engines.api.UnlinkedPaTemplatesApi;

public class Example {
    public static void main(String[] args) {
        ApiClient defaultClient = Configuration.getDefaultApiClient();
        defaultClient.setBasePath("https://api.factset.com");
        
        // Configure HTTP basic authorization: Basic
        HttpBasicAuth Basic = (HttpBasicAuth) defaultClient.getAuthentication("Basic");
        Basic.setUsername("YOUR USERNAME");
        Basic.setPassword("YOUR PASSWORD");

        // Configure HTTP bearer authorization: Bearer
        HttpBearerAuth Bearer = (HttpBearerAuth) defaultClient.getAuthentication("Bearer");
        Bearer.setBearerToken("BEARER TOKEN");

        UnlinkedPaTemplatesApi apiInstance = new UnlinkedPaTemplatesApi(defaultClient);
        String id = "01234567890123456789012345678901"; // String | Unique identifier for an unlinked PA template
        try {
            apiInstance.deleteUnlinkedPATemplates(id);
        } catch (ApiException e) {
            System.err.println("Exception when calling UnlinkedPaTemplatesApi#deleteUnlinkedPATemplates");
            System.err.println("Status code: " + e.getCode());
            System.err.println("Reason: " + e.getClientErrorResponse());
            System.err.println("Response headers: " + e.getResponseHeaders());
            e.printStackTrace();
        }
    }
}

Parameters

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

Return type

null (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.
|

getDefaultUnlinkedPATemplateTypes

UnlinkedPATemplateCategoryAndTypeRoot getDefaultUnlinkedPATemplateTypes()

Get default unlinked PA template types.

This endpoint fetches default unlinked PA template types.

Example

// Import classes:
import factset.analyticsapi.engines.ApiClient;
import factset.analyticsapi.engines.ApiException;
import factset.analyticsapi.engines.Configuration;
import factset.analyticsapi.engines.auth.*;
import factset.analyticsapi.engines.model.*;
import factset.analyticsapi.engines.api.UnlinkedPaTemplatesApi;

public class Example {
    public static void main(String[] args) {
        ApiClient defaultClient = Configuration.getDefaultApiClient();
        defaultClient.setBasePath("https://api.factset.com");
        
        // Configure HTTP basic authorization: Basic
        HttpBasicAuth Basic = (HttpBasicAuth) defaultClient.getAuthentication("Basic");
        Basic.setUsername("YOUR USERNAME");
        Basic.setPassword("YOUR PASSWORD");

        // Configure HTTP bearer authorization: Bearer
        HttpBearerAuth Bearer = (HttpBearerAuth) defaultClient.getAuthentication("Bearer");
        Bearer.setBearerToken("BEARER TOKEN");

        UnlinkedPaTemplatesApi apiInstance = new UnlinkedPaTemplatesApi(defaultClient);
        try {
            UnlinkedPATemplateCategoryAndTypeRoot result = apiInstance.getDefaultUnlinkedPATemplateTypes();
            System.out.println(result);
        } catch (ApiException e) {
            System.err.println("Exception when calling UnlinkedPaTemplatesApi#getDefaultUnlinkedPATemplateTypes");
            System.err.println("Status code: " + e.getCode());
            System.err.println("Reason: " + e.getClientErrorResponse());
            System.err.println("Response headers: " + e.getResponseHeaders());
            e.printStackTrace();
        }
    }
}

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.
|

getDetailsType

UnlinkedPATemplateCategoryAndTypeDetailsRoot getDetailsType(id)

Get unlinked PA template type details by id.

This endpoint fetches the unlinked PA template type details.

Example

// Import classes:
import factset.analyticsapi.engines.ApiClient;
import factset.analyticsapi.engines.ApiException;
import factset.analyticsapi.engines.Configuration;
import factset.analyticsapi.engines.auth.*;
import factset.analyticsapi.engines.model.*;
import factset.analyticsapi.engines.api.UnlinkedPaTemplatesApi;

public class Example {
    public static void main(String[] args) {
        ApiClient defaultClient = Configuration.getDefaultApiClient();
        defaultClient.setBasePath("https://api.factset.com");
        
        // Configure HTTP basic authorization: Basic
        HttpBasicAuth Basic = (HttpBasicAuth) defaultClient.getAuthentication("Basic");
        Basic.setUsername("YOUR USERNAME");
        Basic.setPassword("YOUR PASSWORD");

        // Configure HTTP bearer authorization: Bearer
        HttpBearerAuth Bearer = (HttpBearerAuth) defaultClient.getAuthentication("Bearer");
        Bearer.setBearerToken("BEARER TOKEN");

        UnlinkedPaTemplatesApi apiInstance = new UnlinkedPaTemplatesApi(defaultClient);
        String id = "id_example"; // String | Unique identifier for an unlinked PA template type
        try {
            UnlinkedPATemplateCategoryAndTypeDetailsRoot result = apiInstance.getDetailsType(id);
            System.out.println(result);
        } catch (ApiException e) {
            System.err.println("Exception when calling UnlinkedPaTemplatesApi#getDetailsType");
            System.err.println("Status code: " + e.getCode());
            System.err.println("Reason: " + e.getClientErrorResponse());
            System.err.println("Response headers: " + e.getResponseHeaders());
            e.printStackTrace();
        }
    }
}

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.
|

getUnlinkedPATemplates

UnlinkedPATemplateSummaryRoot getUnlinkedPATemplates(directory, category)

Get unlinked PA templates

This endpoint returns the list of unlinked PA templates.

Example

// Import classes:
import factset.analyticsapi.engines.ApiClient;
import factset.analyticsapi.engines.ApiException;
import factset.analyticsapi.engines.Configuration;
import factset.analyticsapi.engines.auth.*;
import factset.analyticsapi.engines.model.*;
import factset.analyticsapi.engines.api.UnlinkedPaTemplatesApi;

public class Example {
    public static void main(String[] args) {
        ApiClient defaultClient = Configuration.getDefaultApiClient();
        defaultClient.setBasePath("https://api.factset.com");
        
        // Configure HTTP basic authorization: Basic
        HttpBasicAuth Basic = (HttpBasicAuth) defaultClient.getAuthentication("Basic");
        Basic.setUsername("YOUR USERNAME");
        Basic.setPassword("YOUR PASSWORD");

        // Configure HTTP bearer authorization: Bearer
        HttpBearerAuth Bearer = (HttpBearerAuth) defaultClient.getAuthentication("Bearer");
        Bearer.setBearerToken("BEARER TOKEN");

        UnlinkedPaTemplatesApi apiInstance = new UnlinkedPaTemplatesApi(defaultClient);
        String directory = "Personal:UninkedPATemplates/"; // String | Get unlinked PA templates in path.
        String category = "Weights"; // String | Get unlinked PA templates by category.
        try {
            UnlinkedPATemplateSummaryRoot result = apiInstance.getUnlinkedPATemplates(directory, category);
            System.out.println(result);
        } catch (ApiException e) {
            System.err.println("Exception when calling UnlinkedPaTemplatesApi#getUnlinkedPATemplates");
            System.err.println("Status code: " + e.getCode());
            System.err.println("Reason: " + e.getClientErrorResponse());
            System.err.println("Response headers: " + e.getResponseHeaders());
            e.printStackTrace();
        }
    }
}

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.
|

getUnlinkedPATemplatesById

UnlinkedPATemplateRoot getUnlinkedPATemplatesById(id)

Get unlinked PA template details by id

This endpoint fetches the template settings.

Example

// Import classes:
import factset.analyticsapi.engines.ApiClient;
import factset.analyticsapi.engines.ApiException;
import factset.analyticsapi.engines.Configuration;
import factset.analyticsapi.engines.auth.*;
import factset.analyticsapi.engines.model.*;
import factset.analyticsapi.engines.api.UnlinkedPaTemplatesApi;

public class Example {
    public static void main(String[] args) {
        ApiClient defaultClient = Configuration.getDefaultApiClient();
        defaultClient.setBasePath("https://api.factset.com");
        
        // Configure HTTP basic authorization: Basic
        HttpBasicAuth Basic = (HttpBasicAuth) defaultClient.getAuthentication("Basic");
        Basic.setUsername("YOUR USERNAME");
        Basic.setPassword("YOUR PASSWORD");

        // Configure HTTP bearer authorization: Bearer
        HttpBearerAuth Bearer = (HttpBearerAuth) defaultClient.getAuthentication("Bearer");
        Bearer.setBearerToken("BEARER TOKEN");

        UnlinkedPaTemplatesApi apiInstance = new UnlinkedPaTemplatesApi(defaultClient);
        String id = "01234567890123456789012345678901"; // String | Unique identifier for an unlinked PA template
        try {
            UnlinkedPATemplateRoot result = apiInstance.getUnlinkedPATemplatesById(id);
            System.out.println(result);
        } catch (ApiException e) {
            System.err.println("Exception when calling UnlinkedPaTemplatesApi#getUnlinkedPATemplatesById");
            System.err.println("Status code: " + e.getCode());
            System.err.println("Reason: " + e.getClientErrorResponse());
            System.err.println("Response headers: " + e.getResponseHeaders());
            e.printStackTrace();
        }
    }
}

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.
|

updateUnlinkedPATemplates

UnlinkedPATemplatePostSummaryRoot updateUnlinkedPATemplates(id, 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

// Import classes:
import factset.analyticsapi.engines.ApiClient;
import factset.analyticsapi.engines.ApiException;
import factset.analyticsapi.engines.Configuration;
import factset.analyticsapi.engines.auth.*;
import factset.analyticsapi.engines.model.*;
import factset.analyticsapi.engines.api.UnlinkedPaTemplatesApi;

public class Example {
    public static void main(String[] args) {
        ApiClient defaultClient = Configuration.getDefaultApiClient();
        defaultClient.setBasePath("https://api.factset.com");
        
        // Configure HTTP basic authorization: Basic
        HttpBasicAuth Basic = (HttpBasicAuth) defaultClient.getAuthentication("Basic");
        Basic.setUsername("YOUR USERNAME");
        Basic.setPassword("YOUR PASSWORD");

        // Configure HTTP bearer authorization: Bearer
        HttpBearerAuth Bearer = (HttpBearerAuth) defaultClient.getAuthentication("Bearer");
        Bearer.setBearerToken("BEARER TOKEN");

        UnlinkedPaTemplatesApi apiInstance = new UnlinkedPaTemplatesApi(defaultClient);
        String id = "01234567890123456789012345678901"; // String | Unique identifier for an unlinked PA template
        UnlinkedPATemplateUpdateParametersRoot unlinkedPATemplateUpdateParametersRoot = new UnlinkedPATemplateUpdateParametersRoot(); // UnlinkedPATemplateUpdateParametersRoot | Request Parameters
        try {
            UnlinkedPATemplatePostSummaryRoot result = apiInstance.updateUnlinkedPATemplates(id, unlinkedPATemplateUpdateParametersRoot);
            System.out.println(result);
        } catch (ApiException e) {
            System.err.println("Exception when calling UnlinkedPaTemplatesApi#updateUnlinkedPATemplates");
            System.err.println("Status code: " + e.getCode());
            System.err.println("Reason: " + e.getClientErrorResponse());
            System.err.println("Response headers: " + e.getResponseHeaders());
            e.printStackTrace();
        }
    }
}

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.
|